As the mutual fund industry evolved, it has also started offering a number of choices, which can sometimes be intimidating to investors.
In this video, Usha Nair, Senior Vice President at DSP Mutual Fund, talks about one category, which may be ideal for a large swathe of investors.
These funds invest across large, mid and small cap stocks in roughly fixed proportions. This means that the investor has exposure to the entire market across the market cap spectrum.
Usha discusses not just what makes this category of funds unique but also how they are different from similar funds.
Watch this video to know everything about this all-weather fund category.
00:00:00 Chapter 1: Introduction
00:00:56 Chapter 2: Common mistakes investors make.
00:02:02 Chapter 3: Warning against rear view investing and market trends.
00:04:34 Chapter 4: Usha recommends multi-cap funds for better understanding.
00:06:19 Chapter 5: Explanation of large-cap, mid-cap, and small-cap in multi-cap funds.
00:08:42 Chapter 6: Introduction of "Flexi cap" and its flexibility.
00:11:01 Chapter 7: Differences between multi-cap, flexi cap, and multi-asset funds.
00:14:44 Chapter 8: Unique characteristics of multi-asset funds.
00:16:30 Chapter 9: Explanation of multi-asset funds.
00:17:05 Chapter 10: Fund manager's criteria for selecting underlying securities.
00:23:19 Chapter 11: Taxation structure of multi-cap funds.
00:25:16 Chapter 12: Suitability for different risk profiles and the importance of financial advisors.
#onestepahead #investingmistakes #markettrends #multicapfund #midcap #multiassetfunds #UshaNari
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► As a responsible guide to investors, DSP Mutual Fund aims to help you make better-investing decisions. Subscribe to our YouTube channel and stay tuned for educational & informative insights on Mutual Funds, Investing & Money: https://bit.ly/DSPMF_YTSubs
► Want to learn more about investing concepts & empower yourself to become a better, more responsible investor? Visit our investor education content library here: https://bit.ly/DSPMF_LL
► Want to read industry-leading educational & informative insights, timely analyses, rich articles & a range of stories on money, investing & more? Visit our blog here: https://bit.ly/DSPMF_Blogs
For more interesting educational content, connect with us:
► Twitter - https://bit.ly/DSPMF_Twitter
► Instagram- https://bit.ly/DSPMF_Instagram
► LinkedIn - https://bit.ly/DSPMF_LinkedIn
► Facebook - https://bit.ly/DSPMF_Facebook
#dspmutualfund #investforgood #invest #financialsector #sectorinvestment #investment #investor
In this video, Usha Nair, Senior Vice President at DSP Mutual Fund, talks about one category, which may be ideal for a large swathe of investors.
These funds invest across large, mid and small cap stocks in roughly fixed proportions. This means that the investor has exposure to the entire market across the market cap spectrum.
Usha discusses not just what makes this category of funds unique but also how they are different from similar funds.
Watch this video to know everything about this all-weather fund category.
00:00:00 Chapter 1: Introduction
00:00:56 Chapter 2: Common mistakes investors make.
00:02:02 Chapter 3: Warning against rear view investing and market trends.
00:04:34 Chapter 4: Usha recommends multi-cap funds for better understanding.
00:06:19 Chapter 5: Explanation of large-cap, mid-cap, and small-cap in multi-cap funds.
00:08:42 Chapter 6: Introduction of "Flexi cap" and its flexibility.
00:11:01 Chapter 7: Differences between multi-cap, flexi cap, and multi-asset funds.
00:14:44 Chapter 8: Unique characteristics of multi-asset funds.
00:16:30 Chapter 9: Explanation of multi-asset funds.
00:17:05 Chapter 10: Fund manager's criteria for selecting underlying securities.
00:23:19 Chapter 11: Taxation structure of multi-cap funds.
00:25:16 Chapter 12: Suitability for different risk profiles and the importance of financial advisors.
#onestepahead #investingmistakes #markettrends #multicapfund #midcap #multiassetfunds #UshaNari
-------------------------------------------------------------------------------------
► As a responsible guide to investors, DSP Mutual Fund aims to help you make better-investing decisions. Subscribe to our YouTube channel and stay tuned for educational & informative insights on Mutual Funds, Investing & Money: https://bit.ly/DSPMF_YTSubs
► Want to learn more about investing concepts & empower yourself to become a better, more responsible investor? Visit our investor education content library here: https://bit.ly/DSPMF_LL
► Want to read industry-leading educational & informative insights, timely analyses, rich articles & a range of stories on money, investing & more? Visit our blog here: https://bit.ly/DSPMF_Blogs
For more interesting educational content, connect with us:
► Twitter - https://bit.ly/DSPMF_Twitter
► Instagram- https://bit.ly/DSPMF_Instagram
► LinkedIn - https://bit.ly/DSPMF_LinkedIn
► Facebook - https://bit.ly/DSPMF_Facebook
#dspmutualfund #investforgood #invest #financialsector #sectorinvestment #investment #investor
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