My Mutual Fund Portfolio | SIP Investments for Long term | Mutual Fund Returns & Charges
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- Опубликовано: 26 июл 2024
- Learn Basic Of Stock Market Investments at www.financeboosan.in
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In this video, I perform a comprehensive analysis of my personal mutual fund portfolio. Whether you're a seasoned investor or just starting out, you'll find valuable insights and tips to enhance your investment strategy.
📊 What You'll Learn:
- Portfolio Overview: I'll start by giving you an overview of my mutual fund portfolio, including the types of funds I've invested in.
- Performance Analysis: Detailed review of how my funds have performed over time, discussing both successes and learning experiences.
- Risk Management: Insights into how I balance risk and reward in my portfolio, and tips for maintaining a diversified investment.
- Selection Criteria: Unveiling my criteria for selecting mutual funds, including key metrics and research methods.
- Future Strategy: My plans for the future of my portfolio, considering market trends and personal financial goals.
🔍 In-Depth Insights:
- Expense Ratios & Fees: Understanding the impact of fees on overall returns.
- Market Trends: How current market trends are influencing my investment decisions.
- Tax Implications: A look at the tax considerations of mutual fund investing.
📝 Key Takeaways for Viewers:
- Practical tips for building and managing your own mutual fund portfolio.
Mistakes to avoid in mutual fund investing.
Resources for continuous learning and staying informed about market changes.
👍 Like and Subscribe for more financial insights and investment strategies. Your support helps me create more content like this!
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Disclaimer: This video is for educational purposes only and is not financial advice. Always consult with a financial advisor before making investment decisions.
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0:00 Intro
0:46 Mutual Funds for beginners
2:09 Index funds
2:32 Returns calculation
3:17 How to get Better returns from Index?
4:38 Tax saver
5:17 Flexi cap
6:03 Large cap
6:28 Debt funds
7:03 Foreign Funds
8:37 The Contrarian Bet
9:30 Problem of expense ratio
10:07 Common Mistake to Avoid
10:55 Sectoral funds
11:48 ITBees
13:00 Safe funds
13:18 Small cap
14:23 Do you need these many funds?
14:52 If I start fresh, 1 fund approach is better
15:11 How to make high returns?
16:02 Mutual fund charges
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Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online
My Mutual Fund Portfolio
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Best Mutual Funds to Invest for Long term tamil
Best SIP for long term
How to invest in SIP for beginners tamil
Building a Mutual Fund Portfolio | SIP Investments for Long term | Mutual Fund Returns & Charges
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Sir நான் நான்கு வருடங்களாக state owned public sector undertakings நிறுவனத்தில் பணி புரிந்து வருகிறேன். அரசு பணியில் இருப்பவர்கள் mutual fund investments like nifty fifty stocks போன்ற முதலீடுகளில் பணத்தை invest செய்யலாமா?
அவ்வாறு செய்தால் income tax return file எந்த category file செய்வது itr1 or itr 2.
அரசு ஊழியர்களுக்கு சிறந்த investment பற்றி சொன்னால் நன்றாக இருக்கும் sir நன்றி
Avar already video poturukaru check pannikonha❤@@SuresHKumaR-fw8ib
@@SuresHKumaR-fw8ib bro do it on your spouse’s name
Will join this January first Anna
Bro What do you think about Nifty total market Index fund which is maintained by Groww. Pls do a video
Expense ratio pathina full clarity intha video a than kedaichathu... Thanks bro🙏
So informative…. Crystal clear detailing in layman terms….these many days I missed ur videos….❤
I started investing in MF after seeing ur video.u are my eye opener 😊.thank you keep teaching us.
Super, nice, right time to deliver this type of video for all beginners.
My friends ask daily how to invest mutual fund, which fund I have invest. I am share this video for my friends, great boosan bro.🎉🎉🎉🎉
U should be a professor....how beautifully you are explaining facts
Most of our Tamilians investing in gold, land not aware of mutual funds, thank you for timely educating mutual funds our people's, I started sip in mutual funds from 2011 onward till continuing my funds market values 1.4 cr, my funds returns varying 12 to 24%
Very great. Can u tell me what are the funds you have invested?
But land growth is higher than all. I suggest avoid invest in gold.
கோடிகளில் புரளும் Boosan Anna 🎉🎉🎉
1.16 laksh subscribe ke va....appo millions la irukuravanga la😮
It depends on the people's discipline and how early they started their investment journey, This applies to million subscribers aswell
@Nantha 😂
😂😂😂
Mr.Boosan thank so much for your valuable videos . Keep go-ahead
அருமையான விளக்கம் நண்பரே 🎉🎉🎉 மிக்க நன்றி🎉🎉🎉❤❤❤
I am continuously watching your videos valuable videos like this.❤
Thanks for revealing ur portfolio sir.. It's very helpful.. Thanks and kudos to ur helping attitude..
Keep up the excellent work bro, you have broadened our views on money management! ❤
I really appreciate your efforts on providing very detailed information on each topic that you choose and explaining the topic very clearly in such a way that everyone can understand. Keep up you good work. I will join your channel
Very good, very much informative and good explanations. I liked very much. Great effort bro. Thanks.
Good job.. 👏
Vaazhga Valamudan🙏
insightful video bro.. almost watching all your videos today itself.. thanks for the eye opening videos on Mutual funds..
Good presentation with teaching skills that too with Clarity❤ Thanks Bro
All the videos which you're releasing it really a eye opening session. Could you please suggest best large and midcap mutual fund and Best BlueChip Murtual Fund for long time investment. So it would be useful for beginners like us.
Thank you bro . Good insight
Thank you for the much needed information and explanation bro 🙏
Very transparent and helpful. Thanks bro.
Thank you so much for your valuable information
Bro..your explanation is excellent🎉
After a long time, i understand exactly about mutual funds 😅
The only youtuber trying to to earn others.. 👍👍
Large cap,
Midcap,
Intex fund,
Sector... Intha mathiri mutual fund type pathi oru video podunga
Bro, Congratulations. நல்ல stock idea பற்றி video போட்டுக்கிட்டே இருங்க. சினிமா பார்க்கத்துக்கு பதிலாக உங்க சேனலை பார்க்கிறோம்.
Bro you are amazing 🥳
Very informative... Pls make more videos like this
I just wish more financial youtuber are like you.
Most are just want sell there course.
Super, very useful information ❤❤❤
Crystal Clear!!!
Hi Boosan
Thanks for sharing these valuable info.
I have a question,
Just imagine hit by bus policy, Incase of investor death, how the nominee can withdraw the funds/take over and manage the funds
Can you make a video/share your thoughts here please.
semma semma Explanation!
thankyou for your timely portfoilio
Doing sip in Axis mid cap from last 3.3 years and my xirr is 19.5 %. Is it a good idea to switch from axis midcap to nippon /Icici midcap 150 index fund?
I understood the SIP concept for MF, If you give SIP details of 10K or 50K it will be deducted from bank account every month and invested accordingly. For share market, how people used to do SIP? For example, if you have invested in 30 to 40 stocks for long term. How SIP can be done regularly, 1) market may be bearish and bullish, investment on that day depends upon the Last Traded Price which will not be fixed and shares cannot be bought for particular amount but has to be bought as number of shares, amount may varry. 2) To do SIP on all 40 shares, people may need more than 1Lack of money per month as some shares maybe less than 100 or 1K or some maybe above 5K atleast to buy min numbers of shares regularly. is it possible to do for monthly earners. 3) How best SIP can be done? is it done only on ETFs? How it works for share market for long term investors apart from mutual fund
Bro.. Modilal nasdaq 100 etf iruku bro.. Athu epdi namma market timela trade aguthu.. Atha paththi shorts onnu podunga bro🎉
Good question...metoo Same doubt ..
Bro SIP la MF podumbodhu adavadhu 12 months pottuttu exit pannumbodhu tax calculation eppadi pannuvanga, ? 13thbmonth withdraw pannaa after 1yr tax slab eppadi pannuvanga?
awesome video brother
Super ana video
Very useful information boosan ❤
What is the real use of joining membership?, can you explain me little info
Bro.. I am in a big confusion ...How much mutual funds to hold..I have 12 mutual funds..plan is to invest for next 10 to 15 years to make my first 1crore.....but is this overdiversified ???? Can I hold this much
Ippo DEC 2023 LA over value and under value LA irukra mutual funds ethunu video podunga bro.
❤
Much awaited video. Thank you for sharing info in MF
Thanks for your shared knowledge political points.
Unbelievable these video,I get a lot of lesson points.please be doing these type of videos more.
These video amazing 👏
Purely lesson learning 📹.
Well deserve 👏
@boosan.
Hi bro, what platform you are using for these investments ?
Hi boosan, how to accumulate in dip while we were doing sip. Please clarify
Earlier I used to invest in mutual funds, found it very difficult to manage. I moved to etf. Another point the mutual fund expense ratio is at the AUM level, in case we have 50L in aum 2% would be 1L per annum. Irrespective of profit or loss. Btw I am also holding parag parikh. I am more into individual stocks plus etfs
You are doing it right
@@r4rasahi index fund nifty 50 la sip method la long term 10 to 20 yrs investment pannalama?
Equity fund la sip method la podalam ah ? Edhu safe ?
If Sip gone wrong :
We will loss in returns
Or
We will loss in invested amount
Bro.. How do you paying your SIP in different dates with different amount in a month? I have a plan to invest 10k.. can I have divide it into 4 and pay sip on my own dates?
Very much helpful bro ❤, But investing as SIP or investing at the correct time in MF... which is best bro?
Thank you very much
Bro Iam from Bangalore but na Ungaloda Ella video papen na ungala pathu the invest panna start pannune Ennoda hero bro Ninga and Enakku life la oru change na adhu unga nala the bro Tq so much bro keep it up 😍🥰
Continuous ah review pannunga
மிக்க நன்றி
Bro is taxation different for NASDAQ funds? Do we need to pay any additional taxes as they are investing in foreign stocks or is it the usual tax?
Hi Boosan , superb video. For investing in mutual funds which app is best ?
You will have 40% overlapping with kotak flexi and parag parikh flexi, correct.? Is it ok to invest in these 2..?
Mutual fund la ₹1k , 10:00 am investment pannum podhu, market 1% low ahaa trade agitu irukku, appo fund manager investment pannuvara, illa market ending time la investment pannuvangala
Neenga participate pandra yela mutual fund laium one time investment or sip method.. Pls solunga
Thanks 👍
Bro Mutual fund la mor invest panna antha day nav varuma illa next day nav varuma same as withdraw
How to find direct mutual fund anna... Naan parag parikh and tata nifty fifty la asset plus moolama sip la invest pandren. But adhellame regular ah irukku
When we buy mutual funds while selling the units sold with in that that mutual fund or selling as stock outside
5:04 PPF lockin period shows 5 years in your table, it isa 15 years right?
Bro oru doubt I have noticed that for partial withdrawal.. 75% amount will be taken from your invested amount and 25% frm your profit return .. Idu sariya.. ?.. Jus bcoz i hv calculated
Bro, quant large & mid cap fund choose pannalama for long term investment?
Bro parag parikh flexi cap nalla fundah? Recent ah start paniruken sip adhula
In case account holder death aita epudi amount eduka mudiyum?
Brokerage app close panita namma investment physical amount a epudi eduka mudiyum?
Bro Japan stock market lla eppdi invest pannradhu
How will invest in direct plan instead of regular plan, through which site can I invest in SIP
Ungalugu share market knowledge nalla irruku. En neenga direct stock investment panna matringa
I invest in direct stocks as well, currently around 40% in mutual funds and 60% in individual stocks
Bro If we buy Foreign Mutual funds like any Nasdaq or S&P funds as shown in your portfolio how is the taxation on those, will it be the same as indian stocks? Or are they different?
Growth plan epdi work aguthu nu detailed ah solunga bro..nanu romba nal ah ketkuran
I watched it several times. Thank you
Good bro🎉🎉
Bro one doubt sip its a long term process la maturation period close agradhukulla sip ku tax increase panna chance irukka
Hi, Good to know your brief explanation. I notice that the total expense ratio for MO S&P 500 Index fund is
Total Expenses Ratio
Direct 0.56%
Regular1.13%
Is that fund good to choose?
I have a doubt on that Pls clarify.
Bro ena proportion la panirkenga each fund la? TIA
Can you suggest the best option to invest 1 lakh for 1 year? Most small finance and popular banks offer only a 7% interest rate. Should we consider a debt fund instead to potentially achieve a guaranteed interest rate around 7.5% to 8%? If so, could you recommend any top-performing debt funds?
Fixed deposits (FDs) and debt funds yield similar returns, but FDs provide a guaranteed return rate, whereas debt funds offer uncertain returns. DS accounts in SF banks provide competitive interest rates and are worth considering.
Bro NAVI ELSS FUND to zerodha elss fund ku switch pannamudiuma?
Tax harvesting pannum podu, can we exchange the funds between AMC to buy the dip?
SIP வழிய முதலீடு செய்யும் போது நடுவுல one time method ல முதலீடு செய்யலாமா. Stock ல shares வாங்கும் போது எத்தனை shares னு நமக்கு தெரியும் ஆனா mutual funds ல SIP or One time invest பன்னும் போது எத்தனை share வாங்கிருகோம் னு எப்படி நமக்கு தெரியும் ? Enaku intha doubt ah clear pannunga please
Nav padi one time average agum
Hi bro , is there any mutual fund that could invest all the TATA group...if there is a fund pls share... Thanks for explaining about the mutual funds in this video
tq bro
hi..Your videos are really good .Can you explain about ET Money app's pros and cons pls
Hi bro which tool are you using for investment?
Excellent bro..
Sir angel one app la non trading charges nu charge collect panrangalla athu ethuku
Hi Bro, I have plan to take term insurance and also start to invest in mutual fund. Is HDFC discovery fund is right choice?
floating rate savings bonds pathi video podunga bro
Zerodha la nama XIRR yepadi pakalam bro. Andha option iruka zerodha equity portfolio la
Great content 👍
Hi Boosan, is it safe to invest in china mutual funds from India ?
Bro, One doubt why navi index fund only showing the 1years returns. Not 3 or 5 years return. Any valid reason
Hi Bro, how can I track all my mutual fund investments in one place? Could you please advise a good website ?
Thanks Busan, One question regarding your global fund portfolio, i can see you have invested 3 Nasdaq 100 fund , can you provide some insight of this selection. is there any real value holding same type fund of different fund house having same nature, in your case all fund are index large cap technology theme.
Sir, i am not seeing this kind of details video. Thank for address zerodha versity to learning abt stock market. Your information very valuable❤❤
Sir could you possible to provide video abt SEBI and which are teams work with sebi to control share market activities
Uti Nifty 50 index fund pathi video podunga.please
Please talk about mutual pension funds in detailed manner NPS investments are there for Central govt, state govt and PSU