Module 4:
Basics of Mutual Funds
Gaining a fundamental understanding of Mutual Funds is essential for successful investing. In this blog, we cover the definition of Mutual Funds, explore different types available, highlight the differences between equity and debt funds, and delve into the taxation aspects of Mutual Funds.
Chapter 1: What are Mutual Funds?
Discover the world of mutual funds and learn the difference between regular and direct plans. Explore investment options like lumpsum and SIP and understand the role of SEBI in regulating mutual funds.
Chapter 2: Types of Mutual Funds
Discover the world of mutual funds and how they can help you achieve your financial goals. Delve into the different types of mutual funds, such as Equity Funds, Debt Funds, Hybrid Funds, Index Funds, and Retirement Funds. Learn about their unique characteristics and strategies, and gain insights into the differences between Equity and Debt Funds.
Chapter 3: What are Equity Mutual Funds?
Discover how Equity Mutual Funds invest in company shares for long-term capital appreciation. Learn about Large Cap, Mid Cap, Small Cap, and Flexi Cap funds, their advantages, and associated risks. Get insights on monitoring investments for effective risk management.
Chapter 4: What are Debt Mutual Funds?
Learn about Debt Mutual Funds and their types, including short-term, medium-term, and long-term funds. Explore the advantages and risks involved to make smart and informed investment decisions.
Chapter 5: How is Income from Mutual Funds Taxed?
Understand how Mutual Funds are taxed. Learn about short-term and long-term capital gains tax on equity and debt funds, tax benefits of ELSS, and key takeaways for tax-efficient investing.