A to Z of Mutual Funds | Tata Mutual Funds | Podcast | Ft. Rahul Singh

TATA Mutual fund
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In this podcast, we sit down with Rahul Singh, the Chief Investment Officer (CIO) at Tata Asset Management, where he leads the fund management and equity research teams. Rahul shares his deep insights into mutual funds, explaining the fundamental aspects of how they work and the criteria for selecting stocks across different funds. He also sheds light on the differences between ETFs and mutual funds, the ongoing debate between active and passive funds, and what investors should consider before making decisions.

Rahul offers guidance on evaluating fund performance through metrics like rolling returns, standard deviation, and the Sharpe ratio. He discusses the importance of understanding the expense ratio, how to assess new funds, and the ideal allocation across different asset classes. Additionally, he addresses current market trends, including concerns around overvaluation and international investing through mutual funds.

Towards the end, Rahul provides practical advice on taxation in mutual funds and offers valuable tips for young investors looking to build a strong financial future. This episode is a must-watch for anyone looking to enhance their understanding of mutual funds and make informed investment decisions.

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Timestamp:
00:00 Preview
00:32 Introduction
01:00 What are Mutual Funds?
01:48 Limitations on how much a Mutual Fund can hold in a single stock
02:25 Criteria for selecting stocks across different funds
03:29 Difference between ETFs and Mutual Funds
04:43 Active vs. Passive Funds Debate
06:06 Key factors investors should consider before investing
08:33 How to evaluate a fund's performance?
10:11 Understanding rolling returns, standard deviation, and Sharpe ratio
12:53 How to evaluate new funds?
14:55 Categories of Mutual Funds
16:38 Ideal allocation across different asset classes
18:58 Understanding the expense ratio
21:15 Why are people shifting from MF distributors to direct investments?
22:55 Discussing overvaluation in the current market
24:35 Investing internationally through Mutual Funds
25:15 How to select the right funds?
27:17 Mutual Fund taxation
28:33 Advice for young investors
29:45 Conclusion

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