All About Mutual Funds

Objective of the Video:

To introduce the course on “Mutual Funds” and provide an overview of the key topics covered.

Key Learnings from the Video:

In this comprehensive course on mutual funds, learners will acquire the knowledge necessary to make informed investment decisions and achieve financial goals. The course covers the following topics:

1. Topics of Mutual Funds Course:

• What are mutual funds?
• Ways of investment: SIP, STP, Lump sum investment
• Mutual funds details: Direct plans, Regular plans, Direct plans vs. Regular plans, Growth & dividend options
• Fund choosing factors: Goal, Risk, Age, Plan
• Categories of mutual funds: Equity, Debt, Hybrid
• Types of equity funds: Large cap, Mid cap, Small cap, Sectoral funds, ELSS
• Types of debt funds: Liquid funds, Ultra short-term funds, Corporate bonds, Credit risk funds, FMPS
• Types of hybrid funds
• How to choose the perfect fund? Advisor, Robo-advisor, Self-research
• Mutual funds taxation: STCG, LTCG, Tax-saving funds, Benefits of tax-saving funds
• Comparison with other investment instruments: Mutual funds vs. PPF, Mutual funds vs. market, Mutual funds vs. FD, Mutual funds vs. ETF
• Invest in mutual funds: Age group, NRIs, Choosing a nominee, Procedure after death of the investor
• Mutual funds facilities: Insurance, Loan against mutual funds, SIP pausing policy
• Mistakes to avoid while investing in mutual funds

2. Experts of Mutual Funds Course:

• Mr. Sanjay Kathuria: A finance expert providing insights into mutual funds.
• Mr. Karanjeet Singh: CA & MBA, an investment banker, offering tips on mutual fund investment.
• Col. Sanjeey Govila (Retd): SEBI registered investment advisor, CEO of Hum Fauji.
• Mrs. Pallavi Nagpal Jairath: Finance expert sharing knowledge about mutual funds.

Key Outcomes of the Video:

• Conduct self-research before investing in mutual funds.
• Diversify investments across different types of mutual funds.
• Seek advice from an advisor before investing in mutual funds.
• Compare mutual funds with other investment instruments before making decisions.