Suitable funds for a new investor?
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- Опубліковано 21 жов 2024
- Investors asked me various questions related to investment and I have answered few selected questions in this video. '
This video is bases on question and answers related to mainly mutual fund asked by my viewers.
This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
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बहुत ही सुंदर
Thank you, Pankaj ji, to clear my confusion.
धन्यवाद सर,
हम आपका आभार व्यक्त करते है।
Valuable information sir 🙏
Sir,I have been following your videos on a Regular basis since last 3 years.I find them to be immensely beneficial.
Sir,could you kindly inform me what is the taxation when I withdraw my money after 36 months from Tier 2 Corporate (C) & Govt sec ( G).
Awaiting for your response, Sir.
सर नमस्कार
सर एक शंका दूर कीजिए जैसे हम SIP करते है तब मार्केट का सभी भाव पर हमारे पास यूनिट्स इकट्ठा होती रहती है मतलब उतार चढ़ाव का लाभ मिलता रहता है किंतु स्मॉलकेस के मामले में इसे कैसे मैनेज किया जाए क्योंकि पिछले कुछ समय में smallcase में काफी पैसा बना है और आगे कभी भी बाजार गिरेगा या गिरता है तब smallcase को कैसे मैनेज किया जाए क्योंकि इसमें तो बड़े पैसे की जरूरत होती है अगर बाजरा में बड़ी गिरावट आती है तो हम तो फिर से वही पर आ जाएगा जहा से शुरुआत की थी लाभ को कैसे संचित किया जाए निवेश का नजरिया लगभग 14 से 15 वर्ष का है
Thank U sir, aapne hamare query ka reply diya. Maine aapke video dekh ke hi apna portfolio banaya hai. Maine apna time horizon batana bhul gaya tha. My time horizon is 15 years for higher education of my two girls child.
I am investing 35000 per month in SIP. SBI Nifty 50 equal weight 5000, Nippon Large Cap - 5000, PP Flexicap 10000, MO Midcap - 6000, Axis Smallcap 3000, SBI Contra fund 3000, Quant Small Cap 3000.
Sukanya account me monthly 25000 rupees invest karta hu.
I want to invest 25 lakhs lumsum for 15 years. Ye lumsum amount ko apne portfolio ke SIP me hi kar de ya phir alag se fund le.
Kitne amount kis CAP me karna hai aur kaise karna hai. Please bataye.
Thankyou pankaj sir.
Well explained sirji
Hello sir
Plz review my portfolio. I started investment in Jan 2024. My sip is 25 k per month. Maine ek news channel k recommendations pr ye sip start ki thi. Aap plz bataye ki isme kya change Karu SBI large & mid cap (5k), ICICI prudential devidend yield (3k),
Kotak emerging equity (2k)
HDFC flexi cap (2k)
SBI small cap (1500)
SBI contra (1500)
Quant active (1500)
ICICI prudential focused equity (1k)
Aditya Birla sunlife PSU equity (1 k)
HDFC small cap (1 k)
ICICI prudential pharma healthcare (1500)
HDFC pharma healthcare (1k)
Aditya Birla sunlife banking(1500)
Tata digital India (1500)
Plz bataye Kids k future investment k isme kya change Karu?
Plz review
Sir mai bhola Pandey, sasaram bihar se ,
Mai MF me 2021 se Juda hu .
1.sbi bluchip dirt pl me- 2000 (2021)se.
2.sbi small cap 1500(2022)last se
3.parag Parikh flexihap 1500(2024)JAN se
4.kotak emerging eqty fund me 1000(2024)JAN se
Sir kya a sv protfolio sahi hai ya koi or Salah hai aap ka.
Mujhe long term rakhna hai yah SIP.
TARGE-1CR 15-20yrs me
Please 🙏
Sir , I want to invest lumsum of 1.5 lakhs every year till 5 years which index fund I should opt:
1. Motilal Oswal defence index fund or
2. Motilal Oswal S & P Enhanced value index fund.
I have following investments.. Please review my portfolio..DSP Equity opportunities and ELSS funds( both since 2017), Kotak flexicap (since 2017), PPFAS DAAF (since inception in March 24), Bandhan MAAF (since June 24), JM Value fund (since July 24), Quant momentum fund (July 24), ICICI energy opportunities (July 24), MO enhanced value index (June 24), Bandhan Total market index (July 24)..Apart from 2 index funds in which I will purchase in lumpsum as and when opportunity arises, I have SIPs in other funds ranging from 1500-2500..NPS 30000-40000 per year, PPF 20000-30000 per year...ETFs of around 30K started in June 24..Two FDs (3.5 Y) in Bajaj finance, 1 FD (3 Y) in Ujjivan and Three FDs (3 Y) in SBI and ESAF.
Sir Namaskar ji
Nipoon multi cap fund -6000
JM Flexi cap -6000
Quant Large and midcap -6000
Motilal Oswal Mid Cap -6000
Quant small cap -6000
Pls prort folio review
Hdfc defence fund mein nivesh krna chahiye ya nhi.
Sir,
Tax pay profit par karna hai ya Total redumption par ( agar swp ke through redumption kiya to profit kaise calculate karenge for tax pay)
??
Sir Mai aap ko apna Financial Guru Manta hu aap ke guidence me mai last 3 year se invest kar rha hu abhi mere pass 7/8Lac hai mai apne wife ke name se SIP Karna chahta hu 7/8 Lac ko small finance Bank me FD Kar du for usme se 20k monthly SIP Karu Mera 5/7 year ka target hai mai eas fund me socha hu invest karne ko .
HDFC BALANCE ADVANCE - 5K
PPFC - 5K
NIFTY50 - 5K
KOTAK MULTICAP - 5K
Please advise me
Sir. Maine bank me 20 lac ki bank fd ki hai. Tax slab 20 % hai. Jis karan interest mile ya na mile,phir bhi tax pura dena padta hai. Koi options bataye jaha safety and liquidity bank jaisi ho aur interest bhi mile. Ye mera emergency fund hai so risk nhi le sakta hoon. Please reply.
Please suggest funds name for lumsum 25 lakhs for 15 years for as a aggressive investor.
Sir,for SWP ,how to invest 50 Lac,
Good evening sir. I am 58years old I invested last three years back (2022 to2024 June end lumpsum invest in small cap fund3.5 lakh, index fund 3.5 lakh, hybrid fund 1.75 lakh, flexi cap fund 1 lakh, midcap fund 1.25 lakh. ) I holding next 15 years sir. Please suggest me sir my portfolio how much expected amount sir. Thank you sir
Namaskar sir,
Hdfc small cap
Sbi bluechip fund
Hsbc midcap fund
Axis ELSS tax saver fund
Tata digital fund
Motilal oswal flexicap fund
ye sabhi Fund me mera SIP chal raha hai 20 years k liye kya ye sabhi fund long term k liye thik hai.
Sir 5 lac mf me invest krna h lumsum 5 year ke liye fund suggest kre plz
.
I Brajesh Bajpayee work in BSF. And I watch all your videos regularly. I get a lot of information from your videos and keep myself updated. I want you to review my portfolio. My portfolio is like this
Sir, I have started SIP for 20 years from 2020. I also do top-up on fall. My portfolio is as follows
1. Parag parikh flexi cap fund 5000
2. Quant active fund. 4000
3. Mirae asset mid cap fund.3500
4. Axis small cap fund.3000
Sir, I am increasing the amount by 10% every year. Mine is worth Rs. 2 Crore. Please review my portfolio.
Hello Sir,
I want to add one Multi Cap fund in my Portfolio and I have Filter out below 3 funds.
Kotak Multi Cap
Nippon Multi Cap
Quant Active fund
My preference out of these 3 is Kotak Multi Cap.
But as this Fund is relatively new, Can you please guide me on this?
@@Keyur4242 Kotak Multicap
@@pankajmathpal OK, Thank you so much 🙏
Sir
Should i exit pgim flexi cap fund .it is constantly underperforming.very low return compaired to benchmark and peers.
@@saiKrishna-yo7ll exit
Jay hind, ma jiteendra kumar central government employe hu mujay 10thousand per month ki sip karni ha 15year ka life child study ka liya kon kon say fund ma start karu, please suggest me.
Sir Good Morning
I have following Mf
Parag parikh flexi cap - 2 K
Icici nifty next fifty index - 2 K
Nippon multicap - 2 K
Just started 2 month back
How is this approach is suitable for new investor.
Goal is 50 lakh in 12 year with 10 ℅ steuup
Plz suggest
Sir icici nasdaq100 index fund par bhi TCS rule applicable Hota Hai?
@@Baatharanayadav no
How to ask question and where to post?
@@sandeepgoyal144 as a comment on video.
Sir my porfolio pleasr review
axis small cap 3000
motilaloswal large and mid cap 4000
Edelwise mid cap 3000
Edelwise small cap 2000
Hdfc small cap 2000
Canara rebaco small cap 2000
For 15 yers
Thank U sir, aapne hamare query ka reply diya. Maine aapke video dekh ke hi apna portfolio banaya hai. Maine apna time horizon batana bhul gaya tha. My time horizon is 15 years for higher education of my two girls child.
I am investing 35000 per month in SIP. SBI Nifty 50 equal weight 5000, Nippon Large Cap - 5000, PP Flexicap 10000, MO Midcap - 6000, Axis Smallcap 3000, SBI Contra fund 3000, Quant Small Cap 3000.
Sukanya account me monthly 25000 rupees invest karta hu.
I want to invest 25 lakhs lumsum for 15 years. Ye lumsum amount ko apne portfolio ke SIP me hi kar de ya phir alag se fund le.
Kitne amount kis CAP me karna hai aur kaise karna hai. Please bataye.
Sir Mai aap ko apna Financial Guru Manta hu aap ke guidence me mai last 3 year se invest kar rha hu abhi mere pass 7/8Lac hai mai apne wife ke name se SIP Karna chahta hu 7/8 Lac ko small finance Bank me FD Kar du for usme se 20k monthly SIP Karu Mera 5/7 year ka target hai mai eas fund me socha hu invest karne ko .
HDFC BALANCE ADVANCE - 5K
PPFC - 5K
NIFTY50 - 5K
KOTAK MULTICAP - 5K
Please advise me
Sir Mai aap ko apna Financial Guru Manta hu aap ke guidence me mai last 3 year se invest kar rha hu abhi mere pass 7/8Lac hai mai apne wife ke name se SIP Karna chahta hu 7/8 Lac ko small finance Bank me FD Kar du for usme se 20k monthly SIP Karu Mera 5/7 year ka target hai mai eas fund me socha hu invest karne ko .
HDFC BALANCE ADVANCE - 5K
PPFC - 5K
NIFTY50 - 5K
KOTAK MULTICAP - 5K
Please advise me