Basics of investing in Mutual Funds

Name: Basics of investing in Mutual Funds
Rating: 4.1 (260 reviews)

A simple and basic step by step guide to get you started in investing in mutual funds

Created byRam Mohan

Last updated 3/2022

English

What you'll learn

Choose the best possible mutual funds to invest in India
Use different tools to pick the right funds for the right goals
Understand the benefits and returns on mutual funds
Define and set goals for savings

Course content

7 sections • 43 lectures • 1h 23m total length

Introduction2:22
Introduction and what you can expect to learn from this course
Why invest in the first place?2:24
You will understand the benefits of investing and why investing is so important for securing a safe and prosperous future
The different types of investments4:12
You'll understand the different types of investments and what is considered an ideal split -- 60% in stocks, 20% in bonds and 20% in real estate. You'll also understand why mutual funds are so effective and powerful
Recap0:32
A quick recap of the main learning points in this section

Section Overview0:38
We'll have a brief lecture on what you can expect to learn from this section
What is a Mutual Fund?2:18
Explanation of what a mutual fund actually is
Type of Mutual Funds2:50
We'll understand the various types of mutual funds -- Tax Savings, Debt, Equity based and the main similarities and differences between them
Expected Returns from Mutual Funds4:05
We'll understand how to calculate the Return on Investment (ROI) of a mutual fund and what the industry standards are. We'll look at both the upside as well as downsides possible
Advantages of mutual funds and associated risks1:32
You'll understand the advantages of investing in mutual funds and the risks associated with them. We'll also talk about how to minimize these risks using some strategies
Technical Terms used in Mutual Funds4:35
We'll understand about the main technical terms used in Mutual Funds -- NAV, AUM, CAGR etc
Recap0:46
A quick recap of the main learning points in this section

Section Overview0:29
We'll have a brief lecture on what you can expect to learn from this section
Introduction to SIP3:59
What is SIP and why is it so powerful?
The Power of Compounding3:42
We'll learn about why the power of compounding is often called the "eight miracle of the world" and how to use it to our advantage
Target Based Investments2:40
An introduction to target based investments and why this is essential to successful financial planning
Calculators2:35
A brief introduction to the various types of SIP calculators and a few samples on how to use them.
Recap0:53
A quick recap of the main learning points in this section

Section Overview0:27
We'll have a brief lecture on what you can expect to learn from this section
Why should you research and invest than depending on a financial planner?0:46
We'll understand how you would gain by being an active participant in your investment decisions than depending on a mutual fund advisory
Platform to invest in mutual funds5:14
We'll discuss about the FundsIndia platform that can help you easily invest in mutual funds at the convenience of your desktop
Tracking your mutual fund performance4:29
We'll talk about the MoneyControl Website that can be used to track your mutual funds performance
Researching for mutual funds to invest in8:11
Here we'll introduce another platform ValueResearchOnline and how we can use this and MoneyControl to decide on which funds to invest.
Putting it all together2:17
So, how do we put it all together and start investing in mutual funds?
Recap0:32
A quick recap of the main learning points in this section

Section Overview0:17
We'll have a brief lecture on what you can expect to learn from this section
Importance of regular portfolio reviews1:32
We'll learn why it is critical to regularly review your portfolio and what is the suggested review period
Analyzing your Fund(s) Performance2:40
We'll take a deeper look into how we need to analyze our fund's performance and whether it has met our target or not
Adding to Winners and Weeding out Losers1:50
We'll learn about the key principles of holding onto winners and selling our losers
Rebalancing portfolio2:11
We'll understand how to re-balance your portfolio in order to remain current to your financial goals
Recap0:15
A quick recap of the main learning points in this section

Section Overview0:28
We'll have a brief lecture on what you can expect to learn from this section
Using Debt Funds and Liquid funds instead of bank deposits1:43
We'll understand how parking your funds in Debt Funds instead of Savings account will help make your money work for you
What the heck is STP and SWP?3:14
We'll understand about STP and STW
Tax Saving Mutual Funds1:59
We'll understand how to save tax on mutual fund investments
How are mutual fund gains taxed?1:47
We'll understand how mutual funds are taxed, both gains and losses. And how to use both to our advantage against the taxman
Correction to term used in Taxation of Mutual Funds0:16
Final thoughts2:01
Final thoughts before you set off on your success journey

Rule of 722:00
Understand the rule of 72 and how to use it-- along with 4 other thumb rules!
Using Credit Cards Wisely to maximize cash flow1:00
We'll learn how you can use credit cards to wisely increase cash flow as well as collect points and rewards
Misc Techniques2:00
Few other techniques like "Pay yourself first" or "Invest before spending a %" etc.
Useful Websites and Suggested Readings1:00
Useful websites for researching and investing in mutual funds
What next?1:00
General tips to set you off in your quest for financial success
Bonus Material0:20

Requirements

You would need to have a bank account and PAN card in order to invest in mutual funds
Don't worry if you don't have prior experience in investing. Setting you up on an investment platform is covered on this course (though this isn't the only way to do it; it's just preferred and easy)

Description

Everyone wants to invest, however very few people end up doing so. Why is this? It's because many find investing a puzzle and a difficult task when it is indeed quite the opposite.

This course demystifies investing in the mutual fund industry (with a specific focus on the Indian mutual fund industry)

I take you right from the basics of investing and take you through the baby steps of understanding what a mutual fund is, a SIP is and so on and then go on to cover advanced topics like STP, SWP, Liquid funds etc.

This course contains about 1.5 hours of video along with several useful links and pdfs to help you get started with investing.

This course is for the absolute beginner who wants to invest as well as the intermediate investor who knows about investing but wants to improve his knowledge around how to invest.

The course is structured in a way that you'll be able to quickly start investing and making informed decision about investing as soon as you finish your course, i.e. within 1.5 hours. It's a very short investment in terms of time and money (with a 100% money back guarantee) and the returns are worth 1000s of $$. Come on in and you won't be disappointed!

Sample of reviews from students:

Karthik Shekarappa - "I would say for a starter this is a very good course which gives a overall view on what's happening in this business world."

Manish Rawat - "It's a great experience love this course it was very helpful in planning my future investments."

Hamilton Rozario - "I have studied this course again. I wish I knew some of this when I was in my 20s. Highly recommend to get a better understanding of what one needs to do with their hard worked money"

Sudhir - "After many months of researching on MFs I'd almost given up. However I happened to stumble upon a link to this course on a popular internet forum. And this course blew my mind. Everything I have read about MFs is crystal clear now. Highly recommend it for anyone starting their journey on investments. Thanks Ram for this."

Shyam - "Good Introduction to Mutual Fund Investing - A must watch. Looking forward for a ValueInvesting - Basics of Share investing from the tutor."

Who this course is for:

This course is meant for beginning investors who have no idea of how mutual funds and markets work. This is ideally suited for people in their 20s and those who have just started earning as the techniques outlined have a long term horizon (15 to 20 years)
This course is designed for people who can put aside some money every month on mutual funds. The amount can be as low as Rs. 500 per month
Even if you do know about mutual funds and investing (maybe you already invest), this course will help you pick the right funds and give you a lot of tips and tricks about investing

Basics of investing in Mutual Funds

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 10min

Deep Dive into mutual funds7 lectures • 17min

SIP and the power of compounding6 lectures • 14min

Investing in Mutual Funds7 lectures • 22min

Reviewing your investments6 lectures • 9min

Advanced Tips and Tricks7 lectures • 11min

Bonus6 lectures • 7min

Requirements

Description

Who this course is for: