Select MUTUAL FUNDS like Experts in 2025 | Fund Managers follow these STEPS |Ft.@TataMutualFundIndia

Video Description

How to select the right mutual funds with Mr. Anand Vardarajan (Chief Business Officer, Tata AMC) Are you confused about mutual funds? Don’t worry, we’ve got you covered! In this exclusive podcast with Mr. Anand Vardarajan, we provide valuable insights on how to select the right mutual fund for your investment portfolio. We also cover key factors to consider, such as investment goals, risk tolerance, fund performance, and the role of asset allocation. Whether you're a beginner or an experienced investor, this guide will help you navigate the process of choosing the mutual fund that best aligns with your financial objectives and risk profile. Here’s what you’ll learn: 1️⃣ Step-wise Guide to Pick the Best Mutual Fund Why is research essential before investing in mutual funds? Learn how to evaluate funds and how to choose funds that align with your financial goals. 2️⃣ How Much Amount to Invest in SIP Discover how to decide your SIP amount based on your financial goals and risk appetite. Should you increase SIPs during market dips? 3️⃣ How to Diversify Your Portfolio? What’s the right mix of large-cap, mid-cap, and small-cap mutual funds? Understand the concept of overlapping stocks, ideal diversification. 4️⃣ How to use SIP + SWP for Financial Goals? Master the combination of Systematic Investment Plans (SIP) and Systematic Withdrawal Plans (SWP) for retirement planning and financial independence. Should these be in the same fund or different funds? Find out how to strike the right balance. 5️⃣ When to Exit Mutual Funds? Timing your exit is just as important as entering the market. Learn how to decide when to exit underperforming funds and whether market corrections or overvaluation signals should trigger your exit strategy. Finally, Mr. Vardarajan shares a golden piece of advice for investors just starting their mutual fund journey. This podcast is your one-stop guide to understanding mutual funds and making informed decisions to build a robust portfolio. Timestamps 0:00 Introduction 1:35 Why is research necessary when selecting the best Mutual Fund? 4:15 Should we trust a new Mutual Fund over older funds? 7:06 Can you create a checklist to select the best Mutual Fund? 9:43 How much should a person invest in SIP (Systematic Investment Plan)? 15:44 How many Mutual Fund one should have in their portfolio? 16:28 How should we step-up our SIP amount during market dips? 17:46 What is the ideal duration for an SIP to achieve long-term wealth creation? 19:56 Mr.Anand's SIP 21:15 What's the ideal portfolio diversification? 22:16 How to avoid stock overlapping in your Mutual Fund portfolio? 24:04 Is investing only in large cap stocks a good strategy? 25:14 What are your thoughts on Systematic Withdrawal Plans (SWP) and the 4% infinite corpus rule? 27:36 How to know when to exit a Mutual Fund investment? 28:49 How should one handle underperforming Mutual Fund investment? 29:37 Should we exit our Mutual Fund investments at the signs of a market correction or when the market is overvalued? 31:59 One piece of advice for new investors who are building a fresh Mutual Fund portfolio? #MutualFundsMadeEasy #InvestmentTips #SIP #TataAMC #bestmutualfunds2024 #bestmutualfundsinindia #bestmutualfundsforlongterm #bestmutualfunds #topmutualfunds #bestmutualfund Hit Like, Subscribe, and Share if you found this podcast helpful, and let us know your biggest takeaway in the comments below Disclaimer* Investments in the securities market are subject to market risks, read all the related documents carefully before investing. This is nowhere to be considered as an advice, recommendation or solicitation of offer to buy or sell or subscribe for securities. Please read the Risk Disclosure Document carefully before investing in Equity, Derivatives, Mutual Fund and/or other instruments traded on the Stock Exchanges. Past performance is not indicative of future returns. INDmoney shall not accept any liability arising out of your investments. All disputes concerning distribution activity would not have access to the Exchange investor redressal forum or arbitration mechanism. INDmoney is the registered trademark of Finzoom Investment Advisors Private Limited. INDmoney Private Limited is a wholly owned subsidiary of Finzoom Investment Advisors Private Limited. For any grievance related to Stock Broking/DP, please write to [email protected] Private Limited | 616, Level 6, Suncity Success Tower, Sector 65, Gurugram, 122005 | SEBI Stock Broking Registration No: INZ000305337 | Trading and Clearing Member of NSE (90267, M70042) | BSE, BSE StarMF (6779) | SEBI Depository Participant Reg. No. IN-DP-690-2022 | Depository Participant ID: CDSL 12095500. Know more www.indstocks.com