Before you Invest with Lumpsum in Mutual Fund | How to invest Lumpsum in Mutual Fund

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  • Опубліковано 7 січ 2025

КОМЕНТАРІ • 346

  • @YourEverydayGuide
    @YourEverydayGuide  2 роки тому +39

    Lumpsum investments are most risky investment so make sure you do it very patiently by following correct process.
    -------------------------------------------------------------------
    For any investing help, send your query at:
    🌐 youreverydayguide.in/
    -------------------------------------------------------------------
    🔴 Correction: All Weather Investing smallcase was launched in March 2018 but the data/graph before 2018 shown is as per market performance (which is nearly accurate).
    CORRECTION CREDIT: Neeraj Kumar
    Thanks for watching!!
    SUBSCRIBE to receive future video updates.

    • @prashantbaisoya1497
      @prashantbaisoya1497 Рік тому

      if i invest my Lumpsum amount by 24 month sip in index fund is it 100% safe

    • @thems1_
      @thems1_ Рік тому

      Sir nifty bees pr video bnaye!🙏🏼

    • @bhumikayagnik5214
      @bhumikayagnik5214 Рік тому

      Same my value too less in tata digital fund

    • @MrRonyabc
      @MrRonyabc 5 місяців тому

      @YourEverydayGuide Why all weather smallcase and not some BAF? 10:13

    • @SukantaSharma
      @SukantaSharma 4 місяці тому

      Could you share your thoughts on ET Money Genius? Is rebalancing a portfolio on a monthly basis truly beneficial? I'm particularly curious about their strategy, which suggests investing solely in index funds across large, mid, and small caps. While I agree that index funds are great for large caps, is the same true for mid or small caps, compared to actively managed funds in those categories? I'm aiming to invest in a goal-based manner, so as I get closer to my goal, I want to ensure my allocations shift toward more stable assets.

  • @Nitya_Cute_Pari
    @Nitya_Cute_Pari 2 роки тому +5

    First youtuber on this topic in simple way . Thanks alot.

  • @GopalVakil
    @GopalVakil 2 роки тому +8

    Your style and honesty is incredible. Speed though a bit fast but covers lots of information; i have not found such subtle and truthful information anywhere. First time I understood STP. You will be on top very soon because others have selfish hidden agenda
    God bless you

  • @ashishranjansingh
    @ashishranjansingh 2 роки тому +6

    You talk only essential things 👍👍...no bakwaas , only Gyan.....keep it up... good luck

  • @sushamamagar1965
    @sushamamagar1965 2 роки тому +3

    Sir,you suggested best options.I didn’t know this strategy before.I listened so many you tube tube videos on this topic,but nobody suggested this strategy.Thanks a lot sir.

  • @anandzenith
    @anandzenith 2 роки тому +25

    The moment you said "Smallcase" i lost interest. Small case keeps rebalancing at random, without explaining the thought process behind it. Then there is a cost of charges dues to sale and purcase of stocks and relevant taxes also. I also noticed the charges are not transparent. Rather invest in Index fund straight away as a 6 month or 12 month SIP and avoid such charges as well.

    • @SahuLucky7
      @SahuLucky7 13 днів тому

      I'm a beginner what should i do to invest in mutual funds?

  • @Rakeshmonster
    @Rakeshmonster 2 роки тому

    अब तक कि सबसे बढ़िया जानकारी मुझे आपसे मिला आपका बहोत बहोत धन्यवाद डियर सर

  • @ajayshastri893
    @ajayshastri893 7 місяців тому

    I think he’s the only person that can breakdown the investment so easily to the people.. even a 10th std kid can get started with investing right away.. no nonsense talks on politics and other useless stuff.. thank you bhai 🙏

  • @akhilgoel7354
    @akhilgoel7354 8 місяців тому +3

    First 50% in Liquid fund - invest as SIP over 6 months
    Second 50% : All weather investing Smallcase (gold, equity, debt)

  • @HKB108
    @HKB108 2 роки тому

    I was thinking about where to keep my extra money, now found your video, got my confusion cleared.

  • @bhavinparekh8802
    @bhavinparekh8802 10 місяців тому +1

    I got perfect knowledge on perfect time as I have huge lum sum so I am going to follow your advise

  • @razi384
    @razi384 2 роки тому +2

    Best Idea...best video for Lumpsum amount investment... Thankyou

  • @BhupinderSingh-vu2eo
    @BhupinderSingh-vu2eo 2 роки тому +1

    You are going to grow Faster than anyone else.

  • @mayaverma5686
    @mayaverma5686 11 місяців тому +1

    Great job sir,nicely explained please guide us . Keep it up😊

  • @RaviSharma-oi1ye
    @RaviSharma-oi1ye 2 роки тому +5

    You talk so logically and point to point
    Keep you the good work 👍

    • @RaviSharma-oi1ye
      @RaviSharma-oi1ye 2 роки тому +1

      Can we buy equity MF manually periodically just like manual SIP
      When we think Market is low we buy some NAV in our fund and repeat like that instead of doing normal SIP?

    • @SIPKing-w4f
      @SIPKing-w4f 5 місяців тому

      Yes ofcourse ​@@RaviSharma-oi1ye

  • @naginapandit9940
    @naginapandit9940 8 місяців тому

    Final doubt aapka vedio dekhne ke bad clear ho jaata thanks sir

  • @manjunathkulkarni1104
    @manjunathkulkarni1104 2 роки тому +1

    Beautifully explained d game of lump sum investment...thanx Ranjanji

  • @raviprajapati7195
    @raviprajapati7195 2 роки тому +1

    And congratulations your subscriber increasing day by day 🤝🤝

  • @neeraj_dama
    @neeraj_dama 2 роки тому +2

    7:42 little bit incorrect information... ye small case 2018 or 2019 mai start hua tha.. jahan LAUNCH ka icon dikh raha hai.. aur uske previous vala data SIMULATION hai

    • @YourEverydayGuide
      @YourEverydayGuide  2 роки тому +2

      Thank you for correction. I will update in my comments.

  • @vindhyapriyagopal4567
    @vindhyapriyagopal4567 2 роки тому +2

    Sir what is all wheather investing? I never heard about it.

  • @mr.engineer3843
    @mr.engineer3843 2 роки тому +2

    Good job keep going very soon your subscriber become 100k with in this end of month ..... ⏳️

  • @kirtigupta4485
    @kirtigupta4485 7 місяців тому

    Your content is really well explained. Amazing video ❤

  • @pankajkumar-nw8bf
    @pankajkumar-nw8bf 2 роки тому +24

    Sir, ek vedio Tata digital india fund k bare me banaiye.. Or Angel one me kaise mutual fund buy kare or kaise same day NAV le.. iske bare me suggest kare.. aapki vedio bahut achhe se samjh aati hai.. Thank u..So much.

    • @kanaiyakhatik8590
      @kanaiyakhatik8590 2 роки тому

      Ok sip tata

    • @jeetraj4646
      @jeetraj4646 2 роки тому

      Angle not provide direct plan growth

    • @MahiDigitalStudio7
      @MahiDigitalStudio7 Рік тому +2

      Angel one me direct plan nahi hai Grow aapp is best for mutual fund investment

    • @MrAmit2808
      @MrAmit2808 Рік тому

      Mene is fund m ek sal se uper invest kiye huye ho gaya abhi b negative m chal ra h

    • @premkumarverma8478
      @premkumarverma8478 Рік тому

      Does a/c of allweather will open.?

  • @__________ran
    @__________ran 2 роки тому +2

    Sir I like your channel coz you explain so nice. You are the best undoubtedly the best.... Keep it up.... You can include more variety of money instruments for your viewers.... Best of luck

  • @devendrakumarchaudhary663
    @devendrakumarchaudhary663 2 роки тому +6

    Your words are very clear and way of illustrating is very nice.

  • @RahulKumar-n7b3e
    @RahulKumar-n7b3e 7 місяців тому

    I support you ❤...Thank you so much for sharing such informative contents 😊

  • @sudiptamandal1661
    @sudiptamandal1661 2 роки тому +1

    6th of january 2023 I switch sbi bluechip regular plan to sbi bluechip direct plan. So shall I redeem my money or continue with the direct plan?

  • @aboutrunninggear4124
    @aboutrunninggear4124 2 роки тому +1

    Bhai aapko gahan gyaan h 👍👍👍👍🙏🏻🙏🏻🙏🏻🙏🏻🙏🏻

  • @JigneshMakwana5785
    @JigneshMakwana5785 2 роки тому +6

    Most markets go up most of the time. Study suggests lumpsum is the best option for the newcomers joined recently in stock market party. As per Indian context, newcomers' equity exposure is nearly zero, they can increase their exposure dramatically. The best time to invest is today. In India, Bear market lasts barely 8 months average and rest of the time its running like mad bull. Reference: Chapter 13 of JUST KEEP BUYING by author Nick Maggiulli.

    • @Greenbhindi
      @Greenbhindi Рік тому

      Exactly thats what I was thinking ..

    • @rimurutempest2130
      @rimurutempest2130 11 місяців тому

      So for lumpsum what is your suggestion , invest those every month ?

  • @alextobey1425
    @alextobey1425 3 місяці тому

    keep it up , informative, well explained

  • @shankar5849
    @shankar5849 Місяць тому

    Very well explained concept. Thanks

  • @veereshs6292
    @veereshs6292 5 місяців тому

    Sir, excellent analysis on most of your videos, may God bless you,And in turn us , Thanks for showing us insight of MFs

  • @truestories305
    @truestories305 8 місяців тому

    That's awesome, you just added a new subscriber.. Thank you for the great advice.

  • @ajayjavalkar
    @ajayjavalkar 2 роки тому +1

    Hi If I invest in small weather around 10L and after 2 years if I invest Liquid MF.. What the difference?

  • @panpohwangsu135
    @panpohwangsu135 8 місяців тому

    it has been very useful for me sir thanks to you for creating this kind of videos

  • @Abhishek-lz5uy
    @Abhishek-lz5uy 2 роки тому +1

    It's manual SIP. nice strategy bro.

  • @kamalbhandary6470
    @kamalbhandary6470 7 місяців тому

    Bahut badiya idia diya hai aap ne...thank u ...

  • @premkumarverma8478
    @premkumarverma8478 2 роки тому +1

    Sir but How can we put the amt of 2.40lac in liquid fund and allweather. small case from keeping us. at a time.?

  • @TechnoTrace
    @TechnoTrace 2 роки тому +3

    Awesome explanation sirji, you've quite the knowledge which you're sharing with new investors like me. I'm very glad to have found you and now I'm slowly but continuously moving towards a better future of myself because I choose investing. You know I had opened demat account with Zerodha 3 years ago with 300 RS Fees and I had no idea until recently about how I should sirji. I'm quite a beginner and had no knowledge so, I don't take risk without knowing anything and now I'm pretty sure about what I'm investing.
    It's all your THANKS Sirji.... DIL SE SIR🙏🙏🙏

  • @TheLenita777
    @TheLenita777 2 роки тому +1

    Mr. Ranjan how many demat accounts can be linked in Teji Mandi

  • @amit673
    @amit673 Рік тому

    Great content, indeed finance related knowledge can grow by watching your videos, please keep up the good sir

  • @sukhjindersingh3569
    @sukhjindersingh3569 2 роки тому +1

    Well explained🙏😇
    It's help many people to invest in right way🤗
    Finally subscribed you🤗

  • @dineshpawar9033
    @dineshpawar9033 9 місяців тому +4

    Kisi fund mai sip chalu hai or market girne lage to hume llumsup amount dalke avg kr skty hai naa ?????

  • @jeetpareek
    @jeetpareek 2 роки тому +3

    Park hi karna hai toh fd aur saving account thik hai. Fd interest per waise bhi tax nahi lagega jab tak wo ek limit se jyada nahi hoga

    • @MrShivrajansingh
      @MrShivrajansingh 4 місяці тому

      I would suggest post office time deposit or NSC

  • @ankit7323
    @ankit7323 2 роки тому +1

    Navi Flexi Cap Fund - 350
    Axis Flexi Cap Fund - 350
    Tata Small Cap Fund -250
    Tata Digital India Fund - 300
    SBI Small Cap Fund -500
    30year k liye ye 5 kaisa rahega sir long term investment mai ?

  • @qutubb4207
    @qutubb4207 2 роки тому +4

    Sir is there alternative of All weather investing where instead of multiple ETF we invest in one ETF. So instruments are less but we get same benefits?

    • @coldstone87
      @coldstone87 2 роки тому

      Khud daal le etf me kaun mana kar raha hai

  • @ajayagarwal4036
    @ajayagarwal4036 2 роки тому +1

    All weather investing small case aur Hybrid Fund me kya farak he.

  • @riteshdubey1303
    @riteshdubey1303 9 місяців тому

    Very knowledgeable series 👍

  • @sukhjindersingh3569
    @sukhjindersingh3569 Рік тому +1

    You're the guidance ❤

  • @umangjain933
    @umangjain933 2 роки тому +1

    What is the difference between Multi-Asset mutual fund & all weather investing ?

  • @josesamuel6781
    @josesamuel6781 2 роки тому +3

    The information and the idea was great. One query- How to withdraw stepwise amount from smallcase. Can we do ‘Redeem’ like mutual funds?

  • @vikramsinghpanwar585
    @vikramsinghpanwar585 2 роки тому

    Thank you sir aap ne bahut saare dout clear kiye h......

  • @kaverirane3639
    @kaverirane3639 Рік тому +1

    Very good and fair explanation sir

  • @SAGNIKPANDDITT
    @SAGNIKPANDDITT Рік тому

    Thank you Soo much sir for this video with detailed explanation in a very simply way🙏

  • @modelschool2013
    @modelschool2013 Рік тому +1

    YOUR INFORMATION IS REALLY REALISTIC AND HONEST. MAY GOD BLESS YOU AND BE LIKE THIS.
    Suscribed your channel.

  • @technicalbro4509
    @technicalbro4509 2 роки тому +1

    Sir me first time sip suru karna chahta hu TATA DIGITAL INDIA FUND DYRECT GROWTH kesa rahega 1000 rupay per month ki sip

  • @noelrana3814
    @noelrana3814 10 місяців тому

    Sir , would you a suggest a lumpsum in an hybrid fund at this time since yhe market is high?

  • @raviprajapati7195
    @raviprajapati7195 2 роки тому

    Bhot badiya guru ji👍👍👍

  • @adv.sanjay.1037
    @adv.sanjay.1037 2 роки тому +1

    Very nice 👍 video..
    Sir You please suggest the right market level to invest lumsum in mutual funds..🙏🙏

  • @PardeepSingh-bk5hl
    @PardeepSingh-bk5hl 2 роки тому

    Simple and best way forlumpsup investment.

  • @Servenifer
    @Servenifer Рік тому +2

    Sir Maine 1lakh sbi contra me invest Kiya Hai lumaump to kya ise Vapas GA sip me convert Kar sakte Hai abi ek mahina bhi nhi hua Hai , amount 1lakh 2000 ho gyani hai

    • @ashishj660
      @ashishj660 3 місяці тому

      First withdraw all your money and reinvest in SIP.

  • @jeminrudatala780
    @jeminrudatala780 2 роки тому

    Sir konse platform pe invest kare or har platform ko le kar ak comparison ka video banaiye jeseki zirodh, angelone, grow,... Etc. Please🙏

  • @ishanjoy
    @ishanjoy 2 роки тому

    Hello sir video bhale long ho, par aap ke pahle ke videos jese slow speed audio sahi hai....😊

  • @premkumarverma8478
    @premkumarverma8478 2 роки тому

    Weather a Dmate A/c is necessary to process it.?

  • @CivilEngineeringMCQs
    @CivilEngineeringMCQs 2 роки тому

    I hv a question,,,I save money for investment when market is low in mp, but the problem is, I invest money through app when market is low but the apps takes two days to invest in mp, but within two days market going sane position and my money didn't invest when market id low,,,what is the way...?

  • @arupratanchakrabarti7998
    @arupratanchakrabarti7998 2 роки тому +1

    How to trust smallcase? Got one app..... Smallcase. Should we log in? Is it possible to get smallcase through groww or any other such app? Please let me know.

  • @lakshmikanth93
    @lakshmikanth93 2 роки тому +1

    Thanks dear sir. Loved your energy.

  • @AnkushJ6865
    @AnkushJ6865 8 місяців тому

    Kitni preparation lgti hogi sir.. bohot bdiya🙏🏻🙏🏻🙏🏻

  • @Sachidananda02
    @Sachidananda02 2 роки тому

    Thanks sir. Pls make a video on All weather small case options.

  • @kunaldev1257
    @kunaldev1257 Рік тому +1

    agar lumpsum dal rehe ho vo bhi 25,30,40 saal ke liye.............. to kabhi bhi lele. aur bhul jao 40 saal tak. bus retirement me khol ke dekh na. kyu ki long term me nifty ne upar hi jani hai.

    • @ashishj660
      @ashishj660 3 місяці тому

      25,30,40 nahi bhai agar 5-10 saal ke liye bhi daal rahe toh bhi koi dikkat nahi hai ,bear market jyada se jyada 4-5 mahine hi rehti hai

  • @As-sw6xw
    @As-sw6xw 26 днів тому

    I started SIP by mistake in ELSS fund and i stoped the SIP and try to redeem but it is showing sell.lumpsum so that means is it will not deduct payment from my account on monthly basis ? Or can stop ELSS sip permanently?

  • @VK_2002
    @VK_2002 2 роки тому +2

    Thanks for the informative video. But I have one doubt, what if in case of big lumpsum like say 10L coz in that case division by 6 also will give high amount right?

    • @pritipandya3870
      @pritipandya3870 Рік тому

      Yeah.. True, I think in that case divide in 12 parts.. Basically you calculate your own that in how much time you want your all money in main stream- equity. Like sometimes bull Run goes or sometime bare Or sideways... Accordingly we can move

  • @sushilmandal
    @sushilmandal 2 роки тому +1

    50000 Rs. Lumpsum Invest karna hai 2-3 funds me (Total around 1 to 1.5 Lacks)
    for 3 Yrs. Please advise

  • @malinidhir
    @malinidhir Рік тому

    V nicely explained. Thanks 👏

  • @vasantize
    @vasantize 2 роки тому

    Small case is bad for investing bcz too much taxes fees we have to pay in that.. For every time balancing of portfolio have to pay fees/taxes ultimately your retern going to reduce

  • @dineshchandrayadav1618
    @dineshchandrayadav1618 4 місяці тому

    Please make video about systemic withdrawal plan investment plan

  • @Sachinkumar-wu5tr
    @Sachinkumar-wu5tr 2 роки тому

    GREAT INFO. Brother , Thanks

  • @maheshwaikar3311
    @maheshwaikar3311 4 місяці тому

    How tax liability handled in this case ? Is this sell and buy stocks

  • @sheelkumar8397
    @sheelkumar8397 2 роки тому +1

    Is initial investment in SIP is refundable

  • @shivkumarmaurya8818
    @shivkumarmaurya8818 2 роки тому

    Sir grow app se direct investment 20 yrs ke liye kar sakte hai ya bank me jakar karna hoga

  • @sudiptamandal1661
    @sudiptamandal1661 2 роки тому

    shall i redeem my money because I just switch sbi bluechipfund regular to sbi bluechip fund direct plan?

  • @laxmisharma9721
    @laxmisharma9721 2 роки тому

    Sir Namashkar maine mutual fund me paise lgaye thee Three years k liye mere ko bhut acha benefit mila but abi three years wala mutual fund nhi hai sare five year k liye hai but maine three year wale pr he invest krna pls mere ko sahi suggestion digiye

  • @ajaykewlani4124
    @ajaykewlani4124 Рік тому +1

    Sir namaste,mere paas ek lump sum amount hai jo mera life time hard earned money hai,par mujhe yeh samajh nahi aa raha ki main kahan invest karun jisse mujhe ek pension ki tarha monthly income milti rahe.
    Main apke videos se bohot inspired hun, pls help ur reply will be very helpful...

  • @nitinrathore3414
    @nitinrathore3414 2 роки тому +6

    Sir, I have to invest 1 lac in ELSS before 31 March to save tax by claiming section 80C. I won't look at it for five years atleast. Do you think still it is risky. Unfortunately I couldn't invest through SIP earlier in the financial year. Your videos are really helpful and on point always.

    • @neeraj_dama
      @neeraj_dama 2 роки тому +2

      even i am in same situation.. iam thinking to do lumpsum in elss.. because there's no option.. i will plan properly from april

    • @nitinrathore3414
      @nitinrathore3414 2 роки тому +1

      @@neeraj_dama Yes brother. Because all other options like ppf and nps are for long term and have a lot of restrictions. Hence I am considering to invest in ELSS only; will invest the whole amount dividing in best 4 Funds to minimize the risk.

    • @YourEverydayGuide
      @YourEverydayGuide  2 роки тому +11

      No problem you still have 6 weeks. So invest 1,00,000/6 (nearly 16K) every week to average out what can be done.
      From April onwards start your SIP.

  • @MP-lb1bv
    @MP-lb1bv 6 місяців тому

    Liquid fund par tax lagega jitni redemption hogi uske upar..is it then effective strategy?

  • @praviningale4560
    @praviningale4560 2 роки тому +7

    Great video!..always been your fan :)
    As far as I have understood Smallcase, even if a particular smallcase gives a return of say 12%, there are few costs that we should consider.
    15% STCG + 1-2% Transaction charges + 7% inflation = 23% (approx)
    So in actual, in order for one to gain "return", the smallcase should at least yield a return of min 30%
    I am happy to know your thoughts on this :))

  • @akshaykumarbothare3467
    @akshaykumarbothare3467 Рік тому

    SIP or lumpsum which is best for 15 yrs investment

  • @harshaldeshpande2340
    @harshaldeshpande2340 2 роки тому +1

    Well explained 👌

  • @amit673
    @amit673 Рік тому

    Sir, one request, please make a video on Growpital if possible. Thank you in advance..

  • @rupeshkumarsaw8146
    @rupeshkumarsaw8146 5 місяців тому

    sir small cap or liqued fund ke profit mai kitna percentage tax dena hoga?

  • @harishkalda5288
    @harishkalda5288 2 роки тому

    Plz make DETAIL video on "ALL WEATHER INVESTING ".......

  • @bhaisahabff4
    @bhaisahabff4 2 роки тому

    Small case me long term ke liye sip konsa karein aur kaise karein aur small case ke upar full details vdo banaye.

  • @joysonfernandes7359
    @joysonfernandes7359 Рік тому

    Considering the Navi Nifty 50 mutual fund with a current investment of 33k, is it advisable to switch the entire amount to ICICI Prudential Nifty 50 Index in a lump sum?

  • @souvickbiswas1050
    @souvickbiswas1050 5 місяців тому

    Very nice method you have suggested

  • @riteshsahu8611
    @riteshsahu8611 7 місяців тому

    Sir SBI automative nfo main 15 year k liye lumsum kar sakta hu
    Ya Jo best ho pls help

  • @subhankarkanungo8373
    @subhankarkanungo8373 Рік тому

    aur aye multi asset allocation se strategically alag kaise hain fir?

  • @sudiptamandal1661
    @sudiptamandal1661 2 роки тому

    245000 /- I switced to sbi bluechip fund direct from sbi bluchip fund regular. So now what shall I do? Please help me out.

  • @subhankarkanungo8373
    @subhankarkanungo8373 Рік тому

    smallcase normal etf se alag kuch return dega kya sir?

  • @prabhakardungdung1042
    @prabhakardungdung1042 Рік тому

    What about lumpsum in long term i.e. 15 or 20 years ?

  • @neerajkhanduri2860
    @neerajkhanduri2860 2 роки тому +2

    120000 ka jo part liquid fund me daala hai, rather transfer that to niyox bank account , you will get 7% interest on saving account with guarantee of 5L from Govt. Also you can withdraw anytime without risk😅(and without any fees of course)
    2nd part jo 120000 ka hai usko usdt me transfer karke NEXO ya Anchor Protocol me daal do.. return milenge (NEXO me 12% and ANC me 18%) with around 0% risk..
    Learn more about usdt on youtube

    • @divyaanshsingh5556
      @divyaanshsingh5556 2 роки тому +1

      Bhai thoda explain karo

    • @neerajkhanduri2860
      @neerajkhanduri2860 2 роки тому

      @@divyaanshsingh5556 bhai jo paise liquid fund me daalne ko bola gaya hai.. is fund ko niyox ke saving account me daal do.. 7% fixed return milega without worry 🙂

    • @AYUSHCH164
      @AYUSHCH164 Рік тому

      Bhai yaar ek baat batau aap Mene Jese 1 lakh rupay lump sump krdie kisi bhi mutual fund main Aur Wo Mujhe agle saal nikal ne hain to agr us samay market down hoga to Wo 1 lakh bhi ni milenge?? Wo to no of units pe depend krega na ki uski nav kiti hogi us waqt?.