SBI के 2 ऐसे प्लान जो कम जोखिम के साथ फिक्स्ड इनकम देते हैं! SBI SWP SPECIAL PLAN

Both SBI Dividend Yield Fund and SBI Balanced Advantage Fund could be suitable for a Systematic Withdrawal Plan (SWP) depending on your investment goals and risk tolerance. Here's a breakdown of each fund to help you decide:
SBI Dividend Yield Fund
Focuses on dividend-paying stocks: This fund aims to generate regular income by investing in companies with a history of paying dividends.
Potentially lower volatility: Dividend-paying stocks tend to be more mature and established companies, which can lead to lower volatility compared to growth stocks.
Tax implications: Dividends are subject to taxation, though there can be tax benefits if you hold the investment for over a year.
SBI Balanced Advantage Fund
Invests in both equity and debt: This fund balances its portfolio between equity (stocks) and debt (bonds) instruments. This diversification can help reduce overall risk compared to a pure equity fund.
Potential for capital appreciation: Along with regular income, this fund offers the chance for capital appreciation through growth in the stock component.
Lower dividend yield: Compared to the dividend yield fund, you might receive lower regular payouts.
SWP Suitability
Regular income: If your primary goal is to generate regular income to meet your living expenses, then SBI Dividend Yield Fund could be a good option.
Long-term investment horizon: If you have a long-term investment horizon and can handle some market volatility, then SBI Balanced Advantage Fund might be a better choice. It offers the potential for capital appreciation along with some income.
Here are some additional factors to consider:
Your risk tolerance: How comfortable are you with market fluctuations?
Investment goals: Are you looking for income, capital growth, or both?
Investment time horizon: How long do you plan to invest?
Recommendation
It's advisable to consult a financial advisor to discuss your specific financial situation and risk tolerance before choosing a fund for your SWP. They can help you assess which option (SBI Dividend Yield Fund or SBI Balanced Advantage Fund) aligns better with your goals.
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[@sureshkumarsahni2871]

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[@investegy]

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[@investegy]

स्वागत है आपका 🙏🕉️

[@arunawayal3798]

आपका video देखकर मैने Lumpsum किया है sir SIB yelid DiviendFund

[@investegy]

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[@investegy]

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[@investegy]

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[@investegy]

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[@RaviKumar-ls7ww]

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[@dayashankarsingh8312]

आपको बहुत बहुत धन्यवाद सर जी।

[@investegy]

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[@user-un4mx2gt6z]

Good morning sir aapka speech achha or ideas b achha h

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[@malaymukherjee3453]

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[@investegy]

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[@arvindpatel0106]

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[@investegy]

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[@AmitKumar-gy4hy]

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[@investegy]

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[@investegy]

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[@bbdubey1962]

Sir ji namaskar fantastic information mere pass sbi Magnum mid cap fund hai kya sbi dividend yield fund me switch karna theek rahega please reply

[@investegy]

Nahi, wo alag tarah ka fund hai, chalne dijiye usko

[@guldevsingh1999]

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[@investegy]

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[@subashchander6725]

Sharma ji jai hind mai 2 Lakh investment karna chahta hu 8 sal ke liye koun sa bank aur koun sa plan lu

[@investegy]

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[@subashchander6725]

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[@sureshjethwa1088]

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[@lalitmohanbittu9855]

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SIR KYA MAI ABHI FD BREAK KER KE M.F. ME INVEST KARU YA NAHI , ?

[@dhananjaymahajan7564]

yes

[@investegy]

Kam se Kam 5 saal ke liye karna ho to yes, because mutual fund investment are subject to market conditions or risk.

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[@investegy]

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[@patelketan8366]

Sir kiya switch karne se koi tex lagta hai sbi to sbi

[@investegy]

Switch= Redeem and Reinvest

[@sanjaylohakare-adv-highcourt]

Sir lumpsum ke bad kya SIP compulsary hai

[@investegy]

Nahi

[@anuradhachatterjee6116]

How much l invest to get dividend

[@investegy]

Dividend lene ke liye IDCW wale option ke sath nivesh karein, jo ki AMC jab bhi declare karegi tab milega, jitna bhi unit milega us hisab se per unit aata hai

[@bindumadhavi3076]

Sir how to open swp plan in sbi . Can I open on my son name . Going to major by August. I want to put some fund in sbi swp for monthly expense of his monthly expenses of engeneering. He need monthly 15 thousand. How much I need to invest
Pls tell

[@investegy]

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[@krishnamohan4554]

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[@sonuacharya4223]

Sir ji
HDFC defence fund itna out performing kaise kar raha ha?
Kya isme sip amount increase karna chahiye?
Isme lumpsum allowed nehi kya lumpsum ka paisa sip ke zariye daal dena chahiye ?
Kyun ki ye fund result ke baad isse zyada return dega agla budget me defence ka budget 100 billion dollars ho sakta ha।
Sir iss par ek complite detail video chahiye🙏

[@dhananjaymahajan7564]

increased sip 10k 20k like

[@investegy]

Sip only, 10000 per Pan allowed

[@dhananjaymahajan7564]

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[@premvaidya4917]

सर वंदेमातरम ।
आपके बहुमूल्य मार्ग दर्शन के लिए आपका अनंत धन्यवाद। आप बहुत धीरज व शांति से सहज भाषा व भावसे समझाते हैं व हर प्रश्न का संतोष पूर्वक उत्तर देते है।

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Bank of India flexicap

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A kidhar likha hai

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[@investegy]

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[@rajeshnehra2144]

Aap SBI hi kyu batate ho?

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[@bharatdarshands1897]

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[@MyBharatIsgreat]

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