Best Mutual Fund For SWP | SWP Ke Liye Best Fund | SWP Best Fund | Best Fund For SWP | SWP In 2024

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  • Опубліковано 10 лип 2024
  • क्या 2024 में Large Cap से होगी कमाई?, Full Video Link - • Large Cap Fund | Large...
    Join us in this insightful UA-cam video as we delve into the Kirtan SWP Fund.
    We unravel the reasons behind its classification shift from its previous category and explore its performance amidst market dynamics.
    With a current allocation indicating a potential move, we discuss the importance of monitoring its performance over time to ascertain its suitability compared to Balanced Advantage Funds.
    Offering advice on portfolio construction, we highlight the significance of diversification and suggest considering ICICI and Edelweiss combinations for optimal results.
    Tune in for a clear understanding of investment strategies and fund selection for your financial goals.
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    Time Stamp
    0:00 Intro
    0:18 HDFC balance fund
    1:15 Best fund for SWP
    #mutualfunds #mutualfund #financialfreedom #financialeducation #investments #investmenttips #investmentstrategies #stocks #stock #stocktips #investmentopportunity #investmentopportunities #bwealthy #swp

КОМЕНТАРІ • 34

  • @BWealthy
    @BWealthy  5 місяців тому

    क्या 2024 में Large Cap से होगी कमाई?, Full Video Link - ua-cam.com/video/v9KUvFs1Qlk/v-deo.html
    Mail Us On - ask@bwealthy.co.in
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  • @amanahuja4501
    @amanahuja4501 4 місяці тому +2

    For this channel, I would say 'Return on time invested' is impressive. Best channel for overall growth on equity side.

  • @akumar234
    @akumar234 4 місяці тому +8

    Kirtan Shah Ji is absolutely right. That's why I mentioned about 3-bucket Streategy many times in comments of your previous many videos, when other experts suggested BAF (specifically HDFC BAF) for SWP.
    I also mentioned that one of my relatives lost some capital in covid period in HDFC BAF with SWP option. But you were silent on this issue, so I thought let it be, I am aware at least that SWP is to be done from Liquid/Arbitrage Funds only from 1st bucket (having 4 to 5 years your expenses), 2nd bucket can have next 5 years expenses in BAF, Aggressive Hybrid, Short duration debt funds. 3rd Bucket can have the rest of the money, which is required after 9 years, and here equity mutual funds can be purchased (Large, Midcap, Smallcap, Flexicap, etc. as per your risk appetite and choice).
    In between these 9 years, when Equity is at peak, one can pour some amount by selling MFs of 3rd bucket and refill to 2nd and 1st bucket. If equity is performing average and Debt market is at peak, pour some amount from 2nd bucket to 1st bucket.
    3-bucket Streategy is very well explained by CEO MorningStar Ms Critstine Benz in her youtube videos and also touched in the book "How to manage your retirement corpus" by Parimal Ade & Gaurav Jain, CEOs of Yadnya Investment Academy.
    Happy Investing.
    😊

    • @jaideepsarkar961
      @jaideepsarkar961 2 місяці тому

      Great explained this strategy to minimize any risks in best way of Three Bucket Theory

    • @sunithaneelam2832
      @sunithaneelam2832 16 днів тому

      Great!! Its really a very good approach.

  • @nitinkulkarni3180
    @nitinkulkarni3180 4 місяці тому

    Swati Madam thanks for sharing good video once again.Thanks to Kirtan Shah sir also who is very knowledgeable person .Your videos with Kirtan sir are really much informative .
    Have good day

  • @bhupinkumar7480
    @bhupinkumar7480 4 місяці тому +1

    Respected sister 👧🏼You have faced every hardship in life with bravery ⛷️🛷and resilience. You have disarmed your problems through your smile 😊You have faced hardships with bravery and resilience. You have concealed your worries in your heart🫀 .You are a strong 💪 indeed…Just enjoy this Day. Happy Women’s Day!ave concealed your worries in your heart. 🫀You are a strong 💪woman sister👧 indeed…Just enjoy this Day.where ever you live you I pray 🙏to God you achieved every thing excellent💯👍in your life I pray to God for your excellent health prosperity and success🏆 in every path of your life.God bless you small sister take care of your health a lot.Happy Women’s Day!🙏🙏🙏🙏🙏

  • @vinayakmirashi9373
    @vinayakmirashi9373 4 місяці тому

    Kirtan Shah , as usual short & precise...Simply Great.

  • @ravikhajure
    @ravikhajure 4 місяці тому

    Nice information about SWP mam..
    If you have possible please take One hole session on SWP for retired person, which is so needful for them..
    So please think about it..

  • @amitpatil4899
    @amitpatil4899 2 місяці тому +1

    Madam Apka useful hote he 4sal se me investment kar raha hu😊

  • @user-kp2jx9im8w
    @user-kp2jx9im8w 3 місяці тому +2

    Madam, I have 4 lakh in account and I want to do SWP. My age is 43 years. Please guide and reply...

  • @gauravchhabra5578
    @gauravchhabra5578 4 місяці тому

    Mam , mutual fund ETF me Jo invest usme jitna up jaaye in a one month two month six month 70% redeem krva le , only return me se , vo stretagy thik rhegi? Agar return na aaye us time redeem nahi krenge

  • @5966ramesh
    @5966ramesh 4 місяці тому

    Thank you for this video. I have just invested in HDFC BAF, ICICI Multi Asset and ICICI BAF.
    This I have invested for income but not as a SWP. Will redeem only when I require money otherwise I will not touch.
    I am planning to do that only after an year or 2.

  • @ab30-ws4te
    @ab30-ws4te 4 місяці тому

    Swati ji plz tell about absl business cycle fund

  • @satijaadvertisement8265
    @satijaadvertisement8265 4 місяці тому +1

    Ma'am icici and elde. Fund names kya hai for SWP... VIDEO Mai names nahi hai

    • @Rajtraveller5
      @Rajtraveller5 3 місяці тому

      Sahib kaha Poora namaste hi nahi liya

  • @pranju4u22
    @pranju4u22 4 місяці тому

    Swati Mam SWP agar hum kertey hai toh taxation on SWP kitna hoga??🤔

  • @dhirendergupta1222
    @dhirendergupta1222 3 місяці тому

    How I know nps tries 2
    Swp ka TAX

  • @IndianPrimeVideo
    @IndianPrimeVideo 4 місяці тому

    Madam, Mujhe swp ₹40k ki karni he lekin 3 saal baad se. Abhi 40 Lac invest karunga, kis fund me invest karu? Kyonki ₹5 Lac deposit bank me emergency fund extra he. Aur Nippon growth fund me extra ₹15 Lac investment he. Abhi 51years age he

  • @pabitrapanda3507
    @pabitrapanda3507 4 місяці тому

    Namastey ma'am 🙏

  • @holypunk12
    @holypunk12 4 місяці тому

    Which funds he mentioning ? Balance advantage funds from ICICI ans Edelwiess ?!!

  • @karanamindrasenarao3288
    @karanamindrasenarao3288 4 місяці тому

    how about Aditya Birla Sun life balanced advantage fund?

  • @Yesucan001
    @Yesucan001 3 місяці тому

    which Fund of ICICI and Edelweiss need to clarify

  • @GatewaytoFinancialFreedom
    @GatewaytoFinancialFreedom 4 місяці тому

    Swp- tool to control cashflows and obtain best tax efficiency

  • @atharvgaming9528
    @atharvgaming9528 4 місяці тому

    Ma'am meri age 40 years hai aur main 50years me SWP chalu Krna chahta hu.mujhe bataiye ki mujhe abhi se kis SWP m.f.me sip krni chahiye.50 years baad usi fund se SWP suru kr du.please answer ma'am

    • @manojsuri007
      @manojsuri007 4 місяці тому

      Jis fund mein invested ho usi fund se swp karna behatar hoga. 6 percent per year se swp start Karo. Capital khone ka Darr nahi hoga.

  • @Bigwilli123
    @Bigwilli123 4 місяці тому

    Considering the market volatility and the impact of inflation on my 65.7 crores inherited portfolio, I'm seeking advice on diversification. Any thoughts on the best mutual funds for Systematic Withdrawal Plans (SWP) to ensure a steady income during retirement?

    • @Linda.xing-tj2fh
      @Linda.xing-tj2fh 4 місяці тому

      My stocks haven't been performing well, and I'm open to exploring SWP with mutual funds. Do you think consistent restructuring is necessary for gains, or are there specific funds that align with a more hands-off approach?

  • @dilipshinde5612
    @dilipshinde5612 4 місяці тому

    Swatiji,what's BF?Unable get ur pronunciation.

  • @onlydevesh
    @onlydevesh 4 місяці тому

    Is this only 2:39 min video?

  • @arunchaudhari1322
    @arunchaudhari1322 4 місяці тому

    Funds names should be given in complete information is not useful

  • @onlinemoneyearning7999
    @onlinemoneyearning7999 3 місяці тому

    Mast swati 😅