How can one choose their mutual fund portfolio allocation? | Mutual Fund Ki Baat with Satish Mishra
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- Опубліковано 10 лип 2024
- How can one choose their mutual fund portfolio allocation? | Mutual Fund Ki Baat with Satish Mishra
Flexi Cap Funds give the fund manager the freedom to invest in stocks across market capitalization. However, the fund manager's investment style is vital as it determines the churn rate of the fund. Some large cap funds may now have done well because they have a higher allocation to mid cap stocks and small cap stocks. This is because currently mid cap stocks and small cap stocks have done well. Small cap category is the widest category. But to gain from the small cap category one needs a long term investment horizon. Now, the small cap space is so wide that one may see very little overlap in small cap fund portfolios. One can look to diversify across different investment styles in small cap funds like growth or value style.
0:00 - Coming up
2:15 - Introducing Mr Satish Mishra
4:00 - India has retained the title of the world's fastest growing major economy. Is this good for the Indian stock market?
7:20 - Why are many investors looking at Flexi Cap Funds?
12:30 - How important are benchmark beating returns in equity funds?
16:34 - Do large cap funds also invest the remaining 20% of their assets in mid cap and small cap stocks?
19:06 - How important is exposure to large cap stocks in a mid cap and small cap funds portfolio?
23:12 - What should investors look at when picking small cap funds?
26:57 - How to reduce portfolio overlap in your mutual fund?
28:35 - How tata mutual fund picks stocks for its mid cap and small cap fund?
31:30 - How can investors decide which investment theme to focus on in Thematic Funds?
36:16 - Should investors look only at index funds tracking the Nifty 50/Sensex or go deeper into index funds tracking other market indices?
38:03 - How can investors achieve their financial goals through SIP?
40:31 - How can first timers fix their asset allocation in their mutual fund portfolio?
45:30 - Where does Mr Satish Mishra invest his money?
46:36 - Mr Satish Mishra’s learnings from the Equity Markets
48:32 - Key Learnings
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Very Nice Information... 👍
Great learnings
Very good learning session
Very nice information thanks ji
Very useful session ❤
Valuable information Madam
Tata ka mid cap sahi nahi chal raha ye sir se bolye usko thik kare 😅😅😅😅
Nippon india small cap fund kesa h long term ke liye mem
Plz help
Very good fund.. For long time
It is available for SIP only not lumpsum
M mutual fund me invest krna chahta hu mujhe kha invest krna chahiye meri salary 42k h m 15 sal ke liye investment krna chahta hu plz help me.
1) Icici pru large and midcap 50%
2) Hdfc midcap opportunity 15 %
3) Nippon india flexi cap 25 %
4) Sbi or quant or dsp Or as per ur risk any one small cap 10%
@@AshishGershom really
Whats her id ?