5 Mutual Funds you must have in your portfolio
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- Опубликовано: 28 сен 2024
- Confused between various types of mutual funds? Wondering which ones should you invest in?
Listen to what Dhirendra Kumar has to say.
For a more detailed explanation, watch this episode of Investors' Hangout:
• 5 Mutual Funds you mus...
The title of this video doesn't match the script! Please revise
(To explicate, a short-term debt fund can never be a must-have in the portfolio. One can do a FD for that)
Debt fund yield are similar to FD in taxation and returns. FD can be liquidated easily and has no risk. So better keep FD if you want money within 3-5 years.
Yah aadmi hamesa gol gol ghuma kar bat karta hai. Kabhi bhi sidha answer nahi deta hai. Bahut talented hai !!
बिलकूल सही बोला भाई.
सीधी बात,नो बकवास,ऐसे लोग चाहिये.इनको तो मैं ignore करता हूं.
Yeh bakwaas aur bekar aadmi hai
Boycott this man.
Jalebi banata hai
😂😂😂
No doubt, one of the best ways to grow and save your money is through investing. You don't need a fortune to get started. Even a small amount can turn into millions if you invest wisely. I wasn't financially free until my 40s, and I'm still in my 40s, but I've already purchased my second house, enjoy a monthly passive income, and achieved 4 out of 5 of my financial goals. I hope this inspires someone to realize that it's never too late to start, regardless of your age. You can begin investing today and change your future! Investing has been a life-changing decision for me
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Which will be best Motilal Oswal MidCap vs Quant MidCap ??
Investment horizon = 15 years
Risk appetite = Moderate Risk
Please suggest staring new investment 🙏
Make videos for regular investors:
1. Retired people
2. Salried people.
3. Business men
4. Self employed
Hdfc bal adv fund has given consistent return. But is said to high risk funds. Should retired persons continue with hdfc bal adv type of funds?
Tell me the right fund, I can invest for 10 years. I haven't seen ups and downs and don't have time from current job, I want to leverage your expertise, that's why came your vedios
Choosing a MF is as confusing as choosing an Ice Cream.
So when in doubt just choose a Vanilla flavour ( Nifty 50, Direct plan, Growth option Index fund)
Listening to him since 20 years. He only talks philosophically and doesn’t talk about individual fund.
This type of questions are feeding him, even he doesn't know anything
Name some valued funds..
Out performing fund in my portfolio PPF ❤
I have invested sip of 2500 for 15yrs in hybrid fund.is it correct
Ok sir 😊
If someone can help me then please do
I want to do lump sum of 2 lakh I haven’t invested yet am 20 now and these are only saving for me I am not gonna do any sip for now would do after few years so how do I diversify my portfolio
Quant small cap -15k
Parag Parikh flexi -
Motilal mid cap-
ICICI Nasdaq-
ICICI bluechip -
HDFC Sensex direct-
Are these enough for my portfolio and help me to do investment allocation in these funds
how many Index Funds should i hold ?
1 for each category
1
Sir BEST mutual fund Screener chart app
Sir great explanation as always... Thanks
Always welcome. Keep watching!!
@@ValueResearchvideohow are you?
for swp ?? for regular income 6% per annum?? for long term
Pls give an interview for cricket commentary
Is it applicable in Canada also sir?
Thanks ❤❤
You're welcome 😊
There is a recommendation on HDFC DEFENCE FUND NFO for both lumpsump and SIP due to very first unique defence fund category and theme and fund can give double digit returns in 3-5 years goals.
Would you suggest to invest ?
It's really good fund, you got the right suggestion 😊
What about small cap direct equity funds?
Index fund bhi bol dete
Bhai Sahab Dilli ke bhayankar garmi mein bhi sweater mein rehte hai
Please check the date of the video. It's January 2023 😊
😇😇😇😇😇
Main baat yahi haai ki,
Jaha man kare waha invest kardo 😂😂😂😂😂
A gaya mahagyani Gyan batne.
All my funds are performing good except Parag Parikh 😅
What funds have you invested in?
Maybe you invested in that fund when the market was at the peaks
Parag Parikh flexicap is just refusing to perform but continue to remain as a Best Buy by VR
@@jeyaramg2142 I have bought PPFAS when it was first introduced. The tortoise is true. Stay invested and you will see the magic. Be patient
Muje agar ajj se monthly investment karna ho to kis me kar sakte hu ?
wow you r nice 5 mutual fund portfolio..... 😂😂😂
Russian bola uncle
Are you testing your English speaking ability here, let me remind here your subject is funds name😂
Bakwas misleading video
If you don't have guts to say the fund nane please make recipe videos
😂😂
Yes thats correct. Stupid video
😂😂😂😂😂😂
Sucu an amateur comment!
True😂😂😂
So till end no youtuber is going to say what MF they invested in ? Either they evaluate a fund or advertise a fund, but mostly they dont say which MF they have invested and its returns
UTI NIFTY 50 Index Fund
@@ashwarya26 Thank you. I thought SMALLCAPS are better for long run and has edge slightly higher than Index returns for 10yr or higher. IS UTI Nifty50 index fund better than Axis or SBI Nifty index or Edelweiss
@@the-random-earthcollection9263in the long run small caps and midcap funds are the best
Ye Buddha hamesha ghum firke answer deta hai
Always. No answer to the question posed
Yes, you youngsters want to earn without working and hardship.you will understand what he is trying to say is an answer without any violation of ethics (the basis of finance)
😂😂😂
Shatiya gaya hai
As per data shows presently growth of SBI Automotive Opportunities Fund in good direction
Clickbait. This man is crap
I'm 25, I have a Roth IRA, & a brokerage. I have QQQM in them both. I'm considering adding in VOO & SCHD. But also 1 mutual fund. I'm going to do research but if anyone knows the best one LONG TERM, drop it down in the comments.
Thank ya!
Why your thumbnail says something else
Give me right funds sir, i wanted to invest for 10 years
Nifty large and Midcap 250 index fund by Zerodha...
And also go for Edelweiss fund for low cost index funds 🔥🔥
@@Manishshriyan
Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and have enough patience to get high returns in a long period.
I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage.
1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 10% Allocation (0.05% ER)
2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
These are my 5 Definite Index/active mutual Funds which I will start, once I opt to invest.
So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation.
Investing method will be completely in step up SIP and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options.
So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this)
As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even choose Index Funds over Active Mutual Funds.
Sorry for the long para, but I need some prerequisite context to convey my thought process towards my Investment Portfolio, so that you can get a glimpse of my investing style to guide me.
So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing?
And i will be pretty happy if my portfolio has a CAGR anything above 12% in the long run.
Can you share your valuable thoughts over my vision and correct me if I'm wrong?
Thanks in advance♥
Very poor copied contribution from someone expected to be different
Main bhi exam me ese he jawab deta tha or ab berojgar hu
When you don't know how to answer the question. Please tell masala story 😂
Looks like you just want free advise and don't want to pay for anything
@@vgupta4760 Nothing is free. I invested my time on this cringe video. i don't want to pay for empty brains advice.
Ager 400000 lac rs invest karne ho to kanha karein?
He's a trickster
No equity fund
Please speak hindi sir you dub video
Please check out our Hindi channel - youtube.com/@Dhanak_valueresearch
❤❤
After doing research for almost 2 years , I have come to know that 2 type mutual funds are best.
No. 1. Momentum Funds(Like nifty 200 momentum 30)
No. 2. Value Funds(
ICICI Prudential Value Discovery Fund)
Value it varies but momentum is ok
I have both of them in my portfolio and they give good returns
For no 2 you have mention name icici but for no1 please suggest ?
Momentum funds are good in Bull market, they have larger drawdowns when market turns sour
Nifty 200 alpha 30
Really nice explanation❤
Thanks a lot 😊