How many funds should you add in your portfolio? Rajeev Thakkar Answers!
In this video, Rajeev Thakkar explains how diversification in mutual funds works and why most investors do not need too many schemes. He breaks down why a single mutual fund already holds 30 to 35 stocks, giving you instant diversification. Rajeev also shares the ideal number of mutual funds you should hold and when it makes more sense to choose index funds instead of buying multiple active funds. If you want to build a simple and effective mutual fund portfolio and avoid over-diversification, this video will guide you with clear and practical insights. About the podcast In this episode of The Net Worth Show, we sit down with Rajeev Thakkar, CIO and Director at PPFAS Asset Management, to break down the fundamentals of investing in India. He explains how to build long term wealth through simple frameworks, stock selection rules, asset allocation, and disciplined investing. We also cover his views on equity markets, mutual funds, IPOs, US investing, and sector trends for 2026. ðïļAbout the Guest Rajeev Thakkar is the CIO and Director at PPFAS Asset Management and the fund manager of the Parag Parikh Flexi Cap Fund, one of Indiaâs largest equity mutual funds. With more than 30 years of capital market experience, he helped launch the AMC and its flagship scheme in 2013 and has guided it to an AUM of about 1.43 lakh crore rupees. He follows a value investing approach and is a CFA charterholder, Chartered Accountant and Cost Accountant. ðĄHere's what we spoke about Themes and sectors to watch for 2026 How PPFAS builds its strategy and makes contrarian decisions How investors can avoid fear-based and impulsive decisions How to select the right stocks and mutual funds Red flags in small-cap and mid-cap companies His view on Indiaâs IPO market Lessons from Charlie Munger, Warren Buffett, and Benjamin Graham His personal process to analyse companies This episode is filled with practical insights on Indiaâs economy, stock market basics, and long-term wealth creation. A must-watch for anyone interested in investing, mutual funds, and financial planning. ð Donât forget to like, share, and subscribe for more videos on personal finance, mutual funds, and investing in India. #MutualFundsIndia #SIPInvestment #StockMarketIndia #RetirementPlanning #BestMutualFunds #InvestingTips #PPFAS #ParagParikhFlexiCap #RajeevThakkar