The October edition of our monthly series, Subscribers' Hangout, is out now.
In this series, Dhirendra Kumar and our analysts answer all your queries related to personal finance and mutual funds.
This episode of Subscribers' Hangout answers the following questions:
- Small-cap funds have appreciated and earned substantial profits. Should we book profits and shift to large caps?
- Is it advisable to take a loan against investments in mutual funds and stocks, and invest the amount to take advantage of compounding?
- Will switching from regular to direct plans have any other financial implications if there is no exit load?
- How good is gold as an investment? What is the best way to invest in it - ETFs, mutual funds, or sovereign gold bonds?
- What is your opinion on using multi-asset funds for annual withdrawals during a retirement period of up to 35 years?
- Portfolio Planner suggests retirees invest about 33 per cent of the corpus in equity mutual funds. I already have about 40 per cent of the corpus in stocks. Should I still invest in the suggested funds?
Value Research Premium subscribers have exclusive access to this video series. Click here to watch the latest October edition of Subscribers' Hangout now!
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If you have any questions, please feel free to ask them here. We will address them in our upcoming episodes. Do keep in mind that we accept questions related to our service, recommendations, or market conditions only. We won't be able to answer questions that are specific to your personal portfolio.
This article was originally published on October 20, 2023.
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