Here are my picks please suggest if any changes required: Motilal oswal - mid cap fund HDFC - large and mid cap fund ICICI - gold KOTAK - equity opportunity fund NIPPON - multi cap fund INVESCO - multi cap fund Quant - value fund FM - flexi cap fund
My Portfolio Large cap - NIFTY 50 & NIFTY NEXT 50 Index Midcap- Motilal oswal Midcap Small cap- Bandan, Invesco, Quant Flexi- Parag parikh US- Motilal Oswal Nasdaq fof
Here is my view 1) Large cap - Parag Parikh Flexicap (it has 78% large cap exposure) and UTI Nifty 50 Value 20 fund 2) Large and Midcap - don't buy 3) Flexi Cap - JM Flexicap 4) Multi Cap - Nippon, Mahindra 5) Midcap - Invesco, Motilal 6) Smallcap - Bandhan, Tata 7) Smart Beta -UTI Nifty 200 Momentum 30 Index 8) Value - SBI Contra fund, ICICI Prudential Value discovery fund 9) ELSS - Motilal Oswal
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
This is definitely worth considering! Do you have any recommendations for professionals or advisors I could speak with? I really need help with proper portfolio allocation.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Judith B Richards” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon. Thanks for sharing
It is indeed a good decision if the fund manger has deviated from the mission for which you have selected the fund. Do not change it based on one year's bad performance. Also please check who the "expert" is and whether the claim is backed by statistical data?
Here are my picks - Large cap - no active funds recommended. Go for index fund like uti nifty50 index Flexi cap - Parag Parikh, HDFC, Quant Large and mid - Invesco Multi cap - Quant, Nippon, Kotak Midcap - Kotak, Edelweiss, Nippon Small cap - SBI, Tata, Invesco
Here are my picks please suggest if any changes required:
Motilal oswal - mid cap fund
HDFC - large and mid cap fund
ICICI - gold
KOTAK - equity opportunity fund
NIPPON - multi cap fund
INVESCO - multi cap fund
Quant - value fund
FM - flexi cap fund
awesome Feroz Azeez. so bluntly and candidly named fund managers who destructed value. and I'll watchlist SBI infrastructure
My Portfolio
Large cap - NIFTY 50 & NIFTY NEXT 50 Index
Midcap- Motilal oswal Midcap
Small cap- Bandan, Invesco, Quant
Flexi- Parag parikh
US- Motilal Oswal Nasdaq fof
Can you recommend on hybrid funds
Here is my view
1) Large cap - Parag Parikh Flexicap (it has 78% large cap exposure) and UTI Nifty 50 Value 20 fund
2) Large and Midcap - don't buy
3) Flexi Cap - JM Flexicap
4) Multi Cap - Nippon, Mahindra
5) Midcap - Invesco, Motilal
6) Smallcap - Bandhan, Tata
7) Smart Beta -UTI Nifty 200 Momentum 30 Index
8) Value - SBI Contra fund, ICICI Prudential Value discovery fund
9) ELSS - Motilal Oswal
Large and midcap have historically made more returns than multicap index , largecap index , flexi cap index and small cap index
Your views shows you started investing recently looking at 1 yr data 😅
JM & Motilal lol 😂
@@jishnu18 investing in Motilal for 21 months now. Check the returns. Also I don't buy and hold the same fund for 20 years like old uncles
Best pick a growth ETF- the vast majority of fund managers can’t beat the SP500 index funds
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
This is definitely worth considering! Do you have any recommendations for professionals or advisors I could speak with? I really need help with proper portfolio allocation.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Judith B Richards” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon. Thanks for sharing
This man Mr Azeez has the audacity to recommend a Quant MF Fund even after knowing that Mr Tandon is the biggest fraud in mutual funds history
Is it a good decision to change fund every year based on expert advice.
Noooooooooo
Absolutely no
It is indeed a good decision if the fund manger has deviated from the mission for which you have selected the fund. Do not change it based on one year's bad performance. Also please check who the "expert" is and whether the claim is backed by statistical data?
Here are my picks -
Large cap - no active funds recommended. Go for index fund like uti nifty50 index
Flexi cap - Parag Parikh, HDFC, Quant
Large and mid - Invesco
Multi cap - Quant, Nippon, Kotak
Midcap - Kotak, Edelweiss, Nippon
Small cap - SBI, Tata, Invesco
I want to invest 10laks lumsum in Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth is good to invest or not...?