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Courses / Mutual Fund Investing

Mutual Fund Investing

Between January and June 2026 the ground beneath Indian mutual fund investing shifted three times. SEBI notified an entirely new rulebook. A new categorisation circular rewrote what fund names are allowed to mean. And the Income-tax Act, 2025 replaced the statute under which every capital gain is now computed. Most investors are still working from the old map. This course rebuilds the map. It takes you from someone who picks funds by star rating to someone who constructs, documents, and defends

36
Lessons
7
Quizzes
7
Sections

Course curriculum

01 · Foundations Under the 2026 Rulebook (5 lessons · 1 quiz)
  • What a Mutual Fund Actually Is8 minute
  • Scheme Categories After the February 2026 Circular10 minute
  • What You Pay: The Base Expense Ratio Framework10 minute
  • Benefits, Risks and What Diversification Does Not Do8 minute
  • The Vocabulary of Fund Evaluation6 minute
  • Foundations Under the 2026 Rulebook — Apply Your Learningquiz
02 · Fund Evaluation Metrics That Survive Scrutiny (5 lessons · 1 quiz)
  • Beyond Star Ratings and Trailing Returns9 minute
  • The Sharpe Ratio on Indian Data10 minute
  • The Sortino Ratio and Downside Deviation8 minute
  • The Information Ratio and Manager Skill9 minute
  • Portfolio Turnover as a Cost Signal9 minute
  • Fund Evaluation Metrics — Apply Your Learningquiz
03 · Active Versus Passive Under the New Cost Regime (5 lessons · 1 quiz)
  • What Active Management Is Actually Buying8 minute
  • Passive Strategies and the MF Lite Framework9 minute
  • Detecting Closet Indexing9 minute
  • The Cost Differential Compounded7 minute
  • Core-Satellite Construction and the Decision Checklist9 minute
  • Active Versus Passive — Apply Your Learningquiz
04 · The 2026 Regulatory and Operational Architecture (5 lessons · 1 quiz)
  • The Trust Structure: Sponsor, Trustee, AMC and Custodian9 minute
  • Trustee Duties, Governance and Fee Structures6 minute
  • Reading the SID, SAI and KIM7 minute
  • Compliance, the AMFI Code and Investor Grievance7 minute
  • Specialised Investment Funds and Where They Sit7 minute
  • Regulatory and Operational Architecture — Apply Your Learningquiz
05 · Return Measurement and Attribution (5 lessons · 1 quiz)
  • Performance Metrics and What Each One Measures8 minute
  • CAGR and XIRR Are Not Interchangeable9 minute
  • Building an XIRR Calculation for a SIP10 minute
  • Time Value of Money and Goal Planning8 minute
  • Portfolio-Level Evaluation Across Multiple Cash Flows11 minute
  • Return Measurement and Attribution — Apply Your Learningquiz
06 · Taxation Under the Income-tax Act, 2025 and Debt Fund Mechanics (5 lessons · 1 quiz)
  • Which Statute Governs Your Redemption9 minute
  • Equity Fund Taxation Under Sections 196 and 1987 minute
  • The Narrowed Specified Mutual Fund Definition10 minute
  • Designing a Tax-Efficient Exit10 minute
  • Debt Fund Mechanics: Yield, Duration and Credit11 minute
  • Taxation and Debt Mechanics — Apply Your Learningquiz
07 · Professional Due Diligence and Portfolio Construction (6 lessons · 1 quiz)
  • Evaluating Philosophy and Process, Not Performance8 minute
  • The 5P Due Diligence Framework and Scorecard9 minute
  • Detecting Mandate Drift8 minute
  • Rebalancing and Long-Term Wealth Preservation8 minute
  • Professional Ethics and Conduct Obligations7 minute
  • Capstone: Build and Document a Portfolio13 minute
  • Due Diligence and Portfolio Construction — Apply Your Learningquiz
⚠ IMPORTANT DISCLAIMER — Please Read Before Enrolling This course is designed strictly for educational and informational purposes . It does not constitute investment advice, portfolio management services, or a solicitation to buy or sell any securities. GWCINDIA WealthED is not providing personalised financial or tax advice. All examples, calculations, and case studies are illustrative only and based on historical data — past performance is not indicative of future results. Investing in securities markets is subject to market risks; please read all related scheme information documents carefully before investing. Always consult a SEBI-registered Investment Adviser or Chartered Accountant for personalised advice. Legal/compliance reviewed: this disclaimer must be retained in its entirety.