Build your Mutual Fund Dream Team in T20 Cricket Style | Best Mutual Fund Portfolio कैसे बनाये
97 هزار بار بازدید -
4 سال پیش
-
If building a long-term and
If building a long-term and winning mutual fund investment portfolio is your goal then you are in for a treat. In this video, ETMONEY's Shankar Nath offers a step-by-step approach to creating your mutual fund portfolio (team) using a T20 cricket format. Let the best player win :)
A cricket team consists of batsmen and bowlers. Likewise, your mutual fund portfolio has equity and debt. Equities grow your wealth whereas debt helps you protect that wealth. In this video, we shall focus exclusively on batting i.e growing your wealth with equity mutual funds.
Now, we all know that in a T20 cricket team, there is a specialist player for every position. Similarly, in a mutual fund portfolio, there are portfolio objectives and it is important to pick the right fund category and scheme.
👉 Openers (large-cap funds)
Openers are the team’s leading run-scorers. They perform quite consistently and are touted as the team’s match-winners. These traits can also be seen in the large-cap mutual funds. Large-cap funds can be labeled as the openers or leaders of your mutual fund portfolio and invest in the top companies in India. As an investor, investing in large-cap funds gives the confidence that your money is relatively safe in market downturns as large companies often come back strong from market falls. The consistent performance makes large-cap funds a must-have in your portfolio.
👉 Accumulators (multi-cap funds)
The number 3 & 4 positions are most important in the batting order. They not only help in building the innings but are also capable of going all out in the slog overs. Multi-cap funds play a similar role in your mutual fund portfolio. Multi-cap mutual funds invest in diversified sectors and companies giving investors more bang per buck.
👉 International player (international mutual fund)
International players are the X-factor of any batting order. Similarly, international funds add zing to your mutual fund portfolio. There are many options available here including investments in the US market, China, NASDAQ, Global markets, Asian markets, Europe, Brazil, etc. One should invest in international mutual funds to 1. Get exposure to top global companies like Microsoft, Google, Samsung, etc. and 2. Diversify your risks
👉 All-rounders (balanced advantage funds)
All-rounders are the players who score and protect. Balanced Advantage Funds or Dynamic Asset Allocation funds are the all-rounders of a mutual fund portfolio. This category of funds helps an investor in earning acceptable risk-adjusted returns irrespective of the conditions. The balanced advantage fund maintains a balance between risk and reward by automatically adjusting the equity and debt allocation.
👉 Slogger (midcap funds)
The sloggers help a team to accelerate the run-rate. Mid-cap funds act as the sloggers for a mutual fund portfolio. Though the risk is high in mid-cap funds the reward is also high.
To invest in Direct Plans of top Mutual Funds for free, download the ETMONEY app: https://etmoney.onelink.me/unJQ/5ca1ae3b
#ETMONEY #IPL #Mutualfunds #Investing
👉 To invest in Direct Plans of top Mutual Funds for free, download the ETMONEY app: https://etmoney.onelink.me/unJQ/5ca1ae3b
👉 Follow us on:
► Facebook: Facebook: ETMONEY
► Twitter: Twitter: etmoney
► Instagram: Instagram: etmoney_official
► Linkedin: LinkedIn: et_money
A cricket team consists of batsmen and bowlers. Likewise, your mutual fund portfolio has equity and debt. Equities grow your wealth whereas debt helps you protect that wealth. In this video, we shall focus exclusively on batting i.e growing your wealth with equity mutual funds.
Now, we all know that in a T20 cricket team, there is a specialist player for every position. Similarly, in a mutual fund portfolio, there are portfolio objectives and it is important to pick the right fund category and scheme.
👉 Openers (large-cap funds)
Openers are the team’s leading run-scorers. They perform quite consistently and are touted as the team’s match-winners. These traits can also be seen in the large-cap mutual funds. Large-cap funds can be labeled as the openers or leaders of your mutual fund portfolio and invest in the top companies in India. As an investor, investing in large-cap funds gives the confidence that your money is relatively safe in market downturns as large companies often come back strong from market falls. The consistent performance makes large-cap funds a must-have in your portfolio.
👉 Accumulators (multi-cap funds)
The number 3 & 4 positions are most important in the batting order. They not only help in building the innings but are also capable of going all out in the slog overs. Multi-cap funds play a similar role in your mutual fund portfolio. Multi-cap mutual funds invest in diversified sectors and companies giving investors more bang per buck.
👉 International player (international mutual fund)
International players are the X-factor of any batting order. Similarly, international funds add zing to your mutual fund portfolio. There are many options available here including investments in the US market, China, NASDAQ, Global markets, Asian markets, Europe, Brazil, etc. One should invest in international mutual funds to 1. Get exposure to top global companies like Microsoft, Google, Samsung, etc. and 2. Diversify your risks
👉 All-rounders (balanced advantage funds)
All-rounders are the players who score and protect. Balanced Advantage Funds or Dynamic Asset Allocation funds are the all-rounders of a mutual fund portfolio. This category of funds helps an investor in earning acceptable risk-adjusted returns irrespective of the conditions. The balanced advantage fund maintains a balance between risk and reward by automatically adjusting the equity and debt allocation.
👉 Slogger (midcap funds)
The sloggers help a team to accelerate the run-rate. Mid-cap funds act as the sloggers for a mutual fund portfolio. Though the risk is high in mid-cap funds the reward is also high.
To invest in Direct Plans of top Mutual Funds for free, download the ETMONEY app: https://etmoney.onelink.me/unJQ/5ca1ae3b
#ETMONEY #IPL #Mutualfunds #Investing
👉 To invest in Direct Plans of top Mutual Funds for free, download the ETMONEY app: https://etmoney.onelink.me/unJQ/5ca1ae3b
👉 Follow us on:
► Facebook: Facebook: ETMONEY
► Twitter: Twitter: etmoney
► Instagram: Instagram: etmoney_official
► Linkedin: LinkedIn: et_money
4 سال پیش
در تاریخ 1399/07/22 منتشر شده
است.
97,078
بـار بازدید شده