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Ep-206 #askmoneypurse

146.3K views · Jan 26, 2025 · 42:10 min · Watch on YouTube ↗
Takeaway

Don't panic-redeem Quant funds; give them 1-1.5 more years and diversify across AMCs rather than chasing the current top performer.

Summary

  • Addresses 20-25 viewer questions about exiting Quant Mutual Fund after recent underperformance and SEBI front-running settlement news.
  • Key lesson: never run a concentrated portfolio in a single AMC — diversify across 4-5 fund houses so any single AMC issue is contained.
  • Panic redemption is counterproductive: it forces fund managers to sell their best-performing liquid stocks, worsening NAV for remaining holders.
  • Underperformance benchmark: only exit if a fund underperforms category average consistently for 1.5-2 years — not 6 months.
  • Past number-one AMCs (ICICI, Birla, HDFC, Reliance/Nippon) all cycle through leadership; chasing rank-1 is a losing strategy.
mutual fundsquantredemption
Original description
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