Enrol in our Educational Courses & Multiply your Investment Knowledge at reasonable price : 1. Masters of Stock Investing (MSI Course) 2. Masters of Mutual Fund (MMF Course) 3. Combo Course (Masters of Mutual Fund + Stock Investing) Currently we are currently offering upto 60% discount on our courses (limited period offer) - www.phronesisinvestor.in/s/store How to Enrol and access our Courses : Website for Online Course - www.phronesisinvestor.in/ Download the Phronesis Investor Academy app from Google Play Store OR iOS App Store on your device. After a successful purchase, log-in to our website or app to watch our lectures. Log-in details will be mailed to you post successful purchase. For more information or clarification, mail or what's app us: Email - contact@phronesisinvestor.com Contact No - 9035318500
I started my SIP journey in 2017 with very small ampunts and have increased it since During covid my portfolio was 20% down. But i stayed put and now i am enjoying good returns. Many people on youtube say only invest in small cap and midcap but no matter how aggresive you are dont do that. Do invest in large cap . It will stabelize your portfolio during market corrections.
Sir I have purchased motilal Oswal Midcap, parag Parikh flexi cap ,hdfc Balanced Adv fund and Nippon small cap fund 5000 each for 7+ year is it good please tell
Thoda dimag lgalo bhai Small cap ka bubble burst hogya pura portfolio laal hojayega jb recover krega fir average se return dedega iska fayda kya h? Pehle he portfolio well diversified bnao sara portfolio small cap se bhrne ko agressive nyi kehte!
Sir main aapke video regular watch karta hoon aur aapke video dekh dekh kar maine nera ek portfolio banaya hai meri age 28 saal hai aur main pichle 1 saal se 6000 ki sip kar raha hoon please review and suggest my portfolio Axis Small cap fund -1000 Sbi small cap fund -1000 Canera robaco Small cap fund - 1000 Quant mid cap fund - 1000 Edelweiss mid cap fund - 1000 Axis Bluechip Fund -500 Kotak Bluechip Fund - 500 Aur please bataiye ki agle 20 saal main nere portfolio ki kitni value banegi thank you.
Sir mera portfolio me ye MF Lena chahata hu 1 ) sbi small cap fund rs 1000 2) tata small cap fund rs 1000 3). Edelweiss small cap fund rs 1000 4) Motilal Oswal large & midcap rs 1000 5). Aditya Birla sun life psu equity fund Rs 1000 6) HDFC multi cap fund Rs 1000 7) ICICI prudential flexicap RS 2000 8) Tata business cycle fund RS 1000 9) morar asset large & midcap Rs 1000 10 ) motilal oswal large & midcap Rs 1000 11) sbi conta fund Rs 1000 क्या ये मेरा portfolio सही हैं या ईसमे कोई chenges (Review) करना पडेगा. PLZ बताईये मुझे 28 साल तक sip करना हैl हर साल 10% बढाना हैं ओर 15 करोड की राशी जमा करना हैं तो ये कर सकता हु क्या।
I just started 1900/- 10℅ step up per month spi My allocation is 1 Parakh parikh Flexicup fund 1000 2 Quant Elss Tax Saver fund 500 3 Aditya birla sunlife Psu fund 100 4 Tata small cap fund 100 5 axis small cap fund 100 6 Nippon india small cap fund 100 Please review my portfolio
Is it good accurate?? All fund has equal Exposure 1) Parag Parikh Flexi Cap 2) Kotak Small Cap 3) Kotak Emerging Fund 4) Axis Small Cap 5) Icici prudential S&P Bse sensex index Fund 6) Kotak Multi Asset Allocation 7) Dsp Multi asset allocation
Good evening sir Sir pls Review portfolio 1,Franklin india smaller Companies fund sip 10000/- 2,Hsbc small cap fund sip 10000/- 3,Edelweiss midcap fund sip 10000/- 4,Jm flexi cap fund sip 10000/- 5,Sbi large&midcap fund sip 10000/- 6,Dsp Elss Tax saver fund sip 10000/- Any fund change? Sir pls suggest Pls sir reply
Sir plz check my portfolio and suggest if any changes My investment 10 k for 20 year 1 Mirae asset large & mid cap - D growth 2 Motilal Oswal midcap -D growth 3 parag parik flexi cap -D growth 4 quant small cap fund - D growth 5 HDFC small cap fund - D growth Sir plz batana any changes karna hoto
Today's 2nd portfolio is mine, Thank you sir for review. In mail I was forgot to express asset allocation and Market cap allocation, sorry for that sir. I invest direct equity also, there is some gold bees in ETF form. My MF market cap allocation is arround Large cap 45-48%+ Mid cap 28-30+% Small cap 18-20%+ Which I get from groww app Market cap allocation section. Hence I have More mid and small cap but Motilal Oswal mid cap and Quant small cap have maximum number of large cap allocation So I get some extra large cap allocation from this two fund. Also I have PF of my job section. Sir please response is to this right Market cap allocation for me. Thank you once again sir❤
Sir, Please review My Portfolio Market cap Allocation Large cap 50% Mid cap 25% Small cap 25% My age is now 47. Time period 13 years. *1. HDFC Sensex index 20%* *2. Nippon India large cap 10%* *3. SBI Contra fund 10%* *4. Parag Parikh flexi 10%* *5. Motilal Oswal mid 10%* *6. Quant mid cap 15%* *7. Quant small cap 15%* *8. Axis small cap 10%* ---------------------------------------- Thinking you...
Except index fund there will be allocation to other categories either to generate alpha or to protect to high volatility with in the fund itself. What I mean to say is large cap fund also has allocation to mid and small cap. Similarly small cap fund also has allocation to large and mid cap. Best way is to monitor through app only.
Enrol in our Educational Courses & Multiply your Investment Knowledge at reasonable price :
1. Masters of Stock Investing (MSI Course)
2. Masters of Mutual Fund (MMF Course)
3. Combo Course (Masters of Mutual Fund + Stock Investing)
Currently we are currently offering upto 60% discount on our courses (limited period offer) - www.phronesisinvestor.in/s/store
How to Enrol and access our Courses :
Website for Online Course - www.phronesisinvestor.in/
Download the Phronesis Investor Academy app from Google Play Store OR iOS App Store on your device.
After a successful purchase, log-in to our website or app to watch our lectures.
Log-in details will be mailed to you post successful purchase.
For more information or clarification, mail or what's app us:
Email - contact@phronesisinvestor.com
Contact No - 9035318500
🎉
I started my SIP journey in 2017 with very small ampunts and have increased it since
During covid my portfolio was 20% down. But i stayed put and now i am enjoying good returns. Many people on youtube say only invest in small cap and midcap but no matter how aggresive you are dont do that. Do invest in large cap . It will stabelize your portfolio during market corrections.
Mr finance advisor good evening and vasant panchmi ki shubhechchha😊😊
Happy Vasant panchmi 🙏
Nice information. 😊😊😊
Thank you 🙂
Very nice teaching sir....please make video for various age groups sir.....????
Thank You, will try. Keep watch and keep sharing 🙂
🎉
Bht hi sundr video
dhanyabad 🙂
How to send % allocation? Actually what’s is percentage allocation?
sir paint industry me revolution ane wala hai , according to this suggest me best mutual fund
Do LTCG and STCG deducted at Source in mutual fund houses
And how and from where to download LTCG and STCG statements for particular PAN ?
You can download it from app where you have invested
Sir I have purchased motilal Oswal Midcap, parag Parikh flexi cap ,hdfc Balanced Adv fund and Nippon small cap fund 5000 each for 7+ year is it good please tell
Quant value
Tata small cap
Neppon small cap
Mahindra manulife multicap
Motilal oswal mid cap
Icici nasdak 100
Ya best hoja...
Votality jyada h apke portfolio me
Namaskar sir mujhe mutul fund me invest kaarna hai kounsa fund invest karro sir plz batao
Sir,,
Must awaiting your review on "Quant Infra MF" and "Aditya Birla PSU"...
I didn't Agree sir, small cap universe is really big.. the portfolio looks superb parag parik and quant compliments really good
Thoda dimag lgalo bhai Small cap ka bubble burst hogya pura portfolio laal hojayega jb recover krega fir average se return dedega iska fayda kya h? Pehle he portfolio well diversified bnao sara portfolio small cap se bhrne ko agressive nyi kehte!
Happy Basant Panchami n Saraswati Puja to you and all members of your family Sir 🙏
Happy Saraswati Puja 🙏
Good information sir ji ❤
Thank You 🙂
Hi Sir Good Evening
Could you share your views on Conservative Hybrid Funds for 2024 in next video
Sir main aapke video regular watch karta hoon aur aapke video dekh dekh kar maine nera ek portfolio banaya hai meri age 28 saal hai aur main pichle 1 saal se 6000 ki sip kar raha hoon please review and suggest my portfolio
Axis Small cap fund -1000
Sbi small cap fund -1000
Canera robaco Small cap fund - 1000
Quant mid cap fund - 1000
Edelweiss mid cap fund - 1000
Axis Bluechip Fund -500
Kotak Bluechip Fund - 500
Aur please bataiye ki agle 20 saal main nere portfolio ki kitni value banegi thank you.
Sir kotak smallcap fund pe me 2000 ka sip kar rahu ya fund review kar app plz plz sir
Sir mera portfolio me ye MF Lena chahata hu
1 ) sbi small cap fund rs 1000
2) tata small cap fund rs 1000
3). Edelweiss small cap fund rs 1000
4) Motilal Oswal large & midcap rs 1000
5). Aditya Birla sun life psu equity fund Rs 1000
6) HDFC multi cap fund Rs 1000
7) ICICI prudential flexicap
RS 2000
8) Tata business cycle fund RS 1000
9) morar asset large & midcap Rs 1000
10 ) motilal oswal large & midcap Rs 1000
11) sbi conta fund Rs 1000
क्या ये मेरा portfolio सही हैं या ईसमे कोई chenges (Review) करना पडेगा. PLZ बताईये मुझे 28 साल तक sip करना हैl हर साल 10% बढाना हैं ओर 15 करोड की राशी जमा करना हैं तो ये कर सकता हु क्या।
Portfolio kam rakhiye 4-5
I just started 1900/- 10℅ step up per month spi
My allocation is
1 Parakh parikh Flexicup fund 1000
2 Quant Elss Tax Saver fund 500
3 Aditya birla sunlife Psu fund 100
4 Tata small cap fund 100
5 axis small cap fund 100
6 Nippon india small cap fund 100
Please review my portfolio
Small cap kam krke large cap me exposure badaye
Is it good accurate??
All fund has equal Exposure
1) Parag Parikh Flexi Cap
2) Kotak Small Cap
3) Kotak Emerging Fund
4) Axis Small Cap
5) Icici prudential S&P Bse sensex index Fund
6) Kotak Multi Asset Allocation
7) Dsp Multi asset allocation
Over exposure in kotak fund house is not good
Large cap me exposure badayiye
Can you throw some light on ABSL EQUITY PSU FUND ? IT HAS GIVEN GOOD RETURNS SINCE Last 3 YEARS..
Request your comments please
will try to cover it in next youtube live stream on Saturday.
@@PhronesisInvestorAcademy Many thanks Sir
@@PhronesisInvestorAcademy Sir link send kijiye please, PSU EQUITY fund ka upor aapka presentation
Good evening sir
Sir pls Review portfolio
1,Franklin india smaller Companies fund sip 10000/-
2,Hsbc small cap fund sip 10000/-
3,Edelweiss midcap fund sip 10000/-
4,Jm flexi cap fund sip 10000/-
5,Sbi large&midcap fund sip 10000/-
6,Dsp Elss Tax saver fund sip 10000/-
Any fund change?
Sir pls suggest
Pls sir reply
Largecap me exposure badaiye
Hello Good Evening
Good evening 🙂
Sir gd evng
Good evening 🙂
Sir plz check my portfolio and suggest if any changes
My investment 10 k for 20 year
1 Mirae asset large & mid cap - D growth
2 Motilal Oswal midcap -D growth
3 parag parik flexi cap -D growth
4 quant small cap fund - D growth
5 HDFC small cap fund - D growth
Sir plz batana any changes karna hoto
Large cap me exposure badayiye
Today's 2nd portfolio is mine,
Thank you sir for review.
In mail I was forgot to express asset allocation and Market cap allocation, sorry for that sir.
I invest direct equity also, there is some gold bees in ETF form.
My MF market cap allocation is arround
Large cap 45-48%+
Mid cap 28-30+%
Small cap 18-20%+
Which I get from groww app Market cap allocation section.
Hence I have More mid and small cap but
Motilal Oswal mid cap and Quant small cap have maximum number of large cap allocation
So I get some extra large cap allocation from this two fund.
Also I have PF of my job section.
Sir please response is to this right Market cap allocation for me.
Thank you once again sir❤
Always welcome 🙂
Sir,
Please review My Portfolio
Market cap Allocation
Large cap 50%
Mid cap 25%
Small cap 25%
My age is now 47.
Time period 13 years.
*1. HDFC Sensex index 20%*
*2. Nippon India large cap 10%*
*3. SBI Contra fund 10%*
*4. Parag Parikh flexi 10%*
*5. Motilal Oswal mid 10%*
*6. Quant mid cap 15%*
*7. Quant small cap 15%*
*8. Axis small cap 10%*
----------------------------------------
Thinking you...
Except index fund there will be allocation to other categories either to generate alpha or to protect to high volatility with in the fund itself. What I mean to say is large cap fund also has allocation to mid and small cap. Similarly small cap fund also has allocation to large and mid cap. Best way is to monitor through app only.