Sir, you explain every aspect in such a easy and nice way. I like your simplicity. I just want to know the exact difference between Hybrid Aggressive fund and Balanced Advantage fund. In balanced advantage, Fund Manager keeps changing the allocation between equity fund to debt fund as per market conditions. This will make it a debt fund if fund becomes debt heavy and thus tax structure might change from equity to debt fund structure. Thus, which is better for investment for SWP and why.
As per me, following combination of Mutual Funds may be best - from Diversification of Fund House, Diversification of Company Capital and Diversification of Tex Liability - point of view.... 1. One Large Cap fund on your name 2. One Mid Cap fund on your spouse name 3. One Small Cap fund on your child name 4. One Balance Advantage fund on your name 5. One Multi Cap fund on your spouse name 6. One Flexi Cap fund on your child name... Take all funds from different fund house...
Sir SWP me investment ka kya process hai ? If someone have 30 lakh investment how to invest I mean shall I invest at once in any balance advantage fund or based on market Dip i should wait and then invest when index is 10 percent lower
Sir आपका suggestion बहुत अच्छे लगते हैं अगर कोई sip चल रही है और market high पर है तो क्या थोडा redeem कर सकते हैं और amount sip में adjust कर दे तो क्या pahrak पड़ेगा
My investment 1. axis small cap direct fund -2000 2.parag Parikh flexi cap Direct fund- 2000 3.icici pre. Technology direct fund -1000 4. Motilal Oswal Nasdaq 100 FOF -1000 Shoul I change anything
Sir ji . Mera name hassan hai . Mera question hai please reply. Nifty bees 50 etf Nifty mid 150 bees etf Hdfc sml 250 etf Motilal oswal Nasdeq 100 etf Kya in mey sip chalu kar sakte hai ? Aur answer yes hai toh kitna Percentage kar sakte hai ..25 year ka invest ka plan hai sir ji please next video mey ans Dey Thanks 🙏.
Sir ji . Mera name hassan hai . Mera question hai please answer dey jald sey jald. please Nifty bees 50 etf Nifty mid 150 bees etf Hdfc sml 250 etf Motilal oswal Nasdeq 100 etf Kya in mey sip chalu kar sakte hai ? Aur answer yes hai toh kitna kitna % kar sakte hai ..25 year ka invest ka plan hai sir ji please next video mey ans Dey 🙏.
नमस्कार Sir, मेरे portfolio में HDFC midcap opportunities direct plan growth fund है जिसकी SIP 6 साल से बंद है और HDFC corporate bond direct plan growth fund है जिसकी SIP 3 साल से बंद है । अब अगर मैं corporate bond fund से midcap opportunities fund में STP शुरू करूं तो क्या ये सही होगा ? कृपया सुझाव दें। धन्यवाद । Ghanshyam Bisht
Mr. Pankaj, Need your advice: I am planning to add one more small cap mutual fund in my portfolio, I already have Quant small cap MF, was confused to pick an active or index fund. Should I pick another active fund or select Nifty Smallcap 250 index fund or Nifty small cap 50 index fund? In case index please suggest some good smallcap index funds with less tracking error.
PankJ sir, please about the discussion of NIFTY 50 VALUE 20 Index funds it is a good time with longer time horizon. For wealth creation scope or not. Thanks again sir.
Sir Kindly check and advise for any changes in my portfolio.I have already opted Step up SIP from last year. 1.Parag Parikh FlexiCap Rs4000/ 2.ABSL Digital India Rs2000/- 3.Nippon India Small cap Rs1500/- 4.Quant Small Cap Rs3000/- 5.Tata Digital Find Rs2000/- 6.SBI retirement benefit Agressive Rs1000/- 7.Axis Bluechip Fund Direct Rs.1500/- 8.Icici Pru Infrastructure Rs 2000/- 9.Icici Pru Nasdaq 100 fund Rs 1000/- 10.Motilal Oswal Midcap Rs 2000/- Total 10 SIP with Rs 20000/month With regards
Question Sir: What is the best option to invest, please share your view? )HDFC Balance Advantage ICDW-Direct (Getting low monthly IDCW Amount) Or ) HDFC Balance Advantage ICDW-Regular (getting more amount monthly becoz of low NAV then Direct) I am investing in IDCW-Regular, so please share your suggestions. Thank You Very Much Sir
Sir 20year investment planning please sajest this fund, what corpas this fund 20year for retirement Tata small cap fund 2k Parag Parikh flaxi cap fund 2k
Sir जी जब भी निफ़्टी मंथली RSI 70 या 70 ऊपर जाये तो निवेश का 30 प्रतिसत इक्विटी ओर 70 प्रतिसत गोल्ड मैं होना चाहिए और जब RSI 40 के नीचे आये तो 70 प्रतिसत इक्विटी ओर 30 प्रतिसत गोल्ड मैं होना चाहिए तो लॉन्ग टर्म SAFTY के साथ 18 से 25 का CAGR आसानी से मिल सकता हैं।
Namashkar. I am 60 years old. Wish to start investing one Lakh per month through SIP. Horizon is 5 years and goal is to grow wealth as much as possible without compromising the safety of funds. The planned portfolio is as follows :- 1. HDFC Bal Adv 50% 2. Parag parikh flexicap 20% 3. HDFC large & midcap 10% 4. ICICI large & midcap 10% 5. SBI Contra 10% Please assess and advise. Warm Regards.
Sir maine Sbi small cap 1000 sip Sbi contra fund 1000 sip Sbi midcap fund 1000 sip & Sbi midcap 50000 lumpsum Sbi contra 50000 lumpsum Quant small cap 50000 lumpsum Parag parikh flexi cap 50000 lumsum & Sir ye sab fund sahi h ya nhi guide kijiye & 2 lakh aur lumpsum krne h to wo kisme karne chahiye
Hello sir, I regularly watch your show on RUclips because I also want to start investing in mutual fund SIPs. I am 45 years old and prefer lower-risk options. My investment horizon is 10 years, with a monthly SIP range of 10k to 12k. Could you please recommend good funds for me? Thanks, Ashok Chaudhary Chandigarh
Sir my investment horizan is 15 yrs and my goal is 2 cr for retirement. Presently I am doing SIP of 30000 on following scheme. Pls suggest my investment is ok for my goal 1 Mirae large cap 5000 2 Mirae mid cap. 1500 3 Nippon small cap 5000 4 parag Parikh flexi cap 5000 5. Motilal oswal Mid and large cap 5000 6 Quant active fund. 1500 7 Canara robaco blue chip Equity fund 5000 8 SBI bluechip fund 1500 SACHIN KUMAR
Aditya Birla Sun Life genext fund rs 3000 Mahindra multicap 9000 union multicap 4000 Tata multicap2000 Nippon India small cap 1000 quont small cap 1000 Canara robeco small cap1000 Kotak small cap 1000 Mahindra large cap rs 2000 sar Mera portfolio kaisa hai is kya badalav ki jarurat hai ya thik hai...
Hello Sir My name is Meghji I regularly watch your show and I have just started Lumpsum Mutual fund investment in SBI Contra fund 1 lk and Nippon India Value fund also 1 lk time ratio is upto 10 years and now I want to do SIP monthly 10000 rupees.I am considering to do SIP 5000 Rs in Kotak Mahindra emerging market & ICICI Prudential Value discovery fund or HDFC Large & Midcap or Motilal Oswal Large & Midcap Fund if you can advise
Hello sir meri age 33 hain and mujhe actually cancer hain but mere paas abhi saving main 1 crore hain and koi dependent nhi hn mujhe every month 50000 chaiye kripya mera margdarshan kare aur koi loan bhi mere upper nahi hn
Sir please review my portfolio for long term (18Yrs) 1. HDFC Mid Cap : ₹ 5000 2. Nippon Small Cap : ₹ 3000 3. SBI Small Cap : ₹ 3000 4. Quant Small Cap : ₹ 3000 5 .Mirae Large & Mid Cap : ₹3000 6. Parag Flexi cap : ₹ 3000 7. HDFC Defence Fund : ₹ 500 Total: ₹20,500/-
Currently I am using 8 Mutual Funds and investing 1000 rupees in each Fund. Pl review my portfolio and suggest, should I continue these MFs Or need to change. I have to invest 2000 more in SIPs. Funds are- 1. Axis Blue chip Direct Fund 2. Axis Mid cap Fund direct 3. HDFC Mid cap opportunity growth fund 4. Kotak Flexicap Fund Direct Growth 5. SBI Blue Chip direct Plan 6. SBI Small Cap Fund Direct 7. Mirae Asset Emerging Growth Fund 8. Aditya Birla Sunlife frontline equity Fund
Sir pl. teview my portfolio . My Age 59. My retirement age 60 year. Icici prudental bluechip 1000/- 2- Icici prudental Multicape 1000/- 3- Icici prudental Euty & Debt 2000/= 4-Dsp top 100 Equity 300000/= lump sum 5- Quant mid cap 2000/= 6-HDFC Small cap 2000/= 7- Hdfc index fund 250000/= Lume sum 8- Aditya Birla Banking & F s fund . yadi aapki advise karne ki koi fees Hai To vah Bhi Main pay karne ko taiyar hun .
Good evening sir ji 🙏 Plz sir review my portfolio SBI small cap direct fund 2000 Axis small cap 3300 Canara small cap 1600 Quant midcap 3000 Mahindra menu life multicap 2700 Tata large and mid cap 2400 Motilal Oswal large and mid 1500 Hdfc sensex index 1000 HDFC small cap 500 Motilal Oswal large and mid or hdfc small me 4 month ho gye hai or baki sabhi fund me 14 month ho gye hai sip shuru kiye huye Plz suggest me kuch change karna hai ya nahi Target 1.5 CR in 12 13 years me 10% yearly step up
बेस्ट जानकारी सर जी
wonderful
Sir, you explain every aspect in such a easy and nice way. I like your simplicity. I just want to know the exact difference between Hybrid Aggressive fund and Balanced Advantage fund. In balanced advantage, Fund Manager keeps changing the allocation between equity fund to debt fund as per market conditions. This will make it a debt fund if fund becomes debt heavy and thus tax structure might change from equity to debt fund structure. Thus, which is better for investment for SWP and why.
Thanks you sir ji
As per me, following combination of Mutual Funds may be best - from Diversification of Fund House, Diversification of Company Capital and Diversification of Tex Liability - point of view....
1. One Large Cap fund on your name
2. One Mid Cap fund on your spouse name
3. One Small Cap fund on your child name
4. One Balance Advantage fund on your name
5. One Multi Cap fund on your spouse name
6. One Flexi Cap fund on your child name...
Take all funds from different fund house...
Sir SWP me investment ka kya process hai ? If someone have 30 lakh investment how to invest I mean shall I invest at once in any balance advantage fund or based on market Dip i should wait and then invest when index is 10 percent lower
Sir आपका suggestion बहुत अच्छे लगते हैं अगर कोई sip चल रही है और market high पर है तो क्या थोडा redeem कर सकते हैं और amount sip में adjust कर दे तो क्या pahrak पड़ेगा
Sir 5 lakh lumsum krna h 3 mf me please bataiye kisme shi rahega
My investment
1. axis small cap direct fund -2000
2.parag Parikh flexi cap Direct fund- 2000
3.icici pre. Technology direct fund -1000
4. Motilal Oswal Nasdaq 100 FOF -1000
Shoul I change anything
Sir multicap kon sa lu
Sir ji .
Mera name hassan hai .
Mera question hai please reply.
Nifty bees 50 etf
Nifty mid 150 bees etf
Hdfc sml 250 etf
Motilal oswal Nasdeq 100 etf
Kya in mey sip chalu kar sakte hai ? Aur answer yes hai toh kitna Percentage kar sakte hai ..25 year ka invest ka plan hai sir ji please next video mey ans Dey
Thanks 🙏.
Sir ji .
Mera name hassan hai .
Mera question hai please answer dey jald sey jald. please
Nifty bees 50 etf
Nifty mid 150 bees etf
Hdfc sml 250 etf
Motilal oswal Nasdeq 100 etf
Kya in mey sip chalu kar sakte hai ? Aur answer yes hai toh kitna kitna % kar sakte hai ..25 year ka invest ka plan hai sir ji please next video mey ans Dey 🙏.
नमस्कार Sir,
मेरे portfolio में HDFC midcap opportunities direct plan growth fund है जिसकी SIP 6 साल से बंद है और HDFC corporate bond direct plan growth fund है जिसकी SIP 3 साल से बंद है । अब अगर मैं corporate bond fund से midcap opportunities fund में STP शुरू करूं तो क्या ये सही होगा ? कृपया सुझाव दें।
धन्यवाद ।
Ghanshyam Bisht
Mr. Pankaj, Need your advice:
I am planning to add one more small cap mutual fund in my portfolio, I already have Quant small cap MF, was confused to pick an active or index fund. Should I pick another active fund or select Nifty Smallcap 250 index fund or Nifty small cap 50 index fund?
In case index please suggest some good smallcap index funds with less tracking error.
PGIM India midcap me nivesh jari hai usme continue koru ya motilal oswal midcap me switch koru?
PankJ sir, please about the discussion of NIFTY 50 VALUE 20 Index funds it is a good time with longer time horizon. For wealth creation scope or not. Thanks again sir.
Sir
Kindly check and advise for any changes in my portfolio.I have already opted Step up SIP from last year.
1.Parag Parikh FlexiCap Rs4000/
2.ABSL Digital India Rs2000/-
3.Nippon India Small cap Rs1500/-
4.Quant Small Cap Rs3000/-
5.Tata Digital Find Rs2000/-
6.SBI retirement benefit Agressive Rs1000/-
7.Axis Bluechip Fund Direct Rs.1500/-
8.Icici Pru Infrastructure Rs 2000/-
9.Icici Pru Nasdaq 100 fund Rs 1000/-
10.Motilal Oswal Midcap Rs 2000/-
Total 10 SIP with Rs 20000/month
With regards
Or should i consider doing SIP 5000 each in SBI Contra fund & NIppon India Value fund since i already have these two funds in my portfolio
Sir .6000 Ke sip karna chata hu for 20 years ka liya 50%Risk Lana chata hu every year 10% set up karna chata hu sir mera goal 1.5 cr
icici pre. Technology direct fund & Motilal Oswal Nasdaq 100 FOF sir इसे मे continue करू या स्टॉप
Question Sir: What is the best option to invest, please share your view?
)HDFC Balance Advantage ICDW-Direct (Getting low monthly IDCW Amount)
Or
) HDFC Balance Advantage ICDW-Regular (getting more amount monthly becoz of low NAV then Direct)
I am investing in IDCW-Regular, so please share your suggestions.
Thank You Very Much Sir
❤❤
10 lakh share market me lumpsum karna chahta hu 10 years se upar ke liye , kya karu?
Sir
20year investment planning please sajest this fund, what corpas this fund 20year for retirement
Tata small cap fund 2k
Parag Parikh flaxi cap fund 2k
Sir जी जब भी निफ़्टी मंथली RSI 70 या 70 ऊपर जाये तो निवेश का 30 प्रतिसत इक्विटी ओर 70 प्रतिसत गोल्ड मैं होना चाहिए और जब RSI 40 के नीचे आये तो 70 प्रतिसत इक्विटी ओर 30 प्रतिसत गोल्ड मैं होना चाहिए तो लॉन्ग टर्म SAFTY के साथ 18 से 25 का CAGR आसानी से मिल सकता हैं।
Namashkar.
I am 60 years old. Wish to start investing one Lakh per month through SIP. Horizon is 5 years and goal is to grow wealth as much as possible without compromising the safety of funds. The planned portfolio is as follows :-
1. HDFC Bal Adv 50%
2. Parag parikh flexicap 20%
3. HDFC large & midcap 10%
4. ICICI large & midcap 10%
5. SBI Contra 10%
Please assess and advise.
Warm Regards.
ruclips.net/video/BzWi6tiH-GE/видео.htmlsi=FecNbIfYt641DP4H
Sir maine
Sbi small cap 1000 sip
Sbi contra fund 1000 sip
Sbi midcap fund 1000 sip
&
Sbi midcap 50000 lumpsum
Sbi contra 50000 lumpsum
Quant small cap 50000 lumpsum
Parag parikh flexi cap 50000 lumsum
& Sir ye sab fund sahi h ya nhi guide kijiye & 2 lakh aur lumpsum krne h to wo kisme karne chahiye
Hello sir, I regularly watch your show on RUclips because I also want to start investing in mutual fund SIPs. I am 45 years old and prefer lower-risk options. My investment horizon is 10 years, with a monthly SIP range of 10k to 12k. Could you please recommend good funds for me?
Thanks,
Ashok Chaudhary
Chandigarh
Sir my investment horizan is 15 yrs and my goal is 2 cr for retirement. Presently I am doing SIP of 30000 on following scheme. Pls suggest my investment is ok for my goal
1 Mirae large cap 5000
2 Mirae mid cap. 1500
3 Nippon small cap 5000
4 parag Parikh flexi cap 5000
5. Motilal oswal Mid and large cap 5000
6 Quant active fund. 1500
7 Canara robaco blue chip Equity fund 5000
8 SBI bluechip fund 1500
SACHIN KUMAR
Aditya Birla Sun Life genext fund rs 3000 Mahindra multicap 9000 union multicap 4000 Tata multicap2000 Nippon India small cap 1000 quont small cap 1000 Canara robeco small cap1000 Kotak small cap 1000 Mahindra large cap rs 2000 sar Mera portfolio kaisa hai is kya badalav ki jarurat hai ya thik hai...
Hello Sir My name is Meghji I regularly watch your show and I have just started Lumpsum Mutual fund investment in SBI Contra fund 1 lk and Nippon India Value fund also 1 lk time ratio is upto 10 years and now I want to do SIP monthly 10000 rupees.I am considering to do SIP 5000 Rs in Kotak Mahindra emerging market & ICICI Prudential Value discovery fund or HDFC Large & Midcap or Motilal Oswal Large & Midcap Fund if you can advise
Hello sir meri age 33 hain and mujhe actually cancer hain but mere paas abhi saving main 1 crore hain and koi dependent nhi hn mujhe every month 50000 chaiye kripya mera margdarshan kare aur koi loan bhi mere upper nahi hn
Sir please review my portfolio for long term (18Yrs)
1. HDFC Mid Cap : ₹ 5000
2. Nippon Small Cap : ₹ 3000
3. SBI Small Cap : ₹ 3000
4. Quant Small Cap : ₹ 3000
5 .Mirae Large & Mid Cap : ₹3000
6. Parag Flexi cap : ₹ 3000
7. HDFC Defence Fund : ₹ 500
Total: ₹20,500/-
Currently I am using 8 Mutual Funds and investing 1000 rupees in each Fund.
Pl review my portfolio and suggest, should I continue these MFs Or need to change. I have to invest 2000 more in SIPs.
Funds are-
1. Axis Blue chip Direct Fund
2. Axis Mid cap Fund direct
3. HDFC Mid cap opportunity growth fund
4. Kotak Flexicap Fund Direct Growth
5. SBI Blue Chip direct Plan
6. SBI Small Cap Fund Direct
7. Mirae Asset Emerging Growth Fund
8. Aditya Birla Sunlife frontline equity Fund
Apse sawal kaise puche
sir ji me apke video 6 mahino se dekh ra hu mera nam Mahesh vitthal pawar h
Sir I am 72 yrs old retired engineer.interested lumsum of 25 laks to be invested for 8 yrs in MFS
Thx
Sir pl. teview my portfolio . My Age 59. My retirement age 60 year.
Icici prudental bluechip 1000/-
2- Icici prudental Multicape 1000/-
3- Icici prudental Euty & Debt 2000/=
4-Dsp top 100 Equity 300000/= lump sum
5- Quant mid cap 2000/=
6-HDFC Small cap 2000/=
7- Hdfc index fund 250000/= Lume sum
8- Aditya Birla Banking & F s fund .
yadi aapki advise karne ki koi fees Hai To vah Bhi Main pay karne ko taiyar hun .
Good evening sir ji 🙏
Plz sir review my portfolio
SBI small cap direct fund 2000
Axis small cap 3300
Canara small cap 1600
Quant midcap 3000
Mahindra menu life multicap 2700
Tata large and mid cap 2400
Motilal Oswal large and mid 1500
Hdfc sensex index 1000
HDFC small cap 500
Motilal Oswal large and mid or hdfc small me 4 month ho gye hai or baki sabhi fund me 14 month ho gye hai sip shuru kiye huye
Plz suggest me kuch change karna hai ya nahi
Target 1.5 CR in 12 13 years me
10% yearly step up
Sir please review my portfolio
Nippon india small cap 1000
Mahindra munu life small cap 500
HDFC mit 1000
Motilal Oswal mit cap 500 time prior 20 year
please sir mera portfolio review kijeeye 1_ canara robeco bluechip Equity on _8000. 222 9:48 you 9:56 9:58 9:59 10:00 10:04
please sir mera portfolio review kijeeye 1_ canara robeco bluechip Equity on _8000. 222 9:48 you 9:56 9:58 9:59 10:00 10:04