Mutual Fund Ki Baat - Aashish Somaiyaa, CEO, WhiteOak AMC | How mutual funds help create wealth?
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- Опубликовано: 5 авг 2024
- Aashish Somaiyaa, CEO WhiteOak Capital Asset Management, on Mutual Fund Ki Baat talks about the external environment and its impact on investment, why it's important to invest young, and why overlap between mutual funds schemes doesn't matter, among other things.
He explains that starting your investment journey as early as possible is essential to create wealth. He also adds that investors often underestimate the investment horizon and overestimate the liquidity requirement. So, for a long-term investment strategy to work, investors should identify their immediate money requirements and only then make equity allocations.
0:00 - Introduction
2:03 - About Aashish Somaiyaa
3:09 - How to start investing early?
6:58 - What is flexi cap fund?
9:42 - Why is flexi cap fund best for new investors
10:37 - Growth vs Value investing
12:59 - How many mutual funds should we own?
17:00 - Should we check overlapping of funds?
19:55 - Things to look at before investing in a mutual fund
23:13 - Can the expense ratio reduce?
25:46 - Asset allocation
29:04 - Can a man with Rs15,000 per month invest in a mutual fund?
33:13 - Time horizon for flexi cap funds
34:45 - Return expectation on flexi cap fund
38:59 - Nifty at 18,000 should we start our mutual fund?
41:56 - Passive funds vs Active funds
46:06 - When to exit a mutual fund?
48:47 - How to utilize the wealth?
52:50 - Conclusion
53:19 - Key Learnings
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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.
Really very good n frank session. Ashish Sir is very intelligent person. He is giving very good road map for next 20yrs. It's useful for retail investors. 👍
The interview with Aashish Sir is really good. A man with confidence and real clarity.
Great Conversation with Ashish sir.
Congratulations to Grow Team 👏
I Love "mutual funds ki baat groww ke saath".. Specifically Neeraj Bhai.. Love you
❤
बहुत बहुत जानकारी भरा प्रोग्राम पेश किए हैं। धन्यवाद नीरजभाई
It was really very good episode. Aashish sir vision is really clear. He nicely explained that common man too can create wealth for him by investing
Wah ashiesh sir bhut bhut kubh dahnyabadh grow team 👏👌✌🏼👍🙏
Bahut maja aaya... bahut kuch sikhne ko mila...
Fantastic thinking sir g
Incredible session with Ashish Somaiyaa.
Really enjoying this series please continue with the series looking forward to a lot of such videos. Great work groww and team 👍
Best Series Of Interviews
Unique and Quality Questions
Straight Forward & To The Point Questions
Thank You So Much For This Neeraj Sir
Excellent no words down to earth man mr. Somaiya
Quite knowledgeable episode
Really a great initiative by Groww. 🙏🏻🙏🏻🙏🏻
In the first over itself all balls sixes; and sixes continued throughout the session. Yet another Wonderfull session. Good Luck to Groww. Take away is, the right place, right time, and do the right thing.
Sir, USA even allows fractional purchase of shares. You can actually go to their exchanges and buy 0.0004% of a Amazon or Microsoft share.
Thanks Groww
Excellent session from this unknown person
Lots of positive energy for me ,thanks sir
Bohot Maja Aya Sir..Thanks😊
one of the best sessions
Great insight...Thank you both of you sir...
Shandaar !!!!
Loved it, pls continue giving us high quality content!!
@Groww Please make available the dividend statement on Groww application for the whole financial year as Zerodha does it...
Yes it's needed.
Yes
Much needed.
Much needed
Yes!!
Good one👍
What a lovely session thanku groww and ashish sir
Grate show sir
Excellent episode.. good luck keep going 👍
Excellent session.
Well, The Last Part was Beautiful...❤
Great groww ❤️
Really a great session
Very good Advice Sir
Enjoyed the whole session
Sir aditya birla ke fund manager ke sath bhi ek interview ready kijiyeah na
Sir very enjoyfull episode 🙏😘
Very informative video
superb sir 🌟🌟🌟🌟
Great
Bhot hi badhiya session rahata h sir jiii apka apka bat karne ka andaj hi kuchh alag h really great sir jiiii
So confidential
Grow doing great job.
Maza aa gya 🙏
He is really talented person
Really Frank and useful discussion.
Glad you liked it!
Jabardast show
Neeraj sir very nice keep it uo
Thank you.
Waiting for Mr Rajeev Thakkar.
Maza aayaa
Best Show👍👍👍👍
Ye Wala Video Dekho App
ruclips.net/video/BAYS-IhuDXQ/видео.html
Great man ,it was very nice and open conversation 👍
Glad you liked it
BEST APPROACH FOR A MIDDLE CLASS WITH SIP INR 2000 - 5000 EACH FOR SAFE INVESTING & BEST RESULTS,
2-LARGE, 2-MIDCAP, 2-SMALL, 2-FLEXI, 1-FOCUSED, 1- ELSS, AND 2-SECTORAL(IT&INFRA).
REASONS:
1-MINIMUM 10 YEARS FOR ALL, BEST IF KEPT FOR 20 YEARS HORIZON.
2-ONLY 4-5 STAR RATED
3-MUST BE FROM THE TOP 5 RANKED ON MONEY CONTROL SITE, IN ITS CATEGORY.
4-HARD-EARNED MONEY MUST NOT BE TAKEN AS A JOKE BY INVESTING ONLY IN 5-6 FUNDS UNLESS YOU HAVE THE KNOWLEDGE TO COMPARE FUNDS AND CAN DO STPs.
wow.. just waiting for someone to say this!! finally came across a prudent,sensible investor 😊 even i think, just holding 5-6 schemes is risky for middle class. it must be in the range of anywhere from 10 upto 15 schemes. This is because performance of funds(and star ratings) keep changing. One may not get the best but at least,he will not be badly bruised by falling performance in one or more of the funds
I have seen my father case he invested in 4 funds but 1 is doing well only rest 3 are very normal but all funds and funds house are well like CanRobe,Axis,SBI and PParik.
❤
🙏🙏
Thank you for the motivation, stay invested 😊
Mutual funds investment ka same day ka n a v nahi milta why ?
There is voice problem on guest side. Please consider it next time for the best output of the market knowledge.
Sir plz ask on IT sector
Groww app se mutual fund me invest karna safe he?
Grow team , Please adjust microphone . Sound is very less
What a guy
What is the average income of fund manager?
Fd walo ko fd ka paisa nahi milta aur loan lene walo ko loan nahi dena hota kya?
In India we need financial & investment education for students in school time.
Sir jaise abhi market niche h,,,or mujhe mera portfolio lose me dikha rha mutual fund me first investment ka,,,,kya karu?
Sip karte raho bhai lambe samay ke liye. Roz dekha mat kro portfolio. Sip kabhi mat rokna
Mja aaya
Voice hi nhi sunai de rahi hai kya bol rahe hai
Audio Not Clear. Please try to fix these things
Please introduce 15 days sip
I am also interested in this,
Sir visitor voice is very down
Bhai bank bankrupt/ nclt me jaye to loan ka kya hota hai ispe video banao loan nahi dena hota kya hota hai??????
Loan dena hota hai, loan book ko koi aur company khareed leti hai, aapka deposit doob sakta hai but loan toh pay karna hee padega
@groww plz bring rajeev thakkar
Voice not clear
Voice very low
Too long video. It should be about 10 minutes max
Low voice
Poor audio quality of guest
20:22 ( Sunaaataaaa !!!!! 😂 )
Sep 2022
A
YOY @ 25 to 30% in 10 yrs 10x ( 900% Growth)
Nestle
Bajaj Finance
TCS
Asian Paints
Mindtree
B
YOY Upto 25% in 10yrs 8x (700% Growth)
Pidilite
HDFC
Astral
Polycab
Balkrishna Industries
HUL
SBI Small Cap - MF
C
YOY Upto 20% in 10yrs 5x ( 400% Growth)
Dabur
Godrej CP
Berger Paints
Marico
Prince pipe
Emami
SBI Life
HDFC Life
Kotak Nifty Alpha Fund - ETF
Quant Active Funds - MF
Parag Parikh Flexi Cap Fund - MF