How many funds should you hold - Brief
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- เผยแพร่เมื่อ 7 มี.ค. 2017
- Investing in a single fund exposes you to various types of risk. Your fund manager may perform poorly or he might leave. The fund house's quality may deteriorate. On the other hand, buying too many funds reduces your portfolio an to an index, sacrificing the rewards of active management. Tracking and managing them also becomes difficult.
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7:23 ...thanks me letter 😀😀😀
7:23
Thanks brother
thanks
Thank you sir for these valuable suggestions.. :)
Quant active fund - 2000
Canara robeco small cap - 2000
Edelweiss mid cap - 2000
Time horizon 22 yr
Annually step up - 10%
But all funds gives similar return. 1 % here and there but if market goes well all go up when down all goes down
Superb sir
Superb
Bullsht even you can have 30 40 funds across all amc and as per your type preferred ,, this will help if one fund underperforms and. Reducing risk in one amc.
Tracking of fund is online anyways
He sounds like he is doing finance commentary
What if I invest through SIP of rs. 1000 in a bluechip fund, a nifty next 50 index fund, a large and mid cap fund, a couple of flexi cap funds (one that invests also in US stocks and one that invests only in India), and through SIP of rs. 500 in a couple of small cap funds and a sectoral (technology) fund at present in 2021? Why would this be considered too much and illogical?
Hi Sir, Which MF is good for SWP for pensioner for an initial investment of Rs 300000/- and monthly in withdrawal of Rs. 3000/-? is it advisable to select index fund for this? or only hybrid fund should be considered for this purpose?
Plz suggest me a sip portfolio as i would like to start now. An sip for a Rs.5000.I also want to park my money in liquid fund for that plz suggest me best liquid fund. Plz sir do reply, i would love to hear your suggestion.
3-4 funds
For ten years balance funds are good opetion and abcl pure value fund works as multi cap fund
R u sure 🤔
Following are my investment in mutual funds. Please suggest , if they are good or do i need to any changes
1. 50 k (Annually) in DSP Black Tax Saver fund
2. 1k (monthly SIP) SBI Bluechip
3. 10k (Quartely SIP) Motilal Oswal midcap 30
Stop investing in midcap and put money into multicap due to new sebi rules
I am investing 4k in SBI blue chip, 4k in HDFC Balance fund, 2K in Kotak Standard Multicap, 2k in SBI Small cap, 2k In HDFC Midcap & Kotak emerging equity. Is it ok to go long. Pl reply.....
You may add one small cap if your time horizon is at least 5 yrs,this would enhance your portfolio.
It's ok
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.
I am investing 10k per month in below schemes for long term. Do you think this is good portfolio, if not please suggest.
1. Kotek Select Focus - 5k
2. Hdfc Balanced Fund - 3k
3. L&T Emerging bussiness Fund - 2k
buddy i suggst you for 30%large cap, 40%(mid10& and small30%), 15%debt(or saving), 15%hybrid
I hope your eyes are ok 🤔
Is it advisable to invest for a period of 40 years in mutual funds, given that I am 26 years old and quite new to investing with an investment horizon in the long run ?
you have to revisit ur portfolio annually and change allocation based on your goals. coz in 40 years ull hv many times ull need the money so invest based on goals, each having a specific time horizon. supposing own a car in 6 years so when u hv sufficient money, redeem from the MF n move it to fixed income n realise ur goal. Now ur allocation ratio has changed so reallocate based on ur 20-80 or 30-70 formula. change funds based on performance, fund managers etc. check for overlapping of stocks, SEBI rule changes etc n step up ur investments by at least 10% each year.
@@34kaushik please explain more clearly.....
For retirement corpus? Of course!!
I am also in the same dilemma
Can put major percentage in index fund…
I am investing 5000rs per month.
SBI multicap-1000rs
ICICI bluechip-1000rs
Axis bluechip-2000rs
HDFC mid and small cap-500rs each.
How is my portfolio. Please reply and give some suggestions. Thank you
One blue chip enough. All give similar returns
Dear Sir,
I have 10 MF in my portfolio as: 1) HDFC short term debt 2) HDFC small cap 3) Canara robeco emerging equities 4) ABSL frontline equity 5) reliance large cap 6) L&T emerging business 7) ICICI banking and financial services 8) HDFC balance advantage 9) Aditya Birla govt. securities and 10) HDFC index sensex fund. I want keep minimum no. of funds in my portfolio. Which shall I redeem ? Please suggest
My opinion reduce 2 fund, 1 icici bankingand , hdfc indeX fund.
what do you have now? jus curious
I have 9 funds
Axis blue chip
Axis small cap
Parag Parekh flexi cap
Hdfc sensex plan
Invesco india contra
Icici prud technology
Idfc psu and banking debt
Motilal Oswal Nasdaq 100
Mirae asset tax saver
Plz suggest how is my portfolio
Is it diversified across all
Sir, no such rule of how many fund u should have. Different ans u will find if u search. 4-5 fund of different category (depending which type of investor ) are enough in portfolio. Track funds timely and decide which funds are performing well. And avoid investing in funds which are not performing well. Avoid high expense ration fund. U will never have to ask anyone. i have only 6 fund in my portfolio now. One fund of each category- small, mid, large and mid, flexi, international and sector fund. U may choose fund as per ur risk adjustment and the time horizon.