@@shivambhatnagar92 It appears similar and gives similar data but one key thing is it auto picks benchmark.. So i cant compare debt fund vs Nifty 50 TRI.. Might have to manually map or look in two different tabs.. It might be specific tool available only for registered advisor or MF distributor (probably DSP MF house based on color/ theme / layout)
Thank you Udayan sir. This was a great video that answered a lot of my doubts. Just wanted to know which website you've used to make the chart comparisons.
3:40 let me invest in shreeram finance FD it can give me 8.5% interest too , and if I do that FD on my Grand parents name , it will give me 9% - 9.4% Crisil Rating - AA+ AUM - 240,000 Cr. + RBI 500,000 insurance also applicable
Also.. pls do a detailed video on Debt Mutual funds.. as we expect to see the future rate cuts from RBI... which category of Debt funds will have good return
Thank you Udayan ji for the great video. I had 2 questions - 1. I am a long term investor (10 years minimum), so i want to invest Rs 1 Cr + in mid and small cap MF to maximize my returns, but right now both small and mid caps are overvalued and it may take 1-2 years for them to be under or fairly valued. How do I invest my lumpsum money till then ? 2. This question is for my relative who has just retired and wants to invest 70 lacs lumpsum to get fixed income of 20-25 K per month. How to invest to get stable returns and may be some possible appreciation in investment as well. Thank you very much.
I can answer your 2nd question which is safest for your relative as he just retired , so he doesn't want to take any risk Go for FD in small banks which can give you between 8.5 - 9% If you ask me , I have chosen Shreeram finance Bank. As that bank has 2.3 Lakh crore AUM Crisil Rating - AA+ So you can have 45,000 post tex saving monthly Or you can invest all 70 lakhs in nifty index fund and you can start SWP
Please don't misguide people from wealth generation. People can easily invest in equity mutual fund in 3-4 and more than....even though in that one cycle is gone worse it will pull back and make up . Go bindaas and invest in multicap/ midcap/ momentum
Okay try doing that and having lower than expected money for a goal you have. If you’re saving for a short term goal, at times you can’t afford to ‘pull back and make up’.
What a great video. Love how you're speaking about debt/hybrid funds also. Would love more videos on that. You outdo yourself every time!
Good one
Hi udayan , why I am not able to see any course on your website?
Can you share the name of the tool you have used for rollings returns?
Advisor khoj
@@shivambhatnagar92 It appears similar and gives similar data but one key thing is it auto picks benchmark.. So i cant compare debt fund vs Nifty 50 TRI.. Might have to manually map or look in two different tabs..
It might be specific tool available only for registered advisor or MF distributor (probably DSP MF house based on color/ theme / layout)
DSP portfolio create. It’s not available to general public at large. I get access to it since I am a licensed mutual fund distributor.
much needed!
Thanks!
Thankyou Udayan
Most welcome!
hey which platfrom he is using to compare funds???
Thank you Udayan sir. This was a great video that answered a lot of my doubts. Just wanted to know which website you've used to make the chart comparisons.
3:40 let me invest in shreeram finance FD it can give me 8.5% interest too , and
if I do that FD on my Grand parents name , it will give me 9% - 9.4%
Crisil Rating - AA+
AUM - 240,000 Cr. +
RBI 500,000 insurance also applicable
Which tool used for graph ?
DSP portfolio create. It’s only available right now to licensed mutual fund distributors like me!
Make a comparison video on multi asset funds with equity taxation and lowest expense ratio
Also.. pls do a detailed video on Debt Mutual funds.. as we expect to see the future rate cuts from RBI... which category of Debt funds will have good return
Yes, adding it to the list!
Excellent video. Could have added flexi cap as an aggressive option for 5-6 years.
Yes, but have to be aware of the downside if markets are not doing well. Most flexi cap funds at the moment are large cap funds
where does the BAF (Balanced Advantage Fund) sit in the time period goal ??
Can swap it out with aggressive hybrid funds
Sir Can I invest in nifty midcap for a time horizon of 15years
Yes u can
Can we do sip in short term debt funds or arbitrage funds ? Is it good ?
You can!
Thank you Udayan ji for the great video. I had 2 questions - 1. I am a long term investor (10 years minimum), so i want to invest Rs 1 Cr + in mid and small cap MF to maximize my returns, but right now both small and mid caps are overvalued and it may take 1-2 years for them to be under or fairly valued. How do I invest my lumpsum money till then ? 2. This question is for my relative who has just retired and wants to invest 70 lacs lumpsum to get fixed income of 20-25 K per month. How to invest to get stable returns and may be some possible appreciation in investment as well. Thank you very much.
I can answer your 2nd question which is safest for your relative as he just retired , so he doesn't want to take any risk
Go for FD in small banks which can give you between 8.5 - 9%
If you ask me , I have chosen Shreeram finance Bank. As that bank has 2.3 Lakh crore AUM
Crisil Rating - AA+
So you can have 45,000 post tex saving monthly
Or you can invest all 70 lakhs in nifty index fund and you can start SWP
Sir can I invest heavy in small cap and nifty 500 momentum 50 for a investment period of 15 years
Yes! You sure can
Sandeep Maheshwari ka. Bhai
Please don't misguide people from wealth generation. People can easily invest in equity mutual fund in 3-4 and more than....even though in that one cycle is gone worse it will pull back and make up . Go bindaas and invest in multicap/ midcap/ momentum
Okay try doing that and having lower than expected money for a goal you have. If you’re saving for a short term goal, at times you can’t afford to ‘pull back and make up’.
kya milta hai confuse karke logo ko ....likes and views