5 Strategies to Earn EXTRA RETURNS on Your Mutual Fund Portfolio
Shankar Nath Shankar Nath
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 Published On Oct 6, 2023

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Extra returns on one’s equity mutual funds is always welcome and in this video, I’d like to present 5 strategies that does just that. Crafted from years of experience and thorough analysis, these techniques can help you accumulate as extra 1 to 5% returns on your mutual fund portfolio which include:
1. Relative Price-Based Movements: Explore how a comparison with broader indices like Nifty 50 can optimize your SIP strategy
2. Avoidance of High Risk: Gain insights into recognizing risky market periods, using indicators like parabolic rallies and market-cap to GDP ratios, allowing you to adjust your investment strategy
3. Buying the Dip: How to capitalize on a temporary declines within an overall upward-trending market
4. PE Ratio Banks: Delve into strategies based on the PE ratio, understanding when to be aggressive or defensive in the stock markets
5. Factor Investing: Explore the fascinating world of factor investing, where specific characteristics like momentum, value, low volatility, and quality influence stock and portfolio performance

👉 Video Chapters:
00:00 Earn Extra Returns on Mutual Funds
01:40 1. Relative Index Movement
03:43 2. Extreme Risk Avoidance
08:39 3. Buy the Dip
10:45 4. PE Ratio Bands
12:24 5. Factor Investing
13:51 Shankar's Viewpoint

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👉 Additional Reading material:
‣ Earn 16% Returns on Small Cap Index Fund:    • This Small Cap Investing Strategy del...  
‣ Using Moving Averages to Time the Markets:    • When to ENTER & EXIT the Stock Market...  
‣ Extra 2% SIP Returns from Index Funds:    • Best SIP Investment Plans | Extra 2% ...  
‣ Factor Investing Strategies:    • BEAT the Nifty by 10% with Smart BETA...  
‣ Two Funds I will have in My Lifetime Portfolio:    • I'll Select These TWO Mutual Funds fo...  

#bestmutualfunds #mutualfunds #investingstrategy

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

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