BEST MUTUAL FUND PORTFOLIO l PORTFOLIO REVIEW OF 4 UNIQUE PORTFOLIOS I MUTUAL FUNDS I HINDI I

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BEST MUTUAL FUND PORTFOLIO l PORTFOLIO REVIEW OF 4 UNIQUE PORTFOLIOS I MUTUAL FUNDS I HINDI I
#mutualfunds #portfolioreview #portfolioanalysis #phronesisinvestoracademy #paragparikhflexicapfund #nipponindiamutualfund #axissmallcapfund
I Dharmendra Singh Hindi I Phronesis Investor Academy Hindi I
#phronesisinvestoracademy #mutualfund #dharmendrasingh
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Mr. Dharmendra Kumar Singh is an AMFI Registered Mutual Fund Distributor.
Education: Mr. Singh is an Engineering Graduate and has done PGDM from K J Somaiya, Mumbai.
Experience: He has more than 16 Years of experience in Financial markets. He has worked in top Indian and foreign Banks and companies like Citibank, HDFC Bank, ICICI Bank and Darashaw & Co.Pvt.Ltd. in their respective investment advisory and wealth management teams.
Certifications :
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
NISM Series X-B: Investment Adviser (Level 2) Certification Examination
NISM-Series-XV: Research Analyst Certification Examination
NISM - Series - XXI - A : Portfolio Management Services (PMS) Distributors Certification
Certificate Course in Foreign Exchange (Indian Institute of Banking & Finance)
Licentiate Examination of the Insurance Instititute of India
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👉 Disclaimer ►
Information provided in this video is for educational purpose only. It is not intended to be taken as any financial or any other type of advice. These are not any recommendations for any mutual funds or stocks or any other investment and are meant only for educational purposes.
The following Video is based on research from various websites, books etc., and may include opinions of one or more persons who may not necessarily be a part of the Phronesis Investor Academy team. Dharmendra Kumar Singh and Phronesis Investor Academy team do not accept any responsibility or liability for the accuracy, content, completeness, legality or reliability of the information given in this video.
Mr. Dharmendra Kumar Singh is an AMFI-Registered Mutual Fund Distributor.
Stocks & Mutual funds investment are subject to market risk. Please read all scheme related documents carefully before investing.
Kindly seek advice from your investment adviser before investing. User discretion advised.

[@PhronesisInvestorAcademy]

Multiply Your Investment Knowledge with our Online Courses : 1.Live Class on Basics of Mutual Funds (25 May - 10 am to 12 pm) - Limited Seats. 2. Masters of Stock Investing (MSI Course) 3. Masters of Mutual Fund (MMF Course) Website Link - www.phronesisinvestor.in/s/store What's App No - 9035318500

[@Finaceonly]

सर प्लीज रिव्यु my पोर्टफोलियो मेरी उम्र 39 साल है हाई रिस्क ले सकता हु मैं कोई दिक्कत नहीं है मेरे पास 13 लाख है इमरजेंसी के लिए (1) Mahindra manulife mid cap fund 2 lakh lumsum 21000 sip month Mahindra manulife multicap fund 2 lakh lumsum 20000 sip (3) mahindra manulife small cap fund 2 lakh lumsum 25000 sip (4) parag parikh flexicap 2 lakh lumsum 36000 sip (5) nippon small cap 31000 sip (6) quant small cap 20000 sip सर मैं इन सारे फण्ड मे 8 साल तक sip करुँगा और उस के बाद भी इस को 8 साल तक इन्वेस्ट रहने दूंगा मेरा टारगेट 5 करोड़ है प्लीज जरूर जवाब दीजिएगा

[@ravianand1992]

Current SIP/month for 15+ years PPFC- 1.5 k Nippon small - 1 k Quant small- 1 K Quant mid - 1.5 K HDFC s&p index- 1 k Your opinion plz? * total 6 K/month SIP. Age 30 year Moderate to little aggressive investor. Note: investment started from last November. (Current XIRR: 28.65, total Return: 6.68%).

[@handlerxy]

Namaste Sir, I am Kedar Agate, my age is '35' and risk profile is 'moderate' first of all thank you for giving time to review the investors portfolio. I have following portfolio which is just started from past 3 months and NPS started just now. Please review the portfolio and let me know if any updates required. Total Portfolio sip per month Rs. 21000 Axis Nifty 50 index fund - Rs. 2000 Icici Prudential All seasons bond - Rs. 2000 UTI Nifty 500 value 50 index fund - Rs. 1000 HDFC Nifty Midcap 150 index fund - 2500 Nippon India Smallcap 250 index fund - 2500 NPS - Rs. 11000 (Manual Aggressive)

[@madhusudhanarao-or4nk]

Sir, which are the important parameters to review, to take a decision on investing in fund? Can you please make a video on this?

[@kuldeepsinghsolanki6809]

8:15 Sir please review my portfolio.Risk profile - Aggressive .Age-39. Investment horizon 15 years , Investing since 2022. 1 SBI small cap 2000 2 Quant small cap 1000 3 Sbi mid cap 2000 4 motilal midcap 2000 5 sbi contra 2000 6 hdfc large and mid cap 2000 -- Lic index plus(ulip policy, nifty 50) 3000 since 2024 -- Term insurance 1 cr -- Emergency fund 8-10 lac Kya kisi fund ko add/remove karna chahiye plz suggest.

[@kenankhalasi7658]

Sir apke har videos mai dekha tu apke sabhi videos se hame motivation mil raha or mai ek mutual fund investment ke sath NPS mai bhi invest karta hu to Mera apse ik request hai ki ap NPS par bhi ek video banao... thanks sir

[@rktripathi1223]

Good morning Dharmendra ji, request if you could please clarify and review on MF portfolio for retired govt senior citizen official in today’s talk: Lump sum Investment Amt: 40 lakh MF portfolio: 1. HDFC Balance Adv: 15 L 2. ICICI Equity & Debt: 15 L 3. Short term Debt fund: 5 L for 2 to 3 yrs requirement 4. Arbitrage Fund: 5 L for 1 to 2 yrs requirement This is in addition to the exiting accumulation/SIPs for Index 50 , Flexi Cap, Large & Mid Cap, Mid Cap and small Cap ( Total about 40 L). Risk profile: Moderate Age 62 Years Emergency fund available Purpose: Risk adjusted growth. Time horizon: 7 to 10 years Regards R K Tripathi

[@shailendrarai3082]

2nd portfolio me aggressive investor ji aap PPF 900 aur HDFC midcap ko 1000 kar lijiye.🙏

[@pranavbadar7817]

Sir, my age 40 I am in service. Risk profile is moderate . Today MF portfolio total investment 2.30L/market value 2.99L 1) Canara robeco Blue chip direct 4000/m 2) Parag Parikh flexi direct 4000/m 3) Mera asset elss Direct investment 28.49 K now SIP stop 4) PGIM midcap direct 1500/m 5) Canara robeco small Direct 1500/m 6) Kotak small Direct 2000/m Total SIP 13 K / month Please review my portfolio

[@DavinderSingh-ob2ds]

Sir Regular se Direct fund mein shift hone k advantage and disadvantage ki ek video bhi bnayi jaye in detail

[@srinivasavarma1864]

Please review my portfolio age 50 SIP for 12 years UTI Nifty 50 1000 Mirae asset large and mid cap 1000 SBI Small cap 1000 Nippon India small cap 1000

[@abhijtlaha2972]

dear sir, i am abhijit. Age-30 yrs. investment horizon-20 yrs. Risk profile -aggressive. sip amount 15k/month parag parikh flexi cap-5k motital oswal midcap-5k quant small-2.5k nippon small- 2.5k

[@S-ww9sj]

Sir, I am earning 18k pm, my total expenses are of 9k, I am investing in MF SIP 2000/pm as follow~ Large cap: 1) Nippon India large cap -200/pm 2) ICICI pru blue chip direct -200/pm Small cap: 1) Tata small cap -200/pm 2) Nippon small cap-200/pm 3)Axis small cap -200/pm Flexi cap: 1)Parag Parikh flexi cap -1000/pm My risk appetite is moderate and want to achieve maximum benefit. Kuch change krna padega ya yesehi chalane du sir ye SIP

[@AkbarShaikhOfficial1109]

Thank you sir for reviewing my portfolio and giving honest feedback and suggestion. I have already worked on market cap allocation of each fund and based on my total corpus value, Large cap exposure is 48 % , Midcap exposure is 33%, Small cap exposure is 14% and rest 5% either in debt or in cash with funds as per their strategy. Usually, I do Lumpsum in large cap weighted fund during any market corrections. I will make sure that my allocation in large fund should cross 50% in coming future and will try to increase gradually. I have already done my risk profiling with an online platform. My emergency fund is parked in FD. Thanks and regards Shaikh Akbar

[@PhronesisInvestorAcademy]

Always welcome, do share this channel videos to your friends so that everyone get benefited.

[@02CR]

Sir please review my portfolio Nippon India small cap Tata small cap fund Hdfc mid cap fun Motilal Oswal Midcap Fund Prag Parikh flexi cap fund I have done 1st sip in those fund 1k each for long term Please guide me regarding any fund change thank you I want to add one more fund could u please suggest

[@malaykumarchakraborty7904]

Sir Mera portfolio review kar dijiye .. me Jada risk nehi Lena chati hu ... 1. ICICI prudential S P bse sensex index fund 500 2 . TATA small cap fund 200 Isse Jada abhi mere pass PESA nahi hai.. badme hoga to me baraunga. 🙏 Investment time 33 years.. Thank you Sir 🙏

[@junaidshaikh2357]

Sir review my portfolio:- SIP for 8 to 10 years HDFC Multicap fund- 1500rs Motilal Oswal mid cap fund- 1500rs Asix nifty midcap 50 index- 1500rs Quant small cap fund- 2000rs Tata small cap fund- 2000rs (Every year 10% top up of SIP) Plz give your suggestion and is there for any change or addition

[@RKPatelVlogs]

Sir mera portfolio review kijiye !my age 33Y, mene abhi 15 day pahle hi mutual fund start kiya he, mere portfolio me kya koi change karna sahiye ? My Target 10-12 yesrs !👇👇 Total=20k Monthly SIP Quant small cap=4000 Nippon india small cap=4500 Parag Parik Flexi Cap=5000 Motilal Oswal Mid cap=3500 HDFC Mid cap Opportunity=3000 Kya mujhe abhi Or kisi Fund ko ko add karne ke liye 1 or index fund ya larg cap fund Ya or koi dusra small fund add karna sahiye ? Video me reply jarur kijiyega sir !

[@asusaslk9404]

Sir i m Ashok solanki age 39 Investment horizon - 10 To 15 years Risk profile - Aggressive inverter My portfolio (2000 per month sip) Parag parikh flexi cap (2000) Quant flexi cap (2000) Bandhan small cap (2000) Quant small cap (2000) Quant momentum fund (2000) Me Investment start kar raha hu abhi August 2024 mai.. To ye mutual fund sahi hai..? Mere portfolio me .? Or agar change karna ho to kaha pe change karu.. Plz sir answer...

[@MukeshKumar-wg1zo]

Sir good evening mera potfolio review kijiye sir 10 to 15 year moderate invester 1 एक्सिस स्मॉलकैप फंड 2500 (2) एचडीएफसी रिटायरमेंट सेविंग फंड 2500 (3) मिराए ऐसेट इमर्जिंग ब्लूचिप फंड 1000 (4)ssy me 1000 ( 5) एसबीआई लाइफ इंश्योरेंस 3000 (6)NPS me 1300000 hai sir Mai ek CAPF me hu or hame kya Lena chahiye please tel me

[@EntertainmentZone2023]

Kindly review my Portfolio... Paragh Parikh Flexi cap. 1000 Tata Digital Fund sectorial 1000 Uti nifty fifty index fund. 1000 Hdfc large and mid cap. 3000 Nippon india small cap. 2000 Sbi small cap fund. 2000

[@sharaddev3509]

large cap growth fund -require to know

[@PhronesisInvestorAcademy]

we will try to published a detailed video on this topic

[@TY-lu9cc]

Hello Sir, I am T. Yadav. I am 50 years old. I haven't invested in any mutual fund. I have an investment in FD and PPF. I would like to invest in mutual funds. Please suggest me mutual funds. As I am FD investor I would consider myself as conservative investor.

[@jsm2755]

Thank you sir Mr finance advisor 🎉🎉

[@PhronesisInvestorAcademy]

Most welcome 🙂

[@dhananjayamistry7035]

Sir age 48 hai retirement Tak konsa fund achha hoga . Kam risk Aur 4000 per month

[@InsightsTrade]

Sir 6 lakh lumpsum invest karna chahta hu 20 se 25 saal ke liye kis fund me aur kitna invest kru

[@SanthoshKumar-zx9yj]

Very nice program sir

[@PhronesisInvestorAcademy]

Thank you 🙂

[@alfansabio5155]

Namaste sir🙏🏼 please review my portfolio Iam 43 years. Iam invested 20 L Lumsum. My fire No is 1 crore Nippon India growth Fund-5L PPFC Fund-1L Quant ELSS Tax Saver Fund-2 L Quant Large and Midcap-2L Quant Small-5L Mirae Asset Nifty small cap 250 momentum quality 100 ETF-5L

[@JavedAkhtar-k7y]

Hay sait

[@subhammondal2832]

Is it suitable hdfc defense fund for long term (10-15 years).....

[@PhronesisInvestorAcademy]

Please watch our detailed video on Defence mutual funds.

[@JPSingh-zv8jf]

Plz review my portfolio for next 20 Parag Parikh flexi cap 3000 Sbi magnum mid cap 3500 Quant active fund 4000 Canera Robeco small cap fund 2500 Risk: moderate... Emergency Fund : FD (HDFC BANK)

[@DarshSharma2021]

Sir mera nam Praveen hai Risk profile aggressive Govt. Job kr rha hu Salary 55000 Investment Mirae asset elss fund approximately 1.5 year se 12500 Gpf 6000 per month from a year Nayi investment krne ki soch rha hu sir Motilal Oswal mid cap fund 10000 for 15 years( for child education ) ICICI prudential bluechip fund 3000 Parag Parikh flexi cap 3000 Nippon India small cap 3000 Kya ye investment theek rhegi sir km se km 10 years k liye isme koi or fund add Krna ho to kon sa Krna chahiye . Ya kisi fund ko nikalna ho to kon sa nikale . Abi investment shuru nhi ki h sir . Aage krni hai

[@DarshSharma2021]

Age 33 years sir

[@DarshSharma2021]

Elss fund me investment ko 12500 se 7000 Krna chahta hu sir . Kyu ki gpf me 6000 dal hi rha hu to tax benefit k liye 7 000 investment kafi lg rha hai . Kya ye sahi hoga sir

[@DarshSharma2021]

Nippon India small cap lena theek hai sir ya quant small cap

[@dhavalshah5949]

Fund Name Core Funds JM Flexicap Dir-G (Expence Ratio: 0.48%, Allocation: 10.00%) ICICI Pru Dividend Yield Equity Dir-G (Expence Ratio: 0.51%, Allocation: 10.00%) Edelweiss Nifty Next 50 Index Dir-G (Expence Ratio: 0.09%, Allocation: 10.00%) Navi Nifty Midcap 150 Index Dir-G (Expence Ratio: 0.10%, Allocation: 8.00%) Axis Nifty Smallcap 50 Index Dir-G (Expence Ratio: 0.25%, Allocation: 7.00%) Total Core - 45.00% Satellite Funds (Large & Mid Cap) HDFC Mid-Cap Opportunities Dir-G (Expence Ratio: 0.77%, Allocation: 8.00%) Bandhan Nifty200 Momentum 30 Index Dir-G (Expence Ratio: 0.42%, Allocation: 8.00%) Edelweiss Nifty Midcap150 Momentum 50 Index Dir-G (Expence Ratio: 0.35%, Allocation: 8.00%) Total Satellite (Large & Mid Cap) - 24.00% Satellite Funds (Sectoral / Thematic) Kotak Infrastructure and Economic Reform Dir-G (Expence Ratio: 0.68%, Allocation: 8.00%) DSP T.I.G.E.R. Dir-G (Expence Ratio: 1.07%, Allocation: 8.00%) ICICI Pru Manufacturing Dir-G (Expence Ratio: 0.69%, Allocation: 8.00%) Total Satellite (Sectoral / Thematic) 24.00% Satellite Funds (Small Cap) Nippon India Small Cap Dir-G (Expence Ratio: 0.68%, Allocation: 7.00%) Total Satellite (Small Cap) - 7.00% Grand Total 100.00% /// Is This Good Portfolio? Is Portfolio Is Well Structured & Diversified? Note: As India Is Growing Economy & Hence We Are Betting On Infrastructure & Manufacturing Sectors. In A Growing Economy, Every Business Requires Infrastructure & Manufacturing For Their Operations, This Is My Belief... Time Horizon: Not Sure But Min 10 - 15 Years. Total SIP Amount 20K. + 10% Stepup Every Year Risk Profile: Modrate Risk. Please Review & Reply

[@shrikantmohite300]

Hello sir, please review my portfolio, horizon 15 to 20 yrs(aggressive) ICICI Pru Value Discovery Fund - Rs. 2000 PM Parag Parikh Flexi Cap Fund - Rs. 2000 PM Motilal Oswal Midcap Fund - Rs. 1500 PM Kotak Emerging Equity Fund - Rs. 1500 PM DSP Small Cap Fund - Rs. 1500 PM Quant Small Cap Fund - Rs. 1500 PM Edelweiss US Technology FOF - Rs. 1500 PM

[@shatabdidas4734]

I want sir

[@mukharroy1775]

My name is Roy, age 28. please review my portfolio, Risk P - moderate, 8 to 10 years (sip till 5 years only, after hold) started this months ago. Sbi nifty 50- 20000 sip Sbi contra - 20000 sip Parag flexi cap - 20000 sip Icici Pru Mid cap - 10000 sip Sbi small cap - 10000 sip Thanks anyway

[@venkateshparsewar6188]

Please review my portfolio sir my age 42 years investment 15 years Nippon india small cap 2500 Quant small cap 2500 Motilal oswal mid cap 2500 HDTV mid cap 2500 Parag parekh flaxi cap 2500 Quant flaxi cap 2500

[@NAG_UMA]

Good funds you are holding

[@krithickk758]

Hello sir, Risk profile: Aggressive invester, Very high, Age:23, investment horizon more than 15-20yrs as long as i can hold then move to swp PPFAS flexi cap(large cap) : 2000 JM flexi cap : 2000 Quant quantamental fund: 2000 Kotak infrastructure & economic reforms: 2000 Mirae asset Nifty 400 midsmall momentum quality 100: 1000 Uti nifty 500 value 50: 1000 Monthly investment will be in this ratio. step-up for long term Mine main motive is to give as much as flexibility to fund manager -PPFAS is good solid large cup for less volatility (

[@EntertainmentZone2023]

Kindly review my Portfolio... Age 34 , Risk profile:- aggressive, investment horization 20-25 yrs Investment as since 2023 Paragh Parikh Flexi cap. 1000 Tata Digital Fund sectorial 1000 Uti nifty fifty index fund. 1000 Hdfc large and mid cap. 3000 Nippon india small cap. 2000 Sbi small cap fund. 2000

[@EntertainmentZone2023]

Kindly review my Portfolio... Age 34 , Risk profile:- aggressive, investment horization 20-25 yrs Investment as since 2023 (Per month investment) Paragh Parikh Flexi cap. 1000 Tata Digital Fund sectorial 1000 Uti nifty fifty index fund. 1000 Hdfc large and mid cap. 3000 Nippon india small cap. 2000 Sbi small cap fund. 2000

[@rajadutta2253]

Kaushik Dutta, age 39, investment time 15 years Aggressive investor Icici bluechip fund 3000/ month Sbi large and midcap fund 2000/month Hdfc midcap fund 3000/month Sbi smallcap fund 3000/month

[@EntertainmentZone2023]

Kindly review my Portfolio... Age 34 , Risk profile:- aggressive, investment horization 20-25 yrs Investment as since 2023 Paragh Parikh Flexi cap. 1000 Tata Digital Fund sectorial 1000 Uti nifty fifty index fund. 1000 Hdfc large and mid cap. 3000 Nippon india small cap. 2000 Sbi small cap fund. 2000