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Types of Mutual Funds Explained I Equity Mutual Fund Categories Explained | Kirtan Shah CFP 

Financial Planning Academy (FPA)
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This video focuses on helping you understand the SEBI categorization of mutual funds. The focus is to demystify the 12th Equity Mutual Fund Categories.
#MutualFundCategories #TypesOfMutualFunds #EquityMutualFund #MutualFundsIndia #fpa #kirtanshah #kirtanshahcfp #kirtanashah #financialplanningacademy #cfa #acca #cma #cfp #rachnaranade #akshatshrivastava #pranjalkamra
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27 ноя 2023

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Комментарии : 47   
@palanivelm2324
@palanivelm2324 14 дней назад
Good information.
@subodhkumarsharma4669
@subodhkumarsharma4669 24 дня назад
Really good information! Please keep it up. Regards
@satishkoumarr6455
@satishkoumarr6455 3 месяца назад
Thanks for posting this video. As a first time investor this will help me a lot
@ishaankhare239
@ishaankhare239 6 месяцев назад
Such an amazing video! Great work please keep posting!
@FinancialPlanningAcademy
@FinancialPlanningAcademy 6 месяцев назад
Thank you so much. Glad you found it useful
@morningstar2452
@morningstar2452 5 месяцев назад
very simple way you explained. the way you teach us it's really very easy to understand common people. thank you and God bless you. I got more value from your videos.
@visionary4635
@visionary4635 5 месяцев назад
I started with treat good with ur money but after driving deep into it. I got to know that, being millionaire is 60% about luck and 40% about gaining knowledge
@madankulkarni1715
@madankulkarni1715 8 месяцев назад
Your passion to see common retailers more financially well informed will ensure a marked shift from FD segment & youngsters make wealth as they progress with income. My take: For 5years FD people ELSS would be better option than flexi. Their record show reliable rolling return consistancy with good captive raito. Pl share your expert views for benefit of viewers. PP tax saver ( though 2019 inception) are worth discussing in this catagory.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
Agree. ELSS is superior just that they have to know that ELSS is equity and hence comparing directly with FD may be theoretically wrong
@haneshnarang
@haneshnarang 2 месяца назад
Very good content. keep it up. But, please be careful. Guys like Akshat & Wanchoo were also good in the beginning, till they got too cocky.🤣🤣🤣
@subodhkumarsharma4669
@subodhkumarsharma4669 24 дня назад
Please educate on Agressive Hybrid and Balance Advantage funds also.
@shreebalajisampath
@shreebalajisampath 6 месяцев назад
Very clear explanation. Very knowledgeable. Very useful information about mutual funds.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 6 месяцев назад
Thank you so much
@ajaysmadan
@ajaysmadan 8 месяцев назад
Concise explanation and well understood..waiting for the next one
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
Thank you so much
@viswanathanravi9615
@viswanathanravi9615 3 месяца назад
Namaste ji . Am 67 yrs now . Very beautifully explained . I have been investing (30K/Month)since 15 years through a adviser, Reasonably good but not satisfied . . But from Covid he desertedme and did not help me . Presently am continuing what i have. Now i want to invest in a few more MF . Would like to understand how to choose a Mutual Fund To invest ?? Where to invest a lumpsum income and take it back when needed .?? Will be thankful to you if you can guide me .
@deepalisharma7285
@deepalisharma7285 8 месяцев назад
Great sir 👏
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
Thank you
@tejindersethi2723
@tejindersethi2723 7 месяцев назад
Very informative.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 7 месяцев назад
Thank you
@hussainhussain-kz9hz
@hussainhussain-kz9hz 8 месяцев назад
Shukra huzur ❤
@user-cn4de6nv3k
@user-cn4de6nv3k 8 месяцев назад
Very well explained!!
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
Thanks Aman
@atulyewle2347
@atulyewle2347 7 месяцев назад
Sir nice &valuable video but as possible use in Hindi language.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 7 месяцев назад
Sure will use Hindi as well
@vineeshp6
@vineeshp6 9 дней назад
Sir, Hybrid and balanced advantage funds come under which category
@dr.riteshchhabra3611
@dr.riteshchhabra3611 6 месяцев назад
Hi Kirtan..Thanks for the excellent initiative to educate investors through this mutual fund series..Subscribed..Just want to know your view about SBI contra fund as it is currently behaving more like well diversified multicap rathen than flexi cap according to allocation..
@akumar234
@akumar234 8 месяцев назад
Sir, the macroeconomic videos are also to be continued.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
We will. I am so glad you'll like it :)
@sureshmahavirvarma
@sureshmahavirvarma 8 месяцев назад
Lets say we shortlist a small cap mutual fund category. Can you also create a video on how to pick which small cap fund to invest in? Thanks for the video
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
That’s what I will be doing in the future videos. Stay tuned, subscribe and click the bell to receive a notification
@TECHNICALQUERY
@TECHNICALQUERY 8 месяцев назад
One question I have is most mutual funds are handled by big companies like nippon M.O. etc these mutual fund shows like 30* to 40% Annualised growth since these are handled by very experience people what's the high risk factor in these mutual fund sunce the managers are always able keep these mutual fund in balance
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
The returns are not constant. Today the markets look good & so does your portfolio. Returns come with volatility.
@user-je7yt9zz7y
@user-je7yt9zz7y 3 месяца назад
Sir, my name is Rohan. I recently started investing last month. Though it's a bit late, I've invested in Nippon Large Cap 5k, PP Flexi 5k, HDFC Balance Advantage 5k, and Nippon India Multi 2k. I need one more SIP for 4k. Could you please suggest a fund name? Additionally, I'm considering investing a lump sum of 2 lakh in HDFC Balance Advantage. My investment horizon is 8 years, aiming for 40 to 45 lakh. Could you advise if my chosen funds are suitable for me.
@rameshpunhani5681
@rameshpunhani5681 6 месяцев назад
Kirtan ji, very nice and kniwleageable subject. Pl advice today's PE ratio is very high, how we can invest or wait for some more time
@FinancialPlanningAcademy
@FinancialPlanningAcademy 6 месяцев назад
Invest 50% and do STP of the remaining 50%, if market falls, what ever is pending from the 50% in liquid, transfer to equity at that time
@satisfiedbuddy457
@satisfiedbuddy457 7 месяцев назад
My age is 23, i want to invest 10k/month in index fund ,flexi cap nd small cap mutual funds , so how to divide this 10k into mutual funds?? How much % should i invest in small cap index nd flexi??
@AnujNeogi-ih2db
@AnujNeogi-ih2db 5 месяцев назад
4k flexi, 3k mid, 3k small no index as total amount is very less just 10k and you r young
@AnujNeogi-ih2db
@AnujNeogi-ih2db 6 месяцев назад
Sir sir sir can I choose Large and Midcap fund instead of a single Large cap fund or Midcap fund ???
@FinancialPlanningAcademy
@FinancialPlanningAcademy 6 месяцев назад
A large + Mid May not be able to replace Large & Mid separately
@AnujNeogi-ih2db
@AnujNeogi-ih2db 6 месяцев назад
Then what funds should I choose ? (I have a small cap separately for growth purpose)
@user-po1tj9ct8x
@user-po1tj9ct8x 7 месяцев назад
HDFC Mid and small cap fund have large cap 38%,while mid cap is only 29% so how do we decide that it's actually as per the definition?
@FinancialPlanningAcademy
@FinancialPlanningAcademy 7 месяцев назад
They need to have 65% mid in a Midcap and 65% small in a small cap like mentioned in the video. Please recheck your number
@siddhantgunjal4422
@siddhantgunjal4422 8 месяцев назад
Please suggest a good strategy or a portfolio of mfs for people in their 20's .. And also please suggest what should be the allocation to each mf.
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
Thats the intent to teach over the next 10 odd videos. do subscribe to the channel & stay tuned to the other videos in this series
@sanpra1981
@sanpra1981 8 месяцев назад
Have u excel for MF investment tracker
@FinancialPlanningAcademy
@FinancialPlanningAcademy 8 месяцев назад
In this series over the course of the 15 videos we will teach you how to do it. There is no short cut
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