SIP vs Lumpsum in Mutual Funds Investment in 2024? | Assetyogi Show #6

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  • Опубликовано: 24 ноя 2024

Комментарии • 389

  • @AssetYogi
    @AssetYogi  5 месяцев назад +17

    Join All-In-One Video Finance App here: vidfin.com/
    Enjoy Free Access to select Financial Insights & 1st Chapter of all the courses.

    • @tushartyagi7774
      @tushartyagi7774 5 месяцев назад +6

      What about going for a lumpsump in Small cap companies?

  • @RebeccaStallion
    @RebeccaStallion 10 дней назад +310

    I see the rising interest rate as a very big problem, as more investors will definitely pull out more money from the Stock market. This might have worked when I was still invest-ing with a couple thousand dollars, but it is more difficult now to decide whether to pull out more than $365k from my port-folio. I know some investors still make that despite the strong bear market. In wish I could pull that feat

    • @CharlesArthur-fq5sx
      @CharlesArthur-fq5sx 10 дней назад +3

      I think the whole thing about holding stocks for long term will always apply. So I think you should get a quality broker who is able to analyze and pick stocks that will do well in the long term, else you will be in a long bear ride.

    • @williamDonaldson432
      @williamDonaldson432 10 дней назад +2

      You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a broker, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.

    • @foreverlaura-fq4eu
      @foreverlaura-fq4eu 10 дней назад

      @@williamDonaldson432 This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now

    • @foreverlaura-fq4eu
      @foreverlaura-fq4eu 10 дней назад

      This sound interesting. I’m not really one to use pro analysts, but I guess it would not hurt to try one. My portfolio is in the red waters right now

    • @williamDonaldson432
      @williamDonaldson432 10 дней назад +1

      Annette Marie Holt is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

  • @MHousley
    @MHousley 3 месяца назад +75

    I currently have 75% SCHD and 25% ROTH IRA. Brokerage account is 40% VOO, 35% SCHD, 25% XLK. Combine balance ~$1.3m Less than 3 years until retirement.... I have about 100k in cash

    • @estevez1942
      @estevez1942 3 месяца назад +7

      Wooooo crushing it! Love it!

    • @SpriteMcBain
      @SpriteMcBain 3 месяца назад +2

      I lost a lot chasing individual stocks and I feel pretty silly for not understanding how investing works. I have a double major in economics but I’ve been trying to make sense of the market.

    • @barbborstein7640
      @barbborstein7640 3 месяца назад +3

      Great Portfolio Congrats... I am going to borrow some of these for my portfolio!!!

    • @Otis-the-III
      @Otis-the-III 3 месяца назад +1

      Nice! I'm doing some research on XLK now, seems very solid. Congrats on nearing retirement. 3 years will fly.....unless of course you hate your job lol....

    • @MHousley
      @MHousley 3 месяца назад +2

      Love my job. 30 years as a mechanic for a Major Airline. Great company match on the 401k. Just wish I knew about growth/dividend paying ETFs years ago. But still with a good CFA I am doing great. It's a nice hands-off way to approach it. *Lina Dineikiene* manages my funds and she has a great team. Her recommendations and market entry and exit points have been top notch so far.

  • @Tnks4cmin
    @Tnks4cmin 2 месяца назад +248

    I want to hold on to Cash for an entry point based on an indicator /RSI, But for a salaried person with savings of about 150k, I think an SIP may be more beneficial as holding cash for long period. But will parking cash like this provide stable returns?

    • @RobbStonee
      @RobbStonee 2 месяца назад +4

      Here you can do is to create some short time SIP's Or can do RD's so that you can invest some amount of cash punctually then use these saving to buy dips. Also you could contact an investment advisor for informed decision

    • @ScottStraw
      @ScottStraw 2 месяца назад +3

      Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future

    • @Marquez919
      @Marquez919 2 месяца назад +1

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @ScottStraw
      @ScottStraw 2 месяца назад +2

      *Marissa Lynn Babula is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @Tipping-Point88
      @Tipping-Point88 2 месяца назад +2

      I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.

  • @Chacha_chaudhry_007
    @Chacha_chaudhry_007 10 месяцев назад +35

    हम सभी को sip करनी चाहिए और जब भी मार्केट डाउन जाए उन दिनों लंपसम करना चाहिए, इस से फायदा ये होगा की हम sip बिनाकिसी भूल के लगातार चलाते रहेंगे और जब मार्केट डाउन हो तो पैसा डाल के कम nav पे ज्यादा यूनिट्स भी ऐड कर पाएंगे

    • @AnkurBhatnagar
      @AnkurBhatnagar 9 месяцев назад +2

      Kab down hoga u can't predict coz u can't buy MF in same day

    • @Chacha_chaudhry_007
      @Chacha_chaudhry_007 9 месяцев назад +9

      @@AnkurBhatnagar sorry bro you don't have the full knowledge on it, if you purchase before 3 pm on the same day and ur amount reaches to bank, you will get same day NAV, and better to do it when a trend of fall if money stuck one day you will get atleast next day nav

    • @kunalbhamare8408
      @kunalbhamare8408 8 месяцев назад +2

      ​@@Chacha_chaudhry_007are you sure about this? So I will follow the same thing in future

    • @Chacha_chaudhry_007
      @Chacha_chaudhry_007 8 месяцев назад

      @@kunalbhamare8408 100 % सच है भाई, आप एक काम करो एक फाइनेंशियल प्लानर से बात कर लो वो कुछ फि लेगा और आपको ये ही सुझाव देगा

    • @sunilkumar-ch1ze
      @sunilkumar-ch1ze 7 месяцев назад

      Tu rehne de jhantu​@@kunalbhamare8408

  • @Alexedmartin
    @Alexedmartin 9 месяцев назад +43

    No doubts , A good way of growing and saving your money is through investing . You don't need to have much before you can invest. "That little money you have now can make you millions if you invest it wisely". I wasnt financial free until my 40’s and I’m still in my 40’s, bought my second house already, earn on a monthly through passive income and got 4 out of 5 goals, just hope it encourages someone that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing is a grand choice I made

    • @Lawrencekingsley01
      @Lawrencekingsley01 8 месяцев назад +1

      I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.?

    • @Lawrencekingsley01
      @Lawrencekingsley01 8 месяцев назад

      I value your recommendations. It's challenging to locate a trustworthy person. I could really use your investment advisor after seeing how much money you've made through investing. If you don't mind revealing her information, that is.

    • @ugojazzy7812
      @ugojazzy7812 8 месяцев назад

      I have wanted to start investing for a while. Yet, I've always considered it to be late, and I believe I should quit putting things off. I'll absolutely contact Regina Louise Collaro to ask her for advice. Much thanks. This was quite helpful to me

    • @witneywilliam
      @witneywilliam 8 месяцев назад

      It's surprising to come across Regina Louise Collaro's name here. I've always been uncertain about hiring an investment advisor. Just to clarify, I began collaborating with Regina in 2019. She oversees around 70% of my investments, leaving me with the remaining 30%. My stance has always been that I prioritize my own finances, but she has convinced me of her extensive knowledge regarding present circumstances and upcoming trends..

    • @gamezy4674
      @gamezy4674 8 месяцев назад +2

      😂

  • @Daneilchirs
    @Daneilchirs 4 месяца назад +137

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

    • @mertie-l2f
      @mertie-l2f 4 месяца назад +1

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

    • @jeanlaudato
      @jeanlaudato 4 месяца назад

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @shizue-w7n
      @shizue-w7n 4 месяца назад

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.

    • @jeanlaudato
      @jeanlaudato 4 месяца назад

      Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

    • @shizue-w7n
      @shizue-w7n 4 месяца назад

      Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.

  • @OBrienHayden-gu9qb
    @OBrienHayden-gu9qb 8 месяцев назад +105

    Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

    • @PatriciaTrim-yh2qw
      @PatriciaTrim-yh2qw 8 месяцев назад

      the strategies are quite rigorous for the regular-sir. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

    • @Ppower22
      @Ppower22 8 месяцев назад

      You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $1m.

    • @FredrickSam-io2gv
      @FredrickSam-io2gv 8 месяцев назад

      thats really massive!How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

    • @Ppower22
      @Ppower22 8 месяцев назад

      Viviana Marisa Coelho’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @OBrienHayden-gu9qb
      @OBrienHayden-gu9qb 8 месяцев назад

      Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.

  • @StalinGrabovsky
    @StalinGrabovsky Месяц назад +282

    Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.

    • @ErikKlaasenDad
      @ErikKlaasenDad Месяц назад +1

      I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.

    • @NikitaMcLauren12
      @NikitaMcLauren12 Месяц назад +1

      Reason I decided to work closely with an brokerage-adviser ever since the market got really tensed and the pressure became so much(I should be retiring in 17months) so I've had an brokerage-adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.

    • @SlavoPetrovic0
      @SlavoPetrovic0 Месяц назад

      How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

    • @NikitaMcLauren12
      @NikitaMcLauren12 Месяц назад

      Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @NikitaMcLauren12
      @NikitaMcLauren12 Месяц назад

      ELISSE LAPARCHE EWING is the advisor that oversees my portfolio. She's been able to gain some reputation and online recognition with over 3 decades in service, so it shouldn't be a hassle to find basic info.

  • @mohideenbadsha3703
    @mohideenbadsha3703 10 месяцев назад +7

    Actually you need to have strategy that you continue your SIP and invest in bulk when the market is corrected at east by 2.5 to 3 % . This combined results are much better. For example if you invest Rs 10000 for every month and then invest a bulk of Rs 50000/- whenever the market corrects by 3%. You can't wait for market to correct further because the 5% correction is rare and you will have very less investing opportunities if you consider 5% correction. Hence along with SIP, infuse bulk investments of 1 lakh per annul at least twice in a year (Rs 50000/- each). This combined strategy will give you much more returns than going with SIP or bulk investment alone. You can research with any mutual fund which follows Nifty 50 with this strategy.

  • @satya90g
    @satya90g 9 месяцев назад +11

    simple formula is when nifty goes below average PE of last 20 years, a portion of lumpsum amount can be invested to get better overall returns while continuing SIPs..

  • @JaiveerRawat03
    @JaiveerRawat03 7 месяцев назад +5

    Nice explanation, all doubts clear sir.. ab mujhe rich banane se koi nahi rok sakta

  • @funzonefortoddlers8936
    @funzonefortoddlers8936 7 месяцев назад +4

    Sir, If we are doing sip in a fund every month and want to do lumsum in the same fund ..... How many times we can do lumsum in the same mutual fund? one more question please... can we pay our sip without setting auto-pay? Or auto-pay is compulsory? If multiple sips are created due to some mistake how can we manage them?

  • @Aashishtakrani
    @Aashishtakrani 10 месяцев назад +6

    If U Don't Have Lumsum Chunks Then No option To Invest Lumsum
    & If U Have Money Now Don't Wait For Correction Invest in Lumsum & Always Increase Your Investment From Spare Amt.
    You'll Always Get At Higher Price Later
    "Instead Time the Market, Spend Time In Market"

    • @kamalbardia8203
      @kamalbardia8203 9 месяцев назад +2

      Very nicely explained by you
      Thank you .I have good bank balance after expiry of FD.
      I shall invest by way of lumpsum
      Jay Hind

    • @Aashishtakrani
      @Aashishtakrani 9 месяцев назад

      @@kamalbardia8203 Glad ✨
      Always Invest In Good Profitable & Growth Company.
      Happy Investing !

  • @Yesminjames
    @Yesminjames 9 месяцев назад +15

    Well explained. Thank you for bringing up this video. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject ..... Thanks to Joyce Wooldridge the lady you recommended.....

    • @FeliciaJagger
      @FeliciaJagger 9 месяцев назад

      Investing appropriately today can save you a whole lot of stress in the near future so anyone who is not investing now is missing a great opportunity....

    • @pearlsstephen
      @pearlsstephen 9 месяцев назад

      That woman totally changed my life for good. I have come across individuals but non is as honest as she is. So surprise you know her too.

    • @Yesminjames
      @Yesminjames 9 месяцев назад

      SHE'S MOSTLY ON TELEGRAMS WITH THE BELOW NAME

    • @Yesminjames
      @Yesminjames 9 месяцев назад

      @Ms joywool

    • @pearlsstephen
      @pearlsstephen 9 месяцев назад

      Ma'am, ""currently"" this information is truly beneficial to me, I will look forward to her immediately as instructed with the above mentioned name.

  • @santoshed
    @santoshed 10 месяцев назад +4

    If you don't have lump sum amount to invest and depend on your salary then SIP is the only option.

  • @abhijitchakrabarty5116
    @abhijitchakrabarty5116 4 месяца назад +2

    This question is on lump sum.
    Let's say I have only one SIP running since 5 years. Can I add a lump sum amount of one lakh to the same SIP OR do i have to choose a different fund altogether to do a lump sum separately?
    Is it advisable to do so? What do you suggest. Thank you.

  • @syedirfan-jj7fh
    @syedirfan-jj7fh 21 день назад

    100 ki seedhi ek baat....
    Kisi ko nahi pata future ka,ki market upar jaayegi ya giregi....
    Bas jo amount bache invest karte jaao,pledge karte jao,expiry day OTM+2 option sell at 3.15 pm karte jaao,zakaat nikalte jaao...
    Keep investing and relax

  • @noorudeen870
    @noorudeen870 10 месяцев назад +2

    M.F. mei 2 se 4 din hota hai nav allocated hone mei. Stocks are best if we know about fundamental analysis.

  • @bharatbagiya6515
    @bharatbagiya6515 9 месяцев назад +5

    Sir maine
    Hdfc defence-1000
    Nipon India small cap-1000
    Parag parekh-2000
    Quant -1000/month sip me lagaya hai..isme koi chane aapke hisaab se karna chahiye?

  • @quark5267
    @quark5267 10 месяцев назад +6

    Please provide more videos about how to invest in the share market and mutual funds.

  • @Jackal.76
    @Jackal.76 10 месяцев назад +1

    Q. Indexation and benifits, where applicable?
    How to save taxes from Stock returns- as indexation, expences, buying any property, tax harvesting etc all to be covered.

  • @santoshborude170
    @santoshborude170 10 месяцев назад +8

    Lumsum gives double return than sip

  • @neelamx64
    @neelamx64 10 месяцев назад +1

    First of all make sure you are earning from job or business.
    Then save from it after basic expenses.
    And from the cash Always do some investing like continue with sip in index fund like nifty, midcap.

    • @nitish.7042
      @nitish.7042 9 месяцев назад

      What about large cap ??

  • @anuyou007
    @anuyou007 10 месяцев назад +1

    Hello Sir, a prudent investor definitely will have the idea of the power of compounding but may not so much about interrupting it over the years. The giants, the likes of Charlie Munger, Warren Buffet and Mohnish Pabrai have spoken a bit on the topic of interrupting and losing out on its benefits. I however am not very clear on ways one can screw with compounding and ways how not to either continue commiting or commit such mistakes in future and would request you to make a video on how one can avoid interrupting compounding or with minimal interruptions make alterations to ones portfolio when situation demands.
    Thank you,
    Your ardent follower.

  • @Alok_Gomia_Bokaro_Siwan
    @Alok_Gomia_Bokaro_Siwan 9 месяцев назад +2

    Dear sir,
    I am 30 years old -moderate risk investor... investing for 10 years in the following funds kindly review my portfolio:-
    1. HDFC Small Direct growth: 3000
    2. Tata small Direct Growth: 3000
    3. Parag Parikh flexi Direct Growth: 4000

  • @kishorshewale2691
    @kishorshewale2691 9 месяцев назад +2

    Lumpsum me aapko market drop down track karna padega jis din down rahega tabhi aap entry kar sakte hai

  • @shreejithnair90
    @shreejithnair90 10 месяцев назад +12

    Nice information sir... 🙏👍👏👏
    In SIP Investment we need to increase SIP amount if market or NAV is going DOWN and
    SWP is applicable when market or NAV is going UP.
    But
    In Lumpsum we need to wait till the price of NAV should get down than the 15 or 20 years low or The good stocks which are getting in fair price below than the book value.

  • @avirajankitjain256
    @avirajankitjain256 10 месяцев назад +2

    please make a details videos on insurance on vehicle, online, third party means, which is best, offline and many other aspect which cover vehicle insurance

  • @adityashukla6204
    @adityashukla6204 10 месяцев назад +2

    Nice information sir,aap ka koi cource hai share market invests par ya personal finance par..

  • @manojjoshi7754
    @manojjoshi7754 9 месяцев назад +1

    Dear sir,
    Please guide shall we go for High nav mutual fund or low Nav mutual y.
    🙏🙏

  • @spreadpeace8863
    @spreadpeace8863 4 месяца назад +2

    Lumsum me paisa eksath lgane se compound interest already uska sip se bahut jyada hmesa hi rhega, to return lumsum ka to hmesa hi jyada hoga same MF me!?

  • @MrSiddh10
    @MrSiddh10 9 месяцев назад

    It's known if we invest a lumpsum amount and monthly SIP, we will find lumpsum amount will give you extra return subject to both the investments should be start from same period and by the way differential between both the inv is basically TVM which we compromise in lumpsum value that we get in form of extra return

  • @YusufKemal-td3cm
    @YusufKemal-td3cm 5 месяцев назад

    Mere bhai ka recommendation best tha, ab main bhi sabko 4ra recommend karta hoon

  • @SrikantaSarmaMondal
    @SrikantaSarmaMondal 10 месяцев назад

    Mutual funds VS ETF kon better he investments ki liye? Plz Sir ek video banadigiye.

  • @vivekuppal1826
    @vivekuppal1826 9 месяцев назад

    Mr. Malik, Thanks for sharing. How much correction should e in considered if we want to invest Lumpsum. Will appreciate your answer.

  • @advaitkhatavkar
    @advaitkhatavkar 7 месяцев назад

    Thanks for important information , It helped me a lot .

  • @MutualFundsatShivam
    @MutualFundsatShivam 9 месяцев назад +2

    नमस्कार, सभी कट्टर निवेशकों का बहुत बहुत हार्दिक स्वागत हैं ❤

  • @kunalchaudhari3784
    @kunalchaudhari3784 10 месяцев назад +2

    Sir 2 saal pehle aapne mujhe reply kr k kaha tha ki Algo trading par ek video banaunga..abhi tk nhi aya 😢

  • @swaminarendra
    @swaminarendra 9 месяцев назад

    Since market is volatile on a daily basis, SIP will be beneficial only if done on a daily basis. Otherwise, in my opinion lumpsum will be more beneficial.

  • @sukhjindersingh5050
    @sukhjindersingh5050 8 месяцев назад

    Amazing video ..this guy explains things in a very simple way

  • @prikshapur6821
    @prikshapur6821 7 месяцев назад

    Way of teaching very nice sir

  • @anupamchoudhary6168
    @anupamchoudhary6168 10 месяцев назад +1

    Very nice information. What is the opinion if i say continue with weekly or monthly scheduled SIP and in case of sharp market fall, review the fund and add lumsum in the same fund folio. The is what I followed in IT fund last year

  • @MehmetKalender-iy8kp
    @MehmetKalender-iy8kp 5 месяцев назад

    The daily challenges are a must for me they keep the games exciting and up the ante with extra bonuses 🎯

  • @surojitroy9305
    @surojitroy9305 10 месяцев назад +5

    Sir one of the best and easiest explanation of sip and lumpsum investing I’ve seen.. thank you 🙏

  • @AchieversEnglishCoaching
    @AchieversEnglishCoaching 5 месяцев назад

    One point is missing. If anyone is investing in SIP he can gain interest on remaining amount through bank. But in lump sum you need to invest in one go and you miss the chance to gain FD interest on remaining amount. Sip is always better.

  • @joelrodrigues5491
    @joelrodrigues5491 2 месяца назад

    Good Explanation of Mutual Funds Investing

  • @Dushyantgiri
    @Dushyantgiri 8 месяцев назад

    Market correction ke chakkar mein mein market 10% up vhala jata hai..and wahan se 5% girta hai tab aap invest karte ho lumpsum..fir bhi base position se aap 3-4% upper he kharid rahe ho..yeah jyada hua hai rather girna market ka

  • @ambikakhambe7788
    @ambikakhambe7788 8 месяцев назад

    Kya abhi lumsum invest karne ka sahi time hai? Aur kis mutual fund me invest karna chahiye. Mujhe 3 years ke liye invest karna hai

  • @rakesh1889
    @rakesh1889 2 месяца назад

    Lumpsum amount should be invested in which type of mutual funds ( large cap, mid cap or small cap) when the market is down ?

  • @deepak77garg
    @deepak77garg 9 месяцев назад

    Nice information Sir, please let me know what is the diffrence between Lumpsum ELSS and Lumsum SIP.

  • @ketansompura8095
    @ketansompura8095 9 месяцев назад

    Thanks for the video. People dont only invest in large cap funds, they also invest in mid and small cap funds. So shouldnt they also look at the PE of Midcap 150 and Small Cap 250 ? If they look at the PE of Nifty 50 and invest in mid and small cap funds, they could be investing wrong right ?

  • @Durgesh6786
    @Durgesh6786 9 месяцев назад +3

    Children k liye best MF kaun sa hoga 20 yrs k liye?

  • @PradeepKumar-ve2cx
    @PradeepKumar-ve2cx 2 месяца назад

    Sir,make video on which plan i.e direct or regular we should opt.

  • @vijaydeswal1379
    @vijaydeswal1379 10 месяцев назад +1

    Hi Mukul sir. Again very informative and knowledgeable video, nice to hear. Sir, I am already investing in mutual funds though SIP, but now planning to invest in smallcase, can you kindly suggest me one two Good smallcase that we will be great favour. Thank you.

  • @Subhashk2468
    @Subhashk2468 10 месяцев назад +6

    Excellent .. easily way of spreading valuable knowledge.. keep going..

  • @shaidham5531
    @shaidham5531 8 месяцев назад

    Sir close end funds ya open ends fund m kon sa investment accha h pla btaye

  • @shubhamostwal1826
    @shubhamostwal1826 9 месяцев назад +1

    Mycams and Kfincart Mutual fund app mein absolute returns show hota hai annualized return??

  • @pravinpatel1677
    @pravinpatel1677 9 месяцев назад

    Sir jis din market gire usi din sip me lumsum karna chahie ya dusare din karna chahie ? NAV ka rate kaunse din ghatta hai ?

  • @shibu2935
    @shibu2935 5 месяцев назад

    Thank you sir ....this is a well presented video and informational as well

  • @vikramkumar.7489
    @vikramkumar.7489 10 месяцев назад +3

    sir mutual fund me jo company hota hai wo dividend deta hai uska NAV nahi milta h .. dividend ka Paisa kya hota hai please bataiye.
    Mai 3 year se sip kar raha hu abhi tak dividend ka NAV nahi mila hai..

  • @rameshgajare9700
    @rameshgajare9700 9 месяцев назад

    Very nice video of investing purpose
    Tq so much sir

  • @lostinthevoid21
    @lostinthevoid21 5 месяцев назад

    I would like to know your opinion on SBI LONG TERM EQUITY FUND, if possible could you please make a short or reel maybe??

  • @deepsaini2598
    @deepsaini2598 7 месяцев назад

    Which is the best sip for investing money

  • @AshokBhinwani
    @AshokBhinwani 10 месяцев назад +1

    20 lakh lump sum invest karna hai Jo fund high NAV se 10% se 20% Kam me Aaj mil raha hai aise fund bataye plz

  • @nadeemrizvi5838
    @nadeemrizvi5838 8 месяцев назад

    This is the first time I am thinking of investment in mutual fund watching videos and gaining knowledge usually apps shows 5years chart does it mean we can invest only for 5 years what if we want to go for 20years

  • @bornathlete9206
    @bornathlete9206 9 месяцев назад +1

    I had invested lumpsum amount during low NAV. Within a year I'm getting. 43% returns. I had invested in 7 different mutual funds.

  • @AyanChakraborty2023
    @AyanChakraborty2023 9 месяцев назад

    RESOURCEFUL AND EDUCATIONAL VIDEO. THANKS.

  • @virendragangwar5041
    @virendragangwar5041 8 месяцев назад

    Fund manager Kaun sa achha hai yeh kise Jane please tell

  • @umarayubvlogs6379
    @umarayubvlogs6379 9 месяцев назад +1

    Mukul bhai Mai Kuwait 🇰🇼 Me Kam karta hu Aur Aap se sikha kar Mai investment suru kiya hi abhi Mai 27 saal ka hu Aur sip ke jariye apna portfolio bana rha hu 😊😊

  • @shyampatel9994
    @shyampatel9994 10 месяцев назад +1

    Thanks for such detailed video...🙏

  • @anshusingh3585
    @anshusingh3585 9 месяцев назад

    nav doesn't matter in mutual fund. So why we can't invest lumpsum( 12 month sip)in a year at the start instead of per month sip

  • @K..25
    @K..25 9 месяцев назад +1

    Agar sip ko lumsum k tarha kare to?

  • @arununni1
    @arununni1 10 месяцев назад +76

    I still don’t understand how you can compare sip with lumpsum. Sip is a monthly lumpsum. Isn’t it?

    • @animeshchakraborty8671
      @animeshchakraborty8671 10 месяцев назад +17

      Yes , and lumpsump means like FD, one time deposit

    • @darshansingh9545
      @darshansingh9545 10 месяцев назад +3

      Open nifty chart and put 100 week average on nifty. You will find that nifty comes near 100 week average and start moving up so you can save money and invest lumpsum amount instead of investing monthly sip.

    • @fittertechqa4721
      @fittertechqa4721 10 месяцев назад +1

      Sahi kaha bhai 😂

    • @anandswarupnigam361
      @anandswarupnigam361 10 месяцев назад +3

      Sip is lumpsup/no. of months. He is trying to show if you have a big amount of money, whether to invest it in one go or ivest it monthly in parts to get higher CAGR.

    • @chottalalpatidar9368
      @chottalalpatidar9368 10 месяцев назад +1

      Dono ka purposes alag hai

  • @RahulMishra-tn9pu
    @RahulMishra-tn9pu 9 месяцев назад

    Sir ji ,
    Lump Sum me paise compaund hote hai ya nhi. Matlab Interest compounded Money or milega ya capital value pe milega

  • @deepaksadgune2191
    @deepaksadgune2191 9 месяцев назад

    in this video inflation rate & tds is not covered. after this effect how much we will get in hand. pl.comment on this

  • @biswajitsingh4108
    @biswajitsingh4108 9 месяцев назад

    Fantastic&Very easily prestention for ur vewrs*About SIP &Lumssump

  • @nandkishorpatil9322
    @nandkishorpatil9322 10 месяцев назад +2

    I have learned a lot from Assetyogi Channel
    Your videoes which are uploaded more than 4-5 years back are really superb
    Today I am shocked you are advocating Lumpsump...

  • @aadilsaifi9983
    @aadilsaifi9983 8 месяцев назад

    Right time pr lumpsum krne pr SIP se double triple reteun tk mil skte hai...

  • @doladas9772
    @doladas9772 7 месяцев назад

    How do you calculate the 10 years average PE ratio? As we can get the monthly average chart in Google.

  • @AnkurBhatnagar
    @AnkurBhatnagar 9 месяцев назад

    Is lumsum in equity funds are risky or debt fund @assetyogi ??

  • @sonumeena6878
    @sonumeena6878 10 месяцев назад

    Nice information
    Sir ji
    SBI AMC के एक फण्ड को , SBI AMC के दूसरे फण्ड मैं स्वीच करने पर एग्जिट लोड ओर कैपिटल गेन टैक्स लगता है या नही।

  • @MadheshKumar-mas3
    @MadheshKumar-mas3 9 месяцев назад

    Sip auto-pay open nhi karna kyonki sip fail hone se bank bahut jayada charge leta h bhai soch bhi nhi sakta kitna charge lega

  • @adv.sanjay.1037
    @adv.sanjay.1037 9 месяцев назад

    Very nice & informative video on lumpsum investment till today I'm eagerly and curiously searching knowledgeable video on lumpsum investment from long time but today my search is over..Lot of thanks 🙏 Sir..really very nice video and your way of presentation is marbleous..🙏🙏👍👍

  • @bharatsasmal6162
    @bharatsasmal6162 8 дней назад

    Sir main Janna chahta hun Bluechip fund me lump sum karna theek rahega kya sir

  • @kunalpatil1498
    @kunalpatil1498 8 месяцев назад

    Hello sir, konse mutual fund me investment karne se 80Cvme exemption milata hai?

  • @dpcpoojachaurasia1326
    @dpcpoojachaurasia1326 2 месяца назад

    Laon agaist mutual fund kis palteforn ya nbfc se lena best hai

  • @Manns_shorts
    @Manns_shorts 9 месяцев назад

    Sir Invest Mutual funds me kare abhi ya index funds me??

  • @narendersingh9733
    @narendersingh9733 9 месяцев назад

    Sir, what is best platform for SIP and shell we need a demat account for SIP.

  • @Kashish.talreja
    @Kashish.talreja 8 месяцев назад

    Hello sir, market is not going down since the past few months ..how long should someone wait to invest lump sum in mutual fund?

  • @nilaymehta4705
    @nilaymehta4705 9 месяцев назад

    Sir aapke sath one on one online meet kese kare? Kuch financial decisions lene ke liye?

  • @supriyomukherjee3688
    @supriyomukherjee3688 7 месяцев назад

    Sir,
    Sbi ka ye 3 fund me invest karna sahi rahega ki nahi kindly suggest me.
    1. Sbi multi cap fund
    2. Sbi large and mid cap fund
    3. Sbi flexi cap fund
    I m waiting for your reply for invest in MF

  • @rajdeepnegi6526
    @rajdeepnegi6526 9 месяцев назад

    Really sir thanks for making this valuable vedio 🙏

  • @prasunsamanta9799
    @prasunsamanta9799 7 месяцев назад

    Main kya lumpsum account me har mahina add kar sakte hai ya ek bar hi add kar ke chor sakte hai

  • @AbhiYadav-720
    @AbhiYadav-720 9 месяцев назад

    Sir lumpsum me bhi compounding hoti hai kya

  • @RajeshNair-y3e
    @RajeshNair-y3e 9 месяцев назад

    Excellend explained Mr. malik

  • @SmitaHadkar
    @SmitaHadkar 8 месяцев назад

    Nippon or Quant, which is the best?

  • @shashikantyadav2024
    @shashikantyadav2024 7 месяцев назад

    your videos are always worth to watch :)

  • @satyendrakushwaha7181
    @satyendrakushwaha7181 10 месяцев назад +1

    85% aaye tab...aur invest kana sahi hoga ya paisa nikalna...Lumsum m

  • @bhanubhaktarasaily9097
    @bhanubhaktarasaily9097 3 месяца назад +1

    Sir mere pass 5 lakh pada hai to kis fund mein lumpsum karun jis se mujh jyada return de sake