00:00I have one more time.
00:03ICRA numbers are the sectoral and thematic funds.
00:08In this year, we talked about April and April.
00:15In this year, we talked about the same year.
00:20This year, the same April,
00:21is the same year.
00:24Thematic and sectoral funds.
00:26I am talking about the same year.
00:28Now, the question is,
00:30is there not a good right thing in the thematic funds?
00:34Why are some cautious of thematic funds?
00:38And those who have already invested in the thematic funds?
00:40Is there something wrong?
00:42We should not do it.
00:45In your show,
00:47we have a lot of time,
00:49and we have learned a lot about thematic funds.
00:51There are more than thematic funds.
00:56If you have a lot of money,
00:57you can invest in a particular theme.
00:59So, the risk will be more than thematic funds.
01:02So, the thematic funds,
01:03it's not that they don't have to invest in thematic funds.
01:06In thematic funds,
01:07you can invest in your portfolio,
01:10a little bit more than a stable portfolio,
01:13a little bit more than a decent amount.
01:15And then, if you have a lot of money,
01:17if you have a lot of money,
01:18then you can invest in a sectoral investment.
01:21So, overall,
01:22you know, at least,
01:24you know, the risk perspective,
01:26there will be a little risk.
01:27You know,
01:27if you have a lot of money,
01:31you can invest in a sectoral fund.
01:34And you know,
01:40you can invest in a sectoral fund.
01:48So,
01:51you know,
01:53even if you have a lot of money,
01:54if you have a lot of money is Gentiles,
01:58you know,
02:03that you have to invest in that sectoral fund.
02:08It must be significant.
02:10What is it?
02:19Let's talk about the money.
02:20in a stable portfolio, if you have a risk, then you can do a sectoral investment.
02:29What happens in the sectoral investment?
02:31What happens in the sectoral investment?
02:34Usually, we have seen that there are many innovations,
02:45but we have seen that there are many innovations in the sectoral investment.
02:50It is a natural tendency.
02:52It is a natural tendency.
02:55It is a natural tendency.
02:59We think that what we are doing is good.
03:01But it is not.
03:04So, in the sectoral funds, we have to focus on the sectoral investment.
03:07If we have invested in some sector,
03:10then we will understand that what is the sectoral investment.
03:13It is a trend when we all invest in PSQ.
03:18Then we have a defense, pharma, IT.
03:22It is all going on.
03:23It is not that companies are bad.
03:26The problem is that my 100-100 rupees,
03:28is money goes into one particular sector.
03:35In the period of time, the news and the sectoral investment
03:41is not available to us.
03:44Then the 100-100 rupees is enough.
03:48That is why the diversified revenue is always good.
03:51So, in all sectors we have a little money to take out.
03:54And thus with that, we will fade up.
03:56Okay, then what should be ideal allocation of thematic funds in someone's portfolio?
04:03By default, we are conservative in nature, but by default you don't need thematic funds.
04:11When you put money in a diversified equity fund, it will be 100.
04:27If you want money in a diversified equity fund, it will be 100.
04:34If you want money in a diversified equity fund, it will be 100.
04:39If you want money in a diversified equity fund, you will need thematic funds.
04:49The problem is that you will need thematic funds.
04:53If you want money in a diversified equity fund, you will need thematic funds.
05:07So, yes, you will continue, when you have a diversified equity fund.
05:16The question is it's not important?
05:19If I wasexualing the details on the topic of this,
05:25If you don't panic or nervous, look at thematic funds.
05:30That's what you can do with it.
05:36If you look at this environment,
05:38if you look at a particular theme,
05:40if your portfolio is very negative,
05:43and you panic,
05:44then basically,
05:46the loss that you are showing,
05:47you realize and you book.
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