Hello Rahul, Thank you very much for all your videos, One suggestion is that, if you can mention the website names when your walking us through the analysis data (Eg. , In Rule 1in this video ), it will be very helpful for users to do the same kind of analysis when any User watches this video 3 - 5 months or more down the line
Hi Rahul! thank you for your insightful videos. Please could you demonstrate with an example on how the expense ratio is calculated on say a Rs. 1lac investment/return in a mutual fund.
Hi Mr.Rahul, your videos are highly informative and useful. I request you to make one video on strategies to switch from non-performing fund to good performing fund as we have lot of apprehensions like should we redeem and adopt SIP/STP method or switch at once etc. If you can through some light on that it will be highly useful.
Hi Rahul. As per me Tax on capital gain debt fund is a move by Govt so that Bank FD can be increased..The investment amount in FD is going down at rapid rate and this is also a measure also getting more tax .. if you get any other reason. Pl let us know ..
Very much informative. You choose each word wisely and that shows your care toward viewers. Highly appreciated … Request: Could you please let us know the tools or app you use for comparing or for tracking expense ratio.
I am investing in SBI Small Cap from last 6 month.....but its returns is low campare to other small cap fund....... My question is may i exit or Continue.....?????? Plz reply
Thank You for the info Rahul😊 I thougt that MF SIP definitely will give good returns in long term(At least ten years span). You deserve more subscribers.
Hi Rahul, brilliant efforts and loved the content. Would request to shoot one video on the Taxation part of the Mutual Funds as well so as to help us understand this part better. Thanks in advance. Best wishes.
Please create a Details vedio on Direct and Regular Mutual fund. Not just defination, Not just Extra charge. Meaning you if you know ... How direct MF run actually ?, why It is risky for those who don't know more about Stock market ?
Sir , kindly do a video on taxation, with regard to mutual funds invested through SIP plan, Taxation of LTCG with regard to that portion of fund for which LTCG taxation is attracted. Also please discuss steps to be taken for taxation of the remaining fund upon holding it to qualify as LTCG.
Thanks for making this video. One of the most unspoken and neglected topic when talking Mutual Funds are taxes. Could please make a video by giving some real-life examples/scenarios baesd on tax-calculation while existing the MF. Thanks
Hello Rahul, Thanks for your information and insights. One question... What if a mutual fund has done very well after a year, say. Should one sell that mutual fund partially?
Sir ,I am a new investor please suggest me which mutual is good to me , I have been listening your videos for 1 months and downloaded when ever I get time .I listen them ...I am following ,though I am an employee i could not save execpt paying LIC every year 30000/- Now I wish to invest 10000/- into mutual funds for me and my family future alredy I started to invest in mutual funds june month itself Now I have a big doubt whether my mutual funds are good or not please suggest me
Both are good for long term..emerging one is relatively volatile..pls do check their returns Vs their benchmark index returns in the last 4 Quarters and compare the performance.
Hi rahul, your content are very good, helps us a lot gaining knowledge. and also kindly provide the google links which u have showed in the video, it will be helpfull
Hi Rahul, Thank you for such informative videos ..could you please do a video for switching regular growth to direct growth mutual funds ..I am stuck with Sharekhan and would like to directly invest with DSP And SBI .
If suppose i get 1 crore after 20 years of sip of 5k monthly... Then how much I'll get in hand.. please make video on this.. bcoz i think even after making 1 crore government will cut their 10% then expense ratio ..so how much I will get in hand after 20 years.. and how much actual return it will be after all the deductions... Please make video on this 🙏🙏🙏🙏🙏
Hello Rahul, an interesting video as always. I want to shift my mf portfolio from regular to direct for next 15 years. When do I shift ? When do I redeem my mfs? When the mkts are high or low ? Pls let me know
In view of the current political scenario in our country and the ensuing general election in the first quarter of 2024, it is expected that there will be many fluctuations in the share market. Can you please please suggest 2/3 good potential MFS where I can put atleast put 20k every month and expect around 15% return p.a.
Sorry if i may sound stupid, I am a new investor. For availing 1L CGT exemption, do we need to withdraw 1L of MF or withdrawal of 10+1=11L. Also, how to do this if my money is split across many MF??
Very informative videos which helps in taking thoughtful decisions🤔. Thanks a lot for doing research before delivering any of the videos through facts and comparisons. Request your support in coming up with capital gain tax for few of the funds which I invested through SIP route back in 2009 till 2012 and never redeemed any units till now. I may not pay much capital gain as there was no tax for funds till 2018 but the appreciation post 2018, I may have to calculate the capital gain. Gone through so many ups and downs in last 14 years but NAV did not come nowhere near to the cost price I bought. But thinking to exit few funds which I opted for regular plan (As the NAV was little less and I thought that time that I will get more units for same amount and was not knowing implication of expense ratio.). Please see if you can make video on how to plan the exit from funds else reply to my request.
Thanks for the video! One question, what to do with money I got after exit? Can I add this as lump sum to similar category? Will making lump sum a good idea here, let's say money is ~2-3 lakh
Hi Nabeel - In the example I took in the video, if you remember, I said, I am taking a duration of 1 year and rolling returns on monthly basis. it means in the last 1 year, irrespective of start date of investment and end of the investment, in any month returns were X%. So lets say Investor A, invest on 1st March, on 31st March the returns he will get will be exactly same as Investor B, who invest on 1st Jan and looks at his returns on 31st Jan. so in Rolling returns, it doesn't matter when you start investing and when you end the investment as long as it's within the time period you are selecting. I hope its helpful?
I'm holding UTI NIFTY FIVTY INDEX FOR ALMOST A YEAR AND AXIS SMALL CAP FUND FOR 6 MONTH UTI - FOR HAVING EXPOSURE IN NIFTY AXIS FUND - RETIREMENT I'M 22.... your comment please
![ออกพรรษาน้ำตาหล่น - แอน อรดี [OFFICIAL MV]](http://i.ytimg.com/vi/PFZtOcY9ONA/mqdefault.jpg)
Hi Rahul, your channel is hidden gem. Recently I have got to know your channel. Your content is good. Please continue with your good work
Thank you so much Adithya :-)
If you find the video useful, please let me know in the comments so that I know I need to continue creating such videos, thank you so much :-)
U said in ur video that exit ur fund when its giving lower returns than category in last four quarters but how to identify it?
Please make video on TAXES ON MUTUAL FUND
Noted Ankur :)
Hello Rahul, Thank you very much for all your videos, One suggestion is that, if you can mention the website names when your walking us through the analysis data (Eg. , In Rule 1in this video ), it will be very helpful for users to do the same kind of analysis when any User watches this video 3 - 5 months or more down the line
Hi Rahul! thank you for your insightful videos. Please could you demonstrate with an example on how the expense ratio is calculated on say a Rs. 1lac investment/return in a mutual fund.
❤ Hi Rahul your videos are great and your views are unbiased. Appreciations to spend time to share great stuff. Best wishes - keep rocking 🎉
You speak with so much clarity and conviction - kudos .
Hi Mr.Rahul, your videos are highly informative and useful. I request you to make one video on strategies to switch from non-performing fund to good performing fund as we have lot of apprehensions like should we redeem and adopt SIP/STP method or switch at once etc. If you can through some light on that it will be highly useful.
Hi Rahul. As per me Tax on capital gain debt fund is a move by Govt so that Bank FD can be increased..The investment amount in FD is going down at rapid rate and this is also a measure also getting more tax .. if you get any other reason. Pl let us know ..
This is really amazing, every video that I see I learn something new on what to look in the data and how to perceive it. Thanks again.
Very much informative.
You choose each word wisely and that shows your care toward viewers.
Highly appreciated …
Request:
Could you please let us know the tools or app you use for comparing or for tracking expense ratio.
I am investing in SBI Small Cap from last 6 month.....but its returns is low campare to other small cap fund.......
My question is may i exit or Continue.....??????
Plz reply
Excellant informations sir.we salute you sir
Your videos helped me a lot to select and understand about mutual fund. Thanks for giving such amazing Content.
Your sincerity & honesty to educate is appreciable
Ok sir, I will stick to you for 2030. I am a govt service holder and I want to accumulate 1cr by 2030
Saw this vid today, very useful and practical
Thank You for the info Rahul😊
I thougt that MF SIP definitely will give good returns in long term(At least ten years span).
You deserve more subscribers.
Good Information Rahul. Thank You!!
Can you make a video on how and when to book profits of mutual funds? Whether its necessary
please make video
Hi Rahul, brilliant efforts and loved the content. Would request to shoot one video on the Taxation part of the Mutual Funds as well so as to help us understand this part better. Thanks in advance. Best wishes.
Hey Rahul, awesome knowledge sharing. Appreciate it.
1:27 what is this site? Does it allow to compare a MF with its benchmark?
Hi Rahul please advice how can I start daily trading.
Please create a Details vedio on Direct and Regular Mutual fund.
Not just defination, Not just Extra charge.
Meaning you if you know ... How direct MF run actually ?, why It is risky for those who don't know more about Stock market ?
Super ideas
Sir , kindly do a video on taxation, with regard to mutual funds invested through SIP plan, Taxation of LTCG with regard to that portion of fund for which LTCG taxation is attracted. Also please discuss steps to be taken for taxation of the remaining fund upon holding it to qualify as LTCG.
Noted Neethu, will try, thanks for the comment :-)
Hi Rahul, I was impressed with your videos which are highly informative and appreciate your efforts.... Kindly keep doing
You teach very well.
Plz keep it up.
Rahul amazing video. Learn a lot about mutual funds. Keep on posting such videos. Really appreciate.
Thank you for lovely feedback :-)
Canara Robeco Small Cap fund has been underperforming it's benchmark drastically in the last 1 year? Should I exit?
how is cess calculated in mutual funds?please explain.
Very useful information Rahulji...
Thanks for making this video. One of the most unspoken and neglected topic when talking Mutual Funds are taxes.
Could please make a video by giving some real-life examples/scenarios baesd on tax-calculation while existing the MF. Thanks
Sure, will try. Thanks for the comment :-)
Please make a video on US investing products such as navi nasdaq 100 fof
Hi, will there be a tax if I redeem only half amount in example 3 of your video ?
Hello Rahul,
Thanks for your information and insights. One question... What if a mutual fund has done very well after a year, say. Should one sell that mutual fund partially?
Sir ,I am a new investor please suggest me which mutual is good to me , I have been listening your videos for 1 months and downloaded when ever I get time .I listen them ...I am following ,though I am an employee i could not save execpt paying LIC every year 30000/- Now I wish to invest 10000/- into mutual funds for me and my family future alredy I started to invest in mutual funds june month itself Now I have a big doubt whether my mutual funds are good or not please suggest me
Thank you. I didn't know debt mutual fund tax is based on income tax slab.
Very nice video explaining details in an interesting way
Which is the site you are using to compare the graph of index fund and your selected mutual fund ?
Excellent video.. very useful..!!
Informative :) . Can you suggest how many MF should one can have In a portfolio?? Thanks!!
Pls do shoot a video on taxation. Your video are very nicely done
Your analysis are great. Keep it up.
How is Kotak emerginging and Kotak multi cap fund? Started 10 months ago, both have been negative since then
Both are good for long term..emerging one is relatively volatile..pls do check their returns Vs their benchmark index returns in the last 4 Quarters and compare the performance.
Hi rahul, your content are very good, helps us a lot gaining knowledge. and also kindly provide the google links which u have showed in the video, it will be helpfull
Hi Rahul, Thank you for such informative videos ..could you please do a video for switching regular growth to direct growth mutual funds ..I am stuck with Sharekhan and would like to directly invest with DSP And SBI .
Please create the video on taxation different types on mutual funds
If you will give some investment advice for senior citizen,it would be highly appreciable
Rahul, Which is best site where we can check and compare MFs
When we exit due to underperformance, we lose the compounding right? how to deal in this case?
Yes require Mutual fund tax exemption details
Is it possible to inform us about various MFs from those we have to exit.. like Axis blue chip fund?
Very good & informative video as always.... please keep po$ted like that kind of info.. 💕👌
Thank you Amit :)
If suppose i get 1 crore after 20 years of sip of 5k monthly... Then how much I'll get in hand.. please make video on this.. bcoz i think even after making 1 crore government will cut their 10% then expense ratio ..so how much I will get in hand after 20 years.. and how much actual return it will be after all the deductions... Please make video on this 🙏🙏🙏🙏🙏
Sure will try Ankur, thanks for the comment :-)
ICICI prudential corporate bond mutual fund performance is good for investment for long term for 10 years???
Hello Rahul, an interesting video as always. I want to shift my mf portfolio from regular to direct for next 15 years. When do I shift ? When do I redeem my mfs? When the mkts are high or low ? Pls let me know
Good Job!
Very nice video.
Do we need to check factors like PE ratio while investing in mutual funds ??
Thank you Vikram. PE ratio is less useful in mutual funds but there are plenty otjer ratios that I use and have talked about in my other videos :)
In view of the current political scenario in our country and the ensuing general election in the first quarter of 2024, it is expected that there will be many fluctuations in the share market. Can you please please suggest 2/3 good potential MFS where I can put atleast put 20k every month and expect around 15% return p.a.
Sorry if i may sound stupid, I am a new investor. For availing 1L CGT exemption, do we need to withdraw 1L of MF or withdrawal of 10+1=11L. Also, how to do this if my money is split across many MF??
Which website is used to compare mutual funds ?
Hello @torahulj,
Sir, should we reanalyze our mutual fund every 3 years and rotate money to new best mutual fund available?
Thanks
Very informative videos which helps in taking thoughtful decisions🤔. Thanks a lot for doing research before delivering any of the videos through facts and comparisons. Request your support in coming up with capital gain tax for few of the funds which I invested through SIP route back in 2009 till 2012 and never redeemed any units till now. I may not pay much capital gain as there was no tax for funds till 2018 but the appreciation post 2018, I may have to calculate the capital gain. Gone through so many ups and downs in last 14 years but NAV did not come nowhere near to the cost price I bought. But thinking to exit few funds which I opted for regular plan (As the NAV was little less and I thought that time that I will get more units for same amount and was not knowing implication of expense ratio.). Please see if you can make video on how to plan the exit from funds else reply to my request.
kindly do a video on taxation on Mutual funds
You earned a subscriber rahul bro
Which websites you are using to do all these analysis?
Sir, thanks for the immediate response
I request u to make a video on taxes on mutual fund
Thanks for the video! One question, what to do with money I got after exit? Can I add this as lump sum to similar category? Will making lump sum a good idea here, let's say money is ~2-3 lakh
In the current market conditions, I will invest 2-3 lacs over the next 3-4 months whenever there is a good dip.
Please provide Mutual Fund Tax in detail.
Do u also provide portfolio management services
How to find a bench mark on each index mf that we invest
sir what is rolling return , i couldnt understand by googling it
Hi Nabeel - In the example I took in the video, if you remember, I said, I am taking a duration of 1 year and rolling returns on monthly basis. it means in the last 1 year, irrespective of start date of investment and end of the investment, in any month returns were X%.
So lets say Investor A, invest on 1st March, on 31st March the returns he will get will be exactly same as Investor B, who invest on 1st Jan and looks at his returns on 31st Jan.
so in Rolling returns, it doesn't matter when you start investing and when you end the investment as long as it's within the time period you are selecting.
I hope its helpful?
@@torahulj thanks , got it
Quant or tata small cap which is better
9.45
Thanks for the video. Please share the website name
Thanks a lot
From which wbsite I can get the rolling return...
8.5% Home lone interest😊
Please sir do the tax video
I'm holding UTI NIFTY FIVTY INDEX FOR ALMOST A YEAR AND AXIS SMALL CAP FUND FOR 6 MONTH
UTI - FOR HAVING EXPOSURE IN NIFTY
AXIS FUND - RETIREMENT
I'M 22.... your comment please
Both are good fund as such.
Home loan 15% in idfc bank
Taxation vedio is needed
Not Performing good - Edelweiss US Technology Equity FOF
What to you think about NFO of an index fund
Depends on the details of NFO, generally i avoid NFOs.
Taxation part video needed
Noted Meganathan, surely will try, thanks for the comment :-)
I've been doing sip in axis blue chip(G)large cap for the last 3yrs should i exit now.
Started following your channel recently.
Taxes on mutual fund
You are beautiful