Duration: 2 Days

DAY 1: MUTUAL FUND FOUNDATIONS

Risk & Return in Mutual Funds

• Market risk explained
  Why mutual funds go up and down
  Risk vs time horizon

• SIP vs Lump Sum (Conceptual)

  • Systematic Investment Plan (SIP)

  • Lump sum investing

  • Power of consistency

  • Why timing the market is difficult

    
    

    DAY 2: CHOOSING & MANAGING MUTUAL FUNDS

    
    

    How to Select a Mutual Fund (Basics)

    • Investment goal
      Time horizon
      Risk tolerance
      Avoiding common beginner mistakes

    • Monitoring & Review

      • How often to review investments
        When NOT to panic
        Importance of staying invested

        
        

        Final Exercise:
        Create a simple mutual fund plan:

        • Goal (education, long-term savings, etc.)

        • Time horizon

        • Preferred fund type

        • Review frequency

          
          

        OFFLINE BONUS MATERIAL

        • • Mutual fund glossary

          • Risk vs time worksheet

          • SIP planning sheet

          • Common mutual fund myths list