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| Name | How to diversify your investment portfolio effectively | Multi cap VS Flexi-cap funds #investment |
| Video Uploader | Video From Value Research |
| Upload Date | This Video Uploaded At 17-05-2024 07:00:33 |
| Video Discription | What is the best approach to effectively diversify your mutual fund investments — multicaps, flexicaps, or large and midcap funds? Watch this episode of Investors' Hangout to dive deep into each of these categories, helping you tailor an investment strategy that fits your financial goals. Whether you're a seasoned investor or just starting, this discussion will guide you through tailoring a diversified investment approach to maximise your returns while managing risk. Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research https://www.valueresearchonline.com will answer all of them. Feel free to post your query on https://vro.in/askvr. 👉Subscribe to our हिंदी YouTube channel, Dhanak -- https://www.youtube.com/@Dhanak_valueresearch Here are the key takeaways: - Begin investing in a flexi-cap fund for diversification while being conservative. - For investors with risk tolerance, one multi-cap fund suffices for investments up to ₹25,000. Invest in additional multi-cap funds at ₹5 lakh and ₹25 lakh thresholds. - Flexi-cap managers invest freely, while multi-cap managers must allocate 25% to each cap size, boosting long-term returns with mid and small-cap allocation. - To optimise returns, most investors should graduate from investing in a flexi cap to a multi cap. - If you are familiar with the equity market's volatility, consider investing directly in large, mid, and small caps. - Invest in up to 5 funds for diversification without the costs of managing an index-like portfolio #mutualfund #financialplan #mutualfunds #sip #mutualfundssahihain #financialplanning #stocks #investment #wealthcreation #bullmarket #bearmarket #sensex #investment #investments #tax #portfoliomanagement #valueresearch #investorshangout #financialindependence #savingsgoals #diversifyportfolio #longterminvesting #largecapfund #midcapfunds #smallcapfunds #hybridfunds #investingforbeginners #mediumterminvesting #multicapfund #flexicapfund #InvestmentDiversification #InvestorsHangout #HarryMarkowitz #WealthBuilding 👉Subscribe to our newsletter 📃: https://bit.ly/3GW0HGe 📩 👉Subscribe to our YouTube channel: https://www.youtube.com/@ValueResearchvideo 🔔 👉Subscribe to our monthly magazines 🔖: https://bit.ly/3DWgAdS 👉Subscribe to our हिंदी YouTube channel, Dhanak -- https://www.youtube.com/@UC-gbztXlCNUIrHDf-DIdhpg Chapters: 00:04 Introduction 00:26 What did Markovitz mean when he said diversification is the only free lunch in investing? 02:17 What is diversification in the context of mutual funds? 05:16 How do multi cap, flexi cap, and large and mid-cap funds compare in terms of their investment mandates, risks and benefits? 09:02 Which of these categories will be suitable for what kind of investor profile? 10:18 How many funds can get you optimum diversification? 12:14 Why should you have geographical diversification? 12:52 Viewer's question: I invest in mutual funds recommended by Value Research only for my retirement. In that context, what benefits does investing in active equity funds recommended by Value Research has over investing just in NPS Tier-II, which seems to have better taxation and fund management charges? 14:23 Key Takeaways Do you have an investment-related question? ➡️Post it on our 'Ask Value Research' page -- https://vro.in/askvr. You can use our Premium service https://vro.in/prem/ for exclusive analysis, guidance, and customised recommendations. If you are a beginner wondering how to invest in stocks or an experienced investor looking for a new source of investment ideas, visit Value Research Stock Advisor at https://www.valueresearchstocks.com/ . It has everything you need to know about stocks. We are also on: Website: https://www.valueresearchonline.com Twitter: https://twitter.com/ValueResearch Facebook: https://www.facebook.com/ValueResearch Instagram: https://www.instagram.com/valueresearch/ Spotify: https://open.spotify.com/show/5da8Mxc4mCkZljThKy8J7H #AskVR #valueresearch #sensex #Investment #SIP #FinancialPlanning #investment #FinancialPlanning #mutualfund #sip #mutualfundssahihai #index #volatility #investingsimplified #investingforbeginners #MoneyManagement #wealthcreation #Investing #Finance #InvestmentStrategy #StockMarket #WealthManagement #AssetAllocation #FinancialEducation #PortfolioManagement #Diversification #retirementplanning #portfoliooptimization #riskmanagement #marketinsights #investsmart #secureyourfuture |
| Category | Education |
| Tags | Investment Diversification | Mutual Fund Investing | Multicap Funds | Flexicap Funds | Large and Midcap Funds | Financial Planning | Harry Markowitz | Investment Strategies | Portfolio Management | Investors' Hangout | How to diversify effectively? | Passive diversification using mutual funds | active diversification using mutual funds | Value Research | Dhirendra Kumar | Dhirendra Kumar Value Research | Ruchira Sharma | Ruchira Sharma Value Research | Multicap vs Flexicap funds |
