Mutual fund Learning & Insights by Deepak taunk
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Registered Mutual fund Distributor & CFGP®. I help client in wealth creation, retirement & goal planning. Contact with Google form. link: https://forms.gle/S9QjV7eyegrsWzmz8 Youtube channel on Personal finance & Long term wealth with 128000 community.
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Publicaciones del Canal
*Dear Investor*,
*Greetings of the Day!*
We are delighted to invite you to an insightful and engaging investment session on Saturday, 11th July 2026.
💥 *Topic* 💥
*Factor Based Investing - Get the benefit of Diversification*
🎤 *Speaker*
*Mr. Neeraj Choksi - Co-Founder, NJ Group*
Mr. Neeraj Choksi is the *Co-Founder of NJ Group* and has over *30 years of experience* in the financial services industry. A *Certified Financial Planner (CFP), Certified Trust & Estate Planner (CTEP)*, and *Associate of the Insurance Institute of India*, he has played a key role in building *NJ Group* into one of India's leading financial services organizations.
Don't miss this opportunity to gain valuable insights into *Factor Based Investing - Get the benefit of Diversification* and strengthen your *long-term investment journey*.
📅 *Date & Time*
*Saturday, 11th July 2026 | 7:00 PM*
📎 *Registration Link:*
https://tinyurl.com/ycs3mz58?id=3637&brcode=36048
*Joining Link*
https://livestream.njgroup.in/event/index.php?id=3637
| 2 |  Sin texto... | 203 |
| 3 |  SECTOR INDEX PERFORMANCE | 269 |
| 4 | Sectoral Investing: High Potential.-.but...High Patience
Just look at sector performance over different time periods.
A sector that is among the best performers this quarter may have been one of the worst performers over the last year.
Check sectors like Realty and Media who have delivered strong returns over the last 3 months, whilestruggled over the past year.
This is the nature of sectoral investing. You can create good wealth with right time and if you enter in wrong time, wealth can go down too.
Sectoral investing has 3 key advantages
✅ You get Opportunity to benefit from long-term growth trends.
✅ You Can generate strong returns when the sector performs well.
✅ It also adds some diversification beyond traditional equity funds.
But they come with challenges too...
⚠️ Sectors go through long periods of underperformance. See IT today.
⚠️ Returns can be highly volatile.
⚠️ Identifying the right entry and exit time is difficult.
My simple rule:
Think of thematic funds as dessert in your portfolio, not the main course of your daily Lunch. You wont lose much if you wont have that.
Build your core portfolio around diversified funds like Flexicap, Multicap or Large & Mid Cap funds.
Use Sectoral funds only as a small satellite allocation if they align with your long-term conviction and risk appetite.
Data source: Kotak Mutual Fund Latest factsheet. | 261 |
| 5 |  STRATEGY BY KOTAK MUTUAL FUND | 234 |
| 6 |  TOP 10: MOST UNDEROWNED | 262 |
| 7 | Everyone is chasing what is already popular.
Interestingly, India's largest companies are currently witnessing one of the lowest levels of FII ownership in nearly two decades. The average FII ownership across the top 10 companies has fallen to just ~34% of free-float market capitalization. This is the lowest level in two decades, and even below the trough (37%) reached during the Global Financial Crisis.
History shows that quality businesses often become attractive when they are under-owned rather than over-owned.
If global uncertainties ease and FII flows return, this segment could benefit over the long term.
Sometimes, the biggest opportunities lie where the crowd is looking the least. | 262 |
| 8 |  Sin texto... | 421 |
| 9 |  Sin texto... | 422 |
| 10 |  Sin texto... | 396 |
| 11 |  Sin texto... | 347 |
| 12 |  Sin texto... | 340 |
| 13 |  Sin texto... | 340 |
| 14 |  Sin texto... | 471 |
| 15 | Market Update-01/07/26
Sensex:76922.64(+443.97)
Nifty:24005.85(+140.10)
10yrGSec:6.75
INR/USD:95.23
Gold-24k(1gm):13943
Silver-999(1Kg):221355
Crude Oil-Brent:72.15 | 497 |
| 16 | dsp-navigator-june-2026.pdf | 482 |
| 17 | Market Update-30/06/26
Sensex:76478.67(-249.70)
Nifty:23865.75(-80.50)
10yrGSec:6.70
INR/USD:94.65
Gold-24k(1gm):14038
Silver-999(1Kg):223670
Crude Oil-Brent:73.22 | 510 |
| 18 | Retirement with SWP. | 499 |
| 19 | Retirement with SWP Brochure.pdf | 534 |
| 20 | Where should you invest for your short-term goals?
Let's look at a few common situations:
· Buying a new car this Diwali
· Planning to buy a new phone or laptop during the New Year sale
· Planning a family vacation in the next 6-12 months
These are all short-term financial goals.
Now the big question...
Should you invest this money in Equity Mutual Funds?
Probably not.
While equity has the potential to generate higher returns, it can also be volatile in the short term. Imagine your vacation is next month, but the market has fallen by 15-20%. You may have to postpone your goal or withdraw at a loss.
For short-term goals, capital protection is more important than chasing higher returns.
Instead, consider:
· Debt Funds – Suitable for money that you'll need in the near future with relatively lower risk. Ultra short duration, low duration or money market funds are few ideas.
· Arbitrage Funds – Can be an option for investors in higher tax brackets looking for tax-efficient short-term parking (subject to suitability). It may be tax free if held for 1 year and within 1.25 lac LTCG limit.
A simple thumb rule:
📌 Money needed within 1 year should generally focus on safety rather than high returns.
Key purpose of short term investing is not to earn returns. Rather It's to ensure your money is available when your goal arrives.
-----
Deepak taunk
AMFI registered MFD and SIF distributor
Reg no. 288057
⚠️ Disclaimer
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully. | 543 |
