How to build a mutual fund portfolio for volatile markets? | Mutual Fund Ki Baat with Rahul Singh
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- Опубліковано 30 чер 2024
- How to build a mutual fund portfolio for volatile markets? | Mutual Fund Ki Baat with Rahul Singh
One has to fix the right equity-debt allocation in the portfolio depending on risk profile, investment horizon, financial goals, age and income levels. One must have 40% in hybrid funds, 40% in pure equity which could be Flexi Cap Funds or Large and Midcap Funds and 20% in small cap funds, midcap funds, sector funds or thematic funds. SIP approach is vital because you cannot predict stock market corrections and stock market rallies. Also Equity has the power to give 12% returns over the long run. SIP is also better than waiting on the sidelines for the stock market to correct. The SIP approach can get better returns than the lump sum approach over the long run. Large cap stocks currently have a better risk-reward ratio as compared to mid cap and small cap stocks. However, along with large caps one must have exposure to mid and small cap stocks too because of their strong growth potential in the Indian economy.
0:00 - Coming up
2:08 - Introducing Mr Rahul Singh
3:42 - Could continuing interest of FPIs in the Indian stock markets propel the Sensex and Nifty 50 to new highs?
8:54 - How does Tata Small Cap Fund pick stocks for its portfolio?
14:37 - Should first timers invest in large cap funds and mid cap funds and what should be the allocation towards these fund categories?
17:57 - What is the 40:40:20 approach for the best asset allocation?
23:25 - How can one choose the right investment themes for one's portfolio?
28:18 - Do SIPs added at higher market levels add value to one's portfolio?
31:35 - How to build a strong mutual fund portfolio for volatile markets?
33:40 - How active and passive funds can co-exist in one's portfolio? Also what factors should one focus on when choosing passive funds?
38:30 - How does Mr Rahul Singh invest his money?
39:35 - Mr Rahul Singh’s tips for first time mutual fund investors
41:41 - Mr Rahul Singh’s learnings and mistakes from the equity markets
42:50 - Mr Rahul Singh’s book recommendations for mutual fund investors
43:51 - Key Learnings
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Excellent questions asked by Namrata ma'am..... Keep doing good work....Groww....
I don't Understand, what is Risk. Up & Down is the nature of Market. We should go with it.. The Capital is not going to Zero.. Then what is Risk...Everyone should invest in Smallcap and midcap for Massive return...
Buddy, its more about mental maturity about differentiating volatility & permanent capital loss. Since you have transcended to that mental level, congratulations!
Thanks Namrata madam for this video.
Bhut kubh dahnyabad namrata ji😊👏
Very Valuable edition Madam 👌
Nice Video thanks for sharing.
Very interesting video for mutual fund invester
40-40-30 formula shared by Alok.
40%- Multi Asset Fund
40%- Large & Mid Cap/Multicap/Flexicap
20%- Small Cap/ Sectoral/Thematic Funds😊
Nice video
Very nice ma'am ❤
Its a useful information sir
best ep
Namrata is a great host.
Hdfc defence fund kaisa hai sir
I think if one can go with balanced advantage it is better to invest in EpF if he is salaried person since EpF is EEE but investment is very personal matter
EPF isn't EEE. The returns are taxable
@@jishnu18EPF is EEE barring interest on contribution above 2.5 lacs per year being taxed
Nice video