How to Diversify Your Portfolio? | Best Multi-Asset Mutual Funds in India

Swapnil Karkare
Swapnil Karkare
5.8 هزار بار بازدید - 7 ماه پیش - Markets are at an all-time
Markets are at an all-time high. The global economy is at a bit uncertain stage. What to do in such a situation? The answer is diversification. Grab equity, debt, commodities and other assets, as much as possible.

But what is the best way to diversify? I think Multi Asset Mutual Funds are one of the best ways to build a diverse portfolio.

In this episode, I compare all the multi-asset mutual funds in India - their portfolios and various ratios. Following is the link to the Excel sheet where you will find all the data needed - https://1drv.ms/x/s!AomTIYVfAKcIlpIRK...

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#diversification #portfoliomanagement #portfolio #multiassetmutualfunds #mutualfunds #finance #investing #equity #debt #gold #commodities
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⏱️ Time Stamps
00:37: Disclaimer
01:05: What is Diversification?
01:34: 100-Age Rule
02:17: Diversification within each category
04:04: Multi-Asset Mutual Funds
04:14: Why should we invest in these funds now?
04:51: Screening multi-asset mutual funds
05:55: Diversification %
07:31: Excel Sheet
21:27: Top 5 Multi-Asset Mutual Funds
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📚 Sources and Further References:
What Is Diversification?, Investopedia - https://tinyurl.com/475j6pkz
Turnover ratios and fund quality, Investopedia - https://tinyurl.com/4c2k6a5w
What is the Sharpe Ratio?, IndMoney - https://tinyurl.com/yc68azbs
Expense Ratio, Groww - https://groww.in/p/expense-ratio
Should one consider P/B and P/E ratios while selecting a mutual fund?, Value Research - https://tinyurl.com/3rns3hcu
What is Yield to Maturity?, ET Money - https://tinyurl.com/2r5yv2rt
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Blog - https://econgullyblog.wordpress.com/

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7 ماه پیش در تاریخ 1402/09/16 منتشر شده است.
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