Introduction to Mutual Funds : 100 Days 100 Topics

Introduction to Mutual Funds : 100 Days 100 Topics

Introduction to Mutual Funds

  1. What Are Mutual Funds?
  2. History and Evolution of Mutual Funds : Link
  3. Why Invest in Mutual Funds? : Link
  4. How Mutual Funds Work : Link
  5. Key Players in Mutual Funds: AMCs, Distributors, and Regulators : Link

Introduction to Mutual Funds

Types of Mutual Funds

  1. Equity Mutual Funds: Overview and Benefits : Link
  2. Debt Mutual Funds: Overview and Benefits : Link
  3. Hybrid Mutual Funds: Overview and Benefits : Link
  4. Index Funds vs. Actively Managed Funds : Link
  5. ELSS (Equity Linked Savings Schemes) for Tax Savings : Link
  6. Sectoral and Thematic Funds Explained :  Link
  7. Multi-Cap vs. Flexi-Cap Funds
  8. Large-Cap, Mid-Cap, and Small-Cap Funds
  9. Fixed Maturity Plans (FMPs)
  10. Gilt Funds: Investing in Government Bonds
  11. Liquid Funds for Short-Term Parking
  12. Overnight Funds: Ultra-Short-Term Investments
  13. International Mutual Funds
  14. Solution-Oriented Funds: Retirement and Children’s Plans

Getting Started with Mutual Funds

  1. Setting Investment Goals
  2. Understanding Risk Appetite
  3. How to Choose the Right Mutual Fund
  4. How to Start a SIP (Systematic Investment Plan)
  5. Lumpsum vs. SIP Investments
  6. Importance of KYC for Mutual Fund Investments
  7. Role of PAN and Bank Account in Mutual Funds
  8. How to Use Mutual Fund Apps and Platforms
  9. Demystifying the Mutual Fund Statement
  10. Reading a Mutual Fund Fact Sheet

Mutual Fund Charges and Metrics

  1. Understanding the Expense Ratio
  2. What Is Exit Load in Mutual Funds?
  3. NAV (Net Asset Value): What It Means for Investors
  4. AUM (Assets Under Management): Does It Matter?
  5. Sharpe Ratio: Measure of Risk-Adjusted Returns
  6. Beta: Assessing Market Volatility
  7. Alpha: The Fund Manager’s Contribution
  8. Treynor Ratio Explained
  9. Portfolio Turnover Ratio
  10. CAGR vs. Absolute Returns

Advanced Concepts

  1. What Are Fund of Funds?
  2. SIP vs. STP (Systematic Transfer Plan)
  3. SWP (Systematic Withdrawal Plan): Generating Regular Income
  4. Taxation on Mutual Funds
  5. Understanding Indexation Benefits
  6. Direct vs. Regular Plans: What’s the Difference?
  7. Growth vs. Dividend Option in Mutual Funds
  8. Rebalancing Your Mutual Fund Portfolio
  9. Tracking Error in Index Funds
  10. How to Benchmark Mutual Fund Performance
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Investment Strategies

  1. Importance of Diversification
  2. Asset Allocation: Balancing Equity and Debt
  3. How to Choose Mutual Funds Based on Financial Goals
  4. Role of Mutual Funds in Retirement Planning
  5. Goal-Based Investing with Mutual Funds
  6. Investing for Child’s Education Using Mutual Funds
  7. Emergency Funds Through Mutual Funds
  8. Timing the Market vs. Time in the Market
  9. Dollar-Cost Averaging with SIP
  10. Using Mutual Funds for Wealth Creation

Tools and Resources

  1. Best Apps for Mutual Fund Investing
  2. How to Use Mutual Fund Calculators
  3. Tracking Your Mutual Fund Portfolio
  4. Understanding AMFI and Its Role
  5. SEBI’s Guidelines for Mutual Funds
  6. Role of CRISIL Ratings in Fund Selection

Myths and Misconceptions

  1. Debunking Common Myths About Mutual Funds
  2. Are Mutual Funds Safe?
  3. Can You Lose All Your Money in Mutual Funds?
  4. Do Mutual Funds Guarantee Returns?
  5. Mutual Funds vs. Fixed Deposits: Which Is Better?

Comparative Analysis

  1. Mutual Funds vs. Direct Stocks
  2. Mutual Funds vs. ETFs
  3. Mutual Funds vs. ULIPs
  4. Mutual Funds vs. PPF
  5. Mutual Funds vs. Real Estate

Mutual Funds and Taxes

  1. Tax-Saving Mutual Funds: ELSS
  2. Long-Term Capital Gains Tax on Mutual Funds
  3. Short-Term Capital Gains Tax on Mutual Funds
  4. Tax-Free Dividends: Fact or Myth?
  5. Understanding DDT (Dividend Distribution Tax)

Global Investing

  1. Benefits of Investing in International Mutual Funds
  2. Risks of Global Investments
  3. Top International Mutual Funds for Beginners
  4. Currency Risk in Global Funds

Mutual Fund Market Trends

  1. How to Analyze Mutual Fund Trends
  2. The Role of Macroeconomic Factors
  3. How Inflation Impacts Mutual Funds
  4. The Effect of Interest Rates on Debt Funds
  5. Green and ESG Mutual Funds

Managing Risks

  1. Understanding Volatility in Mutual Funds
  2. How to Handle Market Corrections
  3. Importance of a Contingency Plan
  4. Steps to Avoid Emotional Investing
  5. Risk Management Strategies for Beginners
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Exit Strategies

  1. When to Sell a Mutual Fund
  2. How to Redeem Mutual Fund Units
  3. Partial Withdrawals vs. Complete Redemption
  4. Switching Between Funds
  5. Exit Load-Free Redemption Timing

Final Thoughts

  1. The Role of Financial Advisors in Mutual Fund Investing

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