Thank you Sir for sharing highly valuable insight on investments! Appreciate if you could show a Xls sheet on percentage allocation of funds ( that benefits a Retired individual who in 30% tax slab) for generating regular income with minimum Taxes, SWP, Flexicap or etc.. whichever comes with moderate risks. Thank you.
Dear sir, Very Good Information video. I buy new mutual fund every month time. deposit 500 to 1000 for every week / day for one month. Then select another fund for next month and repeat same story. I keep it doing and having 20 to 30 mutual funds. I also watch their nav or expenses ratio chang is reduced then invest 5000. I am getting 13% xirr on my investments. I make sure that there should be no over lap. Thanks for your guidance.
am a beginner in mutual funds investment. Recently, decided to switch from RD to SIP in mutual funds in expectation of 5-6% higher returns than RD. Risk Profile: Moderate, Age:31,Investment period:10-15 years, Looking for atleast 12% return. More than 12% would be bonus for me.Have been following you for the last four months.Please share your views on my mutual fund portfolio: Salary:Rs50,000 per month. SIP in HDFC INDEX S&P BSE SENSEX FUND:Rs5000 per month SIP in PARAG PARIKH FLEXICAP FUND:Rs5000 per month SIP in NIPPON INDIA SMALL CAP FUND:Rs2000 per month. CANARA ROBECO ELSS:Rs50,000 per FY through SIP. Am I on a right path?
Investment amount is high in individual funds. Go for 2000 rs SIP for 6 type of ... 1. Good large cap fund. 2. Tax saving fund. 3. Index fund. 4. Sectoral fund. 5. Small cap fund. 6. Child education based fund. This is my portfolio. I was getting 13% return when nifty was around 15900 (in last low) now my return is around 16%. Choose fund by learning compaines you belive and those companies are included in mutual fund companies portfolio. Share your Annual return percentage of your current time portfolio.
@@amrendrabahubali5962Don't recommend sectoral funds. They require a lot of management and are very much more risky than normal capitalization based funds
If you need ELSS remove sensex, parag parigh and canara and replace 3 of them with Zerodha Elss Nifty Large Midcap Index along with Small cap fund.. 10k each
Your age is 31 You mentioned But your risk profile not mentioned. When you need the maturity of fund value not mentioned. If you would like to invest for 20 years then choose flexi cap fund and keep on investing in that for 5 years you will see growth of ur corpus and then that is enough. You don't need 4-5 funds 2 funds are enough.l
📹We are now in हिंदी (Hindi)
➡Subscribe to our Hindi UA-cam channel, Dhanak
Click here --> youtube.com/@DhanakVideos 🔔🔔
Please start hindi articles on value research website too!🙏
Please start hindi articles on value research website too!🙏
Please start hindi articles on value research website too!🙏
Wealth is created through concentration and protected through diversification.
Getting rich is chance, but staying rich is an Art.
Thank you very much Dhirendra sir. Really your suggestions are knowledgeable and helping us to know how to invest and get benefitted from that.
Eagerly waitung for the rebalance tool
Awesome analysis and cleared my doubt in many directions and i realised my mistake in portfolio buildup. Dhirendra sir thank you for this video.
Always welcome
Thank you Sir for sharing highly valuable insight on investments!
Appreciate if you could show a Xls sheet on percentage allocation of funds ( that benefits a Retired individual who in 30% tax slab) for generating regular income with minimum Taxes, SWP, Flexicap or etc.. whichever comes with moderate risks.
Thank you.
Decent guide
Still waiting for the value research app !!
Should one have only two funds for more than 5 years savings ? One flexi cap and one multicap fund. Should i add one small or midcap fund ?
Dear sir, Very Good Information video. I buy new mutual fund every month time. deposit 500 to 1000 for every week / day for one month. Then select another fund for next month and repeat same story. I keep it doing and having 20 to 30 mutual funds. I also watch their nav or expenses ratio chang is reduced then invest 5000. I am getting 13% xirr on my investments. I make sure that there should be no over lap. Thanks for your guidance.
30 funds with No Overlap ?? 🤔🤔 Are you talking about Indian Equities
I have 18 mutual funds in total and it's been 6 years
@@SanthoshKumar0a1 may I know
how are the returns?
Hi Sir,
In case of 4 family members .
Should we open separate account of mf investment in diversified manner .
Kindly advise
I have Mirae Asset Emerging BlueChip Fund for last 5 years, is it time to switch to a different fund now?
how to chose good fund for more than 15 years, app 5 lac per month sip36 months
The program should be in hindi sometimes.
We are now in हिंदी
➡Subscribe to our Hindi UA-cam channel, Dhanak
Click here --> youtube.com/@DhanakVideos 🔔🔔
@@ValueResearchvideo बोहोत धन्यवाद
am a beginner in mutual funds investment. Recently, decided to switch from RD to SIP in mutual funds in expectation of 5-6% higher returns than RD. Risk Profile: Moderate, Age:31,Investment period:10-15 years,
Looking for atleast 12% return. More than 12% would be bonus for me.Have been following you for the last four months.Please share your views on my mutual fund portfolio:
Salary:Rs50,000 per month.
SIP in HDFC INDEX S&P BSE SENSEX FUND:Rs5000 per month
SIP in PARAG PARIKH FLEXICAP FUND:Rs5000 per month
SIP in NIPPON INDIA SMALL CAP FUND:Rs2000 per month.
CANARA ROBECO ELSS:Rs50,000 per FY through SIP.
Am I on a right path?
Investment amount is high in individual funds. Go for 2000 rs SIP for 6 type of ... 1. Good large cap fund. 2. Tax saving fund. 3. Index fund. 4. Sectoral fund. 5. Small cap fund. 6. Child education based fund. This is my portfolio. I was getting 13% return when nifty was around 15900 (in last low) now my return is around 16%. Choose fund by learning compaines you belive and those companies are included in mutual fund companies portfolio.
Share your Annual return percentage of your current time portfolio.
@@amrendrabahubali5962Don't recommend sectoral funds. They require a lot of management and are very much more risky than normal capitalization based funds
If you need ELSS remove sensex, parag parigh and canara and replace 3 of them with Zerodha Elss Nifty Large Midcap Index along with Small cap fund.. 10k each
Your age is 31
You mentioned
But your risk profile not mentioned.
When you need the maturity of fund value not mentioned.
If you would like to invest for 20 years then choose flexi cap fund and keep on investing in that for 5 years you will see growth of ur corpus and then that is enough.
You don't need 4-5 funds
2 funds are enough.l