Which mutual funds go into your core and satellite portfolio? Ft Sandeep Bagla

Which mutual funds go into your core and satellite portfolio? Ft Sandeep Bagla In this video Mr Sandeep Bagla CEO at Trust Mutual Fund tells you how to build a core and satellite mutual fund portfolio. One must have large cap funds, flexi cap funds, mid cap funds and small cap funds in the core portfolio. Small cap and mid cap companies have given strong performance, their risk has reduced and they can be a part of your core portfolio. One can have sectoral funds, thematic funds and gold in the satellite portfolio. If you are on the older side you can have large and flexi cap funds in the core portfolio and mid and small cap funds in the satellite portfolio. Finally, the core and satellite allocation depends on your risk tolerance. 0:00 Coming up 1:20 About Mr Sandeep Bagla 5:00 What is the importance of having a mutual fund portfolio in view of the changing economic conditions? 10:05 What is a core and satellite portfolio and which mutual funds go into them? 15:30 Why has TrustMF Small cap fund outperformed its peers and benchmark over the past one year? 18:46 Should mid cap funds be a part of your core mutual fund portfolio? 21:20 Which are the sectors that are present in the mid cap space but not in the large cap space? 22:23 Should you look at taking profits out of well performing equity funds or continue holding them for the long run? 25:47 Should ETFs and index funds be a part of your core or satellite portfolio? 29:03 Should you regularly rebalance your portfolio or follow a set it and forget it approach? 32:28 Is a core and satellite portfolio suitable for all or can people with a higher risk tolerance take a different approach? 37:22 Mr Sandeep Bagla had recently said that commodities are in the middle of a supercycle. Why is this so? 42:23 How do new AMCs manage the intense competition from heavyweight AMCs? 45:40 What strategy does Trust Mutual Fund follow to prevent its funds from underperforming? 47:45 Which are the AMCs Mr Sandeep Bagla admires and who are his favorite fund managers? 49:22 Learn about Mr Sandeep Bagla’s investment journey and the mutual funds in his personal portfolio 53:09 What are the learnings, tips and strategies from Mr Sandeep Bagla that can make you a better investor? 56:21 Rapid Fire Round 1:04:06 Summary of the Discussion Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj About Groww Groww is India’s Best Investment App and the Largest Stock Broker. Find us here: Android app: https://app.groww.in/v3cO/f9o4prne iOS app - https://app.groww.in/v3cO/tu0yrc3e Website - https://groww.in/ RA Disclaimer Link - https://groww.in/p/sebi-research-anal... We also have a Kannada, Tamil, Telugu & a Malayalam channel Please subscribe here: 👉 Groww Kannada - https://bit.ly/3ekyeKP 👉 Groww Tamil - https://bit.ly/3cbhN3Z 👉 Groww Telugu - https://bit.ly/39aLpwC 👉 Groww Malayalam https://bit.ly/3enG2LV 👉 Ipo review by Groww -    / @iporeviewbygroww   Follow us on: Facebook:   / growwapp   Twitter:   / _groww   Instagram:   / mutualfundswithgroww   LinkedIn:   / groww.in   #groww #mutualfund Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes. If you have any concerns with respect to Groww, please feel free to write to us at support@groww.in or you can call us at +91 9108800000.