How to pick the Right Mutual Funds for your Portfolio?

How to pick the Right Mutual Funds for your Portfolio?

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The real performance of focused mutual funds comes from the skill of its fund managers. Focused mutual funds have a concentrated portfolio and can give good returns. However, they are quite volatile and suitable for experienced investors. Also the performance of the focused mutual fund depends on the top stock holdings in their portfolio. Focused mutual funds must have good businesses in their portfolio and market capitalization is not a major factor. A contrarian approach in focused mutual funds works only if it is right. For focused mutual funds the right companies at the right price is the main factor that determines its performance.

00:00 - Coming up
1:53 - Introducing Kalpen Parekh
4:32 - Which are the sectors that could do well in 2025?
15:28 - Are Focused Funds suitable for first-timers in mutual funds?
24:36 - How important are fund managers for mutual funds?
29:57 - Why do many Focused Funds have higher holdings in Large Cap Stocks?
36:01 - Why does DSP Focus Fund have a higher allocation towards mid cap stocks?
39:40 - How important is Sortino Ratio and Downside Capture Ratio to pick Focused Funds?
42:34 - Do Focused Funds follow a contrarian approach to pick the right sectors and stocks for their portfolio?
45:10 - Should one stop SIPs during volatile stock markets?
52:17 - How does a mutual fund investor evolve over time?
59:22 - What should be an investor's exit strategy from mutual funds?
1:06:10 - What are Kalpen Parekh’s learnings from the equity markets?
1:11:44 - Key learnings

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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.

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