← Back to Curriculum
BeginnerNEW

Mutual Funds & ETFs — The Complete Guide

A complete guide to how mutual funds and ETFs actually work, covering how to evaluate a fund, compare index funds and ETFs, and use SIPs and SWPs effectively. Walks through the tax rules on mutual funds and shows how to build a mutual fund portfolio suited to your goals.

Mutual FundsIndex Funds and ETFsSIP and SWP
MODULES
5
DURATION
~2 hrs
TRACK
Mutual Funds & ETFs

What You'll Master

Learn how mutual funds actually work and get evaluated
Compare index funds and ETFs as portfolio building blocks
Use SIPs, SWPs and tax rules to build your portfolio
Access Level
LEARNER
Start Learning Now →Sign in to resume
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

Chapter 1: How Mutual Funds Actually Work

4 Lessons
▶
You're Probably in the Wrong Mutual Fund — Here's Why6 min
Preview
▶
How a Mutual Fund Is Structured — AMC, NAV, Units Explained5 min
▶
Fund Categories — SEBI's Classification You Must Know7 min
▶
Direct vs Regular Plans — Why Your Agent's Fund Costs You More6 min

Chapter 2: Evaluating a Mutual Fund

4 Lessons
▶
Expense Ratio — The Silent Killer of Long-Term Returns6 min
▶
How to Read a Fund Factsheet — Every Number Explained7 min
▶
Rolling Returns vs Point-to-Point Returns — Don't Be Fooled6 min
▶
Fund Manager — How Much Does the Person Matter?5 min

Chapter 3: Index Funds and ETFs

4 Lessons
▶
What Is an Index Fund? — Passive Investing Explained6 min
▶
ETFs vs Index Funds — Which Should You Buy?6 min
▶
India's Best Index Funds — Nifty 50, Next 50, and Beyond7 min
▶
The Great Debate: Index Funds vs Active Funds — What Data Says7 min
Preview

Chapter 4: SIP, SWP and Tax

4 Lessons
▶
SIP — Why Systematic Investing Beats Lump Sum Most of the Time6 min
▶
SWP — How to Create a Monthly Income from Mutual Funds in Retirement6 min
▶
ELSS — Tax Saving Funds Under Section 80C5 min
▶
Mutual Fund Taxation — STCG, LTCG, Debt Fund Rules7 min

Chapter 5: Building Your Mutual Fund Portfolio

4 Lessons
▶
Goal-Based Investing — Matching Funds to Your Financial Goals6 min
▶
The 3-Fund Portfolio — A Simple Framework That Works6 min
▶
How to Rebalance Your Mutual Fund Portfolio Once a Year5 min
▶
Lesson from the Masters: John Bogle's One Rule for Lifelong Investing6 min