idrema interveiew muftul funds , telugu analysis

running notes, 


44 AMC

------------

2000-4000 SCHEMES;


3000 SCHEMS;

Which is choose.


44, 4000schems , which is best?


major cat

eq,--> stock lo market

debt, -> bond, ....

hybrid-> eq 50%,50%;


Long term -> equity stock theesukoval,


only 3/2 year-> debt schems.


liquid schems 24 hours nene; put here.

------------------------

goal + time = which cataglory


15-20% equit   ( major persons in thought) ---> ( confusion sub: sec, div, kimiti, lar, flex, multi, gold, global...; mid, small

10% debt

10-12% hybrid;

6-8% liquid scheme.

--------------------

sector, it,transport, ev, ......

small, mid, large.

top 100 okay; ?

large caps: the same schema ( 24 amc....)? 

expenratio

ret

fund

alpha

sharp ration

avm?...

schema: selection ; after 6 months; every one year. 

good expert, schema select, 

do not maintain, forever: 1 year taruvata, 

fundamantal changes?

if schema nacchakapete,  reeduption -> go next schema ( it is costly : tax );

-------------

SIP:

nobody, can not stay, 2-3 years; 

5lack

------------

house can not sale,

gold,


since it has liquidy 

---------------

stick with..

-------------

expert : will ask questions, 

----------------------

retunr 5years; mostly;

---------------





 


------------------------


liquid schems: saving ;


chatgpt. flow chat.


START

   |

   v

1. Understand Goal and Time Horizon

   |

   +---> Short-Term (<3 years)? ------------------+-------------------> Long-Term (>3 years)?

   |                                             |                                      |

   |                                             v                                      v

   |                                  Choose Debt Schemes                      Choose Equity Schemes

   |                                     (e.g., Bonds)                       (e.g., Stocks, Large Cap)

   |                                                                                 |

   +--> Emergency Fund? ------------------------+                             +--> Moderate Risk? -----+

   |                                            |                             |                        |

   |                                            v                             v                        v

   |                                 Choose Liquid Schemes      Choose Hybrid Funds          Choose Equity Mid/Small Cap

   |                                 (e.g., <24-hour access)     (50% Equity, 50% Debt)    (High Growth Potential)

   |

   v

2. Scheme Selection

   |

   +---> Use Key Metrics: ---------------------> Check Categories:

   |                                            | 

   |  - Expense Ratio                           | - Large Cap (Top 100 Companies)

   |  - Alpha, Sharpe Ratio                     | - Mid/Small Cap

   |  - Fund Manager Performance                | - Sector Funds (IT, Transport, EV)

   |

   v

3. Start SIP or Lumpsum Investment

   |

   +---> SIP Recommendation:

   |       - SIP for 3-5 Years

   |       - Rs. 2,000 to Rs. 5,000 Monthly

   |

   v

4. Monitor Fund Performance

   |

   +---> After 6 Months or Annually:

   |       - Check Returns (5 Years Avg)

   |       - Compare Metrics

   |       - Assess Market Changes

   |

   +---> If Scheme Doesn't Perform:

   |       - Consider Redeeming (Note: Tax Implications)

   |       - Switch to New Scheme

   |

   v

5. Stick with Long-Term Plan

   |

   +---> Avoid Frequent Changes

   +---> Reassess Goals Periodically

   |

   v

END



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