Too many small cap funds in an investment portfolio

แชร์
ฝัง
  • เผยแพร่เมื่อ 17 ก.ย. 2024
  • 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.
    Please subscribe to our TH-cam channel:
    / @pankajmathpal
    You may like to watch this video
    • Suitable Mutual Funds ...
    #mutualfunds #financialplanning #pankajmathpal #questionanswer

ความคิดเห็น • 45

  • @manojsuri007
    @manojsuri007 8 หลายเดือนก่อน +9

    Never be afraid of investing in small cap funds. In long run they will always give best returns. Don't invest in large caps at all.

    • @jishnu18
      @jishnu18 5 หลายเดือนก่อน

      Wrong..small cap 250 index is just 14%. Even a flexi cap has more returns. All small caps you see were mid and small cap funds which then renamed to small cap in 2017

    • @deepakbadatya5234
      @deepakbadatya5234 20 วันที่ผ่านมา

      small cap index abhi aya h ​@@jishnu18

  • @piyushgupta5617
    @piyushgupta5617 8 หลายเดือนก่อน +1

    Nipoon small cap last 10 yrs se jabardast return diya hai

  • @mehuldsilva
    @mehuldsilva 8 หลายเดือนก่อน +1

    Sir Please review my Portfolio-
    1) Parag Pareikh Flexi cap Fund -5k
    2) Quant small cap Fund -5k
    3) Motilal oswal Large and Mid cap fund -5k
    4) HDFC Balanced Advantage Fund -5k
    5) Icici Pru Nifty Midcap 150 Index Fund -5k
    Duration - 10 Years

    • @VishalRasal-py8fe
      @VishalRasal-py8fe 8 หลายเดือนก่อน

      Always invest all type fund....large...mid..cap.... hybrid....

  • @bikramdebbarma8028
    @bikramdebbarma8028 8 หลายเดือนก่อน

    Good evening sir
    1) Quante small car
    2) Nipon India small cap
    3) ICICI prudential blue chip fund
    4) HDFC balance advantage fund
    5) HDFC mid cap opportunity fund
    6) ICICI prudential commodities fund
    7) HDFC index s&p BSE sensex
    Sir enmese kaunsa sahi fund hai please suggest me
    Thankyou sir Bikram Debbarma

  • @Tissan-rocky
    @Tissan-rocky 8 หลายเดือนก่อน +2

    Sir
    Im Tissan
    Age -25+....
    From - South korea.
    mera invest last one year continue chlrrhe..
    Maine 12-12-23 stop kiya..
    2024 march main again start hoga..
    Pls review my portfolio
    1.ICIC pru eqty & dvt drt -3.5k
    2.kotak emerging eqty dr -2.5k
    3.kotak small cap dr -5k
    4.Mirae Asset Tax saver dr-5k
    5.Navi Nasdaq 100 fof dr -2.5k
    6.nippon india small cap dr-15k
    7.Parag Parikh felxi cap dr -10k
    8.Quant ELSS tax dr -7.5k
    9.Sbi Small cap dr -10k
    10.Motilal oswal mid cap dr -12k
    I wish sir
    After 5 month
    New 2 small cap fund add karna hain
    1.Tata small cap -5k
    2.HSBC small cap -5k
    (Step up ve hoga 10%
    +market low pe lumsum upto 50k-100k/ year)
    T- 7/8 year
    Sir mera target 2.5cr
    ★ Sir koi fund Change karna se acccha wealth hoga o ve bataye pls 🙏

  • @vallabhpatel5091
    @vallabhpatel5091 8 หลายเดือนก่อน

    Thanks for my portfolio review sir🙏🙏🙏

  • @alokede8699
    @alokede8699 8 หลายเดือนก่อน +1

    My son is 11years. I have already accumulated Rs. 4.32 lakh. I continue his SIP Canara Reboco Bluchip Fund Rs. 2000, ICICI Flexi Cap Fund Rs. 3000, Mirae Asset Midcap Fund Rs. 3000, ICICI Small Cap Fund Rs. 5000 and SBI Small Cap Fund Rs. 2000 . Pl review Portfolio. Time 7 years. Target Rs. 25 lakh

  • @darkeaagejithai8266
    @darkeaagejithai8266 8 หลายเดือนก่อน +2

    Mai small cap mid cap 10 year se invested hu koi risk nahi hai

  • @amitsinghchauhan...3733
    @amitsinghchauhan...3733 8 หลายเดือนก่อน

    Thnks for review sir

  • @milindkotasthane9362
    @milindkotasthane9362 8 หลายเดือนก่อน

    In current senario what should be percentage allocations in large, mid and small cap funds?

  • @RakeshKumar-dz2ki
    @RakeshKumar-dz2ki 8 หลายเดือนก่อน

    Sir tata AIA flexi growth ki video banaye ❤❤

  • @sonumeena6878
    @sonumeena6878 8 หลายเดือนก่อน

    यादि वास्तव मैं 15 से 20 साल निवेषित रहना है तो इंडेक्स से बेहतर कोई निवेस नही हो सकता
    1 nifty 50 इंडेक्स 20 प्रतिसत
    2 next 50 index 20
    3 150 mid cap index। 20
    4 250 small cap index 20
    5 gold fund। 20
    लोंग टर्म मैं 15 से 18 का cagr आसानी से मिल सकता हैं

  • @Kkyadav15
    @Kkyadav15 8 หลายเดือนก่อน

    Sir g namaskar meri age 30 h Mai 20 year ke liye invest karne ka plan h,Mai apke video last 6 month se continue dekh Raha hu jise dekhar hi mane apna portfolio banane ka prayas kiya h, kuchh fund me sip suru ki..
    Sbi nifty index fund(regular plan)₹2000
    Farag parik flexible ₹2000
    Quant midcap fund ₹2000
    Sbi smallcap₹3000
    Sbi focus equity fund(R.plan) ₹1500
    Sbi equity hybrid(₹60000 ka amount hai) me sip stop kardi h
    NPS teir 2 me ₹1000
    Sir g please review & tell me kya en me se koi scheme stop karni h tha koi new add karni ho to please suggest me or ye bhi btana ki regular plan & direct plan me mere liye konai best rhe ga?
    Or

  • @DISCOM_ENGINEER18
    @DISCOM_ENGINEER18 8 หลายเดือนก่อน +1

    Sir i want to invest 10 lacs plz suggest.thanks

  • @roshancharly
    @roshancharly 8 หลายเดือนก่อน

    Pls reviwe below given PF,
    Investment continuing since January 2021 with PP flexicap - 17500, PGIM Midcap - 12500, SBI Smallcap - 12500 and MO Nasdaq 100 - 5000.
    I don't know how long be this investment will continue, but i want to keep going as long as i can.

  • @smfin8114
    @smfin8114 8 หลายเดือนก่อน

    Sir pls review my portfolio sip
    My Age -29yr
    Ppfas-5000
    Mirae tax saver -5000
    Axis small cap-5000
    For retairment
    Another sip portfolio for other goals
    Mirae large & mid cap-4000
    Tata midcap 150 momentum-4000
    Dsp Small cap-4000
    Step up 1000 rs /yr
    All portfolio for 20-25yr.
    Pls guide .
    I invest stocks too in large cap only

  • @ArunKumar-si8dm
    @ArunKumar-si8dm 8 หลายเดือนก่อน

    Thankyou sir aapne hmare sbaal ka jbab diya leki men ye sb fund me sip kr Raha hu 4yersh se kya karu pllj Ripley wet krunga good night

  • @RAJIVKAKRIA
    @RAJIVKAKRIA 8 หลายเดือนก่อน

    Good evening, I have been holding HSBC Global Equity Climate Change FoF Regular - Growth since NFO it is now close to buying value...... Should I sell now and opt for Parag Parikh Flexi Cap fund......

  • @PrabhatKumar-vh6hx
    @PrabhatKumar-vh6hx 8 หลายเดือนก่อน

    sir mere paas 4 fund h 1 SBI small cap 2 SBI mid cap 3 SBI large cap fund 4 prag Parikh flexy cap fund h kya sir mera portfolio sahi hai jarur bataye sir

  • @raunaqjuneja3533
    @raunaqjuneja3533 8 หลายเดือนก่อน

    Hello Sir
    Plz let me know
    Nippon Small cap vs Quant Small cap (SIP)
    Horizon - 10 yrs plus
    Already have SBI small n Nippon mid

  • @Ajaykumar-lf4uw
    @Ajaykumar-lf4uw 8 หลายเดือนก่อน

    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.

  • @cmahesh9122
    @cmahesh9122 8 หลายเดือนก่อน

    Sir my portfolio review kar du. Pahale bhi kara hai. Sbi small 2000 sip. Kotak mid cap 1000.mirae asset emerging blue chip 2500 sip. Lumsum amount. Kotak mid 20 k. Hdfc flexi 30 k. Nippon multi 30.k icici prudential blue chip fund 40.000 k.sir Aap ka video intezar kar raha hu.i am wait

    • @cmahesh9122
      @cmahesh9122 8 หลายเดือนก่อน

      Sir any change my portfolio folio. 22 year time. My age 38

  • @SalmanKhan-ks7ey
    @SalmanKhan-ks7ey 8 หลายเดือนก่อน

    Sir mai ek New investor hu first time mutual fund me invest kar raha hu maine ek Parag Parikh flexicap fund 3000 and ek Nippon India Malti cap 2500 par invest Kara hu so please mujhe bataye ke ye funds mere liye sahi hai ya nahi mujhe 10years Tak sip karna hai in funds me

  • @heeralalmeena8266
    @heeralalmeena8266 8 หลายเดือนก่อน

    Good evening sir ji 🙏
    Aapke video roj dekhta hu hu sir ji bahut hi achhe lagte hai
    Plz sir review my portfolio
    SBI small cap direct fund 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 1500
    HDFC sensex index fund 1000
    HDFC small cap 500
    Target 1.5cr in 12 , 13 years me
    Koi change karna hai ya nahi plz suggest me
    HDFC small or Motilal Oswal large and mid cap me 3 month ho gye or baki sabhi fund me 14 month ho gye hai sip shuru kiye huye

  • @arpitsingh3372
    @arpitsingh3372 8 หลายเดือนก่อน

    Sir please review my portfolio Age-19Y, Investment horizon - 30+ Years , High risk _ HDFC Nifty midcap 150 index - 5000. HDFC Nifty smallcap 250 - 5000. Parag Parikh flexicap - 2000. Axis smallcap - 2000 Nippon smallcap- 2000 SBI contra -1000

  • @mrrajesh.5741
    @mrrajesh.5741 8 หลายเดือนก่อน

    Sir kiya may grow aplicatio par sip kar sakta hu?

  • @RajeshKumar-ty5bm
    @RajeshKumar-ty5bm 8 หลายเดือนก่อน

    Hi Sir,my name is Rajesh.i have SIP in Canara Robeco small cap,Axis blue-chip, parag parekh flexicap,uti nifty 50 index fund,Axis midcapfund,Edelweiss balanced Advantage fund for last two years.my investment horizon would be next 13 years.i invest 10,000 each every month. Do u recommend any additions or deletions??

  • @banshidharhota5375
    @banshidharhota5375 8 หลายเดือนก่อน +1

    Direct or regular mutual fund which is better

    • @roshancharly
      @roshancharly 8 หลายเดือนก่อน +1

      Don't go with Regular...
      Pls invest thru Direct Plan

    • @vpkareem
      @vpkareem 8 หลายเดือนก่อน

      Direct... Always

  • @janaksingh4953
    @janaksingh4953 8 หลายเดือนก่อน

    Sir mane app ko bhut bar kya hai mera portpoloi banae new ho app k kehne per last month parag pariak flaxicap m 3000 month sip suru ki hai goal 10 saal ka hai 8000 per month kiss kiss fund m sip or karu risk kam ho pls

  • @sarvottamshetty3273
    @sarvottamshetty3273 8 หลายเดือนก่อน

    I have to invest in 3 funds amount rs 12000 .. Plz suggest 3 good fund for long-term that is 12 years...

    • @Proinvestor1993
      @Proinvestor1993 8 หลายเดือนก่อน

      Kotak equity opportunity 5000
      Nippon india GROWTH 3000
      TATA SMALLCAP FUND 2000
      EDELWEISS SMALL CAP 2000

  • @narendrapawar1081
    @narendrapawar1081 8 หลายเดือนก่อน

    Hello sir my name is Narendra Pawar I am from chhindwara I have invested 3000 in hdfc small cap and 3000 in hdfc mid cap opportunity fund and I want to start a sip of 9000 rs more so please suggest me a fund.

    • @Sumankumar-kc5cm
      @Sumankumar-kc5cm 8 หลายเดือนก่อน

      Large cap 3000
      Flexicap 3000
      Index fund 3000(good)

  • @mehulchhallani5626
    @mehulchhallani5626 8 หลายเดือนก่อน

    Sir any mutual fund invested railway sectors send name

  • @SanjaySoni_sk
    @SanjaySoni_sk 8 หลายเดือนก่อน +3

    Sir namstey
    Meri age 37 year me 2 sal se sip kar raha hu or agle 15 sal tak karna chahta hu
    Parag parikh flexicap. 50000
    Axis small cap. 15000
    Quant small cap. 10000
    Mirae asset large and midacap. 15000
    Quant active. 10000
    Sbi contra. 10000
    Icici value discovery. 10000
    In sabhi fund me sip kar raha hu kam amount se shuru kiya tha dhire dhire amount badate hue 120 k ka sip kar raha hu
    Sir muje ye bataye ki in fundo me over laping to nahi ho rahi hai. Agar koi change karna ho to sujav deve. Thank u