Six equity index fund model portfolios
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- Опубліковано 19 сер 2024
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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.
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.. 🙂
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.
Thank you for the guidance 🙏
NN50 is indeed frustrating, maybe replace with Midcap Quality, whatever works for individuals!!
Nifty is enough...
Instead of analyse different index funds,invest the time to earn and invest in nifty itself😇
Very informative video Sir thank you
N50:NN50 in a 1:1 ratio is the best way to invest for 20+ years.
Why midcap 150 is not good?
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?
Pl consult a CA reg tax implications. I think it is a bad idea to hold Indian equity while you are there
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. 👍
No idea. I dont invest in sectoral funds
@@pattufreefincal Ok. Thanks.
Yes, right time