00:00I have a little confusion in the future of the mutual fund industry.
00:09Because the SIPs are growing, no doubt.
00:12They are growing up and they are growing up.
00:15But the equities are not growing up.
00:18If we look at the numbers, this is not the first time when the numbers are growing.
00:23We have seen the numbers in the past, and the equity inflow is growing up.
00:30The other is the mid-cap and small-cap.
00:33The large-cap is not showing up because there is a outflow of 1,000 crore.
00:38How is the mutual fund industry showing the picture of the mutual fund industry?
00:44Yes, I have a clear understanding.
00:49The SIPs are coming from 31,000 crore.
00:53They are coming from equity funds.
00:57What is the case of some negotiations that have been invested in 5 years before?
01:02They are now looking at profit because the returns are low.
01:06Some money is going to go to the daily state.
01:08Some money is going to go to the other jobs.
01:21Well, I cannot keep you in contact with our pieces in plain and a bank.
01:25They really have to earn, and at some point they are investing here.
01:33And I think that flow is growing up with for the Summary.
01:55There are also no interest in real estate, I think it's easy to invest in real estate
02:09So we have a little bit of a disappointment to investors who were waiting for us, and the small and
02:15mid-caps didn't have good companies in our own portfolios, because we are overweight in mid- or small-caps.
02:24It's the only reason that people understand that the growth of the opportunities, the growth sectors, the growth companies, the
02:34small and mid-caps companies, the classification is more.
02:40I want to look at this one, that our industry classification, large-caps, there are only 100 companies.
03:14For example, the growth of the companies, the
03:16growth of the new sector is more than the growth of the new sector.
03:18So it will be greater to the smaller sector.
03:18such as infrastructure companies, such as large caps and mid- and small caps are much lower in the mid
03:25- and small caps.
03:25So, this is what people understand. India's growth, the growth of earnings in the corporate sector,
03:33the pastness of growth is typically in the smaller mid-caps.
03:37That's why their smaller mid-cap funds are going higher than large caps,
03:48so many times they get rid of it. Now, in mid- and small caps and large caps, there is
03:56no big risk in the FOMO.
03:59Look, the equity market is a risky investment in which there is a volatility.
04:06Some of the returns may not come from one year.
04:09After that, the market may correct time or price.
04:17They come from one year and the risks are largely Cayman right now.
04:21So, the market could be more that we have new trades,
04:31so, the short of the revenue will not be too much for investors,
04:32they will not be much cheaper.
04:34It will be more crude about companies.
04:35But the market is this, which is the form of business.
04:37We are not just gonna have to go to,
04:41we are not going to get into the market.
04:42We are not going to get into the investment,
04:42company's companies, research company, broker, working company's companies research
04:47drop an analysis, how sincerely that comes to decide she'll decide with which company
04:51is good, survive, and
04:53then the fact that you do that, is if you put your mutual funds through particularly
05:00when you choose which you can satisfy them you can susceptiveness and increase
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05:24If you go to the mutual fund, you will lose the possibility of loss and if you will be
05:30a good fund for a long time, then you can generate an alpha and compounding.
05:37So, in your financial journey, you will lose the opportunity of an advisor and a good mutual fund.
05:46Okay. Sir, it's a little volatile market.
05:48So, this is why you are going to lose the value of your valuation.
05:51But, first of all, let's see how we can get a correction in the market.
05:57The expectation is that you will see a big correction in the market.
06:01Because there is a lot of confusion in the market.
06:04Look, the market, as I said earlier, is a risky investment.
06:10It means that you will get out of the market.
06:14You will lose the contraption.
06:15So, that's why we will have to worry about the fact that you may be looking for.
06:16Because we will have to worry about your investments from the market.
06:19So, just having a strong fund on the market.
06:25So, what you will get, then you will have to worry about your actions.
06:28So, the impact of our investments.
06:31Now you will get, the amount of financial investment,
06:42the amount of investment that you will also be in the market.
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07:13So, if there is uncertainty, then people think that maybe a correction will come.
07:18It will come or not, which sector will come, which company will come.
07:22This work can be done by fund managers.
07:26They have experience and passion for that work.
07:30So, in my opinion, a correction will come.
07:33There is no big deal.
07:34But if you are in a long time, you should take advantage of it.
07:39And you should invest in it.
07:41So, if you have an investment, you can start a new investment.
07:46If you have a new investment in the future,
07:46then start a mid-cap or small-cap?
07:50How much do you think the expected time horizon is going to invest?
07:58It depends on the 10-15 years.
08:01If you have a new investment in the future,
08:02then you will understand that you will be less than 25-30 years.
08:07So, the next 25 years of investment can be.
08:21So, if we have a new investment in the future,
08:25if you have an investment in our investment ,
08:28you're a part of the business and that is the best investment in the future.
08:28If you have a new investment,
08:31you need to sell it yourself.
08:33So, if you have any investment in the future,
08:39wherever you have to sell it and then you will put it up.
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09:09But you have to have patience in a new way. You have to take a professional's help in a new
09:16way.
09:16And if you don't do it yourself, then it will be better.
09:20Yes, portfolio allocation or market cap allocation is the tension between investors.
09:26Can flexi cap funds reduce this tension?
09:32Yes, the time of the market is 10% in the index of the market.
09:38So, it's 10% in the index of the market.
09:44But it's a big deal.
09:46It's a big deal.
09:48If you invest in the index, it will be 30% in the mid-cap.
09:53And it will be 30% in the mid-cap.
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