Dear all, if you like this method try this out with your funds and let me know if helped. Thanks WATCH ALL my fund reviews ua-cam.com/play/PLOLm6umckcyt1OBohM7-ZJu19mJXuqgbp.html
Can you make a video on type of mutual fund like liquid, direct, etc and what they invest plus what's their expected investment period. I have tried hard to accumulate these information but its taking alot of time to gather information and its more then 2 months reading and writing stuffs about these. I have full time job so after work hours. I am researching hard till late night but I still couldn't explore and know much in depth. I absolutely love your method of explaining things with practical example and giving add your personal experience. If you can make one or you have already made or any open source blog where I can find these information with just an highlights of type and where they invest. It would be easy for a practical investor to plan their investment who are new to mutal funds and also if someone think to have knowledge in any of the funds they are digg in more. Thanks in Advance. 🙂
That's a helpful video for a beginner who wants to get into mutual fund investing. Thank you sir. Can you please explain with alpha,beta,sharpe ratio and how does it matter in the performance.
Hi Pattu This video is of great help...Request your views on the redeeming the units systematically after one year and reinvesting it in the same fund. This regular churning up will reset the gains and gains can be maintained below 1 lac taxable limit.
@@pattufreefincal Hi Pattu...Thanks for the query. By churning I meant that systematically withdraw money ( amount to be same or less than the SIP amonunt) after one year and invest back in the same fund....and keep this systematic withdrawal going on till the one decides to close the fund and withdraw all the money. Hope this clarifies.Thanks
Sir...thanks for the video..I didn't understand the capture ratios (upside and downside) very well. Could you please make a detailed video on that if possible..thanks again for the video.
Hi Pattu sir. Thanks for the Goal Setting course and the videos and articles. You are doing a great job, sir. My Retirement is 11 years away. I am starting off (too late I know) by allocating 50% in equity MF(Index fund 75% Nifty 50 and 25% in Nifty Next 50) and 50% in Debt MF(50% Gilt and 50% 10-year Gilt). And plan to reduce my Equity by 5% every year and add it to Debt MF as shown in your mind-blowing course. Am I on the right track? Course correction suggestions from you if any? Also from which Year I need to start exiting from the risky 10-yr Gilt? And what to replace it by? Short Term Debt or Medium Duration Debt?
Hi sir, Watching your videos as a marathon this weekend. I'm in 30s, feeling little scared of retirement given the uncertain nature of my profession. I have decided to invest equal amounts in Nifty 50 , NN50, NIFTY 100 EQUAL and one more hybrid aggressive (Canada Robecco) as a SIPs hereon. Leavings aside the amount to invest, is the strategy I decided is good or am I going overboard??? I'm treating this as entirely long term not in idea of redeeming before anything less than 5-7 years. Would appreciate your reply a lot.
Since many funds hv changed their portfolio strategies overtime & with sebi reclassification realigned-pls add 4th step of this segregation / or other parameters of morningstar fund review page
Thanks for your efforts, haven't tried portfolio manager, which portal allows upload of nsdl /csdl eCAS for easy way to track and also see overall debt, equity % asset allocation percentage of the portfolio? Mfutility shows that but doesn't have some funds of other AMCs certainly..🤔
Dear all, if you like this method try this out with your funds and let me know if helped. Thanks
WATCH ALL my fund reviews ua-cam.com/play/PLOLm6umckcyt1OBohM7-ZJu19mJXuqgbp.html
Love you sarcasm. Will be performing the analysis on my funds soon.
Thanks fr the video.
:D
Wonderful information
Love the way you present
Can you make a video on type of mutual fund like liquid, direct, etc and what they invest plus what's their expected investment period. I have tried hard to accumulate these information but its taking alot of time to gather information and its more then 2 months reading and writing stuffs about these.
I have full time job so after work hours. I am researching hard till late night but I still couldn't explore and know much in depth.
I absolutely love your method of explaining things with practical example and giving add your personal experience. If you can make one or you have already made or any open source blog where I can find these information with just an highlights of type and where they invest. It would be easy for a practical investor to plan their investment who are new to mutal funds and also if someone think to have knowledge in any of the funds they are digg in more.
Thanks in Advance. 🙂
This is one of the most useful videos I've seen. Thank you!
That's a helpful video for a beginner who wants to get into mutual fund investing. Thank you sir.
Can you please explain with alpha,beta,sharpe ratio and how does it matter in the performance.
Hi Pattu
This video is of great help...Request your views on the redeeming the units systematically after one year and reinvesting it in the same fund. This regular churning up will reset the gains and gains can be maintained below 1 lac taxable limit.
Rohan Puthran simply wow. I didn’t thought from this perspective. Too good.
What regular churning?
@@pattufreefincal
Hi Pattu...Thanks for the query.
By churning I meant that systematically withdraw money ( amount to be same or less than the SIP amonunt) after one year and invest back in the same fund....and keep this systematic withdrawal going on till the one decides to close the fund and withdraw all the money.
Hope this clarifies.Thanks
@@pattufreefincal
Just to add..Frequency of systematic withdrawal to be same as that of one's SIP frequency
17:11 You may disagree but I don't care !! 😂😂
Thanks liked n shared
Sir...thanks for the video..I didn't understand the capture ratios (upside and downside) very well. Could you please make a detailed video on that if possible..thanks again for the video.
Very good analysis
Professor, what should be the combination for NIFTY 50 and NN50 that can be used for hybrid funds comparisons?
Hi Pattu sir. Thanks for the Goal Setting course and the videos and articles. You are doing a great job, sir. My Retirement is 11 years away. I am starting off (too late I know) by allocating 50% in equity MF(Index fund 75% Nifty 50 and 25% in Nifty Next 50) and 50% in Debt MF(50% Gilt and 50% 10-year Gilt). And plan to reduce my Equity by 5% every year and add it to Debt MF as shown in your mind-blowing course. Am I on the right track? Course correction suggestions from you if any? Also from which Year I need to start exiting from the risky 10-yr Gilt? And what to replace it by? Short Term Debt or Medium Duration Debt?
Hi sir,
Watching your videos as a marathon this weekend. I'm in 30s, feeling little scared of retirement given the uncertain nature of my profession. I have decided to invest equal amounts in Nifty 50 , NN50, NIFTY 100 EQUAL and one more hybrid aggressive (Canada Robecco) as a SIPs hereon.
Leavings aside the amount to invest, is the strategy I decided is good or am I going overboard???
I'm treating this as entirely long term not in idea of redeeming before anything less than 5-7 years.
Would appreciate your reply a lot.
Can you please suggest some safe debt funds post retirement. I have no pension
Sir, please prepare a video on whether to invest through p2p lending platforms.
this is the problem in the current times, gold plated knowledge like this will appeal to fewer people than flashy lambos and trading gurus.
Sad!
Since many funds hv changed their portfolio strategies overtime & with sebi reclassification realigned-pls add 4th step of this segregation / or other parameters of morningstar fund review page
What is the need?
@@pattufreefincal Needs - Future Asset Allocation / Fund Selection / Switch Decision / Realigning of Funds / Goals Matching, etc
Thanks for your efforts, haven't tried portfolio manager, which portal allows upload of nsdl /csdl eCAS for easy way to track and also see overall debt, equity % asset allocation percentage of the portfolio? Mfutility shows that but doesn't have some funds of other AMCs certainly..🤔
Try Value Research
Plz help to explain what is capture ratio?
Search my old posts
Hi sir,
i need to invest 30k per month sip.
can you please tell me what all fund category i can go for
age 28
Sir, 100 & 200 Rs SIP possible. I am doing it.
I am also
Good to know! Times have changed since I did SIPs :)
How to review ! Don’t review. Go for benchmark indices discussed herein 😅