How can beginners invest in mutual funds? | MF Ki Baat with Kalpen Parekh

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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.

Пікірлер: 62

@kunjanmistry4874 3 ай бұрын

Great conversation!!

@soumyadeepchakrabarty7824 5 ай бұрын

Very honest person,, I have ever seen.

@maasanjana 5 ай бұрын

Wonderful insights, Mr. Kalpen. Thank you so much.

@GeetaMate-qk8zd 9 ай бұрын

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 .

@PankajPoddar 9 ай бұрын

He is the best in giving clarity. I learn so much from Karen Parekh's thoughts. He is absolutely clear and rational.

@ashishlimaye2408 3 ай бұрын

Really great video !!

@krishnalifecare630 9 ай бұрын

Best amongst all Mf shows Very pertinent and helpful for investing

@PankajYadav-jr9yg 6 ай бұрын

Thanks Mam, Those who are investment first time in mutual fund. There are good platform and earn lots of money through MF.

@vishnumahale116 9 ай бұрын

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.

@GeetaMate-qk8zd 9 ай бұрын

हम हमेशा खूद गिरकर ही आगे बढते है...दूसरोंके उदाहरण सीर्फ हमे चौकन्ना करते है...

@pandyavivek7287 8 ай бұрын

Aaj tak ka sabse best intarview

@manjalilpurushothaman4592 9 ай бұрын

Valuable edition Madam, thank you so much 🙏

@boregowdag1064 9 ай бұрын

Thanks a lot for your most valuable information.

@balakrishnan4501 8 ай бұрын

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

@sudarshanshitole734 9 ай бұрын

Most clear & knowledge speeker Kalpen ji 😘😘

@radhikanaik1548 9 ай бұрын

Very nice video. Excellent knowledge. Nicely explain

@rajeshhagwane9405 9 ай бұрын

Exllent knowledge sharing you kalpensir thankyou

@tirupathirao6630 9 ай бұрын

Excellent excellent analytical

@RitwickChatterjee14 9 ай бұрын

Millennials are 1980s-1995s Post 1995 are Gen-Z

@programs23 7 ай бұрын

Yes

@MF_wisdom 9 ай бұрын

Knowledgeable host

@misssoni377 9 ай бұрын

Wonderful

@deepak55793 8 ай бұрын

Superb conversation

@ArjunRockz1 9 ай бұрын

Good discussion

@ashwinibais6255 9 ай бұрын

Thanks mam

@svetlanagavrilova2711 9 ай бұрын

huge tactic for a very beginners

@Prithvichouhan406 9 ай бұрын

Great learning ...great job❤

@MutualFundsAtGroww 9 ай бұрын

Thanks for the great review!

@doityourself2826 8 ай бұрын

Most most informative video... thanks Mam parag parik flexi me 5000 ki sip karna thik rahega kya abhi?

@satyamprakash5814 9 ай бұрын

Bahut achha discussion

@TusharKumar-or3vb 8 ай бұрын

Nice 👍 video

@Toto2i 9 ай бұрын

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.

@harishvaswani3375 9 ай бұрын

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.

@mohdmusa7548 9 ай бұрын

could you please give me a suggestions. 1) can I get the direct US ETF through IND money

@harishmehra5956 8 ай бұрын

Is ther any app which facility to filter for exit load and expense ratio ?

@kalpeshdave1136 9 ай бұрын

Mem please start master class on Sunday again we miss this at this days of volatility

@ravirajsinhrajput1332 9 ай бұрын

Groww helps people who want to be rich and want to grow their wealth.

@AjitJoshi686 9 ай бұрын

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.

@DheerajKattula 9 ай бұрын

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?

@ibadat21 9 ай бұрын

Please reduce the length of show, 1 hour :10 minute is too much

@jaggaur 9 ай бұрын

Millennials are not post 2000. Millennials are 1990s and beyond. .. Please read before answering

@lazyhunk2 8 ай бұрын

Millennials are people born between 1980 and 1996. I think they were talking about Gen Z.

@pgggg844 9 ай бұрын

Sir NFO ki promotion k liye hn

@VinodKumar-ww3sb 9 ай бұрын

ICICI Bank jo mutual fund main 42% returns dikha rahe hai real main milega ???? Please reply

@Parvez861 9 ай бұрын

मिलेगा नही मिल चुका । ये सब past रिटर्न रहता है भाई । जागो ग्राहक जागो

@Gilehri_Khan 9 ай бұрын

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

@sandstone3858 4 ай бұрын

aisa hai to kabhee PGIM india small cap ke manager ko bhee bola kar baat kar lijye 😂

@pertneeru 8 ай бұрын

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

@MutualFundsAtGroww 8 ай бұрын

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. To know more about escalation metrics please follow the link - groww.in/help/my-account/searchable/customer-care-and-grievance-escalation-matrix-14?source=search You can also call us on +91 9108800604 we are always here to help you. Thank you.