SIP is a good option to start investment in Manufacturing theme funds Visit our manufacturing page for detail information: www.mysiponline.com/mutual-funds/manufacturing
Pharma funds is a good tactical bet. Usually in sector funds better timing is required so lumpsum is best way to enter and regular additional purchase gives good returns.
Sir please reply as i have invested in Lic MF infrastructure Fund RS 3 Lakh 3 month bach back still its in negative return only.is it good to stay or switch.Please suggest me Thanks
Hi, Sure, we will support you for your investment with our best efforts. Look Everyone has different Investing Profile and Requirements, so we create personalized portfolios that fit your requirements & achieve your targeted returns. So Simply submit your info using this link: www.mysiponline.com/quick-links.html. My expert team will provide you with a personalized portfolio and a detailed report. You can also discuss it over a call or chat in your preferred language.
Sir i want to invest 6000 in large cap, 2500 in mid cap and 1500 small cap .can you suggest me in which mutual funds its better to invest for 8-10 years for sip???
Well the selection of funds will be decided upon your investing style. Kindly register to our website www.mysiponline.com/. Our expert will help you to construct specific portfolio after understanding your investing style.
Try with groww they have a better customer support and one to one personal guidelines mysip has only some idiots who don't knew the investing process even. I personally talked with them they don't have enough knowledge. I lost some 20k at mysiponline
Yes, HDFC funds are performing well, and their manufacturing fund is a good investment option. We didn’t include this fund in the video because it’s a new fund and its portfolio isn’t available for analysis yet. Fore more information on manufacturing funds kindly visit to our website: www.mysiponline.com/mutual-funds/manufacturing
Manufacturing is a solid option for long-term growth. It benefits from rising demand, technological advancements, and government support, making it a promising sector for investment over the coming decades.
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
Sir, I am already investing through SIPs in Large Cap, Small Cap, Large and Mid Cap, Flexi Cap. Should I start investing SIP in Manufacturing fund or not?
If someone prefers not to invest separately in small-cap, mid-cap, and large-cap funds, the best option is to invest in flexi-cap funds. Both ICICI and Mirae have different investment styles and good track records. However, please note that Mirae funds have not been performing well for a long time. If you have consistent investment habits and patience, it may be worthwhile to hold onto these investments.
sir mai 10 saal tk invested rehna chahta hu aur maine 6 SIP shuru kri hai abhi ek month se aur agle 10 se 15 saal tk krunga bhi 1. icici pru transportation & logistic fund direct growth-2000 2. parag parikh flexi cap -2500 3. quant elss tax saver fund-2000 4.Nippon india power& infra -1500 5 icici pru pharma & healthcare-1500 6. icici pru multi asset fund-1000 toh sir isme se koi chnge krna chahiye ya invested rhu pllzz sir reply aur mai soch rha tha 5000 aur SIP Invest in sip toh aur konse fund mein kru ya ini fund mein bdha du plzz sir reply
Power and transportation funds typically have cyclical performance. Currently, they are trending and are expected to remain in trend for some time. However, you should have either a well-defined exit plan or be prepared to hold for a very long term and maintain patience during periods of underperformance. Other funds are performing well. For a new ₹5000 SIP investment, consider large-cap and mid-cap funds.
Sir, first of all thanks for sharing valuable information that too in a "To the point" way. I have 3 index funds covering Nifty 50, nifty next 50 & Midcap 150. Alao have 3 active funds like quant & parag Parikh flexi cap & kotak equity fund. Please advise am i over diversified. Want to add 1 more manufacturing fund. So shall i remove any of existing fund. I am planning to retire in next 5-7 years & current sip amount is 30000. Thanks in advance.
I suggest to have only 3-4 funds one large & mid cap fund one flexi cap Fund one manufacturing Fund one multi asset allocation. Take all funds that invest in quality & growing companies with proper diversification.
Sir currently I am invested in quant mid cap should I shift to manufacturing Mf ?? My portfolio is Quant mid cap 1100 sip Quant small cap lump sum 25000 I am 20 years old investing since 1 year
Hi, Look Everyone has different Investing Profile and Requirements, so we create personalized portfolios that fit your requirements & achieve your targeted returns. So Simply submit your info using this link: www.mysiponline.com/quick-links.html. My expert team will provide you with a personalized portfolio and a detailed report. You can also discuss it over a call or chat in your preferred language.
Mutual funds are best for long term wealth creation. ETFs are usually taken for fast entry and redemption. Also they can be purchased only through demat.
Thank you so much, sir! I'm glad you found the explanation helpful. Please subscribe to our channel and share our videos to stay updated and help others as well. For more information kindly visit our Website: www.mysiponline.com/mutual-funds/manufacturing
Whiteoak follow fundamental kind of research and prefer to invest in quality stocks. So it is good for conservative kind of investors and looking to invest for long term.
Currently, PSU stocks and the theme are trending. However, valuations have also spiked. For now, the theme will remain intact in specific sectors like banking, power, and manufacturing-related companies. Keep your eyes open and be ready to exit if market sentiment changes.
Please compare the returns of these funds with the respective benchmark of these funds,in this case Nifty India Manufacturing or Nifty 500 Multicap Manufacturing 50:30:20 instead of Nifty 500 to get a clear picture of how active funds are performing compared to the passive funds as they are also available in the market
Hi Nitin, this is very subjective to your profile and requirements. You can invest in large & mid cap funds, manufacturing funds and Multi asset allocation fund. For more details you can visit to our website www.mysiponline.com/mutual-funds/manufacturing
I have purchaged 4 SIP scheme 1. SBI Conta Fund-2000 2. SBI Small Cap- 2000 3. SBI hybride-2000 4. SBI energy-2000 And also invent in SBI new NFO ₹200000/- (Two Lakh) Ple review above SIP or Lumpsum...if any need to chage🙏🙏💐💐
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
The expense ratio is not the most crucial parameter to consider when investing in any fund. All funds deliver returns that are already adjusted for the expense ratio.
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html with your investment details for a detailed analysis by our expert
Good evening sir Please Review my portfolio 1) Quant large&midcap fund sip 10000/- 2) Edelweiss midcap fund sip 10000/- 3) Jm flexi cap fund sip 10000/- 4) Dsp Elss Tax saver fund sip 10000/- 5) Franklin india Smaller Companies fund sip 10000/- 6) Hsbc small cap fund sip 10000/- Iam aggressive Investor please suggest if anything is required to be changed Iam investing from last 5 months and my goal is to spent for next 15 years Sir please suggest
All funds are good and best performers in their respective category. Diversification is also appropriate. However as you said you follow aggressive investing style for high returns than I suggest to invest in concentrated portfolio. Max 2-3 funds are sufficient.
Sir recently i have started sip in psu stocks like aditya birla sunlife equity fund, SBI psu direct plan growth,invesco india psu equity direct growth... Do i want to continue sip or stop it?? I expect low returns... But dont want to have losses..Can you review my mutual fund selection..??.@@themutualfundtalk2955
Consider good funds in the below given category for next 3-5 Yrs large & Mid Cap Fund Manufacturing Fund Multi Asset Allocation Fund For detail information kindly visit to our website: www.mysiponline.com/
Hi I'm Pinki, 25 yr old. My sip for 20 yrs aggressive capital accumulation. 1. Uti nifty200 momentum30 10k 2. Quant flexi cap 15k 3. Motilal Oswal Midcap 10k 4. Tata small cap 5k 5. Quant small cap 5k 6. Sbi contra 5k 7. Motilal Oswal nasdaq100 5k Now I want to stop sip in nasdaq, momentum 30 and tata small cap. Instead of these 3 fund i want to add Bandhan small cap 5k & Rest in One manufacturing fund. Is it a good decision? Is my portfolio & SIP ammount allocation per fund ok sir? If not then please suggest me a sip portfolio for 50k . Thanks 🙏🙏
Hi Pinki, 1. Yes, you can stop investing in NASDAQ and momentum funds. 2. Replace Tata with Bandhan Small Cap. For more details, you can check our research on small-cap funds here. ua-cam.com/video/A6DFMI_BRDU/v-deo.htmlsi=rH47yrFShg1OkOq4 3. Also, you can choose any one fund from the manufacturing theme according to your investment style. 4. Your overall portfolio, after these changes, will be perfect and well-diversified. To Say updated on market information and your portfolio, you can visit our website and blog section. blog.mysiponline.com/mf-research-reports?page=1
@@themutualfundtalk2955thank you so much for such a valuable reply 🙏 Tata small cap replacement with bandhan small cap idea comes from your small cap analysis video. I love your detailed unbiased reviews hope we get a video on axis manufacturing fund soon ❤
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
It is very active and aggressive portfolio. Hope you have good risk during market falls or correction and understand the timing of investment in sector funds.
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html with your investment details for a detailed analysis by our expert
Please review my MF portfolio and let me know any changes are required.Thank you in advance. Parag Parikh Flexi Cap -2K Invesco India Infrastructure - 3K PGIM India Midcap opportunities - 1K Axis Small cap - 2K Canara Robeco Bluechip Equity - 2k Mirae Asset Large and Midcap - 1K UTI nifty 50 index fund -2k
Sir recently i have started sip in psu stocks like aditya birla sunlife equity fund, SBI psu direct plan growth,invesco india psu equity direct growth... Do i want to continue sip or stop it?? I expect low returns... But dont want to have losses..Can you review my mutual fund selection..??
You can remain invested in the psu funds but should not continue SIPs. As these sectors are cyclical and SIP is not a good approach to invest. Using lumpsum mode and invest at a right time will give you better results.
Taxation for mutual funds in India varies based on the type of fund and the holding period for eg Equity Mutual Funds: Definition: Funds that invest at least 65% in equities. Short-Term Capital Gains (STCG): Holding Period: Less than 1 year. Tax Rate: 15%. Long-Term Capital Gains (LTCG): Holding Period: More than 1 year. Tax Rate: 10% for gains exceeding ₹1 lakh per year, without the benefit of indexation. For more detail kindly visit to our website: www.mysiponline.com/
Please review my portfolio Age -33 Investment horizon Long term Quant Small Cap -5000 Mahindra manulife mid cap -6000 ICICI opportunities fund - 6000 Parag Parekh flexi cap -3000 Should I add some large cap/index fund or ICICI prudential retirement fund ? Would you recommend any other addition like sectoral/thematic fund
Overall your portfolio is good with concentrated investments. You can prefer manufacturing or infra related funds for long term invesmtent. I suggest visiting our website for more learning and better suggestions on mutual funds. www.mysiponline.com/
Thankyou for the reply Sir😊 1)Would you suggest Tata Business cycle fund alongwith Kotak Infrastructure and Economic growth. 2)Is my portfolio very risky without any index fund exposure ? I am yet to invest in this portfolio I am open to any modifications both in funds and investment amounts per your suggestion.
Excellent Analysis, we need more of such video regularly
Noted
Yes we will bring videos on trending themes.
What is the right way to invest in manufacturing theme SIP or one time investment horizon is 5-10 yrs, pls advise ?
asking him make your portfolio fail to - percentage i have been through it and they don't do anything.
MySIPonline such an worst app
SIP is a good option to start investment in Manufacturing theme funds
Visit our manufacturing page for detail information: www.mysiponline.com/mutual-funds/manufacturing
What about pharma sector?? ...
And in sectoral funds lumpsum or sip which is better?
Pharma funds is a good tactical bet.
Usually in sector funds better timing is required so lumpsum is best way to enter and regular additional purchase gives good returns.
Sir please reply as i have invested in Lic MF infrastructure Fund RS 3 Lakh 3 month bach back still its in negative return only.is it good to stay or switch.Please suggest me
Thanks
Hi,
Sure, we will support you for your investment with our best efforts.
Look Everyone has different Investing Profile and Requirements, so we create personalized portfolios that fit your requirements & achieve your targeted returns.
So Simply submit your info using this link: www.mysiponline.com/quick-links.html.
My expert team will provide you with a personalized portfolio and a detailed report. You can also discuss it over a call or chat in your preferred language.
Sir i want to invest 6000 in large cap, 2500 in mid cap and 1500 small cap .can you suggest me in which mutual funds its better to invest for 8-10 years for sip???
Well the selection of funds will be decided upon your investing style.
Kindly register to our website www.mysiponline.com/.
Our expert will help you to construct specific portfolio after understanding your investing style.
Try with groww they have a better customer support and one to one personal guidelines mysip has only some idiots who don't knew the investing process even. I personally talked with them they don't have enough knowledge. I lost some 20k at mysiponline
Is it good to invest Lumsum funds in HDFC MANUFACTURING ?
Yes you can invest in HdFC manufacturing fund
They also have good strategy and proper execution.
Yes you can invest in hdfc manufacturing fund.
They also have good strategy and proper execution.
@@themutualfundtalk2955 OK thanks
Can you make a video where you can tell what the bests mutual fund to invest for OCI, who would like to invest with high risk?
Sure! We'll create a video on the best mutual funds for OCIs looking to invest with high risk soon!
Excellent.. Well researched. Thanks
Glad it was helpful!
Very useful, thnx. How do you define short term in short term volatility for Quant MF?
We treat short term as in 0-3 yrs of investment.
Sir, Maine HDFC manufacturing fund mein lumpsum invest kiya hai... Is it good to invest in this company?
Yes, HDFC funds are performing well, and their manufacturing fund is a good investment option. We didn’t include this fund in the video because it’s a new fund and its portfolio isn’t available for analysis yet.
Fore more information on manufacturing funds kindly visit to our website: www.mysiponline.com/mutual-funds/manufacturing
Bhai kuch badha paisa??? In these 6-7 days? I'm thinking to start sip here
@@AnkurSingh-fp6cb@AnkurSingh-fp6cb Rs. 1700/- gain hua abhi tak... Par abhi kuch dino se market thoda down hai!
Hi, Manufacturing vs infrastructure sectoral fund.. better for long term ?
Manufacturing is a solid option for long-term growth. It benefits from rising demand, technological advancements, and government support, making it a promising sector for investment over the coming decades.
Sbi automotive opportunity fund sehi he kya
Sir sip angel one ja amc sa kon best hai
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
Sir, I am already investing through SIPs in Large Cap, Small Cap, Large and Mid Cap, Flexi Cap.
Should I start investing SIP in Manufacturing fund or not?
Yes you can add manufacturing fund for min 3-5 yrs of investment. This strategy could help you in making extra returns on your portfolio.
Sir axis manufacturing fund me 2lakh invest kiya hai...accha hai ky sir
Hi axis manufacturing fund is good for long term and high growth.
Kindly make additional purchase during market corrections.
Sir i m investing in two Flexicap Fund. Icici and mirae. Please suggest
If someone prefers not to invest separately in small-cap, mid-cap, and large-cap funds, the best option is to invest in flexi-cap funds. Both ICICI and Mirae have different investment styles and good track records. However, please note that Mirae funds have not been performing well for a long time. If you have consistent investment habits and patience, it may be worthwhile to hold onto these investments.
Make video on best flexicap and multicap funds 🔥
Yes by next week we will publish research on flexi cap category.
sir mai 10 saal tk invested rehna chahta hu aur maine 6 SIP shuru kri hai abhi ek month se aur agle 10 se 15 saal tk krunga bhi
1. icici pru transportation & logistic fund direct growth-2000
2. parag parikh flexi cap -2500
3. quant elss tax saver fund-2000
4.Nippon india power& infra -1500
5 icici pru pharma & healthcare-1500
6. icici pru multi asset fund-1000
toh sir isme se koi chnge krna chahiye ya invested rhu pllzz sir reply aur mai soch rha tha 5000 aur SIP Invest in sip toh aur konse fund mein kru ya ini fund mein bdha du plzz sir reply
Power and transportation funds typically have cyclical performance. Currently, they are trending and are expected to remain in trend for some time. However, you should have either a well-defined exit plan or be prepared to hold for a very long term and maintain patience during periods of underperformance. Other funds are performing well. For a new ₹5000 SIP investment, consider large-cap and mid-cap funds.
okk sir thnkuuu
Sir, first of all thanks for sharing valuable information that too in a "To the point" way. I have 3 index funds covering Nifty 50, nifty next 50 & Midcap 150. Alao have 3 active funds like quant & parag Parikh flexi cap & kotak equity fund. Please advise am i over diversified. Want to add 1 more manufacturing fund. So shall i remove any of existing fund. I am planning to retire in next 5-7 years & current sip amount is 30000. Thanks in advance.
I suggest to have only 3-4 funds
one large & mid cap fund
one flexi cap Fund
one manufacturing Fund
one multi asset allocation.
Take all funds that invest in quality & growing companies with proper diversification.
Thanks a lot for your valuable feedback!!!
Best is => Nippon India small cap fund ❤🔥👌
ok
Sir recently I invested some lumpsum amount in hdfc manufacturing fund and sbi automotive fund through recent NFOs. Are they good for long term?
Yes both the AMC are good and have expertise in managing sector oriented funds.
I have also invested 1500 rupees only
Axis India manufacturing fund or icici prudential manufacturing which is better for fresh sip?
ICICI is good as it comprehensively manages the fund.
🙏
Icici as I freshly invested lupmsum
What about hdfc manufacturing?
Nice video with good information!❤
Glad you liked it!
Good information. Thanks
Welcome
Sir currently I am invested in quant mid cap should I shift to manufacturing Mf ??
My portfolio is
Quant mid cap 1100 sip
Quant small cap lump sum 25000
I am 20 years old investing since 1 year
Hi,
Look Everyone has different Investing Profile and Requirements, so we create personalized portfolios that fit your requirements & achieve your targeted returns.
So Simply submit your info using this link: www.mysiponline.com/quick-links.html.
My expert team will provide you with a personalized portfolio and a detailed report. You can also discuss it over a call or chat in your preferred language.
Valuable information thanks, Please suggest ETF best or mutual fund
Mutual funds are best for long term wealth creation.
ETFs are usually taken for fast entry and redemption. Also they can be purchased only through demat.
Thanks for replying
HDfC or ICICI Manufacturing Fund 5 yrs ke Liye Konsa Best Hoga Sip ke Liye????
Icici manufacturing fund is an old fund and have comprehensive approach to manage manufacturing Sector.
So icici is a good option.
Really waiting for such things..... thanks bro......
Most welcome 😊
Thanks for replying
Welcome
Hi sir I want invest 30 k on flexi cap through sip is it good ?
Yes either 1-2 flexicap funds or taking 3 separate funds in the large, mid and small cap category.
Thank you so much sir very well explained
Thank you so much, sir! I'm glad you found the explanation helpful.
Please subscribe to our channel and share our videos to stay updated and help others as well.
For more information kindly visit our Website: www.mysiponline.com/mutual-funds/manufacturing
Sir SBI automotive opportunity fund me invest karna sehi he
Prefer IT, manufacturing or Infra funds.
What would be your recommendation in this 3 catergories if volatility in few months ok but expecting high returns in 1 year?
SBI automotive opportunities fund kaisa hoga batai a please
Prefer IT, Manufacturing or Infra related funds.
What about whiteoak midcap and the fund house philosophy ?
Whiteoak follow fundamental kind of research and prefer to invest in quality stocks.
So it is good for conservative kind of investors and looking to invest for long term.
Amazing analysis sir👍🏻
Thanks and keep watching it
Sir I have invested lumpsum 2 lakh in invesco india psu equity direct growth mutual fund on 4th june . Is this good or i have to change it?
4th June ka NAV Mila kya?
@@rajusutradhar8390No 5th June ka Mila because mene Net banking se payment Kiya tha
@@rajusutradhar83905 June ka mila hoga
Currently, PSU stocks and the theme are trending. However, valuations have also spiked. For now, the theme will remain intact in specific sectors like banking, power, and manufacturing-related companies. Keep your eyes open and be ready to exit if market sentiment changes.
Valuable information🙏
Thanks a lot
how much returns are we expecting
We can expect 15 CAGR for 5 Yrs
amazing analysis & very clear
Thank you kindly!
Please compare the returns of these funds with the respective benchmark of these funds,in this case Nifty India Manufacturing or Nifty 500 Multicap Manufacturing 50:30:20 instead of Nifty 500 to get a clear picture of how active funds are performing compared to the passive funds as they are also available in the market
We will soon publish detail analysis of every funds in a separate video.
Muze 3 years ke liye 35 thousand ka sip karna he kaha karu please suggest
Hi Nitin,
this is very subjective to your profile and requirements.
You can invest in large & mid cap funds, manufacturing funds and Multi asset allocation fund.
For more details you can visit to our website
www.mysiponline.com/mutual-funds/manufacturing
Nice explanation 👌
Thank you!
Please make more videos on this topics
Yes we will cover every theme and Sector one by one.
I have purchaged 4 SIP scheme
1. SBI Conta Fund-2000
2. SBI Small Cap- 2000
3. SBI hybride-2000
4. SBI energy-2000
And also invent in SBI new NFO ₹200000/- (Two Lakh)
Ple review above SIP or Lumpsum...if any need to chage🙏🙏💐💐
Sbhi funds ek hi amc k? 😮
@@maanjimmy3530इसमे क्या समस्या हो सकती है? वैसे मुझे ज्यादा अनुभव नही है!
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
Why not covered Kotak manufacturing in india fund ?
We have selected three funds, each representing a different investment style. Therefore, we chose only one best fund for each style
Good analysis sir
Thanks and welcome
Expense ratio is minimum in AXIS manufacturing. Do you value this factor as important 9r we can ignore it in long term?
The expense ratio is not the most crucial parameter to consider when investing in any fund. All funds deliver returns that are already adjusted for the expense ratio.
Kudos for ur efforts
Thank you!
Best midcap fund par video banaiye sir🙏
Yes we will publish video on midcap funds as well.
Kindly wait for some more days.
Mahindra manulife small funds ke bare me kuch batao sir
Hi we have covered in our small cap fund video.
Kindly find in our videos or Playlist ( category wise best recommended funds)
Mera fund hai,,
SBI SMALL CAP SIP
SBI INFRASTURE FUND
SBI CONTRA FUND
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
HDFC?
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html with your investment details for a detailed analysis by our expert
Good evening sir
Please Review my portfolio
1) Quant large&midcap fund sip 10000/-
2) Edelweiss midcap fund sip 10000/-
3) Jm flexi cap fund sip 10000/-
4) Dsp Elss Tax saver fund sip 10000/-
5) Franklin india Smaller Companies fund sip 10000/-
6) Hsbc small cap fund sip 10000/-
Iam aggressive Investor please suggest if anything is required to be changed
Iam investing from last 5 months and my goal is to spent for next 15 years
Sir please suggest
All funds are good and best performers in their respective category.
Diversification is also appropriate.
However as you said you follow aggressive investing style for high returns than I suggest to invest in concentrated portfolio.
Max 2-3 funds are sufficient.
Tq sir
Sir recently i have started sip in psu stocks like aditya birla sunlife equity fund, SBI psu direct plan growth,invesco india psu equity direct growth... Do i want to continue sip or stop it?? I expect low returns... But dont want to have losses..Can you review my mutual fund selection..??.@@themutualfundtalk2955
Great sir
Pla suggest good 3 MF for long term
Consider good funds in the below given category for next 3-5 Yrs
large & Mid Cap Fund
Manufacturing Fund
Multi Asset Allocation Fund
For detail information kindly visit to our website: www.mysiponline.com/
Hi I'm Pinki, 25 yr old.
My sip for 20 yrs aggressive capital accumulation.
1. Uti nifty200 momentum30 10k
2. Quant flexi cap 15k
3. Motilal Oswal Midcap 10k
4. Tata small cap 5k
5. Quant small cap 5k
6. Sbi contra 5k
7. Motilal Oswal nasdaq100 5k
Now I want to stop sip in nasdaq, momentum 30 and tata small cap.
Instead of these 3 fund i want to add Bandhan small cap 5k
& Rest in One manufacturing fund.
Is it a good decision?
Is my portfolio & SIP ammount allocation per fund ok sir?
If not then please suggest me a sip portfolio for 50k . Thanks 🙏🙏
Hi Pinki,
1. Yes, you can stop investing in NASDAQ and momentum funds.
2. Replace Tata with Bandhan Small Cap. For more details, you can check our research on small-cap funds here.
ua-cam.com/video/A6DFMI_BRDU/v-deo.htmlsi=rH47yrFShg1OkOq4
3. Also, you can choose any one fund from the manufacturing theme according to your investment style.
4. Your overall portfolio, after these changes, will be perfect and well-diversified.
To Say updated on market information and your portfolio, you can visit our website and blog section.
blog.mysiponline.com/mf-research-reports?page=1
@@themutualfundtalk2955thank you so much for such a valuable reply 🙏
Tata small cap replacement with bandhan small cap idea comes from your small cap analysis video. I love your detailed unbiased reviews hope we get a video on axis manufacturing fund soon ❤
Axis manufacturing fund k sath thora hdfc manufacturing fund k bare me bhi discuss kar dena kaun zada accha hai pata chal jayega
On the lighter side ,the next target is 40 MPs
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html , and our experts will provide a detailed analysis to help you achieve your financial goals.
Please review my portfolio
Aditya birla sun life psu equity fund
Nippon India power and infra fund
Quad flexi cap fund
SBI psu fund
Please review sir
It is very active and aggressive portfolio.
Hope you have good risk during market falls or correction and understand the timing of investment in sector funds.
Icici manufacturing fund
For a free portfolio check-up and investment support, call us at [9660032889 or 9773381717] or register here www.mysiponline.com/quick-links.html with your investment details for a detailed analysis by our expert
Please review my MF portfolio and let me know any changes are required.Thank you in advance.
Parag Parikh Flexi Cap -2K
Invesco India Infrastructure - 3K
PGIM India Midcap opportunities - 1K
Axis Small cap - 2K
Canara Robeco Bluechip Equity - 2k
Mirae Asset Large and Midcap - 1K
UTI nifty 50 index fund -2k
Portfolio is good and funds are appropriate except PGIM.
Also try to reduce number of funds in the Portfolio.
@@themutualfundtalk2955Thanks for suggesting sir...Can I include Motilal Oswal Midcap fund instead of PGIM Midcap??,
@@vamshib9405 Consider buy & hold strategy fund like axis, mirae etc
Sir recently i have started sip in psu stocks like aditya birla sunlife equity fund, SBI psu direct plan growth,invesco india psu equity direct growth... Do i want to continue sip or stop it?? I expect low returns... But dont want to have losses..Can you review my mutual fund selection..??
Why 3 SIP in same sector... One SIP is enough. Invest rest in Flexi cap or Small cap.
You can remain invested in the psu funds but should not continue SIPs.
As these sectors are cyclical and SIP is not a good approach to invest.
Using lumpsum mode and invest at a right time will give you better results.
diversify your portfolio bro, invest in small cap, mid cap, multi cap
Bro why?? Only one psu mutual fund is enough if u want to invest in thememortic fund these type of funds not for long term
Taxes so much 10%
Before 1 year and within 1 lakh profits?
Taxation for mutual funds in India varies based on the type of fund and the holding period for eg
Equity Mutual Funds:
Definition: Funds that invest at least 65% in equities.
Short-Term Capital Gains (STCG):
Holding Period: Less than 1 year.
Tax Rate: 15%.
Long-Term Capital Gains (LTCG):
Holding Period: More than 1 year.
Tax Rate: 10% for gains exceeding ₹1 lakh per year, without the benefit of indexation.
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Please review my portfolio
Age -33
Investment horizon Long term
Quant Small Cap -5000
Mahindra manulife mid cap -6000
ICICI opportunities fund - 6000
Parag Parekh flexi cap -3000
Should I add some large cap/index fund or ICICI prudential retirement fund ?
Would you recommend any other addition like sectoral/thematic fund
Overall your portfolio is good with concentrated investments.
You can prefer manufacturing or infra related funds for long term invesmtent.
I suggest visiting our website for more learning and better suggestions on mutual funds.
www.mysiponline.com/
Thankyou for the reply Sir😊
1)Would you suggest Tata Business cycle fund alongwith Kotak Infrastructure and Economic growth.
2)Is my portfolio very risky without
any index fund exposure ?
I am yet to invest in this portfolio
I am open to any modifications both in funds and investment amounts per your suggestion.
Modi 😄😄😄😄