Mutual Funds & SIP

Course syllabus

Every lesson has worked examples, diagrams, key terms, common mistakes and a practice check.

1. 1

   Chapter 1

   Fund basics

   • What a Mutual Fund Is 9 min

     One pool, many investors, one professional manager. Here is how the pool works and what you own.

   • Equity, Debt or Hybrid? 10 min

     Fund types differ in what they own, and so in how much they can swing. Match the type to the job.

2. 2

   Chapter 2

   SIP and tax saving

   • SIP and the Power of Compounding 10 min

     A fixed monthly amount, kept going for years, does most of the work. Here is why.

   • ELSS: Saving Tax with Equity 9 min

     ELSS funds give a tax deduction under the old regime, with the shortest lock-in of the tax-saving options.

3. 3

   Chapter 3

   Choosing and automating

   • How to Choose a Good Fund 10 min

     Last year's top performer is rarely next year's. A short checklist works much better.

   • Setting Up a SIP That Runs Itself 10 min

     The best SIP is the one you never have to remember. Here is how to set it up and when to review it.

A look inside: “What a Mutual Fund Is”

Unit

Your share of a mutual fund, issued at the NAV.

NAV

Net asset value: the value of one unit, calculated daily.

AMC

The asset management company that runs the fund.

Riskometer

SEBI's label showing how risky a fund is, from Low to Very High.