Subscriber's Hangout

फ़ंड एडवाइज़र सब्सक्राइब करें और पाएं ऐसी जानकारियां जो आपके निवेश के लिए ज़रूरी हैं

सब्सक्राइब करने के लिए यहां क्लिक करें

Subscribers' Helpline | 14-अगस्त-2023

सब्सक्राइबर्स हैंगआउट - अगस्त एडिशन

धीरेंद्र कुमार और उनकी फ़ंड एनेलिस्ट्स की टीम को ज्वाइन करें, जो आपके सवालों के जवाब दे रहे हैं और बहुत से म्यूचुअल फ़ंड्स और उनसे जुड़े विषयों पर बात कर रहे हैं.

00:24 - Why do most flexi-cap funds have maximum allocation in large-cap stocks in their portfolio? Even now, mid-cap and small-cap stocks are doing very well. But still, most of the fund managers have not moved their money to mid and small caps. So, I found this is against the theme of flexi caps - they were supposed to anticipate what will work better or what will work. If fund managers cannot timely change, then what is the use of such funds? Rather I found multi-cap funds are better if you want some exposure to small and mid-cap stocks.

03:33 - Given the sharp increase in the stock price in June and July on the back of investment from FIIs and DIIs, what can lead to market correction now? The SIP inflows are strong, and part of the PF money is also coming to equity markets. In 2022-23, we saw the strength of the domestic money successfully neutralised the high selling pressure from the FIIs. Now that even FIIs are coming back, will stock prices continue to go up irrespective of the performance of companies? That sounds quite odd to me, but I find the current bullishness a bit strange.

06:07 - Help me understand the Value, Quant and Business Cycle Funds. Who are they suitable for? How are they expected to fare in future?

08:56 - Some of the top-performing funds do not make it to Value Research's 'Best Buy' list and vice-versa. Why?

11:38 - Recently, SEBI has permitted six kinds of ESG funds an AMC can launch. What is your thought on this?

14:42 - My question is on asset allocation. Say, for instance, I have an investment horizon of 20 years with a current asset allocation of 65% equity and the rest in debt. Now, obviously, I need to keep track of this, but how to go about doing the same? How to track when do I need to reduce equity and increase debt allocation? And at what frequency? Is there a way to track this in a simple, unified manner?

The transcription of this video is available here: https://vro.in/s53041

दूसरे वीडियो

सभी वीडियो एक्सप्लोर करें

क्या आपके मन में कोई और सवाल है? हमसे पूछिए