How can beginners invest in mutual funds? | MF Ki Baat with Kalpen Parekh
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- Опубликовано: 11 июл 2024
- How can beginners invest in mutual funds? | MF Ki Baat with Kalpen Parekh
Millennials have access to good financial advice from experts and technology platforms for speedy investments. SIP in mutual funds have made people investors irrespective of the market conditions. Multi Asset Allocation Funds invest in gold and bonds which protects your investment when stock markets crash. Equity is the sword to kill inflation as you can get inflation-beating returns over time. However, to protect yourself from market volatility you need a shield which is investments in gold and bonds and this is where multi asset allocation helps you. You must exit your equity funds only if you need the money for a vital financial goal or a financial emergency. However, you must exit the good performing mutual funds from your portfolio and not the bad ones, otherwise you will exit in losses.
0:00 - Coming Up
2:04 - Introducing Kalpen Parekh
3:56 - India’s consumer market is set to become the world’s third largest by 2027. Which Sectors could benefit from this massive rise in spending in the years to come?
7:20 - A report by CAMS shows that 54% of first time mutual fund investors over the last
5 years have been millennials. Why are so many millennials entering mutual funds and SIPs?
14:32 - Small and Midcaps have rallied so much in the recent past. So, what kind of diversification must aggressive and conservative mutual fund investors follow?
21:46 - DSP Mutual Fund recently launched the DSP Multi Asset allocation Fund. Why should mutual fund investors have Multi Asset Allocation Funds in their portfolios?
29:11 - How long should one hold Multi Asset Allocation Funds in their portfolios?
31:11 - Why do Multi Asset Allocation Funds have International Equity in their portfolios?
34:14 - What are the taxation aspects of Multi Asset Allocation Funds?
36:19- Kalpen says in a war against inflation, you need both a sword and a shield to win.
What does this mean for mutual fund investors?
40:15 - Are passive funds like index funds relevant to a first time investor and a seasoned investors portfolio?
47.30 - What is the counter cyclical investing approach that is followed at DSP
Mutual Funds?
52:03 - What investment strategy does Kalpen Parekh follow when investing in Equity Funds?
55:21 - What is the right time for an investor to redeem/exit equity funds?
59:48 - What are the mistakes made by Kalpen Parekh in his journey in the Equity Markets? How can newbie mutual fund investors avoid these mistakes?
1:03:20 - Kalpen Parekh’s book recommendations for first time mutual fund investors
1:05:27 - Key Learnings
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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.
Very honest person,, I have ever seen.
Great conversation!!
Wonderful insights, Mr. Kalpen. Thank you so much.
कल्पेश सर, बहोत ही सूंदर विवेचन किया....
जब भी कभी रेडीम करना हो तो जो जादा रिटर्न दे रहा है उसे पहले करो....बहोत ही बढीया .
He is the best in giving clarity. I learn so much from Karen Parekh's thoughts. He is absolutely clear and rational.
Excellent Knowledge Sharing channel. We are getting lot of different ways and view points from industry experts. Sometimes we are seeing contradictory view's as well like now we feel multi asset is good. In some other video flexicap , focused was good.
Thanks Mam, Those who are investment first time in mutual fund. There are good platform and earn lots of money through MF.
Best amongst all Mf shows
Very pertinent and helpful for investing
Greetings! I haven't come to even half the full content but I am enjoying it! Honest and very knowledgeable sharing by this gentleman. The host asks pertinent questions and is a patient and respectful moderator allowing the guest full scope to share his views.
It's a pity the whole conversation is not in English! I am not from India. Though the products are for the Indian market, theories and strategies of investing are generally universal. Tq
Valuable edition Madam, thank you so much 🙏
Thanks a lot for your most valuable information.
Really great video !!
Aaj tak ka sabse best intarview
Very nice video. Excellent knowledge. Nicely explain
Exllent knowledge sharing you kalpensir thankyou
Most clear & knowledge speeker Kalpen ji 😘😘
Excellent excellent analytical
Knowledgeable host
हम हमेशा खूद गिरकर ही आगे बढते है...दूसरोंके उदाहरण सीर्फ हमे चौकन्ना करते है...
Wonderful
Superb conversation
Good discussion
Thanks mam
Millennials are 1980s-1995s
Post 1995 are Gen-Z
Yes
huge tactic for a very beginners
Most most informative video... thanks
Mam parag parik flexi me 5000 ki sip karna thik rahega kya abhi?
Nice 👍 video
Great learning ...great job❤
Thanks for the great review!
I am hoping my fund manager in a flexicap does the rebalancing including having some allocation to cash in frothy markets. This is far more tax efficient than me making rebalancing.
Bahut achha discussion
could you please give me a suggestions.
1) can I get the direct US ETF through IND money
Is ther any app which facility to filter for exit load and expense ratio ?
Namrataji,
Good Afternoon,
I liked your point "Product has to perform to remain invested".
Also liked the point, that exiting when MKT is up is fine. Not when they are down.
Groww helps people who want to be rich and want to grow their wealth.
I am not sure whether complex funds need to be sold to first time investors. Someone in 20-40s who has 15plus years for retirement DSP flexicap is much better fund. In long term 12% returns over 10% will create multiple times returns in 10-15 years.
Millennials are not post 2000. Millennials are 1990s and beyond. .. Please read before answering
Millennials are people born between 1980 and 1996. I think they were talking about Gen Z.
Taxes are higher in multi asset funds, right? Is it worth it? Paying high tax despite risk taken on equity isn't worth na. Am i missing something?
Mem please start master class on Sunday again we miss this at this days of volatility
Sir NFO ki promotion k liye hn
Please reduce the length of show, 1 hour :10 minute is too much
Always same questions
digital gold km stop hai
millenials are people who are born between 1981 and 1995. so against contrary opinion people who are even 40 yrs old are millenials.
ICICI Bank jo mutual fund main 42% returns dikha rahe hai real main milega ???? Please reply
मिलेगा नही मिल चुका । ये सब past रिटर्न रहता है भाई । जागो ग्राहक जागो
It's likely that you are mentioning Small Cap mutual funds, these are very overvalued right now so there's no use in entering the small cap segment now, wait for a buying opportunity when there's market correction
Hi ma'am,
Ye sab thi baad ki baat h ma'am,, but agar koi groww main account open krna chahta h n kuch details maloom krni h tho,,groww ke customer care tho worst h..they are hardly bothered to receive the call...m trying since last two days to connect but surprisingly not a single call connected.
M surprised how groww is providung service.
Can anyone genuinely tell me...who is customer of groww ..how you all are dealing wid the app.
Account open krne se kya hoga...agar aisa response h n koi receive he nhi krta h tho pir kbi koi issue huve tho ..hw cn we connect to anyone..
Pl if anyone can ans.. thanks
Hi Neeru,
We regret any inconvenience you may have experienced. If you have a ticked ID, yet your issue isn't resolved, then write to us at escalations@groww.in and we will look into it on priority.
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Thank you.
aisa hai to kabhee PGIM india small cap ke manager ko bhee bola kar baat kar lijye 😂
INSURANCE SECTOR ULIP SELL KAR RAHE HAI.MUTUAL FUNDMEKAHA INVESTHOTA HAI.
Hello groww
Chemical Engineer turned Investment Guru. Bhai jab investment karna toh engineering kahe ki.
Nothing new in videos. Everything is repeating. Take care of this
आप समझे नही साहब । ये उनके मल्टी असेट फंड की ऐड थी
Video chhota banaya kro yaar
Ek hi video kitne baar dikhaoge
भाई या तो इंगलिश में बता दो या फिर हिंदी में , दिमाग़ खराब कर दिया 😡