Should Investors Exit Their Mutual Funds When Stock Markets Are High?

Should Investors Exit Their Mutual Funds When Stock Markets Are High?

One should invest in equity funds mainly to meet long term financial goals like childrens marriage, buying a house or for retirement and pick equity funds that match your risk appetite. Invesco India Contra Fund follows a flexi cap strategy with a value bias. It picks companies trading below their fair or intrinsic value and looks for turnaround companies. For example, a company was struggling but a new management took over and there is a turnaround. SIP encourages you to invest more in equity funds. One sets aside money to invest which will not be spent on things you don't need. One can step up SIP as one’s income rises as you will need more wealth as your lifestyle rises and you will have to invest more.

00:00 - Coming up
1:43 - Introducing Mr. Amit Ganatra
3:32 - What would Mr Amit Ganatra tell investors who are coming from a background of bank FDs and are just getting aware of mutual funds?
13:00 - What should investors look at when picking small cap funds? Why do many small cap funds have unique portfolios?
17:23 - How does Invesco India Contra Fund pick stocks for its portfolio?
25:19 - What is the importance of every SIP installment in wealth creation?
30:09 - Could index funds that track the Nifty 50 replace large cap funds in one's portfolio?
34:45 - How does Invesco India Mid Cap Fund fix its Allocation towards Large and Small Cap Stocks?
37:45 - How important are investment themes in an investor's portfolio?
44:40 - The BSE Sensex had recently crossed the 80,000 points mark. Should investors exit their equity funds as markets are high?
49:37 - Does Invesco Mutual Fund have higher Cash Holdings?
51:25 - What are Mr Amit Ganatra’s learnings and mistakes from the equity markets?
55:35 - What are Mr Amit Ganatra’s book recommendations for mutual fund investors?
56:39 - Key Learnings

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