We also reviewed funds from Parag Parikh AMC but did not observe any significant changes made by their fund managers at a broader level. For instance, in the case of the Parag Parikh Flexi Cap Fund, there were no sectors where the allocation was increased or decreased by more than 5%. Additionally, we chose not to analyze schemes from Quant Mutual Funds, as their investment strategy relies heavily on algorithms and lacks the presence of a veteran fund manager.
We have a database, from which we pull all this data. While this data may not be in the public domain, you can benefit from it by regularly watching our videos.
I have one doubt, if you look I past 3 months or ytm basis one can find that FMCG, pharma, it were the best performing doesn't this make pharma and FMCG sector overvalued and a profit booking or correction can be expected??
Hello team, I am a beginner in the stock market and currently investing through SIPs in mutual funds and ETFs. I have a concern as many investors are saying that the stock market is overvalued and could potentially correct by 20% at any time. Additionally, some podcast analysts are suggesting that mid and small-cap stocks are overvalued and might experience a bubble burst. As a new investor, this is causing anxiety about the safety of my investments. If such a correction happens, what measures should I take? Should I move my investments into FDs or debt funds until the correction occurs, or should I consider flexi-cap funds? How should I approach this situation? I also track historical performance and compare it with category benchmarks every month, but I am looking for your guidance on how to think through this potential market scenario.
Hi, The short answer is: Ignore the noise and continue investing. Markets will go through ups and downs. As long as you stick to your asset allocation plan and invest systematically, over the long run, you have a high chance of making good returns. Now, the long answer Yes, markets do look expensive in some places. But no one knows if and when the correction will come. It might happen tomorrow or take another 3 years. More money is lost waiting for a correction than an actual correction. Moreover, we did a study where we saw SIPs started at market highs and lows, and both delivered the same returns. The only thing you should do is have a mix of equity, debt, and gold as per your risk tolerance. Diversify and be patient. That's all that is needed. But if you need help, you can try ET Money Genius. It offers high-end investing advice that is personalised to you.
We also reviewed funds from Parag Parikh AMC but did not observe any significant changes made by their fund managers at a broader level. For instance, in the case of the Parag Parikh Flexi Cap Fund, there were no sectors where the allocation was increased or decreased by more than 5%.
Additionally, we chose not to analyze schemes from Quant Mutual Funds, as their investment strategy relies heavily on algorithms and lacks the presence of a veteran fund manager.
But Parag Parikh was holding significant cash, has consistently better downside protection and reasonable return with a value investing strategy.
I was here to comment why Parag Parikh not included. And then I read your pinned comment and I strongly agree with both of your point . thanks
Btw great batting today for 2 runs.
Ya. PPFAS in the latest interview said they are booking profits in some of portfolio stocks. Increase cash from 16 to 18% .
Best Channel on yt for Indian stock market
Thanks for your encouraging words. Please help spread the message by sharing this channel link with your friends and family. www.youtube.com/@ETMONEY
Dear Team, in your next video if possible make an attempt to analyse Neelesh Surana, Sandeep Tandon & Rajiv Thakkar...
Thanks for your suggestion. Will share it with the team.
HDFC pharma & health care fund acha hain kya? For Pharma sector
The way you speak, fantastic
From where you get all this data?
Where can I look and start my own analysis?
We have a database, from which we pull all this data. While this data may not be in the public domain, you can benefit from it by regularly watching our videos.
I have one doubt, if you look I past 3 months or ytm basis one can find that FMCG, pharma, it were the best performing doesn't this make pharma and FMCG sector overvalued and a profit booking or correction can be expected??
Hello team,
I am a beginner in the stock market and currently investing through SIPs in mutual funds and ETFs. I have a concern as many investors are saying that the stock market is overvalued and could potentially correct by 20% at any time. Additionally, some podcast analysts are suggesting that mid and small-cap stocks are overvalued and might experience a bubble burst.
As a new investor, this is causing anxiety about the safety of my investments. If such a correction happens, what measures should I take? Should I move my investments into FDs or debt funds until the correction occurs, or should I consider flexi-cap funds? How should I approach this situation?
I also track historical performance and compare it with category benchmarks every month, but I am looking for your guidance on how to think through this potential market scenario.
Hi,
The short answer is: Ignore the noise and continue investing. Markets will go through ups and downs. As long as you stick to your asset allocation plan and invest systematically, over the long run, you have a high chance of making good returns. Now, the long answer
Yes, markets do look expensive in some places. But no one knows if and when the correction will come. It might happen tomorrow or take another 3 years. More money is lost waiting for a correction than an actual correction. Moreover, we did a study where we saw SIPs started at market highs and lows, and both delivered the same returns. The only thing you should do is have a mix of equity, debt, and gold as per your risk tolerance. Diversify and be patient. That's all that is needed. But if you need help, you can try ET Money Genius. It offers high-end investing advice that is personalised to you.
Do come with mutual funds for 2025
Thanks for your suggestion. Will share it with the team.
Informative
Which fund manager is having 125 years of experience 😅
It is the combined experience
5*25 yeras
Woh 5×25=125 firstly I think what's the age of this Fund Manager.
🤣🤣🤣🤣🤣
Pappu Hai Kya ?🗣️ 🦊 🔥
Why the reduction in banking stocks? Private sector banks' stocks have hardly performed in the last few years.
Why ET Money does not cover Parag Parikh ever in their Analysis?
Sir if possible make a detailed video on
Nifty500 Multicap Momentum Quality 50 Index
&
Nifty 500 Momentum 50 Index ...
The confidence, top level❤
Thanks for your research
Welcome! Please share this video with your friends and family as well.
useful
Can you please make a video on how a customer care team should be for a mutual fund investment application like ET money 😂
Thank u et money
Welcome! Please share this video with your friends and family as well.
Sir Alright every time doesn't look nice. Plz stop saying Alright. Instead take a pause .
Thanks for your feedback. Will pass it to Mr Rajat Monga.
❤
There was no point of this video. No one understand a thing, invest in index and forget about it
Mutual fund industry itself started in 1995 how fund manager can have 125 years of experience
Combined bolte hai bhai.
Where is sandeep tandon ?
He is not popular ?
Please check the pinned comment above
If you speak in Hindi your viewers will be much more.
No it won't, everyone doesn't speak hindi in india and outside india.
Not all understand hindi in India.