Should you add multicap fund or Balanced advantage fund | B Wealthy Help Live with Swati Kumari
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- เผยแพร่เมื่อ 7 ก.พ. 2025
- Is it time to ditch Balanced Advantage Fund and get into Multicap fund. Balanced advantage fund vs multicap fund what is the smart choice.
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The integration of Adaxum with e-commerce, DeFi tech and global payments solutions has significant potential to enter top 100 cryptos. Well done!
Edelweiss balanced advantage fund is my core portfolio. It has delivered equivalent to Nifty with low volatility.
बहुत ही अच्छा वीडियो 😃👌, धन्यवाद श्वेता जी और स्वाति जी 😊😊🇮🇳🇮🇳🙏🙏
Diving into Adaxum's whitepaper as we speak. The innovation and technology behind this project are mind-blowing!
Swati ji you more than her . But I deeply appreciate your work to aware us .
Presale participation locked in. Adaxum bonuses are a sweet deal for early adopters!
Been following a lot of new crypto projects, but Adaxum seems like the one with a clear vision and real utility. Definitely adding some to my portfolio.
Thank you Sweta and Swati Ma'am..
One of the top new project is definitely Adaxum. Defi and E-commerce narrative will do great in the following year.
Swati ma'am Good morning 🙏 Excellent video. SBI ka best return wala fund kon sa hai ? Thank you.
Aapka show bahut bara fan hu mam
Aapka show dekh kar portfolio banaye or har video time nikal kar dekhte hai bahut bistar se har topic ko cover karne hai aage bhi karte rahiye 😊
Thank you Krishna Jee. जान कर खुशी हुई कि B Wealthy के वीडियो से आपको निवेश में मदद मिली। Stay Blessed, Healthy & B Wealthy
@@BWealthy Please review my portfolio-
1. Motilal Oswal midcap fund - 1लाख lumpsum + 1500₹ SIP
2. Nippon midcap fund -50000₹ lumpsum +1000₹ SIP
3. HDFC midcap fund -50000 lumpsum +1000₹ SIP
4. Nippon smallCap fund - 50000₹ lumpsum +1500₹ SIP
5. Quant small cap fund - 50000+1500₹ SIP
6. Tata small cap fund - 50000+1500₹ SIP
7. AXIS multicap fund - 50000₹ Lumpsum
8. Parag parik Flexi cap fund-30000₹ lumpsum + 1000₹ SIP
9. ICICI Prudential equity and debt fund - 20000₹ lumpsum
Allocation -
Large cap -44%
Mid cap -38%
Small cap -18%
Time duration - 15 years
Target -1-1.5 crore
After 17 year 50k SWP for next 20 years
Nice discussion but Ma'am the vdo is incomplete (abruptly end)
Adaxum commitment to a transparent fee structure is refreshing. No hidden costs - just what the crypto community needs!
Swati could you discuss or bring in conversation of SGB vs any alternative, as recent times SGB issue is not happening
2 questions,
1- what are the criteria for portfolio not to overlap.As per my understanding you cannot have same fund managers (axis blue chip vs axis midcap) and also from same fundhouses (axis blue chip vs icici large cap)
Can we compare large vs flexi/multi ??
2-Suppose i start sip of 1000 with stepup of 10%, it has gone to 10 months (10000) but at 11th month i have got a bonus and wanted to put 3000...
Can i invest 3000 for one time or it should go 3000 monthly.
Will there be any advantage by end of year in terms of return ?
Valuable edition Madam 🙏
I usually don’t jump into new projects, but after seeing the potential with Adaxum, I’m in. Time to diversify my portfolio!
Madem Mera sip
Tata small cap
Nippon large cap
Motilal Oswal mid cap
Kya yeh mutal fund sehi hai kya
One CR targate hai kitna Paisa dalu isme
Adaxum presale seems like a golden opportunity to be part of the next big thing in fintech.
Balanced advantage fund is it more suitable for those who are retired?
ऐसा एकदम ज़रूरी नहीं है महेश जी। निवेशक की ज़रूरत के हिसाब से फंड की कैटेगरी सेलेक्ट की जाती है। Stay Blessed, Healthy & B Wealthy
Somewhat true. Atleast 50% of total MF.
@@BWealthy Please review my portfolio-
1. Motilal Oswal midcap fund - 1लाख lumpsum + 1500₹ SIP
2. Nippon midcap fund -50000₹ lumpsum +1000₹ SIP
3. HDFC midcap fund -50000 lumpsum +1000₹ SIP
4. Nippon smallCap fund - 50000₹ lumpsum +1500₹ SIP
5. Quant small cap fund - 50000+1500₹ SIP
6. Tata small cap fund - 50000+1500₹ SIP
7. AXIS multicap fund - 50000₹ Lumpsum
8. Parag parik Flexi cap fund-30000₹ lumpsum + 1000₹ SIP
9. ICICI Prudential equity and debt fund - 20000₹ lumpsum
Allocation -
Large cap -44%
Mid cap -38%
Small cap -18%
Time duration - 15 years
Target -1-1.5 crore
After 17 year 50k SWP for next 20 years
That's somewhat correct understanding... Since you should take less risk with your monthly SWP from the mutual funds ... A balanced advantage fund is a good option. Also you can consider conservative hybrid funds which allocate more in the debt than equity.
Question:
I have HDFC AIA Term Life Insurance ULIP of 50,000/- per Year from two years
I dont have any other Mutual Fund, So Now I want to start SIP Rs. 5,000/- from 2025 for next 6 Years, Which product should I Choose? Is HDFC Multi Cap Fund will be suitable for me?
Thanks
Adaxum token presale is gaining momentum, its time to ape in.
As a crypto enthusiast, Adaxum´s concept really resonates with me. Investing in the presale for sure!
I am trying to create a portfolio of 4 less-volatality funds for my senior citizen parent. Corpus required for first 3 years of monthly requirement will be kept in FD, and rest will be invested in 4 MFs. They will start doing SWP from all these 4 MFs post 3 years. Please advise if these are fine from the point of view of different investing styles and credit risk diversification - HDFC BAF, Edelwise BAF, ICICI Multi asset and White Oak Multi Asset.
Got my ADX tokens during the presale, feels like I’m ahead of the curve! Adaxum could be one of the best DeFi projects of the year
Alibaba Group was one of the first big investors in Adaxum, and thats telling me this shit will explode beyond imagination!!!!!
Thankyou mam
Swati ji Have you tagged a plum niacinamide serum with the video . For commission 😅
Madam, is it better to invest in HDFC balanced advantage mutual fund for swp at the age of 65 year.?
Same question
Hi
Mam
Namskaram
My portfolio is going to down
But I am no exit,
Sweta ma'am Good morning 🙏
Swati ji , mere father retired hai or unke paas ppf ka paisa padha hai approximately 30lacs to mujhe kya ye Paisa balance advance fund mai daal dena chahiye 3 saal k liye growth mai and after 3 year isme se swp start kerne ki soch raha hu to kya ye sahi hoga?
EPF ya PPF
Ma'am आप forex ट्रेडिंग के बारे में भी बताती है या नहीं।
Incomplete info....
Check with ur team...
Bullish on the alt run? Projects like Adaxum are the reason why I’m confident this season will outperform expectations!
Pls review bandhan innovation fund
Ma'am kya STP karne se exit load & STCG nahi lagegi?
Lagega
Lagta hai madam ko bahut hi kam knowledge hai. Sara Paisa bus Large Cap me lagaati hai...😊
Good evening mam
WHY THE ABRUPT END.
What happened to the video?
Good evening mam
Aditya BSL ELSS Tax Saver Gr-500
Axis ELSS Tax Saver Gr-100
ICICI Pur ELSS Tax Saver Gr-500
SIP kar rahe hai
Nasdaq ne koi bhi fund paisa le nahi raha hai tow kya kare?
MOS 100
MON
@@vakilkumar2810 means?
Motilal Oswal S&P 500 SIP is one option but for AMC SIP only.
@aksket2000 just now S&P 500 also closed not working 😔😔
Good morning mam
Mohan sasaram bihar se
Age 33 year
Time 15yr
Tgt 01cro
Risk medium
Goal bacha ka parai or retarment
My portfolio sip 17000 par month Qreview please 🙏
Nippon india small Sip 2000
Hdfc mid opp 2000
Motilal Oswal large mid 4000
Kotak multi 4000
Parag Parikh flexi 3000
Sbi contra sip 2000
Sbi contra Lump sum 170000
Sbi focused equity 600000
Total current velue 2.7 lakh hai
Q.1.ammout 5000 or har month badhana hai kis scheme me kare
Q.2. portfolio overlaps hai kya
Q. 3 focused equity fund ka banchmark bit nahi kar rahe hai kya karna chahiye please suggest 🙏
My portfolio review please mam
The best ICOs emerge during alt runs, and Adaxum is proving to be one of the strongest candidates this season.
don’t invest in ULIP
Just got my Adaxum token ADX during the presale. Get yours while you can..
The future of finance is here, and it's called Adaxum. Joining the presale ASAP!
Please review my portfolio-
1. Motilal Oswal midcap fund - 1लाख lumpsum + 1500₹ SIP
2. Nippon midcap fund -50000₹ lumpsum +1000₹ SIP
3. HDFC midcap fund -50000 lumpsum +1000₹ SIP
4. Nippon smallCap fund - 50000₹ lumpsum +1500₹ SIP
5. Quant small cap fund - 50000+1500₹ SIP
6. Tata small cap fund - 50000+1500₹ SIP
7. AXIS multicap fund - 50000₹ Lumpsum
8. Parag parik Flexi cap fund-30000₹ lumpsum + 1000₹ SIP
9. ICICI Prudential equity and debt fund - 20000₹ lumpsum
Allocation -
Large cap -44%
Mid cap -38%
Small cap -18%
Time duration - 15 years
Target -1-1.5 crore
After 17 year 50k SWP for next 20 years
Just watched the video about Adaxum. Research mode activated!
Hi Swati ma’am i am a following you from last few months on instagram but couldn’t find anything clear on mutual funds I would like to ask you about the current situation in my portfolio I have quant infra quant small cap and quant mid cap but they are dipping so don’t know what to do
Major CEX listings incoming for Adaxum token, lock your position now before its to late..
Swati ji ..looking gorgeous 😘😘😘😘 love your beauty at this age
New partnerships that Adaxum annouced will skyrocket ADX token soon.
Trump’s influence could push crypto into a new bull market. Adaxum token ADX presale timing is absolutely perfect!
Adaxum is attracting serious attention from big investors. Are you ready to be part of the next big thing in DeFi?
Review my portfolio age 34
HDFC s&p index fund 5000
Parag Parikh flexi 8000
Nippon india small 10000
HDFC mid 10000
Axis Small 5000
Perfect Portfolio...