Building a mutual fund portfolio 

Music is distractive from the voice. Please correct it.

I'm 21 and no one can keep me from the mutual fund market now. Mr. Karthik TQ and Godspeed. The team behind the scenes too.

Thanks for such an amazing series. I gave me more insights on mutual finds investing than any other things I have learned in last couple of years. Keep up the quality work.

One of the best videos ever seen, first time have seen someone has mentioning cagr less than 12 Very realistic! Thank you❤

World class content.. felt like a membership programme... keep up the good work team...

These are very high quality videos, especially the last one. I feel Govt should add a financial literacy subject for school students through Varisty

Kudos to the efforts for teaching mutual funds to every possible generation.

Thanks, Karthik and Team! Very nicely developed series... I enjoyed a lot

Thank You so much for this!!! 🙏🏼 Every animation, video quality, and background music is just so perfect 🤌🏼 Appreciate all the efforts put into making the video👏🏼

Value funds have giving very good results for past 3 yrs.

Thanks for such an amazing content. Kudos to you guys! You make financial education simplified.

Really nice information and the way it is explained and simplified is great! Keep it up!!

Just wow! Kudos to the team. Now the expectation is so high!!!!🎷🎷

Its quote helpfull for me as a young student starting my professional life. Please make more such videos.😊

Thanks. For the Short duration funds: mentioned in 10:25: is actually investing in Debt funds and as per the Present Tax rule they will be calculated as per individual earning tax slab ( < 3 years) . Thus, the investment has a very poor effective return of 4.9 % ( Av Return 7% from fund and 30% tax) ..

Thank you for the series! Very informative! 🙌

Awesome content 👍👍 Thanks for educating us

Thank you so much Karthik Ji! ❤❤❤❤

Thank you so much. Learnt a lot about MF.

Excellent presentation, Karthik 👍

Excellent video. Karthik, In one of the articles I read, value fund beats all other categories in the long run. Hence we shouldn’t ignore them. Even Warren Buffet is a value investor. As you right said in the end, one should give sufficient time for investments to grow. In such case value funds is my preferred investment choice.

thank you for sharing your knowledge.

Very very useful video.. at the correct time.. i saw this video.thank u so much 😊

Vest Mutual fund Fundamental clarity thank you so much Team Varsity 💖

Great advice. But I may differ for the first case. For a married couple, a small cap plus ELSS would also help in 10-15 years. Along with a highly aggressive hybrid fund, to keep some capital safe. (30% ELSS (has large, midcap plus provides tax benefits), 40% in good small-cap fund, and 30% in the aggressive hybrid fund. But again, risk management and understanding market trends and macro conditions are important.

Very good and valuable information... thanks a lot..

Excellent video series 🎉

Personal Finance 💯

Nice Video, those 3 important things before MF is must👌🏻

Excellent explanation Bro..

Thank you very much!!

Thank you ❤

Pls explain why index funds are better than large cap/mod cap for retirement plans?

Very good information

Great learning

sir can you make a video on module: markets and taxation with update on current tax applicability as the module has 2014-2015 tax applicability.

So helpful

Fantastic

Great Video

The house price which we think is 1.5 cr now, will become something like 3 cr in 10 years ? We are not calculating with inflation in mind I guess.

Thanks

why not choose flexi cap fund for the scenario of the young couple?

Doubt: newly wed couple planning for a house cost 1.5 crore for present day but about increasing property rates and inflation?

So conservative means do not invest in one time, start SIP or on monthly basis correct?

Nice T-shirt. Link for the T-shirt? 😄 Thanks for the video.

Hey what if I want to withdraw my money from a liquid fund on the 100th day. How does that work? Can we do that?

great video

good one

Could not capture the data sheet clearly. Can you share the fact sheet in a legible readable format please

For 10 and 8 years period, approach is too conservative. Nothing wrong in investing flexicap and multicap funds.

Hi Sir, Kindly make video on how to use sensibull and how can we use information gathered from varsity in sensibull.

Bhai nifty 9 point niche anese mera portfolio 4000 niche ageya but 180 point upar janese sirf 1300 rupiya increase hua why???

Hi sir I am big fan for u I have one request ur varsity video so amazing and super examples and ur method also and u finance video and kids video and sharmarket videos and English and Hindi only there that somebody don’t understand and others language u do sir plz but my knowledge about ur varsity video super easy explanation …😎

Where would you get a house in 1.5 cr after 10 years ?

Please avoid background music, it is irritating.

Rangappa sir, you yourself are a finance University

small cap mutual fund vs flexi cap mutual fund which one is better?? Please tell me or make a video about this topic....

Cagr can be useless if the currency devaluation takes place...

Also can you please tell in each fund category for example if I consider large cap , I have 20k, how many large cap fund I need to invest . Invest all 20k in one large cap or split that into multiple large cap .

💪

Very nice content. But the music is disturbing.

I come from a non-finance background and have watched all 13 of your videos, which I found informative. However, I am still confused about several concepts: 1. Fund, Category, and Index: Could you explain these terms in more detail? 2. Capture Ratio: You mentioned that if the upside capture ratio is 99, it means the fund has managed to capture 99% of the index's upward movement. Similarly, for the downside capture ratio, it refers to the fund capturing a percentage of the index's downward movement. I didn’t quite understand this concept. Could you elaborate on it with a simple example? 3. Sharpe Ratio: You explained that a Sharpe ratio of 0.29 means that for every unit of risk, the return is 0.29 over and above the risk-free rate. What does this mean in practical terms? 4. Debt Funds: You mentioned that debt funds are for parking excess funds and are not meant to expect higher returns. What is the actual use of debt funds, and what does "parking of funds" mean? 5. Portfolio Allocation: When you talk about a portfolio being 80% invested in large-cap funds, 10% in mid-cap funds, and 10% in small-cap funds, what does this 100% represent? How is the investment divided across multiple different funds? 6. Choosing a Mutual Fund: I am still unsure about which mutual fund to choose for my financial goals. Could you provide some guidance on this? Could you please explain these concepts in more detail and in layman’s terms? Thank you.

7:42 Best option Large cap fund ah ??? Every one is saying Index fund is better than LC funds.

Where can a copy of the MF table be accessed? It's quite hard to read it within the video here. Thanks

🙏🏻

@ karthik rangappa -> why you still hasn't give a videos playlist for option strategies? It has 18 strategies but here i got 2 strategies only, will you upload ? And also we need 6-15 modules video series in your website will you take any action on it ? It'll be easy for us 🙏

6:23 instead of investing in large cap funds and mid cap funds separately Why can't we invest in large and mid cap funds , also as sebi mentioned won't they be having a 35% of large cap and a 35% of mid cap So what you are saying is that is not the reality?

Assuming the real-estate price will stick at 1.5cr

@7:26 where is the link to index investing

Hello, I have invested Rs. 7 lakhs in Canara Robeco Small Cap fund. The fund has underperformed it’s benchmark in the last 1 year. Should I wait for 2 more years, or exit the fund and reinvest my money in some other small cap fund? Please reply.

I am investing in 5 Small-cap and 5 Midcap funds for a 15-year time horizon for a corpus. I am a high-risk investor and assuming at least 15 % CAGR would create a good corpus. Even though they are small and mid-caps, 25 % of the fund is automatically diverted to Largecap. I am aware of portfolio overlapping do you agree with my investment strategy ?? I do not like to stick to one or two funds per category with recent frauds at AMC and Manager level. So all 10 funds are from top 10 AMCs so no two funds from single AMC or manager.

will you launch video in hindi language also

Rangappa sir kindly do educate and create video in kannada for karnataka people to get financial literacy. thank you in advance.

Correct the background music. That's annoying.

Thanks for the video but music is very annoying and it’s difficult to listen to you

Starts from 2:25

Turn volume down of music. Music is distracting

Create a Hindi version

Why eloborate "Emergency fund" in all the videos?? If one is serious about it will follow the method even after seeing one video, hence please discuss more on the intended video title. Thanks for understanding.

Remove the music and save our ears

My age is 33 and i want to create a fat amount with longer periods of time, maybe 20-25 years so in that case which type of fund I chose. I already have 2 mutual funds in a small cap and it cost around 2k only. .

Please be in hindi😅😅😅😅 Hindi bolo yaar samaj nhi AA rhi angrezi

Jyada ho gaya. Please do not follow this instructions.. He is too much conservative..

unnecessary irritating music

Most boring speaker.

Only bakwas no new ideas

Table is very blurr.! Not able to see single lins

Thank you 👍 586128