Every fund is best in his hori zon & time , aur yh sab mutual fund expert u tuber bhut bda doogla ha , ya sab bapandi ka loota ha , Jo aaj top par ha , vhi best ha , kal axis ka time tha , to Sara ka sara expert axis ko duniya ka sabsa behtar fund btata tha , kal koi aur higa , to usko bataenga , kyoki dooglo ka koi umaan aur dharam nhi hota
Hi Sanjeev HDFC abhi acha perform kar rha hai lekin isme conistency ka issue raha hai isliye humane comparison mai include nahi kiya. Lekin humne isein good funds ki list mai include kiya hua hai.
Can you please review my portfolio Parag Parikh flexi cap fund. 2000 Motilal Oswal mid cap. 2000 Quant small cap fund. 2000 ICICI prudential tech fund direct. 2000 Kotak infra and economic fund direct. 2000
Hi Taxsensei. That's a good question. These all are very basic ratios of quant analysis. At best, they could help you to understand only past performances of the fund. Investing is all about understanding the current market and betting for the future. So in case if the fund manager changes or the mandate changes then these ratios will be meaningless.
@@themutualfundtalk2955 I appreciate your observations but these helps to understand the attitude of the fund manager and gives clear view on what to buy and not...
Hiii Mutual Fund Talks. Your understanding and analytical skills are very good. I'm trying to add these parameters also in selection process too... How can we get these details like style of investing, sles growth, PE of the dunds etc. ??
Hi, we usually speak with the AMC team and gather the information. Some ratios are calculated in-house. For more detailed information you can use value research.
Quant Flexi Cap Tata Small Cap Kotak Emerging Nippon Small Cap Canera Rebecco Focused Each 3k I am beginner sir, plz tell is this good portfolio or make some changes plz suggest
Very informative Sir.. I have started SIP in Motilal midcap 3kand kotak midcap 4k... wanted to take one more midcap 3k.. could you please suggest for which i should prefer... Nippon mid or SBI or Edelweiss? Thanks for your help
Dear Siva. Mid cap funds has limited options to expand. So keep 1 or 2 maximum mid cap funds in your port folio. U can go with small caps, no issue.. Flexy funds, index funds and hybrid funds also best options.
@@KPFinancialservices thank you Sir for your help... Sure..i prefer the same as you suggested... Should I take ICICI Pru multi asset fund in hybrid category? Could you please advise.. thank you again 🙏
sundaram small cap 3k(stop)/kotakflexi3k/mirrat asset emging bluechip2.5k/dsp small cap2k/sbi Largecap3k plz revie my portfolio 15/20y investment plan kya muje isme koi mid cap add karna chahiye plz suggest midcap ?
Hi, Mirae funds are very qualitative. However, their investing style is more of bottom up and the current market is very cyclical. That is why Mirae's funds are underperforming.
Hi Nirmal, ICICI Pru Large & Mid Cap as well as SbI Large & mid cap are good funds. We will bring a comparison analysis for this category in the next week.
Sir, thanks for making a video. Nippon, Kotak & HDFC all have huge AUM Size. With these huge AUM, how will be the opportunities to invest for the fund managers & to show growth?
I was invested with Quant MF. I had some issue, but no one picked the phone even trying several times. Thereafter, I lost conviction in dis MF & exited.
Hi Rajesh They don't have large operations set up in cities like other funds. Their focus is only on the execution of their investing style. You can raise your issue to your broker or adviser.
Hi chandan Both are good funds but follow bottom up style with buy and hold strategy. That is why they haven't performed in the recent market. If you have good patience then hold for long term else change one fund to nippon growth fund.
Sir i want to ask i have canara robeco blue chip fund and parag parikh flexicap should i close canara robeco n take index fund ? Also i need to invest in small cap n mid cap
Quant Flexi Cap Tata Small Cap Kotak Emerging Nippon Small Cap Canera Rebecco Focused Each 3k I am beginner, plz tell is this good portfolio or make some changes plz suggest
Sir thanks for nice analysis. Can you suggest me any site where i can get benchmark return and category average return for a particular scheme if i want to check myself. Generally i find category average returns
Hi Mohit Hold these investments for the next 3-5 yrs and keep strong risk tolerance in case anytime market falls due to any uncertain global or geopolitics event. Funds are good.
sir may apki video kal se dekh raha hoon bahot informative hai thank you. : sir my age is 23 may just sip stark karne wala hoon monthly 10k tho may kon kon se sector may kitne paise add karu kuch samaj nahi aa rah or kitne fund may karu 2,3 ya 4 sir plz reply me
Hi Sachin, Aap 3-4 Funds mai invest kar sakte hai. Jyda funds lene se investment ka management difficult hojata hai. Best categories of funds in 2023 are Large & Mid cap Small Cap IT sector fund.
@@themutualfundtalk2955 1)Parag Parikh flexi cap fun 2)Nippon India small cap fund 3) ICICI prudential equity and debt fund Direct growth ye 3 maine chose kiye hai sir
Hello, thanks for detailed analysis. Can we invest in Nifty 150 midcap index fund for long ter ? Will it be a good choice than investing in active midcap fund?
Hi, It is very subjective as both options are good. In large cap, it is suggestible to take index or etf funds. However, small caps are still not explored deeply by managers. So there is still a good scope for active management. Also if you are planning any lumpsum amount then i suggest waiting for a market correction to enter small & mid cap funds.
Hi, PGIM India is not performing as per expectation. The fund has a good investing style so I would suggest waiting for some more time 2-3 months. We will make a separate video for this fund.
Hi priya, Ese exactly returns koi ni caculate kar sakta hai. Lekin india ki growth story k basis par aap small & mid cap mai SIP invest kark 15% k as pas returns bana sakte hai.
Hi Raj, Based on some fundamental improvements like on track corporate earnings and inflow of FII money. It seems the right time for entry. April and May were the best times.
Hello sir, can you please suggest me if any change needed in my portfolio: 1. Canara Robeco Flexi cap - 3000 2. Tata small cap - 2000 3. Canara Robeco small cap - 2000 4. Quant small cap - 2000 4. Motilal mid cap - 2000 I am not sure if the 3 small caps good in my portfolio. Please let me know what changes needed in these small caps or any other small cap I replace with ?
Hello Jitendra, All 3 small-cap funds follow different investing strategies. So if they support your investment style then you can keep it else one fund is sufficient. Our best bet for 2023 is tata small cap fund.
Jai Hind sir mai Indian army se hu mujhe apse ek help chahiye. Mujhe 20000 ki sip karna hai atleast 20 years ke liye. So please flexi cap,mid cap aur small cap me diversify karke accha sa portfolio bata dijiye. Its my humble request jai Hind 🇮🇳
Hi Suman, Large AUM is always a problem until the manager is capable of managing it. Since our Indian market cap is also growing fast so based on that as such there is no issue. But yes be cautious in the long term.
@@themutualfundtalk2955Hi sir, i want to start sip in a new midcap fund and i have shortlisted kotak mahindra and motilal oswal. Which one is good for a period of 5 years?
Hi bro, very good informative video and Pls review my funds and require yours inputs bro.., 1) Mirae emerging bluechip fund - 2.5k per month 2) Axis small cap - 2.5k per month 3) PGIM mid cap - 2.5k per month 4) Paragh parikh - 2.5k per month And now i can invest 5k per month and pls suggest whether invesco multicap or Mahindra manulife multicap would be good or any other suggestions would work? Thank you in advance.., pls advise me bro would be great full.,
Hi sir, please revies my portfolio i am investing in SIP modeb for my chilldren education for next 15 years. Kotak Tax Saver Fund - 5000/- Nippon Small Cap - 5000/- Motilal Mid Cap - 6000/- Shall i spilt nippon small cap amount to other small cap due to high AUM and also Motilal Mid Cap to Canara Mid Cap fund each 3000/-
Hi, As the indian market has risen that is why we consider companies ranging from 15000 to 50000 cr to be mid cap companies. Below 15000 cr are small cap and beyond 50000 cr are large cap.
Hi Dipak, PGIM is not performing in the recent market though it has a suitable investing style for this market. This does not show good active management.
Why Axis midcap was not included in the comparison list? Its one of the most famous midcap fund
Aum big and negative alpha
Axis is only famous without performance 😅
Not performing after covid.
axis has recently(last 3-4 years) failed to beat its benchmark (nifty 150 tri index)
Every fund is best in his hori zon & time , aur yh sab mutual fund expert u tuber bhut bda doogla ha , ya sab bapandi ka loota ha , Jo aaj top par ha , vhi best ha , kal axis ka time tha , to Sara ka sara expert axis ko duniya ka sabsa behtar fund btata tha , kal koi aur higa , to usko bataenga , kyoki dooglo ka koi umaan aur dharam nhi hota
Hi Sir, AUM of MFs you selected is very high.. It's difficult to manage that much big aum for better returns
Sir ji, pls pls pls make on the best & fast & quality ETF in market.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund is also good.
What about Axis mid cap fund ??
Hdfc midcap fund kaisa fund he? Aapne hdfc midcap fund ko in sabhi fund me consider nahi kiya?
Hi Sanjeev
HDFC abhi acha perform kar rha hai lekin isme conistency ka issue raha hai isliye humane comparison mai include nahi kiya.
Lekin humne isein good funds ki list mai include kiya hua hai.
Can you please review my portfolio
Parag Parikh flexi cap fund. 2000
Motilal Oswal mid cap. 2000
Quant small cap fund. 2000
ICICI prudential tech fund direct. 2000
Kotak infra and economic fund direct. 2000
Canara small cap
Quant small cap
Sbi mid cap
Edelweis mid cap
For long term any changes ? Iam dint start habe to start on these week ?
Goog Mera b same h
Add one flexicap or multicap fund
Why we don't analysis mutual funds on the basis of ratios i.e. standard deviations, beta, alpha etc. ???
Hi Taxsensei.
That's a good question.
These all are very basic ratios of quant analysis. At best, they could help you to understand only past performances of the fund.
Investing is all about understanding the current market and betting for the future.
So in case if the fund manager changes or the mandate changes then these ratios will be meaningless.
@@themutualfundtalk2955 I appreciate your observations but these helps to understand the attitude of the fund manager and gives clear view on what to buy and not...
Hiii Mutual Fund Talks. Your understanding and analytical skills are very good. I'm trying to add these parameters also in selection process too... How can we get these details like style of investing, sles growth, PE of the dunds etc. ??
Hi,
we usually speak with the AMC team and gather the information. Some ratios are calculated in-house.
For more detailed information you can use value research.
Quant Flexi Cap
Tata Small Cap
Kotak Emerging
Nippon Small Cap
Canera Rebecco Focused
Each 3k
I am beginner sir, plz tell is this good portfolio or make some changes plz suggest
@@ajaygarg0If your waiting time is 10+years
Good content style clear & cut information thanks 👍
Best mid capfunds among these ?
Kotak emerging equity fund
Nippon india growth fund
Motilal oswal mid cap fund
Hi,
Kotak for long term 3-5 yrs
Nippon for high returns in short tern
Motilal oswal for very long term
Very informative Sir..
I have started SIP in Motilal midcap 3kand kotak midcap 4k... wanted to take one more midcap 3k.. could you please suggest for which i should prefer... Nippon mid or SBI or Edelweiss?
Thanks for your help
Hi Siva,
I suggest not taking more than 2 funds in the category.
These two are good funds and you can increase your money in the same funds.
@@themutualfundtalk2955 thank you Sir for the advice.
Sure.. i will increase in the same funds 🙏
Dear Siva. Mid cap funds has limited options to expand. So keep 1 or 2 maximum mid cap funds in your port folio. U can go with small caps, no issue.. Flexy funds, index funds and hybrid funds also best options.
@@KPFinancialservices thank you Sir for your help...
Sure..i prefer the same as you suggested... Should I take ICICI Pru multi asset fund in hybrid category? Could you please advise.. thank you again 🙏
Pls have a multiple flavour in portfolio...go for Multi, Index, Sector, Small
sundaram small cap 3k(stop)/kotakflexi3k/mirrat asset emging bluechip2.5k/dsp small cap2k/sbi Largecap3k plz revie my portfolio 15/20y investment plan kya muje isme koi mid cap add karna chahiye plz suggest midcap ?
Sir, HDFC mid cap kaysa rahega.
Hsbc midcap fund how is this fund
..
I have Mirae Midcap in my portfolio. How is it?
Hi,
Mirae funds are very qualitative.
However, their investing style is more of bottom up and the current market is very cyclical. That is why Mirae's funds are underperforming.
@@themutualfundtalk2955 should I continue investing in this fund?
How could you miss quant and pgim midcap funds..they are the consistent compounder...
SBI magnum is good for 15 years?
Yes SBI magum mid cap is good for long term investing.
Sir your views on uti midcap for 10_12 years...
I like ur video...I have many platform...bt explanation u have given using imp parameter is excellent...how can I join ur group
One of the best video i have seen .🔥🔥
Suggest me a good large and mid cap find for the deposit of Rs.100000. for five years.
Hi Nirmal,
ICICI Pru Large & Mid Cap as well as SbI Large & mid cap are good funds.
We will bring a comparison analysis for this category in the next week.
Hi, Please suggest MF for long-term 5-10 yrs
How many mid cap fund and small cap fund should be in portfolio
Hi,
Should not be more than 2 or 3 Funds
Mid cap 1 or 2 maximum.
Small cap 2 or 3 maximum.
Sir, thanks for making a video. Nippon, Kotak & HDFC all have huge AUM Size. With these huge AUM, how will be the opportunities to invest for the fund managers & to show growth?
Yes this is a real problem but fund managers of these AMC are also experienced and capable of managing large AUM
@@themutualfundtalk2955 Thanks for replying
I was invested with Quant MF. I had some issue, but no one picked the phone even trying several times. Thereafter, I lost conviction in dis MF & exited.
Hi Rajesh
They don't have large operations set up in cities like other funds.
Their focus is only on the execution of their investing style.
You can raise your issue to your broker or adviser.
@@themutualfundtalk2955 what about Axis mid cap fund ??
What issues facing in Quant MF .. ?? Bcoz i already started SIP in Quant MF
Hello sir let us the know the best time abd fund to invest both in sip , lumpsum and stocks also please drop your suggestions
Hi Neha,
There is no good time for SIP it can be started anytime.
For lump sum I would suggest waiting till August.
I have two mid cap funds in my portfolio Axis n Mirae, how's it for next 10-12 yrs?
Hi chandan
Both are good funds but follow bottom up style with buy and hold strategy.
That is why they haven't performed in the recent market.
If you have good patience then hold for long term else change one fund to nippon growth fund.
Sir i want to ask i have canara robeco blue chip fund and parag parikh flexicap should i close canara robeco n take index fund ? Also i need to invest in small cap n mid cap
Yes Index funds is good choice for large cap investing.
Consider only a small sip amount to start small & mid cap funds.
Quant Flexi Cap
Tata Small Cap
Kotak Emerging
Nippon Small Cap
Canera Rebecco Focused
Each 3k
I am beginner, plz tell is this good portfolio or make some changes plz suggest
Which one is best for long term 10 years
Motilal mid cap or PGIM mid cap
Hi Ashok
Motilal funds are good for the long term.
PGIM funds are more macro-based themes funds.
I already investing in Pgim on sip basis but I plan to switch over Motilal due to its performance
It’s ok
Sir i am investing in Invesco and pgim what to do
Sir thanks for nice analysis. Can you suggest me any site where i can get benchmark return and category average return for a particular scheme if i want to check myself. Generally i find category average returns
INDMONEY
Yes
you can check advisorkhoj & value research
Thank you sir for your efforts. One of the best detailed video. Really helpful 😍
Glad you liked it
Sir Kotak emerging equity direct growth fund is best for 5 year ?
Yes this is still a good mid cap fund.
Very good anylisis
Thank you for your appreciation.
Please review portfolio sir 1 lakh rs lumsum investment in Canara robeco small cap, quant small cap & pgim mid cap fund 🔥
Hi Mohit
Hold these investments for the next 3-5 yrs and keep strong risk tolerance in case anytime market falls due to any uncertain global or geopolitics event.
Funds are good.
What about Axis midcap
Sir i invest
10000 in quant small cap
10000 in canara small cap
10000 in motilal mod cap
10000 in sbi mid cap
Is it good
Reduce small capi. Add Parag Parikh flexi or HDFC Flexi .
sir may apki video kal se dekh raha hoon bahot informative hai thank you.
: sir my age is 23 may just sip stark karne wala hoon monthly 10k tho may kon kon se sector may kitne paise add karu kuch samaj nahi aa rah or kitne fund may karu 2,3 ya 4 sir plz reply me
Hi Sachin,
Aap 3-4 Funds mai invest kar sakte hai. Jyda funds lene se investment ka management difficult hojata hai.
Best categories of funds in 2023 are
Large & Mid cap
Small Cap
IT sector fund.
@@themutualfundtalk2955 1)Parag Parikh flexi cap fun
2)Nippon India small cap fund
3) ICICI prudential equity and debt fund
Direct growth
ye 3 maine chose kiye hai sir
Hello, thanks for detailed analysis. Can we invest in Nifty 150 midcap index fund for long ter ? Will it be a good choice than investing in active midcap fund?
Hi,
It is very subjective as both options are good.
In large cap, it is suggestible to take index or etf funds. However, small caps are still not explored deeply by managers. So there is still a good scope for active management.
Also if you are planning any lumpsum amount then i suggest waiting for a market correction to enter small & mid cap funds.
@@themutualfundtalk2955 Thank you so much for your response, it will surely help me to decide better.
Nice information thanks
Invesco India midcap fund hows this?
Invesco is a good fund but comparatively less attractive from the perspective of high returns.
@@themutualfundtalk2955 but hope we cN expect consistent returns like kotak emerging equity fund?
Can I invest in motilal mid cap it's has high pe ratio
You can prefer motilal oswal instead of high PE but I suggest to wait for some month in case if you planning to invest as a lumpsum
Hi sir, what about HDFC Midcap fund for long term investment of 10 yrs?
It's good
How' s the pgim india midcap fund? Should I continue my sip in this fund or switch to other?
Hi,
PGIM India is not performing as per expectation.
The fund has a good investing style so I would suggest waiting for some more time 2-3 months.
We will make a separate video for this fund.
@@themutualfundtalk2955 make a video please about investing style, stock selection and quality of stock
Sir SBI Magnum midcap mai SIP chalu hai, long term 20 years mai 16% annual return mil sakta hai kya
Hi priya,
Ese exactly returns koi ni caculate kar sakta hai.
Lekin india ki growth story k basis par aap small & mid cap mai SIP invest kark 15% k as pas returns bana sakte hai.
Sir what about quant midcap please?
Tell us about DSP midcap
Hi,
DSP has long underperformance and not being consistent in the past.
So we don't consider it in the list of good funds now.
Axis mid cap review please
Is it right time to invest in midcap or have to wait for some time for dip
Hi Raj,
Based on some fundamental improvements like on track corporate earnings and inflow of FII money.
It seems the right time for entry. April and May were the best times.
Why not mirae asset midcap fund
Hello sir, can you please suggest me if any change needed in my portfolio:
1. Canara Robeco Flexi cap - 3000
2. Tata small cap - 2000
3. Canara Robeco small cap - 2000
4. Quant small cap - 2000
4. Motilal mid cap - 2000
I am not sure if the 3 small caps good in my portfolio. Please let me know what changes needed in these small caps or any other small cap I replace with ?
Hello Jitendra,
All 3 small-cap funds follow different investing strategies.
So if they support your investment style then you can keep it else one fund is sufficient. Our best bet for 2023 is tata small cap fund.
@@themutualfundtalk2955 thanks for suggestion sir.
What about quant midcap?
Axis Or PGIM Ko To Bhul Hi Gye Jo 5 Saal Main Low Risk Sabse Jyada Return De ke Bhethe Hai......Agli Video Main Caber Karna.......
Jai Hind sir mai Indian army se hu mujhe apse ek help chahiye.
Mujhe 20000 ki sip karna hai atleast 20 years ke liye.
So please flexi cap,mid cap aur small cap me diversify karke accha sa portfolio bata dijiye.
Its my humble request jai Hind 🇮🇳
Why pgim midcap not added
Review on mid cap is very confusing. In your every fund is better.
Hdfc flexi cap or Parag parikh flexi cap or Icici prudential flexi cap
Which is good for long time..
Parag Parikh obviously
Hi Dhiraj
Parag Parikh is the best consistent fund in the category.
You can consider edelweiss and hdfc flexicap as second options.
Kotak❤
What about DSP mid cap fund? Can it be the turn around afer long underperformance?
Sir what do you think about kotak emerging equity fund for it's high AUM? Is the fund considerable or not? Please reply sir
Hi Suman,
Large AUM is always a problem until the manager is capable of managing it.
Since our Indian market cap is also growing fast so based on that as such there is no issue.
But yes be cautious in the long term.
@@themutualfundtalk2955Hi sir, i want to start sip in a new midcap fund and i have shortlisted kotak mahindra and motilal oswal. Which one is good for a period of 5 years?
Why quant is not 🤔🤔
Hi bro, very good informative video and Pls review my funds and require yours inputs bro..,
1) Mirae emerging bluechip fund - 2.5k per month
2) Axis small cap - 2.5k per month
3) PGIM mid cap - 2.5k per month
4) Paragh parikh - 2.5k per month
And now i can invest 5k per month and pls suggest whether invesco multicap or Mahindra manulife multicap would be good or any other suggestions would work? Thank you in advance.., pls advise me bro would be great full.,
Same scheme I've taken in my wealth Creation way for long periods
kaisa chal raha hai bhai@@pradeepsinghbais2224
Sir muje 3000 ki 3 sip karni he to kisme invest karu please suggest
You can take any flexi cap fund suggested in the video of best flexicap funds
Sbi magnum midcap me sip chalta hai mera
Hi Jeevan,
Aap isme SIP long term k kiye continue kijiye.
Ye fund long term k liye acha fund hai
PGIM
Hi sir, please revies my portfolio i am investing in SIP modeb for my chilldren education for next 15 years.
Kotak Tax Saver Fund - 5000/-
Nippon Small Cap - 5000/-
Motilal Mid Cap - 6000/-
Shall i spilt nippon small cap amount to other small cap due to high AUM and also Motilal Mid Cap to Canara Mid Cap fund each 3000/-
Sir Dsp midcap fund
Hi
DSP is not performing well from long time and has not shown consistency as well.
Therefore we don't take in the list of good funds now.
@@themutualfundtalk2955SBI vs. Kotak which is better sir?
Check out an excellent book on " multibager mid and small cap stocks in Indian stock market"...
Multicap pe detailed video
I think you said it wrong, Midcap mutual funds invest in 5,000 to 20,000 crores. 🙂
Hi,
As the indian market has risen that is why we consider companies ranging from 15000 to 50000 cr to be mid cap companies.
Below 15000 cr are small cap and beyond 50000 cr are large cap.
Why u not considered PGIM mid cap
Hi Dipak,
PGIM is not performing in the recent market though it has a suitable investing style for this market.
This does not show good active management.
Uti mid cap fund
Bhai
Pgim ka baat hee nahee kiyaa ?
Bakwaas lagaa
Bekaar lgaa phaltuuuuu lagaa
What about Quant midcap??
Quant is good for market timing kind of investments in the short term.
Promotional video.
Hi Rajesh.
Ek simple analysis data k sath present kiya hai.
Ab isme tw kya hi promotion hoga.
🤣
Hello sir, I want contact you for my MF portfolio analysis. How?
Hi,
You can write to us on themutualfundtalk@gmail.com
What about Axis mid cap fund ??
Axis mid cap review plz