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Foundations of Mutual Funds

Understand the core concepts, structure, and history of Mutual Funds in India.

Module Topics

Master these concepts to complete the module

11 Lessons
1

What is a Mutual Fund?

5-10 MIN
2

How Mutual Funds Work

5-10 MIN
3

How Mutual Funds Are Structured in India

5-10 MIN
4

Role of AMC, Fund Manager, Trustee, Custodian & RTA

5-10 MIN
5

Mutual Funds vs Stocks vs Fixed Deposits vs Insurance

5-10 MIN
6

Open-Ended vs Close-Ended Mutual Funds

5-10 MIN
7

NAV – Meaning, Calculation & Myths

5-10 MIN
8

Units, AUM & Expense Ratio Explained

5-10 MIN
9

Direct vs Regular Plans in Mutual Funds

5-10 MIN
10

Growth vs IDCW Option in Mutual Funds

5-10 MIN
11

How Mutual Funds Create Wealth

5-10 MIN
System Infrastructure

Where This Fits

Investing & Wealth

Mutual Funds are vehicles for wealth creation. They work alongside Banking, Taxation, and Long-Term Security to grow surplus money.

Investing & WealthBanking & CashTaxation

Prerequisites

Before investing, ensure you have:

Savings & SurplusEmergency FundRisk Understanding

Applied In

Mutual Funds are primary tools for:

Long-Term SecurityTax Saving (ELSS)Wealth Allocation

Related Infrastructure

Risk & VolatilityCapital Gains TaxBanking & Cash