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Thanks Swati ji for taking my question today , it’s really helpful. i started switching my mf to direct plan , my distributor was HDFC bank and other person who never talk or help me for any guidance. it was good that i was disciplined and will remain disciplined for next 10 years without touching my MF portfolio.
Investment in Mutual funds is better than the investment in share market with less risk. I invested lump sum 50 lakh in sbi technology and blue chip funds in 2019 now the said investment is going to be double whereas my 22 lakh is trapped in share market for the last two three years in which presently facing floating loss about 7 lakh.
MF SAHI hai. Direct self investment requires a lot of study and experience. A great study and experience or bound to earn 8/10 percent only as knowledge and research is key.
Jitna main conversation Sun chuka Hun yahan Yah main dawa kar sakta hun Madam ko koi academic knowledge nahin hai stock market ke bare mein.. sirf common Sense and bolane ki Tarika se madam popular Ho Gaya..
Looking at improved medical support many are easily reaching 80+. Almost 20-25 years after retirement. So why retired people at the age 60,should not consider investment in small cap mutual funds?
Small cap funds can still be part of your portfolio. However it should not have significant allocation because it is very cyclical in performance (giving returns form few years and rest to time not performing).
Mam gd evening. My portfolio is Parag flexi Mid Cap MOswal Kotak Emerging SBI Contra ICICI Equty & Debt Nippon large Nippon small cap Rs 15000/ per month in each stock since last one year. My investment period is 10 years
Is a Midcap 50 index better for long term investing (15 years) than the usual Midcap 150 Index, since the 50 stocks may be a more focused approach than 150? There is a Axis Midcap 50 index but most other AMCs have a Midcap 150 index, hence wondering which to consider for a midcap investment
My question is -Will I earn a bigger return if I redeem my investment each year and reinvest for one year? Do the same in five years. Compared to five-year earnings on a one-time investment? Plz clarify
Suppose we have few funds which we want to rebalance. But To rebalance , we have to redeem the units which will eventually need to be invested again. With redeem, the problem is we have to do fresh buying at higher NAV . What is best option? Hold the existing funds for long term or redeem the low return funds and reinvest again 🤔
I am doing my sip from last seven months for long term, now i am 35yrs old. please review my portfolio. Tata small cap-9K Mahindra Manulife Small Cap-9K Quant Mid cap-12K Motilal Oswal Mid Cap-2k monthly + onetime every year 50k Nippon Flexi Cap-3.5K Hdfc Multi cap- 3.5K ppf-1.5 Lacs per year from Last 3year. How much approx. I could accumulate after 15-20years.if any change needed then please advice.
The return in long run be same whether one invests in one or two fund or 10 fund. May Google search all small cap fund invest in same stock. All large cap invest in same stock. For stable cool return better one flexi cap and one multi cap more than sufficient. If small cap stocks go in downward journey for 3/4 year then I will question my own decision.
Broader funds like flexicap, largecap, multicap or hybrid funds mein apko apne goal tak ka wait krna chaie. Baki funds jse ki midcap, smallcap and secotr/thematic funds market conditions k hisaab se profit book karte rahe.
Mam,main SBI ke silver ETF FOF me 1 lakh invest kia hun,abhi ye negetive me ja raha hai,kiya karun,tike raru ya nikal jaun.Ek fund aur hai UTI ke Nifty 200 Momentum 30 Index Fund Direct growth plan me,ye fund sahi hai kya
Please reply to my query because I have already send three times same query. I gain LTCG for total 650000 for sale of residential plot in Apr 24. Please suggest to me. (a) Invest in 54EC bonds for 5 years lock in period and interest rate is 5.25%. (b) Or pay LTCG Tax for total 130000 (20%) and balance amount invest in lumsum of MUTUAL FUNDS. Which option is more beneficial for me if I want to invest for 10 to 12 years in Mutual funds. And suggest funds name for lumsum amount 2000000 for 12 years. My goal is daughter education and marriage. She is 8 years old now.
CPSE ETF has multiple PSU companies and infrastructure has PSU and Private both. Both fund are different there for both will performance in different conditions.
Mam, as a new subscriber i want to request for little effort from your side. As i have found your content quality to be superior as compared to other YT channels... So,, for a long term investment purpose in stocks.. Can you please cover how to average in ups and down during the investment period and when to book profit. Ps: I know i am expecting so much from you. But still with high hopes, awaiting your reply.🤞
Hello Swati Mam 😊, Could you please throw some light on below queries: 1) is it a good approach to invest 1 lac lumpsum monthly in different funds ? 2) I have invested in more than 30 funds including some duplicate type like smallcap, multicap etc. how can I rebalance them without impacting my long term returns? Or Should I keep them as it is for long term to grow for next 10 years?
If you are investing 1L per month then it is called SIP, not lumpsum. 30 MF is too much. Should not have more than 5-6 funds My suggestion 1. Index fund 30000 2. Parag Parikh flexi cap 25000 3. SBI small cap 15000 4. Nifty 250 small cap index 15000 5. Thematic fund (HDFC manufacturing or energy fund) 15000
@@harrysingh121 You definitely need to rebalance. After rebalance your returns should improve. I don't know which MF you have so can't comment on the "how" part
You can do SWP from any category of MF. There is no restriction as such. But you have to be careful about your risk appetite, investment duration and quantum of SWP. Stay Blessed, Healthy & B Wealthy
Ma'am pls review my portfolio, i have invested 75 thousand in icici prudential equity and debt fund, 75 thousand in hdfc balance advantage fund, I m doing sip of 5000 in Parag parekh flexi cap n also wants to do sip 5000 in Motilal Oswal mid cap fund for next 7 to 8 year...I m 48 year old house wife n want to accumulate as much as possible..pls suggest how much I can gain n is it ok or any changes required..
Mam Meri Salary Mam 16000 se starting Hai aur Meri Age 22 ki hai mai Ek Achha Investment karna Chahta Hu Mai Kaha Se Aur Kitna Amount Se Start Karu Bataye Mam Mujhe
Kabhi aesi galti mat karna. Mutual fund m paisa nahi banta 10 sal investment kiya. Jab paisa nahi banega toh bolenge ki fund wrong hai. Nahi yakeen ho toh 10 years ki RD and 10 MF m laga lo. Mutual funds m paisa nahi banta. Be Safe....
Meri beti ki shadi keye 1800000 lac ppf mejama hue ab 27 me maturity hai..abhi beti 23 year ki hai shadi ke liye 5 ,6 year hai..kya usko mf me shift Karu jisase growth ho jayegi yafir ppf ko 5 saal ke lye extend Karu..shadi keye25 lacto lagenge
Madam, Now i am start investing in mutual fund before 3 months. My mutual fund details 1.nippon india small cap fund direct growth- 1000 2.tata small cap fund direct growth-500 3.quant small cap fund direct growth -1000 4.parag Parikh flexi cap fund -1000 Nippon india large cap fund direct growth -500 Target for term : 15 to 16 years I want to know my portfolio right or wrong or if any changes required please suggest me ma'am. As i am newly invester so i need your help.
May you get your kid like waht you want. Choice is your. You may struggle like Pappu's Mom for her Pappu or You may like the mother who is always took pride on his son, he went to take her Mother's blessing. Make a choice Ameen.
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Muche high risk me sip karna hai koi accha sa fund bataeye
Thanks Swati ji for taking my question today , it’s really helpful. i started switching my mf to direct plan , my distributor was HDFC bank and other person who never talk or help me for any guidance.
it was good that i was disciplined and will remain disciplined for next 10 years without touching my MF portfolio.
Investment in Mutual funds is better than the investment in share market with less risk. I invested lump sum 50 lakh in sbi technology and blue chip funds in 2019 now the said investment is going to be double whereas my 22 lakh is trapped in share market for the last two three years in which presently facing floating loss about 7 lakh.
MF SAHI hai. Direct self investment requires a lot of study and experience. A great study and experience or bound to earn 8/10 percent only as knowledge and research is key.
It was a very good session, HEMANTJI answers are very clear and on dot
Jitna main conversation Sun chuka Hun yahan Yah main dawa kar sakta hun Madam ko koi academic knowledge nahin hai stock market ke bare mein.. sirf common Sense and bolane ki Tarika se madam popular Ho Gaya..
अच्छी ज्ञान मिलता है आप का वीडियो से
Very nice presentation of vlog. Both Questions and Answers pointed and well rounded. Very easily understable by a Subscriber. Kudos to both of you
Speechless experience and thank you so much mam aap logo ke liye
Very Valuable edition Swati Ma'am 👌
Loved the session through & through Ma'am.
Looking at improved medical support many are easily reaching 80+. Almost 20-25 years after retirement. So why retired people at the age 60,should not consider investment in small cap mutual funds?
Small cap funds can still be part of your portfolio. However it should not have significant allocation because it is very cyclical in performance (giving returns form few years and rest to time not performing).
Concept clear session..thanku sir😊
Excellent explanation/replies .
Very usefull video. Thanks Mam❤
Good morning madam, good advice for investors. Thank you ♥️ ❤
Very motivational Mam
Very Good talk for me 🌷👍🏻👍🏻🙏🏻
Which fund is best for SWP icici prudential equity and debt vs icici prudential multi asset fund
Great knowledgeable session 😊
Thank you Hemant sir and swati madam for the good video.
what is the risk in mutual fund, will you explain.Everybody says there is risk but no body tells about risk.
MF returns are based on share market fluctuations and also depend on MF manager who diversifies the funds.
Hello Swati Mam,
Best MIDCAP MF to start investing ? ls it right
time to start investing in MIDCAP MF ??
Invest Horizon : 10 Years
Mam gd evening.
My portfolio is
Parag flexi
Mid Cap MOswal
Kotak Emerging
SBI Contra
ICICI Equty & Debt
Nippon large
Nippon small cap
Rs 15000/ per month in each stock since last one year.
My investment period is 10 years
Good session
PPF amount can be transferred to conservative mutual fund.
Please evaluate sbi contra fund. Please suggest to park money about 10 lakhs from savings to sbi contra fund.
Thanks
Yes, please send this question to the bwealthy email address... would love to know mam's response
Is a Midcap 50 index better for long term investing (15 years) than the usual Midcap 150 Index, since the 50 stocks may be a more focused approach than 150? There is a Axis Midcap 50 index but most other AMCs have a Midcap 150 index, hence wondering which to consider for a midcap investment
Having more focused portfolio of 50 stocks in midcap space can increase your risk along with increasing your returns.
My question is -Will I earn a bigger return if I redeem my investment each year and reinvest for one year? Do the same in five years. Compared to five-year earnings on a one-time investment?
Plz clarify
Please have conversation with Mr. Sandeep Tandon of Quant Mutual Fund regarding recent market condition and performance of Mutual funds of Quant.
Approach किया था, जवाब ही नहीं आया :) Stay Blessed, Healthy & B Wealthy
Ma'am please advice me shud i invest money in buying a shop or invest money in Mutual Fund.
Suppose we have few funds which we want to rebalance. But To rebalance , we have to redeem the units which will eventually need to be invested again. With redeem, the problem is we have to do fresh buying at higher NAV .
What is best option? Hold the existing funds for long term or redeem the low return funds and reinvest again 🤔
Clear words to understand
Hello madam,
You are doing a very good job for all of us. May you please suggest how to find a good advisor in a city like Raipur (CG) and Allahabad?
I am doing my sip from last seven months for long term, now i am 35yrs old.
please review my portfolio.
Tata small cap-9K
Mahindra Manulife Small Cap-9K
Quant Mid cap-12K
Motilal Oswal Mid Cap-2k monthly + onetime every year 50k
Nippon Flexi Cap-3.5K
Hdfc Multi cap- 3.5K
ppf-1.5 Lacs per year from Last 3year.
How much approx. I could accumulate after 15-20years.if any change needed then please advice.
The return in long run be same whether one invests in one or two fund or 10 fund. May Google search all small cap fund invest in same stock. All large cap invest in same stock. For stable cool return better one flexi cap and one multi cap more than sufficient. If small cap stocks go in downward journey for 3/4 year then I will question my own decision.
Can we save LTCG earned on MF like by investing it somewhere else. It can be property or anywhere ?
There no provision of saving LTCG as on now.
Great 👍 help ❤❤
Setup kise kare Fund main mam main problem to ye hai new folio open ho jata hai
Mutual fund mai time time mai profit Book karne ki strategy kya sahi hai ya phir final goal tak wait kare?
Broader funds like flexicap, largecap, multicap or hybrid funds mein apko apne goal tak ka wait krna chaie. Baki funds jse ki midcap, smallcap and secotr/thematic funds market conditions k hisaab se profit book karte rahe.
Thank you so much
Which fund is best for SwP. I want to invest 20 lacs for 15 years + and wish to withdraw 10000/- (0.5%) per month.
Pradip Kumar Chakrabarty
Any hybrid fund with more than 50% equity allocation will do the job. You can go for Balanced advantage funds or Multi asset mutual funds.
Sahi salah. I follow this withdraw Rs 10000 per month from IDFC and Parag Parikh flexi cap fund
Mam koi bhi mutual fund direct plan lene par kya aage bhi khud se hi manage karna padta hai?
Aapka paisa hai to Manage to aapko khud hi karna padega... fir chahe aap Direct len ya Regular... 🙂
Can you suggest a good fees only advisor to review my present assets and suggest changes to be brought being a retired person?
Rahul Gandhi Ji very nice leader in India ❤
Mam,main SBI ke silver ETF FOF me 1 lakh invest kia hun,abhi ye negetive me ja raha hai,kiya karun,tike raru ya nikal jaun.Ek fund aur hai UTI ke Nifty 200 Momentum 30 Index Fund Direct growth plan me,ye fund sahi hai kya
Please reply to my query because I have already send three times same query.
I gain LTCG for total 650000 for sale of residential plot in Apr 24. Please suggest to me.
(a) Invest in 54EC bonds for 5 years lock in period and interest rate is 5.25%.
(b) Or pay LTCG Tax for total 130000 (20%) and balance amount invest in lumsum of MUTUAL FUNDS.
Which option is more beneficial for me if I want to invest for 10 to 12 years in Mutual funds.
And suggest funds name for lumsum amount 2000000 for 12 years. My goal is daughter education and marriage. She is 8 years old now.
Nice one sir
Great session today.
Should I go for CPSE ETF instead of Infrastructure Mutual fund ?
CPSE ETF has multiple PSU companies and infrastructure has PSU and Private both.
Both fund are different there for both will performance in different conditions.
Any best financial advisor you suggest nearby mumbai,thane city
I am going to retired on next year,want to invest amount im MF.
Pl.suggest.
No sorry PPF is best secured which everyone must have.
Mam, as a new subscriber i want to request for little effort from your side. As i have found your content quality to be superior as compared to other YT channels...
So,, for a long term investment purpose in stocks.. Can you please cover how to average in ups and down during the investment period and when to book profit.
Ps: I know i am expecting so much from you. But still with high hopes, awaiting your reply.🤞
Bahut achchha lga but please Mike sahi kr lijie.
Hello Swati Mam 😊,
Could you please throw some light on below queries:
1) is it a good approach to invest 1 lac lumpsum monthly in different funds ?
2) I have invested in more than 30 funds including some duplicate type like smallcap, multicap etc. how can I rebalance them without impacting my long term returns?
Or Should I keep them as it is for long term to grow for next 10 years?
If you are investing 1L per month then it is called SIP, not lumpsum.
30 MF is too much. Should not have more than 5-6 funds
My suggestion
1. Index fund 30000
2. Parag Parikh flexi cap 25000
3. SBI small cap 15000
4. Nifty 250 small cap index 15000
5. Thematic fund (HDFC manufacturing or energy fund) 15000
@@singhalkap but original query is still open. how to rebalance my portfolio with 30 funds without impacting long term returns
@@harrysingh121 You definitely need to rebalance. After rebalance your returns should improve. I don't know which MF you have so can't comment on the "how" part
1:49 Is type ki knowledge ke liye koi book recommend kro pls.
Whether we can do swp from flexi cap fund or large cap fund?
You can do SWP from any category of MF. There is no restriction as such. But you have to be careful about your risk appetite, investment duration and quantum of SWP. Stay Blessed, Healthy & B Wealthy
Thank u sir....
Ma'am pls review my portfolio, i have invested 75 thousand in icici prudential equity and debt fund, 75 thousand in hdfc balance advantage fund, I m doing sip of 5000 in Parag parekh flexi cap n also wants to do sip 5000 in Motilal Oswal mid cap fund for next 7 to 8 year...I m 48 year old house wife n want to accumulate as much as possible..pls suggest how much I can gain n is it ok or any changes required..
Please improve sound quality of video
Lage raho
Discuss on overlapping mutual fund portfolio
I am Ekhlaque Ahmed 70 yrs retired person.
Invested 2.9 lac in shares
I may save 10 thousand per month.
Where should I invest ?
Different caps hemant and swati are best
ETF❤ SAHI HEY😊
Mam muje 1 lakh ka Longterm lumpsum karna hai to konsa fund achha rahega
50000 UTI nifty 50 index fund
25000 parag Parikh flexi cap
25000 SBI small cap
Good evening ma'am
Pls review Axis bluechip fund direct growth
Good One !
PPF wale sawal ka jawaab do. If it is 50% of investment
Mam Meri Salary Mam 16000 se starting Hai aur Meri Age 22 ki hai mai Ek Achha Investment karna Chahta Hu Mai Kaha Se Aur Kitna Amount Se Start Karu Bataye Mam Mujhe
nice
Kabhi aesi galti mat karna. Mutual fund m paisa nahi banta 10 sal investment kiya. Jab paisa nahi banega toh bolenge ki fund wrong hai. Nahi yakeen ho toh 10 years ki RD and 10 MF m laga lo. Mutual funds m paisa nahi banta. Be Safe....
Bhai kaun sa mutual fund mein invest Kiya aapne aur kahin bank k employee k through to nahi Kiya tha.
But mera to bn ra hai 10 saal se, 28%
Bhaai tu laage hai ekla eklaa audi chlaaanaa chaaave hai. 😂
Mai rd se mutual fund mai aa gya aur farak aa gya 19 %se jayda ka return ka 😂
Meri beti ki shadi keye 1800000 lac ppf mejama hue ab 27 me maturity hai..abhi beti 23 year ki hai shadi ke liye 5 ,6 year hai..kya usko mf me shift Karu jisase growth ho jayegi yafir ppf ko 5 saal ke lye extend Karu..shadi keye25 lacto lagenge
Ppf ko 5 yrs ke liye extend kare
Ppf... aap beti ki shadi k liye wait nahi kr sakte... in case if mf doesnt perform well for a year or 2.
Jo target fix hai najdik hai uske liye paisa FD, PPF Large Cap me hi rahna chahiye since target is near. For 5 yr Flexi Cap is also reliable.
I want to invest Rs. 20 laks . where I can invest it
Namskaram Mam
Pls highlight on overlapping mutual fund?
Pls review axis bluechip fund direct growth
Madam,
Now i am start investing in mutual fund before 3 months.
My mutual fund details
1.nippon india small cap fund direct growth- 1000
2.tata small cap fund direct growth-500
3.quant small cap fund direct growth -1000
4.parag Parikh flexi cap fund -1000
Nippon india large cap fund direct growth -500
Target for term : 15 to 16 years
I want to know my portfolio right or wrong or if any changes required please suggest me ma'am.
As i am newly invester so i need your help.
अनिमेष जी, हम आपके सवाल का जवाब 1 जून के B Wealthy Help LIVE में देने की कोशिश करेंगे। Stay Blessed, Healthy & B Wealthy
Mike is ok now madam
Audio issue of Rustagi
Please improve audio quality
Flate becha he 33 lakh how to save capitol gain
1. Buy new flat
OR
2. Invest money ( profit part) in Capital Bond for 5 years
Topic ko baju rakh deta hun filhaal.
System ke mic ko control panel se disable kar dijiye, so by default aapka new mic use hoga. FYI
Aawaz bahut km h video me
Mutual funds are smart scams.
Invest in gold and silver etfs by SIP
Mera bhi PPF Mature hone wala hai, mai bhi MF mein investment kar dun, age 10 years ke liye...
Thanku
मैं अगले साल रिटायर होने वाला हूं मुझे 80 लाख मिलेंगे मैं कहां इन्वेस्ट करूं। राकेश घीया।
Muze de de Bhai
Start 50 thousand SIP in Index Fund
Do Post Office Senior Citizen FD
Do Post Office Senior Citizen Saving Scheme
Do PPF 1.5 lakh per year
Sorry, at full volume, audio is not clear
Saatchi u r very beautiful ❤❤❤❤❤
Rahul Gandhi ❤❤❤
😂😂😂abhi isme Rahul Gandhi ka kya kam hai
🙏
Modi
Bjp
Is desh ke nagrik wahi karengey jo aap log batayengey,unke paas dimag nahi hai.
Awaz hi nahi hai
AZ rakbe gumti
क्या म्यूच्यूअल फण्ड में scam चल रहा है?
Saatchi I want to marry u mam ❤❤❤❤
Lambsumb ,
Swati, i wish to marry you..
Rahul gandhi zindaabadddddddd❤️❤️❤️❤️ farewell to modi tata bye bye😂😂😂😂😂😂
After Modi pm Post is reserved for Yogi ji. Rahul will never come. But congress may come if PM candidate is changed.
May you get your kid like waht you want. Choice is your. You may struggle like Pappu's Mom for her Pappu or You may like the mother who is always took pride on his son, he went to take her Mother's blessing. Make a choice Ameen.
Rahul Gandhi ki jai