How to find the right fund mix - Brief

Equity or debt? How much in each? How much gold and real estate? These are questions that almost all investors grapple with. To make your choice easier, a number of funds offer you the best of both worlds. They also do this in a tax efficient manner.

[@DPKAL]

If I could have listen this discussion 5 yrs ago.

[@prakhargalgale5048]

Mutual fund returns after 2018 attract both long term as well as short term capital gains tax. Value research got to revise their content. Apart from this it was a great informative video.

[@pravinsharma5275]

Team I really like the content of this channel. After getting my first job, I am really worried about how to grow my money. Mr. Dhirendra kumar articles and videos are all my help. Thanks for educating us on personal investment and open our brains to the world of mutual fund.

[@sarathchandrarepaka9595]

Wonderful content
I have become a big fan of this channel

[@ValueResearchvideo]

Thank you so much 😀

[@deepakabraham8831]

Regarding real estate, depends on the time and the place and if one needs diversity in their portfolio, for e.g. if equity is very highly quoted real estate could be a good option but yes lot of headache involved with the latter, but if the title is clear etc, returns over a long period of time can be significant, diversity can be important

[@rakeshjariwala4955]

Very informative.dhirendra sir.

[@ValueResearchvideo]

Thanks and welcome

[@harbanssingh1729]

Knowledgeable video

[@HindiOphthalmology]

How frequently should we check performance of our mutual funds? What is the approx criteria to say that our fund is not doing well? What should we do if our fund is not doing well? Stop SIP, keep money in same fund for 1yr and then shift to other fund or shift immediately or don't shift?

[@ShreyasPreyas108]

once in 6 months.... Stop SIP, keep money in same fund for 1yr and then shift to other fund...But remember that redeeming\STPs will have tax implications!!

[@md.masumali7005]

Good video

[@RohitKshirsagar]

What are the books on your shelf? Could you please share the list 🙂

[@joshiparesh4710]

Sir, what is return of nifty from inception? Because in 1996 it is 1000 and now it is around 11000. Duration about 24 year plz copare this return with PPF or realstate or gold.

[@ashutoshdewangan846]

Super

[@amitabhhandique9753]

excellent