Mutual Fund Course: Learn Mutual Fund Investing

Sometimes, it might have happened that you plan something, and it does not go well.

You set a goal, but you may take a longer time to achieve it & sometimes it may take so long that achieving the goal becomes pointless.

So it is with any financial goal, too, like buying your favourite car, building your dream home, planning a holiday destination, etc.

To achieve any financial goal in life, what is most needed is financial planning, and planning requires the right understanding of the type of investment you pool your money in.

Amongst the various investment options available, a mutual fund gives you a balanced return & is best suited to achieve long-term goals.

This mutual funds course is a well-structured recorded program to help you learn about mutual funds, understand the ways in which you can invest in them, know about the various important jargon used in the mutual fund industry, such as Net Asset Value (NAV), exit load, expense ratio etc. It will help you to learn and then make informed decisions before investing in mutual funds.

Please find below the overview of the topics covered under the mutual fund certification course in Hindi.

Topic 1: Introduction to Mutual Funds

• In this section, you will understand what mutual funds are.
• Understand the benefits of investing in a mutual fund.

Topic 2: Types of Mutual Funds

• You will explore the mutual fund classifications based on investment strategies like equity, debt, and hybrid funds.
• Look into the classification based on structure, such as open-ended and closed-ended funds.

Topic 3: Ways to Invest in Mutual Funds

• You will learn about the types of plans you can invest in, such as Systematic Investment Plans (SIP) and Lump-sum.
• Understand the difference between both of these methods.

Topic 4: Important Concepts of Mutual Funds

• You will also understand important concepts such as Assets Under Management (AUM), New Fund Offer (NFO), Benchmark, and Exchange-traded Funds.
• Learn about Exit Load, Expense Ratio, Factsheet and Offer Document (OF).

Topic 5: Valuation

• Here, you will understand what Net Asset Value (NAV) is.
• Learn the importance of NAV.

Topic 6: How Does a Mutual Fund Scheme Work?

• You will understand how a mutual fund scheme works and how you make money in it with the help of an example.

Topic 7: Mutual Funds & Taxes

• In this mutual funds course, you will also understand the concept of capital gains tax.
• Know about short-term and long-term capital gains tax on debt and equity funds.
• Understand Securities Transaction Tax (STT) and Dividend Distribution Tax (DDT).