How Mutual Fund Managers find multibaggers? Ft. Aditya Khemani

How Mutual Fund Managers find multibaggers? Ft. Aditya Khemani

One must have mid and small cap mutual funds in their portfolio. This is because many emerging sectors are from the mid and small cap space. Now, one can get allocation to the hospital space through mid and small cap mutual funds. There are more than 350 - 450 mutual fund schemes and overdiversifying one's portfolio can be a problem. One must fix the right asset allocation and then decide which mutual fund schemes they want to invest in. Around 8-10 mutual fund schemes is more than enough. So keep it simple.

0:00 Coming up
1:17 About Mr Aditya Khemani
3:30 Mr Aditya Khemani’s investment journey in the equity markets
5:11 Could having many equity mutual fund schemes impact one’s portfolio?
8:02 What are mid and small cap funds?
11:01 Which are the sectors mid and small cap funds focus on and why?
18:29 How do mid and small cap funds pick multibagger stocks for their portfolios?
21:54 What does Invesco Mutual Fund do differently from other AMCs to generate a good performance?
28:50 Why should one invest in active mid and small cap funds vs passive mid and small cap funds?
32:29 Aditya Khemani had said that Promoters with fire build the next large caps. What does he mean by this statement?
35:01 Are valuations important in the small cap space?
39:30 Should mid and small cap funds be true to label?
43:02 What “red flags” show the mid or small-cap rally may be overheating?
49:00 What’s Aditya Khemani’s outlook for mid and small caps over the next 3–5 years?
51:22 Suppose Aditya Khemani had to choose only two equity fund categories for his portfolio. What would they be?
53:36 Summary of the discussion

Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj

About Groww

Groww is India’s Best Investment App and the Largest Stock Broker.

Find us here:

Android app: https://app.groww.in/v3cO/f9o4prne
iOS app - https://app.groww.in/v3cO/tu0yrc3e
Website - https://groww.in/

RA Disclaimer Link - https://groww.in/p/sebi-research-anal...

We also have a Kannada, Tamil, Telugu & a Malayalam channel
Please subscribe here:
👉 Groww Kannada - https://bit.ly/3ekyeKP
👉 Groww Tamil - https://bit.ly/3cbhN3Z
👉 Groww Telugu - https://bit.ly/39aLpwC
👉 Groww Malayalam https://bit.ly/3enG2LV
👉 Ipo review by Groww -    / @iporeviewbygroww  


Follow us on:
Facebook:   / growwapp  
Twitter:   / _groww  
Instagram:   / mutualfundswithgroww  
LinkedIn:   / groww.in  

#groww #mutualfund

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

If you have any concerns with respect to Groww, please feel free to write to us at [email protected] or you can call us at +91 9108800000.