Know what you own inside a fund.

Funds, AMCs & Collective Investments.

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11FAMILIES
106PAGES
5CAREERS USE IT

From the AMC to your folio.

SPONSORTRUSTEEAMC

Fund Structure

What a Fund Manager Actually DecidesSponsor, Trustee Company and AMC
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ASSETS
LIABILITIES

NAV and Units

Applicable NAVCut-Off Time
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BUYSWITCHREDEEM

Fund Transactions

SubscriptionThe Switch
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EQUITYDEBTHYBRIDINDEXETF

Scheme Categories

Index Funds, ETFs and Fund of FundsHow Scheme Categories Work
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Fund Costs

Entry Load and Exit LoadWhat a Fund Actually Costs Over Twenty Years
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Active and Passive FundsETF vs Fund of Funds

Active and Passive Funds

ACTIVEPASSIVEPICK STOCKS OR TRACK THE INDEX
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FUNDBENCHMARK

Fund Performance Context

Rolling Return vs Point to PointFund Return vs Benchmark Return
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SIDSAIKIM

Fund Documents

The Mutual Fund Offer DocumentsHow to Check the Date and Version of a Fund Document
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FOLIO ✓KYC ✓NOMINEE ✓BANK ✓CAS

Investor Records

Mutual Fund Investor RecordsFolio or Account Statement
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Fund OperationsThe Valuation Policy

Fund Operations

ORDERRTAUNITS
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REGULARDIRECT
WHO SITS BETWEEN YOU AND THE FUND

Fund Distribution and Investor Service

What a Mutual Fund Distributor DoesFund Manager vs Distributor
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Pick your career. See what it needs from here.

Fund StructureBACKGROUNDNAV and UnitsBACKGROUNDFund TransactionsBACKGROUNDScheme CategoriesBACKGROUNDFund CostsBACKGROUNDActive and Passive FundsBACKGROUNDFund Performance ContextBACKGROUNDFund DocumentsBACKGROUNDInvestor RecordsBACKGROUNDFund OperationsBACKGROUNDFund Distribution and Investor ServiceBACKGROUND
THIS CAREER NEEDSEquity Research Analyst
0CORE0SUPPORT11BACKGROUND
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Read it here. Do it there.

BOOTCAMPMutual Fund MasteryRead, compare and pick funds. On real schemes.INTERNSHIP CERT.RECOMMENDATIONSee the curriculum
FREE COURSESReading a Fund Factsheet ProperlyHow a NAV Is Struck and Which Day You GetComparing Funds Without Being Fooled