Sir, I m viewing your videos regularly from last one month. I like your video's. I m beginner in MF. My age is 58 yrs. I m a banker going to retire @ 60. I have started 4 SIP's direct funds in last month, as under: 1 Nippon India small cap 3000/- 2. PP flexi cap 3000/- 3. Kotak emerging equity fund 4000/- 4. HDFC Mid cap opp 5000/-. Time horizon 10-12 yrs. Pls review my portfolio. Thank you sir. I m waiting........
There is no such thing as capital protection. Even FD loses your money due to the inflation. Best to just go ahead with balanced advantage funds. Equity hi Naiya paar lagayega, rest is own bhagya
Sir You are confusing Senior citizen scheme is giving 8.2% is it beating inflation compared to balance advantage fund which is regularly creating alpha 😮😮😮😮😮😮😮😮😮😮😮😮
Hello sir Very good information Plz samco and quant both fund house ke dynamic asset allocation funds ko compare kare.... which one is safer and why quant or samco dynamics asset allocation fund. I want to invest for 5yrs in this category One more thing sir Plz take fresh interview with sandeep tandon ji... quant fund management Thanks in advance.
Sir,can I put in more money in Hdfc Balance Advantage Fund Idcw scheme so that I can get more dividend every month as I have already put in two lakh.Please advise me in this regard. Thanks.
Sir, I am regular viewer. I have HDFC Balance Adavantage fund in my portfolio. My age is 36 years. My investment horizon is 10-15 years. Should I exit HDFC Balance Advantage fund and go other pure equity fund? My portfolio is 1. Quant flexi cap :3000, 2. HDFC Balance Advantage fund : 2000, 3. Tata Small Cap : Rs 2000, 4. Nippon Large Cap fund: Rs 3000 , 5. Nippon Small Cap fund: Rs 1000, 6. Motilal Oswal midcap fund: Rs 2000. 7. PPF: Rs 5000 per month 8. NPS: approx 20-22 k per month with 50% my share and 50% by company Is there any change required? Please suggest.
Good evening sir ji 🙏 Aapke video bahut hi achhe lagte hai ❤ Plz sir review my portfolio SBI small cap direct fund 2000 Axis small cap 3300 Canara small cap 1600 Quant midcap 3000 Mahindra menu life multicap 2700 Tata large and mid cap 2400 Motilal Oswal large and mid cap 1500 Hdfc Sensex index fund 1000 HDFC small cap 500 Target 1.5 cr in 12 se 13 years me 10% step up yearly Koi change karna hai ya nahi plz suggest me
Sir Kindly review and suggest on my portfolio 1.Mirae asset midcap fund SIP 3000 from last 3months 2. Quant Small cap 2000sip 1year 3.Quant mid cap 2000sip 1year 4.UTI Nifty 50 index fund 8000 sip 1year 5. HDFC BAF 2000 sip 6 months 6. SBI BAF 2000 6months 7.Tempeleton value fund 2000 sip 6months 8.Nippon small cap 2000 sip 3 months 9. Parag parikh flexi cap 6500 sip 6 months 10.Mirae asset midcap and largecap fund 3000 sip 3months Regards Amlan Vishnu
Sir, mujhe swp ke liye invest karna hai lump-sum. ye fund mere liye achha hai retirement ke liye (20000 hajar per month swp) 1/ canarw robeco conservative hybrid fund. (5 lakh) 2/ state bank of India conservative hybrid fund.(10 lakh) 3/bank of India aggressive hybrid fund.(5 lakh) 4/ icici bank aggressive hybrid fund.(10 lakh)
Sir maine 49 saal ki hu, maine hdfc click 2 wealth me ₹3000 ki SIP ki thi aur 5 saal pura hogaya abhi isme discovery fund and opportunities fund me invest hai 15 saal ka sun assured ₹360000 hai. Abhi isme bane rahu na ki nikaal jana chahiye. Please bataye
Sir, many many many thanks you sir, for such an eary n unfailing advice from your greatness, this is first in myl life, but sir what is the name of conservative hybrid fund n its return, better advise me how much n where to invest, thankfully,
HDFC Balance Advantage और SBI Equity Highbridg में क्या अन्तर है , ICICI prudential Multi Asset इन तीनों स्कीम में रिटायरमेंट के बाद बराबर पैसा डालकर कर 8% वार्षिक के दर से SWP लेना क्या समझदारी होगी
Disagree with your views. For darpok people's Nifty Index fund is safe, which gives average 10% + returns. Secondly HDFC Balanced advantage fund average return observed 15%+ which is good & safe returns. SWP should be keep maximum 7 to 7.5% of balanced Corpus.
Hii sir, myself Kaushal. Plz review my portfolio... SBI small cap fund - 2000 Axis small cap fund -3000 Nippon india small cap fund -1000 Quant small cap fund -3000 Mirae asset large and midcap fund -1000 Mirae asset focused fund-3000 Mirae asset tax saver ELSS -1500 Motilal Oswal midcap fund -3000 Pgim India midcap opportunity fund-2500 Kotal flexi cap fund -2000 Parag Parikh flexi cap fund -5000 UTI nifty 50 index fund -2500 HDFC index s & p BSE sensex fund- 1000... Isme kuch change to nhi karna hai.. target 20 years.. monthly sip- 30500 Step up 10% every year.. plz guide me
Sir main 30 lakh invest karna chahta hun multi asset fund main aur waha se 1 saal baad swp karna chahta hun 18500 monthly to ICICI prudential multi asset kaisa rahega aur kotak multi asset fund kaisa rahega
Nice portfolio. Just want to add ELSS fund Secondly, u can switch one small cap , one is enough and invest that amount in Hybrid aggressive fund. Thanks.
Sir Icici pru value discovery fund HDFC Balance advantage fund Sip ke liye eak sath tik hi....for long 15 yrs ke liye. Plz sir answer me. Abhijit Andaman Nicobar Island.
Sir mera senior citizen scheme ka 20500 evry month sip me invest hora mera large cap 43%, mid cap fund 33%, and small cap me 18% 10 se 12 years me approx kitna banega amount.
Hello sir Mein apna swaal panaj sir se puchna chahta hu jankari ke abhav me mene sip suru ki or bhaut sare fund le liye sir me aapko regular sunta hu or follow bhi karta hu aap bhaut achi advice dete ho sir mera portfolio review kijiye sir me jda pda likha nhi hu aapko RU-vid me Kai bar comment bheja but aapne reply hi nhi kya sir me sbji ki dukan laga kar paise jma karta hu plz sir margdarshan kijiye mera portfolio review karne me Mera portfolio Aditya Birla large cap regular -2000 Nippon India largecap Regular-1000 ICICI prudential midcap regular -2000 ICICI flexi cap regulr-1000 Nippon India small cap-3000 Axis small cap regular-1000 Sbi small cap regular-1000 Quant smallcap direct-1500 Canera roebeco smallcap direct-1500 Kotak midcap direct-1000 Hdfc smallcap direct-500 Tata smallcap direct-500 Sir kon si sip band Karu or konsi jari rakhna chahiye agyanta vash jda sip le Li hai or kya regular plan ko direct me switch kar lu please help me
Why have you investing in so many small cap funds.if you are not sure which fund will perform better than go for hdfc 250 small cap index fund.in the long term no active fund outperform index fund.
Sir mai vinay Shukla up Sultanpur se hoo sir mai September 15 2022 ko maine SBI contra fund me 3 lakh SBI bluechip me 2 lakh Sbi small cap me 2 lakh Nivesh kiya hai is samay value 946000hai aage kya kre margdarsan kre
Sir mai sip kar raha hu 1.Motilal oswal midcap fund direct plan growth=1500 ka 2.Hdfc balance advantage fund growth plan direct plan growth.=1000ka hai Kiya ye dono fund sahi hai ki nahi Aur mai isme 15to20 years sip karne wala hoo So please suggest me sir Thankyou...
@@pankajmathpal thanks, yes strategies to हर balance fund की होंगी या होनी चाहिए, मैं समझा shayad icici का कुछ special है down side protection जैसे कि minimum NAv या aisa कुछ. क्या मै सही हू
Sir, meri age 63 yrs hai.. Maine SBI Elite insurance policy mai 150000/- per year since 2014 se five yrs ke liye deposit kiya ab 10 yrs hone hone wala hai .meri policy march 2024 mai mature ho rahi. Fund just double ho gaya. Pl.suggest mujhe ye paisa abhi nikal lena chahiye ya kisi aur fund mai switch karna chahiye. Pl.suggest any fund scheme jisme mai 1 yr ke baad SWP kar saku.
Sir, u can invest 10L each in.. Hybrid funds or aggressive Hybrid funds. 10L in index fund or large cap fund 10L in SCSS Rest fund you can keep in FD as liquidity..
Kya main 5 lakhs ka lumsum invest karu Quant small cap me 3 yrs ke liye? Ya market girne ka intazaar karu? Ya fir aur konse small cap fund ya funds ache hai lumsum ke kiye?
Hello sir...I want to invest lump sum amount in MF around 12 lakhs for 10 years and more..I am 41 years..pls suggest to me MF also confirm what Average rate of interest i will receive..also confirm it will be the right time to invest or i shld wait for correction
Sir I am Praveen pattar recently i started sip investment tata small cap fund 2500 and lump sum of f Rs 10000 in HDFC small cap and yearly I am getting 1 lakh I have to invest this amount in lumpsum so kindly guide me where I have to invest this amount yearly present my age 37
Sir please take my question.I am planning to sell my equity shs worth RS 25 Lakh and this amount I want to park in balance adv fund for Monthly income.my salary is not so high so I want SWP income and that SWP monthly income I want to invest for next 25 years via SIP in large small mid cap equally.is this strategy is good?my SIP capacity is 20k kindly advise ratio for each large small or mid cap. Regards Rudra
Hello, sir. I am 46yr old and till retirement my goal is make 3cr. I have SBI Magnum children investment Direct fund growth 5000 SBI contra fund direct growth 5000 hdfc flexicap midcap opportunities icici prudential value discovery bluechip infrastructure fund direct growth 5000 monthly sip and in SBI dividend yield contra long-term equity hdfc top hundred balanced advantage icici prudential multi asset bluechip equity and debt & india opportunities fund direct growth approx lumpsum 12 lakhs in my portfolio for time horizen 15 yr. So Sir, you are requested to give me advice that there is any need of portfolio diversification. Thanks
Hi Sir, I'm from Assam, a regular viewer of your videos. I want to invest in SIP for 20 to 25 yrs and my Target is 3 cr. I have already invested in 1. UTI Nifty Next 50 Index Rs.2k since 2023 2. ICICI Pru US Bluechip Equity Rs.2k per since 2023 3. Tata Small Cap Rs. 1k since 2023 4. Nippon India Small Cap Rs. 1k since 2023 5. NPS Rs. 11k per month since 2017 Sir, I want you to reviewed my portfolio and suggest me what fund to add or stop to achieve my Target or I have increase my investment amount. I will stepup my investment by 10% every year.
सर मेरी मा की उम्र 70 साल है, और मंथली उसको अपने मेडिकल और दुसरे खर्चपांनी के लिये कम् से कम मंथली 30000, हजार की जरुररत् है SWP, करणे के लिये एकसाथ 4000000,लाख MF. दालने के लिये तयार है. तो कोणसे MF इन्व्हेस्मेंट करे, और इतनी रकम इन्व्हमेन्ट करणे के लिये कोई टॅक्स भरणा पडता है.
Sir kindly reviw my portfolio My age 28, investment horizon in 3 goals 5yrs, 10 yrs, 20 yrs Total sip 13k Sbi contra 2k Hdfc bal adv fund 4k Nipon large cap 1k Nipon small cap 2k Motilal midcap 1500 Quant mid cap 1500 Thematic tata digital/kotak infrastructure 1k on after other basis Kindly review plllzzzzzzz 11k sip total with yearly 8 peecent increase expected 11:42 11:42
Sir, mujhe swp ke liye invest karna hai lump-sum. ye fund mere liye achha hai retirement ke liye (20000 hajar per month swp) 1/ canarw robeco conservative hybrid fund. (5 lakh) 2/ state bank of India conservative hybrid fund.(10 lakh) 3/bank of India aggressive hybrid fund.(5 lakh) 4/ icici bank aggressive hybrid fund.(10 lakh)
