How to Pick the Best Mutual Funds?
What You Will Learn
Understanding the basics of Mutual Funds
How to choose the right MF?
What are the methods to invest in MFs?
Case-study-based learning on selecting the right Mutual Funds?
Your Course Overview
5 sections • 24 topics • 2 hrs 49 mins content
1. Basics of Mutual Funds
16 mins
Introduction to Mutual Funds
Start Learning
Important Jargons to understand Mutual Funds- I
Start Learning
Important Jargons to understand Mutual Funds- II
Start Learning
E-Book 1 : NFO Explained.
Download
E-Book 2 : Expense Ratio Complete Guide.
Download
Module 1 - Recap
Download
2. Types of Mutual Funds
57 mins
Types of Mutual Funds
Start Learning
Types of Equity Mutual Funds
Start Learning
Types of Debt Mutual Funds
Start Learning
Types of Hybrid Funds
Start Learning
Features of Index Tracking Funds
Start Learning
Module 2 - Recap
Download
3. How to Choose the Right MF?
44 mins
Performance Evaluation of Mutual Funds
Start Learning
Factors to consider before purchasing Mutual Funds
Start Learning
Case Study - I
Start Learning
Case Study - II
Start Learning
Module 3 - Recap
Download
4. Methods to Invest in MF
26 mins
SIP Vs. Lumpsum Investing
Start Learning
SWP, STP and SWP
Start Learning
Taxation on Mutual Funds
Start Learning
Module 4 - Recap
Download
5. ETF Investing
24 mins
Introduction to ETFs
Start Learning
Types of ETFs
Start Learning
Module 5 - Recap
Download
About The Course
Welcome to the course on Picking the Right Mutual Funds on Upsurge.club where we have explained the fundamentals of Mutual Funds and ETFs. You will learn about the different types of mutual funds and how to select the right mutual fund based on your risk and return profile. This course has multiple examples and a case study through which all the concepts are covered comprehensively for you to begin investing in the right mutual fund.
In lesson 1, Basics of Mutual Funds, you will learn about important concepts related to Mutual Funds and will also understand what is NFO and how the expense ratio is calculated.
In lesson 2, Types of Mutual Funds, you will learn about the features of different types of Mutual Funds like Equity, Debt, Hybrid funds, Index Tracking funds and how to choose the right one based on your risk and return profile.
Lesson 3, How to choose the right Mutual Fund will help you determine the right Mutual Fund based on performance and factors that you should consider before buying Mutual Funds. We have also illustrated case studies for better understanding.
In lesson 4, Methods to Invest in Mutual Funds, you will learn about different ways of investing in Mutual Funds like SIPs, Lumpsum, SWP, and STP and how they will be taxed.
In lesson 5, ETF Investing, you will learn about ETFs and types of ETFs.
Course Highlights:
- Understanding the basics of Mutual Funds and ETFs
- Explore the different types of Mutual Funds and ETFs
- How to choose the right Mutual Fund?
- Learn different methods to invest in MFs
Who is this course for:
- Anyone who is interested to learn the basics of Mutual Funds and ETFs
- Beginners eager to understand different types of Mutual Funds and ETFs
- Individuals who want to start investing in Mutual Funds and ETFs
- Anyone who wishes to kickstart their investing journey
Learn From - CA Twinkle Jain
600K+ Followers
Chartered Accountant
5+ Years
CA Twinkle Jain
CA Twinkle Jain, a finance professional with 5 years of experience, transitioned into a content curator on platforms such as Instagram, YouTube, and LinkedIn. Her impactful contributions have significantly boosted financial literacy in the country, garnering immense love and support from a combined following of over 600K people across her social media channels.Frequently Asked Questions
How can I learn Mutual Funds and ETF Investing?
Can beginners enroll for an online course on Mutual Funds and ETFs Investing?
How long does it usually take to complete a Mutual Funds and ETFs Investing course?
How and where can I apply the knowledge learned in an online Mutual Funds and ETFs Investing course?
₹---
OR
Get this course, plus access to other 70+ courses with Upsurge PRO plan