Know the suitable funds for SWP
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- Опубліковано 27 бер 2024
- Investors asked me various questions related to investment and I have answered few selected questions in this video. '
This video is bases on question and answers related to mainly mutual fund asked by my viewers.
This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
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Nice video
Good afternoon Sir
I'm in your regular viewer please discuss about difference of SWP vs IDCW
Swp के लिये निम्न तीन फण्ड बेस्ट हो सकते हैं
1 निफ़्टी 50 इंडेक्स, uti ya sbi amc
2 sbi focued
3 hdfc balance advance fund
Namaskar Sir ji,
I'm Chandan Chakraborty (retired) from Kolkata. Main aapka fan hoon aur every video dekhta hoon. Mutual funds ke bare ma bahote kuchh aapse sikha hoon- thanks for that.
Q1) I have started SIP for Rs 10k each since Jan'24 to Nippon India Small cap, Quant Small cap & Motilal oswal midcap. Ye sahi hai kya? Kitna saal ma 1cr banega (with inflation rate) please bataiyega
with best wishes.
Your advises on MF investing is very useful and helpful.Thanks
Presently I am invested in two fund houses namely ICICI and HDFC I want to add one more fund house. I have short listed SBI or Kotak
Moderate risk taker and long term
Pl advise thanks
My name is Sandeep Yadav(age 20year)
Sir main portfolio review janna chahta hu kya sahi hai?
Main January 24 se start kiya hun
And per year 10%step up bhi karunga
1 - PP flexi cap ₹1000
2 - Motilal oswal mid cap ₹1000
3- Nippon large cap ₹1000
4- Nippon Small cap ₹1000
5 - ICICI Prud. Equity & debt direct fund - ₹1000
(25 - 40 tak sip chalu rakhunga)
Please give your view on my SIPS.
Time: 8 to 10 years.
UTI Nifty50- 22K, QUANT FLEXICAP - 10K, MOTILAL MIDCAP- 23K, NIPPON SMALLCAP- 10K, KOTAK SMALLCAP - 10K.
Hello sir namaskar. I am Dilip P from Maharashtra.I watch your videos regularly and big fan of yours🙏.age 61years.retired from central government job,now getting pension. I invested 30L in SCSS in post office .getting 61T quarterly as interest.Want to open sip 20T per month for 10years.pls suggest fund where to invest risk moderate.
Sir please give your view my sips
Parak parik Flexi cap-3000
Motilal Oswal Midcap -3000
Quant mid cap -3000
Edelweiss mid cap -2000
Quant Small Cap -3000
Canara Robeco small cap-3000
Axis Small Cap -2000
Time-10years
Start sip-2022
I Tarsem 61yrs old Retired Pensioner, my PPF A/c matured on 31/03/2024. I want to invest this Amt in various product.(Senior Citizer Scheme, Balance Advt, fund, Nifty 50 Equal weight mutual fund etc).I am already invested in Nippon india multi cap fund 1200 Unit (Sip stopped) SBI Blue chip fund (Sip stopped in 2021). Please Suggest me Thanks
Sir I'm investigation from last five years and my first two funds are regular schemes and remaining are Direct schemes. My question is shall I switch those two funds into direct schemes?
And 15 lacks lumsum for icici equity and debt fund and parag parikh flexi fund and hdfc balance advantage fund ...each fund 500000 lumsum...after 3 year i want swp is it ok?
Sir please 🙏🙏 batao ki abhi kis mutual fund me Paisa double hoga ek saal me
Sir please review my sip...5000rs in Nippon india small cap fund and 5000rs kotak emerging fund for 10 years...is ok??
Sir I want to invest 24 lakh. In 3 different hybrid fund with in 2 yr. So that after 8 yr i can start swp from same. Please guide.
Rs 5000 Parag Parikh Flexi Cap Growth में 8 वर्ष SIP चलाने के बाद जमा नहीं कर पाऊंगा , 8% वार्षिक के दर मंथली इनकम के लिए इसी फंड से SWP लेना सही होगा क्या अपनी राय दिजिए
Sir Maine Per month 53k nippon small Cap, 52k hdfc flexi cap, 53k mirae mid cap, 30k uti nifty50 and 20k sbi bluechip. Target 10 years 12cr possible hain?
Sir, I am Santanu from Kolkata. Mera bhai ka age 28yr. Moderate investor. Sip running....2yr
Sbi Balance Advantage 2K
Sbi Large & Mid 3K
Sbi Small 1K
Nippon Multicap 5K
PPF 1K
Goal - long term wealth creation
Please give me a opinion for add or less any fund..
Thank you..
मैं अपने बेटे के लिए पैंतालीस साल के लिए कौन-सा एक म्यूचुअल फंड में निवेश करुं?वो अभी पंद्रह साल का है और उसका बैंक अकाउंट और पैन कार्ड बनवा चुका हूं।
Good morning sir
My name is umesh Singh I am 28 years old.
I have investing 16 months ago and I wanted to investment 30 years continuously. I have wants to generated 3cr corpus after age of 60 years.
Please review my portfolio and suggest me.
1. Mirage asset flexi cap fund 2000 rs 2. Nippon India small cap growth 5000 rs 3. Parag Parikh flexi cap fund 5000 rs 4. Quant flexi cap fund 5000 rs 5. Quant small cap growth 2000 rs.
Sir Mera portfolio review karna please ICICI bluechip fund 3000 Parag Parikh flexi cap 3000 Motilal Oswal midcap 3000 Tata small cap 3000 Aditya Birla Sun Life Pus 3000 15 se 20 sal ke liye rakhna chahta hu Mera targeted 1.5 cr
Hello mathpal g
Sir mera naam dinesh hai. Mai pichle 1 saal se 10000 rs / month ka sip kar raha hu. Please review my portfolio. (1) Parag parikh flexicap fund 2000 ( 2) kotak multicap fund 2000 (3) kotak equity oppartunities fund 2000 (4) axix smallcap fund 1500 (5) Tata smallcap fund 1500 (6) Hdfc multicap fund 1000.sir mai har saal 10 perc. Sip steu up karung. Target 20 saal me 2 crore rs.
Sir my name shankar,farmar mhareshtra. I invest Nippon small cap २५००, Aixes small cap२५००, Motilal oswal midcap३०००, Hdfc multicap २०००,parag farek flaxicap २०००,motilal oswal micro cap१०००pl. Review potfliio, Thanku.
Sir. Mai Debashish Nandi Mera age 35 hai. Please review my portfolio.
1. Nippon large cap 3k.2 icici value discovery 3k. 3 ppfcp 3k.4 sbi contra 3k.5 hdfc midcap 3k.6 motilal owswal midcap 2k.7 sbi small cap 3k.8 quant small cap. 2k.9 tata digital india 3k.10 sbi banking and financial services 2k. 11. Quant multi asset fund. 3k. Investment karta hu. Mera goal 15 year me 5 cr ka hai.
Sir, myself Mukut Baruah from Assam. I want to know the difference between step up and top up of a SIP. I have also four SIP for last one year investing 2000 each.
1) SBI small cap, 2) HDFC mid cap opportunity fund, 3) Mahindra manu life multi cap fund 4) HDFC index S & P BSE sensex fund
I want to invest another 4000 per month. Which fund wiil be better for me and how is my current portfolios ? Pl share your opinion sir. My investment tenure is min. 10 years.
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Sir mera naam Sujoy Baidya mein ek fouji hu Mera age 23 yrs
Mera portfolio 10500 Rs
Nippon India small cap fund - 1500
SBI small cap fund - 1000
Axis small cap fund - 1500
Tata small cap fund - 2000
HDFC midcap fund - 1000
Kotak emarging equities midcap - 1000
Mirae asset midcap - 1000
Canara robeco emerging equities fund direct growth - 1500
Iya hay Mera portfolio pls sir review korke bataiye iya portfolio sahi hay iya nahi long time chalana chahta hu 15, 20 saal sir bataiye pls
Me Gov job karta hu
10 sal ke bad retirement ho Raha hu , meri ige 32 he abhi ,sip kiye
6 month huaa he
Parag Parikh flexi cap -2500
Sbi magnum mid cap-2500
Axis small cap -2500
Kotak multi cap-2500
10 year me 1 Cr target he
To kya karna padega
Or fund add Karu ya ₹ add Karu
Plzzz idea
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Sir mera portfolio review kare(1) Quant tax 1000,(2)Praag parik flexi1000,(3)Motilal mid500,(4)SBI conta500,(5)Tata small 500hai Mera 15Year portfolio ok hai
1 sbi tex saver 3500 काफी हैं।
Your headline SWP funds.
Nothing about such funds...few secons only...
Sir, please review my portfolio.
SBI balanced advantage: 4000,
Axis small: 2500,
Kotak emerging equity: 3000,
UTI Nifty index: 2500
Parag flexi: 5000
Mirae asset tax saver: 2500:
Till now accumulated Rs.8Lakhs in MFs and My Target is 1 cr in 10 years.
Shall I add any funds or remove from these?
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Approx 10 times massage kar diya aapko but no reply till date. Namaste Sir. My age is 38 years. My goal is daughter's marriage and education. I am your regular viewer since 2022. Monthly SIP - 21000, please review my portfolio.
1) SBI Nifty50 equal weight index fund - 5000
2) Nippon Large Cap - 5000
3) Parag Parikh Flexicap - 3000
4) Motilal Oswal Midcap - 3000
5) Axis Smallcap - 3000
6) SBI Contra direct Growth fund - 2000
Maine ye SIP Mar 2024 se start Kiya hai aur 10 to 12 years ke liye karna hai. Mujhe 4000 ka SIP aur add karna hai, please fund ka naam bataye. Thanks Sir.
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icici net banking se mutual fund le sakte hai ya dimat account hi jaruri hai
Mf ke liye demate account jaruri nhi hai. Bank se loge to regular plan milega aap online platform jaise grow app se invest karo to direct plan milega
म्युचुअल फंड के लिए डिमैट अकाउंट जरूरी नहीं है बैंक से म्युचुअल फंड खरीदेंगे तो रेगुलर प्लान मिलेगा जबकि ऑनलाइन प्लेटफॉर्म जैसे ग्रो एप से खरीदेंगे तो डायरेक्ट प्लान मिलेगा
Sir, I have been regularly watching your videos. My daughter is 25 years old and she has been investing in mutual funds for the past 1 and half a year in the following funds Rs. 2500 each -
1. ICICI INNOVATION FUND
2. ICICI TECHNOLOGY FUND
3. ICICI TRANSPORTATION AND LGS FUND
4. ICICI INDIA OPPORTUNITY FIND.
5. ICICI MULTI ASSET FUND
6. SBI SMALL CAP
7. NIPPON SMALL CAP
8. QUANT SMALL CAP
9. ICICI VALUE DISCOVERY FUND.
Intends to invest for a long time. Please let me know whether the portfolio is in order.
Thank you sir.
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@@pankajmathpal Sir, thank you very much for your valuable suggestions.
Hello Pankaj Ji,
Myself Bhaskar Kalita.
Abhi Mera portfolio ka SIPs hain-
Mirae asset large & midcap fund Rs. 1000, SBI magnum midcap Rs. 1000, mirae asset elss tax saver fund Rs. 1000,
ICICI prudential technology Rs. 500,
SBI technology opportunities fund Rs. 500, Tata digital India fund Rs. 500, Nippon India small cap fund Rs. 1500, HDFC retirement saving fund Rs. 1000.
20 years ke baad, return Kitna aspect Kar Sakta hain?
Kya SIPs ko modification/update/new SIP add karna chahiye ?
Please answer.
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Sir, My Name is Kamlesh (Govt. Job) 37 year old from CG, please review my SIP investment -
1. Motilal Oswal Tax saver ₹2000 ( since 2019)
2. Motilal Oswal Flexy cap ₹2000
( Since 2020)
3. Mirae asset large & mid cap ₹ 2000 ( since 2020)
4. Nippon Multi cap ₹2000 ( Since 2022)
5. Axis Small cap ₹ 2000 ( since 2022)
Target - Lifetime Pension starting from ₹1,50,000 /monthly.
Time- 28 Years from 1st investment which in year 2019
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Sir please review my mutual funds portfolio
Time horizon is 15 years for retirement planning
Right now I am 44 years old
Total investment is 30000₹ in following funds
1) Quant small cap -3000₹
2) Axis small cap -3000₹
3) Motilal Oswal midcap -3000₹
4) Mahindra Manulife midcap -3000₹
5) Edelweiss midcap -3000₹
6) Parag Parikh flexicap -3000₹
7) ICICI flexicap -3000₹
8) Mahindra Manulife Multicap -3000₹
9) Kotak multicap -3000₹
10) Bandhan Sterling value -3000₹
Please give your valuable opinion regarding my mutual fund portfolio.
Thank you in advance Sir.
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