Mutual Funds Guide

The Mutual Funds Guide course by True Investor is a step-by-step program designed to help you build long-term wealth safely and smartly through mutual fund investing.

Whether you’re a beginner or someone already investing, this course helps you understand how mutual funds work, how to choose the right ones, and how to create a diversified portfolio that matches your financial goals and risk level.

You’ll learn everything from SIP investing and NAV calculation to analyzing fund performance, tax benefits, and retirement planning. The goal is to make you a confident investor who can grow wealth steadily without needing to track the market daily.

📘 What You’ll Learn

• Introduction to Mutual Funds – What they are, types, and how they operate.

• Understanding NAV (Net Asset Value) – The foundation of fund valuation.

• Types of Mutual Funds:

  • Equity Funds (Large Cap, Mid Cap, Small Cap)

  • Debt Funds

  • Hybrid Funds

  • Index & ELSS Funds

• Systematic Investment Plan (SIP) – Power of compounding and monthly investing.

• How to Choose the Right Fund – Based on goals, risk appetite, and time horizon.

• Analyzing Fund Performance – Using metrics like Alpha, Beta, and Expense Ratio.

• Taxation on Mutual Funds – LTCG, STCG, and tax-saving strategies.

• Portfolio Diversification – Spreading risk across asset classes.

• How to Start Investing Online – Step-by-step guide using trusted platforms.

• Mistakes to Avoid – Emotional investing, chasing returns, and over-diversification.

🧠 Who Can Join

• Beginners who want to start investing with minimal risk.

• Salaried professionals looking for long-term wealth creation.

• Students and young earners planning early financial independence.

• Existing investors who want to improve fund selection and portfolio balance.

🎁 What You’ll Get

• Lifetime access to all lessons and future updates.

• Pre-designed SIP & Portfolio Tracker templates.

• Access to live Q&A sessions with mutual fund experts.

• Certificate of Completion from True Investor.

• Exclusive entry into the True Investor Wealth Community for continued guidance.

💡 Top 5 Benefits of Joining

1. Learn how to grow wealth safely through mutual funds.

2. Understand goal-based investing and risk management.

3. Get clarity on tax-saving and SIP benefits.

4. Learn how to choose the best-performing funds easily.

5. Receive lifetime guidance and expert support for smart investing.