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Beginner

Mutual Funds and Passive Investing Basics (Extended)

MODULES

3

DURATION

4 Hours

TRACK

Mutual Funds & ETFs

Access Level

LEARNER

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Full Text Playbooks

Actionable Exercises

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Curriculum Breakdown

Chapter 1: What a Mutual Fund Actually Is

3 Lessons

Pooled Money, NAV, and Units: The Mechanics

Active vs Passive: Where Index Funds and ETFs Fit In

Fund Types by Asset Class and Structure

Chapter 2: Costs, Structures, and How You Actually Buy

3 Lessons

Expense Ratio, Direct vs Regular Plans, and Exit Load

Lump Sum vs SIP: Mechanics and Behavior

How to Actually Invest: AMCs, RTAs, and Platforms

Chapter 3: Reading a Fund Before You Buy

3 Lessons

Reading a Factsheet: AUM, Benchmark, Portfolio, Risk-o-meter

Understanding Returns: CAGR, XIRR, and Rolling Returns

Shortlisting Funds with Screener.in and AMC Factsheets