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The Unexpected Impact of investing in Mutual Funds and Pooled Vehicles

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Manage episode 470075521 series 2484638
Content provided by Wizemarkets Analytics Private Limtied. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wizemarkets Analytics Private Limtied or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how your returns and experiences can be impacted by other investors' actions, including issues with inflows, outflows, cutoff timings, and NAV calculations. Specific cases like DHFL, Yes Bank, and Zee promoter bonds are examined to highlight how complexities in pooled vehicles can affect investment decisions. Additionally, the episode provides insights on how to navigate these challenges and the importance of understanding the nature of pooled investments.

00:00 Introduction

00:43 Understanding Mutual Funds and Pooled Vehicles

02:43 Complexities of Pooled Vehicles

07:43 Impact of Inflows on Fund Composition

13:18 Challenges with Outflows and Debt Funds

20:00 Timing Issues and NAV Calculations

29:04 ETFs vs Mutual Funds: Arbitrage and Market Behavior

33:01 Case Studies: Yes Bank, DHFL, and Zee Promoter Bonds

37:50 Side Pocketing and Arbitrage

49:12 Investor Strategies and Market Timing Challenges

55:43 Conclusion and Final Thoughts

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 470075521 series 2484638
Content provided by Wizemarkets Analytics Private Limtied. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wizemarkets Analytics Private Limtied or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how your returns and experiences can be impacted by other investors' actions, including issues with inflows, outflows, cutoff timings, and NAV calculations. Specific cases like DHFL, Yes Bank, and Zee promoter bonds are examined to highlight how complexities in pooled vehicles can affect investment decisions. Additionally, the episode provides insights on how to navigate these challenges and the importance of understanding the nature of pooled investments.

00:00 Introduction

00:43 Understanding Mutual Funds and Pooled Vehicles

02:43 Complexities of Pooled Vehicles

07:43 Impact of Inflows on Fund Composition

13:18 Challenges with Outflows and Debt Funds

20:00 Timing Issues and NAV Calculations

29:04 ETFs vs Mutual Funds: Arbitrage and Market Behavior

33:01 Case Studies: Yes Bank, DHFL, and Zee Promoter Bonds

37:50 Side Pocketing and Arbitrage

49:12 Investor Strategies and Market Timing Challenges

55:43 Conclusion and Final Thoughts

  continue reading

92 episodes

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