How much return to expect from mutual funds?

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  • Опубликовано: 19 ноя 2024

Комментарии • 44

  • @RAVISHARMA-hk5ll
    @RAVISHARMA-hk5ll 10 месяцев назад

    thanks Pankaj, very inspirational and motivational knowledge

  • @pawanmobilecarekadipur
    @pawanmobilecarekadipur 10 месяцев назад

    सर मुझे एक जानकारी चाहिए🙏
    मैं 16000rs की sip करता हूँ हर महीने अगर मुझे ये 10% बढ़ाना हो तो कैसे invest करूँ???
    10% कैसे invest कर सकता हूँ same sip में?
    invest more का option है और अगर उसमे जाता हूँ तो one time invest का option आता है…..तो ऐसे कर सकते है क्या?

  • @googleuser6972
    @googleuser6972 10 месяцев назад

    Late 40s, switching BSE Sensex & Nifty Next 50 Index funds to ICICI Prudential Equity and Debt fund, will invest via SIP for next 14 years. Good move?
    SIP will continue for next 14 years in PPFAS Flexi, Nippon and Quant small cap funds.

  • @bhukyaravibhukyaravi1389
    @bhukyaravibhukyaravi1389 10 месяцев назад +1

    Good evening sir
    Happy new year sir
    Sir small doubt
    1,AUM high fund
    2,AUM low fund
    Which fund Returns better in future?
    Sir pls clarify
    Pls reply sir

  • @The_Sucess_Visson
    @The_Sucess_Visson 10 месяцев назад

    Pls review both portfolio me and my wife
    1)Sundaram small cap- paused
    2)Dsp small cap -2k
    3)MAE BLUECHIPfund-3k
    4)sbi bluechip-3k
    5)kotak flexi cap-2.5k
    6)hdfc bal.adv fund- 2k ( current of value 8.3 lakh) kya Sundaram se abhi mujhe profit book kar Lena chahiye 57k se 1.2k hua hai ya abhi hold rehne du.
    mf wife pf
    1)Nippon small cap-2k
    2)kotak emer.equity-2k
    3)sbi contra-2k
    4)ICICI pru large&midcap-2k
    5)ppfc- 2k (current of value 70k) my (Mera investment 7 saal se hai aur wife ka last 6 month se baccho ki education, married aur retriment k liye 15 to 20 years me 2cr ka corpus ho payega in fund se ya koi change karne ki jarurat hai.

  • @milonpal8002
    @milonpal8002 10 месяцев назад

    Nippon small cap 3000
    Quant small cap 3000
    Kotak mid cap 2000
    Hdfc multi cap 2500
    Parag parikh flexi cap 1500
    Sip chal raha hai.. 10 salo ke bad usi funds me SWP Karna chahta hu.. Sir ji funds sahi hai kya... Or kai change karna parega eya nehi... Please sir ji reply kigiye ga..

  • @mehuldsilva
    @mehuldsilva 10 месяцев назад

    Mr. Pankaj, Need your advice:
    I am planning to add one more small cap mutual fund in my portfolio, I already have Quant small cap MF, was confused to pick an active or index fund. Should I pick another active fund or select one Nifty Smallcap 250 index fund or Nifty small cap 50 index fund?
    In case index please suggest some good smallcap index funds with less tracking error.

  • @manoharbharambe6924
    @manoharbharambe6924 10 месяцев назад

    Happy New Year Sir,

  • @bhaskarpawar3317
    @bhaskarpawar3317 10 месяцев назад

    Sir maine portfolio review karne ko send kiya hai to dekhen jara.

  • @rameshsinghbisht4998
    @rameshsinghbisht4998 10 месяцев назад

    Sir axis small aur quant small cap dono nifty small cap 250 ke ander aate hai fir 1 day return me axis small cap mines aur quant small cap + me aa rha hai aeisa kyun pl batayen

  • @manindrapandey1577
    @manindrapandey1577 10 месяцев назад

    Pankaj sir namskar mai 18000 per month spi kar rha hu mujhe 15 sal me 1 cr bnana hai esme ICICI prudential technology direct me 5000 sbi small cap 4000me Nippon India small cap me 4000 HDFC mid cap me 3000 aaditya birla psu me 2000 hai sir kya ye fund theek hai

  • @mr.mukeshkumar783
    @mr.mukeshkumar783 10 месяцев назад

    Good afternoon
    Sr
    Mera name Mukesh Ram hai 25year ke hai
    Mai Bihar Sitamarhi se hu
    Maine hybrid fand hdfc advanced dayrect fand me 500 sip Kiya hai
    2 sundram services dayrect faund 1000 ki sip Kiya hai
    Dono faund 25/30 year ki hai

  • @jagdishchandra6289
    @jagdishchandra6289 9 месяцев назад

    sir aditya birla psu fund me nivesh kaise rahega.

  • @sachinbhateley9283
    @sachinbhateley9283 10 месяцев назад +1

    Sir, Presenlty I am doing 31000 SIP in following funds. I am planning for next 15 years for my retirement corpus 3 cr. Is my portfolio is ok or need some correction.
    1 Mirae large cap 5000
    2 canara robaco bluechip fund 5000
    3 Nippon small cap fund 5000
    4 Motilal oswal large and mid cap fund 5000
    5 Parag Parikh flexi cap fund 5000
    6 Mirae mid cap fund 1500
    7 SBI blue chip fund. 1500

    • @sonumeena6878
      @sonumeena6878 10 месяцев назад

      1 sbi ya uti index fund, 7000
      2 one mid cap, sbi,uti,lic. 6000
      3 one small cap, sbi,Nippon,axis,Sbi,uti. 6000
      4 parag parik f. 6000
      5 one gold fund. 6000

    • @sonumeena6878
      @sonumeena6878 10 месяцев назад

      80 प्रतिसत से अधिक लार्ज कैप ओर ब्लू चिप फण्ड इंडेक्स से बेहतर रिटने नही दे पाते है और लांग टर्म के लीये बड़े और सरकार से नियंत्रित amc का चयन बेहतर होता हैं।

  • @basinanageswarrao815
    @basinanageswarrao815 10 месяцев назад

    Sir please suggest best international mutual fund in India

  • @bahadutsingh9420
    @bahadutsingh9420 10 месяцев назад

    Sir mere sip 2015 To 2018 me 8 sip chal rahi dhi en sip ka amount mere mutual fund me jab she rakha hai Kiya kiya jahi

  • @ananthasadawarte4325
    @ananthasadawarte4325 10 месяцев назад

    20year investment planning please sajest this fund, what corpas this fund 20year
    Sbi focus fund 2k
    Tata small cap fund 2k
    Parag Parikh flaxi cap fund 2k

  • @heeralalmeena8266
    @heeralalmeena8266 10 месяцев назад

    Good evening sir ji 🙏
    Pls my portfolio review kr dijiye
    Meri age 40 hai
    My portfolio
    SBI small cap direct 2000
    Axis small cap 3300
    Canara small cap 1600
    Quant midcap 3000
    Mahindra menu life multicap 2700
    Tata large and mid cap 2400
    Motilal Oswal large and mid cap 1500
    HDFC sensex index fund 1000
    HDFC small cap 500
    Target 1.5 cr in 12, 13 years me
    Motilal Oswal large and mid or hdfc small cap me 3 month ho gye hai or baki sabhi fund me 14 month ho gye hai sip shuru kiye huye
    Kuch change karna hai ya nahi plz suggest me
    10 % yearly step up
    Plz suggest me

  • @Ajaykumar-lf4uw
    @Ajaykumar-lf4uw 10 месяцев назад

    Pankaj ji please please please my portfolio answer.i am waiting long time.🙏

  • @rakeshpagare8307
    @rakeshpagare8307 10 месяцев назад

    Sir yek time kitne sip karne cahiye

  • @rajendrabhoyte858
    @rajendrabhoyte858 10 месяцев назад

    Sir Lagta hai HDFc pasand nahi hai always icici

  • @rajkumarnarkhade1873
    @rajkumarnarkhade1873 10 месяцев назад

    13:57

  • @Ajaykumar-lf4uw
    @Ajaykumar-lf4uw 10 месяцев назад

    Sir please make my portfolio
    Sip +Lumsum
    Quant small cap- 1000 +80000
    Nippon small cap-1000 +40000
    Hdfc mid cap- 1000 +40000
    Motilal mid cap- 1000 +70000
    Parag flexi cap- 1000 +30000
    September 2023 se investment chalu ki h.10 ya 12 year ke lie.ye plan theek h.My age 36 year.Markit jab jab dawn hoga m Lumsum karta rehuga.my goal 50 to 60 lac.

    • @pankajmathpal
      @pankajmathpal  10 месяцев назад

      ruclips.net/video/0ugFbgdlYGc/видео.htmlsi=V3KWQeORz0rjiYYA

  • @somojitghosh6968
    @somojitghosh6968 10 месяцев назад

    Sir I want 8 cr at the age of 60 from mutual fund.. I have 25000 for SIP and my current age is 33..
    Please suggest some mutual fund for this retirement plan..
    At 12% cagr it can go to 6 cr but I need some more.. Please suggest..

    • @pankajmathpal
      @pankajmathpal  10 месяцев назад

      ruclips.net/video/11yY92wJrFA/видео.htmlsi=3xzympKSFyOcMkrb

  • @AnujNeogi-ih2db
    @AnujNeogi-ih2db 10 месяцев назад

    Sir keya ek single large cap fund and single midcap fund ke vajay ek large and midcap fund lele toh keya acha hoga in long term ?

    • @raunaqjuneja3533
      @raunaqjuneja3533 10 месяцев назад

      No
      For long term take seperately
      Mid cap alone will outpoerform large n mid cap if you invest for more than 5 yrs

  • @sanjaydhadwal3814
    @sanjaydhadwal3814 10 месяцев назад

    Sir please review my portfolio. I am doing SIP as 5000 Axis small cap , 5000 ICICi prudential retirement plan pure equity, 5000 HDFC retirement equity plan, SBI contra fund 4500 , Axis mid cap 4000, Mahindra manulife small cap 5000 and Nipon India large cap 5000. I am inviting since last two years.

  • @pktyagi2kumar73
    @pktyagi2kumar73 10 месяцев назад

    Sir whether hybrid fund having dynamic allocation between equity and debt , will have long term capital gains tax of 10 percent or it will be treated like debt income?

  • @vinodrawat5202
    @vinodrawat5202 10 месяцев назад

    20 वर्ष के लिए मल्टी के लमसम एव सिप के लिए बताइए

  • @mehulchhallani5626
    @mehulchhallani5626 10 месяцев назад

    Tata sliver etf

  • @manoharbharambe6924
    @manoharbharambe6924 10 месяцев назад

    I have already sent you my son portfolio for review & advise in comments section of your previous video.

  • @Tissan-rocky
    @Tissan-rocky 10 месяцев назад

    Lovely review 🤍

  • @janaksingh4953
    @janaksingh4953 10 месяцев назад

    Sir large cap con c lo sip

  • @narendramakhloga2149
    @narendramakhloga2149 10 месяцев назад

    Sir, 🙏🙏🙏 आपको नव वर्ष की बहुत बहुत बधाई एवं हार्दिक शुभकामनाए। मैं 10 साल के लिए इनवेस्ट करना चाहता हूँ, मेरे पास 7500 रुपये की nippon india large cap mf है। अब मै एक mid cap व एक small cap fund में निवेश करना चाहता हूं for1500 रुपये के लिए। pl मुझे आपकी स्पेशल राय चाहिए। मेरी उम्र 51 साल है मै कुल 30000 रुपये इनवेस्ट करना चाहता हूँ

    • @narendramakhloga2149
      @narendramakhloga2149 10 месяцев назад

      Sorry 1500 रुपये नही 15000 रुपये ।