Here are the funds added to the watchlist: UTI Nifty 50 Index Fund HDFC Mid-Cap Opportunities Fund Nippon India Growth Fund Quant Midcap Fund Nippon India Small Cap Growth Fund Quant Small Cap Fund Parag Parikh Flexi Cap Fund
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.
I stopped listening and taking financial advise from these TH-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
My spouse and I are diversifying our long-term investment portfolio by adding various stocks and ETFs. We've allocated $220k to begin with, focusing on inflation-indexed bonds and companies with strong cash flows. I think the current market presents a good opportunity for long-term gains, but I'm also interested in learning ways to make short-term profits.
Having an adviser is the smartest approach in today's market, especially for those nearing retirement. I personally gained over $270K during this market downturn, which highlighted that there's valuable insight the average individual may not be aware of.
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
@@mariaguerrero08Really? I’ve actually been looking to switch to an advisor for a while now. Just never made up my mind. Any help pointing me to who your advisor is?
*Gertrude Margaret Quinto* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Quant Small Cap is a Small Cap Fund from 2018 onwards. Earlier it was a Bond Fund. Just like SBI Small Cap Fund which till 2018 was a SBI Mid & Small Cap Fund. So comparing their Past Returns with other Small Cap Funds isn't valid.
Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and have enough patience to get high returns in a long period. I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage. 1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 10% Allocation (0.05% ER) 2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER) 3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER) 4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER) 5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER) These are my 5 Definite Index/active mutual Funds which I will start, once I opt to invest. So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation. Investing method will be completely in step up SIP and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high. By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund. And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options. So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this) As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even choose Index Funds over Active Mutual Funds. Sorry for the long para, but I need some prerequisite context to convey my thought process towards my Investment Portfolio, so that you can get a glimpse of my investing style to guide me. So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing? And i will be pretty happy if my portfolio has a CAGR anything above 12% in the long run. Can you share your valuable thoughts over my vision and correct me if I'm wrong? Thanks in advance♥
Sbi small cap, Motilal Oswal mid cap,Jm flexi cap, Motilaal oswaal nifty 200 momentum 30 index growth,,hdfc liquid fund ,, can u please check this portfolio
I was checking UTI Nifty 50 Index fund and Parag Parekh Flexi Cap Fund - They have 30% overlapping. Not sure if it’s worth investing. Please suggest…!!
Shashank you seem to be overweight on Quant AMC. Within 6 months of your video its come undone even in a momentum market. Any updates in your list post the Quant front running case?
This is all due to quant major holdings on Jio infrastructure and reliance also they are holding cash for a good opportunity i beleiver it will boom soon. still having most mutual fund from single AMC is not suggested
Bro I want to start sip for 5 years so can you suggest me some good Mf ! I'm thinking about Nippon and quant midcaps and smallcaps ? Wht are your thoughts ? @@chetanbelwal5992
These are the funds that are added on my watchlist. ICICI Prudential Nifty Pharma Index Fund HDFC Index Nifty 50 Plan ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Parag Parikh Flexi Cap Fund HDFC Index S&P BSE Sensex Fund HDFC Small Cap Fund Axis Small Cap Fund
You said you would rather invest in index fund than a large cap. But what about the taxation, where you’ll end up paying 30% for the index fund gains, but only 10% if you do LTCG taxation for the large cap
My MF portfolio re-adjusted as per the market trend these days 1 Nifty 50 Index fund (15%) 1 Nifty 500 momemtum 50 index fund (10%) 1 JM Flexi cap fund (15%) 1 Canara Robeco Bluchip fund (10%) 1 Tata Small cap fund (15%) 1 Tata Balanced Hybrid Advantage fund (20%) 1 Edelweiss Agressive Hybris fund (15%) Anybody comment how is this for 7-10years .. My age 40yrs
It's not 40%, it's just 20% and that too because quant invest 25-30% in large cap fund other than 65% in mid or small cap to get some stability in volatile condition
Hi Shashank, what do you think of the below portfolio ? Mix of all cap index funds, active funds in small and midcap, sector fund and elss fund. 1. DSP Nifty 50 Equal weight index fund 2. Motilal Oswal Nifty Midcap 150 index fund 3. Motilal Oswal Nifty Smallcap 250 index fund 4. Motilal Oswal Nifty Microcap 250 index fund 5. Motilal Oswal Nasdaq 100 index fund 6. Motilal Oswal midcap fund 7. Quant smallcap active fund 8. Quant ELSS fund 9. DSP natural resources energy fund
4 small cap (50% amount of investment) 2 mid cap (30% amount of investment) 1 flexi cap (20% amount of investment) 50k lumpsum in 2 ELSS to round off 1.5lac tax benefit in section 80c How is this portfolio for aggressive investor in 30's
Actually you can go to 2 small cap and 2 micro cap funds in which you can diversify because micro cap funds can expect more returns while holding long term same strategy goes to small gap fund also
Sir Mera mutual fund me payment auto debit hota hai. Abhi mujhe auto debit band karke - manually payment karna hai uska process Kiya hai. Sir Please help me 🙏🙏🙏
Sir mera portfolio review kijiye !my age 30Y, mene abhi 15 day pahle hi mutual fund start kiya he, mere portfolio me kya koi change karna sahiye ? Target 50Lac kitne year me ho jayega ? Total= 5 Lac (Lumpsum) Motilal Oswal Mid cap= 1 Lac ( Lumpsum) Axis Multi cap Fund = 1 Lac ( Lumpsum) SBI Energy Opportunity Fund = 1 Lac ( Lumpsum) SBI Large And Mid cap= 1 Lac ( Lumpsum) Nippon india Small cap =1 Lac ( Lumpsum) Kya mujhe abhi Or kisi Fund ko ko add karne ke liye 1 or index fund ya larg cap fund Ya or koi dusra small fund add karna sahiye ? Video me reply jarur kijiyega sir !
It's NAV already at 100+ in quant flexi fund and I think it need some corrections.... If we talk about TATA AIA Flexi growth fund which is newly launched fund with NAV 10 RUPEES and it have more capacity to go on rise... I'll go with TATA AIA Flexi fund NAV 10.
Having three quant fund? is it a correct way to invest or we should diversified them by choosing a differnt AMC for flexicap I suggest JM is also doing good in place of quant flexi i can have JM flexi with parag parikh to diversify
@maheshkhati5022 it's been two months and the sip was only of like 3 thousand,and 2 thousand upfront and 8k invested was like 8.4 k.but I don't think returns matter for such a small duration.
Bro, Nippon India has stopped lumpsum and normal SIP. Only AMC SIP is available. Also heard that liquidity and fund managing issue because of overflow of amount. Is it good to start now or better to go with other small cap fund?
@@EasyStuff0 Why, what problems will arise in the future (time horizon - 30 years) if we travel in this particular fund. And also what is the difference between a normal sip and AMC sip? And will the lump sum be accessed again? What do you think of the small cap 250 momentum quality 100 index? Is it worth investing in this index fund instead of an active small cap fund. But still we don't have any index funds from any AMC's, only ETFs are there (mirae asset)
Can you explain how expense is deducted because ppfas fund shows expense ratio as 0.6% but my app shows that I have paid 2.5% .. same is case for all funds.. the actual amount paid as expense ratio is way higher than this percentage.. you won't believe that my app is showing that axis mutual fund has charged 3%+ expenses since I started investing and no mutual fund house is giving a clear statement on how much I have being paying all along.. can you help ??
You must have invested in 'regular' plan instead of 'direct' plan of your particular mutual fund...Each mutual fund has a 'direct' and a 'regular' plan...Direct plan has less expense ratio but nobody will be there to give you investment advice regarding the timing and amount of money to be put in at specific times according to the market movements to extract maximum profit or switching the mutual fund in case of persistent underperformance..Regular plan has all these benefits but higher expense ratio..if you feel confident about your investing skills or if you're investing regularly through SIPs (where you don't need frequent advice on how to time your investments), invest in direct plans in the future...If you want to convert your existing regular funds to direct, only option is to sell the fund completely and reinvest the returns in a direct plan of the same fund..Hope this has helped
Can i have 3 index fund (UTI nifty 50 / HDFC nifty 50 / ICIC purdential nifty 50 for SIP? will there any overlap issues? kindly confirm. i am an newbee for investment
Hi Shashank Sir. I want to generate 20% annual returns over horizon of 10 years. What is the best diversification of investment with percentage allocation, pls suggest.
You can try the below strategy if you have a low to moderate risk appetite: Index/Large cap-50% Mid cap-30% Small cap-20% You can increase the small cap allocation percentage of you are ok with high risk
Hallo Sir, my age is 39 year Please review my portfolio, I have started SIP before six month ago 1. Tata small cap fund DG Rs 1000 2. Motilal Midcap DG Rs 1000 3. ICICI Bluechip DG Rs 1000 4. Parag parikh Flexi cap Rs 1000 5. Navy nifty 50 index Rs 500 SIP and other lumpsum amount. Time horizon is 7 year with 10% increase in SIP amount yearly. So please review my portfolio, I will be thankful to you 🙏🏻
All the nifty 50,is going to give same returns,invest your money in Navi nifty 50,which has less expense ratio,,don't take off the money when market falls,if market falls put more lumpsum amount to get more profit😊
Please Review my portfolio Monthly SIP UTI nifty 50 - ₹4000 Parag Parikh flexi cap - ₹4000 Axis small cap - ₹1000 Nippon small cap - ₹1000 HDFC mid cap - ₹1000 Quant mid cap - ₹1000
Index fund offers low volatility. So continue it. You can bring down 4000 in flexicap to 3000 or 2500 and increase the mid cap allocation to 1500/1750 Axis small cap offers less volatilty among the small caps with consistent return + nippon with higher alpha and hjigher risk . So both of them go well with each other. No changes. Almost all midcaps have more or less the same risk adjsuted returns. so better to go with HDFC mid cap and stop Quant mid cap. Quant funds often tend to have overlap with each other. So drop the Quant mid cap and instead go for a thematic fund (like Infra, Energy, Manufacturing). If you want to play a bit more, then you can put 50% allocation of your Index funds to either Momentum based Index funds (Nifty 200 mom 30) or High alpha low volatility fund. Over 5+ years Timeframe, you can get additional 3 to 4% returns than an index fund. Check the overlap among all the funds and make suitable changes to the portfolio.
@@shubhamjain54519 Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and have enough patience to get high returns in a long period. I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage. 1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 10% Allocation (0.05% ER) 2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER) 3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER) 4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER) 5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER) These are my 5 Definite Index/active mutual Funds which I will start, once I opt to invest. So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation. Investing method will be completely in step up SIP and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high. By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund. And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options. So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this) As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even choose Index Funds over Active Mutual Funds. Sorry for the long para, but I need some prerequisite context to convey my thought process towards my Investment Portfolio, so that you can get a glimpse of my investing style to guide me. So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing? And i will be pretty happy if my portfolio has a CAGR anything above 12% in the long run. Can you share your valuable thoughts over my vision and correct me if I'm wrong? Thanks in advance♥
I am investing (40K +) in 11 mutual funds every month through SIP. (5 Small cap, 3 Flexi, 3 Mid and large cap). I want to diversify my mutual fund investment to avoid risk, so following this approach. can anyone suggest, Is it correct to maintain 10+ mutual funds in our portfolio & do this approach will have more expense ratio / charges? do we have any maximum number of MF limit? Thanks in advance :)
Choose max 5. Your final returns more or less similar even if u go more than 5. You can never avoid risk simply by expanding the MF numbers. MFs are always subject to risk.
![BOWKYLION - วิงวอน (ex-change) [Official MV]](http://i.ytimg.com/vi/cLdnZWDaO-w/mqdefault.jpg)
Here are the funds added to the watchlist:
UTI Nifty 50 Index Fund
HDFC Mid-Cap Opportunities Fund
Nippon India Growth Fund
Quant Midcap Fund
Nippon India Small Cap Growth Fund
Quant Small Cap Fund
Parag Parikh Flexi Cap Fund
@rihenmehta ji. I think, u missed the Motilal Oswal Nifty Microcap 250 Index Fund.
Which websites give the graphs of mutual funds
@@Shambu327Any broker app or its website like Groww, Upstox or Zerodha
U should avaoid two midcaps and Quant funds
Oswal is the best
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.
I stopped listening and taking financial advise from these TH-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
A small cap, a felxicap, a hybrid/gold , thematic and an ELSS
Why flexi and again elss ? Why can't a mid cap
Flexi and ELSS are the same kind, avoid any one.
No sense
please do video on flexi fund
@@irfanss2210 how it is like same
My spouse and I are diversifying our long-term investment portfolio by adding various stocks and ETFs. We've allocated $220k to begin with, focusing on inflation-indexed bonds and companies with strong cash flows. I think the current market presents a good opportunity for long-term gains, but I'm also interested in learning ways to make short-term profits.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
Having an adviser is the smartest approach in today's market, especially for those nearing retirement. I personally gained over $270K during this market downturn, which highlighted that there's valuable insight the average individual may not be aware of.
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.
@@mariaguerrero08Really? I’ve actually been looking to switch to an advisor for a while now. Just never made up my mind. Any help pointing me to who your advisor is?
*Gertrude Margaret Quinto* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I have been investing in stocks from June but stocks have given a great result compared to mutual fund
Yes Shashank ! I would like to see a detailed video on Flexi cap fund
Yes Shashank, we need to learn more about flexicap funds.. also when to exit some funds
Quant Small Cap is a Small Cap Fund from 2018 onwards. Earlier it was a Bond Fund. Just like SBI Small Cap Fund which till 2018 was a SBI Mid & Small Cap Fund. So comparing their Past Returns with other Small Cap Funds isn't valid.
3 funds from same fundhouse? quant mid , small and ELSS, won't it be an overlap of strategy and stocks?
Same question i have, their should be diversification
Hi Shashank. Is SIP Vs Lumpsum(when market falls) which strategy is better in investing in Mutual Funds
should i go for 2 flexi-cap, quant and parag parig instead of a midcap fund as there is no overlap?
Yes we want detailed video on flexi cap fund.
Can you please Compare SmallCap /MidCap index with the funds returns. And, Yes Shashank, we need to learn more about flexicap funds.
My choice..1 flexicap,1nifty 50 index,2 momentum funds .
Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and have enough patience to get high returns in a long period.
I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage.
1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 10% Allocation (0.05% ER)
2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
These are my 5 Definite Index/active mutual Funds which I will start, once I opt to invest.
So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation.
Investing method will be completely in step up SIP and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options.
So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this)
As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even choose Index Funds over Active Mutual Funds.
Sorry for the long para, but I need some prerequisite context to convey my thought process towards my Investment Portfolio, so that you can get a glimpse of my investing style to guide me.
So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing?
And i will be pretty happy if my portfolio has a CAGR anything above 12% in the long run.
Can you share your valuable thoughts over my vision and correct me if I'm wrong?
Thanks in advance♥
Yes we want to learn flexicap
Can you say about
Aditya Birla Sun Life psu equity fund direct growth..??
Is it good to invest in that
Good
Can you tell the best large & mid cap funds according to you
Sbi small cap, Motilal Oswal mid cap,Jm flexi cap, Motilaal oswaal nifty 200 momentum 30 index growth,,hdfc liquid fund ,, can u please check this portfolio
Can you tell the best large & mid cap funds according to you
@@prathiksaini18 sbi large nd mid cap fund, Motilal Oswal large nd mid cap fund
You can check navi nifty 50 index fund as the expense ratio is only 0.06%
I was checking UTI Nifty 50 Index fund and Parag Parekh Flexi Cap Fund - They have 30% overlapping. Not sure if it’s worth investing. Please suggest…!!
Go with SBI long term (ELLS) Fund of (large & micap holding)
Can you tell the best large & mid cap funds according to you
Shashank you seem to be overweight on Quant AMC. Within 6 months of your video its come undone even in a momentum market. Any updates in your list post the Quant front running case?
This is all due to quant major holdings on Jio infrastructure and reliance also they are holding cash for a good opportunity i beleiver it will boom soon. still having most mutual fund from single AMC is not suggested
Bro I want to start sip for 5 years so can you suggest me some good Mf ! I'm thinking about Nippon and quant midcaps and smallcaps ? Wht are your thoughts ? @@chetanbelwal5992
whats wrong with the sound? its too low
These are the funds that are added on my watchlist.
ICICI Prudential Nifty Pharma Index Fund
HDFC Index Nifty 50 Plan
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF
Parag Parikh Flexi Cap Fund
HDFC Index S&P BSE Sensex Fund
HDFC Small Cap Fund
Axis Small Cap Fund
What do you mean by "for 2024"? Di you mean you change your mutual funds every year?
Can u suggest some mutual funds for lumsum investment?
Yes shashank , we need to learn more about flexicap
Yes Sir we need detail video about flexi cap funds
Please create a smallcase please
All ur smallcase’s have performed well
Is march 2024 is the right time to enter in the small cap as small cap is at the all time high ???
recent past, Why Quant Funds are not doing well it seems??
You said you would rather invest in index fund than a large cap. But what about the taxation, where you’ll end up paying 30% for the index fund gains, but only 10% if you do LTCG taxation for the large cap
I dont think that is the case, index funds are also taxed at same LTCG and STCG rules not 30% -www.dezerv.in/mutual-funds/how-are-index-funds-taxed/
Do video on US ETF vs US ETF from India? Which is best?
My MF portfolio re-adjusted as per the market trend these days
1 Nifty 50 Index fund (15%)
1 Nifty 500 momemtum 50 index fund (10%)
1 JM Flexi cap fund (15%)
1 Canara Robeco Bluchip fund (10%)
1 Tata Small cap fund (15%)
1 Tata Balanced Hybrid Advantage fund (20%)
1 Edelweiss Agressive Hybris fund (15%)
Anybody comment how is this for 7-10years .. My age 40yrs
Can you tell the best large & mid cap funds according to you
What’s ur take on Motilal Oswal S&P BSE Enhanced Value Index fund direct plan. Duration 10 years.
HDFC nifty equal weight index fund vs nifty index fund any differ retuns
yes please make a video on flexi cap and micro cap
Please look at fund constitutes. Quant small and midcap has 40% overlap
It's not 40%, it's just 20% and that too because quant invest 25-30% in large cap fund other than 65% in mid or small cap to get some stability in volatile condition
Hi Shashank, Can you create a specific video on International funds like Motilal Oswal Nasdaq 100 FOF
Yes Shashank, i would like to learn more about flexi cap funds.
Hi Shashank, what do you think of the below portfolio ? Mix of all cap index funds, active funds in small and midcap, sector fund and elss fund.
1. DSP Nifty 50 Equal weight index fund
2. Motilal Oswal Nifty Midcap 150 index fund
3. Motilal Oswal Nifty Smallcap 250 index fund
4. Motilal Oswal Nifty Microcap 250 index fund
5. Motilal Oswal Nasdaq 100 index fund
6. Motilal Oswal midcap fund
7. Quant smallcap active fund
8. Quant ELSS fund
9. DSP natural resources energy fund
Should I do SIP on these funds or one time payment is the best option for investing here?
Yes Shashank we want to learn about flexi cap
Nice short and crispy video. Thanks bro 👍
4 small cap (50% amount of investment)
2 mid cap (30% amount of investment)
1 flexi cap (20% amount of investment)
50k lumpsum in 2 ELSS to round off 1.5lac tax benefit in section 80c
How is this portfolio for aggressive investor in 30's
Actually you can go to 2 small cap and 2 micro cap funds in which you can diversify because micro cap funds can expect more returns while holding long term same strategy goes to small gap fund also
Check rolling returns before investing
Wdym by emergency fund is sorted? Please explain in a video
Sir Mera mutual fund me payment auto debit hota hai. Abhi mujhe auto debit band karke - manually payment karna hai uska process Kiya hai. Sir Please help me 🙏🙏🙏
Thanks shashank, I was surfing for Mutual funds investment where should we start from, and this video was exactly what I was looking for ❤
What you think about axis manufacturing fund? Considering India is on a transition phase now
Small cap , midcap index, flexi for long term baby
Sir mera portfolio review kijiye !my age 30Y, mene abhi 15 day pahle hi mutual fund start kiya he, mere portfolio me kya koi change karna sahiye ? Target 50Lac kitne year me ho jayega ?
Total= 5 Lac (Lumpsum)
Motilal Oswal Mid cap= 1 Lac ( Lumpsum)
Axis Multi cap Fund = 1 Lac ( Lumpsum)
SBI Energy Opportunity Fund = 1 Lac ( Lumpsum)
SBI Large And Mid cap= 1 Lac ( Lumpsum)
Nippon india Small cap =1 Lac ( Lumpsum)
Kya mujhe abhi Or kisi Fund ko ko add karne ke liye 1 or index fund ya larg cap fund Ya or koi dusra small fund add karna sahiye ? Video me reply jarur kijiyega sir !
Its not a good idea of doing only Lumpsums. Stop your mind. And Start monthly SIP's in these funds
Nippon small cap doesn't take lumpsum, how you invested?
Can you tell the best large & mid cap funds according to you
@@prathiksaini18 Quant Large and mid cap
Icici prudential Large And mid cap
Edelwiss Large and Mid cap
SBI LARGE and Mid cap
It's NAV already at 100+ in quant flexi fund and I think it need some corrections....
If we talk about TATA AIA Flexi growth fund which is newly launched fund with NAV 10 RUPEES and it have more capacity to go on rise... I'll go with TATA AIA Flexi fund NAV 10.
Rubbish
lodu
Can you tell the best large & mid cap funds according to you
Having three quant fund? is it a correct way to invest or we should diversified them by choosing a differnt AMC for flexicap
I suggest JM is also doing good in place of quant flexi i can have JM flexi with parag parikh to diversify
Hey Shashank,any thoughts on Kotak Small Cap fund,just started a sip 2 months back,should I continue or choose nippon or a small cap index?
What was the return on that ?
@maheshkhati5022 it's been two months and the sip was only of like 3 thousand,and 2 thousand upfront and 8k invested was like 8.4 k.but I don't think returns matter for such a small duration.
Wamt to learn more ablut contra funds n should i invest in sbi contra fund
Pls publish new video with the current circumstances!!😊
What was the investment forum shashank talked about during Avalon days? I forgot the site.
Valuepickr
@@ShashankUdupa1 Thank you very much.
Yes make a video on flexi cap fund!
Very useful information about investment in MFs, thanks 👍
Bro, Nippon India has stopped lumpsum and normal SIP. Only AMC SIP is available. Also heard that liquidity and fund managing issue because of overflow of amount. Is it good to start now or better to go with other small cap fund?
Go with other
@@EasyStuff0
Why, what problems will arise in the future (time horizon - 30 years) if we travel in this particular fund.
And also what is the difference between a normal sip and AMC sip?
And will the lump sum be accessed again?
What do you think of the small cap 250 momentum quality 100 index? Is it worth investing in this index fund instead of an active small cap fund. But still we don't have any index funds from any AMC's, only ETFs are there (mirae asset)
Can you explain how expense is deducted because ppfas fund shows expense ratio as 0.6% but my app shows that I have paid 2.5% .. same is case for all funds.. the actual amount paid as expense ratio is way higher than this percentage.. you won't believe that my app is showing that axis mutual fund has charged 3%+ expenses since I started investing and no mutual fund house is giving a clear statement on how much I have being paying all along.. can you help ??
You must have invested in 'regular' plan instead of 'direct' plan of your particular mutual fund...Each mutual fund has a 'direct' and a 'regular' plan...Direct plan has less expense ratio but nobody will be there to give you investment advice regarding the timing and amount of money to be put in at specific times according to the market movements to extract maximum profit or switching the mutual fund in case of persistent underperformance..Regular plan has all these benefits but higher expense ratio..if you feel confident about your investing skills or if you're investing regularly through SIPs (where you don't need frequent advice on how to time your investments), invest in direct plans in the future...If you want to convert your existing regular funds to direct, only option is to sell the fund completely and reinvest the returns in a direct plan of the same fund..Hope this has helped
You told to make a video on angel one when is it coming? 😊
Can i have 3 index fund (UTI nifty 50 / HDFC nifty 50 / ICIC purdential nifty 50 for SIP? will there any overlap issues? kindly confirm. i am an newbee for investment
Absolutely all of them will overlap. Choose any one from 3. Make index 50% in your total portfolio. Remaining 50% Choose 1 mid and 1 smallcap funds.
@@selvaprakash20 thank you sir
Can you tell the best large & mid cap funds according to you
Is it good time to buy index fund
ELSS SMALL CAP FLEXI CAP NASDAQ FUND OF FUND
Is it still good to invest in these mutual funds considering the latest news about small and mid cap funds??
What was the news?
@@prateekjain8777 news about over valuation
When will be the expense ratio deducted?
At the time of selling units ?
The expense ratio is already deducted when the NAV is calculated, so the value you see is your actual gain, after expense ratio is deducted
@@paramgoswami7224 thanks bro
@premkumar-zx6vj ok bro
Very new to this are there any communities which i can be a part of
How much allocation in each?
Yes bro we required video for flexi cap
Want a video regarding flexi cap funds
Shashank, factor based mutual funds are also good.
Yes.. I need know more about Flexi cap
Let's do one on Flexi Cap
Hi Shashank Sir. I want to generate 20% annual returns over horizon of 10 years. What is the best diversification of investment with percentage allocation, pls suggest.
You can try the below strategy if you have a low to moderate risk appetite:
Index/Large cap-50%
Mid cap-30%
Small cap-20%
You can increase the small cap allocation percentage of you are ok with high risk
@@Keshavchauhan1 Thanks Keshav.
Yes make a video about flexicap
Hallo Sir, my age is 39 year
Please review my portfolio, I have started SIP before six month ago
1. Tata small cap fund DG Rs 1000
2. Motilal Midcap DG Rs 1000
3. ICICI Bluechip DG Rs 1000
4. Parag parikh Flexi cap Rs 1000
5. Navy nifty 50 index Rs 500 SIP and other lumpsum amount.
Time horizon is 7 year with 10% increase in SIP amount yearly.
So please review my portfolio, I will be thankful to you 🙏🏻
why sir u dont use etf why mutual fuund sir?
Air can i select 2 nifty 50 funds in my portfolio
All the nifty 50,is going to give same returns,invest your money in Navi nifty 50,which has less expense ratio,,don't take off the money when market falls,if market falls put more lumpsum amount to get more profit😊
@@lalithkumarb1848 thnks a lot brother
Please make a detailed video on flexicap fund
want to know more about flexicap fund
More details on flexi cap pls...
We want flexi cap video
Flexicap and multicap, difference
can invest in quant now if i want
Please Review my portfolio
Monthly SIP
UTI nifty 50 - ₹4000
Parag Parikh flexi cap - ₹4000
Axis small cap - ₹1000
Nippon small cap - ₹1000
HDFC mid cap - ₹1000
Quant mid cap - ₹1000
Index fund offers low volatility. So continue it.
You can bring down 4000 in flexicap to 3000 or 2500 and increase the mid cap allocation to 1500/1750
Axis small cap offers less volatilty among the small caps with consistent return + nippon with higher alpha and hjigher risk . So both of them go well with each other. No changes.
Almost all midcaps have more or less the same risk adjsuted returns. so better to go with HDFC mid cap and stop Quant mid cap. Quant funds often tend to have overlap with each other. So drop the Quant mid cap and instead go for a thematic fund (like Infra, Energy, Manufacturing).
If you want to play a bit more, then you can put 50% allocation of your Index funds to either Momentum based Index funds (Nifty 200 mom 30) or High alpha low volatility fund. Over 5+ years Timeframe, you can get additional 3 to 4% returns than an index fund.
Check the overlap among all the funds and make suitable changes to the portfolio.
Can you tell the best large & mid cap funds according to you
what about motilal oswal midcap
Yes flexi cap please!!
Plz do dig deep in flexi cap funds
🙏 thanks for imparting knowledge.
Yes for flexicap funds
Need flexicap explanation please
Would like to know more.
Yes Shashak, we want to learn flexi cap
just choose quant thank me later!
All funds in quant?
yes bro, please
do a video
Where to invest our EMERGENCY FUND ?
Better park it in FDs OR Debt MFs
yes flexi cap fund pls
Flexi cap please!
Expense ratio of icici nifty fund is lower
Well they can change it any time
@@shubhamjain54519
Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and have enough patience to get high returns in a long period.
I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage.
1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 10% Allocation (0.05% ER)
2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
These are my 5 Definite Index/active mutual Funds which I will start, once I opt to invest.
So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation.
Investing method will be completely in step up SIP and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options.
So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this)
As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even choose Index Funds over Active Mutual Funds.
Sorry for the long para, but I need some prerequisite context to convey my thought process towards my Investment Portfolio, so that you can get a glimpse of my investing style to guide me.
So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing?
And i will be pretty happy if my portfolio has a CAGR anything above 12% in the long run.
Can you share your valuable thoughts over my vision and correct me if I'm wrong?
Thanks in advance♥
I am investing (40K +) in 11 mutual funds every month through SIP. (5 Small cap, 3 Flexi, 3 Mid and large cap). I want to diversify my mutual fund investment to avoid risk, so following this approach. can anyone suggest, Is it correct to maintain 10+ mutual funds in our portfolio & do this approach will have more expense ratio / charges? do we have any maximum number of MF limit? Thanks in advance :)
Invest in only 3 mutual funds no need to overlap
@@Abhinav_Says what if selected 3 MFs not performed?
@@dineshbhargav1159 Krega bro , small 2 le skte baaki mid ek lo and large cap depend krta agr 30+ years ho toh le skte large bhi
@@dineshbhargav1159 Max 5 funds rkho , ye maximum h koi need nhi isse zda ki
Choose max 5. Your final returns more or less similar even if u go more than 5. You can never avoid risk simply by expanding the MF numbers. MFs are always subject to risk.