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)
See omnystudio.com/listener for privacy information.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com