Level 1 - Mutual Fund Investing Masterclass

About 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.