Course

Mutual Funds

Zerodha Varsity Free Beginner India

The free, India-first walkthrough of what a mutual fund and an index fund actually are, direct vs regular plans, and how a SIP works.

Open on zerodha.com ↗

Curated reading that points you to the sources, not personalised investment advice.

It answers 12 questions

  1. Should I buy index funds or pick stocks?
  2. How do I actually start a SIP in India?
  3. What's the difference between an index fund and an ETF?
  4. Do I pay tax when I switch from one mutual fund to another?
  5. My startup income is lumpy. How do I keep a SIP going?
  6. Which platform should I use to buy mutual funds without paying commission?
  7. Should my diversified money try to beat the market, or just track it?
  8. What is a liquid fund, and is it a good place for money I might need next month?
  9. Should I invest in both Indian and global markets, or just stick to India?
  10. How do I diversify out of my company without triggering a big tax hit in India?
  11. I just got a payout. Lump sum now, or spread it into a SIP?
  12. Should I use index funds or actively managed funds for the equity part of my portfolio?

Read with it

  1. The market regulator own free investor-education portal: unbiased basics on investing, mutual funds, and avoiding scams, with... SEBI Guide SEBI Investor Education portal SEBI
  2. A trusted India-first place to compare funds and think about where cash goes once you have some to invest. Value Research Tool Value Research: fund research and planning Value Research
  3. The clearest, calmest case ever written for low cost index investing and leaving it alone. Global, but the mindset travels... jlcollinsnh.com Essay The Stock Series JL Collins
  4. A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset... Freefincal Tool Freefincal: goal-based planning and calculators M. Pattabiraman
  5. The canonical, no-hype reference on building a simple index portfolio and why costs and discipline beat cleverness. Bogleheads Guide Bogleheads: getting started Bogleheads
  6. The India reference on short vs long term capital gains, holding periods, and rates for equity, funds, and property, so you... ClearTax Article Capital gains tax in India ClearTax
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