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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    Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.

КОМЕНТАРІ • 19

  • @ritbanerjee8630
    @ritbanerjee8630 2 місяці тому +3

    Excellent questions asked by Namrata ma'am..... Keep doing good work....Groww....

  • @trilochan1990
    @trilochan1990 2 місяці тому +6

    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...

    • @subhamtripathi4514
      @subhamtripathi4514 Місяць тому +1

      Buddy, its more about mental maturity about differentiating volatility & permanent capital loss. Since you have transcended to that mental level, congratulations!

  • @vikaspatanvadiya4545
    @vikaspatanvadiya4545 2 місяці тому +1

    Thanks Namrata madam for this video.

  • @thakurtimmy8624
    @thakurtimmy8624 2 місяці тому +1

    Bhut kubh dahnyabad namrata ji😊👏

  • @manjalilpurushothaman4592
    @manjalilpurushothaman4592 2 місяці тому +1

    Very Valuable edition Madam 👌

  • @chiranjeevsanyal3459
    @chiranjeevsanyal3459 2 місяці тому +2

    Nice Video thanks for sharing.

  • @shivchandyadaw8091
    @shivchandyadaw8091 2 місяці тому

    Very interesting video for mutual fund invester

  • @chiranjeevsanyal3459
    @chiranjeevsanyal3459 2 місяці тому +2

    40-40-30 formula shared by Alok.
    40%- Multi Asset Fund
    40%- Large & Mid Cap/Multicap/Flexicap
    20%- Small Cap/ Sectoral/Thematic Funds😊

  • @arshivarvariya571
    @arshivarvariya571 2 місяці тому +1

    Nice video

  • @eajajmalik7023
    @eajajmalik7023 2 місяці тому +1

    Very nice ma'am ❤

  • @manjunathdesai6897
    @manjunathdesai6897 2 місяці тому

    Its a useful information sir

  • @ManjeetKumar-jd9no
    @ManjeetKumar-jd9no 2 місяці тому

    best ep

  • @canmurthy
    @canmurthy 2 місяці тому +1

    Namrata is a great host.

  • @NitishkumarBIHAR.
    @NitishkumarBIHAR. 2 місяці тому

    Hdfc defence fund kaisa hai sir

  • @Rosan-cb5mw
    @Rosan-cb5mw 2 місяці тому

    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

    • @jishnu18
      @jishnu18 2 місяці тому

      EPF isn't EEE. The returns are taxable

    • @ravipro
      @ravipro 2 місяці тому

      @@jishnu18EPF is EEE barring interest on contribution above 2.5 lacs per year being taxed

  • @radhikanaik1548
    @radhikanaik1548 2 місяці тому +1

    Nice video