Multiply Your Investment Knowledge with our Online Courses : 1. Masters of Stock Investing (MSI Course) 2. Masters of Mutual Fund (MMF Course) Website Link - www.phronesisinvestor.in/s/store What's App No - 9035318500
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP, not bad for 350k
Sure and the Credits goes to Gabriel Alberto William one of the finest portfolio managers in the field. He's widely recognized; you should take a look at his work by researching his name
Thanks for sharing, curiously inputted his full name on the web, spotted his consulting page, ranked top and i will sent him an email shortly. I've seen commentaries about advisors but no one looks this phenomenal
Hi sir mera portfolio nippon india small cap 3000,parakh parikh flexy cap 1500 sbi contra fund 1500 time 5 to 15 year my eg 40 he kiya ah thik hai ya kuch modifie karna hoga please sir help me answer me
Everyone talks about performing funds Talking about nonperforming funds is more important than talking about performing funds Once in a month please share video on nonperforming funds also Thanks 😊
Consider how much we pay in expense ratios of mutual funds: Eg. 1.5 % of 10lacs is 15000 per year... unnecessarily we pay even if our mutual fund portfolio is negative ! Plus no dividends! Direct stocks much better...
Whatever may be your goal , in which MFs have you invested / Please mention that too as many advisers advice to the others but never invest in those MFs themselves.
Sir mere pas PPFC, Axis Smallcap, HDFC Nifty Midcap150 index, aur Tata digital India hai, 15-20 years tak sip karna chahta hun, kya fund selection thik hai, high risk chalega, kitna % expect kar sakte hai? Please reply..
@PhronesisInvestorAcademy Sir , right now I have invested in quant active fund and Quant small cap fund . So is it ok to be invested in this funds for long term ? What is your suggestion ?
@@ytuser1932 Dost meri help Karo main Naya hu Mutual fund mein. 2 hazar per month ICICI bluechip mein kiyia hai invest. 1500 mahina aur kar sakta hu. Konse mein Karu??
Why have you not included Parag Parikh in the list of best performing Flexi Cap funds ? Kindly discuss its performance also when u make detailed video on Flexicap funds.
Age 23 Years Long time Investment Sbi contra Fund 1000 Motilal Oswal mid cap1000 Tata small cap1000 Plzz sir Ye aacha Rahega ya nhi ... Plzz Reply me sir
My portfolio: Time Horizon: 25 years SIP Amount: 10000 10% increase every year Lumpsum on DIP Small Cap:(1)Quant Small Direct (2)Tata Small Cap Direct Mid Cap: Motilal Oswal Mid Cap Large Cap:ICICI Prudential Bluechip
@@BabauBhai-u5t Itna to giri huyi halat me banega. I am expecting 18% kyunki ye funds behtareen hai aur inki holdings diversified hai to problem nhi hai. Ab aage ka bhagwan hi malik hai 😀😃
@@FinancePlanningwithShivam If you step up 10% every year After 15 Year Your SIP Amount will be approx 40k per month Can You afford this .?????? And after 20 year its will be 74k per month can you afford???
My portfolio Parag parikh flexi cap 5000/- Mirae asset large and mid cap fund 5000/- Axis small cap 3000/- Nippon india momentum 500 nifty 50 fund 5000/- My wife portfolio Canera robeco large cap fund 5000/- Parag parikh flexi cap fund 5000/- Motilal mid cap fund 5000/- Pgim mid cap 75000/- lumsum Any above portfolio. Pls review sir Kya husband aur wife ka portfolio alag ho ya same ho?
Sir I'm new in this field please review my portfolio - * Parag parikh flexi cap fund (rs.1000/sip) * Motilal Oswal midcap fund (rs.1000/sip) * Nippon India small cap fund (rs.500/sip) * ICICI prudential bluechip fund (rs.500/sip)
Age 23 Years Long time Investment Sbi contra Fund 1000 Motilal Oswal mid cap1000 Tata small cap1000 Plzz sir Ye aacha Rahega ya nhi ... Plzz Reply me sir
Age 23 Years Long time Investment Sbi contra Fund 1000 Motilal Oswal mid cap1000 Tata small cap1000 Plzz sir Ye aacha Rahega ya nhi ... Plzz Reply me sir
Multiply Your Investment Knowledge with our Online Courses :
1. Masters of Stock Investing (MSI Course)
2. Masters of Mutual Fund (MMF Course)
Website Link - www.phronesisinvestor.in/s/store
What's App No - 9035318500
Parag parikh flexi cap is missing in this chart.
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP, not bad for 350k
This is quite encouraging for newbies like myself, i'm in dire need of portfolio management, think your advisor can help?
Sure and the Credits goes to Gabriel Alberto William one of the finest portfolio managers in the field. He's widely recognized; you should take a look at his work by researching his name
Thanks for sharing, curiously inputted his full name on the web, spotted his consulting page, ranked top and i will sent him an email shortly. I've seen commentaries about advisors but no one looks this phenomenal
Maine icici prudential india opportunities fund Mai sip chalu hai. Achha fund hai
Hi sir mera portfolio nippon india small cap 3000,parakh parikh flexy cap 1500 sbi contra fund 1500 time 5 to 15 year my eg 40 he kiya ah thik hai ya kuch modifie karna hoga please sir help me answer me
Great and informative programme. Waiting for detail series. Thanks
Thank you 🙂. Keep watching
Sir you have covered all types of mutual funds but take one by one by explaining alpha , beta and standard deviations also
दिपावली कि हार्दिक शुभकामनाएं सर जी🙏
Happy Diwali 🙏
Thank you sir for this wonderful video.Please make a video on ETF like this video.
Always welcome. We have already published a detailed video on ETF.
Please include rolling returns of funds in your forthcoming detailed videos.
Everyone talks about performing funds
Talking about nonperforming funds is more important than talking about performing funds
Once in a month please share video on nonperforming funds also
Thanks 😊
We have already published detailed videos on non performing videos
Once in a month , Sir
Please
Thanks@@PhronesisInvestorAcademy
Sir Parag Parikh Flexi Cap or JM Flexi Cap if I keep a large cap fund in the portfolio then there is an overlap of 30% plus is this overlap ok?
Most demanding series for all retail investors...
🙂
Most awaiting series sir
Small cap list does not include Kotak small cap and Canara Robeco small cap. Do they not qualify to be included for any reason? Thanks.
Please watch the complete video. You will get the answer
Sir what you not included parag parikh flexi cap fund
Will try to cover this fund in detail in flexi cap fund video
Can you suggest the best ELSS fund for 2025 ?
Very nice 👍
Thanks a lot 🙂
Today Mahurat day Parag Parikh is 37% year on year yet not made to the list may be today benchmark is more higher 😮😮
Consider how much we pay in expense ratios of mutual funds:
Eg. 1.5 % of 10lacs is 15000 per year... unnecessarily we pay even if our mutual fund portfolio is negative !
Plus no dividends!
Direct stocks much better...
Reliable informations... Sir ji, thanks
Always welcome🙂
@PhronesisInvestorAcademy
🙏🙏🙏
Invesco India small cap fund - 2000
Motilal mid cap - 2000
Parag parikh flexi cap - 2000
Plz review it
Whatever may be your goal , in which MFs have you invested / Please mention that too as many advisers advice to the others but never invest in those MFs themselves.
Very informative as usual sir ❤
Thank you, Always welcome 🙂
Is there any video made by you for the best ELSS fund to invest in 2025 ?
will try to publish it
Please share the link to check the risk profile. I am not able to find it on the website. Thanks
What are the differences between value discovery fund and flexi cap fund? Are they similar?
Different. Value fund - Flexi cap fund
Why you do not consider large/small index/ETF fund
Will try to publish detailed video on index funds
Sir, debt fund e koi locking period hai kiya? Best debt fund kon accha hai? Ush fund ka exit load kitna %hai?
Will try to cover this topic in today's RUclips live stream
Please review
Quant flexicap 4k
Parag PArekh tax ssaver 3k
Canara robeco small cap 3k
Motilal midcap 2k
Edelweiss midcap 3k
Pl.mention the of funds directly to be invested
Please note - We don't provide investment advisory and portfolio review services.
Valuable information sir 🙏
Thank you 🙂
Happy Deepavali 🎉 Sir ji
Happy Deepawali🙏
Sir mere pas PPFC, Axis Smallcap, HDFC Nifty Midcap150 index, aur Tata digital India hai, 15-20 years tak sip karna chahta hun, kya fund selection thik hai, high risk chalega, kitna % expect kar sakte hai? Please reply..
Discuss about value fund and contra fund
Flexi cap fund me parag Parikh ko kyu nahi include kyu nahi Kiya???
Sir pls make a video on debt/liquid funds on similar lines.
Why parag parikh is not included in flexi cap?
May v not getting comission 😂
Sir..King of flexicap funds PPFAS..Where is it in your list?😮😮
Please watch our detailed video on the best flexi cap funds. You will get complete details
Very informative video 😊
Thanks a lot 😊
Aaj sabko bonus mil jayega 🤑😅 har ek stock hawa mein ud raha tha🎉🎉💰
Aap se personal batcheet se file tyar kervana hai phone se appointment leni hai
Happy Diwali sir 🙏🙏
Happy Diwali 🙏
Please make videos on Balanced advantage and momentum funds
Sir, please analyse PGIM India mid cap fund 🙏
Sir you don't add Parag parikh flexi cap fund. Is it worth fund or not.
It's doing really well. This fund should have been included in our list. We missed it by mistake.
Nice information sir 👍
Thank you 🙂
Love from odisha ❤
Thank you❤
Always welcome🙂
Nice information sir ji
Thanks a lot 🙂
I am new invester. Please guide which mf best to invest lumsum
Very nice information, Sir
Thanks a lot 🙂
@PhronesisInvestorAcademy Sir , right now I have invested in quant active fund and Quant small cap fund .
So is it ok to be invested in this funds for long term ?
What is your suggestion ?
Thanks sir jee🌹 🙏
Always welcome🙂
My folio for multi cap for sbi and mothilal, hsbc and flexi cap for icici ,Nippon . 3 multi 2 flexi cap ok .folio best for....
Thank you Sir.
Always welcome 🙂
Mene to nippon small hdfc small and motilal and hdfc mid and nippon multi and parag flexi and icici bluechip bas ye liye h
@@ytuser1932 Dost meri help Karo main Naya hu Mutual fund mein. 2 hazar per month ICICI bluechip mein kiyia hai invest. 1500 mahina aur kar sakta hu. Konse mein Karu??
Sir please include index funds 😊
Will try to publish a detailed video on index funds
My portfolio is
Sbi small cap 2500
Tata small cap 1000
Motilal mid cap 1500
Is it good portfolio
Pls reply
Why 2 small cap funds
No...Its not balanced and very very risky due to its Dominance of Small Caps (70%)
Can I remove tata small cap and shift it to motilal midcap fund
@@ShubhamKumar-9142 yes absolutely Right
@@ShubhamKumar-9142 Tata small cap is much better than SBI based on 10 year metrics… you can remove SBI small cap and add one flexi cap
Long term mai small cap investment hi best hai high return ke liye
Thank you sir
Always welcome🙂
ITI MUTUAL FUNDS PROVIDE GOOD RETURNA DUE TO LOW BASE and SMALL SIZE
Yes
ITI
Bandhan
Thank you
Always welcome🙂
Happy diwali 🪔
Happy Diwali🙏
Motilal midcap- 1800
Nippon 500 momentum 50- 1500
ICICI large n midcap- 1000
Quant smallcap - 1000
Kotak Emerging equity - 1200
Plz analyse it
सर एसबीआई के कोई फंड आपने नहीं दिखाइए, ऐसा क्यों?
Sir what is Contra fund???????
Please watch our detailed video on contra funds.
How to invest 1.5 lakh for 3 years
Sir Ji
Mere liye only sbi mutual fund Ka portfolio bna dijiye monthly 5000 Ka sip
My portfolio
Icici prudential bluechip large cap
Hdfc flexy cap
Motilala oswal midcap
Nippon india small cap
Continue ya chenges....plz reply
Very good information. Kindly include the performance of ELSS Funds vis a vis performance of other categories of funds
Thank you. Will try
Good
Thank you
Bank of India small cafe fand ❤
Thanks , any advise on hybrid funds - i am considering PPFAS daaf fund for my debt allocation at 20% , any thoughts on that fund Mr. dharmendra.?
Will try to cover hybrid funds also in coming videos.
@@PhronesisInvestorAcademythank you
Why have you not included Parag Parikh in the list of best performing Flexi Cap funds ?
Kindly discuss its performance also when u make detailed video on Flexicap funds.
Good fund, will cover in detail in coming videos.
Age 23 Years
Long time Investment
Sbi contra Fund 1000
Motilal Oswal mid cap1000
Tata small cap1000
Plzz sir Ye aacha Rahega ya nhi ...
Plzz Reply me sir
Can someone review-
ICICI Pru Nifty50: 4000
Parag Parikh Flexi Cap: 4000
Nippon Ind Small Cap: 2000
My SIP portfolio ✌🏻👇🏻
Bank of India flexi cap 2000
Hdfc mid cap 2500
Motilal small cap...3500
❤
Put motilal mid cap
Jai Hind sir
Jai hind
My portfolio:
Time Horizon: 25 years
SIP Amount: 10000
10% increase every year
Lumpsum on DIP
Small Cap:(1)Quant Small Direct
(2)Tata Small Cap Direct
Mid Cap: Motilal Oswal Mid Cap
Large Cap:ICICI Prudential Bluechip
@@FinancePlanningwithShivam 5 cr
@BabauBhai-u5t Lagbhag itna hi amount banega at XIRR of 14%
@@FinancePlanningwithShivam sahi bhai .leken umeed hey esse Jada e milega..kiyu ki India as a country acha karega in future
@@BabauBhai-u5t Itna to giri huyi halat me banega. I am expecting 18% kyunki ye funds behtareen hai aur inki holdings diversified hai to problem nhi hai. Ab aage ka bhagwan hi malik hai 😀😃
@@FinancePlanningwithShivam
If you step up 10% every year
After 15 Year Your SIP Amount will be approx 40k per month Can You afford this .??????
And after 20 year its will be 74k per month can you afford???
3 multi cap 2 flexi cap ok my fillo
Hello sir please review my portfolio Nippon india nifty 250 index 30000. Nippon india nifty momentum 50 index 50000 both lumpsum
My portfolio
Parag parikh flexi cap 5000/-
Mirae asset large and mid cap fund 5000/-
Axis small cap 3000/-
Nippon india momentum 500 nifty 50 fund 5000/-
My wife portfolio
Canera robeco large cap fund 5000/-
Parag parikh flexi cap fund 5000/-
Motilal mid cap fund 5000/-
Pgim mid cap 75000/- lumsum
Any above portfolio. Pls review sir
Kya husband aur wife ka portfolio alag ho ya same ho?
Aapne alag kiya hai toh accha kiya hai. No changes required. Bas ICICI bluechip bhi lelo
Good, night sit
Good night
Sir axis midcap fund ka kya kre
1 viewer of u sir
Super 1🙂
❤
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क्या चेंज करें।
Mutual Funds ko lete jaane ki Aadat
157th views 😂
172 viewer ... 😂
2nd viewer
Super 2🙂
Sir I'm new in this field please review my portfolio -
* Parag parikh flexi cap fund (rs.1000/sip)
* Motilal Oswal midcap fund (rs.1000/sip)
* Nippon India small cap fund (rs.500/sip)
* ICICI prudential bluechip fund (rs.500/sip)
*my portfolio*
Parag Parikh flexi
Mirae asset large midcap
Axis small
Sbi small
Parag Parikh elss
Thankyou so much
Always welcome 🙂
Age 23 Years
Long time Investment
Sbi contra Fund 1000
Motilal Oswal mid cap1000
Tata small cap1000
Plzz sir Ye aacha Rahega ya nhi ...
Plzz Reply me sir
Age 23 Years
Long time Investment
Sbi contra Fund 1000
Motilal Oswal mid cap1000
Tata small cap1000
Plzz sir Ye aacha Rahega ya nhi ...
Plzz Reply me sir