Mutual Fund Cheatsheet Mutual Fund Cheatsheet
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What’s Inside

What is a Mutual Fund?

Important Terms

How Do Mutual Funds Work?

Types of Mutual Funds

Getting Started with Mutual Fund Investing

Tax on Mutual Funds

Details You Need to Start Investing

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Mutual Fund Cheatsheet by Namrata Patel

Mutual Fund 101 — What You Should Know:

Mutual funds, a pooled investment vehicle managed by professionals have become integral to wealth creation. For investors who are new to the world of mutual funds, here is a cheatsheet to help you understand the basics of mutual funds.


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Written By

Namrata Patel

Content Writer

Namrata Patel is a Certified Financial Planner and content marketing manager at Dezerv, where she blends her financial expertise with engaging storytelling. Previously a columnist at Mint, Namrata has contributed significantly to Dezerv’s flagship newsletter and various other content IPs.

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