What you will learn
Mutual funds are how most Indians actually invest, but very few investors know how to compare funds rigorously. This course teaches the professional analyst’s toolkit — ratios, benchmarking, and portfolio construction — applied entirely to the Indian fund landscape.
By the end, you will be able to walk into any fund’s fact sheet, decode every metric, and decide if it deserves a place in your portfolio.
Topics covered (24 lessons)
- Introduction to mutual funds in India
- NAV, fact sheets, equity funds (Parts 1 & 2)
- Debt mutual funds (Parts 1–4) and bond direct investing
- Index funds, arbitrage funds, smart-beta funds
- Measuring returns: absolute, CAGR, XIRR, rolling returns
- Expense ratio, Direct vs Regular plans
- Benchmarking; Beta, Standard Deviation, Sharpe Ratio
- Sortino & Capture ratios
- How to analyse an equity / debt mutual fund
- Building a mutual fund portfolio
- Asset allocation
- Exchange-Traded Funds (ETFs) in India
Frequently Asked Questions
Is this just theory or is it actionable?
Actionable — every metric lesson uses real Indian fund examples (HDFC, ICICI, SBI, Mirae, Parag Parikh, etc.) so you can apply it the same day.
Does it cover SIP vs lumpsum?
Yes, indirectly. The lessons on rolling returns, CAGR, and the equity-fund framework cover when each makes sense.
Are ETFs covered?
Yes — Lesson 24 covers ETFs in detail, including how they differ from index funds and when each is more efficient in the Indian context.
Will I learn how to pick a fund?
Yes — Lessons 19 & 20 are step-by-step ‘How to analyse an equity / debt mutual fund’ lessons with checklists.
Is asset allocation included?
Yes — Lesson 23 is dedicated to asset allocation, including age-based and goal-based frameworks suited to Indian investors.
Already purchased? Go to course content →
Reviews
There are no reviews yet.