00:00I have one more time to go to the ICRA numbers.
00:04The number of sectoral and thematic funds.
00:08In this year, if we talk about April,
00:12we have not talked about April.
00:15If we talk about the comparison,
00:20this year, same April,
00:2188% of the year has gone.
00:24Thematic and sectoral funds have gone.
00:28Now, the question is,
00:30is there not a right thing in the thematic funds?
00:34Why are some cautious of thematic funds
00:38and those who have already invested?
00:40Is there something wrong or not?
00:45We have come a lot of time
00:48and we have learned a lot about thematic funds.
00:51So, the risk is more than the risk.
00:53Because they are in a sector,
00:56or in a particular theme,
01:00so the risk is more than the risk.
01:02So, the thematic funds,
01:03it is not that they are not in thematic funds.
01:05They are not in thematic funds.
01:07They are not in thematic funds.
01:21So, overall,
01:22you know,
01:23you know,
01:23at least,
01:24you know,
01:25you know,
01:25the risk perspective,
01:26you know,
01:27because you have a stable,
01:28diversified portfolio.
01:29You know,
01:36you know,
01:36this is all that.
01:41And you know,
01:41the risk that you have to do with.
01:43And then,
01:44you know,
01:45trips,
01:45places that you need to do
01:46you know,
01:46there will be more
01:48I don't want to do that.
01:49I don't want to do it.
01:53I don't want to do this.
01:56Yes.
01:57I think the performance is very dependent on how the environment is in particular sector.
02:05So, the sectoral funds, at least, we suggest that if you have a proper portfolio,
02:14if you have a reasonable amount of portfolio, if you have a stable portfolio,
02:23if you have a risk to take the top, then you can do a sectoral investment.
02:29What happens in the sectoral investment?
02:31It is different sectors and themes.
02:35Usually, we have seen that there are many new ways,
02:39if there is a portal or platform,
02:42we can sort the performance,
02:46and we can invest more than that.
02:49This is a natural tendency.
02:52It is a natural tendency.
02:56Humans are a natural tendency.
02:59We think that joining the sectoral funds is a natural tendency.
03:20तो अब इस नहीं है कि इन में सो का सो रुपया जो है जो मैं लिवेस्ट कर रहा हूं
03:30वह एक ही पर्टिकुलर सेक्टर में जा रहा है और अगर उस समय वह सेक्टर का जो न्यूज जो है
03:39It doesn't mean that you are not in your favour, then you have 100-100 rupees.
03:48So, diversified runniti is always good, where you have some money in all sectors.
03:54So, what should be an ideal allocation of thematic funds in a portfolio?
04:02By default, at least, we are conservative in nature, but by default, you need a schematic fund.
04:11When you put a diversified equity fund, it will be 100-100 rupees.
04:17If you have a good fund managers, your skills and team will be able to invest in proper sectors.
04:25We will invest in a small market and we will invest in a small market and have some opportunity.
04:28So, the money is, you need a diversified, well-diversified.
04:33If you have a systematic fund, then you will be able to invest in a small market.
04:40If you have a bank, you will invest in a small market,
04:45then you will invest in a small market.
04:48Okay, problem is that you are going to do 10% allocation in thematic funds, 15%
04:57you know, 15% you have to do small cap, 15-20% you have to do mid cap, almost
05:0450%
05:04you have to increase your risk.
05:07So, you have to say that you have to say that you have to say that you have to say
05:16on the website, for example, as you were reported in the data,
05:24your risk is fully accepted.
05:31They will not be free to watch those as recently,
05:35if you are not aập, that comes briefly,
05:45So basically, the loss that you are showing, you are realizing and you are booking.
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