#stock-market

📝 Topics Covered

1. 1. Website to research on Mutual funds
   • 1.1 CRISIL: MF Ranking
   • 1.2 Mutual Fund research (Fundoo, Advisorkhoj, Value Research, TickerTape)
2. 2. Website to research on stocks
   • 2.1 Virtual Trading (Moneycontrol)
3. 3. Fundamental Analysis
   • 3.1 Screener (Best free website for FA)
   • 3.2 TickerTape (Market Mood, Indices, rank by M-cap)
   • 3.3 Tijori Finance (Comprehensive paid research data)
   • 3.4 Investyadnya (Historical growths & shareholder info)
   • 3.5 Ticker by Finology (Brands & group companies list)
4. 4. Technical Analysis
   • 4.1 Broker Platforms (Zerodha, etc.)
   • 4.2 TradingView
5. 5. Reference links
   • 5.1 Result Calendar (NSE, Moneycontrol)
   • 5.2 Corporate Action (NSE)
   • 5.3 IPO Details (Moneycontrol)

📝 Topics Covered

1. 1.1 💼 Introduction to Mutual Funds
   • What is a Mutual Fund?
   • Legal Framework & Trust Structure
2. 1.2 🏗️ How a Mutual Fund is Set Up
   • The 5 Key Pillars (Sponsor, Trustee, AMC, RTA, Custodian)
   • The Structural flow of a Mutual Fund
3. 1.3 ⚖️ Mutual Funds vs. Direct Stocks
   • The Comparative Matrix
4. 1.4 🤔 Which Path Should You Choose?
   • Direct Stock Benefits & Mutual Fund Conveniences
5. 1.5 📌 Key Checkpoints Before You Invest
   • Expense Ratios (Direct vs. Regular), Exit Loads, and Goal Matching
6. 1.6 🧘‍♂️ Gyan: The Wisdom of the Collective

📝 Topics Covered

1. 2.1 🗂️ Broad Classification of Mutual Funds
   • Classification by Structure, Asset Class & Dividend Modes (IDCW)
2. 2.2 🛡️ Active vs. Passive Fund Management
   • The Battle of Management Styles
3. 2.3 📜 Deep Dive: Debt & Liquid Funds
   • Maturity Durations, G-Secs, and Credit Risk Slabs
   • The Debt Fund Yield Formula
4. 2.4 🏛️ Gilt Funds, ELSS, and Exchange Traded Funds (ETFs)
   • Sovereign Guarantees vs. Duration Risk
   • Tax-saving under Section 80C
5. 2.5 🆚 Direct Plans vs. Regular Plans
   • The Real Cost of Intermediaries
6. 2.6 🧘‍♂️ Gyan: The Three Gunas of Asset Allocation

📝 Topics Covered

1. 3.1 💰 Capital Gains Demystified
   • What are Capital Gains?
   • Short-Term (STCG) vs. Long-Term (LTCG) Definitions
2. 3.2 📈 Equity Mutual Funds Taxation
   • Holding Periods, Hiked Tax Slabs (2024 Budget Updates), and Intraday Rules
3. 3.3 📜 Debt Mutual Funds Taxation
   • The Elimination of Indexation Benefits (Post-April 1, 2023 Rules)
4. 3.4 ⚖️ Hybrid & Other Mutual Funds Taxation
   • The 35% - 65% Equity Slab Arbitrage
5. 3.5 💸 Dividend / IDCW Payout Taxation & TDS
   • TDS thresholds and Slab Payouts
6. 3.6 🧘‍♂️ Gyan: The Sanskriti of Social Offering

📝 Topics Covered

1. 1.1 💡 Understanding Fundamental Analysis
   • Core definition of fair market value
   • Qualitative (management & governance) vs. Quantitative analysis
2. 1.2 🎯 Approaches to Fundamental Analysis
   • Top-Down vs. Bottom-Up workflows
   • Macroeconomic, Industry, and Company-level analysis
3. 1.3 📊 Financial Statements and Corporate Structure
   • Standalone vs. Consolidated financial statements
   • Classifying Subsidiaries, Associates, and Joint Ventures
4. 1.4 🏢 Shareholding Patterns and Business Types
   • Family-owned vs. Professionally-managed businesses

📋 Topics Covered

1. 2.1 🧾 Understanding the Balance Sheet
   • Core definition, purpose, and snapshot concept
   • The fundamental accounting equation
2. 2.2 💰 Classification of Assets
   • Duration-based: Current vs. Non-Current Assets
   • Value-based: Appreciating vs. Depreciating Assets
3. 2.3 💳 Understanding Equity and Liabilities
   • The “Source of Funds” perspective
   • Breakdown of Equity: Share Capital vs. Other Equity
4. 2.4 🏦 Detailed Breakdown of Liabilities
   • Non-Current Liabilities (Provisions & Deferred Tax Liabilities)
   • Current Liabilities (Trade payables, short-term debt, tax provisions)

📋 Topics Covered

1. 3.1 📈 Introduction to the Profit and Loss Statement
   • Defining P&L vs. Balance Sheet (period performance)
   • The concept of a Financial Year (FY)
2. 3.2 💵 Revenue and Income Streams
   • Operating Revenue (Core sale & other operations) vs. Other Income
3. 3.3 💸 Understanding Operating and Non-Operating Expenses
   • Key operating costs (materials, employee benefits, financing)
   • Depreciation vs. Amortization vs. Impairment
4. 3.4 💳 Capital Expenditure vs. Revenue Expenditure
   • Balance Sheet Assets (CapEx) vs. Income Statement Expenses (RevEx)

📋 Topics Covered

1. 4.1 📖 Core Terminology and Financial Basics
   • Book Value, Capital Employed, and EPS
   • Capital raising models (Debt vs. Equity)
2. 4.2 💰 Profitability Ratios
   • Operating Profit (EBITDA), Operating Margin, and PAT Margins
3. 4.3 🔄 Return Ratios
   • ROE vs. ROCE vs. ROA
   • How return ratios are manipulated by leverage and dividends
4. 4.4 ⚖️ Leverage Ratios
   • Debt-to-Equity (D/E) threshold guidelines
   • Interest Coverage Ratio (ICR) safety limits
5. 4.5 🏷️ Valuation Ratios
   • Price-to-Earnings (P/E), Price-to-Book (P/B), and PEG valuation metrics

📋 Topics Covered

1. 5.1 💵 Understanding the Cash Flow Statement
   • Core purpose of cash tracking
   • Accrual P&L revenue vs. Cash Flow reality
2. 5.2 🧮 Components of the Cash Flow Statement
   • Operations (CFO), Investing (CFI), and Financing (CFF) cash flows
3. 5.3 📊 Cash Flow Valuation and Quality Metrics
   • CF-to-PAT ratios and EPS vs. Cash Flow Per Share
   • Free Cash Flow (FCF) calculation and applications
4. 5.4 📅 Financial Result Timelines and Reporting Cycles
   • SEBI quarterly result timelines
   • Breakdown of the four financial quarters
5. 5.5 🏢 Annual Reports and Investor Relations
   • Key components of corporate annual reports
   • Navigating investor presentations