Investing and Wealth
Mutual Fund Selection Framework
Investor-friendly course covering categories, risk, holdings, benchmark fit, and how to compare funds without confusion.
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Support continuity
amitbhawani@gmail.com
Access
Free
Level
Beginner
Duration
5 modules
Instructor
Amit Bhawani
Audience
Long-term fund investors
Bundle fit
Investor trust builder
Lessons
5 structured lessons
Deliverables
3 support assets
What you get from this course
Lesson plan
Fund categories and what they mean
Know the difference between large-cap, flexi-cap, index, and thematic funds.
Open lesson route
Risk, benchmark, and suitability
Judge whether a fund belongs in your kind of portfolio.
Open lesson route
Returns without return-chasing
Read trailing returns in context instead of chasing recent winners.
Open lesson route
Holdings, sector mix, and overlap
Spot concentration, duplication, and benchmark drift.
Open lesson route
Build a shortlist and take action
Leave with a cleaner investor decision process and shortlist.
Open lesson route
Prerequisites
Included deliverables
Module flow
Fund categories
Risk and benchmark
Return periods
Holdings and sector mix
Building a shortlist
Where this fits in the library
Learn basics -> stock/fund pages -> starter course -> weekly digest
Intended audience
First-time equity and mutual-fund users
Library outcome
Move new users from confusion to first confident shortlist or SIP decision.