Which Mutual Funds Diversify Your Portfolio? | MF Ki Baat with Roshi Jain

Which Mutual Funds Diversify Your Portfolio? | MF Ki Baat with Roshi Jain
Diversification is very important for an investor and Flexi Cap Funds help you diversify your portfolio across Market Capitalization. This helps you capture opportunities in Large, Mid and Small Cap Stocks. ELSS Funds force you to stay invested for at least 3 years and this instills discipline in investing giving you opportunities to build wealth over time. Investors must check if the focused fund is reasonably diversified and invest only if they have a longer time horizon and a higher risk tolerance. You must continue your SIPs in Equity Funds irrespective of market conditions. Do not blindly copy other peoples investment style or portfolio as they have different financial goals.
0:00 - Coming Up
2:12 - Introducing Ms Roshi Jain
3:41 - Despite weak global conditions, the Indian economy remained resilient. Is this good for the Mutual Fund Industry?
12:25 - India is poised for its lowest monsoon rains in eight years. Which sectors would be impacted by this deficit in rainfall?
14:58 - Flexi Cap funds typically give a broader flavor of the complete market. How should investors maximize the benefit of diversification in their portfolio?
19:35 - Should people in the New Income Tax Regime look at ELSS Funds for the long term?
24:28 - What ideology does Roshi Jain follow to pick the right stocks for the Equity Funds she manages? How important is this ideology for a mutual fund investor?
27:53 - How does Roshi Jain pick mid and small cap stocks for the equity funds she manages?
29:20 - How important are focused funds in an investors portfolio?
33:33 - Is timing SIP a good idea vs investing a fixed amount through SIP? Is SIP a better approach than Lump Sum investing in Mutual Funds?
37:18 - What techniques does Roshi Jain use to find if market segments are overvalued?
39:02 - Roshi Jain’s learnings from the Equity Markets
41:34 - Roshi Jain’s book recommendations for first time mutual fund investors
42:31 - Key Learnings
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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.

[@devendersingh4303]

Roshi Jain has done wonderful job as fund manager of hdfc flexi cap fund

[@RitwickChatterjee14]

Such education should be instilled in the young generation right from the HS classes -- no matter CBSE/State or ICSE. I wish; I had known it my school years - then at least I could have started this journey a little bit early; steadily and slowly without the fear of losing too much too quick.

[@PankajPoddar]

I am starting at 49.

[@MakarandPundalikKalyan]

Very good interview and Namrata you did a fantastic job to not to interrupt her

[@sahilgoel5294]

Good meaningful & productive discussion 👌👍

[@krishnalifecare630]

Good on your part to bring Ms Roshi jain a very competent FM she could not help in portfolio construction for us But Radhika gupta helped 👍well

[@rajchaudharyvlogs1586]

Your Session Very Knowledgeable 😊

[@vickyveer2596]

Fair ENOUGH

[@aarushsingh1388]

Very knowledgeable ma'am both of you

[@kakaliguha7577]

Discuss about fund manager investment philosophy

[@vloggerdilse917]

How is quant infrastructure fund pls reply

[@user-K18]

Great session 😊😊

[@tirupathirao6630]

In this market situations mid caps is better

[@utkarshpaliwal2485]

Great sum up! 😅👍🏼

[@stcoktin]

Can one invest in ELSS without lockin, in case you do not take the 80C tax benefit? Period of 1-3 years? Because a 3 year lockin may reduce your flexibility especially if the asset allocation is high...one may wish to reduce a small portion.

[@HiphopDhoni]

Nope

[@000rks]

हिंदी में चर्चा होती तो और ज्यादा समझ में आता

[@Chinmay786]

Great videos as usual...but one request... Aren't this channel focussing too much only on mutual funds. What about stocks. When other broking apps are uploading news on stocks n mutual funds together ur channel is still focussing on mutual funds only.

[@ArindamDatta1994]

This channel is for MF only. Its name suggests the same.

[@mail2viveks]

Just a generic discussion, no talk about risk management and future outlook.

[@InfiBlogger]

Correction. Labour china main jyada cheap hai. India main nhi hai. 😂. 996 rule pata hai China ka ?

[@8dtime441]

Good joke😂😂😂. China🔥🔥

[@dineshchoudhary4609]

first view..