How to Get Stability and Growth in Your Portfolio? | MF Ki Baat with Gopal Agarwal
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 Published On May 20, 2023

How to Get Stability and Growth with Mutual Funds? | MF Ki Baat with Gopal Agarwal

The Wholesale Price Index (WPI) is currently negative and rate sensitive stocks are already rallying because of lower inflation. Study the performance of small cap funds over 5 to 7 years and pick those which have performed consistently well in this time frame. Large and Mid Cap Funds offer the dual benefits of stability due to the large cap component and growth because of the mid cap component. You could Invest in solution-oriented retirement funds for the long term and even if there are small cap stocks in their portfolio your investment does well over time. If the stock market crashes and you have ready money to invest you can try the lump sum approach. However, you must still continue with your SIPs.

0:00 - Introduction
2:43 - About Gopal Agarwal
3:43 - What are the macro factors in which the markets are likely to react?
7:08 - Are interest rates going to reduce? How will rate sensitive sector react now?
11:04 - Should investors have large & mid-cap funds in their core portfolio?
13:00 - How to select the right small cap fund?
16:28 - What is the best way - SIP vs lumpsum investing?
18:58 - Should new investors invest in solution-oriented funds?
21:42 - Is Balance Advantage Fund is a good investment in a bear market?
23:17 - Should investors invest in BAF?
23:46 - Should investors go for flexi cap funds who have invested a lot in smallcap funds?
27:07 - Difference between value funds vs contra funds
29:42 - Should new investors avoid value & contra funds?
30:00 - How to select the right index funds?
32:49 - Can dividend yield funds counter the volatility in the stock market?
34:12 - Journey of Gopal Agarwal & his key learning
35:40 - Key book recommendation
36:11 - Conclusion
36:39 - Key learning

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Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes.

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