What You will learn

🎯 Course Overview:

Are you new to the world of investing and want to build wealth without the technical jargon? This course, “Basics of Mutual Funds,” is designed especially for first-time investors, young professionals, and anyone curious about how mutual funds work. Learn everything from SIPs and fund types to taxation, common mistakes, myths, and goal-based investing — all explained in a simple, practical, and engaging format.

With 30+ easy-to-understand modules, real-life analogies (like our famous Bakery Cap Analogy 🍞), and beginner-friendly language, this course empowers you to make confident and informed investment decisions.

🧩 What You’ll Learn:🧠 Foundational Concepts:

• What is a Mutual Fund?
• What is NAV & CAGR?
• SIP vs Lumpsum: What’s Best for You?
• Types of Mutual Funds: Equity, Debt, Hybrid
• Index Funds vs Actively Managed Funds

❗ Beginner Mistakes to Avoid:

• Choosing funds by past returns only
• Direct vs Regular plans confusion
• Exiting funds at the wrong time
• Starting too late & stopping SIPs during a dip
• Not tracking fund performance
• Not linking your goals with funds

🧮 Returns & Risk:

• How returns are calculated
• Understanding risk in Mutual Funds
• When to choose Debt over Equity

💼 Smart Planning & Strategy:

• Goal-based investing explained
• Role of a financial advisor
• Mutual Fund Taxation simplified
• Who can invest and why MFs exist

🧚 Breaking the Myths – Part 1 & 2:

• Common myths like "Mutual funds are risky"
• “I need a lot of money to start”
• “It’s like gambling” and many more debunked

📚 Bonus Analogies & Stories:

• 🧁 Large, Mid, Small Cap – explained with a Bakery Analogy
• 🛒 Mutual Fund Types – like shopping for your needs
• 📉 Market Dip SIP Decisions – emotion vs logic

🧑‍💻 Who Should Take This Course?

• College students or freshers looking to start SIPs
• Salaried professionals and freelancers
• Homemakers managing family finances
• Anyone curious about safe and smart investing options

🕒 Course Format:

• 30+ bite-sized video lessons
• Interactive quizzes & recap modules
• Worksheets & downloadable infographics
• Lifetime access with updates

🎓 What You'll Walk Away With:

• Confidence to start your first mutual fund investment
• Awareness of beginner traps to avoid
• A step-by-step approach to long-term wealth creation
• Clarity on fund types, taxes, and strategies
• A beginner-to-intermediate level understanding of MFs