A to Z of Mutual Funds | Tata Mutual Funds | Podcast | Ft. Rahul Singh скачать в хорошем качестве

A to Z of Mutual Funds | Tata Mutual Funds | Podcast | Ft. Rahul Singh

TATA Mutual fund Twitter:   / tatamutualfund   Instagram:   / tatamutualfund   Facebook:   / tatamutualfund   YouTube:    / tatamutualfundindia   LinkedIn:   / tata-asset-management-ltd   Join our community: https://t.me/upsurgecommunity In this podcast, we sit down with Rahul Singh, the Chief Investment Officer (CIO) at Tata Asset Management, where he leads the fund management and equity research teams. Rahul shares his deep insights into mutual funds, explaining the fundamental aspects of how they work and the criteria for selecting stocks across different funds. He also sheds light on the differences between ETFs and mutual funds, the ongoing debate between active and passive funds, and what investors should consider before making decisions. Rahul offers guidance on evaluating fund performance through metrics like rolling returns, standard deviation, and the Sharpe ratio. He discusses the importance of understanding the expense ratio, how to assess new funds, and the ideal allocation across different asset classes. Additionally, he addresses current market trends, including concerns around overvaluation and international investing through mutual funds. Towards the end, Rahul provides practical advice on taxation in mutual funds and offers valuable tips for young investors looking to build a strong financial future. This episode is a must-watch for anyone looking to enhance their understanding of mutual funds and make informed investment decisions. Check out our Conversation with top Investors in India:    • Podcasts   Follow Us On Other Socials⚡ 🌐Our Website: https://www.upsurge.club/?invite=YUTB... 📈Instagram:   / upsurge_club   ✍LinkedIn:   / upsurge-club   🐦Twitter:   / upsurge_club   Telegram Community: https://t.me/upsurgecommunity What is Upsurge.club? 🤔 We are a one-stop solution for learning trading, investing & finance from leading industry experts. Choose from our curated range of 45+ courses, along with live webinars and discussions, to stay one step ahead of your peers when it comes to stock market trading & investing. Start your stock market journey today with upsurge.club. 🚀 Timestamp: 00:00 Preview 00:32 Introduction 01:00 What are Mutual Funds? 01:48 Limitations on how much a Mutual Fund can hold in a single stock 02:25 Criteria for selecting stocks across different funds 03:29 Difference between ETFs and Mutual Funds 04:43 Active vs. Passive Funds Debate 06:06 Key factors investors should consider before investing 08:33 How to evaluate a fund's performance? 10:11 Understanding rolling returns, standard deviation, and Sharpe ratio 12:53 How to evaluate new funds? 14:55 Categories of Mutual Funds 16:38 Ideal allocation across different asset classes 18:58 Understanding the expense ratio 21:15 Why are people shifting from MF distributors to direct investments? 22:55 Discussing overvaluation in the current market 24:35 Investing internationally through Mutual Funds 25:15 How to select the right funds? 27:17 Mutual Fund taxation 28:33 Advice for young investors 29:45 Conclusion #upsurge #financiallyfit #screener #fundamentalanalysis #valuationary #basicsofstockmarket #stockmarketbeginners #stockmarket #investing