How many funds should you hold - Brief

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Value Research

Value Research

Күн бұрын

Пікірлер: 44
@sanjibdebnath3834
@sanjibdebnath3834 4 жыл бұрын
7:23 ...thanks me letter 😀😀😀
@attri5409
@attri5409 2 жыл бұрын
Quant active fund - 2000 Canara robeco small cap - 2000 Edelweiss mid cap - 2000 Time horizon 22 yr Annually step up - 10%
@mail2vj574
@mail2vj574 5 жыл бұрын
7:23
@theawkwardcurrypot9556
@theawkwardcurrypot9556 3 жыл бұрын
Thanks brother
@akshayahuja2798
@akshayahuja2798 3 жыл бұрын
thanks
@ausafaleem
@ausafaleem 5 жыл бұрын
But all funds gives similar return. 1 % here and there but if market goes well all go up when down all goes down
@AvishekBanerjee
@AvishekBanerjee 7 жыл бұрын
Thank you sir for these valuable suggestions.. :)
@subhamchowdhury7340
@subhamchowdhury7340 3 жыл бұрын
What if I invest through SIP of rs. 1000 in a bluechip fund, a nifty next 50 index fund, a large and mid cap fund, a couple of flexi cap funds (one that invests also in US stocks and one that invests only in India), and through SIP of rs. 500 in a couple of small cap funds and a sectoral (technology) fund at present in 2021? Why would this be considered too much and illogical?
@pratikkkothari3198
@pratikkkothari3198 Жыл бұрын
Bullsht even you can have 30 40 funds across all amc and as per your type preferred ,, this will help if one fund underperforms and. Reducing risk in one amc. Tracking of fund is online anyways
@sanatsaha5781
@sanatsaha5781 6 жыл бұрын
Superb sir
@assundarrajan
@assundarrajan 6 жыл бұрын
Superb
@mrgreen4095
@mrgreen4095 6 жыл бұрын
Following are my investment in mutual funds. Please suggest , if they are good or do i need to any changes 1. 50 k (Annually) in DSP Black Tax Saver fund 2. 1k (monthly SIP) SBI Bluechip 3. 10k (Quartely SIP) Motilal Oswal midcap 30
@ashutoshsrivastava5026
@ashutoshsrivastava5026 3 жыл бұрын
Stop investing in midcap and put money into multicap due to new sebi rules
@sucharita4987
@sucharita4987 6 жыл бұрын
I am investing 4k in SBI blue chip, 4k in HDFC Balance fund, 2K in Kotak Standard Multicap, 2k in SBI Small cap, 2k In HDFC Midcap & Kotak emerging equity. Is it ok to go long. Pl reply.....
@prasanthpadmanabhan6319
@prasanthpadmanabhan6319 6 жыл бұрын
You may add one small cap if your time horizon is at least 5 yrs,this would enhance your portfolio.
@gyanshala2297
@gyanshala2297 5 жыл бұрын
It's ok
@vaibhavjethi3646
@vaibhavjethi3646 3 жыл бұрын
3-4 funds
@devidasguru3227
@devidasguru3227 5 жыл бұрын
Hi Sir, Which MF is good for SWP for pensioner for an initial investment of Rs 300000/- and monthly in withdrawal of Rs. 3000/-? is it advisable to select index fund for this? or only hybrid fund should be considered for this purpose?
@rocker5107
@rocker5107 6 жыл бұрын
I am investing 5000rs per month. SBI multicap-1000rs ICICI bluechip-1000rs Axis bluechip-2000rs HDFC mid and small cap-500rs each. How is my portfolio. Please reply and give some suggestions. Thank you
@raagulrajan8406
@raagulrajan8406 3 жыл бұрын
One blue chip enough. All give similar returns
@Diwakarsharmad
@Diwakarsharmad 6 жыл бұрын
I am investing 10k per month in below schemes for long term. Do you think this is good portfolio, if not please suggest. 1. Kotek Select Focus - 5k 2. Hdfc Balanced Fund - 3k 3. L&T Emerging bussiness Fund - 2k
@ashishmassy4621
@ashishmassy4621 4 жыл бұрын
buddy i suggst you for 30%large cap, 40%(mid10& and small30%), 15%debt(or saving), 15%hybrid
@gautamhere07
@gautamhere07 7 жыл бұрын
Plz suggest me a sip portfolio as i would like to start now. An sip for a Rs.5000.I also want to park my money in liquid fund for that plz suggest me best liquid fund. Plz sir do reply, i would love to hear your suggestion.
@elitepunch1498
@elitepunch1498 3 жыл бұрын
I hope your eyes are ok 🤔
@shalinmaniar8640
@shalinmaniar8640 4 жыл бұрын
He sounds like he is doing finance commentary
@arjunkrishnan5029
@arjunkrishnan5029 5 жыл бұрын
Is it advisable to invest for a period of 40 years in mutual funds, given that I am 26 years old and quite new to investing with an investment horizon in the long run ?
@34kaushik
@34kaushik 5 жыл бұрын
you have to revisit ur portfolio annually and change allocation based on your goals. coz in 40 years ull hv many times ull need the money so invest based on goals, each having a specific time horizon. supposing own a car in 6 years so when u hv sufficient money, redeem from the MF n move it to fixed income n realise ur goal. Now ur allocation ratio has changed so reallocate based on ur 20-80 or 30-70 formula. change funds based on performance, fund managers etc. check for overlapping of stocks, SEBI rule changes etc n step up ur investments by at least 10% each year.
@koshallkamboj
@koshallkamboj 3 жыл бұрын
@@34kaushik please explain more clearly.....
@vijaypadala2291
@vijaypadala2291 3 жыл бұрын
For retirement corpus? Of course!!
@shazyyadav
@shazyyadav 3 жыл бұрын
I am also in the same dilemma
@RaviVerma-ti6ui
@RaviVerma-ti6ui 3 жыл бұрын
Can put major percentage in index fund…
@TheChromelover
@TheChromelover 3 жыл бұрын
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.
@sagarverma8930
@sagarverma8930 6 жыл бұрын
For ten years balance funds are good opetion and abcl pure value fund works as multi cap fund
@crzymanmit
@crzymanmit 4 жыл бұрын
R u sure 🤔
@dr.mangeshpise1825
@dr.mangeshpise1825 5 жыл бұрын
Dear Sir, I have 10 MF in my portfolio as: 1) HDFC short term debt 2) HDFC small cap 3) Canara robeco emerging equities 4) ABSL frontline equity 5) reliance large cap 6) L&T emerging business 7) ICICI banking and financial services 8) HDFC balance advantage 9) Aditya Birla govt. securities and 10) HDFC index sensex fund. I want keep minimum no. of funds in my portfolio. Which shall I redeem ? Please suggest
@salimmv485
@salimmv485 5 жыл бұрын
My opinion reduce 2 fund, 1 icici bankingand , hdfc indeX fund.
@PIXEL00000
@PIXEL00000 Жыл бұрын
what do you have now? jus curious
@ameymohal8791
@ameymohal8791 3 жыл бұрын
I have 9 funds Axis blue chip Axis small cap Parag Parekh flexi cap Hdfc sensex plan Invesco india contra Icici prud technology Idfc psu and banking debt Motilal Oswal Nasdaq 100 Mirae asset tax saver Plz suggest how is my portfolio Is it diversified across all
@Bhavin2464
@Bhavin2464 3 жыл бұрын
Sir, no such rule of how many fund u should have. Different ans u will find if u search. 4-5 fund of different category (depending which type of investor ) are enough in portfolio. Track funds timely and decide which funds are performing well. And avoid investing in funds which are not performing well. Avoid high expense ration fund. U will never have to ask anyone. i have only 6 fund in my portfolio now. One fund of each category- small, mid, large and mid, flexi, international and sector fund. U may choose fund as per ur risk adjustment and the time horizon.
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