How Conservative Investors Can Build a Mutual Fund Portfolio? | MF Ki Baat with Navneet Munot
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- Опубликовано: 5 авг 2024
- Asset Allocation is vital to maximize risk adjusted returns. Different Asset Classes perform well at different times. Hybrid Funds invest in a mix of Equity and Debt securities. So investors get the opportunity to participate in different asset classes through Hybrid Funds. Continue to invest in Debt Funds, Gold Funds and International Funds despite the new taxation rules for Debt Funds. You need these investments to diversify your mutual fund portfolio. Conservative Investors who don’t want to take too much risk with Equities can look at Conservative Hybrid Funds for the Mutual Fund Portfolio. They can also look at Equity Savings Hybrid Funds. You can invest in Index Funds if you want returns that match the market. Otherwise, you can try Large Cap Funds, Flexi Cap Funds, Multi Cap Funds if you want market beating returns. Do not have too much allocation in Sector Funds and Thematic Funds. Invest in these funds only if you understand the investment. Do not underestimate the Power of Compounding with Equity Funds. Stick with SIPs in Equity Funds for the Long Term. Sound investment, Time and patience help you build wealth over the long term.
0:00 - Introduction
0:18 - About Navneet Munot
1:30 - What are the broad points we should keep in mind while investing in Indian markets?
5:55 - What are the growth drivers for India?
9:56 - How vital are hybrid funds?
12:22 - What should be the holding period for the balanced advantage fund?
13:16 - What should be the broad strategy with respect to the change in taxation?
15:26 - As new investors, which category of funds should we start off with?
17:42 - As a conservative investor, which funds are good for investment?
21:00 - How frequently should we review our portfolio?
23:58 - What are the other benefits of investing in ELSS funds other than tax saving?
26:10 - ELSS funds have 3 years lock-in - Pro or Con?
27:20 - How does the retirement solution fund works?
31:18 - What to analyze before investing in sectorial funds?
34:33 - Key learnings of Navneet Munot in his investment journey
38:20 - Book recommendation
39:50 - Conclusion
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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.
Good session.Psychology of money is a good book.
जबरदस्त सेशन
The more we Indians invest in mutual funds, the more taxes government will levy on us.
What is going on right now, people depositing crazy amounts of money in mutual funds, common sense dictates that govt will apply more taxes year by year.
Very informative interview. I am also investing in HDFC Index BSE S&P Sensex plan, and it is giving positive returns.
Groww please invite any debt mutual fund manager too.😊
now HDFC good performance mutual fund
👍👏👏👏
Sound quality is very bad as usual
@Groww Please change the host. Lack of involvement in conversation is being felt. Neeraj Arora can be the demanding host or Namrata can be the host at least.
Neeraj sir
PLEASE neeraj sir host the video
Sir, Your explanations are very good....but request you to share deep knowledge.....as now a days every one is advising only....not by genuine heart....as a innocent investor we start faith on any information or education purpose video..... As everyone says....ye stock Lelo..... MFs Sahi hai....LIC me invest karo.....etc...Lekin no body tells dark side of them.... No body is suggesting in good faith of average earning families investor....As a innocent investor loss hard earned money....with very less returns....hence requesting you to please share good genuine advise for betterment of Average family earner....and for safe investment... Hope you understand the pain of innocent investor....Thank You....
Guest speaker is recommending to continue investing in ELSS funds, when there is no clear advantage now to invest in them.
ELSS funds have more EXPENSE RATIO than most equity funds.
So ELSS funds give more commission to fund houses like HDFC MF house.
BEWARE ALL!
very low volume
Yeh pehle SBI MF mey they..