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Have a lump sum to invest for the long term? Here are Six funds to consider!
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- Опубліковано 3 лют 2020
- Have a lump sum to invest for the long term? Here are Six funds to consider!
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Time to revisit the returns made by the funds recommended and new picks given the market ATH.
Is this list applicable currently too ?
Actually a Fund of Fund like the one Pattu sir mentioned is Tax Advantageous if held for 3 years or more since cost of Inflation Index is applied and one actually end up paying lesser taxes compared to an equity mutual fund.
I think PPFAS should be treated like a PMS. That's how I look at it
SBI magnum global fund has lowest standard deviation 15.42, with investing in 38 mnc companies which is well diversified across market cap(large cap-43%, mid cap-50%, small cap-7%), also well diversified across sectors. it has expense ratio of 1.25% which i find is slightly higher. Though is classified as thematic mnc, but mnc companies are generally well professionally managed & promoter ji not keeping hand cash flows. you suggestions please
Hi Sir
If someone has stopped ELSS SIP and wants to move its investment to different funds, should they do it as each sip is available for redemption or one should wait for the whole investment to become available for redemption?
HDFC Hybrid Equity and ICICI Equity & Debt funds are also decent picks from the volatality point of view I think
My choice icici
PPAFS LTE is a great fund but when comparing it's returns and volatility one should keep it mind that it's existing benchmark is flawed. It compares itself agains NSE 500 which is not representative of it's nature. Better index would be 75 percent Nifty 50 plus 25 percent MSCI world perhaps.
Hello sir, please talk about Franklin ultra short fund recovery... Yesterday new verdict came on AGR Vodafone Idea re appeal, new verdict says carriers have to pay only capital back now
1. Index Fund no ETF
2. Franklin India Dynamic Allocation Fund (Regular ?)
3. ICICI Prudential Blue Chip fund (Regular ?)
4. ICICI Prudential Balanced Advantage fund (Regular ?)
5. Quantum Long term equity value fund.
6.
Regular? Take direct plans!
Thank you Sir, I have the same problem, thought of ICICI Balanced advantage.
How about SBI Multi asset allocation fund from the perspective of low volatility and good downside protection
Kindly suggest in debt category also
Equal investment in ICICI Prudential Nifty 50 Index fund, UTI Nifty Next 50 Index fund & Parag Parekh LTEF via SIP. Plus additional investment in the same funds on Market dips. Will this be good way to invest for 15 to 20 years?
Uti nifty 50 best as per AUM
1.can you please give your views on the volatility of DSP dynamic asset allocation? Any particular reason why you didn't consider it in this list? I know its quite new but you have covered it in your video based on the nfo backtest of the methodology.
2. Will you still consider investing in dividend stocks hereon given the new budget taxation? Your views please.
I have lumpsump amount and want to invest through STP can you please suggest funds for that.
Can HDFC hybrid also be considered for lump-sum investment
What about hdfc balanced advantage fund ?
Pattu sir did you make ur mind on quantum ?
Pattu sir. I read an article about MF dividend may be taxable ... can you please give us idea...
Will do
Best lumpsum for elss
I know you won't appreciate this , but I just want your thoughts on taking all equity investments out and invest 25% of them in gold ETF , and have remaining in cash. Until we create a medicine for choronovirus.
If virus start spreading indian market will down for sure at that time invest in same proportion what we hold now (gold price will roar if it happens).
If we invent medicine immediately, choronovirus doesn't affect our nation, then then also invest in the same proportion... Just a precautionary, what do you say?
I think as Indian we have much safe heaven than gold whose price can fluctuate overnight. Park your money in PPF , FDs RDs, bonds etc
@@daydreamer7432 I am saying that 25 % investment in gold etf , not for safety. If the prior said things happens gold price will sky rocket.
@@vimal1083 I am not a trader so can't say about trading gold, what I can say is don't pull out all of your equity investments because you don't know what will happen tomorrow, Indian market is still holding up nicely against the virus until now.
Sir, do you have any recommendation on Crypto related savings...
Yes, stay away.
If i want to quit a fund sir; and there are no good funds in that fund house, i cant switch.. i hv to redeem only.. and then invest again in another fund house.. so is it nt kind of lumpsum??
@freefincal - Prudent DIY Investing sir request you to kindly respond... thank you sir!
Yes
What is your opinion on 10% TDS for MF?
Its only on dividend option
Sbi equity hybrid fund may added in this list
The only hybrid fund that i am retaining. Lower volatility than HDFC and ICICI
1st comment :)