नया पैसिव फंड, Groww Nifty Non Cyclical Consumer Index Fund, NFO Alert, Full Video Link - ua-cam.com/video/l4thmBJjyEU/v-deo.html Investment, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PCK4qWytrYQUR0z0rXutJik.html B Wealthy Gyan, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PCDR39nrEY64Bzyfv9u-TMG.html Learn Investment In Mutual Fund, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PBErT7FvpeAKXT5euwF5mri.html Share Market, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PCEkDhXSH8eIEI3cAnCaOHN.html Mail Us On - ask@bwealthy.co.in Follow Us On - Instagram - instagram.com/swati_bwealthy Facebook - facebook.com/bwealthy.co
If you have 30 schemes out that select low performing schemes or do not invest more on it. Wait for 1 year to avoid LTCG. Then, later, from poor performing schemes, do swp and reinvest to good performing schemes.
I am doing my sip from last seven months for long term, now i am 35yrs old. please review my portfolio. Tata small cap-8.5K Mahindra Manulife Small Cap-8.5K Quant Mid cap-12K Motilal Oswal Mid Cap-2k monthly + onetime every year 50k Nippon Flexi Cap-4.5K Hdfc Multi cap- 4.5K ppf-1.5 Lacs per year from Last 3year. How much approx. I could accumulate after 15-20years.if any change needed then please advise.
Har ek category main...small, mid and large main atleast 3 mutual funds hine chaheyea...12 se 15 mutual funds thek rhete hai...kyon ki har ek fun Manger ka style and behavior allag hota hai..future main kon sa fund best or worst hoga nhi pata rheta hai..iss lyea 3 funds kum se kum har category main hona best hota hai
Amazing! Very Useful! Please help - : I have a folio of 1.5 cr plus. All in Equity. 70% in index funds (Nifty 50 and Next 50). Both funds are from the same fund house, happens to be UTI. Should I choose a different fund house for my further investment to de-risk the fund house concentration? OR it doesn't matter?
hi madam. I want to know where does my SIP money goes when i invest in these international funds like Sundaram Global Brands Fund, ABSL International Equity Fund and ICICI Pru Global Advantage FOF because foreign investment limit has been reached already since long. (I have 15% of SIP amount in these 3). Thanks in advance. Appreciate your work.
Of the world’s 20 largest stock markets, 14 have hit all-time highs recently. As a leyman, Is there a possibility of a bubble burst in future/ should we be worried about our investments in mutual funds? Could there ever be a scenario for Indian markets to be like the lost decade of Japan?
I m investing in 4 smallcap fund and 1 smallcap index fund.i want to pass to my children.after 30 years with swp .don't bother with 50% decline in portfolio .what's ur view?
brother agar tumhe paiso ki esi jarurat kabhi na pade jisme tumhe ye paisa bahar nikalna pade, jaisi ki naukri chali jaane par koi income source ka na hona.
Swati ji namaskar Mera Icici ka saving fund 8% de raha hai, main usay switch karna chahti hoon. 5L hain, kaun se fund mein daloon pls batayein- PSU , infrastructure, defence- - Bajaj ka Asset allocation fund kaisa hai,5yrs ke liye rakhna hai
Swati mam, I got email that my question would be picked up this week, however unfortunately my question was not discussed. Kindly take my question next week. Thank you for your valuable time.
Hello Swati Mam, Thanks for reply to my previous queries. Suppose I have invested lumpsum amount around 5 lacs with expense ratio 1% in any fund for 10 years. Apart from expense ratio, Is there any other annual charges Amc would deduct from my invested amount over the period of 10 years? As per my understanding, there are no charges after investment but I wanted to confirm from you😊
Please review my portfolio.. 1. Nippon India Larg Cap Rs. 1000 2. Motilal Oswal Mid Cap Rs. 1000 3. Quant Small Cap Rs. 1000 4. Parag Parikh Flexi Cap Rs. 1000. All are step up by 10% pa. SIP started from May'2024 for more than 10 years. How much I can expect? Please reply 🙏🙏 Rubul Ali from Assam, Guwahati.
Hello Ma'am, I want to stop sip in kotak flexicap & start kotak multicap 10k Should I stop sip in Mirae large & midcap to someother large & mid 20k My other funds UTI nifty 50 20K,Parag parek flexicap 15k, Edelweiss BAF 10k, Motilal Oswal S& P 500 10k, Motilal oswal microwave 5k Please review my portfolio,I'm 56yrs 4cr for retirement
You should provide more information for this question including the current amount you have collected and the total SIP you can do to retire in 4 years (assuming it's 60). Else 4Cr in 4 years is too difficult
Namaste madam mera naam Somanath Shinde Maharashtra Pune meri age 40 year hai mere pass ICICI Prudential bluechip fund -2000, UTI value fund - 2000, Quant Small cap - 2000, Motilal Oswal mid cap - 2000, SBI Energy Opportunity fund - 2000, SBI multi cap -2000 & PPF account - 3000 ki Sip hai to muze 15 Sal main 2CR chahiye to itane Amount main ho sakata hai kya aur mere fund zo hai sahi hai Kay agar aur koi fund add karna ho please bataye abhi ICICI bluechip fund main 2lac aur UTI value fund main 2lac hai
jada fund matlab jada return aisa nahi hota hai generally small, mid, large, liquid fund kafi hai. liquid me karo jo ki aapka emergency fund hoga aur jab bhi market down hoga liquid se paise nikal kar dusre fund me lumpsum kar dena to market jab bhi recover krega accha return bnega.
Namaskar mam Mera Yeh Sawal Hai ki jab meri salary Aati Hai to personal loan (Recently taken) EMI Bharne K Alawa Jo Amount Bach Jata Hai Usko invest Kare Ya loan repayment may Dal De. please reply kijiye🙏🏼
pahle loan pay kare uske bad aapki aaj jitne ki EMI same utna hi paisa SIP ke through market me invest kare kyuki aapne EMI ka paisa manage kara sikh liya hai.
@@BWealthy thank you so much mam. I have one more question…. Mera sip 2013 se chal raha h aur portfolio all time high hai. Maine recently ek personal loan liya hai. Mai mutual fund reddem karke loan repayment kar sakta hu kya ?
Mam, I want to invest in sip mode in comparison of bank fixed deposit for emergency fund where return is also good, safety, liquidity ,no lockin and also tax efficient. I am in 20% tax bracket. Age 43 yrs.Please give ur recommend funds and its reason also.thankd
Ek saval he ki 5 se 6 sal tak koi mf achha return de raha he or abhi hamne lagata ki or koi dusara mf achha return de sakata he to kya old mf mese reedeem karke naya mf me paisa lagana chahiye ?
mutual fund me sabse important hota hai time jab aap kisi fund me 5+ years invested rahte ho to usme % to dhire2 badta hai but aapka paisa speed se growth karta hi kyuki aap ke pass unit jada hota hai isliye confuse no ho time lamba rakhe.
Madam I am very busy doctor and don't realise finance very good. My age is 51 years. I want to get 6-6.5 crore at the age of 60, 9 years from now. I have 30 lakh in PPF and 40 lakh in Bank FD. I have 2 lakh as emergency fund. I have health insurance policy of 2 lakh capping. Regarding equity, I have 25 lakh in parag Parikh flexi cap fund,25 lakh in quant fkwxi cap fund, 20 lakh in motilal Oswal enhanced value index fund, 20 lakh in quant momentum fund, 20 lakh in quant quantamental fund,20 lakh in Edelweiss midcap 150 momentum fund and 20 lakh in quant value fund. Gold is of 4 lakh as SGB. Please let me know if I can reach my goal. Total 2.24 crore I have as total value of my portfolio. I have my own house. Thank you 🙏😊.
Hello mam, my investment is as follows by SIP.... Investing since 2017 5500 Sip Since 2021 10,000/- 1. SBI small cap 3500 2. Parag Parikh Flexi cap 5000 3. Axis bluechip 5000 4. HDFC manufacturing fund(New) 2000 5. ICICI Pharma and Halthcare 500 6.Kotak flexicap 1000 7. Mirage asset emeging business fund 1000 I can invest till further 19 years.. Target 2.5 to 3 crores
By mobile app grow MF investment is secure option or not , if possible tell me yr opinion, and request contect no for doubt, aur mujhe Kushi huyi ki apne reply Kiya mere question ka
Please review my portfolio HDFC NIFTY 50 INDEX 5000 , ICICI NIFTY 50 INDEX 5000, PARAG PARIKH FLEXI 8000 , MOTILAL OSWAL MID CAP 4000 ALL FUNFS ARE DIRECT FUND. PLEASE REVIEW
My name is Sudeep Ghoshal and my age is 30 years please review my portfolio for at least 20 years ICICI flexicap Rs1000 Axis small cap Rs1000 HDFC midcap 500 Tata small cap 500 SBI multicap fund Rs 500 Nippon small cap fund Rs 500
jada fund matlab jada return aisa nahi hota hai generally small mid large and liquid sufficient hota hai, aur ek hi category ke 3 fund rakhne ka kya Sens hai.
@@sudeepghoshal91 Axis small cap Kotak mid cap Mirea large cap Edelweiss liqud fund 2020 me 500 rupees se start kiya investment aaj 10lakh+ ka investment hai.
Review my portfolio Uti index fund 3000 Parag parik flexi fund 3000 Parag parik elss 3500 Axis small cal fund 2000 Motilal osiwal midcapfund 1000 PPF 3500
Mem I want to again ask you same question, how to start sip , Is write option to start sip from mobile app grow, please take my query today and give me wright opinion, if possible share contact nos
नया पैसिव फंड, Groww Nifty Non Cyclical Consumer Index Fund, NFO Alert, Full Video Link - ua-cam.com/video/l4thmBJjyEU/v-deo.html
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Learn Investment In Mutual Fund, Playlist Link - ua-cam.com/play/PL0rxiZ0bR2PBErT7FvpeAKXT5euwF5mri.html
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If you have 30 schemes out that select low performing schemes or do not invest more on it. Wait for 1 year to avoid LTCG. Then, later, from poor performing schemes, do swp and reinvest to good performing schemes.
I am doing my sip from last seven months for long term, now i am 35yrs old.
please review my portfolio.
Tata small cap-8.5K
Mahindra Manulife Small Cap-8.5K
Quant Mid cap-12K
Motilal Oswal Mid Cap-2k monthly + onetime every year 50k
Nippon Flexi Cap-4.5K
Hdfc Multi cap- 4.5K
ppf-1.5 Lacs per year from Last 3year.
How much approx. I could accumulate after 15-20years.if any change needed then please advise.
Har ek category main...small, mid and large main atleast 3 mutual funds hine chaheyea...12 se 15 mutual funds thek rhete hai...kyon ki har ek fun Manger ka style and behavior allag hota hai..future main kon sa fund best or worst hoga nhi pata rheta hai..iss lyea 3 funds kum se kum har category main hona best hota hai
Which will be best Motilal Oswal MidCap vs Quant MidCap ??
Investment horizon = 15 years
Risk appetite = Moderate Risk
Please suggest 🙏
Amazing! Very Useful!
Please help - : I have a folio of 1.5 cr plus. All in Equity. 70% in index funds (Nifty 50 and Next 50). Both funds are from the same fund house, happens to be UTI.
Should I choose a different fund house for my further investment to de-risk the fund house concentration? OR it doesn't matter?
What is the simplest way to understand "its time to rebalance portfolio" ? Should we only decide this based on "lower restuen than indices" ?
Madam ji thanks for the information,but one technical issue,that your voice is not properly hearing, plz increase the volume, little loud.. thanks
Sbi mid cap v hdfc mid cap which is good for 5years
hi madam. I want to know where does my SIP money goes when i invest in these international funds like Sundaram Global Brands Fund, ABSL International Equity Fund and ICICI Pru Global Advantage FOF because foreign investment limit has been reached already since long. (I have 15% of SIP amount in these 3). Thanks in advance. Appreciate your work.
Google has accidentally deleted many pension funds from Australia. Can you please tell us how safe our mutual fund and NPS savings are in Madam ?
Of the world’s 20 largest stock markets, 14 have hit all-time highs recently. As a leyman, Is there a possibility of a bubble burst in future/ should we be worried about our investments in mutual funds? Could there ever be a scenario for Indian markets to be like the lost decade of Japan?
I m investing in 4 smallcap fund and 1 smallcap index fund.i want to pass to my children.after 30 years with swp .don't bother with 50% decline in portfolio .what's ur view?
A good mutual funds portfolio will be 50% large cap, 30% mid cap and 20% small cap
brother agar tumhe paiso ki esi jarurat kabhi na pade jisme tumhe ye paisa bahar nikalna pade, jaisi ki naukri chali jaane par koi income source ka na hona.
It,s good if you have such long view
Bakwas.
Maintain balance
@@surajtomar750 muje nikal ne nahi hai just swp by my children coz I have lot debt instrument
Swati ji namaskar
Mera Icici ka saving fund 8% de raha hai, main usay switch karna chahti hoon. 5L hain, kaun se fund mein daloon pls batayein- PSU , infrastructure, defence- -
Bajaj ka Asset allocation fund kaisa hai,5yrs ke liye rakhna hai
HDFC Defence Fund but Modi Jee aaye toh hi..😊
must say... avoid sectoral funds🙂
Icici large and mid cap is the best option
Mam how to transfer mutal fund from one person to another person
Hi Mam,
Pls make some videos on ETF & index funds as well as.
Thank you madam for the Good video.
Swati mam, I got email that my question would be picked up this week, however unfortunately my question was not discussed. Kindly take my question next week. Thank you for your valuable time.
Sweet voice & explanation
Hi... Need to know about adding my new mf Quant flexi or nippon multi
Hello Swati Mam,
Thanks for reply to my previous queries.
Suppose I have invested lumpsum amount around 5 lacs with expense ratio 1% in any fund for 10 years.
Apart from expense ratio, Is there any other annual charges Amc would deduct from my invested amount over the period of 10 years?
As per my understanding, there are no charges after investment but I wanted to confirm from you😊
Please review my portfolio..
1. Nippon India Larg Cap Rs. 1000
2. Motilal Oswal Mid Cap Rs. 1000
3. Quant Small Cap Rs. 1000
4. Parag Parikh Flexi Cap Rs. 1000.
All are step up by 10% pa.
SIP started from May'2024 for more than 10 years. How much I can expect? Please reply 🙏🙏
Rubul Ali from Assam, Guwahati.
Looks good
If you have Flexi then no need of mid.... you can switch this mid to small 🙂 other wise all good
Is channel par hume Achhi jaankari k saath saath madhur awaj aur haseen chehra bhi dekhne ko milta hai.
निकोन इंडिया लार्ज कॅप एचडीएफसी टॉप हंड्रेड आयसीआयसीआय ब्लू चीफ म्युच्युअल फंड ये तीन फंड्स कैसे है
Hello Ma'am, I want to stop sip in kotak flexicap & start kotak multicap 10k
Should I stop sip in Mirae large & midcap to someother large & mid 20k
My other funds UTI nifty 50 20K,Parag parek flexicap 15k,
Edelweiss BAF 10k,
Motilal Oswal S& P 500 10k,
Motilal oswal microwave 5k
Please review my portfolio,I'm 56yrs
4cr for retirement
You should provide more information for this question including the current amount you have collected and the total SIP you can do to retire in 4 years (assuming it's 60). Else 4Cr in 4 years is too difficult
Kotak app se switch kar sakte ho
I'm favoured, $60k every week! I can now give back to the locals in my community and also
support God's work and the church. God bless America.
Mam plz suggest railway share holding mfs .plz madam
Namaste madam mera naam Somanath Shinde Maharashtra Pune meri age 40 year hai mere pass ICICI Prudential bluechip fund -2000, UTI value fund - 2000, Quant Small cap - 2000, Motilal Oswal mid cap - 2000, SBI Energy Opportunity fund - 2000, SBI multi cap -2000 & PPF account - 3000 ki Sip hai to muze 15 Sal main 2CR chahiye to itane Amount main ho sakata hai kya aur mere fund zo hai sahi hai Kay agar aur koi fund add karna ho please bataye abhi ICICI bluechip fund main 2lac aur UTI value fund main 2lac hai
jada fund matlab jada return aisa nahi hota hai generally small, mid, large, liquid fund kafi hai. liquid me karo jo ki aapka emergency fund hoga aur jab bhi market down hoga liquid se paise nikal kar dusre fund me lumpsum kar dena to market jab bhi recover krega accha return bnega.
Madam namaste 🙏
Mai DINESH DINKER Muzaffarpur Bihar se...Aap Muzaffarpur me kaha se Hhai.
Namaskar mam Mera Yeh Sawal Hai ki jab meri salary Aati Hai to personal loan (Recently taken) EMI Bharne K Alawa Jo Amount Bach Jata Hai Usko invest Kare Ya loan repayment may Dal De. please reply kijiye🙏🏼
Sbse phle loan ki payment kro
pahle loan pay kare uske bad aapki aaj jitne ki EMI same utna hi paisa SIP ke through market me invest kare kyuki aapne EMI ka paisa manage kara sikh liya hai.
I feel, paying back personal loan would be a better choice. Stay Blessed, Healthy & B Wealthy
@@BWealthy thank you so much mam. I have one more question….
Mera sip 2013 se chal raha h aur portfolio all time high hai.
Maine recently ek personal loan liya hai. Mai mutual fund reddem karke loan repayment kar sakta hu kya ?
Kisi advisor ka batado
Voice bahut kam aa rahi hai. Internet and Mike issue lag raha hai.
Mam, I want to invest in sip mode in comparison of bank fixed deposit for emergency fund where return is also good, safety, liquidity ,no lockin and also tax efficient. I am in 20% tax bracket. Age 43 yrs.Please give ur recommend funds and its reason also.thankd
small mid and large cap fund
Ek saval he ki 5 se 6 sal tak koi mf achha return de raha he or abhi hamne lagata ki or koi dusara mf achha return de sakata he to kya old mf mese reedeem karke naya mf me paisa lagana chahiye ?
mutual fund me sabse important hota hai time jab aap kisi fund me 5+ years invested rahte ho to usme % to dhire2 badta hai but aapka paisa speed se growth karta hi kyuki aap ke pass unit jada hota hai isliye confuse no ho time lamba rakhe.
Namaskar di 🙏
I am investing in 53 different schemes..some of them are now out of bound to manage
jada fund matlab jada return aisa nahi hota hai generally small mid large and liquid sufficient hota hai
Madam I am very busy doctor and don't realise finance very good.
My age is 51 years.
I want to get 6-6.5 crore at the age of 60, 9 years from now.
I have 30 lakh in PPF and 40 lakh in Bank FD.
I have 2 lakh as emergency fund.
I have health insurance policy of 2 lakh capping.
Regarding equity, I have 25 lakh in parag Parikh flexi cap fund,25 lakh in quant fkwxi cap fund, 20 lakh in motilal Oswal enhanced value index fund, 20 lakh in quant momentum fund, 20 lakh in quant quantamental fund,20 lakh in Edelweiss midcap 150 momentum fund and 20 lakh in quant value fund.
Gold is of 4 lakh as SGB.
Please let me know if I can reach my goal.
Total 2.24 crore I have as total value of my portfolio.
I have my own house.
Thank you 🙏😊.
use SIP calculator for batter understanding.
Very Bad voice mam whole episode not able to understand 😢😢
Ek do sasta stock bhi do na प्यारी mam❤
70 yrs ke father he unka kuch policy mature hua, ab paisa kaha dale ye
large cap mutual fund
agar unko ye paisa jaldi aur unke liye hi chahiye to kuch paiso ko Debt funds me jaroor lagaiye🙂
Hello mam, my investment is as follows by SIP....
Investing since 2017 5500 Sip
Since 2021 10,000/-
1. SBI small cap 3500
2. Parag Parikh Flexi cap 5000
3. Axis bluechip 5000
4. HDFC manufacturing fund(New) 2000
5. ICICI Pharma and Halthcare 500
6.Kotak flexicap 1000
7. Mirage asset emeging business fund 1000
I can invest till further 19 years..
Target 2.5 to 3 crores
jada fund matlab jada return aisa nahi hota hai generally small mid large and liquid sufficient hota hai
Namaste
Almost 25% time spent on quantum.
GD evng mem
Mere pass 28 mutual fund hai
Ek number sab me se 3/4 rakho Baki exit ho jao
MF kainse start karein by mobile app or by bank
SBI ya Axis bank mein agar account hai toh unke paas jaiyye, woh help karenge apke pasand ke MF mein invest karne
By mobile app grow MF investment is secure option or not , if possible tell me yr opinion, and request contect no for doubt, aur mujhe Kushi huyi ki apne reply Kiya mere question ka
grow app se direct mutual fund me kare
Please review my portfolio HDFC NIFTY 50 INDEX 5000 , ICICI NIFTY 50 INDEX 5000, PARAG PARIKH FLEXI 8000 , MOTILAL OSWAL MID CAP 4000 ALL FUNFS ARE DIRECT FUND. PLEASE REVIEW
13:34
5 lacks ka Lamsamp kar na ha kohi fund
Quanti active fund
Madam I sent the question to mail , please take
18:24
My name is Sudeep Ghoshal and my age is 30 years please review my portfolio for at least 20 years
ICICI flexicap Rs1000
Axis small cap Rs1000
HDFC midcap 500
Tata small cap 500
SBI multicap fund Rs 500
Nippon small cap fund Rs 500
jada fund matlab jada return aisa nahi hota hai generally small mid large and liquid sufficient hota hai, aur ek hi category ke 3 fund rakhne ka kya Sens hai.
@@investmentkagyan please suggest kon kon sa fund rakhe long term k liye
@@sudeepghoshal91
Axis small cap
Kotak mid cap
Mirea large cap
Edelweiss liqud fund
2020 me 500 rupees se start kiya investment aaj 10lakh+ ka investment hai.
Madam I sent the questions to mail please check
Extremely poor audio from guest's mic
Vote jarur kariyega
Madam hello
M
Review my portfolio
Uti index fund 3000
Parag parik flexi fund 3000
Parag parik elss 3500
Axis small cal fund 2000
Motilal osiwal midcapfund 1000
PPF 3500
Mem I want to again ask you same question, how to start sip , Is write option to start sip from mobile app grow, please take my query today and give me wright opinion, if possible share contact nos