Multi Cap or Flexi Cap which one you prefer?
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- Опубліковано 26 кві 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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Thanks sir mera bhi question tha ek sath multi cap and flexi cap je related ...to ise clear ho gaya
Sir aap ke videos daily dekhta hu, aap bahut achhe tarah se explain karte hai.
Dhanyawad Sir
Valuable edition sir 🙏
बहुत सुंदर
Ab aap dobara se sahi advice dene lage ho. All the best!
Thank you so much sir...for your advice
Thanks sir ❤❤
Nice video....sir mera age 40 hai...mere pass sip axis small cap 500..parag parikh flexi cap 1000 chalu hai...ab age ke hisab se 2 fund suggest kare please...above 10 year
Good morning sir
Thanks for taking my MF portfolio review. I exited from Tata Digital India fund. Always love to watch you review.🙏
Sir Mera icici prudential equity n debt me exposer hai to kiya icici large n mid cap me bhi investment sahi hoga ya kisi dusre fund me dekha jai....pls suggest
International fund kis mein invest kar sakte hai
Agar pgim mid cap me sip stop kare ya exit kare to sip stop karne ke bad redeem kare ya nhi. Agar redeem karte hai to redeem amount ko kaise manage kare .
Namasakar vishwanath gilt fund may invest karanika sahisam hai
Sir lumsum ke liye konsa fund achha rahega 3 sal ke liye.
I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx
Flexicap se better Large and Mid cap
Sir kindly review SBI FOCUSED FUND & AXIS MID CAP FUND
Sir I am dinesh kumar aaj 2 found add kiye h moti lal oswal mid cap found or quant small cap found kya ye shi rhega sir
Sir mujhe 108000/- invest karna hai or next month se SWP karna hai 3000 monthly for next 3 year please bataye kaun se fund me invest kar ke SWP chalu karu
Hi Sir, I'm watching your videos regularly and started MF investment. Please review and advise on my portfolio
1. Parag Parikh Flexi Cap- 2000
2. Icici prudential retirement pure equity - 1800
3. Quant mid cap - 2200
4. Edelweiss aggressive hybrid- 2000
5. Hsbc multi Cap- 2000
6. Quant Dynamic Asset Allocation- 1000
Investment horizon- 15 yes minimum
Expected returns- around 15%
Profile- moderate / aggressive
Please advise if I can improve my portfolio and returns.
Sir Mya difence Mya service karta hu aur new hu market ma Mya 15 thousand ka invest karna chahta hu tho kon kon se fund me invest kara
Agar hum 5-10% se stepup nhi karke dip me lumsum kare to kaisa rahega
Sir Axis mid cap ka kya kre please tell me
Myself Dhanpal Singh having portfolio as - sip in Nippon India large cap -11000 pm, Quant Active -5000 pm, HDFC multicap - 2000 pm, Nippon multicap -1000 pm, HDFC midcap -2000 pm, Motilal Oswal midcap - 4000 pm, Quant small cap-4000 pm and Nippon small cap -2000 pm for 15 years. Please review my portfolio.
Sir, HDFC MANUFACTURING FUND KA NFO KAISA HOGA, VIDEO REVIEW PLEASE.
Namaste Sir. My age is 38 years. I am a defence personnel. My goal is two daughter's marriage and education. I am your regular viewer since 2022. Sukanya Account me 150000 for each account deposit karte hai. Current position of both SSY is 1650000. PF account me 1800000 hai. Monthly SIP - 21000, please review my portfolio.
1) SBI Nifty50 equal weight index fund - 5000
2) Nippon Large Cap - 5000
3) Parag Parikh Flexicap - 3000
4) Motilal Oswal Midcap - 3000
5) Axis Smallcap - 3000
6) SBI Contra direct Growth fund - 2000
Maine ye SIP Mar 2024 se start Kiya hai aur 10 to 12 years ke liye karna hai. Mujhe 9000 ka SIP aur add karna hai, please fund ka naam bataye. Thanks Sir.
Pankaj ji
in order to reduce the fixed deposits from my portfolio I wish to increase investment in an index fund in which i am already have a monthlySIP.
can someone increase the investment in an index fund to few lakh rupees ?
investment is for 7 year's time horizon, or can there be any other solution?
My age 29 year 5 months. I have recently started investing in Mutual Funds.
UTI nifty 50 1000/-
Parag Parikh 1000/-
Nippon India Small Cap- 500/-
I want to apply step up method but now I want to sure about the choice. Target period 25 years. From next year I can invest 10000 rupees per month but I want to sure about the choice.
Please share your valuable suggestions.
should I also invest in International funds and also in debt funds?
Sir, mujhe swp ke liye invest karna hai lump-sum. ye fund mere liye achha hai retirement ke liye (20000 hajar per month swp)
1/ canarw robeco conservative hybrid fund. (5 lakh)
2/ state bank of India conservative hybrid fund.(10 lakh)
3/bank of India aggressive hybrid fund.(5 lakh)
4/ icici bank aggressive hybrid fund.(10 lakh)
Sir❤..... main aapka daily viewers me se ek hu.... inspire hu aap ki video se🙏.... Nippon India flexicap fund or ICICI prudential flexicap fund long term me keisa performance de sakta hai.....Sir aap ka Rai chahiye..... investment karna chahta hu in dono me se ek me.... please suggest me Sir🙏
JM Flexicap bhi dikh sakta ho... 5* hai BETA 1 SE NICHA HAI ALPHA 10 KARIB HAI. SHARPE RATIO OR SARTION RATIO sahi hai or 3 years RETURNS mein RANK 1 PE HAI
Plz review my portfolio..
HDFC balanced advantage -1500
Kotak equity opportunities -1000
PPFlexi cap-1500
Nippon small -1500
Axis mid -1500
20 yrs hold karna hai
Sir, mai aapki video se bahut kuch sikha hai.pls review my portfolio mujhey 20 saal main 1 corod rupay target hain.
Hdfc flexi cap 1000
Franklin flexi cap 1000
ICICI flexi cap 1000
Motilal Oswal mid cap 1200
Nippon small cap 1500
Quant small cap 1000
Sir quant small main 60000 or motilal Oswal mid cap 100000 or hdfc flexi cap main 100000 lumsump bhi kiya hai kiya sir mera portfolio sahi hai mera target achive ho payega.
Sir mujhey or lumpsump karna ho to kis fund main kar sakta hu
Thanks
Sir, I wanted to take your opinion on my family portfolio of around 10 funds. But hesitate to share its volume in social forums. May I share my detailed portfolio in email?
Please answer my question
Sir, please mera portfolio review kijiye.....age 28yr... moderate to aggressive.....sip running 1yr+
Want to invest 12 to 15yr
Accumulate a good wealth.......
SBI large & mid 5k
Nippon multi 5k
Quant mid 5k
Bandhan small 2k
SBI small 1k
PPF 1k
Portfolio thik hey or kuch changes karne parega...
Thank you 🙏 Sir
Good morning sir
Aaj kahin marathon me Jaa rahe hai kya sir itna savere vdo upload Kiya hai😊
Informative Vdo ke liye thanks sir
लगता है हमारी Editing team ने 5 pm की जगह 5 am पर schesule कर दिया था।😁
@@pankajmathpal 🙏din ki surwat achi Rahi
Namste sr jee Mera Nam Lalbabu yadav he may pothpolio kesahe 15 sal TK HDFC Mid cep opportunity 2000 HDFC top 100 2000 SBI Focus Equity 2000 ICICI Large and Mid cep 2000 Nippon lndiya small 2000
Please reply to my query because I have already send three times same query.
I gain LTCG for total 650000 for sale of residential plot in Apr 24. Please suggest to me.
(a) Invest in 54EC bonds for 5 years lock in period and interest rate is 5.25%.
(b) Or pay LTCG Tax for total 130000 (20%) and balance amount invest in lumsum of MUTUAL FUNDS.
Which option is more beneficial for me if I want to invest for 10 to 12 years in Mutual funds.
And suggest funds name for lumsum amount 2000000 for 12 years. My goal is daughter education and marriage. She is 8 years old now.
Sir I have started investment in name of my new born daughter . Plz review. my investments :
1. Helios flexi cap
2. PPFAS Parag flexi cap
3. Mo large & mid cap
4. Mo midcap
5 Bandhan bank small cap.
I am investing for next 25-30 years . I am myself into stock market since 5 years
Sir ji nifty bees mai investment achha rahega.?kripya margdarshan kare.,,,🙏
Nippon India Nifty BeEs large cap ETF hai. इसमें investment किया जा सकता है लेकिन साथ में पोर्टफोलियो में Midcap भी शामिल कीजिए।
Valuable comments
Thanks sir🎉
Please review my portfolio
Parag flexi cap fund
Nippon sensex index
Tata axis, nippon, quant small cap fund .
Motilal Oswal Midcap Fund, uti nifty 50 index fund, nasdaq 100 icici prudential fund
Sab me last 1 year me per month
1000 sip kr rha hu..
Please reply
15 yrs time horizon
Target 2 cr.
Please suggest which to add and which to exit
Thank you sir mere sawalo ka apne jawab nahi Diya please help me sir...... Mahesh vitthal pawar
सवाल क्या है?
Good morning sir
My name is Sandeep
Mai 8 years se Axis blue chip direct fund me 3000 invest kar raha hu aur 20 years Tak karna chahta hu
Please suggest
CRMF small cap me 1000 kar raha hu long term ke liye
Bahut achha fund hai axis bluechip
All fand ta na tan tanatan
Please review my portfolio
I invest in following funds through sip
Nippon small cap
Tata small cap
Axis small cap
HDFC small cap
Axis mid cap fund
Sbi flexi cap fund
Parag Parikh flexi cap fund
Sbi bluechip fund
Tata digital India fund.
I have a 15 years tranure.
Shoul I continue or need any change.
Aap sir kabhi SSB ke battaliion me aao
कहां पर पोस्टेड हैं आप?
Sir kitni bar questions pucha he aapse aapne Mera question lete hi nahi.. please aap batavo tab me aapko question puchunga.. please
Is post ke saath question bhi post kar dete to achcha hota. Question dikhai dega to jaroor answer Dene ki koshish karunga.
How do we ask you questions please advise
Post in comment box.
@@pankajmathpal Hello I am 37 years old have a six year old daughter. My current investment values or us below I have 22 lacs in PPF and 25 lacs in EPF and 17 lakhs in NPS and 9 lacs in parag Parikh flexi cap fund and 10 lacs in Mirae Asset large and midcap fund, 7 lacs in SBI flexi cap fund and 6 lacs in Kotak flexi cap fund. I have a apartment in Bangalore currently worth around 70 lacs which have given it for rent. My currently have a outstanding home loan for around 13 lakhs and I have taken a personal loan for my sister current outstanding is around 15 lakhs for which I am paying the EMI. I am currently doing sip of 20000 each in Parag parik flexi cap fund and mirai asset large and midcap fund also I own stocks worth around 20 lacs. My goals are around 1 crore for daughter education and marriage and I would like to have around 8 to 10 crores for my retirement. Kindly advice if I can accumulate that amount also I am ready to increase my sip for another 20 to 30000. Have already done big part payments from my home loan and personal loan and will be finishing of the loans within the next 2.5 years. I wasted my first 10 years without investing in equity I have health insurance for 10 lacs for my family currently I would like to add with the midcap under multi cab fund I am not sure whether a small cap fund over the long term can beat a midcap fund I have the following Mutual Funds in my mind please advise which one should I go ahead. Nippon India small cap fund quant small cap fund Motilal Oswal midcap fund and quant multi cap fund I would like to choose only two funds out of these 4 alternatively you may also advise me with any other which will fund to include in my portfolio, please advise which one will be better and how much should I add in order to accumulate my goals thank you for taking time in reading my post please advise.
@@pankajmathpal Hello I am 37 years old have a six year old daughter. My current investment values or us below I have 22 lacs in PPF and 25 lacs in EPF and 17 lakhs in NPS and 9 lacs in parag Parikh flexi cap fund and 10 lacs in Mirae Asset large and midcap fund, 7 lacs in SBI flexi cap fund and 6 lacs in Kotak flexi cap fund. I have a apartment in Bangalore currently worth around 70 lacs which have given it for rent. My currently have a outstanding home loan for around 13 lakhs and I have taken a personal loan for my sister current outstanding is around 15 lakhs for which I am paying the EMI. I am currently doing sip of 20000 each in Parag parik flexi cap fund and mirai asset large and midcap fund also I own stocks worth around 20 lacs. My goals are around 1 crore for daughter education and marriage and I would like to have around 8 to 10 crores for my retirement. Kindly advice if I can accumulate that amount also I am ready to increase my sip for another 20 to 30000. Have already done big part payments from my home loan and personal loan and will be finishing of the loans within the next 2.5 years. I wasted my first 10 years without investing in equity I have health insurance for 10 lacs for my family currently I would like to add with the midcap under multi cab fund I am not sure whether a small cap fund over the long term can beat a midcap fund I have the following Mutual Funds in my mind please advise which one should I go ahead. Nippon India small cap fund quant small cap fund Motilal Oswal midcap fund and quant multi cap fund I would like to choose only two funds out of these 4 alternatively you may also advise me with any other which will fund to include in my portfolio, please advise which one will be better and how much should I add in order to accumulate my goals thank you for taking time in reading my post please advise.
Hii Sir mera name Eshan hain main 27 age ka hu main 20year ka liya ya fund lana chata hu kiya ya thik rhaga ?
motilal Oswal mid cap 1500
Axis small cap 500
Parag Parikh flexi cap 3000
Quant tax elss direct plan 1000
Plz reply me?😊
Good morning sir,
मैं सुरेन्द्रCAPFमैं कार्यरत हूं, पहले भी आपने मेरा QUESTION लिया था धन्यवाद,मेरे यहां सभी साथी आपके बहुत प्रशासक है, NIFTY 50 INDEX, NIFTY NEXT 50, NIFTY 50 EQUAL, NIFTY 100, NIFTY 100 EQUAL,1 या 2 FUND लेना है,मैं BEST कोनसा है WITH AMC NAME,TOP 100 का लाभ मिले,THANKYOU WITHREGARD
Hello sir
Please review my portfolio.
I AM INVESTING RS. 1000/- PM SIP EACH IN FOLLOWING FUNDS (from last 5 years)
HDFC TOP 100
HDFC MULTICAP FUND
ABSL FRONTLINE EQUITY FUND
SBI BLUE CHIP FUND
SBI LARGE MID & CAP FUND
UTI MIDCAP FUND
AXIS SMALL CAP FUND
Time period for next 20 years
I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx
Please answer my question
I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx
I want to make emergency fund in comparison to bank fd with respect to safety, return, instant liquidity and tax. I am in 20% tax slab. Please give ur recommendations reason with fund name. Arbitrage fund or any other fund. Thanx
Please answer my question
What is the question?
Mera question hai Mya new hu market me aur Mera Target ha 12thousand ,aur 10sal ka liya sip karna ha tho kon konse fund Mya invest kara