How can first time investors build a winning mutual fund portfolio? | MF Ki Baat with Nilesh Shah

How can first time investors build a winning mutual fund portfolio? | MF Ki Baat with Nilesh Shah

Some equity funds follow a buy-and-hold investment strategy whereas some of them churn their portfolios regularly to generate higher returns. Both of these approaches have their advantages and disadvantages.Sector Funds are not suitable for first time mutual fund investors. Debt funds are like an anchor of a ship sailing in the sea. It protects your portfolio when the stock markets are volatile. If you continue your SIP in equity funds irrespective of market movements you will eventually collect a solid corpus which is more than your home loan and repay it.

0:00 - Coming Up
1:34 - Introducing Mr Nilesh Shah
3:22 - Will FIIs rush into India in a big way particularly after India’s higher GDP numbers? Also will they focus on large caps or small caps?
7:26 - Why are so many small cap funds lagging behind their benchmark?
11:27 - How important are the top 10 portfolio holdings of an equity fund? Are funds with a higher portfolio turnover ratio a good option to get higher returns?
14:45 - Why do many mutual funds schemes change their names? How does this impact mutual fund investors in these schemes?
17:50 - Mr Nilesh Shah had said that India’s retail investor is like Glen Maxwell. What does he mean by this statement?
20:41 - How important are thematic and sector funds in one's portfolio? Also why have these funds received huge inflows recently?
24:55 - How important are balanced advantage funds in one's portfolio during market volatility?
29:15 - Are ELSS Funds necessary for a first time mutual fund investors portfolio?
34:33 - Why are mutual funds investing in New Age Companies and can mutual fund investors profit from this investment strategy?
37:48 - How do debt funds play a role in a mutual fund investor's portfolio?
39:25 - How can people use SIP to repay their home loans?
42:40 - How do you invest to build your long-term mutual fund portfolio?
45:28 - What are Mr Nilesh Shah’s thumb rules which first time mutual fund investors could follow?
46:46 - Mr Nilesh Shah’s learnings from the equity markets
48:43 - Mr Nilesh Shah’s book recommendations for mutual fund investors
50:18 - Key Learnings

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