00:00Yes sir diversified funds we are talking about thematic funds
00:06to counter them so we try to understand some diversified funds.
00:13If we are saying that in diversified funds we are going to make our portfolio
00:16then we will be better in which way we will be better.
00:20Flexicap, multicap, index funds, ETFs, ETFs,
00:25because ETFs have come on the radar very quickly
00:28because Sona Chandi was obviously very fast returns
00:31after that gold ETFs or silver ETFs have been fast inflow
00:35but after that, these two metals have been stopped by itself.
00:40It has been stagnant, returns are not coming,
00:43it has been very good.
00:44So now how do diversified funds will be better?
00:50Look, equity as an asset class is different.
00:54Gold and silver are different.
00:57So diversified equity funds is different.
01:00Overall, you have thought that when you are investing,
01:03you have to invest at an average portfolio level
01:06in large cap or mid or small cap.
01:10So diversified funds, as you have said,
01:14you have to have a lot of options.
01:16If you have to invest in large cap,
01:18then you will invest in large cap
01:19that you are consistently outperforming the index.
01:25Or you will invest in the 50-50 index.
01:29From a large cap allocation perspective.
01:32You have a flexicap and large and mid cap category.
01:47When it goes on, this is small cap İ Robot entirely
01:52It's a resolution and the small cap matters.
01:56However, you have to stay in Kaufkate,
01:59that means a big gap to have regular price,
02:01So sec, it's a huge goal which will have of course
02:03It is under mom さ per model or digital stuff.
02:03So zinc 최대 cash portfolio means something
02:04that means a small cap seviyoribility
02:05So if you have a small cap, then you can expect more shocks in the near term.
02:15From a diversification perspective, large and mid cap, flagry cap, multi cap, these categories
02:21you can see.
02:22So the reason to make a diversification is that you don't rely on any particular strategy.
02:38Sir, one last question for our viewers.
02:42Generally, we want to know that when the market changes, what do you need to reject portfolios
02:48or change asset allocation?
02:50But today we want to understand that.
02:53But we want to understand those investors,
02:56who are entering mutual funds through this time.
03:00Some 3-4 funds can be a safe portfolio,
03:04because they are entering,
03:05they are seeing that we are seeing things in a bad way.
03:09So we can get more profits.
03:12But some of the fear is that the bazaar is so volatile.
03:15If the bazaar has seen such a crisis situation,
03:19because the nature of the bazaar is volatile,
03:21then how do we build this portfolio?
03:23So which funds should be such a fund?
03:25And what kind of allocation should be our ideal portfolio?
03:39Yes.
03:40Yes.
03:42Yes.
03:43Yes.
03:44Yes.
03:47Yes.
03:47Yes.
03:47Yes.
03:48Yes.
03:49Yes.
03:53Yes.
03:55Yes.
03:55Yes.
03:57Yes.
03:58Yes.
04:10Well,
04:11Yes.
04:11Yes.
04:17foreign
04:24foreign
04:26foreign
04:35foreign
04:35foreign
04:35foreign
04:35in 6 months to 1 year time horizon.
04:40This will help you to average your investment in your investment.
04:46Patience is very important for anyone who is entering.
04:53You will be able to build your portfolio in your portfolio.
05:01But return expectations from a near-term perspective.
05:07Don't expect that the market is 12-13% below.
05:14You will get the returns quickly.
05:18Nobody knows.
05:19Nobody knows.
05:20Today we are doing this.
05:22We will be able to work in the West Asia,
05:25and suddenly the market is over-excited.
05:29Because today I was learning that
05:31in Korea and Taiwan,
05:34the market has started.
05:39The market has started getting money.
05:44Because they are over-priced.
05:46And India is very attractive.
05:51It is very attractive.
05:52Okay?
05:53So, the Bazaar is one way,
05:55which is so much,
05:59if we don't have domestic investors
06:01and we don't have domestic investors,
06:02but we don't have domestic investors
06:03who are talking about returns.
06:05Right?
06:06So,
06:07if you understand the money that
06:08in other countries,
06:10where the market is surged,
06:11and where the money is,
06:13they will come to India.
06:15Because India is very attractive.
06:16I think the challenge for India is
06:18that the rupee depreciation
06:20is a challenge.
06:22So, if the rupee depreciation
06:24is stable,
06:26then I believe that
06:28at least...
06:28Because,
06:29as much as you read reports,
06:31all the reports are saying
06:33that India's GDP growth
06:36has been lowered.
06:39But,
06:40one thing we are all missing.
06:42And,
06:43we don't highlight
06:43that
06:44that
06:44despite
06:45the growth
06:47estimates
06:47that India has reduced
06:49across the world,
06:50India is expected to be
06:51one of the best
06:53performing economies
06:54when you compare with
06:55other countries,
06:55including developing countries.
06:57Okay?
06:58So,
06:58this is what we think.
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