How to optimize your mutual fund portfolio with Core & Satellite strategies? Ft. Prateek Agrawal

Video Description

How to optimize your mutual fund portfolio with Core & Satellite strategies? Ft. Prateek Agrawal In this video, Mr Prateek Agrawal, MD & CEO, Motilal Oswal AMC will talk about how to build a core and satellite portfolio. One can have hybrid mutual funds as part of the core mutual fund portfolio. One can focus on passive mutual funds like index funds, large cap funds, flexi cap funds, large and mid caps and multi cap funds as part of your core portfolio. One can have mid cap funds and small cap funds as part of the satellite portfolio. One must first find out why an equity fund is a top performer. One must also see which investment style is trending and whether this is the reason for the mutual funds outperformance. One must also see if the mutual fund is diversified across sectors. The equity mutual fund must focus on companies which are driving and embracing change. 0:00 Coming Up 2:13 About Mr. Prateek Agrawal 4:15 What role do mutual funds play in the growth of the Indian economy? 9:40 Why does one need mid cap funds in their portfolio? 15:21 When should one exit small cap funds? 22:31 How does Motilal Oswal AMC spot quality businesses early and benefit from multibaggers? 29:55 What approach does Motilal Oswal Flexi Cap Fund follow when picking stocks for its portfolio? 34:08 Which equity, debt and hybrid funds could be a part of one's core and satellite portfolio? 41:14 Should investors chase top performing equity funds? 46:38 Why does Mr Prateek Agrawal prefer the manufacturing sector? 50:17 What are Mr Prateek Agrawal's learnings and mistakes from the equity markets? 55:24 Key Learnings from the video Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj About Groww Groww is India’s Best Investment App and the Largest Stock Broker. Find us here: Android app: https://app.groww.in/v3cO/f9o4prne iOS app - https://app.groww.in/v3cO/tu0yrc3e Website - https://groww.in/ RA Disclaimer Link - https://groww.in/p/sebi-research-analyst-regulations We also have a Kannada, Tamil, Telugu & a Malayalam channel Please subscribe here: 👉 Groww Kannada - https://bit.ly/3ekyeKP 👉 Groww Tamil - https://bit.ly/3cbhN3Z 👉 Groww Telugu - https://bit.ly/39aLpwC 👉 Groww Malayalam https://bit.ly/3enG2LV 👉 Ipo review by Groww - https://www.youtube.com/@iporeviewbygroww Follow us on: Facebook: https://www.facebook.com/growwapp/ Twitter: https://twitter.com/_groww Instagram: https://www.instagram.com/mutualfundswithgroww/ LinkedIn: https://in.linkedin.com/company/groww.in #groww #mutualfund Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes. If you have any concerns with respect to Groww, please feel free to write to us at [email protected] or you can call us at +91 9108800000.