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.
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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.
Maine do fund choice Kiya hai ICICI prudential infrastructure fund, Nippon India Power and infrastructure fund
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
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.
Sir maine icici prudential technology fund me 20000 lumpsum invest kiya hai... Ye sahi hai ya isse switch karna shi h
Valuable edition sir 🙏
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 ?
RAM RAM Sir ji 🙏
Sir 2 lakh lumpsum invest karna 5 year k ly hai kis fund me karu
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
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
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 ❓
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
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).
Koi ek thematic fund suggest karen
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.
Hdfc balance advantage fund
Mai aap ke har ek video dekhta hu
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?
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 ??
मोतीलाल ओसवाल मिड कॅप फंड 1000
निपाणी इंडिया स्मॉल कॅप फंड 1000
पराग पारीख फ्लेक्सी कॅप फंड
मेरा पोर्टफोलिओ ठीक है
फंड 1000
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🙏
prabhat age 57+ kindly guide me best mutual fund for 5 years sir
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
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
Excellent advice on thematic fund Sir.. 👍👌
सर आप को अच्छी सलाह के लिये बहुत बहुत धन्यवाद
Hello sir
10 lac mf me invest krna h 5 saal ke liye kon sa fund shi rahega...plz bataye
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
You can go with business cycle fund
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.
sbi contra
sbi psu
nippon infra and power
for best 26 percent returns
Business cycle fund can be the option
Pls sir my recive question
Namaskaar sir, topic bahut hi achcha hai
How to send questions?
Pls reply req sir
Thankyou
Good
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
I do invest in 3 small cap fund instead of 1