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Comprehensive Understanding of Mutual Funds as an Investment
Role Play
Rating: 4.6 out of 5(1,321 ratings)
5,138 students

Comprehensive Understanding of Mutual Funds as an Investment

Master Mutual Funds with Confidence – A Global Guide to Smart Investment Decisions. Mutual Funds Simplified.
Last updated 6/2026
English

What you'll learn

  • Comprehensive understanding of Mutual Funds
  • What a Mutual Fund is?
  • How does a Mutual Fund Function?
  • What is NAV and the relevance of NAV
  • Understanding of Direct and Regular Funds
  • Classification of Funds
  • Understanding of SIP, STP, SWP, FMP, Entry Load, Exit Load and much more

Course content

2 sections40 lectures5h 53m total length
  • Welcome note1:08
  • Promo/Introduction2:50
  • Preview4:26
  • The Concept3:44
  • The meaning and relevance of the words Mutual and Fund12:02
  • The meaning and relevance of Mutual Fund as an Investment15:23
  • You as a student matter the most to me...2:19
  • AMC and MF. How they relate?7:22
  • The Concept of NAV11:50
  • Transacting in Shares vis a vis Transacting in MF units9:39
  • Understanding Management Fees and Expenses20:54
  • Direct Mutual Funds vis a vis Regular Mutual Funds15:35
  • Dividend vis a vis Growth Mutual Fund13:10
  • Further Classification of Mutual Funds10:44
  • Understanding the Performance of a MF15:27
  • Can You Analyse and Identify a MF...?16:01
  • Understanding AUM5:40
  • Understanding SIP9:03
  • Understanding STP4:54
  • Understanding FMP5:02
  • Understanding SWP10:13
  • Concept of Entry Load and Exit Load14:30
  • Gurudakshina1:07
  • Let us understand the concepts more clearly...
  • Navigating Mutual Fund Investments
  • Balancing Risk and Learning – Stocks or Mutual Funds?

Requirements

  • No prerequisites as we learn from the very basics

Description

Are You Ready to Truly Understand Mutual Funds and Take Control of Your Investment Journey?

Whether you're a beginner in the world of investing or someone looking to deepen your understanding of the capital markets, this course provides a structured, logical, and global perspective on mutual funds as an investment vehicle.

Guided by Col (Dr) Shabbar Shahid, a seasoned expert in finance, engineering, and education with over 40 years of professional experience, this course will help you build clarity and confidence in navigating mutual funds wisely.

Understand the mechanics of mutual funds. Learn how they work, where they fit into your financial goals, and how to evaluate them before investing.


Why Choose This Course on Mutual Funds?

Mutual funds are often perceived as a safer or easier route to the stock market. But blindly investing in mutual funds without understanding how they work, what costs are involved, and what strategies align with your financial goals can lead to suboptimal outcomes.

This course offers a comprehensive conceptual understanding of mutual funds — not just for Indian investors, but for a global audience — and is not limited by geography or any particular stock exchange.


This course is designed to dispel the myth that "you don’t need to know anything to invest in mutual funds." It’s time to replace that misconception with knowledge-driven decisions.


What Will You Learn?

Upon completing this course, you will gain practical, clear, and conceptual knowledge of mutual funds — empowering you to invest more effectively and confidently. Key topics include:

  • What is a Mutual Fund?

  • The meaning of “Mutual” and “Fund” in context

  • Why mutual funds exist and how they operate

  • The role of AMC (Asset Management Company)

  • Understanding NAV (Net Asset Value)

  • How mutual funds differ from direct stock transactions

  • Expense ratio, management fees, and hidden costs

  • Regular vs Direct Mutual Funds

  • Growth vs Dividend options

  • Classification of Mutual Funds (Equity, Debt, Hybrid, etc.)

  • How to interpret mutual fund performance

  • Why analyzing MFs is different from analyzing stocks

  • AUM (Assets Under Management) – what it indicates

  • SIPs, STPs, SWPs, and FMPs – explained simply

  • Entry Load and Exit Load concepts

  • How mutual funds can complement or replace direct stock investments


Who Should Take This Course?

This course is ideal for a wide spectrum of learners, including:

  • New Investors – Who want to understand mutual funds before investing.

  • Experienced Investors – Looking to refine their understanding of mutual funds.

  • Finance or Engineering Professionals – Seeking to expand their investment knowledge.

  • Students of Finance, Business, or Economics – to complement their academic learning with practical knowledge.

  • Retirees or Retirement Planners – Exploring mutual funds as a long-term savings strategy.

  • Financial Advisors and Consultants – To enhance client consultation skills.

  • Anyone Interested in Personal Finance – Who wants to make smarter financial decisions.

Whether you’re investing for retirement, wealth creation, or capital appreciation, this course provides a logical and knowledge-based foundation to evaluate whether mutual funds are right for you.


About the Instructor:

Col (Dr) Shabbar Shahid is a passionate educator, Army Veteran, and expert in finance and engineering. With over 40 years of rich experience in technical education and financial consulting, he holds the following credentials:

  • Postgraduate in Mechanical Engineering

  • MBA in Finance

  • Chartered Engineer

  • Fellow of the Institution of Engineers (India)

  • Doctorate in Management

  • “Distinguished Instructor” grading from the Military College of Electronics & Mechanical Engineering

With an unmatched blend of academic depth and practical insight, Col Shahid ensures that even complex investment concepts are explained lucidly and logically.

Legal Disclaimer

This course is intended solely for educational purposes. Investment in mutual funds and the stock market involves financial risk. The information provided in this course should not be considered financial advice. Students are advised to perform their own due diligence and/or consult a certified financial advisor before making investment decisions. The instructor and course provider are not responsible for any loss arising from the application of the concepts discussed.

Enroll Now & Take the First Step Toward Smart, Informed Investing.

Mutual Funds can be powerful tools for wealth creation — if used wisely. With this course, you'll gain the clarity, understanding, and perspective needed to take charge of your financial future.

Who this course is for:

  • Those who are shy of Stock Market and would like to adopt the Mutual Fund Route
  • Those who are interested in learning about Mutual Fund Investment in the Capital Markets
  • Students of Finance and those intending to pursue a career in Capital Markets
  • Novice Investors and Home Makers
  • Individuals planning for a Retirement Corpus
  • Financial Advisors and Consultants