How to Analyse your Mutual Fund Portfolio? | Investment Masterclass
In today's video, we will understand how to Analyse your Mutual Funds Portfolio. Let me know in the comments section if you are enjoying the Investment Masterclass series.
Join my YouTube Memberships: https://bit.ly/JoinCARRYTMembership
Portfolio Overlap Tool:-
Advisor Khoj: https://www.advisorkhoj.com/mutual-funds-research/mutual-fund-portfolio-overlap
The Fundoo: https://www.thefundoo.com/Tools/PortfolioOverlap
Free Fincal: https://freefincal.com/mutual-fund-portfolio-overlap-tool/
Note: We are not responsible for any of the data irregularities on these websites.
What is covered?
00:00 - Start
00:28 - Introduction
00:58 - What is a Mutual Fund portfolio overlap?
01:37 - How to calculate Mutual Fund portfolio overlap
03:28 - Solution 1 - Advisorkhoj
05:17 - Solution 2 - thefundoo
07:03 - How to make Investment Decision using the Portfolio Overlap tool
09:17 - Conclusion
You can get my Stock Market courses on https://www.rachanaranade.com It’s an opportunity to learn 65+ concepts relating to Basics of Stock Market in 11 sessions! Feel free to WhatsApp on +91 9022196678 if you have any purchase-related queries.
Android App: https://bit.ly/CARRAndroidApp
iOS App: https://bit.ly/CARRiOSApp
Basics of Stock Market Course: https://course.rachanaranade.com/BOSM
--------------------------------------------------------------------------------------------------------------------------------
Join my YouTube Memberships: https://bit.ly/JoinCARRYTMembership
-----------------------------------------------------------------------------------------------------------------------------------
To open a Demat Account with few other leading brokers, click on the link given below:
✔️Zerodha► https://link.rachanaranade.com/Zerodha
✔️Upstox► https://link.rachanaranade.com/Upstox
✔️ To Invest in Cryptocurrencies try WazirX► https://link.rachanaranade.com/WazirX
--------------------------------------------------------------------------------------------------------------
Insure your life and health
✔️ Life Insurance► https://bit.ly/3tYenqr
✔️Term Insurance►https://bit.ly/3ynVssD
______________________________________________________________________
To invest in themes based portfolios, check out the following Smallcases
✔️ Top 100 stock ► https://link.smallcase.com/Rachana_Ranade_top100
✔️ All-Weather Investing ► https://link.smallcase.com/Rachana_Ranade_AWI
_____________________________________________________________________
Facebook► https://bit.ly/CARRFacebook
Telegram ► https://t.me/CARachanaRanade
Instagram► https://bit.ly/CARRInstagram
Twitter► https://bit.ly/CARRTwitter
Linkedin► https://bit.ly/CARRLinkedin
------------------------------------------------------------------------------------------------------------------------
Playlist:
Basics of Stock Market For Beginners: https://link.rachanaranade.com/BOSM
Books to read: https://link.rachanaranade.com/books
#MutualFund #Masterclass #CARachanaRanade
Видео How to Analyse your Mutual Fund Portfolio? | Investment Masterclass канала CA Rachana Phadke Ranade
Join my YouTube Memberships: https://bit.ly/JoinCARRYTMembership
Portfolio Overlap Tool:-
Advisor Khoj: https://www.advisorkhoj.com/mutual-funds-research/mutual-fund-portfolio-overlap
The Fundoo: https://www.thefundoo.com/Tools/PortfolioOverlap
Free Fincal: https://freefincal.com/mutual-fund-portfolio-overlap-tool/
Note: We are not responsible for any of the data irregularities on these websites.
What is covered?
00:00 - Start
00:28 - Introduction
00:58 - What is a Mutual Fund portfolio overlap?
01:37 - How to calculate Mutual Fund portfolio overlap
03:28 - Solution 1 - Advisorkhoj
05:17 - Solution 2 - thefundoo
07:03 - How to make Investment Decision using the Portfolio Overlap tool
09:17 - Conclusion
You can get my Stock Market courses on https://www.rachanaranade.com It’s an opportunity to learn 65+ concepts relating to Basics of Stock Market in 11 sessions! Feel free to WhatsApp on +91 9022196678 if you have any purchase-related queries.
Android App: https://bit.ly/CARRAndroidApp
iOS App: https://bit.ly/CARRiOSApp
Basics of Stock Market Course: https://course.rachanaranade.com/BOSM
--------------------------------------------------------------------------------------------------------------------------------
Join my YouTube Memberships: https://bit.ly/JoinCARRYTMembership
-----------------------------------------------------------------------------------------------------------------------------------
To open a Demat Account with few other leading brokers, click on the link given below:
✔️Zerodha► https://link.rachanaranade.com/Zerodha
✔️Upstox► https://link.rachanaranade.com/Upstox
✔️ To Invest in Cryptocurrencies try WazirX► https://link.rachanaranade.com/WazirX
--------------------------------------------------------------------------------------------------------------
Insure your life and health
✔️ Life Insurance► https://bit.ly/3tYenqr
✔️Term Insurance►https://bit.ly/3ynVssD
______________________________________________________________________
To invest in themes based portfolios, check out the following Smallcases
✔️ Top 100 stock ► https://link.smallcase.com/Rachana_Ranade_top100
✔️ All-Weather Investing ► https://link.smallcase.com/Rachana_Ranade_AWI
_____________________________________________________________________
Facebook► https://bit.ly/CARRFacebook
Telegram ► https://t.me/CARachanaRanade
Instagram► https://bit.ly/CARRInstagram
Twitter► https://bit.ly/CARRTwitter
Linkedin► https://bit.ly/CARRLinkedin
------------------------------------------------------------------------------------------------------------------------
Playlist:
Basics of Stock Market For Beginners: https://link.rachanaranade.com/BOSM
Books to read: https://link.rachanaranade.com/books
#MutualFund #Masterclass #CARachanaRanade
Видео How to Analyse your Mutual Fund Portfolio? | Investment Masterclass канала CA Rachana Phadke Ranade
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
![Top 3 Mutual Funds | Explained By CA Rachana Ranade](https://i.ytimg.com/vi/RElnGPQegjQ/default.jpg)
![How many Stocks do I have in my Portfolio? | Investment Masterclass](https://i.ytimg.com/vi/Q-n5hO9f0HU/default.jpg)
![What Is Candlestick Chart? Basics Of Technical Analysis Candlestick Explained By CA Rachana Ranade](https://i.ytimg.com/vi/V47CdOCDo4s/default.jpg)
![What are Index Funds? | Mutual Funds Masterclass](https://i.ytimg.com/vi/sbaMMXSAnT0/default.jpg)
![Krsnaa, Devyani, Exxaro, Windlas | Will I Apply? | CA Rachana Ranade](https://i.ytimg.com/vi/Kcvqgnp-yXo/default.jpg)
![All you need to know about NPS (National Pension Scheme) by CA Rachana Ranade](https://i.ytimg.com/vi/T_NIXo3q09c/default.jpg)
![Top 5 Strategies on When to Buy Sell Stocks | CA Rachana Ranade](https://i.ytimg.com/vi/1wDAhDZUP3k/default.jpg)
![3 Golden Rules for Saving Money in 2021 | CA Rachana Ranade](https://i.ytimg.com/vi/Z1bU3dE7Rdc/default.jpg)
![BUY or RENT a House in 2021 | CA Rachana Ranade](https://i.ytimg.com/vi/hPTrtp098vg/default.jpg)
![How to maximize Mutual Funds Returns? | Explained by CA Rachana Ranade](https://i.ytimg.com/vi/SykubriJVHE/default.jpg)
![How To Save Money And Become Rich? | Personal Financial Planning Course P2 CA Rachana Phadke Ranade](https://i.ytimg.com/vi/7-2dKzOG1pM/default.jpg)
![Top 3 Parameters for Company Analysis | CA Rachana Ranade](https://i.ytimg.com/vi/RpAenFUtGss/default.jpg)
![Top 2 Multibagger Stock? | CA Rachana Ranade](https://i.ytimg.com/vi/RdgS8XQFNic/default.jpg)
![How to pick stocks under 1 min? | Investment Masterclass](https://i.ytimg.com/vi/lqk2LppTl84/default.jpg)
![What is a Mutual Fund and How Does It Work? How to find Best Mutual Funds to Invest in 2019](https://i.ytimg.com/vi/PbldLCsspgE/default.jpg)
![8 Mutual Funds You Should Never Buy | यह Mutual Funds कभी मत ख़रीदना](https://i.ytimg.com/vi/0NmSpOcdsj0/default.jpg)
![Top 5 Investment Strategies for Beginners | Investment Masterclass](https://i.ytimg.com/vi/TLGalocqj00/default.jpg)
![What is CAGR? Compound Annual Growth Rate explained with Insurance example by CA Rachana Ranade](https://i.ytimg.com/vi/JLigdg8sR1A/default.jpg)
![What Is XIRR? XIRR Vs IRR Vs CAGR | XIRR In Excel Explained By CA Rachana Ranade](https://i.ytimg.com/vi/Azi4VQhlQFw/default.jpg)
![What is the difference between CTC and Net Salary? | CA Rachana Ranade](https://i.ytimg.com/vi/FgXosDv1hUM/default.jpg)