2
Beginner Your First Investment
Step-by-step guide to start investing — SIP vs lumpsum, how much, and choosing your first fund.
5 lessons
19 min total
What you'll learn
- When to use SIP vs Lumpsum investing
- How much to invest based on your income
- A 3-step framework to pick your first fund
- How to read and evaluate a fund page
1
SIP vs Lumpsum
When to use SIP (monthly) vs Lumpsum (one-time) — and the power of rupee cost averaging.
2
How Much to Invest
Simple rules for deciding your monthly SIP amount based on income and goals.
3
Choosing Your First Fund
A 3-step framework to pick your first mutual fund with confidence.
4
Reading a Fund Page
A guided tour of what every section on a fund detail page means.
5
What is Expense Ratio
How the annual fee works and why 0.5% vs 1.5% matters enormously over time.
Module Quiz
5 questions to test your understanding