Parag Parikh Flexi Cap Fund vs JM Flexi Cap Fund: Investment Comparison 2024!
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- Опубликовано: 8 сен 2024
- Welcome to our comprehensive comparison of the JM Flexi Cap Fund and the Parag Parikh Flexi Cap Fund! In this video, we dive deep into the key differences and similarities between these prominent flexi cap funds. We'll cover historical performance, risk factors, investment strategies, and overall value for investors. Whether you're an experienced investor or new to the market, this analysis will help you make a well-informed investment decision in 2024.
🔍 Topics Covered:
• Fund Overview
• Historical Performance
• Risk and Return Analysis
• Fees and Expenses
• Investment Strategy
• Which Fund is Right for You?
📈 Fund Performance Comparison: Explore how the JM Flexi Cap Fund compares with the Parag Parikh Flexi Cap Fund regarding past performance and future growth potential.
💼 Investment Strategy: Understand the investment philosophies and strategies behind each fund to see which aligns better with your financial goals.
💡 Expert Insights: Gain valuable insights from financial experts on the pros and cons of each fund.
Don't forget to like, comment, and subscribe for more financial insights and investment comparisons!
#JMFlexiCapFund #ParagParikhFlexiCapFund #FlexiCapFunds #InvestmentComparison #MutualFunds2024 #FlexiCapInvesting #FinancialPlanning #InvestingTips #MutualFundPerformance #InvestmentStrategy
Disclaimer: The information provided is educational and should not be considered financial advice. Please consult with a qualified financial advisor before making any investment decisions. Mutual fund investments are subjected to market risk. Please read all related documents before you enter.
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Sir,
Please evaluate the below portfolio for long term investment (beyond 15 years), I have not yet started any SIP's yet, but going to start in next 2/3 months
Flexi Cap Funds:
1. JM Flexi Cap fund (Rs. 20,000)
2. Parag Parikh Flexi Cap fund (Rs. 20,000)
Large&Midcap Funds:
1. Quant Large & Midcap fund: 20k
Midcap Funds:
1. Motilal Oswal Midcap fund (Rs. 20,000)
Small Cap Funds:
1. Nippon India small cap fund (Rs. 20,000)
2. Quant small cap fund (Rs. 20,000)
Total SIP monthly: Rs. 120,000
Bohot acchi video banai hai me kafi time se aisi hi video dhundh raha tha. Me JM Flexicap me SIP kar rah hu PP me abh woh baat nahi rahi mujhe lagata hai ki JM aur Quant Flexicap zyada acche options hai long term ke liye.
Ji bilkul, sahi decision hai apka long term ke liye. Please go ahead.
Aur video like karne ke liye Aapka sukriya, warm regards.
@@InvestWithSKSingh Thank you apki aur bhi videos download kar rakhi hai use time milne par dekhuga. Aap aise hi videos dalte rahe 👍
Ji Bilkul, feel free to reach us whenever in doubt.
Vah Singh Sahab
What an excellent comparison incorporating so many parameters of both the funds
Thank You for sharing your valuable thoughts.
It means a lot.
ICICI nifty next 50 -2000
UTI nifty 50 -2000
Motilal midcap -1000
Quant mid cap -1000
Jm flexi -1000
Tata business cycle. -1000
Axis small cap. -1000
Nippon small cap -1000
10-15 yrs
Thik hai ye ya change Karu kuch???
Nippon small cap ,motilal midcap ,jm flexicap ye hi rakho khali baki ka allocation bhi isime daalo
Sir please review my portfolio
1) SBI Contra fund--3000
2)PPFCF--2500
3) Motilal Oswal Midcap fund ---3000
4) Quant smallcap fund --3500
5) Franklin india smaller companies fund --2500
6)SBI Magnum Children benefit fund --2000
Should I replace PPFCF with JM flexicap fund?
Jm flaxicap fund best
Hreat comparison,JM flexi has seen a change in fund manager since 2021 and since then its performance has been improved drastically...parag parekh putting 20% in debt is inpacting overall alpha generation
Thanks for writing to us.
Means a lot.
Warm regards
Fantastic Analysis. And Beautiful Guidance too. Thanks.
Glad it was helpful! warm regards.For any further clarification, feel free to reach out to us.
Regards.
Sir my portfolio is as follows: -
ICICI Prudential Bluechip
Motilal Oswal Midcap
HDFC Midcap
Parag Parikh flexicap
Quant smalk cap
Sir im planning to switch ICICI Prudential bluechip fund for JM flexicap will it be a good choice for longterm investment ?
Replace ICICI Prudential bluechip fund with JM flexicap
JM flexicap will be a better choice for long term investing. Rest is perfectly fine.
Also redeem parag Parikh and invest in Quant flexi and JM flexi
❤ wonderful comparison ji
Glad you think so, it means a lot.
I am invested in
Aditya birla sun life direct psu fund - 2000
Motilal oswal mid cap fund - 2000
Quant small cap fund - 1000
I want to invest in flexicap fund ,should i go with jm flexi for long term, if yes how should i divide my 5000 rs sip
JM flexi cap fund - 2500
Tata business cycle fund - 2500
मैंने दोनो में इन्वेस्ट कर लिया, झमेला ही खतम। बैलेंस बना रहेगा
😃😃😃
😂😂
Same😂
Age 43, my portfolio
Nippon small cap 5000
Axis small cap 2000
HDFC midcap 5000
Tata Small cap 2000
Is it ok or should I make some changes?
JM or Paragparikh which flexi cap better for me?
Parag Parikh is consistently worst performing in flexi cap category
Instead of
Axis small cap 2000
Add
JM flexicap fund
rest is fine.
Very good video.. Thank you for enriching..
Glad you fine it helpful.
Hello Sir, Thanks for this amazing video. You have clarified lots of my doubts. I am looking for funds to invest for 15 years. I am not getting whether I should go ahead with high risk, high returns strategy or low risk and stable returns! Could you please share some thoughts on this? I got interested in flexi cap and Multicap funds. I am thinking to choose 1 each. Would you mind suggesting best funds to invest for 15 years? I will be doing in SIP mode as you said.
Hi apologies for delayed reply, wasn't well.
It depends solely on your risk profile.
JM flexicap Fund
And
TATA business cycle fund.
It will offer a better risk adjusted returns in long term.
Sir Infrastructure mutual fund mei invest karna kaisa rahega for next 10-15 years? Or infrastructure mei kon sa fund best rahega?
For low risk
Kotak infra
for high risk
Quant Infra
Thanks for this video.
My portfolio is
Pgim India mid cap fund 3000
Quant small cap fund 3000
Parag parikh flexy cap3000
Tata digital India fund1500
Hdfc defence fund 1000
Uti nifty index fund 1500
any suggestions for my portfolio....plz suggest
Hello Sir, Watching your video always be helpful for beginner MF investers like me. My Current Portfolio:
ICICI Prud. Nifty 50 Index: 5000
Parag Parikh Flexi Cap: 4000
Quant Mid Cap: 1500
Nippon India Small Cap: 1500
If it requires further Modification/ Alteration/Addition. Please Suggest.
It's a great portfolio, and no changes or modifications are required as of now. Just keep increasing SIP and add small lumpsums on every big Dip. Regards
Hi sir, Can you also please make videos in Hindi if possible? it would be a great help.
Also, I am planning to start SIP as follows, please review and advise.
Motilal Oswal Midcap - ₹500 pm
JM Flexicap - 1000 pm
Tata smallcap - 500 pm
Great portfolio to start with. No changes required.
Any further queries feel free to reach us.
Total i am invested amount 100000 in 5 mutual fund now return generated 150000+ in 3 years at 30 xirr
Following are the investment in mutual fund
Axis small cap :-32 k
Axis small cap 50 index :- 28 k
Axis ELss tax saver :-22.5 k
Axis mid cap 50 :-10k
Axis nifty 100 :-6 k
Every month i am investment lumsum mode between 1000 to 5000
When Market in uptrend then 70 fund invested in large cap
When market are sideways mode then 70 percentage investment in midcap
As well as when correction started then 100 percentage fund invested in small cap this my statergy
Its good or bad please suggest
During fund section i am completely avoided overlapping to each other
Strategy is good but
Axis ELss tax saver :-22.5 k
Axis small cap :-32 k
you can change for better returns. Kindly think on this. And change them to
Quant ELSS
and Bandhan small cap.
@@InvestWithSKSingh thank you for valuable guidance i will be shifting suggestted fund
Sir its say 100 sip with ₹15000 automatic cut.
For how long this 15000 will be automatically cut from account.
Almost 8 years.
Sir my portfolio
1.ICICI Bluechip -1000.
2.Parag parik flexi -1000.
3.Motilal oshwal midcap -1000.
4.Nippon india small cap- 1000.
5.Quant small cap-1000.
My sip 5000/ month10% stepup yearly for long term 20 year any change sir
Very nice 🎉🎉🎉
Thank you it means a lot.
Hello sir please review in my portfolio:
Dsp tax saver -2500
Mirae asset tax saver - 2500
Nippon India small cap - 3000
Looking to add another 12000 in flexi cap(8000) and mid cap(4000) for long term, which funds should I pick up.
As you suggested should I include both JM flexi and Parag Flexi 4000 each?
And which I should pick for midcap?
JM flexi +Parag Flex
Quant mid cap or Motilal oswal mid cap.
Hello sir!
My objective is to save whatever money I can, which can come in handy for my child education or anything urgent after 5 years.
At the moment, my sip is for approx 5K a month across my portfolio and plans to increase to 15K in 6 months. Below is my Portfolio 1. Canara Robeco Elss (1000), 2. Nippon Small Cap (1000), 3. Parag Flexi cap (1000), 4. HDFC advantage Balanced (1000) and 5. Motilal Mid cap (1000). Need money after 5 years.
Please suggest if i need to make changes to my current portfolio, as I intend to stay invested for at least 4-5 years and intent is to make anything additional to manage future expenses.
Also, please suggest on product mix in terms of % across my portfolio.
Also should i switch from Parag to Felxi cap and also add anything new to my portfolio.
Please suggest.
Thank you!
Time frame is very small and the risk for the child education portfolio must be very low.
So instead of
Motilal Mid cap (1000
consider adding
ICICI Prudential Multi Asset Fund
Rest is fine.
Sir, Mujhe 5000 invest karne hain per month. Maine 1000 ka Quant Small Cap le rakha hai. Please btaiye aur kisme invest karu ?
Nippon India Growth Fund
Tata Business cycle fund
Bandhan core equity fund
Kotak Infra and economic reforms fund
Hello sir,
I'll start SIP of 12500
1. Jm flexi
2.quant small cap fund
Could you please suggest which MF's i need to add in portfolio with above Mf's and please suggest how much Rs should go in each MF
Thank you.
Adding both will provide better results.
Hi im investing in
Quant small cap
SBI PSU
Now i want to invest in flexicap witch one is best parag parikh or JM or icici bluchip
And can i change sbi psu
Combining parag parikh and JM flexicap
Review my portfolio sir
Parag Parekh Flexi 15k
Edelweiss Mid Cap 5k
Tata Small Cap 5k
Total - 25k
Risk - Moderate
Term - 15-20 years. Long term
Portfolio is fine. No changes are required.
Sir pls review my portfolio
1) JM Flexi cap -1800
2) Motilal Oswal Mid cap - 2400
3) Nippon India small cap -1800
6000/- per month SIP for 15 years
Pls suggest if I should take any other fund instead of JM Flexi cap or is it okay?
Thanks sir apne mere comment pe ye video banaya
Welcome, Manish Ji; keep sharing your valuable thoughts.
Which one is best for long term for more then 20 years?
Combining both will be a good option. Portfolio overlapping less than 25%.
Please review my portfolio 🙏
1.icici prudential nifty next 50 index fund
2.nippon india nifty small cap 250 index fund
3.hdfc mid cap opportunities fund
4.icici prudential multi cap fund
5.Adutya birla sun life psu equity fund
If it requires further modification/Alteration/Addition
Please suggest me
Instead of
Icici prudential nifty next 50 index fund
Add
Tata business cycle fund or Parag Parikh Flexicap fund.
As the nifty 50 will limit your investments in top 50 stocks only.
And
you can switch to
Nippon India small cap fund
from
Nippon India nifty small cap 250 index fund
For better results
My portfolio
1.Flexi cap funds --
Quant 2500
JM 2500
2.ELSS
QUANT 2500
SBI long term EF 2500
3.small cap
Nippon 2500
Quant 2500
4.Midcap
Motilal 2500
Quant 2500
5.Focussed
Quant 2500
ICICI pru 2500
Is it good sir? Any suggestion. I want start with this. CN i
Consider this.
1. Flexi cap fund
Parag Parikh 2800
JM 2800
2.Midcap
Motilal Oswal. 2100
Quant 2100
3. Small cap
Nippon 2100
Tata 2100
2.ELSS
Bank of india ELSS 2500
SBI long term EF 2500
SIR PLEASE REPLY
Aditya Birla Sun Life PSU Equity Fund Direct Growth(3000)
Motilal Oswal Midcap Fund Direct Growth (3000)
Nippon India Small Cap Fund Direct Growth (2000)
Tata Small Cap Fund Direct Growth (2000)
Canara Robeco Bluechip Equity Fund Direct Growth (3000)
Abhi total 13000 ki sip start ki hai mujhe 15000/- monthly karni hai isme kuch change krna hai ya thik hai or second agar 2000 ka koi flexi cap lu to konsa lu
No changes Required in Above portfolio,
Just add JM flexicap Fund or else TATA business cycle fund.
And keep increasing SIP whenever possible and add small lumpsum amount on every big dips.
Hi apologies for delayed reply, wasn't well.
Parag ya jm kon best hai
Sir please review:
•Icici prudential nifty next 50 index fund
•Nippon small cap fund
•Aditya birla sun life psu direct growth
Motilal oswal mid cap lu ya motilal oswal mid cap 150 index fund ?
Soch raha hunn flexi cap bhi lene ka konsa sahi rahega
Motilal oswal mid cap fund
will be a better choice.
And In flexicap
JM flexicap Fund
In fact, Tata business cycle fund will be better than JM flexicap fund.
@@InvestWithSKSingh ok
Oh apke khete hi maine jm flext cap leliya
Hi apologies for delayed reply, wasn't well.
My portfolio SIP
1. Aditya Birla Sunlife frontline equity fund- ₹1000
2. ICICI prudential bluechip fund -₹2000
3. SBI bluechip fund -₹1000.
My age is 36. Now I want to invest more ₹3000 in 3 to 4 different funds. Please suggest me some good funds.
Just one ICICI prudential bluechip fund is enough for large cap space.
And
Add
Quant mid cap fund
Tata small cap fund
Quant small cap fund
Sir mai ek naya investor hoon kaun se data ke jariye hame pata chalta hai ki market 10% ya is se jyada correction kar rha hai?
Keep watching Vix India Index along with global market trend and other Macros.
Sir mere pass 1 lakh hain jise mai puri tarah se JM flexicap me 5 year ke liye lumpsum invest karna chahta hoon,kya mai sahi soch rha hoon sir?
Agar nahi to please help me sir
In the current market, no lump sum is advisable for mutual funds. Start your investment via SIP, and whenever the market makes a good correction of more than 10%, invest the remaining amount in a lump sum. Until then, have patience and wait.
If you need any more clarification, please feel free to contact us.
Regards
Plz tell funds for aggressive investor who can invest for next 30 yrs...10k
Hi apologies for delayed reply, wasn't well.
Bandhan small cap
Motilal oswal midcap
Quant flexicap
Nippon India Power & Infra Fund
ICICI Nasdaq 100 index fund
Thank you so much sir
very informative
Glad you think so! And thanks for liking.
Good morning sir
Aaj maine 25k lumsum invest kia hai parag parikh flexi cap fund me...kya ye sahi hai ? Please suggest karo sir
Hi apologies for delayed reply, wasn't well.
Currently No lumpsum is advisable, based on very high valuations and market highs.
Instead start SIPs And keep increasing SIP whenever possible and add small lumpsum amount on every big dips.
Can you suggest for lumsum investment for others mutual fund
Lumsup ke lie sir jm ya parag mein invest karna behtar rahega?? Can you please suggest?
JM is good
In the current market, no lump sum is advisable for mutual funds. Start your investment via SIP, and whenever the market makes a good correction of more than 10%, invest the remaining amount in a lump sum. Until then, have patience and wait.
If you need any more clarification, please feel free to contact us.
Regards.
Go for JM flexicap.
Lumpsum karne ke liye best fund aur timeing bataye
Hi apologies for delayed reply, wasn't well.
At least a healthy correction of 7-10% is required for lumpsum.
Almost 3 yrs I invested in Parag Parikh flexi cap. I am now thinking of selling ppflexi cap and investing in JM flexi. What is your suggestion?
Go for it. But currently SIP mode only.
@invest with SK SINGH
Hi
I am 25 yrs old
I want to invest monthly SIP of 5k
Which funds and what amount need to be invested for long term
Consider this portfolio
Parag parikh flexicap fund (although it's a flexicap but will work as an excellent replacement for a large cap fund)
Quant mid cap fund
Tata small cap fund
Kotak special opportunities fund
Sir mujhe 3000 ka SIP karna hai alag alag mutual funds me to please suggest me sir, I want to do SIP for 5 years.
1. Quant smallcap direct plan growth -2500
2. Motilal midcap direct plan growth -2500
3. Nippon largecap direct plan growth -2000
Sir i have invested in
Bandhan Small cap
Aditya Birla psu
Jm flexicap
Should i need to invest in mid and large cap or should i need to change my existing funds
Please help
Its perfectly fine. Just keep increasing your SIP amount annually by at least 5-10% and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
@@InvestWithSKSingh thanks for the response
@@InvestWithSKSinghSir, what do you mean by good correction??
Hi sir, Thanks for the information that u sharing 🙏
Please review my pf
Nippon small cap fund - 3500 sip
Axis small cap fund - 3500 sip
And planning to invest lumpsum amount which better to invest inJM flexi cap fund or in parag parikh flex cap fund/ quant flex cap fund - 40k lumpsum.
No lumpsum investment for now only in case of good corrections and downfall in the market at least more than 10%, for now
Investing via SIP mode is good currently.
Plan for the long term for more than 5-7 years. For now you can go with a small amount of lumpsum 5000 - 10000 only.
Mutual Funds investment
Index fund:
Uti nifty 50 index fund
Large cap fund:
Icici prudential bluechip fund
Flexi cap fund:
Parag parikh flexi cap fund
Mid cap funds:
Motilal oswall mid cap fund
Small cap funds:
Nippon india small cap fund
Quant small cap fund
Please review my portfolio
should i got with pargpari or jm flexi cap pls suggest i dont know hindi much..pls help
Combine both for better results.
Combine Quant flexi and JM Flexi
@@InvestWithSKSingh combined means wat sir ? .. telling do sip equal amount in both ?
sar mene 25k lamsum kiya hai
jm fexicup fund me kiya ye fund sahi hai
mene aaj hi lamsum kara hai
Its a good fund. But Also start SIP in the same fund.
Jm flexy ..5000
Sbi contra 5000
Hdfc mid ..5000
Qaunt small 5000
BANK of India small 250000 lumsom
Mahindra small 300000 lumsom
All fund 10 year ke liye
Sir mera portfolio kaisa hai bataye our kuch badlav ki jarurt hai kya ya nahi
Contra r flexi cap m b lumsum hona chahiye tha dono small cap h
Hi apologies for delayed reply, wasn't well.
@@MyPpp3 ok sir jab giravat ayegi tab kar dunga
No changes Required in Above portfolio,
And keep increasing SIP whenever possible and add small lumpsum amount on every big dips.
Please review my portfolio (am a new investor):
motilal oswal midcap 1300
parag parikh flexicap 1500
uti nifty 50 index 1800
now thinking of investing in tata small cap, jm flexi cap and a consumption fund. should i invest in these and how much? i can invest 7000 each month
Tata small cap
@@InvestWithSKSingh thanks, what about jm flexi cap. should i invest in that one too?
You an add but there after no more funds.
Sir main SIP shuru karna chahta hoon please review my portfolio
Tata small cap 500/-
Motilal Oswal Mid Cap 1000/-
Quant Mid Cap 1000/-
Quant/Nippon small cap 1000/-
Please suggest me sir 🙏
1. Tata small cap - 500
2. Motilal Oswal Mid Cap - 1000
3. Nippon India smallcap - 1000
4. JM flexicap direct plan growth - 1000
Sir i want to invest in sip per month 2000.. I am 30yrs now. I want to invest 10 years at least. Please suggest me a good mutual fund. I don't know anything about mutual funds. Please help me
ITI Multi Cap Fund - 1000
Tata Small Cap fund - 1000
JM nice..
JM flexi cap had allegations in the past.. and the owner accpeted tat he did fraud ...so one black spot always a back spot
Jab returns hi nahi hain toh Beta aur sharpe ratio ka kya achaar daalenge? Parag parikh has become the worst performer in the flexicap category now.
I agree with your opinion. And thanks for sharing your thoughts on this.For any further clarification, feel free to reach out to us.
Regards.
@@InvestWithSKSingh @InvestWithSKSingh Hi I am a new investor so could you please explain why you agree that there are no returns? As per their factsheet on their website it shows 32% return for the flexicap fund. Am I looking at the wrong numbers?
❤
Sir please review my portfolio
I am beginning my sip journey with 5000 per month
Jm flexicap-2000
Motilaloswal midcap 1500
Nippon smallcap 1500
I am confused between jm and pp flexi
Jai mata di
Jm 💥
Pls Review my pf
Quant mid cap -1000
Jm flexi cap-500
Nippon small cap-500
Tata small cap-500
Suggest any changes ! Thank you
Perfect no more changes required. just keep increasing SIP amount every year.
Please review my portfolio
Parag Parikh flexi cap 15k
Mirae Emerging and bluechip fund 15k
ICICI pru bluechip 5k
Nippon Small cap 5k
Hello sir please Review my portfolio. Icici bluechip -5000. SBI Magnum -3000 Nippon multicap -2500 Nippon small cap -2500 Parag Parikh flexi cap 3000. Suggest any changes. Please sir
Jm flexi cap fund m fresh investment chalu kr raha hu sir
It's a good fund. Keep increasing your SIP investment, and whenever there is a good correction in the market of more than 10%, invest the remaining amount in lumpsum.
For any further clarification, feel free to reach out to us.
Regards.
@@InvestWithSKSinghSir, good correction means??
Hdfc defence fund vs nippon india power and infrastructure fund ka video bana dijiye pleas
Manish Ji, for the HDFC Defence fund, more than the data will be needed to compare, but I will see what I can DO ABOUT THIS. But Nippon India power and infrastructure fund, I will try my best.
I have Rs. 1 Lakh, JM Flexi cap fund mein Lumpsum karna chahta hoon, aapki advise chahiye sir. konsa fund sahi rahega is time pe
Currently, no lump sum is advisable for mutual funds. Start your investment via SIP, and whenever the market makes a good correction of more than 10%, invest the remaining amount in a lump sum. Until then, have patience and wait.
If you need any more clarification, please feel free to reach out to us.
Regards.
@@InvestWithSKSingh why sir, does market is about to correct ?
High valuations.