Mutual Fund 102

​mutual funds 102 – session overview

• ​understand which type of debt mutual fund you should consider investing in.

• ​learn 10 key points to check before investing in any mutual fund.

• ​explore the risk factors associated with different fund categories.

• ​get a clear idea of fund dynamics and how mutual funds operate.

• ​understand the difference between sip (systematic investment plan), lumpsum, and swp (systematic withdrawal plan).

• ​learn what are short-term and long-term mutual funds, and when to choose each.

• ​by the end of this session, you’ll feel confident to invest in mutual funds and make informed decisions.

• ​note: this is purely for educational purposes — no financial advice will be provided.