Types of Mutual Funds Explained I Equity Mutual Fund Categories Explained | Kirtan Shah CFP

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  • Опубликовано: 3 дек 2024

Комментарии • 52

  • @Tausifsiddiqui
    @Tausifsiddiqui 2 месяца назад

    I have shared this videos to my friends and asked them to subscribe too❤ Thanks for so much value Kirtan. Wish you all the success.

  • @ishaankhare239
    @ishaankhare239 11 месяцев назад +1

    Such an amazing video! Great work please keep posting!

    • @fpaedutech
      @fpaedutech  11 месяцев назад

      Thank you so much. Glad you found it useful

  • @morningstar2452
    @morningstar2452 9 месяцев назад

    very simple way you explained. the way you teach us it's really very easy to understand common people. thank you and God bless you. I got more value from your videos.

  • @satishkoumarr6455
    @satishkoumarr6455 7 месяцев назад

    Thanks for posting this video. As a first time investor this will help me a lot

  • @palanivelm2324
    @palanivelm2324 4 месяца назад +1

    Good information.

  • @madankulkarni1715
    @madankulkarni1715 Год назад +2

    Your passion to see common retailers more financially well informed will ensure a marked shift from FD segment & youngsters make wealth as they progress with income.
    My take: For 5years FD people ELSS would be better option than flexi. Their record show reliable rolling return consistancy with good captive raito. Pl share your expert views for benefit of viewers. PP tax saver ( though 2019 inception) are worth discussing in this catagory.

    • @fpaedutech
      @fpaedutech  Год назад

      Agree. ELSS is superior just that they have to know that ELSS is equity and hence comparing directly with FD may be theoretically wrong

  • @subodhkumarsharma4669
    @subodhkumarsharma4669 5 месяцев назад

    Really good information!
    Please keep it up.
    Regards

  • @shreebalajisampath
    @shreebalajisampath 10 месяцев назад +1

    Very clear explanation. Very knowledgeable. Very useful information about mutual funds.

    • @fpaedutech
      @fpaedutech  10 месяцев назад

      Thank you so much

  • @ajaysmadan
    @ajaysmadan Год назад +1

    Concise explanation and well understood..waiting for the next one

  • @visionary4635
    @visionary4635 10 месяцев назад

    I started with treat good with ur money but after driving deep into it. I got to know that, being millionaire is 60% about luck and 40% about gaining knowledge

  • @RahulDutta927
    @RahulDutta927 Месяц назад

    Thank you 🙏

  • @hussainhussain-kz9hz
    @hussainhussain-kz9hz Год назад +1

    Shukra huzur ❤

  • @tejindersethi2723
    @tejindersethi2723 11 месяцев назад +1

    Very informative.

  • @deepalisharma7285
    @deepalisharma7285 Год назад +1

    Great sir 👏

  • @dr.riteshchhabra3611
    @dr.riteshchhabra3611 10 месяцев назад

    Hi Kirtan..Thanks for the excellent initiative to educate investors through this mutual fund series..Subscribed..Just want to know your view about SBI contra fund as it is currently behaving more like well diversified multicap rathen than flexi cap according to allocation..

  • @akumar234
    @akumar234 Год назад +2

    Sir, the macroeconomic videos are also to be continued.

    • @fpaedutech
      @fpaedutech  Год назад

      We will. I am so glad you'll like it :)

  • @viswanathanravi9615
    @viswanathanravi9615 7 месяцев назад

    Namaste ji . Am 67 yrs now . Very beautifully explained . I have been investing (30K/Month)since 15 years through a adviser, Reasonably good but not satisfied . . But from Covid he desertedme and did not help me . Presently am continuing what i have. Now i want to invest in a few more MF . Would like to understand how to choose a Mutual Fund To invest ?? Where to invest a lumpsum income and take it back when needed .?? Will be thankful to you if you can guide me .

  • @haneshnarang
    @haneshnarang 6 месяцев назад

    Very good content. keep it up. But, please be careful. Guys like Akshat & Wanchoo were also good in the beginning, till they got too cocky.🤣🤣🤣

  • @TECHNICALQUERY
    @TECHNICALQUERY Год назад +1

    One question I have is most mutual funds are handled by big companies like nippon M.O. etc these mutual fund shows like 30* to 40% Annualised growth since these are handled by very experience people what's the high risk factor in these mutual fund sunce the managers are always able keep these mutual fund in balance

    • @fpaedutech
      @fpaedutech  Год назад

      The returns are not constant. Today the markets look good & so does your portfolio. Returns come with volatility.

  • @vineeshp6
    @vineeshp6 4 месяца назад

    Sir, Hybrid and balanced advantage funds come under which category

    • @satish918
      @satish918 Месяц назад

      All types of Hybrid Funds, including Balanced Advantage, are explained very nicely in the video titled as "What are Hybrid Mutual Funds".. Look under the Playlist named "Mutual Funds" in this channel FP Academy.

  • @AMANSHAH-h5w
    @AMANSHAH-h5w Год назад

    Very well explained!!

  • @rameshpunhani5681
    @rameshpunhani5681 10 месяцев назад

    Kirtan ji, very nice and kniwleageable subject. Pl advice today's PE ratio is very high, how we can invest or wait for some more time

    • @fpaedutech
      @fpaedutech  10 месяцев назад

      Invest 50% and do STP of the remaining 50%, if market falls, what ever is pending from the 50% in liquid, transfer to equity at that time

  • @sureshmahavirvarma
    @sureshmahavirvarma Год назад +1

    Lets say we shortlist a small cap mutual fund category.
    Can you also create a video on how to pick which small cap fund to invest in? Thanks for the video

    • @fpaedutech
      @fpaedutech  Год назад

      That’s what I will be doing in the future videos. Stay tuned, subscribe and click the bell to receive a notification

  • @AnujNeogi-ih2db
    @AnujNeogi-ih2db 11 месяцев назад

    Sir sir sir can I choose Large and Midcap fund instead of a single Large cap fund or Midcap fund ???

    • @fpaedutech
      @fpaedutech  11 месяцев назад

      A large + Mid May not be able to replace Large & Mid separately

    • @AnujNeogi-ih2db
      @AnujNeogi-ih2db 11 месяцев назад

      Then what funds should I choose ? (I have a small cap separately for growth purpose)

  • @subodhkumarsharma4669
    @subodhkumarsharma4669 5 месяцев назад

    Please educate on Agressive Hybrid and Balance Advantage funds also.

    • @satish918
      @satish918 Месяц назад

      Aggressive Hybrid and Balanced Advantage are explained very nicely in the video titled as "What are Hybrid Mutual Funds".. Look under the Playlist named "Mutual Funds" in this channel FP Academy.

  • @atulyewle2347
    @atulyewle2347 Год назад +2

    Sir nice &valuable video but as possible use in Hindi language.

    • @fpaedutech
      @fpaedutech  Год назад

      Sure will use Hindi as well

    • @satish918
      @satish918 Месяц назад

      ​@@fpaedutechPlease create SEPARATE video series in English and Hindi, perhaps organized under different playlists... "Hybrid" category may work well in mutual funds, but Hybrid language (a.k.a."Hinglish") is NOT suitable for videos on the serious topics covered in this channel.. Thank you.

  • @Tanushritanushri-v6e
    @Tanushritanushri-v6e 11 месяцев назад

    HDFC Mid and small cap fund have large cap 38%,while mid cap is only 29% so how do we decide that it's actually as per the definition?

    • @fpaedutech
      @fpaedutech  11 месяцев назад

      They need to have 65% mid in a Midcap and 65% small in a small cap like mentioned in the video. Please recheck your number

  • @satisfiedbuddy457
    @satisfiedbuddy457 Год назад

    My age is 23, i want to invest 10k/month in index fund ,flexi cap nd small cap mutual funds , so how to divide this 10k into mutual funds??
    How much % should i invest in small cap index nd flexi??

    • @AnujNeogi-ih2db
      @AnujNeogi-ih2db 10 месяцев назад

      4k flexi, 3k mid, 3k small no index as total amount is very less just 10k and you r young

  • @AshokChaudhary-v3g
    @AshokChaudhary-v3g 7 месяцев назад

    Sir, my name is Rohan. I recently started investing last month. Though it's a bit late, I've invested in Nippon Large Cap 5k, PP Flexi 5k, HDFC Balance Advantage 5k, and Nippon India Multi 2k. I need one more SIP for 4k. Could you please suggest a fund name? Additionally, I'm considering investing a lump sum of 2 lakh in HDFC Balance Advantage. My investment horizon is 8 years, aiming for 40 to 45 lakh. Could you advise if my chosen funds are suitable for me.

  • @sanpra1981
    @sanpra1981 Год назад

    Have u excel for MF investment tracker

    • @fpaedutech
      @fpaedutech  Год назад

      In this series over the course of the 15 videos we will teach you how to do it. There is no short cut

  • @siddhantgunjal4422
    @siddhantgunjal4422 Год назад

    Please suggest a good strategy or a portfolio of mfs for people in their 20's ..
    And also please suggest what should be the allocation to each mf.

    • @fpaedutech
      @fpaedutech  Год назад +1

      Thats the intent to teach over the next 10 odd videos. do subscribe to the channel & stay tuned to the other videos in this series