Mutual Fund Masterclass: Dhirendra Kumar’s Investment Tips For The Next 3 Years!
At the India Today-Business Today Budget Round Table 2025, Dhirendra Kumar, CEO, Value Research, shares deep insights into current market opportunities, sectoral trends, top-performing mutual funds, and the best strategies for fund allocation. He provides a roadmap for investors, detailing how to approach investing in the next 2-3 years and which sectors may outperform. Dhirendra Kumar emphasises the importance of diversification rather than chasing short-term themes. He highlights the ongoing buzz around small-cap funds, explaining how SEBI’s classification system for large, mid, and small-cap stocks has shaped investor perception. Despite concerns, historical data suggests that small-cap funds have outperformed over the past two decades, offering superior returns compared to diversified funds. Addressing the market’s volatility, Dhirendra Kumar advises investors to strategically allocate their money across multi-cap, mid-cap, and small-cap funds based on their experience. If someone is new to investing, he recommends putting 100% of their portfolio into a multi-cap fund. More experienced investors can allocate 10-20% to small-cap funds, given their potential for higher returns despite short-term fluctuations. He warns against flexi-cap funds, stating that many have shifted towards large-cap stocks, reducing their agility. Instead, he recommends investing in one or two well-diversified multi-cap funds for a balanced approach. For those with lump sum amounts, Dhirendra Kumar suggests a staggered investment approach over three months to mitigate risks and maximise returns. His insights provide a comprehensive guide for investors navigating 2025’s mutual fund landscape. 🚀 Don’t miss this expert breakdown on mutual fund investing for 2025! 📈 Like, Share & Subscribe for more market insights! #MutualFunds #InvestmentStrategy #StockMarket #SmallCap #MidCap #MultiCap #DhirendraKumar #ValueResearch #MarketTrends #WealthCreation #InvestWisely #Budget2025 #SmartInvesting #FinancialPlanning #LongTermGrowth #EquityMarkets #FundAllocation #InvestSmart #StockMarketTips #WealthBuilding ----------------------- Thank You for watching! Do not forget to Like | Comment | Share ----------------------- About the channel Watch us for the best news and views on business, stock markets, crypto currencies, consumer technology, the world of real estate, bullion, automobiles, start-ups and unicorns and personal finance. Business Today TV will also bring you all you need to know about mutual funds, insurance, loans and pension plans among others. Follow us at: Website: https://www.businesstoday.in WhatsApp: whatsapp.com/channel/0029Va4Hd309hXFCqY62yD2I Facebook: / businesstoday twitter: / business_today Instagram: / business_today
