Episodes

  • 7: Ep 007 - Sector funds

    7: Ep 007 - Sector funds
    Jun 26 2024
    If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or theme.
    Lately, many fund houses are launching thematic/sector funds. The Assets under management in the sector/thematic fund category have increased by almost 80% in one year from 1.82 lakh crore in May 2023 to 3.25 lakh crore in May 2024, shows AMFI data. In this podcast, Lisa Pallavi Barbora and Ravi Samalad dissect this trend further to help us understand what role sector and thematic funds play in your portfolio.
    Listen to the Smart Investing podcast series by PGIM India Mutual Fund.

    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

    Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage.

    All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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    16 mins
  • 6: Ep 006 - Active or Passive: How to Make a Choice

    6: Ep 006 - Active or Passive: How to Make a Choice
    May 15 2024
    When one sets out to invest in mutual funds they are not thinking active or passive, rather they just want to invest in something that fits in their risk profile, goal, or time horizon.

    Over the last few years, we have seen a plethora of fund launches in the passive space. Passive Funds provide you market exposure at a low cost. In this podcast, Lisa Pallavi Barbora and Ravi Samalad discuss about what these two distinct categories are and dwell deeper into which of the two should one focus on more or whether they can be combined in a portfolio.
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    23 mins
  • 5: Ep 005 - How to Select Equity Funds For Your Portfolio?

    5: Ep 005 - How to Select Equity Funds For Your Portfolio?
    Apr 12 2024
    In life we are inundated with choices – whether it’s the choice of clothes, the colour and brand of cars, perfumes, the list can go on. Clearly, there’s a wide variety of options available today in every sphere of life which can be sometimes overwhelming.

    Similarly, we have a wide variety of investment options within the mutual fund industry. In this episode, Personal Finance Expert Lisa Pallavi Barbora and Ravi Samalad from PGIM India Mutual Fund discuss, how one can select the right equity mutual funds for one’s portfolio from the 11 categories.

    Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. Connect with us: Website: https://www.pgimindiamf.com/
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    22 mins
  • 4: Ep 004 - 5 smart ways to use Systematic Transfer Plan & Systematic Withdrawal Plan

    4: Ep 004 - 5 smart ways to use Systematic Transfer Plan & Systematic Withdrawal Plan
    Feb 12 2024
    Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) are tools offered by mutual funds that provide great convenience and flexibility to cater to investor’s different financial goals. In this podcast, personal finance expert Lisa Pallavi Barbora and Ravi Samalad talk about how these facilities work and how investors take make efficient use of them.  
    Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID.
    This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
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    17 mins
  • 3: Ep 003 - Best of both worlds – How Hybrid Funds give you an edge

    3: Ep 003 - Best of both worlds – How Hybrid Funds give you an edge
    Jan 12 2024
    Hybrid Funds are gaining traction and that is evident by the steady growth in assets in this category. The AUM of hybrid funds category has doubled from Rs 3.10 lakh crore in Nov 2020 to reach Rs 6.30 lakh crore as of November 2023, shows AMFI data. 
    Similarly, the number of folios in this category have grown from 94 lakhs to 1.26 crore during the same period.
    So what’s the reason behind this astounding growth? In this episode, Personal Finance Expert Lisa Pallavi Barbora and Ravi Samalad discuss why investors are lapping up Hybrid Funds and how to go about selecting the right Hybrid Fund for your portfolio.
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    17 mins
  • 2: Ep 002 - The what, how and why of asset allocation

    2: Ep 002 - The what, how and why of asset allocation
    Nov 23 2023
    A 1986 study titled Determinants of Portfolio Performance by Brinson, Hood and Beebower showed that asset allocation explained 93.6% of the variation in a portfolio’s return. This clearly shows the importance of following an asset allocation approach to investing rather than chasing return or flavour of the season. In this episode, Personal Finance Expert Lisa Pallavi Barbora and Ravi Samalad from PGIM India Mutual Fund discuss what asset allocation is, different types of asset allocation, its benefits, what goes into making a diversified portfolio and more.
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    16 mins
  • 1: Ep 001 - 5 steps to Build your Emergency Fund with Debt Mutual Funds

    1: Ep 001 - 5 steps to Build your Emergency Fund with Debt Mutual Funds
    Sep 30 2023
    An Emergency Fund helps you tap into your savings when you have to incur an unplanned expense or take care of your non-negotiable monthly expenses during a temporary loss of income. In this maiden episode of Smart Investing series, Lisa Pallavi Barbora, a Financial Coach and Personal Finance Expert, discusses the importance of creating an emergency fund, where to invest and shares five simple steps to create an emergency fund corpus. 

    Listen to the Smart Investing podcast series by PGIM India Mutual Fund.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

    Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage.

    All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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    17 mins