Should you invest in multiple thematic funds?

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  • Опубліковано 2 жов 2024
  • Investors asked me various questions related to investment and I have answered few selected questions in this video. '
    This video is bases on question and answers related to mainly mutual fund asked by my viewers.
    This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
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КОМЕНТАРІ • 45

  • @sheelbhadrakumar459
    @sheelbhadrakumar459 3 місяці тому +2

    Do not invest in thematic fund,invest in largecap,midcap,multicap,flexicap,smallcap and index funds for a long time in a disciplined way.Donot forget to check performances periodically.

  • @anuraajkamal2333
    @anuraajkamal2333 2 місяці тому

    Maine do fund choice Kiya hai ICICI prudential infrastructure fund, Nippon India Power and infrastructure fund

  • @sureshkumarprince
    @sureshkumarprince 3 місяці тому

    Sir namaskar
    I am new investor (Agressive) age 48year
    Plz check and confirm Port Folio only Lumsum
    Sbi equity hybrid Regular
    Sbi contra- SBI PSU
    Quant Mid cap HDFC Manufacturing fund
    Quant small cap 5k SIP
    Plz anyone change Thanks

  • @parveenlamba5831
    @parveenlamba5831 3 місяці тому

    Sir, please review my portfolio
    Quant small cap,nippon india small cap,parag parekh flexi cap, motilal oswal mid cap & icici prudential equal weight index fund.
    Sabhi mein 2000/month sip
    How much will it become in 15 years? Or any change required or not.

  • @myworld3208
    @myworld3208 3 місяці тому

    Sir maine icici prudential technology fund me 20000 lumpsum invest kiya hai... Ye sahi hai ya isse switch karna shi h

  • @manjalilpurushothaman4592
    @manjalilpurushothaman4592 3 місяці тому

    Valuable edition sir 🙏

  • @prashantjadhav9299
    @prashantjadhav9299 3 місяці тому

    Sir I am your regular viewer . Thank you very much for sharing such a wonderful information for mutual funds . It help us for investment of funds in verius mutual funds. My wife also started mutual funds investment after watching of your many episodes .
    Sirji if we started the investment in mutual fund through any one broker for example through Angle one and then after period of time I want to continue the same investment with same unit's with same same funds in mutual find but through other broker for example motilal oswal so is it possible? if yes how ?

  • @jassasingh6261
    @jassasingh6261 2 місяці тому

    RAM RAM Sir ji 🙏

  • @myworld3208
    @myworld3208 3 місяці тому

    Sir 2 lakh lumpsum invest karna 5 year k ly hai kis fund me karu

  • @Harshil_Rakesh_Jai_Mata_Di
    @Harshil_Rakesh_Jai_Mata_Di 3 місяці тому

    Hello sir, Q1-i have bank fd which have 7% interest use for emergency fund.These fd are for 3 to 10 yrs also.Should i switch 50% bank fd,s to Tata arbitrage fund and also make new emergency fund in Tata arbitrage fund.I am in 20 % tax slab.
    Q2- kya Husband and wife ka mutual fund portfolio different hona chahiye ya ekk hi ?? We both are in government job and have same goals for retirement, child education or others.Which is beneficiary and good wrt tax harvesting, tax plan, retirement etc

  • @Harshil_Rakesh_Jai_Mata_Di
    @Harshil_Rakesh_Jai_Mata_Di 3 місяці тому

    Hello sir Q1-i have bank fd which have 7% interest use for emergency fund.These fd are for 3 to 10 yrs also.Should i switch 50% bank fd,s to Tata arbitrage fund and also make new emergency fund in Tata arbitrage fund.I am in 20 % tax slab.
    Q2- kya Husband and wife ka mutual fund portfolio different hona chahiye ya ekk hi ?? We both are in government job and have same goals for retirement, child education or others.Which is beneficiary and good wrt tax harvesting, tax plan, retirement etc

  • @BhadauriaGyaan
    @BhadauriaGyaan 3 місяці тому

    Sir namaskar 🙏
    Mere pass 4 funds h jinme 1 year se invested hu fund selection par aapki opinion chahta hun
    Nippon large cap 5k
    Sbi large &mid cap 5k
    PPFC 5K
    TATA SMALL 5K
    10%SE TOPUP KARE 20 SAAL TAK TO KITNA CORPUS ACCUMALTED HOGA ❓

  • @paritoshparitosh8877
    @paritoshparitosh8877 3 місяці тому +1

    Mera Name paritosh me 8 mutal fund me sip karaho 1sbi contra 2 Nippon India multi cap fund 3 qund small cap 4 SBI small cap 5 Nippon India small cap 6 motilal oswal mid cap 7 ICICI prudential multi asset 8 SBI enargy thematic fund eska thora riks or sef ka bareme bati

    • @dhanpalsingh6318
      @dhanpalsingh6318 3 місяці тому +1

      In my opinion you should exit from SBI small cap and SBI energy thematic fund and add one large cap (Nippon India large cap fund).

  • @anuraajkamal2333
    @anuraajkamal2333 2 місяці тому

    Koi ek thematic fund suggest karen

  • @IndianPrimeVideo
    @IndianPrimeVideo 3 місяці тому

    Sir, my name is Prabhat Kumar Mishra , my age is 51 Years. Now, I want to invest ₹25 Lakh in Mutual fund and after 2 years I want SWP of 25000 pm. Please suggest best funds for me.

  • @manindrapandey1577
    @manindrapandey1577 3 місяці тому +1

    Mai aap ke har ek video dekhta hu

  • @SibasankarTripathy554
    @SibasankarTripathy554 3 місяці тому

    पंकज जी प्रणाम। एक सुझाब चाहिए, मेरा जो स्टॉक्स में इन्वेस्टमेंट का डबल हो चुका है, उसको थोड़ा थोड़ा बेच के, म्यूचुअल फंड में इन्वेस्ट करना सही होगा?

  • @kiranudar5743
    @kiranudar5743 3 місяці тому

    Dear sir,
    Since last 2-3 years I am investing in below schemes
    1. Canara robeco blue chup equity direct plan.
    2. Nippon india small cap direct pan
    3. Canara robeco emerging equity direct plan
    4. Quant active fund direct plan
    My question is considering long term investment is it makes my portfolio diversified or do need to make any changes to make portfolio more balanced ??

  • @BapuLondhe-q5e
    @BapuLondhe-q5e 3 місяці тому

    मोतीलाल ओसवाल मिड कॅप फंड 1000
    निपाणी इंडिया स्मॉल कॅप फंड 1000
    पराग पारीख फ्लेक्सी कॅप फंड
    मेरा पोर्टफोलिओ ठीक है
    फंड 1000

  • @manindrapandey1577
    @manindrapandey1577 3 місяці тому

    Pankaj sir namskar 🙏 mere portfolio me 8 funds hai jisme ICICI prudential technology fund 3000 Nipon India small cap 4000 sbi small cap me 4000 HDFC mid cap me 3000 aaditya Birla psu fund me 3000 pragk parik flexi cap me 5000 ICICI Bharat 22 Fof me 50000 ka Lamsum cenra roboco small cap me 10000 ka Lamsum ki hu Total environment 3lac 65000 intrest ke sat 4lac 70000 huwa hai please btaye ki 18 sal ke liye kaisa portfolio hai mai 2042 me pensan jaunga Mai ek Sainik hu please btane ki kirpa kre🙏

  • @prabhatagrawal2253
    @prabhatagrawal2253 3 місяці тому

    prabhat age 57+ kindly guide me best mutual fund for 5 years sir

  • @Sksingh-fi2gc
    @Sksingh-fi2gc 3 місяці тому

    Sir namaskar,, shukriya for all invester guidance of financial planning ,, aap bahut hi achhe tarike se samjhate hai ,,
    Sir Mera ek question hai ki koi bhi mutual fund app hai usme bahut category ka fund house hai usme hum invest karte hai .,,
    Mera question hai ki. Yadi invester death ho jati hai to
    Nominee kaise apna paisa itne sare fund house se redeem kar paegi
    Plz guide

  • @IntrovertMan410
    @IntrovertMan410 3 місяці тому

    Sir abhi ke time konsa small cap fund best hai jo long term investment ke liye shi rahega for sip and lumpsum both? Pls is topic ke upar ek detail me video banaiye logically and technically

  • @fulchandrachaudhary164
    @fulchandrachaudhary164 3 місяці тому

    Excellent advice on thematic fund Sir.. 👍👌

  • @krishnadubey4747
    @krishnadubey4747 3 місяці тому

    सर आप को अच्छी सलाह के लिये बहुत बहुत धन्यवाद

  • @allinformationhere2955
    @allinformationhere2955 3 місяці тому

    Hello sir
    10 lac mf me invest krna h 5 saal ke liye kon sa fund shi rahega...plz bataye

  • @SADAFRAUF-ey9fr
    @SADAFRAUF-ey9fr 3 місяці тому

    Sir i want to start SIP for 5000 monthly Please review my shortlisted funds
    1. Paraj parik flexi cap fund 2500
    2. Nippon india multicap fund 2500

  • @saurabhIndianboy
    @saurabhIndianboy 3 місяці тому

    You can go with business cycle fund

  • @AmiyaChatterjee-du7dq
    @AmiyaChatterjee-du7dq 3 місяці тому

    Sir 🙏
    I did lumpsum investments on understated mutual funds . Pls review my following lumpsum investment -:
    1) Motilal oswal large& midcap fund--Rs.100000/-
    2) HDFC BALANCE ADVANTAGE FUND --RS.300000/-
    3) ICICI PRUDENTIAL EQUITY & DEBT FUND. ----300000/-
    4) HDFC MIDCAP OPPORTUNITIES FUND ---RS.100000/-
    Awaiting for your valued review on this regard. Thank you very much to you for such nice videos.

    • @anandkharat6700
      @anandkharat6700 3 місяці тому

      sbi contra
      sbi psu
      nippon infra and power
      for best 26 percent returns

  • @santoshjain6304
    @santoshjain6304 3 місяці тому

    Business cycle fund can be the option

  • @yogendersingh5161
    @yogendersingh5161 3 місяці тому

    Pls sir my recive question

  • @ashishbansal3669
    @ashishbansal3669 3 місяці тому

    Namaskaar sir, topic bahut hi achcha hai

  • @sandeepgoyal144
    @sandeepgoyal144 3 місяці тому

    How to send questions?

  • @yogendersingh5161
    @yogendersingh5161 3 місяці тому

    Pls reply req sir

  • @ssyadav1621
    @ssyadav1621 3 місяці тому

    Thankyou

  • @jogeshwarbajpai7324
    @jogeshwarbajpai7324 3 місяці тому

    Good

  • @shaipatil594
    @shaipatil594 3 місяці тому +1

    Small cap ke 1 ही फंड मे 5000/- sip करणे मे और small cap ke 5 fund me 1000/- करणे मे क्या फरक हैं.....
    Same about midcap and large cap

    • @santoshjain6304
      @santoshjain6304 3 місяці тому

      I do invest in 3 small cap fund instead of 1