All Episodes

November 19, 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)

See omnystudio.com/listener for privacy information.

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
The Nikki Glaser Podcast

The Nikki Glaser Podcast

Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

Stuff You Should Know

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.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.