Mutual Funds

Course Overview

Understand mutual-fund categories, risk, returns, SIPs, portfolio construction, expense ratios, taxation basics and fund evaluation. The program is built to help learners connect concepts with practical decision-making while maintaining a strong focus on risk awareness and disciplined process.

Key Topics Covered

1. Mutual Fund Basics

• How mutual funds work
• AMC, NAV, units and expense ratio
• Direct vs regular plans

2. Fund Categories

• Equity, debt, hybrid and index funds
• Large-cap, mid-cap and small-cap concepts
• Liquid and short-duration funds

3. Risk & Return

• Volatility and drawdowns
• Risk profile and time horizon
• Diversification and asset allocation

4. SIP & Goal Planning

• SIP discipline and compounding
• Goal mapping and time horizons
• Portfolio review and rebalancing

5. Fund Evaluation

• Benchmarking and consistency
• Portfolio quality and concentration
• Expense, turnover and risk metrics

6. Investor Awareness

• Taxation concepts
• Common mistakes to avoid
• Long-term investing discipline

What You Will Gain

• A structured understanding of the subject instead of fragmented tips.
• Practical frameworks you can apply to charts, research and market observation.
• Greater awareness of risk, decision quality and trading/investing discipline.
• A clear path for continued practice after the course.

Who Should Enroll?

• New investors
• SIP investors
• Goal-based wealth learners

Course Format

• Mode: Online and offline batches available.
• Learning style: Concept sessions, examples, charts, Q&A and practical market discussion.
• Duration & fees: Confirm the latest batch structure with the academy.