Six equity index fund model portfolios

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  • Опубліковано 19 сер 2024
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КОМЕНТАРІ • 14

  • @tmg1219
    @tmg1219 Рік тому +10

    I've been investing in UTI N50:NN50 in a 3:2 ratio for last 3-4 years. Interestingly my XIRR for NN50 is 1.5% more than the N50 fund, maybe because of the occasional small lumpsums invested whenever one of these has corrected.

  • @carpediem5666
    @carpediem5666 Рік тому

    Thank you Pattu Sir, this helped me quickly choose a simple 3 Fund Index Portfolio,
    HDFC Index Sensex Fund - 50 %
    UTI S&P BSE Low Volatility Index Fund - 20 %
    UTI Nifty Midcap 150 Quality 50 Index Fund - 30 %
    Planning to stick with for next 15-20 years in SIP mode, but not sure if this will cause Fund House Concentration risk as all the equity MF investments will be in HDFC & UTI.. 🙂

  • @anilkumarbehera2840
    @anilkumarbehera2840 Рік тому +2

    I have been investing
    UTI Nifty 50 Index Fund
    UTI Nifty Next 50 Index Fund
    UTI Nifty Midcap 150 Quality 50 Index Fund
    Axis Small Cap Fund
    I want to add UTI Nifty 200 momentum 30 index fund.
    Thanks a lot for support.

  • @indigorocks
    @indigorocks Рік тому +1

    Thank you for the guidance 🙏
    NN50 is indeed frustrating, maybe replace with Midcap Quality, whatever works for individuals!!

  • @nandakishore671
    @nandakishore671 Рік тому +2

    Nifty is enough...
    Instead of analyse different index funds,invest the time to earn and invest in nifty itself😇

  • @rohanmane1485
    @rohanmane1485 Рік тому

    Very informative video Sir thank you

  • @shazyyadav
    @shazyyadav Рік тому +2

    N50:NN50 in a 1:1 ratio is the best way to invest for 20+ years.

  • @metallicsigma
    @metallicsigma 2 місяці тому

    Why midcap 150 is not good?

  • @jeyabalan3408
    @jeyabalan3408 Рік тому +1

    Sir, I recently moved to USA. I hope will continue here couple of years. Already have some stock exposure in india. I am not sure should I continue wit Indian stock market or freshly start investing in US market. Can you please throw some light on taking decision?

    • @pattufreefincal
      @pattufreefincal  Рік тому +1

      Pl consult a CA reg tax implications. I think it is a bad idea to hold Indian equity while you are there

  • @milinda707
    @milinda707 Рік тому

    Hi, how about Nippon " ITBEES " ETF? Is it right time to accumulate?
    Nifty IT Index is corrected a lot, it seems there is a good safety net at this level.
    Thank you. 👍