Get an understanding of basic tasks that you might encounter while investing in a Mutual Fund e.g. How to fill the application form, interpret your account statement, offer document, fact sheet etc.

1. How to Fill a Mutual Fund Application Form

   This presentation illustrates how to fill a Mutual Fund application form to make an investment. However, as you are reading this online, our suggestion would be to also evaluate the...
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2. How to fill a Systematic Investment Plan (SIP) form

   This presentation will explain what is a Systematic Investment Plan and how to fill the SIP part of the Mutual Fund application form. One common mis-conception about SIP is that...
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3. How to fill a Systematic Transfer Plan (STP) form

   STP refers to Systematic Transfer Plan where you can invest a lump sum amount in one scheme and regularly transfer a pre-defined amount into another scheme. Here's an example where...
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4. How to Redeem your Mutual Fund Units

   The process of 'selling' your mutual fund units is called as 'redemption. This presentation shows how to redeem your mutual fund units. Most AMCs offer the redemption option on your...
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5. Decoding an Offer Document

   You must have read and heard "Please read the offer document carefully before investing..." We are interacting with various participants of the Mutual Fund industry to make the format of...
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6. How to Read Mutual Fund Fact Sheet

   The 'Fact Sheet' is like a monthly report card that every mutual fund house publishes where they provide key information about how various schemes are performing and where is the...
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7. Reading a Mutual Fund Account Statement

   It is important to do a quick review of the mutual fund account statements on a periodic basis. This presentation takes you through the key points in understanding your mutual...
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