How can first time investors build a winning mutual fund portfolio? | MF Ki Baat with Nilesh Shah
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- Опубликовано: 12 июл 2024
- How can first time investors build a winning mutual fund portfolio? | MF Ki Baat with Nilesh Shah
Some equity funds follow a buy-and-hold investment strategy whereas some of them churn their portfolios regularly to generate higher returns. Both of these approaches have their advantages and disadvantages.Sector Funds are not suitable for first time mutual fund investors. Debt funds are like an anchor of a ship sailing in the sea. It protects your portfolio when the stock markets are volatile. If you continue your SIP in equity funds irrespective of market movements you will eventually collect a solid corpus which is more than your home loan and repay it.
0:00 - Coming Up
1:34 - Introducing Mr Nilesh Shah
3:22 - Will FIIs rush into India in a big way particularly after India’s higher GDP numbers? Also will they focus on large caps or small caps?
7:26 - Why are so many small cap funds lagging behind their benchmark?
11:27 - How important are the top 10 portfolio holdings of an equity fund? Are funds with a higher portfolio turnover ratio a good option to get higher returns?
14:45 - Why do many mutual funds schemes change their names? How does this impact mutual fund investors in these schemes?
17:50 - Mr Nilesh Shah had said that India’s retail investor is like Glen Maxwell. What does he mean by this statement?
20:41 - How important are thematic and sector funds in one's portfolio? Also why have these funds received huge inflows recently?
24:55 - How important are balanced advantage funds in one's portfolio during market volatility?
29:15 - Are ELSS Funds necessary for a first time mutual fund investors portfolio?
34:33 - Why are mutual funds investing in New Age Companies and can mutual fund investors profit from this investment strategy?
37:48 - How do debt funds play a role in a mutual fund investor's portfolio?
39:25 - How can people use SIP to repay their home loans?
42:40 - How do you invest to build your long-term mutual fund portfolio?
45:28 - What are Mr Nilesh Shah’s thumb rules which first time mutual fund investors could follow?
46:46 - Mr Nilesh Shah’s learnings from the equity markets
48:43 - Mr Nilesh Shah’s book recommendations for mutual fund investors
50:18 - Key Learnings
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Namrata mam this was a wonderful interview with the most knowledgeable person in the MF Industry Mr. Nilesh Shah who fortunately is also my idol, and I admire him a lot. Mr. Shah is such an experienced, and good teacher, that he has very smoothly and carefully avoided the question of, " how he manages his own portfolio '', even after you asked him twice. GREAT INTERVIEW one will not get tired hearing the same.
Beautiful interview big thanks to the host Namrata ji and guest Nilesh ji , we need more such content like this
This podcast is fantastic for newcomers to mutual funds since it is both entertaining and educational. Please accept my deepest gratitude for the invaluable advice he has given to individual investors.
Thank you for arranging the session with one of my favourite Financial Speaker.
बहुत अच्छी तरह से एक एक चीज को समझाया है निलेश जी ने। अद्भुत व्यक्तित्व के धनी हैं निलेश जी। धन्यवाद Groww
The way sir explains the questions are very understandable, thank you; Grow team for this episode.
Great session. Thanks Nilesh ji and Namrata !!
Really a wonderful conversation in easy language with relevant examples.
Excellent discussion. Very nicely explained all questions.
Thank you Namrata ji @Groww for the session which is informative ❤❤❤
What a beautiful session. The way he explained with all the anecdotes and examples truly a joy listening to him. Wished it continued for another hour.
Omg..so much of knowledge Sir Nileshji has got..
Thanks a lot for sharing good thought about investing….
Mam, Wonderful session. Pls. carry on such session in the interest of society. 🙏
You are doing a great job Namratha...i think its not an easy task to bring these type of professionals for interview on this type of platforms....well done...
Nilesh Shah is excellent person
Good conversation
You both are Very good. Mr Shah is very humble.
Best Explanation by Nilesh sir...
I appreciate nilesh ji words and views
Very insightful conversation .. covered wide range of topic. Truly interesting and educative
Excellent session and advice to keep you grounded in the stock market...
One of the best guidance with thorough knowledge and questions also very good and educative
Excellent conversation, learn and enjoy a lot.
बहुत सुन्दर
Nilesh sir is very knowledgeable person
Excellent Discussion more funds knowledge
Very nice examples. Nice video
Namrata's background is always noisy. I believe Groww should focus on video audio quality for their viewers. Even smaller youtubers know the value of audio quality. Slightly disappointed with the never-evolving-quality of Groww videos. I am on the brink of unsubscribing this channel.
Initially I thought that my earphones are having some problem, but its the video quality itself having issues. 😠
Very good work for you 👍👍👍👍 thanks for your information and advisor
Fair enough
I always love to hear him.
Great interview !!
Excellent
Good job sir ❤
Excellent conversation, explained in very simple words, good coverage of topics. Nilesh is genius in stock market. 💯👌
Thank you 👍 Namrata mam.
Maza aagaya mam
Wonderful video
Tnx sir u r great
Good ... thanks
Nice
Thank you Namrataji. Next time please ask which is better.....BAF or aggressive hybrid funds .....can the best fund houses be named.....
Good video 👍👍👍
Nice wonderful ❤️🎂👍🏼💐
Example ka Bohat maja aiya 😀
Dear Namrata Ji, request sirf first time vale investor ke alawa bhi kuch aise sawal puche joh investors abhi 2020 ya 2021 se investment start kar chuke hai aur abhi tak invested hai.... Mutual fund and equities both. Thank you
The core of portfolio build up should be index funds, which was conveniently ignored by the advisor, coz that earns the least income for them. Not surprised.
KOTAK AMC FUND IS BEST FUND. I have Kotak small cap & kotak contra fund.❤❤❤
That's why it's the best...😂
What are those books near you that you are reading Namrataji
MAdam quant funds ka review karo
Quant small cap, quant multi asset, qua t flexi cap
Thanks groww.but change your policy on closed demat account. Even zerodha open the closed demat account after 3 months.
Why did you close groww in the first place?
Yes, hard to concentrate with background noise.
Why my sip SBI bluechip fund direct growth can create different folio number?
Hello,
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Thank you
Safe fund for retired persons.Pl guide.
Please provide English version. We don't know hindi
I think any economy is judged by his currency and Indian rupees is continuously in decline so share market new high is just a bubble should I exit from my investment currently my investment is just double
Some problem in audio quality
Sir Your kotak midcap fund isn't performing at all. Not able to beat index since last 2 yrs. I exited from this fund after waiting for a long time.
How many years you wait
Play game for 8 years atleast......u will get great profits in any equity MF scheme
Switch to jm midcap
NS from 4 minutes approx
Fix the audio please
देनी है तो सही जानकारी दो नहीं तो बेवजह गाल बजाने से कोई फायदा नहीं है
very poor sound quality of the interviewer, as always.. thumbs down
કાકા કથાકાર છે 😂
देखो बनिया आदमी मोक्ष कि बात भी बाजार कि बात से समझ તે है
Su leva Katha Saabdavi Na Sambato bhila
He is quite irritating with his examples😂
Really shameful from groww
They can’t even manage a better speaker
Looks like a 15 year old guy recording his video
Love the cricket analogies. He should be a cricket expert
Mam, Wonderful session. Pls. carry on such session in the interest of society. 🙏