Understanding Mutual Fund Categories
Bhupesh Chaudhri
Level
Beginner
Learn
On Demand
Access
90 days or till subscription
Language
English & Hindi
About this Course
Mutual funds are everywhere, but do you know how they’re classified or what they’re meant for? Learn about mutual fund categories in a way that’s easy to understand and ready to apply. From SEBI’s fund classification to tax efficiency, risk profiles and liquidity planning, this session will help you pick funds with clarity and confidence.
You will learn:
Key Takeaways
1
How different mutual fund categories work
2
What SEBI’s classification means for your investments
3
Smart ways to diversify, manage risk, and plan liquidity
4
Tips to balance tax efficiency with long-term goals
Modules
1 Modules•1 hr 31 mins content
This course is for
1
New investors who want to get their fund basics right
2
Self-learners confused by fund labels and jargon
3
Anyone looking to clean up or rebalance their MF strategy
Meet your Mentor
Bhupesh Chaudhri
CFP Trainer
10+ years experience
Bhupesh has trained over 2,500 students through CFP (Certified Financial Planner) programs and personal finance workshops. With hands-on experience managing over 600 client portfolios, he blends deep knowledge with real-world application, making complex concepts simple and relatable.