EPISODE · Apr 3, 2025 · 24 MIN
How to Diversify Your Portfolio? | Best Multi-Asset Mutual Funds in India
from Swapnil Karkare Podcast: Economic Insights on India · host Swapnil Karkare
Markets are at an all-time high. The global economy is at a bit uncertain stage. What to do in such a situation? The answer is diversification. Grab equity, debt, commodities and other assets, as much as possible. But what is the best way to diversify? I think Multi Asset Mutual Funds are one of the best ways to build a diverse portfolio. In this episode, I compare all the multi-asset mutual funds in India - their portfolios and various ratios. Following is the link to the Excel sheet where you will find all the data needed - https://1drv.ms/x/s!AomTIYVfAKcIlpIRK... 🔔 *Don't forget to subscribe and hit the notification bell for more thought-provoking content!* #diversification #portfoliomanagement #portfolio #multiassetmutualfunds #mutualfunds #finance #investing #equity #debt #gold #commodities ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:37: Disclaimer 01:05: What is Diversification? 01:34: 100-Age Rule 02:17: Diversification within each category 04:04: Multi-Asset Mutual Funds 04:14: Why should we invest in these funds now? 04:51: Screening multi-asset mutual funds 05:55: Diversification % 07:31: Excel Sheet 21:27: Top 5 Multi-Asset Mutual Funds ----------------------------------------------------------------------------------- 📚 Sources and Further References: What Is Diversification?, Investopedia - https://tinyurl.com/475j6pkz Turnover ratios and fund quality, Investopedia - https://tinyurl.com/4c2k6a5w What is the Sharpe Ratio?, IndMoney - https://tinyurl.com/yc68azbs Expense Ratio, Groww - https://groww.in/p/expense-ratio Should one consider P/B and P/E ratios while selecting a mutual fund?, Value Research - https://tinyurl.com/3rns3hcu What is Yield to Maturity?, ET Money - https://tinyurl.com/2r5yv2rt ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
What this episode covers
Markets are at an all-time high. The global economy is at a bit uncertain stage. What to do in such a situation? The answer is diversification. Grab equity, debt, commodities and other assets, as much as possible. But what is the best way to diversify? I think Multi Asset Mutual Funds are one of the best ways to build a diverse portfolio. In this episode, I compare all the multi-asset mutual funds in India - their portfolios and various ratios. Following is the link to the Excel sheet where you will find all the data needed - https://1drv.ms/x/s!AomTIYVfAKcIlpIRK... 🔔 *Don't forget to subscribe and hit the notification bell for more thought-provoking content!* #diversification #portfoliomanagement #portfolio #multiassetmutualfunds #mutualfunds #finance #investing #equity #debt #gold #commodities ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:37: Disclaimer 01:05: What is Diversification? 01:34: 100-Age Rule 02:17: Diversification within each category 04:04: Multi-Asset Mutual Funds 04:14: Why should we invest in these funds now? 04:51: Screening multi-asset mutual funds 05:55: Diversification % 07:31: Excel Sheet 21:27: Top 5 Multi-Asset Mutual Funds ----------------------------------------------------------------------------------- 📚 Sources and Further References: What Is Diversification?, Investopedia - https://tinyurl.com/475j6pkz Turnover ratios and fund quality, Investopedia - https://tinyurl.com/4c2k6a5w What is the Sharpe Ratio?, IndMoney - https://tinyurl.com/yc68azbs Expense Ratio, Groww - https://groww.in/p/expense-ratio Should one consider P/B and P/E ratios while selecting a mutual fund?, Value Research - https://tinyurl.com/3rns3hcu What is Yield to Maturity?, ET Money - https://tinyurl.com/2r5yv2rt ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
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How to Diversify Your Portfolio? | Best Multi-Asset Mutual Funds in India
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