Mutual Fund Investing – The Right Way

India's foremost expert on mutual funds - the founder and CEO of Value Research, India's leading independent provider of mutual fund information and research since 1990. Over the last three decades, he has gained a unique perspective by closely observing the birth and growth of the modern Indian fund industry and by interacting with and helping thousands of investors.

What will you learn in this webinar?

• Know the rules of right asset allocation
• How to use data points and research information in evaluation of MFs
• Should you invest in international funds now

Key learnings from this webinar

• When analysing an equity fund you must look for performance, process, and fund manager longevity.
• If there is a robust process in place then there is a possibility that past performance can be replicated. This means that you should understand the stated objective of the fund and determine whether the fund manager is following a robust and sustainable policy.
• The needs of every type of investor can be met by four to five funds. For example, all your requirements from long-term investments can easily be met by balanced funds, balanced advantage funds, and tax saving funds.
• If you are a first-time investor then you can invest in Balanced advantage funds – it is a steadier take on growth
• An important thing to consider is that as your investment corpus grows and becomes meaningful, the need to safeguard it through optimal asset allocation becomes essential
• Investors should actively consider international funds to diversify their portfolios and gain exposure to good companies