How to Analyse your Mutual Fund Portfolio? | Investment Masterclass

Video Description

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. Join my YouTube Memberships: https://bit.ly/JoinCARRYTMembership Portfolio Overlap Tool:- Advisor Khoj: https://www.advisorkhoj.com/mutual-funds-research/mutual-fund-portfolio-overlap The Fundoo: https://www.thefundoo.com/Tools/PortfolioOverlap Free Fincal: https://freefincal.com/mutual-fund-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 You can get my Stock Market courses on https://www.rachanaranade.com It’s an opportunity to learn 65+ concepts relating to Basics of Stock Market in 11 sessions! Feel free to WhatsApp on +91 9022196678 if you have any purchase-related queries. Android App: https://bit.ly/CARRAndroidApp iOS App: https://bit.ly/CARRiOSApp Basics of Stock Market Course: https://course.rachanaranade.com/BOSM -------------------------------------------------------------------------------------------------------------------------------- Join my YouTube Memberships: https://bit.ly/JoinCARRYTMembership ----------------------------------------------------------------------------------------------------------------------------------- ✔️ To Invest in Cryptocurrencies try WazirX► https://link.rachanaranade.com/WazirX -------------------------------------------------------------------------------------------------------------- Insure your life and health ✔️ Life Insurance► https://bit.ly/3tYenqr ✔️Term Insurance►https://bit.ly/3ynVssD ______________________________________________________________________ To invest in themes based portfolios, check out the following Smallcases ✔️ Top 100 stock ► https://link.smallcase.com/Rachana_Ranade_top100 ✔️ All-Weather Investing ► https://link.smallcase.com/Rachana_Ranade_AWI _____________________________________________________________________ ✔️If you want to create your demat account then please click here for assistance: https://forms.gle/ddA781mZ4BWzU66J9 ---------------------------------------------------------------------------------------------------------------------------- Facebook► https://bit.ly/CARRFacebook Telegram ► https://t.me/CARachanaRanade Instagram► https://bit.ly/CARRInstagram Twitter► https://bit.ly/CARRTwitter Linkedin► https://bit.ly/CARRLinkedin ------------------------------------------------------------------------------------------------------------------------ Playlist: Basics of Stock Market For Beginners: https://link.rachanaranade.com/BOSM Books to read: https://link.rachanaranade.com/books #MutualFund #Masterclass #CARachanaRanade