Multi Cap or Flexi Cap which one you prefer?

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  • Опубликовано: 11 фев 2025
  • Investors asked me various questions related to investment and I have answered few selected questions in this video. '
    This video is bases on question and answers related to mainly mutual fund asked by my viewers.
    This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
    Index Fund
    • INDEX Funds of my choice
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    • Suitable Mutual Funds ...
    #mutualfunds #financialplanning #retirementplanning

Комментарии • 86

  • @nabapal8991
    @nabapal8991 9 месяцев назад +2

    Sir❤..... main aapka daily viewers me se ek hu.... inspire hu aap ki video se🙏.... Nippon India flexicap fund or ICICI prudential flexicap fund long term me keisa performance de sakta hai.....Sir aap ka Rai chahiye..... investment karna chahta hu in dono me se ek me.... please suggest me Sir🙏

    • @darkprince5935
      @darkprince5935 9 месяцев назад

      JM Flexicap bhi dikh sakta ho... 5* hai BETA 1 SE NICHA HAI ALPHA 10 KARIB HAI. SHARPE RATIO OR SARTION RATIO sahi hai or 3 years RETURNS mein RANK 1 PE HAI

  • @rohitsarode7972
    @rohitsarode7972 9 месяцев назад

    Thanks sir mera bhi question tha ek sath multi cap and flexi cap je related ...to ise clear ho gaya

  • @akashrai7102
    @akashrai7102 9 месяцев назад

    Sir aap ke videos daily dekhta hu, aap bahut achhe tarah se explain karte hai.
    Dhanyawad Sir

  • @AVIKNANDI
    @AVIKNANDI 5 месяцев назад

    Sirji, namaskar, 20years ke liye 50,000 lump sum investment in Parag Parekh flexi fund sahi hoga? Please give your valuable opinion.

  • @jitenderkr.6082
    @jitenderkr.6082 9 месяцев назад

    Ab aap dobara se sahi advice dene lage ho. All the best!

  • @gallerywuikey5842
    @gallerywuikey5842 7 месяцев назад

    Sir lumsum ke liye konsa fund achha rahega 3 sal ke liye.

  • @drbappabarman4853
    @drbappabarman4853 9 месяцев назад

    My age 29 year 5 months. I have recently started investing in Mutual Funds.
    UTI nifty 50 1000/-
    Parag Parikh 1000/-
    Nippon India Small Cap- 500/-
    I want to apply step up method but now I want to sure about the choice. Target period 25 years. From next year I can invest 10000 rupees per month but I want to sure about the choice.
    Please share your valuable suggestions.
    should I also invest in International funds and also in debt funds?

  • @pragyasharma317
    @pragyasharma317 9 месяцев назад

    Sir Mera icici prudential equity n debt me exposer hai to kiya icici large n mid cap me bhi investment sahi hoga ya kisi dusre fund me dekha jai....pls suggest

  • @PintuPatra-tg7jd
    @PintuPatra-tg7jd 8 месяцев назад

    Sir Mya difence Mya service karta hu aur new hu market ma Mya 15 thousand ka invest karna chahta hu tho kon kon se fund me invest kara

  • @Harshil_Rakesh_Jai_Mata_Di
    @Harshil_Rakesh_Jai_Mata_Di 9 месяцев назад

    I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx

  • @bkcivilgyan7625
    @bkcivilgyan7625 7 месяцев назад

    Sir mera naam Babloo hai maine apki video dekhke 2022 August se SIP start Kari hai jo sahi bhi chal raha hai mera target hai 50 Cr in 30 year our uske liye mai .Aditya Birla Sun Life flexi cap direct plan, Parag Parikh flexi cap direct plan , Uti Nifty 50 Direct growth in sabke 8000 ki SIP kar raha hu our apki suggestions pe HDFC flexi cap direct plan me SIP start kar diya hai mai total abhi 18000 hajar ki SIP kar raha hu 30 year me 50 Cr chahta hu plz reply possible hai ya nahi .

  • @DineshKumar-m9p3v
    @DineshKumar-m9p3v 9 месяцев назад

    Sir I am dinesh kumar aaj 2 found add kiye h moti lal oswal mid cap found or quant small cap found kya ye shi rhega sir

  • @rajivsingh6082
    @rajivsingh6082 9 месяцев назад

    Namaste Sir. My age is 38 years. I am a defence personnel. My goal is two daughter's marriage and education. I am your regular viewer since 2022. Sukanya Account me 150000 for each account deposit karte hai. Current position of both SSY is 1650000. PF account me 1800000 hai. Monthly SIP - 21000, please review my portfolio.
    1) SBI Nifty50 equal weight index fund - 5000
    2) Nippon Large Cap - 5000
    3) Parag Parikh Flexicap - 3000
    4) Motilal Oswal Midcap - 3000
    5) Axis Smallcap - 3000
    6) SBI Contra direct Growth fund - 2000
    Maine ye SIP Mar 2024 se start Kiya hai aur 10 to 12 years ke liye karna hai. Mujhe 9000 ka SIP aur add karna hai, please fund ka naam bataye. Thanks Sir.

  • @vishwanathshanbhag8348
    @vishwanathshanbhag8348 9 месяцев назад

    Namasakar vishwanath gilt fund may invest karanika sahisam hai

  • @rumadigamber1969
    @rumadigamber1969 9 месяцев назад

    Sir ji nifty bees mai investment achha rahega.?kripya margdarshan kare.,,,🙏

    • @pankajmathpal
      @pankajmathpal  9 месяцев назад

      Nippon India Nifty BeEs large cap ETF hai. इसमें investment किया जा सकता है लेकिन साथ में पोर्टफोलियो में Midcap भी शामिल कीजिए।

  • @manjalilpurushothaman4592
    @manjalilpurushothaman4592 9 месяцев назад

    Valuable edition sir 🙏

  • @rahultripathi6641
    @rahultripathi6641 9 месяцев назад

    Sir mujhe 108000/- invest karna hai or next month se SWP karna hai 3000 monthly for next 3 year please bataye kaun se fund me invest kar ke SWP chalu karu

  • @mukeshgupta6256
    @mukeshgupta6256 9 месяцев назад

    Agar pgim mid cap me sip stop kare ya exit kare to sip stop karne ke bad redeem kare ya nhi. Agar redeem karte hai to redeem amount ko kaise manage kare .

  • @pragyasharma317
    @pragyasharma317 9 месяцев назад

    Thank you so much sir...for your advice

  • @sameerdeshmukh6362
    @sameerdeshmukh6362 9 месяцев назад

    Pankaj ji
    in order to reduce the fixed deposits from my portfolio I wish to increase investment in an index fund in which i am already have a monthlySIP.
    can someone increase the investment in an index fund to few lakh rupees ?
    investment is for 7 year's time horizon, or can there be any other solution?

  • @rajeshjain5997
    @rajeshjain5997 9 месяцев назад

    International fund kis mein invest kar sakte hai

  • @Priyanka-g3w9q
    @Priyanka-g3w9q 9 месяцев назад

    Nice video....sir mera age 40 hai...mere pass sip axis small cap 500..parag parikh flexi cap 1000 chalu hai...ab age ke hisab se 2 fund suggest kare please...above 10 year

  • @subhrathakur5998
    @subhrathakur5998 3 месяца назад

    Mol multicap Hdfc lary and midcap .. Quantum flexi Canara roboco mid cap ...canra roboco small cap .. Motilal 250 mecrocap fund hai 1000 ..se. 2000 total 10000 mf mi per month 2023 se 12 years mi kitna ho jayega

  • @firefreelancerdxb9870
    @firefreelancerdxb9870 9 месяцев назад

    Hi Sir, I'm watching your videos regularly and started MF investment. Please review and advise on my portfolio
    1. Parag Parikh Flexi Cap- 2000
    2. Icici prudential retirement pure equity - 1800
    3. Quant mid cap - 2200
    4. Edelweiss aggressive hybrid- 2000
    5. Hsbc multi Cap- 2000
    6. Quant Dynamic Asset Allocation- 1000
    Investment horizon- 15 yes minimum
    Expected returns- around 15%
    Profile- moderate / aggressive
    Please advise if I can improve my portfolio and returns.

  • @ajaymahajan5489
    @ajaymahajan5489 5 месяцев назад

    SBI Multicap fund kaisa hai sir

  • @nileshkatore4490
    @nileshkatore4490 4 месяца назад

    Sir meri 4000 sip chalu hai sahi hai kya plz ripy
    Nippon large cap1000
    Invesco multicap 1000
    Quant small cap 1000
    Edelweiss large&midcap1000

  • @sujitsongs5134
    @sujitsongs5134 9 месяцев назад

    Sir, HDFC MANUFACTURING FUND KA NFO KAISA HOGA, VIDEO REVIEW PLEASE.

  • @subhrathakur5998
    @subhrathakur5998 3 месяца назад

    Sal mi kabhi kabhi market niche aane par 20 to 40 thousand dal deti hu

  • @kuldeep7040
    @kuldeep7040 9 месяцев назад +1

    Good morning sir
    Aaj kahin marathon me Jaa rahe hai kya sir itna savere vdo upload Kiya hai😊
    Informative Vdo ke liye thanks sir

    • @pankajmathpal
      @pankajmathpal  9 месяцев назад

      लगता है हमारी Editing team ने 5 pm की जगह 5 am पर schesule कर दिया था।😁

    • @kuldeep7040
      @kuldeep7040 9 месяцев назад

      @@pankajmathpal 🙏din ki surwat achi Rahi

  • @dhanpalsingh6318
    @dhanpalsingh6318 8 месяцев назад

    Myself Dhanpal Singh having portfolio as - sip in Nippon India large cap -11000 pm, Quant Active -5000 pm, HDFC multicap - 2000 pm, Nippon multicap -1000 pm, HDFC midcap -2000 pm, Motilal Oswal midcap - 4000 pm, Quant small cap-4000 pm and Nippon small cap -2000 pm for 15 years. Please review my portfolio.

  • @akjaiswal9111
    @akjaiswal9111 9 месяцев назад

    Sir, I wanted to take your opinion on my family portfolio of around 10 funds. But hesitate to share its volume in social forums. May I share my detailed portfolio in email?

  • @sonusah031
    @sonusah031 9 месяцев назад +1

    Sir Axis mid cap ka kya kre please tell me

  • @jogeshwarbajpai7324
    @jogeshwarbajpai7324 9 месяцев назад

    बहुत सुंदर

  • @sunilkumaryadav7860
    @sunilkumaryadav7860 9 месяцев назад +1

    Sir kindly review SBI FOCUSED FUND & AXIS MID CAP FUND

  • @rahulagrawal7083
    @rahulagrawal7083 9 месяцев назад

    Sir, mai aapki video se bahut kuch sikha hai.pls review my portfolio mujhey 20 saal main 1 corod rupay target hain.
    Hdfc flexi cap 1000
    Franklin flexi cap 1000
    ICICI flexi cap 1000
    Motilal Oswal mid cap 1200
    Nippon small cap 1500
    Quant small cap 1000
    Sir quant small main 60000 or motilal Oswal mid cap 100000 or hdfc flexi cap main 100000 lumsump bhi kiya hai kiya sir mera portfolio sahi hai mera target achive ho payega.
    Sir mujhey or lumpsump karna ho to kis fund main kar sakta hu
    Thanks

  • @DineshKumar-m9p3v
    @DineshKumar-m9p3v 9 месяцев назад

    Thanks sir ❤❤

  • @mukeshgupta6256
    @mukeshgupta6256 9 месяцев назад

    Agar hum 5-10% se stepup nhi karke dip me lumsum kare to kaisa rahega

  • @everythingchannel2
    @everythingchannel2 9 месяцев назад

    Sir, mujhe swp ke liye invest karna hai lump-sum. ye fund mere liye achha hai retirement ke liye (20000 hajar per month swp)
    1/ canarw robeco conservative hybrid fund. (5 lakh)
    2/ state bank of India conservative hybrid fund.(10 lakh)
    3/bank of India aggressive hybrid fund.(5 lakh)
    4/ icici bank aggressive hybrid fund.(10 lakh)

  • @vinodwakade3257
    @vinodwakade3257 9 месяцев назад

    Thanks for taking my MF portfolio review. I exited from Tata Digital India fund. Always love to watch you review.🙏

  • @rajivsingh6082
    @rajivsingh6082 9 месяцев назад

    Please reply to my query because I have already send three times same query.
    I gain LTCG for total 650000 for sale of residential plot in Apr 24. Please suggest to me.
    (a) Invest in 54EC bonds for 5 years lock in period and interest rate is 5.25%.
    (b) Or pay LTCG Tax for total 130000 (20%) and balance amount invest in lumsum of MUTUAL FUNDS.
    Which option is more beneficial for me if I want to invest for 10 to 12 years in Mutual funds.
    And suggest funds name for lumsum amount 2000000 for 12 years. My goal is daughter education and marriage. She is 8 years old now.

  • @awadhkishorrai2008
    @awadhkishorrai2008 9 месяцев назад +1

    Good morning sir

  • @santanupaul817
    @santanupaul817 9 месяцев назад

    Sir, please mera portfolio review kijiye.....age 28yr... moderate to aggressive.....sip running 1yr+
    Want to invest 12 to 15yr
    Accumulate a good wealth.......
    SBI large & mid 5k
    Nippon multi 5k
    Quant mid 5k
    Bandhan small 2k
    SBI small 1k
    PPF 1k
    Portfolio thik hey or kuch changes karne parega...
    Thank you 🙏 Sir

  • @sandeepchaubey5567
    @sandeepchaubey5567 9 месяцев назад

    Good morning sir
    My name is Sandeep
    Mai 8 years se Axis blue chip direct fund me 3000 invest kar raha hu aur 20 years Tak karna chahta hu
    Please suggest
    CRMF small cap me 1000 kar raha hu long term ke liye

    • @JuberKhanALFA
      @JuberKhanALFA 9 месяцев назад

      Bahut achha fund hai axis bluechip

  • @nakulkhanna5792
    @nakulkhanna5792 9 месяцев назад

    Sir I have started investment in name of my new born daughter . Plz review. my investments :
    1. Helios flexi cap
    2. PPFAS Parag flexi cap
    3. Mo large & mid cap
    4. Mo midcap
    5 Bandhan bank small cap.
    I am investing for next 25-30 years . I am myself into stock market since 5 years

  • @dhimantrajyaguru493
    @dhimantrajyaguru493 9 месяцев назад

    Sir kitni bar questions pucha he aapse aapne Mera question lete hi nahi.. please aap batavo tab me aapko question puchunga.. please

    • @pankajmathpal
      @pankajmathpal  9 месяцев назад

      Is post ke saath question bhi post kar dete to achcha hota. Question dikhai dega to jaroor answer Dene ki koshish karunga.

  • @maheshpawar6351
    @maheshpawar6351 9 месяцев назад

    Thank you sir mere sawalo ka apne jawab nahi Diya please help me sir...... Mahesh vitthal pawar

    • @pankajmathpal
      @pankajmathpal  9 месяцев назад

      सवाल क्या है?

  • @PintuPatra-tg7jd
    @PintuPatra-tg7jd 8 месяцев назад

    Please answer my question

  • @prasenjitgogoi8696
    @prasenjitgogoi8696 9 месяцев назад

    Plz review my portfolio..
    HDFC balanced advantage -1500
    Kotak equity opportunities -1000
    PPFlexi cap-1500
    Nippon small -1500
    Axis mid -1500
    20 yrs hold karna hai

  • @LalbabuYadav-b9b
    @LalbabuYadav-b9b 9 месяцев назад +1

    Namste sr jee Mera Nam Lalbabu yadav he may pothpolio kesahe 15 sal TK HDFC Mid cep opportunity 2000 HDFC top 100 2000 SBI Focus Equity 2000 ICICI Large and Mid cep 2000 Nippon lndiya small 2000

  • @VenkateswarluAkam
    @VenkateswarluAkam 9 месяцев назад

    How do we ask you questions please advise

    • @pankajmathpal
      @pankajmathpal  9 месяцев назад

      Post in comment box.

    • @VenkateswarluAkam
      @VenkateswarluAkam 9 месяцев назад

      @@pankajmathpal Hello I am 37 years old have a six year old daughter. My current investment values or us below I have 22 lacs in PPF and 25 lacs in EPF and 17 lakhs in NPS and 9 lacs in parag Parikh flexi cap fund and 10 lacs in Mirae Asset large and midcap fund, 7 lacs in SBI flexi cap fund and 6 lacs in Kotak flexi cap fund. I have a apartment in Bangalore currently worth around 70 lacs which have given it for rent. My currently have a outstanding home loan for around 13 lakhs and I have taken a personal loan for my sister current outstanding is around 15 lakhs for which I am paying the EMI. I am currently doing sip of 20000 each in Parag parik flexi cap fund and mirai asset large and midcap fund also I own stocks worth around 20 lacs. My goals are around 1 crore for daughter education and marriage and I would like to have around 8 to 10 crores for my retirement. Kindly advice if I can accumulate that amount also I am ready to increase my sip for another 20 to 30000. Have already done big part payments from my home loan and personal loan and will be finishing of the loans within the next 2.5 years. I wasted my first 10 years without investing in equity I have health insurance for 10 lacs for my family currently I would like to add with the midcap under multi cab fund I am not sure whether a small cap fund over the long term can beat a midcap fund I have the following Mutual Funds in my mind please advise which one should I go ahead. Nippon India small cap fund quant small cap fund Motilal Oswal midcap fund and quant multi cap fund I would like to choose only two funds out of these 4 alternatively you may also advise me with any other which will fund to include in my portfolio, please advise which one will be better and how much should I add in order to accumulate my goals thank you for taking time in reading my post please advise.

    • @VenkateswarluAkam
      @VenkateswarluAkam 9 месяцев назад

      @@pankajmathpal Hello I am 37 years old have a six year old daughter. My current investment values or us below I have 22 lacs in PPF and 25 lacs in EPF and 17 lakhs in NPS and 9 lacs in parag Parikh flexi cap fund and 10 lacs in Mirae Asset large and midcap fund, 7 lacs in SBI flexi cap fund and 6 lacs in Kotak flexi cap fund. I have a apartment in Bangalore currently worth around 70 lacs which have given it for rent. My currently have a outstanding home loan for around 13 lakhs and I have taken a personal loan for my sister current outstanding is around 15 lakhs for which I am paying the EMI. I am currently doing sip of 20000 each in Parag parik flexi cap fund and mirai asset large and midcap fund also I own stocks worth around 20 lacs. My goals are around 1 crore for daughter education and marriage and I would like to have around 8 to 10 crores for my retirement. Kindly advice if I can accumulate that amount also I am ready to increase my sip for another 20 to 30000. Have already done big part payments from my home loan and personal loan and will be finishing of the loans within the next 2.5 years. I wasted my first 10 years without investing in equity I have health insurance for 10 lacs for my family currently I would like to add with the midcap under multi cab fund I am not sure whether a small cap fund over the long term can beat a midcap fund I have the following Mutual Funds in my mind please advise which one should I go ahead. Nippon India small cap fund quant small cap fund Motilal Oswal midcap fund and quant multi cap fund I would like to choose only two funds out of these 4 alternatively you may also advise me with any other which will fund to include in my portfolio, please advise which one will be better and how much should I add in order to accumulate my goals thank you for taking time in reading my post please advise.

  • @chaitanyapatel7827
    @chaitanyapatel7827 8 месяцев назад

    All fand ta na tan tanatan

  • @darpanmaji9263
    @darpanmaji9263 9 месяцев назад

    Please review my portfolio
    I invest in following funds through sip
    Nippon small cap
    Tata small cap
    Axis small cap
    HDFC small cap
    Axis mid cap fund
    Sbi flexi cap fund
    Parag Parikh flexi cap fund
    Sbi bluechip fund
    Tata digital India fund.
    I have a 15 years tranure.
    Shoul I continue or need any change.

  • @raghu4629
    @raghu4629 9 месяцев назад

    Valuable comments
    Thanks sir🎉
    Please review my portfolio
    Parag flexi cap fund
    Nippon sensex index
    Tata axis, nippon, quant small cap fund .
    Motilal Oswal Midcap Fund, uti nifty 50 index fund, nasdaq 100 icici prudential fund
    Sab me last 1 year me per month
    1000 sip kr rha hu..
    Please reply
    15 yrs time horizon
    Target 2 cr.
    Please suggest which to add and which to exit

  • @brajeshyadav3729
    @brajeshyadav3729 9 месяцев назад

    Aap sir kabhi SSB ke battaliion me aao

    • @pankajmathpal
      @pankajmathpal  9 месяцев назад

      कहां पर पोस्टेड हैं आप?

  • @Habibvlogs-md
    @Habibvlogs-md 9 месяцев назад

    Hii Sir mera name Eshan hain main 27 age ka hu main 20year ka liya ya fund lana chata hu kiya ya thik rhaga ?
    motilal Oswal mid cap 1500
    Axis small cap 500
    Parag Parikh flexi cap 3000
    Quant tax elss direct plan 1000
    Plz reply me?😊

  • @ssyadav1621
    @ssyadav1621 9 месяцев назад

    Good morning sir,
    मैं सुरेन्द्रCAPFमैं कार्यरत हूं, पहले भी आपने मेरा QUESTION लिया था धन्यवाद,मेरे यहां सभी साथी आपके बहुत प्रशासक है, NIFTY 50 INDEX, NIFTY NEXT 50, NIFTY 50 EQUAL, NIFTY 100, NIFTY 100 EQUAL,1 या 2 FUND लेना है,मैं BEST कोनसा है WITH AMC NAME,TOP 100 का लाभ मिले,THANKYOU WITHREGARD

  • @ravishsharma6551
    @ravishsharma6551 9 месяцев назад

    Hello sir
    Please review my portfolio.
    I AM INVESTING RS. 1000/- PM SIP EACH IN FOLLOWING FUNDS (from last 5 years)
    HDFC TOP 100
    HDFC MULTICAP FUND
    ABSL FRONTLINE EQUITY FUND
    SBI BLUE CHIP FUND
    SBI LARGE MID & CAP FUND
    UTI MIDCAP FUND
    AXIS SMALL CAP FUND

  • @Harshil_Rakesh_Jai_Mata_Di
    @Harshil_Rakesh_Jai_Mata_Di 9 месяцев назад

    I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx

  • @PintuPatra-tg7jd
    @PintuPatra-tg7jd 8 месяцев назад

    Please answer my question

  • @Harshil_Rakesh_Jai_Mata_Di
    @Harshil_Rakesh_Jai_Mata_Di 9 месяцев назад

    I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx

  • @PintuPatra-tg7jd
    @PintuPatra-tg7jd 8 месяцев назад

    Please answer my question

    • @pankajmathpal
      @pankajmathpal  8 месяцев назад

      What is the question?

    • @PintuPatra-tg7jd
      @PintuPatra-tg7jd 8 месяцев назад

      Mera question hai Mya new hu market me aur Mera Target ha 12thousand ,aur 10sal ka liya sip karna ha tho kon konse fund Mya invest kara

  • @Harshil_Rakesh_Jai_Mata_Di
    @Harshil_Rakesh_Jai_Mata_Di 9 месяцев назад

    I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx