Querry

I had a query regarding mutual fund investment patterns that I’ve observed. It appears that fund managers often exhibit a bias in the proportionate distribution of Assets Under Management (AUM). For example, when investing in an HDFC Growth Fund, I’ve noticed a tendency to allocate a higher weightage to HDFC Bank. This raises concerns about diversification and potential conflicts of interest, especially when the fund is associated with the same group. Additionally, I was hoping you could clarify the fundamental difference between a Systematic Investment Plan (SIP) and a Systematic Withdrawal Plan (SWP). A clear distinction between these two would help in planning my investment and withdrawal strategy more effectively. Looking forward to your guidance on the above points. Video Details ------------- Advanced Financial Management - AFM Mutual Funds - AFM #11. Portfolio based Classification - I

Akash Nanda

CA Final

★ 25K+

12-Jul-25 21:25

182