Core subjects covered:

• Mutual Funds: Learn about mutual funds, their types, and how they work.
• Shares: Understand the basics of shares in investment.
• Fixed Income: Learn about fixed income securities.
• Stock or Equity: Understand the concept of stock or equity.
• Difference between Shares and Equity: Differentiate between shares and equity.
• Trading: Understand the basics of trading in financial markets.
• Dividend: Learn about dividends and their importance in investment
• Investment Perspective:Develop a perspective on investment strategies.
• Physical Assets or Real
• Estate: Understand the role of physical assets or real estate in investment.
• Investment: Understand the concept of investment.
• Saving: Define saving and its importance.
• Difference between
• Investment and Saving:Investment and Saving
• Calculation: Learn how to calculate investment and saving.
• Inflation: Understand the impact of inflation on investments and savings.
• Asset Details: Learn about different types of assets.
• Asset Classes:Understand the various classes of assets.
• Saving Accounts: Explore the features and benefits of saving accounts.
• Bonds: Understand the concept of bonds and their role in investment.
• Factors Affecting Asset
• Allocation: Understand the factors influencing asset allocation.
• Strategic Allocation: Learn about strategic asset allocation.
• Tactical Allocation:Understand tactical asset allocation.
• Difference between
• Strategic and Tactical
• Allocation: Differentiate between strategic and tactical asset allocation.
• Mutual Fund Introduction:Learn the basics of mutual funds.
• Mutual Fund Role and Process: Understand the role and process of mutual funds.
• Role of Mutual Fund
• Advisor: Understand the role of a mutual fund advisor.
• Cash and Cash
• Equivalent Difference:Differentiate between cash and cash equivalents.
• Portfolio: Understand the concept of a portfolio in investment.
• Diversification: Learn the importance of diversifying investments.
• How to Diversify Portfolio:Understand strategies for diversifying a portfolio.
• Portfolio Diversification
• Practical Calculation:Learn how to practically calculate portfolio diversification.
• Asset Allocation:Understand the concept of asset allocation.
• Asset Allocation Practical
• Example: Explore practical examples of asset allocation.
• Cut-off Timings for Determining Applicable
• NAV: Understand the importance of cut-off timings in determining the applicable NAV.
• Myth of NAV: Address common misconceptions about Net Asset Value.
• Assets Under Management
• (AUM): Understand the concept of Assets Under Management in mutual funds.
• Unit Capital: Learn about unit capital in mutual funds.
• Mark to Market: Understand the concept of Mark to Market in mutual funds.
• Sales Price: Learn about the sales price of mutual fund units.

Core subjects covered:

• Repurchase Price:Understand the concept of repurchase price in mutual funds.
• How do Mutual Fund scheme operate: Learn how mutual fund schemes operate.
• Units: Understand the concept of units in mutual funds.
• NAV (Net Asset Value):Understand the concept of Net Asset Value in mutual funds.
• NAV Formula and Calculation: Understand how Net Asset Value is calculated.
• How to Check NAV: Learn how to check the Net
• Asset Value of a mutual fund.
• NAV Practical Use:Understand the practical implications of Net Asset
• Value in mutual fund investments.
• Open-ended Scheme:Understand the features and benefits of open-ended mutual fund schemes.
• Close-ended Scheme: Learn about close-ended mutual fund schemes and their characteristics.
• Interval Funds: Understand the concept of interval funds in mutual funds.
• Classification of Mutual
• Fund by Portfolio
• Management: Explore the classification of mutual funds based on portfolio management strategies.
• Actively Managed Funds:Understand the characteristics of actively managed mutual funds.
• Passively Managed Funds:Learn about passively managed mutual funds and their advantages.
• Large Cap Funds: Learn about large-cap mutual funds and their characteristics.
• Small Cap Funds:Understand small-cap mutual funds and their investment potential.
• Mid Cap Funds: Learn about mid-cap mutual funds and their role in a portfolio.
• New Fund Offer (NFO):Understand the concept of a new fund offer in mutual funds.
• Face Value: Understand the concept of face value in mutual funds.
• Types and Class of Mutual Fund by Structure:Explore the types and classes of mutual funds based on their structure.
• SEBI Rationalisation: Learn about SEBI’s rationalization of mutual fund schemes.
• Sector Specific Funds:Understand the concept of sector-specific mutual funds.
• Thematic Funds: Learn about thematic mutual funds and their investment approach.
• Value Funds: Understand the characteristics of valueoriented mutual funds.
• Contra Funds: Learn about contra mutual funds and their investment strategy.
• ELSS: Understand the concept of Equity Linked
• Savings Schemes (ELSS) and their tax benefits.
• Debt: Learn about debt mutual funds and their role in a balanced portfolio.
• 2 Differences between
• Active and Passive Funds:Differentiate between active and passive mutual funds.
• Expense Ratio:Understand the concept of expense ratio in mutual funds.
• Exchange Traded Funds
• (ETF): Learn about exchange-traded funds and how they differ from mutual funds.
• ETF v/s Mutual Funds:Compare and contrast
• ETFs with mutual funds.
• Index Funds: Understand the concept of index funds and their advantages.
• Nifty: Learn about the Nifty index and its significance in the Indian stock market.
• SEBI Categorisation:Understand SEBI’s categorization of mutual funds.
• International Funds: Learn about international mutual funds and their advantages.
• Growth Funds: Understand the characteristics and investment approach of growth-oriented mutual funds.
• Overnight Funds to Floater
• Funds: Explore the spectrum of debt mutual funds from overnight funds to floater funds.
• Demat Account:Understand the importance of a Demat account in mutual fund investments.
• Total Expense Ratio with Calculation: Learn about the Total Expense Ratio
• (TER) of mutual funds and how it is calculated.
• Inflation Risk with Animation Video

Core subjects covered:

• Explanation: Understand inflation risk in investments through an animated video explanation.
• FMP: Understand the concept of Fixed Maturity
• Plans (FMPs) in mutual funds.
• Hybrid Funds: Explore the characteristics of hybrid mutual funds.
• Arbitrage Funds:Understand the concept and strategy of arbitrage funds.
• Index Funds: Learn about index funds and their passive investment approach.
• Multi-Asset Funds:Understand the concept of multi-asset funds and their investment strategy.
• Capital Protect: Learn about capital protectionoriented mutual fund schemes.
• FoF: Understand the concept of Fund of Funds
• (FoF) in mutual funds.
• Direct Plan: Learn about direct plans in mutual funds and their advantages.
• Regular Plan: Understand the features of regular plans in mutual funds.
• Difference between Direct and Regular Plan with Case
• Study: Differentiate between direct and regular plans using a case study.
• How to Invest in Direct Plan:Learn the process of investing in direct plans.
• Systematic Plans:Understand the concept of systematic investment and withdrawal plans.
• Systematic Investment
• Plan (SIP): Learn about SIPs and their benefits.
• Why We Invest Through SIP:Understand the advantages of investing through SIPs.
• Credit Risk: Learn about credit risk in debt mutual funds.
• Market Risk: Understand the concept of market risk and its impact on investments.
• Price Risk: Learn about price risk and its implications for investors.
• Interest Risk: Understand interest rate risk in debt mutual funds.
• Risk Profiling: Learn about risk profiling and its importance in investment planning.
• Advantages of Investing in Mutual Funds: Explore the advantages of mutual fund investments.
• Tax Benefits: Understand the tax benefits available on mutual fund investments.
• Sponsors: Understand the role of sponsors in mutual funds.
• Trust and Trustees: Learn about the trust and trustees in mutual funds.
• Asset Management
• Company (AMC):Understand the role of AMC in managing mutual funds.
• Custodian Registrar and Transfer Agents (RTA):Understand the role of custodian RTAs in mutual funds.
• Auditors: Learn about the role of auditors in mutual funds.
• Fund Accountants:Understand the role of fund accountants in mutual funds.
• Distributors: Learn about the role of distributors in mutual fund distribution.
• Power of Compounding with Calculation: Learn about the power of compounding through a calculation example.
• How to Start SIP Step by Step: Understand the step-by-step process of starting a SIP.
• Lumpsum: Learn about investing a lump sum amount in mutual funds.
• Systematic Transfer Plan
• (STP): Understand the concept of STP in mutual funds.
• Systematic Withdrawal
• Plan (SWP): Learn about
• SWP and how it works.
• Mutual Fund Structure:Understand the structure of mutual funds.
• Key Constituents of Mutual Funds: Learn about the key components of mutual funds.
• SID: Learn about the Scheme Information
• Document (SID) and its contents.
• SAI: Understand the Statement of Additional
• Information (SAI) and its importance.
• KIM: Learn about the Key

Core subjects covered:

• Information Memorandum
• (KIM) and its contents.
• Mutual Fund Advisors:Understand the role and responsibilities of mutual fund advisors.
• AMFI Registration Number
• (ARN): Learn about the AMFI
• Registration Number and why it is required.
• Why ARN Required:Understand the importance of having an ARN for mutual fund advisors.
• ARN Code: Learn about the format and structure of ARN codes.
• KYC Registration
• Agencies: Understand the role of KYC registration agencies in mutual fund investments.
• Credit Rating Agencies
• (CRA): Learn about the role of credit rating agencies in mutual funds.
• CRISIL, CARE, ICRA:Understand the importance of credit rating agencies like CRISIL, CARE, and ICRA in mutual funds.
• AMFI Roles, Functions, and Objectives: Learn about the roles, functions, and objectives of the Association of Mutual
• Funds in India (AMFI).
• Mutual Fund Offer
• Documents: Understand the various documents associated with mutual fund offers.
• Difference between Sharpe
• Ratio and Treynor Ratio:Understand the differences between the Sharpe ratio and the Treynor ratio.
• Standard Deviation
• Practical: Learn how to calculate and interpret standard deviation for mutual funds.
• Alpha Ratio Practical:Understand how to calculate and interpret the alpha ratio for mutual funds.
• Tracking Error Practical:Learn how to calculate and interpret tracking error for mutual funds.
• Entry and Exit Load:Understand the concept of entry and exit loads in mutual funds.
• Fund Factsheet Practical:Learn how to read and interpret a mutual fund factsheet.
• Documents Required for ARN: Understand the documents required for obtaining an ARN.
• How to Apply for an ARN
• Code: Learn the process of applying for an ARN code.
• Time Stamping Practical:Understand the concept of time stamping in mutual fund transactions.
• Benchmark: Learn about benchmark indices and their role in evaluating mutual fund performance.
• Sharpe Ratio Practical:Understand how to calculate and interpret the Sharpe ratio for mutual funds.
• Treynor Ratio Practical:Learn how to calculate and interpret the Treynor ratio for mutual funds.
• Practical – In-depth
• Analysis: Learn how to conduct an in-depth analysis of mutual fund performance.
• Practical – Mutual Fund
• Breakdown: Understand how to breakdown a mutual fund investment into its components.
• Practical – Using SIP and Other Calculators: Learn how to use SIP and other calculators for financial planning.
• Practical – Comparing
• Different Mutual Funds:Understand how to compare different mutual funds based on various parameters.
• Practical – Understanding
• Data and Report: Learn how to understand and interpret data and reports related to mutual fund investments.
• Evaluate Mutual Fund:Understand how to evaluate the performance of a mutual fund.
• How to Select Mutual
• Fund Scheme: Learn the process of selecting a mutual fund scheme based on various criteria.
• Practical – How to Open a Free Demat Account:Learn the step-by-step process of opening a free
• Demat account.
• Practical – How to Select the Best Mutual Fund:Understand the process of selecting the best mutual fund based on your investment goals.
• Practical – Web
• Dashboard: Learn how to use a web dashboard for monitoring mutual fund investments.