Should One Pick Mutual Funds With a Higher Expense Ratio?

Should One Pick Mutual Funds With a Higher Expense Ratio?

One could look at the Pharma and healthcare sector in 2024. The banking sector has favorable risk-reward for investors. Infrastructure, power and manufacturing sectors are good for the long term. Tata Small Cap Fund follows a bottom-up approach to pick stocks for its portfolio. Its Beta is one of the lowest compared to other small cap funds. A lower Beta could offer protection during volatile markets. Mid cap funds are safer than small cap funds during volatile markets. However, there are opportunities in the small cap space over the long term. The 40:40:20 mutual fund allocation balances both risk and return. One must have 40% of their portfolio in Balanced Advantage Funds (BAF) and Multi Asset Allocation Funds, The next 40% of their portfolio could be in Diversified Equity Funds like Large and Mid Cap Funds and Multi Cap Funds. The final 20% could be in Thematic Funds.

00:00 - Coming up
1:18 - Introducing Mr Rahul Singh
2:55 - RBI surveys show consumer optimism has taken a hit .In this scenario could the Indian stock market recover after its fall last week?
7:24 - Which sectors should investors look at in 2024?
9:20 - How does Tata Small Cap Fund pick stocks for its portfolio as it consistently has over 90% holdings towards small cap stocks?
12:15 - Why should one have mid cap funds in their portfolio?
14:50 - Thematic and Sectoral Funds have received huge inflows recently. Does the SIP approach work with these funds?
18:10 - Is a stock market crash the right time for one to Step Up their SIPs?
19:25 - What approach could one follow to build their core and satellite mutual fund portfolio?
22:30 - When would one choose equity funds with a higher expense ratio?
24:25 - Markets are often at their riskiest when they seem the easiest to profit from. What should first-time mutual fund investors do in such a scenario?
26:43 - How important are index funds in one's portfolio? How can one choose index funds for their mutual fund portfolio?
28:24 - What are Factor Funds?
30:58 - What are Mr Rahul Singh’s thumb rules for first time and seasoned investors in mutual funds?
33:08 - What are Mr Rahul Singh’s learnings and mistakes from the equity markets?
34:04 - What are Mr Rahul Singh’s book recommendations for mutual fund investors?
34:57 - Key Learnings

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