Which Are The Right Mutual Funds For Beginners? | MF Ki Baat with Anand Vardarajan
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- Опубликовано: 5 авг 2024
- Which Are The Right Mutual Funds For Beginners? | MF Ki Baat with Anand Vardarajan
Higher crude oil prices are presenting some difficulty for the Indian economy and also stock markets and this needs to be closely monitored. One can go slow on lump sum investments in equity funds and continue with SIPs even if stock markets are high. Systematic Withdrawal Plans are suitable for people who want regular income. Balanced Advantage Funds reduce equity allocation when valuations are high and increase it when valuations are low, generating potential risk adjusted returns. First time mutual fund investors may consider this investment. Avoid market noise when investing in equity funds as this comes in the way of the Power of Compounding Benefit in Equity Funds.
0:00 - Coming Up
2:13 - Introducing Mr Anand Vardarajan
4:18 - Can lower inflation propel the Indian economy and enhance inflation-beating returns for Equity fund investors?
9:40 - The Nifty 50 recently hit the 20,000-mark propelled by strong price rise in midcap and small cap stocks. Should lump sum equity fund investors hold back until a market correction?
15:09 - What are SWPs (Systematic Withdrawal Plans) and how can mutual fund investors use them?
21:25 - What is the meaning of zaada (more), Jaldi (quick) and kam jhatka (less volatile) in equity mutual funds?
24:00 - Are multi asset funds a good investment in soaring stock markets?
27:54 - Many investors are exiting Flexi Cap Funds because of their large cap bias. Do these funds fit in a first-time mutual fund investors portfolio?
32:14 - Why are so many equity mutual fund categories focusing on large cap stocks?
34:34 - Small cap funds have seen massive inflows recently. Should mutual fund investors look at passive funds in this space? (index funds tracking small cap market indices)
38:14 - How TATA AMC picks stocks for small cap funds? What are the problems faced while picking small cap stocks?
42:50 - Should investors who are scared to invest in small cap funds look to enter this space through Multi Cap Funds?
45:40 - Other than tracking error are there any distinguishing parameters for investors to pick Index Funds? Should one just invest in the lowest cost index fund?
49:41 - Should first time mutual fund investors include balanced advantage funds in their portfolios?
54:23 - What are the learnings of Mr Anand Vardarajan in his journey in the Equity Markets?
57:50 - Mr Anand Vardarajan’s book recommendations for mutual fund investors
59:49 - Key Learnings
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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.
Nice video
Waiting for a correction is more painful than being through a correction. Sahi kaha
Timestamp?
He has been a knowledgeable person as far as markets are concerned. He called in one investor call exit from IT and increase allocation to Banking very early which helped me.
Great 👍 show. I truly admire your talks
Valuable edition Madam as always, thank you so much 🙏
Sir, pls make information on mandate / auto-pay cancellation/ deletion. Pls give demo video on this topic. As in absence of this thing my bank has debited total 1840/- as bank charges.
date se pahle aapko cancel karna padega. Nahin to bank aapse 400 ka charge Karega. time per account per paise Nahin Rahe to
I have are Small Cap SIP Rs 4000, Midcap SIP Rs 2000, Nifty Midcap 150 Momentum 50 Index SIP Rs 2000,Nifty 200 Momentum 30 Index SIP Rs 2000, Large and Mid SIP Rs 1000 and ELSS SIP Rs 2000. SIP duration is 12 years plus. Is that right?
Hi,
I cannot see SWP option in my Mutual fund dashboard in Groww app/website.
Can you make a video of the same.
Thanks
Hello Anuj,
If you need assistance, our dedicated support team is available and ready to help. You can reach us at +91-9108800604. For more information, visit groww.in/blog/groww-helpline-number/
Also you can write to us at support@groww.in
Thank you
Should we invest in quant midcap fund though it is not performing well at present? Please review this MF in this present market condition. Guide us🙏
Recent times buzzword for these new age companies is CAC (customer acquisition cost). No matter what fancy word they throw, always focus on revenue and profit growth no matter what.
Madam sir se pucho... midcap 150 momentum 50 ka etf kab ayega????
Most of the market experts advising to choose either balanced advantage fund or multi asset to investors for diversification or minimize the market volatility. But not many experts advising for aggressive hybrid fund. As this category also invests 15-35 % in debt based on market conditions. Is it really worth to invest such category? Please advise.
First carefully assess your requirements and expectations then search for the category of funds. If it matches yes aggressive hybrid is an option, slightly with higher volatility than baf or a multiasset fund.
Mutual funds kaha so rhe ho mishtann foods limited me kab entry loge abhi 14 Rs. Par mil rha hai isme Fii lagbhag 10 percent ke aaspaas hai aap kab entry loge
How can topup SIP
Go to the 'My SIPs' section and select the mutual fund investment which you wish to step up. You'll then see the 'Add Step-Up' button using which you can step up your SIP.
SWP and taxation pl.
Short Term Capital Gains (STCG) Returns are taxed at 15% , if you redeem before one year. After 1 year, you are required to pay LTCG (Long Term Capital Gains) tax of 10% on returns of Rs. 1 lakhs+ in a financial year.
To know more about STP & SWP click on this link : groww.in/blog/how-to-start-a-stp-and-swp-on-grow"
Multi asset doesn't serve any purpose since most of the amcs deploy more than 65-70% in equities, so merely 10% in debt n gold doesn't do any justice to the title multi asset. It is similar to a flexi cap erstwhile multi cap
Not 65 multipcaps deploy 100 percent in equities. The term itself has "cap" in it. Multicaps are pure equity funds not hybrid funds.
@@religionofpeace782 multi asset i mean to say and not multi cap
Each investor should have a particular objective for investment. Your requirements and expectations don't match with multi asset funds doesn't make it unnecessary.
@@K2Maji you prove
@@TusharKarmokar99suppose you have a non negotiable goal, suppose you expect lower volatility at the cost of little lower return than a pure equity fund and you can invest sufficiently then of course you can go for multi asset, baf or aggressive hybrid funds as your core portfolio. If you appreciate down side protection over upside capture then these options are for you. It entirely depends on your situation.
Fair enough 😂😂😂😂😂😂😂😂😂😂
What's there to laugh about it?
HEY GROWW TEAM, IT IS REALLY BECOMING DIFFICULT TO DEDICATE THE TIME NOW. AFTER 3 YEARS OF BEING YOUR PATREON, I REQUEST IF YOU CAN START CREATING A CORE SUMMARY FOR THESE VIDEOS BY TOPIC. FOR EX. SINCE INCEPTION 100 PEOPLE HAVE SPOKEN ON HOW TO CH0OSE FND, IF YOU FEED ME 1 HOUR VIDEO WITH ALL THOSE SUMMARIES CLUBBED, I WILL NOT MIND INVESTING MY TIME. MAY BE IT IS GOOD FOR CHANNEL TOO. THANKS.
@@dev8947 Yes, even i mostly watch only fin content at 1.75x or 2x but to spend complete time for maybe 1 or 2 points of importance.
Also i believe that we are set with our funds, like i have taken an approach and that approach i will anyways test for minimum 2-3 years for less risky and 4-5 years for risky like smallcap. And below one year there is an exit load.
So why would one want to watch these videos? also the host is of very mediocre mindset but that is fine.
Should we invest in quant midcap fund though it is not performing well at present? Please review this MF in this present market condition. Guide us🙏