44 year Sensex return is 17%, but half of that came from just four years!

Watch the "Basics of portfolio construction: A guide for beginners"
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[@pankajgurudeb]

All your videos are full of knowledge and wisdom. Thank you very much Sir for sharing these with us.

[@subhabratachoudhury]

Really a big fan Sir. Enjoyed every videos. Not only informative but also entertaining.

[@hemanshudureja6941]

Thanks, neither bullish nor bearish, just good and real advance.

[@prasoon76]

Thanks guru ji ❤

[@oppai_seeker6329]

Hi sir, stupid suggestion here but if possible can make a video on:- if someone uses nifty next 50/midcap 150(40%) as midcap and total world or msci world in usd/inr(30%) for large cap substitute and also for international diversification and 10 year constant gilt or any long term gilt(30%), I wanna know what would be rolling return,max drawdown, portfolio under water and also a comparison between this portfolio with crisil hybrid 65:35

[@kuljeetsingh2151]

I want to do lumsum of 10 lakhs in tranches and also want to add 20 thousand SIP every month, should I invest in nifty 50 and nifty next 50 or choose parag Parikh flexi cap, or Quant tax plan, or choose mid cap and small cap fund. I want to stay invested for next 40 years.

[@Ritesh91188]

Please let me know the taxation applicable on icici prudential Nasdaq 100 international fund effective from 1st April, 2023.

[@pattufreefincal]

as per slab

[@karansahani8860]

17% Per Annum?

[@swanandarjunwadkar6247]

Sir - for someone who is 45 years age and have accumulated 35 times of current expenses (being NRI). sum is accumulated through earnings so what should be strategy to keep growing money at inflation rate? Don't want to to take much equity risk or no need of higher returns. so what should be the investing approach ? Is it possible to make a video on this topic?

[@pstaney]

Great question.

[@oppai_seeker6329]

If u are already retiring then check his bucket strategy and if not then decide your investment tenure and set an asset allocation based on your risk appetite then check pattu sir's video on risk reduction strategy of portfolio (preferably the one where u derisk your portfolio by reducing equity exposure as your investment tenure decreases) and then use bucket strategy once u retire

[@gnanamr2228]

Sir Are index fund returns also affected by higher AUM? In the current year, the UTI Nifty 50 index fund's AUM is around 9965 crores, but if it grows to 30000 crores in the next 10 years, will its performance also be affected in comparison with other nifty 50 index fund with less aum

[@oppai_seeker6329]

No xd

[@mudassarsayed4792]

hi Pattu sir, how do u feel about this asset allocation for the next 20 yrs with reducing risk and yrs pass by.
65% into equity
15% into international equity via an index fund
20% bond .
now in 65% Indian equity segment,
I wanted to understand whether i should go for an balanced advantage or aggressive hybrid or simply go traditional 80% nifty 50 and 20% nifty next 50.
if I take index approach I would incur less expense ratio but in the market corrections wouldn’t be able to undertake the best opportunities.
thus please advise.?
regards
Sd

[@mudassarsayed4792]

sorry sir forgot to mention with periodic rebalancing as well !!

[@shalabhpradhan529]

check out Pattu sir’s goal based investment course.
Its exactly around the asset allocation puzzle that ur talking about.