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Mutual Fund Masterclass

Learn how mutual funds work, pick the right type for your goals, and start building wealth through SIPs.

📚 25 lessons 🇦🇳 Hindi & English
Mutual Fund Masterclass

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About This Course

Want to invest but don't have the time to track individual stocks? Wondering how to grow your savings while managing risk? Heard about SIPs and NAVs but unsure what they mean? Then this course is for you.

Mutual funds are one of the simplest and most effective ways to build long-term wealth. This course will help you understand how mutual funds work, the different types - equity, debt, hybrid, index - and how to choose what suits your goals and risk appetite.

You'll also learn about systematic investment plans (SIPs), fund performance evaluation, taxation, and how to avoid common pitfalls. Backed by insights and real-world examples, this course simplifies mutual fund investing so you can start with confidence.

Your Instructor

B
Instructor — English

Bharat Bhatia

Bharat has 7+ years of experience in Private Equity, Investment Banking, and Asset Management. He holds an MBA (Finance), CFA Level 2, and is a Certified Financial Planner (CFP).

Course Contents

Chapter 1 - Introduction to Mutual Funds 2 lessons
1 ▶ Why to Start Investing ASAP?, Introduction to MFs, Advantages and Disadvantages of MFs 🔒
2 ▶ Risks of Financial Assets vs Mutual Funds 🔒
Chapter 2 - Important Concepts of Mutual Funds 5 lessons
3 ▶ Structure of MFs, Where do MFs invest? 🔒
4 ▶ Where do MFs invest? (cont'd) 🔒
5 ▶ The Best MFs for You?, Net Asset Value (NAV) 🔒
6 ▶ How does a MF begin?, Assessing a MF 🔒
7 ▶ Assessing a MF (cont'd), Choosing the Right Fund Manager 🔒
Chapter 3 - Types of Mutual Funds 5 lessons
8 ▶ MFs Pre and Post 2017, Equity Mutual Funds 🔒
9 ▶ Equity Mutual Funds (cont'd) 🔒
10 ▶ Equity Mutual Funds (cont'd) 🔒
11 ▶ Debt Mutual Funds 🔒
12 ▶ Debt Mutual Funds (cont'd), Other Mutual Funds 🔒
Chapter 4 - How to choose the Right Mutual Funds to Invest in? 7 lessons
13 ▶ Understanding MF Metrics, Measuring MF Investment Performance 🔒
14 ▶ Total Expense Ratio 🔒
15 ▶ Beta, Alpha, Standard Deviation 🔒
16 ▶ Sharpe Ratio, Sortino Ratio, Tracking Error, Information Ratio 🔒
17 ▶ Capture Ratios, Preferred Parameters, How to Analyse an Equity Fund? 🔒
18 ▶ How to Analyze a Debt Fund? 🔒
19 ▶ Choosing the Right Mutual Funds 🔒
Chapter 5 - The Right Time to Enter and Exit Mutual Funds 2 lessons
20 ▶ Common Ways to Invest in MFs, Factors to consider, Portfolio Rebalancing 🔒
21 ▶ Portfolio Rebalancing (cont'd), How to Withdraw MFs, Tax Harvesting Using MFs 🔒
Chapter 6 - An Alternative to Mutual Funds 1 lessons
22 ▶ What are ETFs? Why Consider ETFs? Types of ETFs, ETFs vs Mutual Funds 🔒
Chapter 7 - Important Regulations 1 lessons
23 ▶ Who Regulates MFs?, ARN, Role of SEBI 🔒
Chapter 8 - Front Running + Case Studies 2 lessons
24 ▶ Front Running, Checklist to invest in MFs 🔒
25 ▶ Case Study 🔒