Issue 135, Weekly Wealth Newsletter: 25th Mar 2024 – 1st Apr 2024
Diversification is one of the most critical principles of investing and even with Mutual Funds. The objective of diversification is to avoid concentration of any single investment or asset class in your portfolio, thereby reducing overall risk and optimally positioning your portfolio for long-term wealth creation.
While there is no precise answer for the number of funds one should hold in a portfolio, 8 – 10 funds across asset classes may be considered optimal depending on the financial objectives and goals of the investor. Further, higher allocation of portfolio to the right fund is of crucial importance.
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Weekly Market Update
Mutual Fund Corner
Why Flexi Cap Mutual Funds are Popular Among Investors?
Flexi-cap schemes offer the flexibility to adjust allocations based on current market conditions and emerging opportunities.
Many investors prefer that the fund manager decide the allocation of their funds among large, mid, and small-cap stocks based on market opportunity.
In the case of a flexi-cap fund, the fund manager doesn’t have any limitations in terms of choosing stocks for investment belonging to any particular sector, market capitalization, or geography. A flexi-cap mutual fund scheme gives you the advantage of having a diversified equity portfolio spanning across large, mid, and small-cap stocks with a single scheme. The fund manager can also allot a certain percentage of the portfolio to international stocks. If you invest in the best flexi-cap mutual fund, it has the potential to give you inflation-beating high returns and thus create wealth for you.
Stock of the Week
CDSL
CMP – 1787
Target – 2099 ( In 12 – 18 Months Time Frame)
For your Equity recommendation – open a De Mat account with Angel Broking with this link
This week Media Publications
This week at Nanayam Vikatan – Easy way to plan your Retirement with Mutual Funds.
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This Newsletter is from Creating Wealth Company – For Private Circulation only.
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Disclaimer
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited.
