Course Overview
(1) Investing with Mutual Fund
(a) Introduction to MFs, basic terminology, types schemes etc.
(b) Advantages and Disadvantages of MFs
(c) Can MFs vanish / close business?
(d) Ways of transacting with MFs
(e) Various tools for transacting with MFs (CAMS, MFU Utilities etc)
(f) Various websites for use in MFs

Learning Outcome
- Direct and Regular investment and their differences
- Implementing Life Stage Model in MFs
- Active and Passive Investing
- Investing with Exchange Traded Funds
- Investing with Index Funds
- 10 Types of Equity MFs
- 15 Types of Debt MFs
- 15 Types of Hybrid MFs
- Ways of parking excess funds for short duration
- Predicting future returns of MF scheme based on working of past performance
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- Model Portfolios for various scenarios
- Goal-based investing with MFs
- Behavioral Biases in Investment Decision Making
- Building strategies to design investing portfolio
- Retirement Planning with MFs and NPS
- Selecting the right MF scheme Riskometer and its significance
- Risk measurement in MFs (Alpha, Beta, R-Squared, Info Ratio,
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- Role of fund manager and evaluation of their performance
- Window of direct investment and easiness of managing investments and control
- International Equity MF
- Entry / Exit load and Expenses charged by MFs