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Fund categories and what they mean
Know the difference between large-cap, flexi-cap, index, and thematic funds.
This lesson is part of Mutual Fund Selection Framework and turns the course plan into a real route with practical context, companion surfaces, and a guided next step.
Support registry rows
11
In progress
4
Blocked
3
Support continuity
amitbhawani@gmail.com
Format
Video lesson
Duration
16 min
Course level
Beginner
Access
Free
What to prepare before this lesson
Basic understanding of SIPs or long-term investing
No prior fund-analysis experience required
Keep one category page and one fund detail route open while learning
What this lesson unlocks
Know the difference between large-cap, flexi-cap, index, and thematic funds.
Read category, benchmark, and risk information correctly
Compare funds using holdings, returns, and costs
Build a basic long-term fund shortlist with confidence
Included support assets
Fund shortlist worksheet
Risk and benchmark comparison cheat-sheet
SIP decision framing template
Lesson path
Lesson 1Fund categories and what they meanVideo lesson · 16 minLesson 2Risk, benchmark, and suitabilityFramework lesson · 18 minLesson 3Returns without return-chasingTable walkthrough · 14 minLesson 4Holdings, sector mix, and overlapPortfolio review · 17 minLesson 5Build a shortlist and take actionPractical module · 12 min
Next best move
Lesson operating note
The education layer now has real lesson destinations instead of stopping at course-level summaries. The remaining work is progress persistence, media embeds, replay assets, and bundle-aware access control, but this route already gives users a concrete lesson-by-lesson reading path.