Level 1 - Mutual Fund Investing Masterclass

This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.

The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.

The primary objective of the Level 1 – Mutual Fund Investing Masterclass is to make you “investment ready”.

So, by the time you are done with this course, you will be ready to start investing in mutual funds.

Following are the topics covered in this course :

Introduction to Mutual Funds

• 3 Main Investment Goals

• Broad Asset Types

• The Mutual Fund

• Quick History of Mutual Funds

• Why Mutual Funds

Asset Classes

• Stocks

• Bonds

• Commodities

• Funds

• Index

Types of Mutual Funds 

• Equity Funds

• Debt Funds

• Balanced or Hybrid Funds

• Fund of Funds

• Exchange Traded Funds

• Index Fund

Equity Funds 

• Diversified Equity Fund

• Thematic / Sectoral / Speciality Fund

• Value Funds

• Dividend Funds

• Contra Funds

• Tax Saving Fund

• Focused Equity Fund

• Large Cap Fund

• Midcap Fund

• Small Cap Fund

• MultiCap Fund

Debt Funds 

• Gilt Fund

• Corporate Debt Fund

• Credit Rating Based Funds

• Sectoral Debt Funds

• Multi-Duration Funds

• Duration Based Fund

• Floater Fund

Balanced or Hybrid Funds 

• Conservative Funds

• Balanced Funds

• Aggressive Funds

• Multi-Asset Funds

• Arbitrage Funds

Fund of Funds  

• Global Equity Fund

• Debt Oriented Fund

• Exchange Traded Funds

• Sectoral Funds

• Asset Allocator Funds

Exchange Traded Funds  

• Index Fund

• Gold Fund

• Sectoral Index Fund

The Players   

• Regulators

• Associations

• Independent Financial Advisor

• The National Distributor

• Brokers

• Investors

• Fund Manager

• Asset Management Company

• Banks

• Index Providers

• Exchanges

Basic Terminologies

• AUM

• Age / Inception Date

• Unit

• Fund Options / Share Class

• Fund Type : Open Vs Closed

• NAV

• CAGR

• Benchmark

• Investment Objective

• Fund Description

• Min. Purchase Amount

• Entry Load

• Exit Load

• Min. Redemption Amount

• Total Expense Ratio

• Suitability

• Fund Manager

Investment Risk 

• Interest Rate Risk

• Credit Risk

• Liquidity Risk

• Domestic Market Risk

• Unsystematic Risk

• Global Market Risk

• Currency Risk

Mutual Fund Management Cost  

• Investment Management Fee

• Advisory & Research Fee

• Transaction Fee

• Taxes

• Operational & Distribution Costs

Fund Selection Basics   

• Mutual Funds on Risk Spectrum

• Mutual Fund Risk Profile

• Equity Mutual Fund Basic Investment Styles

Operational Aspects of Investing    

• KYC

• Traditional Distribution Channels

• Online Channels

• Investment Modes

Standard Disclaimer : The material presented here is for educational purposes only. Please do your own proper due diligence. There are risks involved in markets and mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.