Mutual Funds · Advanced
Fund analysis and client conversations
Read a factsheet like an analyst, test a fund under stress, handle hard objections and stay inside the rules.
What is inside
14 short lessons. Each ends with a quiz, so you know what you have learnt.
Reading a fund
- Factsheet deep-dive
- Portfolio overlap
- Rolling returns and consistency
- Upside and downside capture
- Active share and benchmark weights
Stress, NFOs and client moments
- Small and mid-cap liquidity: stress tests
- NFOs and the ₹10 myth
- Goal-based conversations with HNIs
- Handling objections — 2026 edition
- Hand-holding through falls
Compliance, numbers and revision
- Compliance and ethics
- SIP and step-up maths
- Using data in client meetings
- Grand revision
Try a question
Q1. Portfolio turnover of 150% means:
- The manager churns the portfolio 1.5 times a year
- Returns of 150%
- 150 stocks held
- AUM grew 150%
Show the answer
A. Trading intensity.
Q2. Overlap of 60% between two funds suggests:
- Little extra diversification
- Perfect diversification
- Lower risk
- Tax benefit
Show the answer
A. Same stocks twice.
Frequently asked questions
Is the Fund analysis and client conversations course free?
Yes. Lessons, quizzes and practice are free. Sign in once with your mobile number or Google to start.
Who is the Fund analysis and client conversations course for?
It is a advanced-level course with 14 short lessons, written in plain language for beginners and for people who advise others on money.
Can I learn this in Hindi or Gujarati?
The app screens switch between English, Hindi and Gujarati at any time, and many quiz questions have translations. Lesson text is in English for now.
Do I get a certificate?
Yes. Pass the course exams to earn a certificate that anyone can verify online.
Is this investment advice?
No. It is education only. Speak to a qualified adviser before you act on your own money.
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UpperCrust Academy is independent study material from UpperCrust Wealth. It is not affiliated with NISM, SEBI or AMFI. For education only. Not investment advice. Always confirm the latest syllabus and rules on the official NISM website.