How To Choose the Right Mutual Fund Schemes for Your Portfolio?
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- Опубліковано 10 лип 2024
- How To Choose the Right Mutual Fund Schemes for Your Portfolio?
Some equity funds may do sector rotation because of cyclicality. It is not done because of the risk involved in the mutual fund investment. Sector Rotation helps the mutual fund generate higher Alpha. Multicap funds have large cap holdings so it could remain stable when compared to small cap funds during a market crash. One must never stop their SIPs irrespective of market conditions. This is because India is a strong growth story. First timers in mutual funds can consider index funds as they easily capture different investment strategies.
0:00 - Coming up
1:44 - Introducing Mr Nitin Arora
3:05 - According to the economic think tank NCAER, the Indian economy is expected to achieve higher than 7% growth in 2024-25. Could this bring FIIs back to India in a big way?
7:34 - Some equity funds go for sector rotation. Does this approach increase their returns or reduce portfolio risk?
9:44 - Over the past year many large cap funds have beaten their benchmark. What different approach have they followed to do so?
11:45 - Do value funds perform well in volatile markets?
15:01 - How important is it for multi cap funds to pick the right sectors to generate good returns over time?
18:39 - How does Axis Mutual Fund pick stocks for their portfolio?
20:51 - How important is the PSU theme in a mutual fund investors portfolio?
24:40 - The bull market has been going on for sometime. Should investors stop their SIPs in a bull market?
26:26 - Should an investor have a large cap fund and a flexi cap fund in their portfolio especially as many flexi cap funds are biased towards large cap stocks?
29:15 - Do first timers in mutual funds and sophisticated investors need index funds in their portfolios?
31:14 - What are Mr Nitin Arora’s learnings and mistakes from the equity markets?
34:32 - What are Mr Nitin Arora’s book recommendations for first time mutual fund investors?
35:27 - Key Learnings
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Pick a simple nifty index fund and that will be enough for a diversified portfolio. If you want risk add quasi midcap nifty next 50 in 70:30 ratio. This is an simple, low cost portfolio without fear of underperformance. As Indian market is maturing, the alpha will shirnk in the future, so index fund has edge over active funds. Keep in mind few things
i. Asset allocation and timely rebalancing is the key.
ii. Goal is more important than alpha.
iii. Aggressive means grind hard to invest more , not investing in small caps and leave everything in the hand of fate.
iv. Increase your investment in each passing year. Most crucial.
Thanks 🙏
Very informative, Thanks. Hope our economy will do better and better in the coming years.
Another excellent session by Groww. Good efforts by Groww.
Now I am investor due to Grow ..informative video Thanks
Thanks Nitin
Isn’t it contradictory to say Multi cap is more flexible then flexi cap MF. Moreover is it necessary to have index in the portfolio when you have flexi cap in the portfolio for long term prospective. I want to start for a long term investment and want to go with two flexi cap MF along with a mid cap fund. The flexi cap will have my 60 percent allocation including lump sum and sip and I want to go for SIP for mid cap.
Flexi cap:
JM flexi cap and Parag Parikh flexi cap.
10k each and then around 8 lakhs of lump sum spread over 6 months.
Mid cap :
Motilal Oswal mid cap : 20k sip.
Please suggest. And thank you for the video. It was amazing.
Great
Try one smart beta index fund in portfolio
@@akhil2088 can you suggest some names though!
@@maxwellcyrus5828
Alpha 30 or nifty 200 momentum 30 or nifty smallcap250 mom quality 100 or midsmall etc
So many are there
Kindly also include a question about lumpsum investment as the market is all time high
Nice video
Axis multi cap mf is doing good, well done, thanks
Good material but such contradictory disclaimer and video title.
please add english subtitles
Thanks for the wonderful introduction to SBI MF. Thanks for pointing out that we never invest in Multicap.
M no
Sip band karke direct market mai paisa lagawo kharido kharido aug 24 mai 27500
MF SCAM HEY 😊 ETF SAHI HEY 😊
Those who have no knowledge in mutual fund will say like this...
Please justify what u said...
etfs are also run by same amcs who also run mutual funds
@@sandyg241 Compare the Returns between Mf & Etfs.. Always Mf retuns is Higher
@@sandyg241 ETF CURRENT PRICE BUY CURRENT PRICE SELL.LOW EXPENSE RATIO,
@@bikashneog7775 just because etf have lower expense ratio, that doesn't make MF scams
Grat learning