Level 1 - Mutual Fund Investing Masterclass

Learn the basics of mutual funds, different types, key terms, players and operational aspects to get investment ready

4.45 (98 reviews)
Udemy
platform
English
language
Investing & Trading
category
instructor
457
students
5.5 hours
content
Jan 2021
last update
$54.99
regular price

What you will learn

Introduction to mutual fund investing

Why invest in mutual fund

Investment goals

History of mutual funds

Different types of mutual funds and their peculiarities

Key terminologies and players that any investor should know

Key risks/costs involved in mutual fund investing

How to select a fund for investment

Operational aspects of mutual fund investing

Key things to know to become INVESTMENT READY

Description

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.

Content

Introduction

Course Objective & Contents
Know Your Instructor #1
Know Your Instructor #2
Making the Best Use of this Program
3 Main Investment Goals
Broad Asset Types
The Mutual Fund
Practical Illustration : What is a Mutual Fund
Quick History of Mutual Funds
Why Mutual Funds
Quick Quiz

Asset Classes

Introduction
Stocks
Bonds
Commodities
Funds
Index
Quick Quiz

Types of Mutual Funds

Introduction
Equity Funds
Debt Funds
Balanced / Hybrid Funds
Fund of Funds
Exchange Traded Funds
Index Fund
Practical Illustration : Types of Mutual Funds
Quick Quiz

Equity Funds

Introduction
Diversified Equity Fund
Thematic / Sectoral / Speciality Fund
Value Fund
Dividend Fund
Contra Funds
Tax Saving Fund
Focused Equity Fund
Large Cap Fund
Midcap Fund
Small Cap Fund
MultiCap Fund
Practical Illustration : Types of Equity Funds
Quick Quiz

Debt Funds

Introduction
Gilt Fund
Corporate Debt Fund
Credit Rating Based Funds
Sectoral Debt Funds
Multi-Duration Funds
Duration Based Fund
Floater Funds
Practical Illustration : Types of Debt Funds
Quick Quiz

Balanced Funds or Hybrid Funds

Introduction
Conservative Funds
Balanced Funds
Aggressive Funds
Multi-Asset Funds
Arbitrage Funds
Practical Illustration : Types of Hybrid Funds
Quick Quiz

Fund of Funds

Introduction
Global Equity Fund
Debt Oriented Fund
Exchange Traded Funds
Sectoral Funds
Asset Allocator Funds
Practical Illustration : Types of Fund of Funds
Quick Quiz

Exchange Traded Funds

Introduction
Index Fund
Gold Fund
Sectoral Index Fund
Practical Illustration : Index & ETF Funds
Quick Quiz

The Players

Introduction
Regulators
Associations
Independent Financial Advisor
The National Distributor
Brokers
Investors
Fund Manager
Asset Management Company
Banks
Index Providers
Exchanges
Quick Quiz

Basic Terminologies

Introduction
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
Practical Illustration : Mutual Fund Terminologies
Quick Quiz

Investment Risk

Introduction
Interest Rate Risk
Credit Risk
Liquidity Risk
Domestic Market Risk
Unsystematic Risk
Global Market Risk
Currency Risk
Practical Illustration : Mutual Fund Risks
Quick Quiz

Mutual Fund Management Cost

Introduction
Investment Management Fee
Advisory & Research Fee
Transaction Fee
Taxes
Operational & Distribution Costs
Practical Illustration : Mutual Fund Costs
Quick Quiz

Fund Selection Basics

Introduction
Mutual Funds on Risk Spectrum
Mutual Fund Risk Profile
Equity Mutual Fund Basic Investment Styles
Quick Quiz

Operational Aspects of Investing

Introduction
KYC
Traditional Distribution Channels
Online Channels
Investment Modes
Quick Quiz

Conclusion

Congratulations, Thank You & All the best!

Screenshots

Level 1 - Mutual Fund Investing Masterclass - Screenshot_01Level 1 - Mutual Fund Investing Masterclass - Screenshot_02Level 1 - Mutual Fund Investing Masterclass - Screenshot_03Level 1 - Mutual Fund Investing Masterclass - Screenshot_04

Reviews

Sumon
July 27, 2023
explained in a very easy way - and in a pace that is absolutely perfect. small video that keeps one attention.
Brijesh
June 9, 2023
This course is very informative for those who are beginner it gives good information about understanding industry of mutual fund i liked it
Bishwamohan
May 23, 2023
The course content was simple and easy to comprehend. The teaching was also very easily understandable. Any beginner to mutual fund investing will find it very easy to learn.
Anu
January 18, 2023
I am a complete beginner to this field. So what ever was explained was completely new and helpful for me
Vaibhav
April 29, 2022
The layman language of teaching has been very helpful and the practical illustration really nail the concepts. Keep it up
Naveen
July 20, 2021
Good Course to know the basics of MF, Investing will be taught in 3. I wish this course could tell us more on how to select and invest wisely online.

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3654874
udemy ID
11/23/2020
course created date
2/1/2021
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