How to protect our mutual fund investments during a market crash

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  • Опубликовано: 17 ноя 2024

Комментарии • 53

  • @parasbansal
    @parasbansal 4 года назад +30

    Most folks here have a net worth of about

    • @beckhamkellan2212
      @beckhamkellan2212 3 года назад

      i guess Im randomly asking but does any of you know of a trick to get back into an instagram account??
      I stupidly lost the password. I would appreciate any help you can offer me.

  • @dr.rajendrabhatiya235
    @dr.rajendrabhatiya235 4 года назад +6

    People just neglect goal based asset allocation and just blindly do SIP.
    Thank you for bringing up this advice.

    • @xlncplays7369
      @xlncplays7369 4 года назад +2

      Dr. Rajendra Bhatiya you don’t need goals every time. One can also invest without any goals too. Goals act as a deterrent or to instigate financial discipline

    • @keerthi3086
      @keerthi3086 3 года назад

      @@xlncplays7369 No point in investing, if it's not tied to goals. There is good research to support the claim that goal setting and accomplishment leads to better purpose, time utilization, and overall feeling of satisfaction and well being.

    • @jishnu18
      @jishnu18 8 месяцев назад

      Generating wealth itself is a goal. It's immature to say one needs a goal to stay invested. Probably you aren't disciplined enough and need a reason to stay invested​@@keerthi3086

  • @parasbansal
    @parasbansal 4 года назад +6

    I am glad that the market has shown such historic volatility in the past month. It bursts all your ego and makes you question and replan (if required) all your decisions such as your framework of investing, asset allocation, etc.

  • @karthikjkr
    @karthikjkr 4 года назад +13

    Prof., You aren't conservative but your return expectations from equity are! 🙂

  • @atthanisiva
    @atthanisiva Год назад +2

    For a long term investor,i feel it is better to exit Sip and direct equitty well before your goal (2-3 years may be) if you have good cagr like 20 percent or more and keep it safe place.then start another set of sip or direct equity if it is needed.otherwise we may see average returns of 10 to 12 from 20 percent if market is in downtrend.unfoetunately we donot have better product to beat inflation than stock market but the truth is stock price is not directly linked to business performance due to various factors like FII,DII,traders, influencers etc etc

  • @santunubhaduri5353
    @santunubhaduri5353 4 года назад +7

    Yes sir,I have also tried to explain these things to my colleages about SIP....no body believes....I then explained with the help of cup and water experiment....u explained this in one of your video....

  • @mr.cedricviegas9952
    @mr.cedricviegas9952 3 года назад +2

    You have answered the subject question in very general terms “have a goal based investment strategy. Specifically, in which instruments should you invest to protect MF equity investments (your money), even if this means shifting out of equity MF’s, when a market crash is expected.

  • @lrokhum
    @lrokhum 3 года назад +1

    My simple lay man logic says that SIP in no way will increase my wealth, so even though I had 3 mutual funds, I never went for SIP, every month I use to top up. Sir, u r the only one among the entire Financial RUclipsr who have cleared my doubt. I am 53 year and have recently join the bandwagon of wealth creation through direct equity and mutual fund, I am starting to doubt that the bull party is most probably in the end phase with the FII booking profits and buying bonds in the US

  • @rohanr221
    @rohanr221 4 года назад +7

    This is quality stuff. I hope it becomes your most successful video than the garbage that's lingering out there.

    • @rohanr221
      @rohanr221 4 года назад +1

      I meant the videos by other RUclipsrs.

    • @prateek99999
      @prateek99999 4 года назад +2

      @@rohanr221 Thanks for the clarification. I burst out laughing when i read the 1st comment.

  • @samratbanerjee3589
    @samratbanerjee3589 4 года назад +2

    Sir..your videos are realistic though depressing for those who expect too much from sip..

  • @harshitha.k.p2216
    @harshitha.k.p2216 4 года назад

    Nice sir. I will fix my returns at around 9% and start investing accordingly.

  • @jishnu18
    @jishnu18 8 месяцев назад

    So as per your observations the worst scenario generates 8.5% returns which is better than any fixed or debt schemes.

  • @jacusjoe
    @jacusjoe 3 года назад +2

    5:29
    In hindsight, this is kind of an eerie prediction given the timing of this video 😄

  • @samratbanerjee3589
    @samratbanerjee3589 4 года назад +1

    Sir..plz advise on right asset allocation..

  • @Animeshparab
    @Animeshparab 5 месяцев назад +1

    Bro correctly predicted black swan event

  • @lsvk567
    @lsvk567 4 года назад +1

    Thanks sir. I have 4-5 equity MFs which are above water by a thin margin. My goal was to build the capital for retirement, as I'm 49. Shall I pull them immediately & put it in some safe MF category like Liquid or Money-market or Arbitrage? Not sure how long this bear market continues (may be 18 - 24 months ?), would it not better to pull out & then restart once things are back to normal ?

  • @suraysilver3859
    @suraysilver3859 4 года назад

    Sir can u please tell me how safe our money will be in mutual funds and how we can get that money after 10 years and I could see certain apps like grow and kuvera apps are used for direct plan investment... is it safe to use that kind of app??? And if possible any video if you suggest will be more helpful because I'm beginner to mutual funds..Thanks In advance sir 🙏🙏🙏

  • @AshokKumar-fu5ze
    @AshokKumar-fu5ze 4 года назад

    Where do you get the historical data on MF NAVs, Gold and indices. I want do my own Portfolio tracker.

  • @kaise989
    @kaise989 4 года назад +1

    Can someone plz tell me when franklin small companies will perform?? Look at axis & SBI small cap.. is it coz if higher AUM & poor stock selection?

    • @xlncplays7369
      @xlncplays7369 4 года назад

      anant tandon it you are asking this question then you absolutely have no idea how to choose MF & which one to choose. I suggest you read up & increase your financial knowledge first. Till then keep your money in bank FD.

  • @geetarao2770
    @geetarao2770 4 года назад

    Investing with a clear goal in mind with appropriate asset allocation are certainly the best practices. But as you pointed out graphically, very succinctly, if the 2008 like scenario repeats now because of the threat of the corona virus, Nifty may tank to almost 6000. Under this situation, does it make sense to protect one's equity mutual fund portfolio by switching to appropriate debt mutual funds ( Liquid/ ultra short term etc ) of probably the same fund house and switch them back when things seem more stable. There could be tax implications on switching and one can get the timing wrong while reentering, yet there may be some benefit in protecting one's portfolio in such extraordinary times. What do you think?

  • @shubhenduverma6956
    @shubhenduverma6956 4 года назад +9

    What if we have a sideways market for 10 yrs? :P

    • @duderocks6483
      @duderocks6483 4 года назад +3

      Get f@#$ed sideways, I believe it's called spooning. What else! lol

  • @saswatimajumdar2721
    @saswatimajumdar2721 4 года назад

    Sir my SBI short term debt fund is showing negative return: my amount is not safe in debt fund:
    Please suggest should I leave from that fund??

  • @முனைவர்.சிசெ
    @முனைவர்.சிசெ 4 года назад +1

    Goal based achiever video pls..

  • @ram33536
    @ram33536 2 месяца назад

    Contine to sip even crash

  • @rameshnalla4409
    @rameshnalla4409 4 года назад

    Sir .. How to switch the mutual funds.from small cap to large cap

    • @xlncplays7369
      @xlncplays7369 4 года назад

      Ramesh nalla ez if you switch funds from same AMC. Open Kuvera account & it provides that functionality

  • @RK-wz9sc
    @RK-wz9sc 4 года назад +3

    I really appreciate your honesty and impartial views..I follow your opinions and guidance in investing.
    Thanks for educating us

  • @MrSaurabhbiyani
    @MrSaurabhbiyani 4 года назад

    Hello Sir,
    I have a 15 lacs corpus. Had planned sip into ETF over next 2 yrs.
    Given current market volatility, should I amend this approach and do
    1. Lumpsum investments. Or
    2. Increase sip to invest corpus in next 6 months.
    I have done goals based allocation for withdrawals in 2025, 2040, 2045.

  • @முனைவர்.சிசெ
    @முனைவர்.சிசெ 4 года назад

    Goal based achiever... video pls..

  • @abhideepkumar3585
    @abhideepkumar3585 4 года назад

    When individual fund return for 6 months and 1 year less than last 3 and 5 years, increase asset allocation in equity funds.
    When individual fund return of 1 year more than last 3 years and 5 years return.Decrease asset allocation in equity.

  • @surenderreddy397
    @surenderreddy397 4 года назад

    Sir
    Direct equity investment vs mutual funds investment wich one is better!!

    • @pattufreefincal
      @pattufreefincal  4 года назад +2

      cannot be compared as direct equity is subjective

    • @surenderreddy397
      @surenderreddy397 4 года назад

      You prefer only mutulfund or direct equity
      Or both investment

  • @sanjitneogi8017
    @sanjitneogi8017 4 года назад

    You are a real 🌟

  • @sambhutalapatra4684
    @sambhutalapatra4684 4 года назад

    Sell everything in trading

  • @sd8477
    @sd8477 4 года назад +7

    Nonsensene. I am now 65 years old and 90% of my wealth is in diversified equity funds and growing at the rate of an average 12%. This is possible only if you don't view this kind of vedios and control your emotions during bear market. The problem is today's generation has no patience and want quick returns.

    • @pran10000
      @pran10000 3 года назад +8

      What nonsense?
      In today's information overload generation 'ignorance is bliss' strategy will not work. He is talking about real data backed stuff and risk management. Unless you publish your results who will take you seriously..?

  • @saidarajjekkula2632
    @saidarajjekkula2632 4 года назад +1

    No solution . always blaming.

  • @முனைவர்.சிசெ
    @முனைவர்.சிசெ 4 года назад +1

    Goal based achiever video pls..