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Mutual Funds & ETFs
6 courses
Mutual Funds and Passive Investing Basics (Extended)
Description coming soon.
Navigating AMFI and Mutual Fund Utility Portals
Mutual fund paperwork does not end after your first SIP. This course walks you through the infrastructure behind every mutual fund investment in India, AMFI, the RTAs (CAMS and KFintech), and the MF Utility platform, so you can register once, read your Consolidated Account Statement without confusion, and handle SIPs, switches, and redemptions yourself.
- What AMFI, CAMS, and KFintech actually do, and why every mutual fund investor deals with them whether they realise it or not
- How to complete KYC through a KRA and why it only needs to be done once
- How to register on MF Utility, get a CAN, and link your folios
Practice Drills: Comparing Two Mutual Fund Factsheets
A hands-on, India-specific drill set for actually reading a mutual fund factsheet and comparing two funds side by side instead of just going by star ratings. Built for first-time demat holders, college students, salaried professionals, homemakers, and retirees who have opened an AMC factsheet PDF or a screener.in mutual fund page and not known which numbers actually matter. Walks through expense ratio, exit load, fund manager tenure, portfolio turnover, trailing versus rolling returns, and the risk metrics worth trusting, then puts that knowledge to work on real head-to-head comparisons: two large cap funds, a direct versus regular plan of the same fund, and an active fund against its index fund benchmark.
Practice Drills: Reconstructing a Fund Manager's Public Portfolio Logic
Every Indian mutual fund publishes its full portfolio every month. Most investors glance at the top ten holdings and move on. This drill course teaches you to read those disclosures the way an analyst at a rival AMC would: as evidence of a decision process. You will download and clean a real monthly portfolio file, classify holdings into SEBI market-cap buckets, measure concentration and active share against the benchmark, compute weighted portfolio valuations, and place the fund on a value, growth and quality map. Then you move from snapshots to behaviour, building a month-over-month change log that separates genuine buying from price drift, spots tranche entries and exits, and estimates turnover and cash calls. You will extend the method to PMS managers and named large investors through quarterly shareholding patterns and bulk and block deals, learn exactly what public data cannot tell you, and finish by writing a ten-line rulebook for a fund of your choice and testing it against the next month's disclosure.
- Source and clean AMC monthly portfolio disclosures into a reusable reconstruction workbook
- Classify holdings by SEBI market-cap bucket and measure concentration, active share and sector tilts against the benchmark
- Compute weighted portfolio P/E, P/B and ROE and place a fund on a value, growth and quality map
Using Value Research Online for Mutual Fund Analysis
Value Research Online is the tool most serious Indian mutual fund investors check before they buy. This course teaches you to actually use it: read its star ratings correctly, pull the metrics that matter, compare funds side by side, and build a shortlist you can defend, instead of picking funds off a screener's top-10 list.
- Navigate Value Research Online and set up a free account
- Read and correctly interpret VRO's 1-5 star fund rating system
- Understand NAV, AUM, and expense ratio as shown on VRO
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.
- 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