“The session was fruitful, the speaker explained the topic very well, and the app walkthrough was useful.”
Past Investment Masterclass Attendee
Learn how to evaluate, compare and select mutual funds using a practical framework you can apply to your own investment decisions.
Masterclass Date
19 August 2026
Time
6:00 pm – 8:00 pm
verified_user Includes the Practical Mutual Fund Evaluation Tool
Learner & Attendee Reviews
Feedback collected after past Investment and Taxation masterclasses.
“The session was fruitful, the speaker explained the topic very well, and the app walkthrough was useful.”
Past Investment Masterclass Attendee
“The structure and examples made the session easy to follow. The ClearTax walkthrough was something new for me.”
Past Taxation Masterclass Attendee
“The mutual fund research section was useful. More sessions like this would make complex financial topics easier to understand.”
Past Investment Masterclass Attendee
“The comparison between tax regimes using salary examples was helpful, especially for beginners. The speaker explained it well.”
Past Taxation Masterclass Attendee
“The concepts were well explained. I’d like to attend more sessions like this, with more time for practical walkthroughs.”
Past Investment Masterclass Attendee
“The tax-filing process was explained clearly, and the ClearTax walkthrough was helpful.”
Past Taxation Masterclass Attendee
Learning Outcomes
Understand how mutual funds work
Compare funds across returns, risk and costs
Evaluate funds using a practical selection framework
Understand SIPs, lump-sum investing and plan types
Review your mutual fund portfolio more systematically
The practical concepts you'll learn during this 2-hour session.
Understand how mutual funds work, the major fund categories and how different types of funds are structured.
Evaluate fund performance, returns, benchmarks, consistency and the key factors for selecting suitable funds.
Understand risk metrics, expense ratio, fees, volatility and their impact on investment outcomes.
Understand SIP vs Lump Sum, Direct vs Regular Plans and how to build a disciplined investment approach.
Monitor fund performance and identify when to continue, switch or redeem investments using simple frameworks and rules.
Learn how to evaluate, compare and select mutual funds using a practical framework you can apply to your own investment decisions.