Pro Mutual Fund Investor
Master mutual funds and invest like a pro with data-driven decisions.
This course includes
- 12 Hrs of on-demand content
- 6 detailed modules
- Downloadable PDF study material
- Certificate of completion
Course Objective
A comprehensive program that takes complete beginners from understanding money and investing through the stock market, Demat accounts, order placement, and finally to long-term ETF wealth building. The flow is designed to build conviction first, then knowledge, then practical action.
What You Will Learn
Understand how mutual funds work in depth
Select high-quality funds using data-driven metrics
Build a disciplined SIP-based investment plan
Understand tax implications of mutual fund investments
Differentiate between Regular and Direct plans to save costs
Course Curriculum
1Module 1: Foundation of Investment
Module 1: Foundation of Investment
Topics Covered
- Compound Interest
- Inflation
- Time Value of Money
Learning Outcome: Why long-term investment beats short-term speculation.
2Module 2: Understanding Mutual Funds
Module 2: Understanding Mutual Funds
Topics Covered
- Concept of Mutual Fund
- NAV (Net Asset Value)
- Expense Ratio
- Fund manager role
- AUM (Assets Under Management)
- Regular vs Direct Fund
Learning Outcome: Students understand how mutual funds are structured and managed.
3Module 3: Types of Funds
Module 3: Types of Funds
Topics Covered
- Equity funds
- Debt funds
- Hybrid funds
- Index funds
- Sector funds
Learning Outcome: Students can identify the right fund type for their goals.
4Module 4: Mutual Fund Selection Skills
Module 4: Mutual Fund Selection Skills
Topics Covered
- Rolling Return
- Risk Adjusted Returns
- Sharpe Ratio
- Sortino Ratio
- Standard Deviation
- Fund manager track record
Learning Outcome: Students can evaluate and select high-quality mutual funds.
5Module 5: SIP vs Lump Sum Strategy
Module 5: SIP vs Lump Sum Strategy
Topics Covered
- Future Value of SIP
- Rupee Cost Averaging
- Disciplined and automatic investing
- Reducing market timing mistakes
Learning Outcome: Students understand the best investment strategy for their situation.
6Module 6: Taxation
Module 6: Taxation
Topics Covered
- LTCG (Long Term Capital Gains)
- STCG (Short Term Capital Gains)
- Debt fund taxation
- Indexation benefits
- Tax saving funds (ELSS)
Learning Outcome: Students can plan their investments tax-efficiently.
Course Details
- Duration12 Hours
- LevelBeginner
- FormatLive Classes
- Modules6 modules
- Students180+ enrolled
- Rating4.7 / 5.0
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