Mutual Fund Masterclass - Part 1 - E 26

Let's Get RICH With PATTU!

19-11-2023 • 37 mins

On this Episode we cover:- How SIPs and XEROX are similar
- Before knowing which Mutual Fund to select, what we really need to know
- The best products for short term goals
- Why Liquid Funds are in the same category as FDs and RDs
- Why FDs and RDs are NOT tax efficient. And how they are taxed.
- The definition of an 'Equity' fund
- The break down of Equity MFs
- Why holding ~5% cash for MFs is important
- Hybrid Funds and Arbitrage Funds
- Why Pattu has used Taxation as a handle to categorise Risk in MFs
- Pattu's thoughts on SEBI's risk meters!
- How to invest for 'medium term' goals. Go easy.
- Pattu delves into actively managed and passively managed funds.
- We hear about 'Factor' funds (under passively managed funds)

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