Lumpsum Investment in Mutual Funds I Best Time For Lumpsum in Mutual Funds I STP I SIP I LUMPSUM I
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- Опубликовано: 8 сен 2024
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BEST MUTUAL FUND PORTFOLIO l PORTFOLIO REVIEW OF 3 UNIQUE PORTFOLIOS I MUTUAL FUNDS I HINDI I
In this video on you will get to know the process of investing lumpsum in mutual funds.
You will also get the answer of following questions :
Is it good to invest lumpsum in mutual funds ?
How much lump sum can I invest in mutual funds ?
Which mutual fund is best for lumpsum investment 2021 ?
Which type of mutual fund is best for lumpsum investment ?
SIP VS STP VS LUMPSUM Investment in equity and debt mutual funds
#Lumpsump #mutualfunds #Sip #Stp
#phronesisinvestoracademy #mutualfund #dharmendrasingh
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Mr. Dharmendra Kumar Singh is an AMFI Registered Mutual Fund Distributor.
Education: Mr. Singh is an Engineering Graduate and has done PGDM from K J Somaiya, Mumbai.
Experience: He has more than 16 Years of experience in Financial markets. He has worked in top Indian and foreign Banks and companies like Citibank, HDFC Bank, ICICI Bank and Darashaw & Co.Pvt.Ltd. in their respective investment advisory and wealth management teams.
Certifications :
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
NISM Series X-B: Investment Adviser (Level 2) Certification Examination
NISM-Series-XV: Research Analyst Certification Examination
NISM - Series - XXI - A : Portfolio Management Services (PMS) Distributors Certification
Certificate Course in Foreign Exchange (Indian Institute of Banking & Finance)
Licentiate Examination of the Insurance Institute of India
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👉 Disclaimer ►
Information provided in this video is for educational purpose only. It is not intended to be taken as any financial or any other type of advice. These are not any recommendations for any mutual funds or stocks or any other investment and are meant only for educational purposes.
The following Video is based on research from various websites, books etc., and may include opinions of one or more persons who may not necessarily be a part of the Phronesis Investor Academy team. Dharmendra Kumar Singh and Phronesis Investor Academy team do not accept any responsibility or liability for the accuracy, content, completeness, legality or reliability of the information given in this video.
Mr. Dharmendra Kumar Singh is an AMFI-Registered Mutual Fund Distributor.
Stocks & Mutual funds investment are subject to market risk. Please read all scheme related documents carefully before investing.
Kindly seek advice from your investment adviser before investing. User discretion advised.
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Thankyou sir for highlighting the ideal investment returns. I am taking a 15 year horizon and was expecting a 22-23 % returns with slightly more aggressive portfolio. But now, I'm taking into account market volatility and a fact that market may not respond the same in upcoming years.
Appreciate your comments on today's market situation for our knowledg improvement on the topic
Thank you and always welcome🙂
When sensex was 50,000; people were asking life time high. Whether it wl fall to 40000?
So, go on making investment
Thank u sir,, your videos gives me good learning about mutual fund,, I always recommend your videos to my relatives , friends,,
Thanks a lot and always welcome 🙂
Review Two funds for sip and share your thoughts and point of view....
1. Mirrae asset X sip Artificial intelligence fof etf
2. Motilal oswal Nasdaq 100 fund
For long term sip
Sir thankyou for reviewing my portfolio.🙏
Always Welcome 🙂
For lumpsum investment, one needs to start STP for that it requires to invest first in liquid fund. Then after how much time of investment in liquid fund STP to equity fund to be started.
Sir, if you could share your views on the SBI LONG TERM EQUITY FUND...??
Thank you sir...
Always welcome 🙂
4 जून जैसी गिरावट में निवेश जा फ़ायदा लेना है तो mutual फण्ड के बजाय ETF में करे।
मैंने तो उस दिन lumpsum किया, अब तक 7-8 परसेंट gain कर चुका हूँ
Sir, thank you for valuable support.
Always welcome 🙂
4 jun ko kar ke koi faida nahi huwa 5 jun ka nav mela hai sale log paise chor hai amc 😢😢😢😢
My age 28 , investment time 20+ year aim rs 1.5 cr
Sbi hybrid:4.5lakh +7k
Sbi small cap:5k sip
Sbi psu:3lakh
Sbi contra :1lakh
Quant mid cap:1lkh
Nippon small cap:1lkh
Very informative.How to invest in these stocks through mutual fund route ?
Im aware the HDFC has thematic defence category but how about Railways?
Very informative. Sir, how to make lumpsum in staggered manner. Pls explain the process.
Thanks, will try to cover this topic in a video 🙂
Sir, I am a regular viewer. My age is 36 years. My investment horizon is 10-15 years. Should I exit HDFC Balance Advantage fund and go to another pure equity fund? Please review my portfolio. My portfolio is
1. Quant flexi cap :3000,
2. HDFC Balance Advantage fund : 2000,
3. Tata Small Cap : Rs 2000,
4. Nippon Large Cap fund: Rs 3000 ,
5. Nippon Small Cap fund: Rs 1000,
6. Motilal Oswal midcap fund: Rs 2000.
7. PPF: Rs 5000 per month
8. NPS: approx 20-22 k per month with 50% my share and 50% by employer
Is there any change required? Please suggest.
Lumsum sahi hai. All time high but continue your investment.
Recently came across yoyr videos and indeed have begun to like them. Appreciate inputs you give with names of funds and not just general guidelines. Very quality information you provide 😊 👌
A qts - If a fund in which money is invested for long term, is not performing good but say average, and corpus accumulated is significant, then is it advised money be withdrawn from that fund and distributed elsewhere? And will this not create tax implications and affecting gains made or future target? What kind of action or actions be taken in such case?
Thanks a lot, will try to answer in the next query related video. 🙂
Sir please review kijiye or guide kijiye.
Age- 32, investment horizon- 15-20 years, return expectations- 15%
Sip- 21,000/month + lumsum in market fall
Parag Parikh flexi cap- 5000
Motilal oswal midcap- 5000
Nippon small cap- 4000
Quant small cap- 4000
Axis small cap- 3000
SIP ko badha kar 40,000 karna hai. Kisme kitna karu ya naya fund add kru?
Top amc के फंड्स में ही निवेश करना चाहिए
1 sbi
2 uti
3 lic
4 hdfc
5 icici
6 nippon
Goodsuggestion
Thank you 🙂
Pls inform if lumpsum currently is advisable into multicap and hybrid funds?
its depends on for how many years you want to invest. For more than 10 years, anytime you can invest. But if the time period is 7 years or less then better to go for Balanced or Hybrid fund.
Sir pls discuss about investing in Mutual fund through different online platforms like Grow, Upstox etc. Advantages, disadvantages etc
Will soon publish a detailed video on this topic 🙂
@@PhronesisInvestorAcademy thank you so much
What about investing in NIFTY 50 Index Fund ?
Sir my age is 37
1 lakh lumpsum karna hai 50k 4 june ko kr diya .rest amount kab kru??.
and plz review my portfolio and any suggestions..????
BOI small cap 10k, Quant small cap 10k, Motilal Oswal mid cap 10k,Hdfc midcap10k
Quant flexy cap 5k, Aditya Birla PSU 5K.
May I request to publish Mid cap fund video.
Very nice video
Thanks a lot 🙂
Any tips for a senior citizen investment
Hi please review my portfolio, age 28, risk- moderate, Investment 8-10 years( sip till 4 years, after hold) started this month.
Sbi nifty 50 - 15k sip
Sbi elss long term e fund - 15k sip
Parag p flexi cap - 20k sip
Icici pru nifty mid cap 150 - 35k sip
Sbi small cap - 15k sip
Please review my portfolio.
Investment horizon 10 years.
My portfolio:
Hdfc large mid cap
Quant mid cap
Nippon india small cap
Kotak multicap
My wife portfolio:
Hdfc small cap
Motilal Oswal mid cap
SBI large mid cap
Nippon multi cap
Each fund 2500 per month sip.
Wish to step up 10 percentage every year.
Good evening sir
Nifty 50 vs nifty 50 equal weight index fund which is best for return
Nifty 50 is better because it has lower expense ratio and its the same thing
Sir what about the defence fund...
We have already published a detailed video on defence fund
Sir, is there any problem investing in mutual fund monthly as a lumpsum instead of SIP?(For future & Tax)
Small amount every month as Lumpsum instead of SIP is ok
@@PhronesisInvestorAcademy Thank you
Nice
Thank You 🙂
Sir modi 3.0 govt me ...infra , PSU , Defence sector wale mf me invest karna sahi rahega kya ?
Please watch our last week's video on stocks. You will get complete details.
@@PhronesisInvestorAcademy i am not talking about stocks i am talking about mf for infra , psu , defense
First viewer and first like!
🙂🎉
Uncle thoda Chhota video banao,
Sir i want to invest 5 lakh in mutual fund in large cap, mid cap, small cap and flexi cap. Should I invest the entire 5 lakhs immediately, or should I keep some money in a bank FD, so that when the market correction occurs, I will invest the amount of that FD? kindly help me to take decision.
_____DR. RAJA MAJUMDER
KOLKATA, W.B
Please join our Saturday youtube live stream at 8 pm. will try to guide you
Ok
Koi baher ki country wala keh rahey hai 2025 may 40percent mkt down hoga
Kya te sach hai?
Sir your video is very dark
Ok, Will check and try to improve
I made few lumpsum investment as per following
1) Motilal oswal large& midcap fund--Rs.100000/-
2) HDFC BALANCE ADVANTAGE FUND --RS.300000/-
3) ICICI PRUDENTIAL EQUITY & DEBT FUND. ----300000/-
4) HDFC MIDCAP OPPORTUNITIES FUND ---RS.100000/-
Are all the investments mentioned above OK sir??
Awaiting for your valued suggestion in this regard. Thank you very much to you for such nice videos.
Sir plz review my portfolio. investment horizon 15 years age 28
1.Nippon small cap fund .3000
2.Tata small cap fund .3000
3.Parag parikh flexi cap fun.2000
4.Sbi Contra fund .3000
5.Motilala Oswal mid cap fund.2500
6.Aditya biral sun life psu fun .2000
Sir me ap ka pura video dekhta hu plz review my portfolio ❤
What happens in a mutual fund and nav of fund is 50 then how is my interest calculated
Will try to cover in today's youtube live stream @ 8 pm.