MUTUAL FUND Investing Strategies for BEST Returns in 2024! | Ankur Warikoo Hindi
warikoo・14 minutes read
Personalized mutual fund choices are crucial based on individual risk tolerance, financial needs, and goals, emphasizing the importance of personal research before making decisions. The speaker recommends specific funds like AK's Small Cap Fund and highlights the benefits of investing in PMS and other assets, promoting their book "Make Epic Money" for comprehensive financial advice.
Insights
- Personalized mutual fund choices are crucial, considering individual risk tolerance, financial needs, and goals, to align investments with unique circumstances.
- Conducting personal research before investing is emphasized, with a focus on selecting mutual funds based on individual criteria, sticking with them even if they underperform, and exploring diverse investment options beyond mutual funds for comprehensive financial growth.
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Recent questions
How should I choose a mutual fund?
Consider personal risk tolerance, financial needs, and goals when selecting.
What is the XIRR of AK's Small Cap Fund?
AK's Small Cap Fund offers an XIRR of 31.99.
Which fund offers balanced global and Indian investments?
Parag Pareek Flexi Cap Fund provides balanced global and Indian investments.
What is the XIRR of ICIC Prudential's Small Cap Fund?
ICIC Prudential's Small Cap Fund provides an XIRR of 46.55.
What is the investment strategy of Momentum strategy in small cases?
Momentum strategy in small cases involves investing in rising stocks before they decline.
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Summary
00:00
"Personalized Mutual Fund Choices for Growth"
- Personalized mutual fund choices are crucial based on individual risk tolerance, financial needs, and goals.
- Avoid blindly following others' mutual fund choices as they may not align with your unique circumstances.
- AK's Small Cap Fund is ideal for long-term investors seeking growth over 5, 10, or 20 years.
- AK's Small Cap Fund offers an XIRR of 31.99, potentially doubling investments every 4.5 years.
- ADAC Small Cap Fund boasts high returns but may undergo corrections due to recent surges.
- Parag Pareek Flexi Cap Fund is recommended for its balanced global and Indian investments, offering an XIRR of 20.91.
- ICIC Prudential's Small Cap Fund provides substantial returns, with a 5-year XIRR of 46.55.
- Navi's Nifty 50 is a cost-effective index fund investing in India's top 50 companies.
- Momentum strategy in small cases involves investing in rising stocks before they decline, offering active returns.
- Small case Growth at a Fair Price is a balanced fund with reasonable returns, suitable for long-term investors.
13:58
"Research key to successful investing, book launch"
- The speaker emphasizes the importance of conducting personal research before making investment decisions, sharing their criteria for selecting mutual funds and sticking with them even if they don't perform well, having done so for a long period. They mention investing in PMS and other assets, showcasing samples of their investments and promoting their new book "Make Epic Money" which provides comprehensive financial advice.
