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Funds You Should Have In Your Portfolio During A Market Fall
Original: ๐Market Fall เฐฒเฑ ,เฐฎเฑ Portfolio เฐฒเฑ เฐเฐเฐกเฐพเฐฒเฑเฐธเฐฟเฐจ Funds เฐเฐตเฑ
Takeaway
Use market falls to lean aggressively into index funds and conservative-style flexi/multi-cap funds like Parag Parikh and HDFC.
Summary
- Market falls happen once in 4-5 years and are opportunities to invest aggressively in equities โ use this 'free hit' to hit sixes, not play defensively.
- Conservative portfolio suggestion: 50% in index funds (Edelweiss Nifty 50 lowest expense ratio; Nippon Nifty 50; Axis BSE Sensex for diversification).
- 30% in flexi/multi-cap funds โ picks like Parag Parikh Flexi Cap (1.34 lakh cr AUM, 0.95 Sharpe, 47% down-capture) and HDFC Flexi Cap.
- Even conservative investors should tilt aggressive in current market โ textbook balanced advantage approach will underperform.
- Asset allocation (debt portion) should be set per individual financial goals before executing equity plan.
mutual-fundsportfoliomarket-fall
Original description
๐ ๐๐ฉ๐๐ง ๐๐จ๐ฎ๐ซ ๐๐๐ฆ๐๐ญ ๐๐๐๐จ๐ฎ๐ง๐ญ ๐๐๐๐๐ ๐๐ ๐จ๐๐๐๐๐๐ ๐ณ๐๐๐ ๐ https://zerodha.com/open-account?c=ZM... ๐จ๐๐๐๐ ๐ฉ๐๐๐๐๐๐ ๐ https://angel-one.onelink.me/Wjgr/8vx... ๐๐๐๐๐๐ ๐ https://tinyurl.com/y8sbw9w8 ๐ ๐๐๐๐๐ ๐ https://bit.ly/3JZwgyc ๐ ๐๐๐ฌ๐ญ ๐๐๐ซ๐ฆ & ๐๐๐๐ฅ๐ญ๐ก ๐๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ (๐๐ฉ๐๐ฆ-๐๐ซ๐๐ ๐๐๐ฏ๐ข๐๐) ๐๐ข๐ญ๐ญ๐จ ๐๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ ๐ https://ditto.sh/1bzezx ๐ ๐๐จ๐ข๐ง ๐๐ฎ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ ๐๐๐ฅ๐๐ ๐ซ๐๐ฆ ๐ https://telegram.openinapp.co/money-purse ๐๐ก๐๐ญ๐ฌ๐๐ฉ๐ฉ ๐๐ก๐๐ง๐ง๐๐ฅ ๐ https://tinyurl.com/32cra3sc ๐๐๐ญ ๐ ๐ข๐ญ ๐ ๐๐ฆ๐ข๐ฅ๐ฒ (๐๐ญ๐ซ๐๐ฏ๐) ๐ https://strava.app.link/4U0TAr1zzTb ๐ค ๐๐ญ๐๐ฒ ๐๐จ๐ง๐ง๐๐๐ญ๐๐ ๐๐ข๐ญ๐ก ๐๐ฌ ๐๐ง๐ฌ๐ญ๐๐ ๐ซ๐๐ฆ ๐ / moneypurseadv ๐๐ฐ๐ข๐ญ๐ญ๐๐ซ ๐ / moneypurseadv ๐ ๐๐๐๐๐จ๐จ๐ค ๐ / moneypurseadv Thanks for watching. Team Money Purse What is in for you? 00:00 Introduction 01:38 Criteria 03:39 Conservative Investor Portfolio Category 1 Funds 04:32 Conservative Investor Portfolio Category 2 Funds 06:45 Conservative Investor Portfolio Category 3 Funds 08:52 Moderate Investor Portfolio Category 1 Funds 09:47 Moderate Investor Portfolio Category 2 Funds 10:35 Moderate Investor Portfolio Category 3 Funds 12:30 Moderate Investor Portfolio Category 4 Funds 14:04 Aggressive Investors' Portfolio Risk and the Portfolio 17:25 Aggressive Investors Portfolio Category 1 18:55 Aggressive Investor Portfolio Category 2 Disclaimer: We are not SEBI registered. Before taking any positions, contact your financial advisor. we are not responsible for any Profits or losses; whatever we are providing here is purely from an educational and informational point of view