4 Fund Portfolio | Best Mutual Funds for 2025
In this video, Karthik Rangappa provides a comprehensive guide on how to create a 4-fund mutual fund portfolio to help investors achieve their financial goals. He explains the significance of setting clear financial goals and breaks down the portfolio into four key components: Nifty 50 Index Fund for stability, Mid-cap Index Fund for growth, Bond Funds for risk mitigation, and Gold Funds for diversification. Karthik also shares valuable tips on capital allocation and highlights important factors investors should consider when building and managing this portfolio for long-term wealth creation.
Time Stamps
00:00 Introduction
01:21 How to build 4 Fund Portfolio Set-ups?
01:49 What is a financial goal?
02:18 What constitutes the 4 fund Portfolio Set-ups?
02:50 Number 1 - Nifty 50 Index Fund
03:15 Number 2 - Mid-cap Index Fund
03:52 Number 3 - Bond Funds
04:25 Number 4 - Gold Fund
05:00 Points to keep in mind
05:40 How to allocate capital in this 4 fund portfolio set-up?
06:02 Conclusion
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