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.

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

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Playlist:

#MutualFund #Masterclass #CARachanaRanade

[JulianSebastianSJ]

Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

[hiteshs]

A week ago actually I had done this manually in Excel and was thinking there must be a alternative way like this but I could not find it.. Rachna mam आपले मनापासून आभार या व्हिडिओ साठी.. आणि हो रोहन लघाटे चे सुद्धा आभार😊😊

[prashantbonde]

After watching and being educated by you .. for sure its second option " This mutual fund is best for me "... and yes you are genuine too, to also mention name of your student which bring u the idea to create this video.

[shitalnaikkshirsagar]

Hello madam
Good afternoon....
Since long I am searching for this site's or how my mutual fund is giving returns.

Excellent nice free information.
I am watching your all videos since last year.

" तुमचे विनोद भारी, तुमि दिलेली माहिती भारी आईला तुमचं सगळंच लई म्हणजे लई
भारी धन्यवाद"

[anuradhapittie]

Rachana, you have the ability to impart value to whoever is watching your video. Thankyou for being a great teacher and in a fun way.

[NaveenSondhiyaUMS]

The way you can explain....
I mean
your enthusiasm reflects that age is only a digit and nothing.

[gaurab]

Even if the portfolio overlaps but the performance can still vary based on the proportion of various stocks in each fund.

[aryansrivastava]

I also going with the same trauma that what should be the proper website and seeking for a while but coming to this that's really going to be a worth it for me
and the second one is the correct statement that's what everyone may prefer on having a proper interpretation of mutual funds diversification at the category chosen.
Thanks a million Ma'am for having this enchanting and Luring Lecture🙏♥

[bionicinvestors]

Every student is a spark of motivation to a good teacher. Thank you very much for the video. One step ahead in financial literacy

[karanagrawal]

This Mutual Fund is best for me. You rock mam, . I have gone through your mutual fund course and I got enough knowledge how to invest which is good for me.

[saikishore]

Hi maam im watching ur videos from a long time…ur an amazing teacher we could see by watching your videos…and I appreciate for all the effort u put to make a point understand for viewers…a small request from my side is to make a video on books which are related to stock market from a very basic level who can understand if they are not from finance background also….so that we can study about more intersting things about stock markets…thank you…im posting this comment in soo many videos bcoz i dnt knw if u will have time to see comments for your all videos😃 hope ull react to my comment maam thank you🙏

[Karnsharma]

Ma'am I was manually comparing two MF today but it was taking too much time as there were 60+ holding in both of the MF, then I searched on YouTube then I found this video, it was really helpful. Thanks for making such kind of video.

[sachin_]

Awesome video and information on the sites to compare MF portfolio. Just last week I was having bit free time from office work during WFH so I literally copied all stock holdings of my MFs into Excel sheet and was comparing the common Stocks to find out the overlap. And here I found out there are websites for it. Hehe. Thank you very much👌❤️

[manuk.n]

Thanks for the video. Helped me to sort out my mutual funds.

[InvestBeast]

very nice and valuable video. every investors want this type of content on YouTube. well done

[rajavelugurusamy]

Answer is obviously "second one". The best one for me.

[bhanupratapgudu]

Asa kasa kai I love it❤️❤️ the way you said ...BTW you just looks like Rubina dilek (Recent Big boss winer)

[ashishshah]

Thank you mam for guiding us with the stock market. I am from a family where the stock market is gambling. You are going to dump your money but your lecture gives me more confidence

[Grchoudhary]

Between Axis bluechip and ICICI bluechip overlapping is 47%
Common stock- 24 out of which 7 stocks have difference more than 2-3%

[yourown]

I can hear this lady for days and days without a gap