Review Mutual Fund Portfolio Yourself - Like a PRO | How to Shortlist Best Mutual Funds
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- Опубліковано 1 жов 2024
- Complete guide to review your mutual funds portfolio yourself As this is very important to make sure you are getting best returns from your mutual funds in long term. This video will surely help you to guide you to review your portfolio in best possible way.
#portfoliolongterm #mutualfunds #investing #youreverydayguide
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One like for information only and not paid promotion
Very well explained.
I am investing in MFs for past 2 years but I had never reviewed my profile.
After watching this video, I feel the need to review my MF portfolio now 😀
Remember mutual fund ka analysis karna kuki sirf 1 sal ka underperformance...shi matric nh h exit krne ka....baki allocation... quality nd ur goals.....sb match krte ho😊😊😊
Kitna return aa raha tha bro?
Your thoughts on REITs will be very appreciated, YEG. Anytime I want to know more regarding Mutual Funds and Credit Cards, I go through your videos. I find your ways much easy to understand and imbibe.
You always come up with pertinent advices .... Am Blindly relying on ur insightful videos ... Excellent one 🎉
Very nice sir , whatever problem i face in investment, your video has the solution especially overlap one
Thank you so much for considering the request and sharing this content. One more request if possible how and when to book profits regularly from mutual funds and reinvest to get a better compounding effect. Everyone gives information on purchasing but now the need is when to sell and how to earn profits regularly that no one tells😊.
Sir this is my funds for 40 k per month, please review once
1. Nippon india small cap fund 5500
2. Quant Direct small cap fund 5000
3. PGIM mid cap fund 3000
4. Canara Robeco Bluechip large cap fund 3500
5. Parag Parikh Flexi cap fund 6000
6. SBI Nifty index India growth found 5500
7. Tata gold ETF fund Direct plan 3500
8. Tata digital india 4500
9. SBI Energy Opportunities Fund Direct growth plan 3500 /- Per month.
Hello Sir, In my investment , mutual fund A is performing good and Mutual Fund B is performing low. please tell me how shall I shift all my investment of B in A without withdrawal in bank account. Thankyou.
I am so late to discover your channel. They say it’s never too late. Better late than never. Sir your videos are really knowledgeable. I think I have completely understand mutual funds now. I am learning stock market now. Sir can u share your knowledge on swing trading. Savings is important but at the same time, too much savings also makes you kanjus isliye.
great Video @Your Everyday Guide. Would you explain the right way to exit from any badly performing mutual fund with minimum loss of taxation and other expenses?
You give great tips and very easy to understand
no need to check rolling returns?
Also I was invested in regular funds via some agent but now that I am aware of direct funds, I would like to switch. also some of those funds are not beating the benchmark. But he says I will be harming the compounding if I keep changing. Is that true?
Kindly review my Portfolio...
Paragh Parikh Flexi cap. 1000
Tata Digital Fund sectorial 1000
Uti nifty fifty index fund. 1000
Hdfc large and mid cap. 3000
Nippon india small cap. 2000
Sbi small cap fund. 2000
Well explained. One question. When checking returns what all duration we should check.
Very good camera and mic quality... Great
Lump sum graphs are different than in sip investments in money control
Most of the funds are below benchmark but returns are good for year
It’s confusing after seeing your video
Hi Sir, Please reply How to download Any mutual fund portfolio stocks in excel sheet
I am beginner and learning about SIP. Please Give me SIP suggestion.
I want to invest in 1 SIP for long term duration (approx -20yrs) & 1 SIP for short term duration 2 to 3 year.
Ranjan, your efforts towards educating us in the simplest possibe manner is good. Thank you.
Good video sir ji keep posting such videos regularly 🙏
The best UA-cam channel for mutual fund investors. Thank you so much
Hi Sir, I've checked all of my mutual funds with the benchmarks, all of them are low in 2 year and 1 year filters. But all of them are high in 'All' filter. Do I need to shift all of them?
Sir alpha or beeta vale bhi samjha dijieye ek video me
this video was made for me it seems! investing in AXIS BC for 3 years. My question is if i add a new fund into portfolio what can be done with AXIS BC shall i sell and invest in new MF or hold the AXIS BC but stop the SIP?
How to find a change in AUM size for a particular mutual fund?
Very informative and with rich content. Concise and tothepoint. Thanks a lot. Pl cover the topics mentioned in the comment section.
Sir, pls make a review video on growpital ( Agri based Investment platform for guaranteed fixed returns upto 17%). Is this platform safe for Investment????
Hi .. I have done one lum sum and SIP both in nifty 50 but 2 different mutual funds.. both 4 months back..does it make sense.. should I stay or change my mutual fund portfolio
Stay invested at least for next 1.5 years..you will see the returns
Sir Main 25 years tak invest karna chahta hun and main 4 Small cap select kiya hun.. 4 small cap thik rahegaa kiya for 25 years
Very informative video. Much needed.
Sir🙏 Name: sanjay sarma, Telangana state
Age: 51 investing since 2021 december31
Sir, below funds me konsa fund ko rakhu ya exit karun by age factor .
1. Axissmall cap
2. Sbi small cap sip 3000
3. Axis large cap
4. PGIM midcap fund
5. Parag parikh flexi sip 2k
Please tell me
From where can we check the benchmark nav
Very well driven content 👏💯
Sir ❤ mujhe Tex save karna hain dono main se best mutual fund thore rishk ke sath 5y ke liye (1) Axis long term equity direct growth plan & (2) Sbi long term equity fund direct growth plan.
100000 invest karna chahta hu ....which best small cap fund ...axis small cap vs quant vs Nippon small cap fund...abhi invest mkarna sahi rahega sir...
thanks a lot for the very informative video. I hope you will notice this comment. I have a query- how to track change in AUM and Expense ratio? Is there any tool for this?
Is there any website or app that shows info about fund manager change, change in expense ratio, AUM up down etc!!!!???
भाई आपका लाईक भी बनता है और सबस्क्राईब भी ।। Keep it up..,👍👍 very knowledgeable Thanks a ton..👌👏
Appreciating 🎉
Sir portfolio he
1 uti nifty 50 index fund direct 1600
2.sbi bluechip fund direct 1000
3.pgim india Midcap fund 1000
4.Nippon india small cap fund 1500
5 parag parikh flexi cap fund
1000
He sahi ya Galt he sir cheng karu
Video starts at 4:20
Sir please review my mutual fund portfolio
1. Axis growth opportunity
2. Axis small cap
3 . ICICI prudential technology
4. Kotak manufacturing India
5. Mirae asset global x artificial intelligence etf fof
Sir...Kindly review my portfolio.
I am 30yrs old and I want to invest for a long time (15-20yrs) for maximum wealth creation with minimum risk.
*HDFC S&P BSE Sensex fund or, Canera robeco blue chip equity fund-4000
Pgim India mid cap-3500
Nippon small cap- 2500
ELSS(already invested)
Quant tax saver fund-2500
Parag Parikh tax saver fund-2500*
Please, I am newbie .Kal ko mai mar gaya to mere mutual fund ko app se nominee kaise stop aur credit kar payega ? Usko mutual fund aur app chalane nahi aata 😁😭
The video is very good....problem is, a lot of confusion is created....the ELSS mutual funds that I own but the return is showing very less.......there is a lot of confusion in the head. , what to do now...... Everything is very complicated
Sir , which fund is better for long term investment of 15 years through SIP in flexicap category Parag Parikh Flexicap or HDFC Flexicap. Please reply.
Sir, please review my portfolio and suggest if it needs modification.
1. Canara Robeco Flexi cap - 3000
2. Tata small cap - 2000
3. Canara Robeco small cap - 2000
4. Quant small cap - 2000
5. Motilal mid cap - 2000
U are best
Sir apki video Mai dekhi buy and forget bahut help meli mujhe apne large cap ICICI blue chip midcap me kotak emergent aur smal cap Nippon bataya aur ye bhi kaha ki sbi small bhi ap rakhna chahte the . I m right sir
Hi sir, i started investing in quant small cap fund, and parap parikh flexi cap fund with each 5k sip per month. Is it good portfolio? Please review and suggest me please. It would be great help and also please anyone suggest me as well
Sir Mera mutual fund ka paisa nhi aaya 9 din ho gaya withdrawal lagaye hue aur groww app pe withdrawal completed dikha raha h😭😭
Portfolio overlap se kya nuksan hota hai??
Anyways we are paying expense ratio based on percentage which will be same in both funds.
AUM last 10 years ka kaise milega kisi bhi Mutual fund ka.Please bataye tabhi AUM decrease hua ya increase, pta chalega.
Very informative video...
Sir kya aap apne Mutual fund portfolio ka review kar sakte ho kya hme screen mai bta ke..please🙏
Bring more videos regarding nifty sensex with other U.S stocks .
Just one word for this video.... A... M...A... Z.. I... N... G... Kuch naya sikhane mila.... Kam ki battttt & No Bakwassssss....
SBI equity hybrid fund long term ke liye acche hai kya sir please comment reply me sir 6000 pay out lay Raha hu
Very nice Ranjan your videos are simply good you educate people in the very simple language
I have a question, if I invest lumpsum to any mutual fund scheme should I check all these stated in this video along with the PE ratio of its benchmark before investing. I am new to mutual, kindly any guidance would be appreciated. Thanks in advance.
Where we can get information about change of fund managers, change in AUM or change in Expense ratio? Is there any website giving this info at one place?
Good video. Very interesting and new information. Thanks a lot.
Nippon India Growth fund vs SBI Magnum Midcap fund?
Sir I have a question, if a mutual fund is not performing, lets take an example of Axis mid cap, as its alpha, beta, sharp ratio, maximum factors are not in its favour, also it is not performing good compared to its peers and benchmark for last 3 to 5 years. So should we stop our sip and start in a new fund or should we withdraw our money from this fund and invest it into another, kindly help me with this doubt, seen many videos but no one has discussed this.
First of all check if lump sum investment is allowed in other preferred midcap fund.
If allowed, then withdraw all amount from existing fund and invest it as lump sum in other fund.
@@YourEverydayGuide thank you so much sir
Hello brother. I'm a 26yr old doctor doing my residency and for which I get a stipend. I was thinking of investing 10k per month for the next three years. I have two questions. Do the mutual funds from buy and forget video still stand to create a portfolio like your other video and is GROWW a good app for this process. I know you've said to have a goal based investment but I don't have any plans I just wanna save up some amount of money over this three year period. Please reply
Nice thought
buy and forget mat karna bhai hamesha track karte raho jab bhaari giravat aye to lumpsum invest karo jab ekdum peak pe jaye to SIP pause karo
@@yadneshkhode3091 ok brother
@@yadneshkhode3091 so If I wanna start investing in mutual funds now. Which ones do you suggest and how should I allocate? How do I get this information?
3 years is considered as a short period for investment.
You need to be a little conservative.
For 10K investment monthly I would suggest
1K - in gold fund
3K - Short term debt fund
1K - in mid cap fund
1K - in small cap fund
2K - in nifty fifty index fund via SIP. Select any two days of the month for ex. 1K on 5th and another 1K on 20th of the month.
Last 2K kept it reserved for lumpsum investment in nifty 50 index. When the index falls by +1% add 1K on each fall.
Little hectic process. But you need to be careful for a short period.
If all this looks very overwhelming to you the check hybrid fund like balance advantage fund.
I hope this will provide some help. But please do your own research.
Groww is good app. If you are new to investing then avoid using multiple apps.
Happy Investing !
Good presentation. But u missed one thing. How to check if a MF is beating its catagory average.
Thank you very much. Really Informative
Very well explained 👍👍👍
Great Video. Could you please let us know that why PGIM switched fund manager for many schemes from Aniruddha Naha to Vinay Paharia?
bro at 6:06 u compared returns for lump sum amount, see above scheme return, one time investment is slected not sip returns
why are you comparing 1 or 2 year returns only ? should we check only short term returns only if plan is for longer term
Exelent & clear explained . Video ,voice khup chan. TQ so much.
Best video
Can we invest in foreign stocks in us dollars.
How many years of underperformane merits s pause or withdrawal from any scheme
Eg axis blue chip
I'm staying in UAE. How I can open demat account
Sir sirf small cap investing shai rahegyeo kya agra 20nyr ka vison ho
Sir I am planning for these funds.
Can u pls suggest changes in this portfolio
1-UTI nifty fifty index
2-Parag parekh flexi cap fund direct growth
3-Axis growth opportunity fund direct growth
4-Kotak small cap fund direct growth
Good funds
No need to change
Stock or sip which is best
I don’t like sip
I have SIP in SBI blue chip since 2017
Main jitne bhi mutual fund hai mere pass 5 aapke bata a huwe pe le rahk kha hai
If I close any down performing SIP then how to transfer it as it is to new SIP?
Hi, I have invested in else funds on coin so can I redeem these funds on grow ?
Sir please review my portfolio:
Quant ELSS: 2000
Mirae Asset ELSS:1000
Parak parikh flexi cap: 2000
Motilal Oswal Mid cap:1000
UTI Nifty Fifty index: 1000
And 20k lumpsum in HDFC mid-cap
Itne saare me kya sip kar rahe hai
3 mutual fund kafi hai sip ke liye for best return
Very informative video...I have invested in one sbi mutual fund...how can I switch from sbi mutual fund to other?
Video coming today
Sir mera muchal found kon kon sa rakhu plas bataye
1.uti nifty 50 index fund direct
2. Sbi bluechip fund
3. Nippon india small cap
4.pgim india Midcap opportunities
5.parag parikh flexi cap fund
Swich krne pr income tax lgega ya ni gain pe mf k
You have not covered: Asset allocation, desired number of funds, asset ratio of L:M:S, whether you prefer pure funds or a mix of Large & Midap, Flexicap and Multicap to get desired ratios. Thank you, but a good video.👍
Nice information👌👌👌
Thanks for this informative video. I want to know, is there any appropriate time to invest in a perticular mutual fund following sensex or nifty....or I can invest in a fund at any time I wish.
Secondly, how can I judge a funds aum whether it is high or low?
Excellent discussion
My portfolio
1-Tata digital fund 1000
2-axis bulechip fund-1000
3-parag parikh fexicap fund-1000
Kya change karna chahiye.....
Exit axis bluechip. Enter canararobeco bluechip. Sept 24
What is your suggestion regarding Axis Blue chip large cap direct fund.i have invested in this fund from 2019 so i am thinking should I continue or withdraw
Don't invest in large cap funds, invest in nifty 50 or sensex index fund.
Bhai kya karte ho aur bich mein aa kedara dete ho yaar
Sir minimum aum should be how much to consider it??
Very useful. Thank you .
you are THE GOD for new learners !!!
Review my MF portfolio
Parag parikh flexi cap
SBI contra
HDFC multi cap
Kotak emerging
Kotak small
Canara robeco small
Axis small
Nippon small
Tata small
Quant small
Edelweiss small
Motilal oswal mid
1000 each per month
12k monthly SIP
Funds should not cross 5 /6 .. Seems like you have many small cap funds and no diversification... Please change your portfolio
You have too many small cap investments. Just diversify your investments, no need to invest in so many mutual funds.
When I change non performing mutual fund should invest the amount as lumpsum in new mutual fund?
Yes
can we invest in index and axtive both fub=nds???