sir just loved your videos♥️ please also review my portfolio sir i have 1- only nippon india multicap already invested 2000Rs. from sister account (from nippon india app) 1- Hdfc mid cap opportunities - Rs.500 from my account (self) ( angle one app) 2-Motilal oswal mid cap-Rs.500 3-Motilal oswal nasdaq 100FOF -Rs.500 4-tata small cap -Rs.500 5-iti smallcap- Rs.1000 6-Jm flexi cap -500 kya sir ye long term k liye sahi rahega ? kuch add or replace karna hai angle one app me ? angle one app (6 investment) nippon india app (1 investment) please reply when you feel free
Hi, Good Morning! Thank you for reaching out to us. I’ve analyzed the entire portfolio you’ve shared, and I must say it is a very well-executed portfolio. The funds have been chosen thoughtfully, with minimal overlap and a well-balanced risk-reward profile. Here's a summary of the analysis and recommendations: Your Portfolio: HDFC Mid Cap Opportunities Fund - ₹500 (via Angel One app) Motilal Oswal Mid Cap Fund - ₹500 Motilal Oswal Nasdaq 100 FOF - ₹500 Tata Small Cap Fund - ₹500 ITI Small Cap Fund - ₹1,000 JM Flexi Cap Fund - ₹500 Analysis: The portfolio is well-diversified across mid-cap, small-cap, international, and flexi-cap funds. Minimal portfolio overlap ensures efficient allocation and reduces redundancy. The current allocation balances long-term growth potential with moderate risk. Recommendation: No changes are required in this portfolio. The existing funds and their allocations are optimal. Adding any new funds is not advisable, as it would increase portfolio overlap without significant diversification benefits. Your Sister's Portfolio: Current Portfolio: Nippon India Multicap Fund - ₹2,000 Proposed Changes: To further improve her portfolio and diversify across different sectors and strategies: Reduce Nippon India Multicap Fund SIP to ₹1,000. Add: Tata Business Cycle Fund - ₹500 Kotak Infrastructure and Economic Reform Fund - ₹500 Reasoning: Adding these funds will diversify her portfolio into business cycles and infrastructure, two sectors with significant growth potential in the long term. The different investment approaches of these funds will complement the multicap strategy, enhancing overall returns. At the same time Risk adjusted returns are very well balanced for all these funds. General Recommendations: Step-Up SIP: Continue increasing SIPs by 10% annually or semi-annually to leverage compounding effectively. Lump-Sum Investments: Currently, there is no need for lump-sum investments. I will inform you via my videos whenever a good opportunity arises. If you have any additional concerns or suggestions, please feel free to mention them in the comment section below. Rest assured, your portfolio is well-positioned for long-term growth. Best regards, S K Singh.
Tata small cap Nippon india growth fund Sbi focused fund Maine inme investment kiya hi Mujhe sbi focused change krna hi I m thinking to change it into sbi contra Ye thik rahega
sir plzzzzz review my portfolio ♥️♥️ for long term Nippon india Multicap - Rs.2000 Nippon india Smallcap - Rs.1000 Tata Smallcap - Rs.500 Motilal oswal midcap - Rs.500 Motilal oswal nasdad 100 FOF - 500 Hdfc midcap opportunities - Rs.500 jm flexi cap fund -Rs.300 is it good for long term? step up with 10% anullay also kya changes karni hai ?🙄
Amazing video sir please help to review my portfolio and help . Parag parikh flexi-10k Tata small cap-10k Motilal oswal midcap-10k Also need to add 25k more sip pls suggest where to add and is my existing portfolio good?
sir just loved your videos♥️
please also review my portfolio sir
i have
1- only nippon india multicap already invested 2000Rs. from sister account (from nippon india app)
1- Hdfc mid cap opportunities - Rs.500 from my account (self) ( angle one app)
2-Motilal oswal mid cap-Rs.500
3-Motilal oswal nasdaq 100FOF -Rs.500
4-tata small cap -Rs.500
5-iti smallcap- Rs.1000
6-Jm flexi cap -500
kya sir ye long term k liye sahi rahega ?
kuch add or replace karna hai angle one app me ?
angle one app (6 investment)
nippon india app (1 investment)
please reply when you feel free
also sir 10% se every year increase bhi karna hai to ok hai portfolio?🙄🙏
angle one total bugdet 4000rs. sip
Hi, Good Morning!
Thank you for reaching out to us. I’ve analyzed the entire portfolio you’ve shared, and I must say it is a very well-executed portfolio.
The funds have been chosen thoughtfully, with minimal overlap and a well-balanced risk-reward profile. Here's a summary of the analysis and recommendations:
Your Portfolio:
HDFC Mid Cap Opportunities Fund - ₹500 (via Angel One app)
Motilal Oswal Mid Cap Fund - ₹500
Motilal Oswal Nasdaq 100 FOF - ₹500
Tata Small Cap Fund - ₹500
ITI Small Cap Fund - ₹1,000
JM Flexi Cap Fund - ₹500
Analysis:
The portfolio is well-diversified across mid-cap, small-cap, international, and flexi-cap funds.
Minimal portfolio overlap ensures efficient allocation and reduces redundancy.
The current allocation balances long-term growth potential with moderate risk.
Recommendation:
No changes are required in this portfolio. The existing funds and their allocations are optimal.
Adding any new funds is not advisable, as it would increase portfolio overlap without significant diversification benefits.
Your Sister's Portfolio:
Current Portfolio:
Nippon India Multicap Fund - ₹2,000
Proposed Changes:
To further improve her portfolio and diversify across different sectors and strategies:
Reduce Nippon India Multicap Fund SIP to ₹1,000.
Add:
Tata Business Cycle Fund - ₹500
Kotak Infrastructure and Economic Reform Fund - ₹500
Reasoning:
Adding these funds will diversify her portfolio into business cycles and infrastructure, two sectors with significant growth potential in the long term.
The different investment approaches of these funds will complement the multicap strategy, enhancing overall returns.
At the same time Risk adjusted returns are very well balanced for all these funds.
General Recommendations:
Step-Up SIP: Continue increasing SIPs by 10% annually or semi-annually to leverage compounding effectively.
Lump-Sum Investments: Currently, there is no need for lump-sum investments. I will inform you via my videos whenever a good opportunity arises.
If you have any additional concerns or suggestions, please feel free to mention them in the comment section below. Rest assured, your portfolio is well-positioned for long-term growth.
Best regards,
S K Singh.
@@liaathelabrador I hope this answers your question. If you still have questions, please comment below.
Regards,
S K Singh
@@InvestWithSKSingh thankyou sir ❤️❤️❤️❤️
Nice explanation, thanks
Good video sir🎉
Excellent analysis
Excellant analysis.
Very nice explanation
Thanks for liking
बहोत अच्छी जानकारी दि सरजी
रिटायर्ड फंड पर एक व्हिडीओ बनाओ
धन्यवाद सरजी🙏
मैं इन दोनो फंड मे बहुत सालो से invested हुं..आग swp करना चाहते हैं.. अपकी क्या राय है.. please guide
Sir 2 best large cap fund ka comprisen video banao taki clearly pata chale
SBI Contra vs Kotak Contra ?
Already done
Can pls make one video on kotak Multi cap fund Vs Nippon Multi cap fund
Tata small cap
Nippon india growth fund
Sbi focused fund
Maine inme investment kiya hi
Mujhe sbi focused change krna hi
I m thinking to change it into sbi contra
Ye thik rahega
investing in jm value fund and icici value
Pranaam sir
मे बहुत year se in dono me invested hu..aage swp karungi isme
sir plzzzzz review my portfolio ♥️♥️ for long term
Nippon india Multicap - Rs.2000
Nippon india Smallcap - Rs.1000
Tata Smallcap - Rs.500
Motilal oswal midcap - Rs.500
Motilal oswal nasdad 100 FOF - 500
Hdfc midcap opportunities - Rs.500
jm flexi cap fund -Rs.300
is it good for long term?
step up with 10% anullay
also kya changes karni hai ?🙄
Amazing video sir please help to review my portfolio and help .
Parag parikh flexi-10k
Tata small cap-10k
Motilal oswal midcap-10k
Also need to add 25k more sip pls suggest where to add and is my existing portfolio good?