How to Build a Strong Mutual Fund Portfolio? Ft. Nikhil Rungta
How to Build a Strong Mutual Fund Portfolio?
The mid-cap segment looks expensive because some of the mid-cap stocks in the mid-cap index are highly overvalued, and these mid-cap stocks are pushing up the index. When it comes to the small-cap market segment, some pockets are currently expensive. In the near term, the risk-reward is favourable for large caps vs mid-caps and small caps. However, one can still look at the mid- and small-cap space if they have a longer time horizon, as there are still opportunities. For instance, over the long term, the large-cap segment gives around 12% returns, and the small-cap segment may provide around 17%-18% returns. Momentum means chasing stocks that are on an upward trend. The momentum approach could do well in the short term but it's a risky approach. For instance, momentum may do well in an upward market cycle but underperform when the stock markets fall.
00:00 - Coming up
01:36 - Introducing Mr Nikhil Rungta
03:22 - Why are many foreign investors rushing to the Indian stock markets?
04:55 - Why are equity mutual funds looking at IPOs in New-age companies? Can equity funds earn better returns by investing in IPOs?
06:48 - What is the reason for overvaluation in midcaps, and can it impact investors in mid-cap funds?
09:45 - Should mutual fund investors look at defensive sectors like IT, FMCG and Pharma as part of their mutual fund portfolio?
15:05 - LIC Mutual Fund could soon introduce Rs 100 SIPs. Would these micro-SIPs help investors reach their financial goals?
18:00 - Why do some equity funds have higher cash levels, and could this impact their performance?
20:14 - What investment strategy does LIC Mutual Fund follow to pick stocks for its equity funds?
24:07 - Are investors worried about market volatility and hence looking at relatively safer equity investments like large cap funds?
26:56 - What are the exciting investment themes? What approaches can one follow to reduce risk from sectoral and thematic funds?
29:38 - Is investing in the momentum approach through passive funds a good idea?
32:18 - What are Mr Nikhil Rungta’s learnings and mistakes from the equity markets?
33:53 - What are Mr Nikhil Rungta’s book recommendations for first-time mutual fund investors?
35:37 - Key Learnings
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