Thanks Mam...Very Very Very Informative and vital information given in very simple and decent way... waiting for your next video for selection of Right Mutual funds
Madam, Is SBI Retirement Benefit Fund a Flexi cap fund ? If yes, then please tell how much % age of large, mid & small cap equity allocation is in it ?
Bringing you a detailed insight from our researchers. Hold Tight! Dear Investor, SBI retirement benefit fund is categorized as a "Solution oriented fund" by SEBI but there is no mandate for market cap and the fund can invest in any market cap per their in-house view. There are multiple plans available under the SBI retirement fund and market cap allocation differs across different plans. Kindly have a look at the market cap details for multiple plans (Portfolio data as of Sept22): SBI retirement benefit fund - Conservative Plan ( Large: 61.7%, Mid:29.2%, Small: 9.1%) SBI retirement benefit fund - Conservative hybrid Plan ( Large: 61.1%, Mid:29.6%, Small: 9.2%) SBI retirement benefit fund - Aggressive hybrid Plan ( Large: 60.4%, Mid:30.1%, Small: 9.5%) SBI retirement benefit fund - Aggressive Plan ( Large: 64.1%, Mid:28.0%, Small: 7.9%) Thank you.
@@FisdomOfficial ...thank you madam for the detailed reply...I have started SIP in this SBI Retirement benefit Fund aggressive plan direct growth for the longer period of 15-20 years...
Good examples given, shows you are well versed with current happenings around us. You are doing great job for common people who are investing their savings in market.
Madam, I have SBI Retirement Benefit Fund in my portfolio...Should it be prudent to add SBI equity hybrid fund too alongwith Retirement fund in my portfolio ??
Flexi cap may be like Large cap, Mid cap , large and mid cap . It all depends upon the Fund manager because minimum eligibility to be multi cap fund is to invest min. 65% in equity. But multi cap has to compulsorly invest in Large, Mid and small cap ib 25: 25:25 proprtion so having more risk with high prospect of return in comparision to flexi cap.
Yes use both.. Many AMC has different profess and thinking.. Like Quant Flexi won't overlap much say in WhiteOak Multicap.. So you can use both.. But dont use both from same AMC or from similar fund house styles..
Mam .I invested 8 months ago. Please review My portfolio. For 15 years. (1) Quant active fund 3000. (2) Axis small cap fund 2500 (3) Pgim mid cap fund 2500 (4) Pgim phlexi cap 2000 (5) Canera robeco bluechip fund 2000 (6) SBI small cap 2500 mam 15 years me Kitna amaunt ho jayega please suggest me 🙏
Flexi cap में सब में निवेश कर सकते है, कोई पाबंदी भी नही फिर भी ये लोग 65% large cap में निवेश करते है तो क्या profit मिलेगा। Actually flexy cap सबसे ज्यादा return देनेवाली catagory होनी चाहिए। ये अजीब बात है 😂😂😂😂😂😂😂
Thanks Mam...Very Very Very Informative and vital information given in very simple and decent way...
waiting for your next video for selection of Right Mutual funds
ભભ ભારત ભ તી. મર ભ ર ર ભ ઇ
Nippon multicap or parag Parikh flecicap dono hai mere pas, ename better kon sa fund ha
Thanks for this informative video. Very well explained
Most welcome Akshatha😊🙏
Swati Kumari told equity will be 65% but on the display board it is showing 75%. Which one is correct? However, the episodes are good and beneficial.
Minimum 65% investment in equity is needed to be a flexi fund with liberty to fund manager to change the portfolio.
65% Flexi me,75% multicap me
Great Speaker....Great Advice and Information.
Thanks for listening
Nice presentation 🎉
Valuable information
Madam, Is SBI Retirement Benefit Fund a Flexi cap fund ? If yes, then please tell how much % age of large, mid & small cap equity allocation is in it ?
Bringing you a detailed insight from our researchers. Hold Tight!
Dear Investor,
SBI retirement benefit fund is categorized as a "Solution oriented fund" by SEBI but there is no mandate for market cap and the fund can invest in any market cap per their in-house view.
There are multiple plans available under the SBI retirement fund and market cap allocation differs across different plans. Kindly have a look at the market cap details for multiple plans (Portfolio data as of Sept22):
SBI retirement benefit fund - Conservative Plan ( Large: 61.7%, Mid:29.2%, Small: 9.1%)
SBI retirement benefit fund - Conservative hybrid Plan ( Large: 61.1%, Mid:29.6%, Small: 9.2%)
SBI retirement benefit fund - Aggressive hybrid Plan ( Large: 60.4%, Mid:30.1%, Small: 9.5%)
SBI retirement benefit fund - Aggressive Plan ( Large: 64.1%, Mid:28.0%, Small: 7.9%)
Thank you.
@@FisdomOfficial ...thank you madam for the detailed reply...I have started SIP in this SBI Retirement benefit Fund aggressive plan direct growth for the longer period of 15-20 years...
I think in this fund a very little portion invested in debts, cash and foreign ETFs also....
Swati didi jawab nahi deti
Good nd useful analysis nd information. Thanks.
Most welcome Ashok. Do let us know if you have some topic suggestions 🤩
Good examples given, shows you are well versed with current happenings around us. You are doing great job for common people who are investing their savings in market.
Thank you for your kind words. Join the moment to make India Financially Wise! Subscribe to our channel😊🙏
Madam, I have SBI Retirement Benefit Fund in my portfolio...Should it be prudent to add SBI equity hybrid fund too alongwith Retirement fund in my portfolio ??
Can we take both multi and flexi funds in portfolio???
Flexi cap may be like Large cap, Mid cap , large and mid cap . It all depends upon the Fund manager because minimum eligibility to be multi cap fund is to invest min. 65% in equity. But multi cap has to compulsorly invest in Large, Mid and small cap ib 25: 25:25 proprtion so having more risk with high prospect of return in comparision to flexi cap.
So flexicap is best or not
Which one is best for long term investment flexicap or multicap
Yes use both.. Many AMC has different profess and thinking.. Like Quant Flexi won't overlap much say in WhiteOak Multicap.. So you can use both.. But dont use both from same AMC or from similar fund house styles..
Thanks mam ,, Quant active fund kaisa fund hai. Is pe ek video bana dijiye 🙏 please
Welcome Pramod. Good suggestion. Theek hai dekhti hun😊
Mam .I invested 8 months ago. Please review My portfolio. For 15 years. (1) Quant active fund 3000. (2) Axis small cap fund 2500 (3) Pgim mid cap fund 2500 (4) Pgim phlexi cap 2000 (5) Canera robeco bluechip fund 2000 (6) SBI small cap 2500 mam 15 years me Kitna amaunt ho jayega please suggest me 🙏
Good
Parag Parikh Flexi cap Fund is Best in this Category 🎉🎉🎉🎉
Madam Ji how is tata flexi cap to invest
ruclips.net/video/r9SKbJ-qqmA/видео.html this short video can you help you figure out if the said MF is good to invest. 😊
Nice
Thank you Abdul 😊
Mam you look so stunning 😍❤️
Pgim india mid cap opportunity fund कैसा रहेगा next 10years के लिये
माल हो तुम ❤❤
Nice information
Thank you Talib 😊
Icc prudiential Technology Direct fund ke bare me bataiye please
Go Direct Equity
Not invest In M F
Apne ek detailed video Idea dediya hai. Thank you
Flexi cap में सब में निवेश कर सकते है, कोई पाबंदी भी नही फिर भी ये लोग 65% large cap में निवेश करते है तो क्या profit मिलेगा। Actually flexy cap सबसे ज्यादा return देनेवाली catagory होनी चाहिए।
ये अजीब बात है 😂😂😂😂😂😂😂
Update English Subtitle i can't understand this language....🙁
Thank you for the suggestion Kannan! We will see what we can do🤩
mutual fund kitne hone chahiye .plz
To start with only one fund is more than enough to create a well diversified portfolio..
Hi Yogesh!
Rs. 500 se bhi you can start
Mam Investment ke liye sahi Fund Bataiye
हरेक के लिए सही फ़ंड अलग अलग होता है ।
Quent is best
Jab se flexicap aaya hai, multicap ne jada return diya hai flexicap se
Hdfc multi cap best
Madam ji aise hi chhote chhhote video banaya kariye
Singh sahab aap aise hi channel k Content ko pasand karte rahiye aur subscribe bhi kare😊
Please not invest in
H D F C Mutual Fund