How Can Investors Fix the Right Allocation in Mutual Funds? | Mutual Fund Ki Baat with Chirag Patel

The percentage of times you get positive returns from SIP is 100% over 8 years. The WhiteOak Mutual Fund study also shows that the Mid Cap space gives the best returns from SIP over the long term. In India there are opportunities for alpha generation in the mid cap and small cap space because of the inefficiencies of the Indian stock market. Large Cap Funds do not face problems from higher inflows. However, Small Cap Funds may face issues when there are huge inflows into their schemes.

0:00 - Coming Up
2:08 - Introducing Mr Chirag Patel
3:58 - Central banks from India to Australia could soon cut interest rates. Is this good for the Indian Stock Markets?
7:30 - How do Equity Funds with Larger AUM manage their stock holdings when markets climb?
10:19 - Why do Mid Cap Funds not invest in PSU Stocks?
12:43 - Should one re-allocate their portfolio from small cap funds to mid cap and large cap funds after the strong rally in small cap funds?
17:18 - How can an investor decide the right SIP Amount?
20:21 - According to a WhiteOak Mutual Fund study, why do SIPs in Mid Cap Funds give good returns?
22:24 - How does Chirag Patel invest his money? Which is his favorite asset class?
25:21 - What are Chirag Patel’s favorite Equity Fund Categories?
26:12 - Why do WhiteOak Equity Fund Schemes invest in New Age Companies?
31:20 - Should investors look at funds tracking mid cap and small cap market indices?
33:53 - How important are hybrid funds like Balanced Advantage Funds and Aggressive Hybrid Funds in a first time investors portfolio?
36:48 - What approach does WhiteOak AMC follow to pick stocks for thier equity funds?
39:18 - Mr Chirag Patel’s thumb rules for mutual fund investors?
40:19 - Mr Chirag Patel’s learnings from the equity markets
41:59 - Mr Chirag Patel’s book recommendations for mutual fund investors
43:41 - Key Learnings

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