How can first-timers choose mutual fund categories? | Mutual Fund Ki Baat with Harsha Upadhyaya

Mutual Funds at Groww
Mutual Funds at Groww
7.3 هزار بار بازدید - 6 ماه پیش - How can first-timers choose mutual
How can first-timers choose mutual fund categories? | Mutual Fund Ki Baat with Harsha Upadhyaya A crash in mid cap and small cap funds is a normal market phenomena. No market cap segment can go up all the time. First time investors must check their risk profile before investing in mid cap and small cap funds. One must do a proper asset allocation to maximize returns from their mutual fund portfolio. Don't invest in equity funds based on past returns. Also look at risk-adjusted returns when investing in equity funds. Flexi cap funds are safer than mid cap funds and small cap funds but not as safe as Large Cap Funds. If one invests in Equity funds through SIP and stays invested in them for the long run they will mostly see good returns over time. 0:00 - Coming up 1:52 - Introducing Mr Harsha Upadhyaya 3:18 - Could India's current world-beating economic growth rate boost the Indian stock markets? 5:49 - Is this a good time for people sitting on the sidelines to enter small cap funds? 8:20 - Why has Kotak Small Cap Fund imposed a temporary limit on the subscription of units effective March 4, 2024? 10:16 - Kotak Institutional Equities sees better risk-reward in large caps. What are the prospects for Large Cap Funds? 12:27 - How does Kotak Mahindra AMC pick mid cap and small cap stocks for their portfolios? 19:14 - How can first timers build their mutual fund portfolio during a market crash? 23:20 - Should investors be worried about the performance of ELSS Funds? 27:35 - How important is Step up SIP to create wealth? 32:02 - Mr Harsha Upadhyaya had said that investors who maintain a well-diversified portfolio with fundamentally strong businesses will be able to safely wade through the current market volatility. What does he mean by this statement? 33:56 - How important are index funds for beginners and seasoned investors to diversify their portfolios across indexes, sectors and themes? 37:30 - When should one invest in Flexi Cap Funds? 39:06 - Where does Mr Harsha Upadhyaya invest and does he focus on other investments besides mutual funds? 40:06 - What are Mr Harsha Upadhyaya’s learnings from the equity markets? 43:16 - What are Mr Harsha Upadhyaya’s book recommendations for first time mutual fund investors? 44:35 - Key Learnings Subscribe to Groww Mutual Fund Channel : bit.ly/2FX57wj RA Disclaimer Link - groww.in/p/sebi-research-analyst-regulations We also have a Kannada, Tamil, Telugu & a Malayalam channel Please subscribe here: 👉 Groww Kannada - bit.ly/3ekyeKP 👉 Groww Tamil - bit.ly/3cbhN3Z 👉 Groww Telugu - bit.ly/39aLpwC 👉 Groww Malayalam bit.ly/3enG2LV Follow us on: Facebook: www.facebook.com/growwapp/ Twitter: twitter.com/_groww Instagram: www.instagram.com/mutualfundsatgroww/ LinkedIn: in.linkedin.com/company/groww.in #groww #mutualfund Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purpo
6 ماه پیش در تاریخ 1403/01/04 منتشر شده است.
7,339 بـار بازدید شده
... بیشتر