Module 01

What is a Mutual Fund?

Understanding the 3-tier legal trust structure, how AMCs pool money, and the calculation of NAV (Net Asset Value).

15 min read
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Module 02

Equity Fund Types

Explore the equity universe: Large-cap stability, Mid-cap growth, and the dynamics of Flexi-cap and ELSS tax savers.

12 min read
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Module 03

Debt & Hybrid Funds

Mastering fixed income. Learn about Liquid funds for emergencies and Balanced Advantage funds for volatility management.

15 min read
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Module 04

ETFs & Index Funds

Passive investing explained. How to own the entire market at the lowest possible cost using exchange-traded funds.

12 min read
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Module 05

Analyzing Funds

Master the critical metrics: Alpha, Beta, Sharpe Ratio, and Expense Ratio. Don't just follow past returns.

20 min read
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Module 06

The Power of SIP

The math behind Rupee Cost Averaging. Why systematic investing is the ultimate weapon against market volatility.

10 min read
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Module 07

Direct vs. Regular

How commissions impact your long-term wealth. Learn why Direct plans can save you lakhs of rupees over decades.

8 min read
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Module 08

Taxation of Funds

Understanding Capital Gains: Equity (LTCG/STCG) vs. Debt taxation, and the inefficiency of Dividend options.

12 min read
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Module 09

Reading Fact Sheets

Decode the monthly disclosures. Understanding AUM, exit loads, portfolio turnover, and sectoral allocation.

15 min read
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Module 10

Building a Portfolio

How to select a balanced basket of funds for your specific goals, from retirement to short-term savings.

20 min read
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