Nilesh Shah’s Portfolio Allocation: Gold, Silver, Equity & Mutual Funds скачать в хорошем качестве

Nilesh Shah’s Portfolio Allocation: Gold, Silver, Equity & Mutual Funds

Nilesh Shah’s Portfolio Allocation: Gold, Silver, Equity & Mutual Funds We invited Nilesh Shah, MD at Kotak Mahindra AMC, for an insightful conversation on mutual fund investing. He highlighted that investors must eliminate cost anchoring bias and evaluate funds based on the value they deliver, not just the expense ratio. While a higher expense ratio in an equity mutual fund can impact long-term performance, what’s even more important is consistency - if a fund underperforms its benchmark for 3 years or more, it’s a major red flag. He also emphasized the importance of checking a fund’s risk and volatility before investing, because understanding whether you’re comfortable holding a volatile equity fund through market cycles is just as crucial as chasing returns. 0:00 Coming Up 1:19 About Mr Nilesh Shah 4:09 What is the impact of the US-India trade deal and Union Budget on the Indian stock markets? 10:04 How should investors manage underperforming equity funds in their portfolio? 19:10 Should you have gold and silver in your mutual fund portfolio? 23:45 What is the opportunity cost of holding underperforming equity funds? 28:33 Should you redeem underperforming equity funds or the good performers if you need money? 31:17 What are Mr Nilesh Shah’s mistakes in his investment journey? 34:03 How did Mr Nilesh Shah manage his personal portfolio during the global financial crisis and the pandemic? 36:02 What was Mr Nilesh Shah’s first mutual fund investment? 37:13 What is Mr Nilesh Shah’s favourite mutual fund category? 41:03 If Mr Nilesh Shah could invest in mutual fund schemes of other AMCs which would they be? 44:23 What are Mr Nilesh Shah’s investment themes for 2026? 50:15 What are the mistakes fund managers make which could impact your mutual fund returns? 53:10 Which are Kotak AMCs top performing mutual funds and why? 55:50 How can you use AI to analyse the performance of equity mutual funds? 59:42 Mr Nilesh Shah tells us real life cases of people who have become rich investing in equity funds 1:02:54 What investment decisions will Mr Nilesh Shah change if he could go back in time? 1:04:40 Summary of the discussion Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj 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/ RA Disclaimer Link - https://groww.in/p/sebi-research-anal... 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 -    / @iporeviewbygroww   Follow us on: Facebook:   / growwapp   Twitter:   / _groww   Instagram:   / mutualfundswithgroww   LinkedIn:   / 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 support@groww.in or you can call us at +91 9108800000.