Aditya Birla Sun Life AMC Limited
Episode 71: How to pick funds post the new classification system
SEBI’s new fund-classification system has standardised fund categories but not simplified the job of picking the right one. With 36 official categories to choose from, fund selection remains as daunting as ever. So which categories are most relevant for retail investors now? What to do with the star performers whose past records are no longer relevant because of a change in investment mandate? What should you do if your fund has been merged? We address all these issues and provide you with a clear road map to pick the right category for your goals in this Hangout session.
My Financial Goal #1
Buy a House
July 31, 2022
Episode 85: How to pick the right hybrid fund
Getting your asset allocation right is at the forefront of successful investing. What is the right proportion of equity and debt to have in your portfolio, given your life stage, goals and risk appetite? Are there sufficient types of hybrid funds to meet various needs?