Lesson 01
Beginner
What Is a Mutual Fund? Meaning, How It Works, Types and Risks
Learn what a mutual fund is, how it pools money, how NAV and units work, major fund types, costs, risks…
Managed Investing Path
Mutual Funds
Learn how mutual funds work, including NAV, units, fund categories, SIPs, costs, taxation, risk and practical fund-selection principles.
Course Curriculum
Learn in the Recommended Order
Use the recommended learning order, or jump directly to the guide you need.
Lesson 02
Beginner
Types of Mutual Funds in India: Equity, Debt, Hybrid and Other Categories
Understand the types of mutual funds in India, including equity, debt, hybrid, life cycle, index, ETF and fund of funds…
Lesson 03
Beginner
What Is NAV in Mutual Funds? Meaning, Formula and Examples
Learn what NAV in mutual funds means, how NAV is calculated, how units are allotted, and why a lower NAV…
Lesson 04
Beginner
SIP vs Lumpsum: Differences, Benefits, Risks and Examples
Compare SIP vs lumpsum mutual fund investing, including differences, examples, risks, rupee-cost averaging and a practical framework to choose.
Lesson 05
Beginner
Direct vs Regular Mutual Funds: Expense Ratio and Return Differences
Compare direct vs regular mutual funds, including expense ratio, NAV, returns, advice, switching rules and the plan suited to different…
Lesson 06
Beginner
Growth vs IDCW in Mutual Funds: Difference, Tax, NAV and Which Is Better?
Growth vs IDCW mutual funds explained with NAV impact, IDCW tax, TDS, compounding, SWP comparison, examples and a practical decision…
Lesson 07
Beginner
Expense Ratio in Mutual Funds: Meaning, TER, Calculation and Impact on Returns
Learn expense ratio in mutual funds, TER and BER under 2026 rules, calculation formula, daily NAV deduction and long-term impact…
Lesson 08
Beginner
Exit Load in Mutual Funds: Meaning, Calculation, SIP Rules and Examples
Learn exit load in mutual funds, the 2026 SEBI cap, formula, SIP and FIFO rules, switches, partial redemption and practical…
Lesson 09
Beginner
Mutual Fund Taxation in India 2026: Equity, Debt, LTCG, STCG and IDCW Tax Rules
Learn mutual fund taxation in India for 2026, including equity fund LTCG and STCG, debt-fund Section 50AA rules, IDCW tax,…
Lesson 10
Beginner
How to Choose a Mutual Fund in India: 15-Point Checklist for Beginners
Learn how to choose a mutual fund in India with a practical 15-point checklist covering goals, risk, category, returns, benchmark,…
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Beginner
How to Choose a Mutual Fund in India: 15-Point Checklist for Beginners
Learn how to choose a mutual fund in India with a practical 15-point checklist covering goals, risk, category, returns, benchmark, costs, portfolio, tax and red flags.
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