By completing this course, learners will be able to explain mutual fund concepts, analyze different types of mutual fund schemes, evaluate risk and return drivers, interpret regulatory documents, apply investment analysis techniques, and make informed, goal-based mutual fund investment decisions.

Master Mutual Fund Investing & Analysis

Recommended experience
What you'll learn
Explain mutual fund structures, NAV calculation, and documentation.
Analyze risk, return drivers, and scheme performance metrics.
Make goal-based mutual fund investment decisions confidently.
Skills you'll gain
Details to know

Add to your LinkedIn profile
February 2026
16 assignments
See how employees at top companies are mastering in-demand skills

There are 4 modules in this course
This module introduces learners to the fundamentals of mutual funds, covering core concepts, benefits, limitations, and the overall ecosystem to build a strong conceptual foundation for mutual fund investing.
What's included
9 videos4 assignments
This module focuses on regulatory documents, NAV mechanics, transactions, and distribution models to help learners understand how mutual funds operate from documentation to execution.
What's included
9 videos4 assignments
This module equips learners with analytical tools and investment strategies by exploring equity, debt, fundamental, technical, and risk analysis techniques used in mutual fund investing.
What's included
9 videos4 assignments
This module emphasizes performance evaluation, scheme selection, risk profiling, inflation impact, and advisory practices to enable goal-oriented and informed mutual fund investing.
What's included
9 videos4 assignments
Explore more from Finance
Status: Free Trial
Status: Preview
Status: Free TrialUniversity of Illinois Urbana-Champaign
Status: Free TrialCoursera
Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

Open new doors with Coursera Plus
Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
More questions
Financial aid available,


