
What is Mutual Fund?
How Does Mutual Fund Work?
Who Should Invest in Mutual Funds?
How do you make money in Mutual Funds?
Introduction of Terminologies:
AMC: Asset Management Company
NAV: Net Asset Value
Expense Ratio
NFO: New Fund Offer
Advantages of Mutual Funds:
1. Diversification
2. Dividend Reinvestment
3. Less cost for bulk transactions
4. Safety
5. Systematic or one-time investment
6. Liquidity
7. Expert Management
Disadvantages of Mutual Funds:
1. Lock-in periods
2. High Expense Ratios and Sales Charges
3. Dilution
What is a Fixed Deposit?
What is a Mutual Fund?
Difference between Fixed Deposit Vs Mutual Funds
Particulars
1. Assurance of Returns
2. Impact of Market Fluctuations
3. Risk Involved
4. Expenses
5. Tax
6. Withdrawal
What is better FD or mutual fund?
Stocks vs Mutual Funds: Which will make you a Millionaire Faster?
In this video will discuss about differences and Conclusion.
Overview of Types of Mutual funds are as follows:
First, Funds based on maturity period which includes:
A. Open-Ended Mutual Fund
B. Close Ended Mutual Fund
Second, Funds based on investment objective which includes:
A - Bond Fund also known as Debt Fund
B - Stock Fund also known as Equity Fund
C - Balance Fund also known as Hybrid Fund
Now, Under this further Categories are included
A - Large Cap
B - Mid Cap
C - Small Cap
D - Multi-Cap
Third, Other Type of Fund Includes:
Index Fund,
Active Fund & Passive Fund
Growth Fund
Sector Specific Fund
Money Market Fund
What is Open-Ended Fund
Example of Open-Ended Fund
Advantages of Investing in Open-Ended Funds.
1. Liquidity
2. Availability of Historical Performance
3. Availability of Systematic options
Disadvantages of Investing in Open-Ended Funds
1. Vulnerable
2. Market risk and Fluctuations.
3. Exit loads
What is Close Ended Mutual funds
Advantages of Close-Ended Funds
Stability
Unique portfolio
Disadvantage of Close-Ended Funds
Risk factor
Unable to afford lump sum Investments
What is Bond Fund or Debt Fund?
Does everyone want to know How do Bond Funds work?
Do Bond Funds also invest in low-quality debt instruments by fund managers?
Who should Invest in Bond Mutual Funds?
How to Evaluate Best Bond Mutual Funds?
Fund Returns
Fund History
Expense Ratio
Financial Ratios
Top 5 Bond Mutual Funds
Advantages and Disadvantages of investing in a Bond Fund
What are Stock Mutual Funds or Equity Mutual Funds?
How do Stock or Equity Funds work?
How do Stock or Equity Funds earn?
Who should Invest in Stock (Equity) Funds?
Top 5 Stock Mutual Funds?
Types of Stock (Equity) Funds:
a. Based on Sector and Themes
b. Based on Market Capitalization
C. Based on Investment Style
Advantages and Disadvantages of Investing in Stock Funds or Equity Funds
What are Balanced (Hybrid) Mutual Funds?
Top 5 Best Balanced (Hybrid) Funds
Who Should Invest in Balanced Funds?
Benefits of Balanced (Hybrid) Funds
Factors consider before investing in a Balanced Fund
4 Main Categories:
A - Large Cap Funds
B - Mid Cap Funds
C - Small Cap Funds
D - Multi Cap Funds
Formula to Calculate Market capitalization
Categories:
Large-cap companies
Mid-cap companies
Small-cap companies
Market capitalization USA
Introductions of Market Capitalisation work
Market Capitalization Categories:
Mega Cap
Micro Cap
Large Cap
Mid Cap
Small Cap
Market Cap and Investment Strategy:
Large Cap Companies
Mid Cap Companies
Small Cap Companies
What are Index Funds?
How do Index Funds work?
Pros of Index Fund
Factors to consider before Investing in Index Funds.
Top 5 Index Funds
Who should invest in an Index Fund?
What is a Growth Fund?
Detailed Features of the Growth Fund:
1. Risk Factor
2. Volatile Fund
3. High Returns
4. Expert Management
5. Diversification
6. Commitment
7. No Dividend
8. Reinvestment
What are Active funds?
What are Passive funds?
Pros of Active funds
Cons of Active funds
Pros of Passive funds
Cons of Passive funds
Which one should you choose?
What are Sectoral or Sector-Specific Mutual Funds?
Classified Sectoral Funds Types:
Real Estate Funds
Utility Funds
Natural Resources Funds
Technology Funds
Financial Funds
Communications Funds
Healthcare Funds
Precious Metals Funds
Who Should Invest in Sectoral Funds?
Things to Consider Before Investing in Sectoral Funds
Top Sector Funds
What is Money Market Mutual Fund
Types of Money Market Funds
1. Prime Money Fund
2. Government Money Fund
3. Treasury Fund
4. Municipal or Tax-Exempt Money Fund
Advantages of Money Market Funds
Part 1 - How to Invest in Mutual Fund? (SIP or lump sum)
Learn 2 ways of Investment in Mutual Funds:
1. SIP - Systematic Investment Plan
2. Lump sum Investment
How do SIP works?
Easy Example Explanation
Advantages of SIP
1. You Can Stop the SIP Anytime
2. You Can Skip SIP Payment
3. You Can Start a New SIP If You Have More Money
4. You Become More Disciplined in Your Savings
5. You Can Invest Very Small Amounts
6. You Do Not Need to Worry About Timing the Market
7. You Benefit from the Effect of Compounding
Advantages of Lumpsum Investment
1. Investing a Big Amount
2. Convenient
3. Compounding Returns
Which is better SIP or a lump sum?
Comparison between SIP Vs Lumpsum
How to choose between SIP And Lumpsum Investment?
Factors Include –
1. Risk Appetite
2. Returns
3. Lock-In Period
4. Volatile Markets
How Does Power of Compounding works?
Simple Interest
Formula with a detailed example of the Power of Compounding
Conclusion
Which Type of Investment is best for you?
1. Direct Equity
2. Stock Fund or Equity Fund
3. Bond Fund or Debt Fund
4. Bank Fixed Deposit
5. Real estate
6. Gold
THIS COMPLETE COURSE WILL TEACH YOU HOW TO BE A SUCCESSFUL MUTUAL FUND INVESTOR.
Not boring theory. You will learn practical tips and best practices that you can use immediately as you progress through the course. You can do this and I want to help you!
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In this course you will learn the following:
How Do you make money in Mutual Funds?
Advantages & Dis-advantages of Mutual fund
Terminologies (AMC, NAV, expense ratio, NFO)
Factors consider before Investing in Mutual Funds
History of mutual funds
Stocks vs Mutual Funds: which will make you a Millionaire Faster?
Is Mutual Fund better than Fixed Deposits?
Market Capitalization: Large Cap, Mid Cap, Small Cap
Types of mutual funds:
Open Ended Fund
Close Ended Fund
Bond or Debt Fund
Stock or Equity Fund
Balanced or Hybrid Fund
Index Fund,
Active Fund & Passive Fund
Growth Fund
Sector Specific Fund
Money Market Fund
How to invest in Mutual Fund through SIP & Lumpsum Investment
How is a systematic investment plan (SIP) different from a mutual fund?
Factors consider before choosing SIP or Lumpsum investment?
Power of compounding
Load vs. No-Load Mutual Fund: What's the Difference?
What is the minimum amount of money that I can invest in a mutual fund?
How Do Mutual Fund Trades Clear and Settle?
Digging Deeper Into Mutual Fund Names
Are Mutual Fund Performance Numbers Reported Net of Fees?
Techniques to reduce taxes and fees so you can keep more money for you.
Key Action Steps you can take to get started applying what you have learned.
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By the end of this course, you will fully understand how to earn money through Mutual Funds.
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Modules.
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