Marathon

Selecting the right Mutual Fund

Beginner

Investing in mutual funds is a great start if you are new in the stock market or you don’t have time & knowledge to pick good stocks. But the thing is how to select the best mutual fund as per your expenses & risk profile. Well, this course will help you to clear all your confusions about how you can choose a good mutual fund which can align with your goals & expectations.

6 Modules

3 Hrs.

English

Course Outline

What will you learn?
• Select the right scheme to suit your investment goal 
• Improve your return by investing directly without your advisor 
• Save taxes by investing in the tax-efficient fund 
• Helps you spot the top mutual funds for SIP
• Construct a proper investment portfolio that will minimize your risk  
 

About Course

Mutual funds are good to start investing in the stock market as a beginner or if you don’t have time & knowledge to find the good stocks. But the next question arises: how to find a good mutual fund? What are things needed to consider while selecting a mutual fund? How to identify which mutual fund is risky and which one is worth investing? This course can help you to have clarity around this. Firstly it’s important to have a clear idea of what you want. So question yourself - What is your goal? For what amount of time do you plan on investing? How much risk are you willing to take?

 

This course talks about how to evaluate mutual funds so that it aligns with your goals and expectations. It also includes thorough discussions about evaluating a Fund Manager, designing your Mutual Fund portfolio, and quantitative factors to evaluate a Mutual Fund. After going through this course you’ll be able to find the mutual Funds that can suit your goals and the amount of risk that you can take.

 

What you will get?

PDFs

Flashcards

Assessments

Certificate

Course Syllabus

  • Establishing Financial Goals
  • Portfolio Construction
  • Evaluating a mutual fund
  • How to Evaluate a Fund Manager?
  • Mutual Fund Fact sheet
  • Measuring mutual fund returns
  • Factors to consider while designing a mutual fund portfolio

FAQ’s

Need answers? Find them here

There are no prerequisites for the course. However, it would be helpful if you first watch “Mutual fund array”as it would help you understand the basics of mutual funds.

It's slow and it's steady; buckle up, and get ready. This course falls under the Marathon category and can be completed in a duration of 2-3 hrs.

In the course, we have discussed how investors can select correct mutual funds which align with their investment goals. Further we have discussed the quantitative and qualitative factors that investors should consider when selecting a mutual fund.

This course is a part of the certification “Academy of mutual funds” offered by BSE Institute.However, you would have to complete other courses in certification to obtain the certificate.

No, you do not need to install any specific software for this course. However, it is advised for a user to have an active Internet connection and an updated web browser for a seamless learning experience.

Finology provides you with an opportunity to access all its tools and courses by subscribing to Finology One. Hence, you can access this course as long as your subscription of Finology One is active.

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