Should you have large and mid cap mutual funds in your portfolio? Ft. Shridatta Bhandwaldar

Video Description

Should you have large and mid cap mutual funds in your portfolio? Investors must pick equity mutual funds based on their investment objectives and risk tolerance. If a diversified equity mutual fund has a good investment thought process and smart allocation process then they can maximize returns over time. If a large and mid cap mutual fund follows these criteria then one need not have a large cap mutual fund and mid cap mutual fund separately in their portfolio. One must have slightly lesser expectations from large and mid cap mutual funds based on the historical long term returns of this category. One must have a minimum investment horizon of 5-6 years for large and mid cap mutual funds. 00:00 - Coming up 2:05 - Introducing Shridatta Bhandwaldar 4:17 - Morgan Stanley recently cut India's Growth Forecast to 6.3% After Q2 GDP Data. Could this impact Indian stock markets? What strategies could mutual fund investors follow to navigate volatile stock markets? 13:48 - Should one look at having a large and mid cap fund in their portfolio, instead of having both large cap funds and mid cap funds separately? 17:15 - As per rules large and mid cap funds must have 35% of their assets each towards large and mid cap stocks. How important is it for the fund to get the final 30% allocation right from a performance standpoint? 19:19 - Are large and mid cap funds better for high-risk, high-return investors or low-risk, moderate-return investors? 21:42 - What sort of returns could one expect from large and mid cap funds? 25:09 - How does Canara Robeco Emerging Equities Fund which is a consistent long term performer manage its portfolio? 32:31 - Some mid cap stocks may become large cap stocks and vice versa. In this context how does Canara Robeco Emerging Equities Fund manage its portfolio if some of the large cap stocks become mid cap stocks and vice versa? 35:13 - What are Shridatta Bhandwaldar’s tips to help investors rebalance their mutual fund portfolio? 42:27 - What are Shridatta Bhandwaldar’s learnings from his journey in the equity markets? 46:21 - Key Learnings 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/ Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj 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/mutualfundsatgroww/ 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.