Mutual Funds & IPOs – A Complete Learning Track
This module builds a deep, practical understanding of Mutual Funds and IPO investing. Students learn how to evaluate funds, assess IPO opportunities, and design portfolios that match long-term wealth-building goals.
You’ll explore Mutual Fund Categories in detail—equity, debt, hybrid, index, and thematic—to understand where each fits in a market cycle. The program also teaches Portfolio Selection science so you can pick the right mix of funds based on risk profile, financial goals, and timeframe.
A dedicated section on IPO Analysis breaks down offer structure, share allocation, valuation metrics, business fundamentals, and market sentiment to help you decide which IPOs are worth applying for.
You also learn key factors like Portfolio Turnover, Expense Ratio, Exit Load, and AUM, and how they impact long-term returns. The course simplifies Portfolio Strategy (Value vs Growth) to help you align fund selection with market trends and personal goals.
To make you a confident investor, you’ll evaluate Mutual Fund Performance, understand risk-adjusted returns, and study Fund History to judge the consistency and credibility of fund managers.
This module is designed to give you clarity, confidence, and a structured approach to investing in both Mutual Funds and IPOs—ideal for beginners and experienced investors looking to refine their strategies.