NIFASE
Job Oriented Course

MUTUAL FUND MODULE

Instructor: NIFASE Faculty
21,940 already enrolled
Included with NIFASE Institute
10 modules
Module-wise syllabus
4.6
(980 reviews)
Short-Term Certification
Level
Flexible schedule
Learn at your own pace
96%
Learners liked this course

A practical mutual fund foundation covering structure, scheme types, NAV/expenses, SIP discipline, risk-return, taxation (conceptual), and AMFI/NISM-oriented compliance awareness.

Skills you'll gain

Mutual Fund BasicsScheme TypesNAV & Expense RatioSIP DisciplineRisk vs ReturnPerformance EvaluationTaxation (Conceptual)AMFI/NISM Awareness

See where our learners get hired

Roles across brokerages, banks, research desks, and fintech.

Hiring / Placement support

Modules

Module 1: Introduction to Mutual Funds
  • Meaning & concept of mutual funds
  • How mutual funds pool money
  • Role of mutual funds in financial planning
  • Difference between direct & regular plans
Module 2: Mutual Fund Structure & Participants
  • Asset Management Companies (AMCs)
  • Trustees & sponsors
  • Fund managers & distributors
  • Registrar & transfer agents (RTAs)
Module 3: Types of Mutual Fund Schemes
  • Equity mutual funds
  • Debt mutual funds
  • Hybrid funds
  • Index funds & ETFs (overview)
  • Liquid & overnight funds
Module 4: Risk & Return in Mutual Funds
  • Risk levels of different schemes
  • Market risk vs credit risk
  • Volatility & time horizon
  • Matching funds with investor profile
Module 5: NAV, Expenses & Performance Evaluation
  • Net Asset Value (NAV) concept
  • Expense ratio & its impact
  • Past performance analysis (right way)
  • Benchmarks & relative comparison
Module 6: Investment Modes & Systematic Investing
  • Lump sum vs SIP
  • STP & SWP (conceptual)
  • Power of compounding
  • Long-term investing discipline
Module 7: Taxation of Mutual Funds (Conceptual)
  • Equity vs debt fund taxation
  • Long-term & short-term capital gains
  • Dividend taxation overview
  • Tax efficiency basics
  • Conceptual understanding only — no tax advice
Module 8: Investor Behavior & Common Mistakes
  • Emotional investing mistakes
  • Chasing returns
  • Timing the market vs staying invested
  • Importance of asset allocation
Module 9: Regulatory Framework (AMFI / NISM Oriented)
  • Investor protection framework
  • Ethical selling practices
  • Do’s & Don’ts for advisors & distributors
  • Compliance awareness
Module 10: Career Orientation & Next Steps
  • Careers in mutual fund industry
  • Distributor, advisor, analyst (overview)
  • AMFI / NISM certification guidance
  • Roadmap to advanced finance courses

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FAQ

Answers before you even ask.

A quick rundown of how NIFASE works so you can focus on trading, not decoding terms and conditions.

NIFASE is a finance and trading education hub that combines funded evaluations with structured learning so traders can qualify for real payout accounts.

Basic market knowledge helps, but the programs start from risk and psychology foundations, then move into playbook building and evaluation rules.

Once funded criteria are met, you can request withdrawals on the dashboard. Approved payouts are processed to your chosen method and logged as certificates.

Most challenges are one‑time fees per account size, with optional re‑tries and scaling plans if you want to grow into larger capital tiers.