Zerodha Educate
Zerodha Educate
Jul 4, 2020
A step-by-step guide to investing in mutual funds - part 1
55 min

Since Feb 2020, we've seen historic and unprecedented volatility in the Indian markets. We saw the fastest fall in the markets and also one of the fastest recoveries in the history of the Indian markets. All this was within a space of a few months. Surprisingly, we are seeing a sharp uptick in the number of new investors enter the markets, but the mistakes some of them are making are the same old ones. Over the past few months, we've had conversations with some of the most experienced participants in the markets to put this insanely volatile market phase in perspective.

But we also realized that investors were lacking context on how to think about investing even before they put their first rupee to work. So we figured, there's no better time than this to do this. Given that Vidya has been interacting with investors for the better part of a decade in various capacities, we reached out to her and she graciously agreed to talk to us.

In this conversation, Vidya talks to Prateek about:

  1. How to think about risk and reward when investing
  2. How to set goals and why a goal-based investing framework helps you invest better
  3. How to have returns expectations
  4. How do you figure out your risk tolerance
  5. What the hell is asset allocation, why it matters and how to figure out the right asset allocation for you
  6. Active vs passive funds
  7. How to pick an equity fund
  8. How to sort through the various styles of funds and how to include them in your portfolio
  9. Do's and don't when picking an active funds
  10. Growth vs dividend plans

Once you have heard the conversation, you will have a framework on how to think about investing, why you need to invest, set goals and pick your first fund. 

Do check out PrimeInvestor for some insightful perspectives on investing, fund selection, portfolio construction by Vidya and her colleagues. 

You can also check out this LearnApp course on mutual funds. 

In part 2 of the conversation, we'll talk about the right way to pick debt funds, rebalancing and portfolio maintenance.


Play to Potential Podcast
Play to Potential Podcast
Play to Potential Podcast
637: 65.00 Ashish Dhawan - The full conversation
GUEST Ashish Dhawan is the Founder and Chairman of Central Square Foundation (CSF) and Ashoka University. He worked for twenty years in the investment management business and ran one of India’s leading private equity funds, ChrysCapital. In June 2012, he left his full time role at ChrysCapital to focus on philanthropic work in education. Ashish is an MBA with distinction from Harvard University and a dual bachelor’s (BS/BA) holder with Magna Cum Laude honors from Yale University. Central Square Foundation works on system reform in school education in India. The foundation has 60 team members who work on grant making, research, policy reform and policy implementation. Ashoka University is a new liberal arts institution that aspire to transform higher education in India.  In our conversation, we spoke about how Ashish set markers for himself at 30 (to become an entrepreneur) and 45 (to move towards social impact) and has made choices in line with those markers. We also speak about the various pathways he considered when he chose to move on from ChrysCapital to the Social Impact world. He also shares about the challenges involved in the Social Sector and how individuals transitioning to this sector should listen and understand the nuances before trying to jump into action.  Published in Nov 2020. HOST Deepak is a Leadership Advisor and an Executive Coach. He works with leaders to improve their effectiveness and in helping them make better decisions specifically around organizational and career transitions. He currently runs Transition Insight (www.transitioninsight.com) and works with leaders to handle phases of transition thoughtfully. He has worked as an Operations Consultant with KPMG in UK, Strategy Consultant with McKinsey in the US and as a Leadership Consultant with EgonZehnder (a Swiss Leadership Advisory firm) where he helped companies recruit CEOs, CXOs and Board Members and worked on Leadership Development. Deepak is a certified CEO Coach and is an alumnus of IIT Madras, IIM Ahmedabad and London Business School. His detailed profile can be found at https://in.linkedin.com/in/djayaraman OTHER GUESTS 1.Vijay Amritraj 2.Amish Tripathi 3.Raghu Raman 4.Papa CJ 5.Kartik Hosanagar 6.Ravi Venkatesan 7.Abhijit Bhaduri 8.Viren Rasquinha 9.Prakash Iyer 10.Avnish Bajaj 11.Nandan Nilekani 12.Atul Kasbekar 13.Karthik Reddy 14.Pramath Sinha 15.Vedika Bhandarkar 16.Vinita Bali 17.Zia Mody 18.Rama Bijapurkar 19.Dheeraj Pandey 20.Anu Madgavkar 21.Vishy Anand 22. Meher Pudumjee 23.KV Shridhar (Pops) 24.Suresh Naraynan 25.Devdutt Pattanaik 26.Jay Panda 27.Amit Chandra 28.Chandramouli Venkatesan 29.Roopa Kudva 30.Vinay Sitapati 31.Neera Nundy. 32.Deepa Malik 33.Bombay Jayashri. 34.Arun Maira 35.Ambi Parameswaran 36.OP Bhaat 37.Indranil Chakraborty 38.Tarun Khanna 39. Ramachandra Guha 40. Stewart Friedman 41. Rich Fernandez 42. Falguni Nayar 43. Rajat Gupta 44. Kartik Hosanagar 45. Michael Watkins 46. Matt Dixon 47. Herminia Ibarra 48. Paddy Upton 49. Tasha Eurich 50. Alan Eagle 51. Sudhir Sitapati 52. James Clear 53. Lynda Gratton 54. Jennifer Petriglieri. 55. Matthew Walker 56. Raj Raghunathan 57. Jennifer Garvey Berger 58. BJ Fogg 59. R Gopolakrishnan 60. Sir Andrew Likierman. 61. Atul Khatri 62. Whitney Jonson 63. Venkat Krishnan 64. Marshall Goldsmith DISCLAIMER All content and opinions expressed in the podcast are that of the guests and are not necessarily the opinions of Deepak Jayaraman and Transition Insight Private Limited. Views expressed in comments to blog are the personal opinions of the author of the comment. They do not necessarily reflect the views of The Company or the author of the blog. Participants are responsible for the content of their comments and all comments that are posted are in the public domain. The Company reserves the right to monitor, edit, and/or publish any submitted comments. Not all comments may be published. Any third-party comments published are third party information and The Company takes no responsibility and disclaims all liability. The Company reserves the right, but is not obligated to monitor and delete any comments or postings at any time without notice.
1 hr 36 min
The Inspiring Talk
The Inspiring Talk
Bijay Gautam
Swami Mukundananda on Spirituality, Science of Mind Management and Delayed Gratification: TIT102
Swami Mukundananda is a world-renowned teacher of Spirituality, Yoga, and Meditation. He is the founder of the yogic system called JKYog also known as Yoga for the Body, Mind, and Soul. He went to the Indian Institute of Technology (IIT) and Indian Institute of Management (IIM and had a promising corporate career. But, that did not quench his thirst for knowing the Absolute Truth. He renounced his career and travelled throughout India as a sanyasi learning about the various religious traditions and schools of philosophy in India. Swami Mukundananda has inspired people all over the world, on the path of spirituality, holistic health, yoga, meditation and service to society. He has come up with a new book titled The Science of Mind management where he shares how you can win the inner battle of your mind and achieve success in life. On this episode, we discuss the science of mind management and how to manage negative thoughts, we dive into spirituality and talk about how to balance material and spiritual world, how to find the ultimate happiness in your life, delay gratification and a lot more. Want to start your own podcast? Join me on my FREE 90 Minutes Podcast to Profit Masterclass to learn how you can build your influence, authority and business using a podcast. Read More. https://live.bijayspeaks.com/ptp Follow the Inspiring Talk on * Facebook http://theinspiringtalk.com/facebook * Twitter http://theinspiringtalk.com/twitter * Instagram http://theinspiringtalk.com/instagram Read full show notes and resources: http://theinspiringtalk.com/102
1 hr
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