I am BUYING these MUTUAL FUNDS | Best Strategies 2023 | Akshat Shrivastava

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I am going to sell my Nifty 50. And build more positions in some specific mutual funds.
Which ones and what's my strategy?
You will have to watch the video till the end to find out :)
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Attributions:
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[@AkshatZayn]

►I will be conducting a Real Estate as an Income Stream Workshop in Goa - in June 2024 [March batch FULLY BOOKED]. Signup here: rzp.io/l/yp9im377w __________________________ ►My stock market course (comes with 1 year community access), here: wisdomhatch.com/stock-market/ ___________________ ►I talk about in depth macroeconomics correlated to stock market movement on KZbin member community here: kzbin.info/door/qW8jxh4tH1Z1sWPbkGWL4g ___________________ ►Worried about your taxes? No need to- Use the link to avail 35% discount on filing taxes right now: filemyreturns.taxbuddy.com/akshat ___________________

[@sumansharma7628]

❤❤❤

[@saiteja2475]

Your fd portfolio please 🙏🙏🙏🙏🙏🙏🙏

[@vdell8571]

I'm new here!. Never seeing someone giving quality knowledge for free. Love it . Keep it coming.❤

[@suriyakumar1873]

@AkshatZayn Big fan of your videos, Can you make a video on buying international ETFs like mon100, mafang etc via Zerodha etc, not as FoF mutual fund as you showed navi nasdaq 100 FOF and others, and their taxation aspect so we can get international exposure without direct foreign investments and their complications. Also would like to know why went for FoF than buying the nasdaq 100 ETFs directly. Thanks

[@Nandhis]

I tried this course to enroll. But I'm unable to register. There is only a login option. I sent an email to the team but I'm not getting any response.

[@ThomasHeintz]

The market continues to decline; I've been exploring strategies; it appears that both bull and bear market periods give equal possibility to make big profits. In one news item, a 54-year-old man made $280,000 in five weeks. How can I learn these strategies? My portfolio has been dormant for several months.

[@Adukwulukman859]

The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

[@esther.74]

Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.

[@DarleneMurphy774]

@@esther.74 wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

[@esther.74]

Laura Marie Ray is my advisor, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.

[@talented009]

@@esther.74 Thank you for this tip. it was easy to find your investment advisor. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

[@retrogaminghd3300]

I am an Economics student , so I had some interest in this sphere. But , i did not have any classes in my college about investing and finance. I have learnt so much from you about stock trends and markets. I trust the information and do my own analysis also slowly. With my degree in Economics, Macro economics is something I understand and follow this approach also. Thank you .

[@ashiqdey]

also discus, after profit booking how do you manage the ITR filling with factors like LTCG STCG and how do you pay the tax in gains in advance

[@shivgori2620]

REALLY LOVE WATCHING YOUR VIDEOS YOUR HONESTY AND TRANSPARENCY ARE JUST COMMENDABLE BUDDY

[@nageshun3152]

​@@Akshat-Shrivastava.Hi. I am watching your videos from long time. I really like the way you present. I would like to connect with you.

[@AmanSaxena-qk9tm]

I have never seen such an honest and full of knowledgeable & experience finance guy like akshat 🙏🙏 this is my first KZbin comment , though i am strong consumer of yt, but this video made me 🙏🙏🙏

[@Farshutwan]

Country needs more people like you. Thank you so much for sharing and educating

[@kapilyadav-mq7nu]

Love your telling mechanism like using example. Great work sir thanks a lot.

[@deivas1425]

Very good discussion Akshat 😊❤

[@NORTRONGAMES]

just a quick question akshat. is there any specific reasons you went for S&P BSE sensex instead of Nifty 50 in most of your index funds? cuz considering that Nifty has more trading volume, i thought to go with Nifty 50 index like UTI. Your thoughts ? should i go with NAVI or UTI?

[@aravinthaprashanth3223]

Me who invest in thousands seeing Akshay's portfolio in cores . 🙄

[@radhen171992]

Love watching your videos, Akshat. Very informative. Keep it up!

[@Davidstowe872]

I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.

[@Rachadrian]

It might be difficult finding the next apple within the tech stock sector, apple has performed way better than the others, maybe look outside of tech stocks.

[@Jamesbrown1126]

well things are different now, same market strategies applied over last decade wouldn’t apply to the current market, so to actually figure out how to outperform the market and stay afloat for the next decade, you should reach out to a financial advisor, that’s how I’ve managed to properly diversify across the right asset classes and gained over $450k in profit this past couple years.

[@CindyValenti]

@@Jamesbrown1126 Please pardon me, who guides you on the process of it all?

[@Jamesbrown1126]

“Vivian Carol Gioia” is my adviser and she is highly qualified and experienced inthe financial Market , she has extensive knowledge on portfolio diversification and is considered an expert in this field. I recommend researching her credentials further she has many years of experience and is a valuable resource for anyone looking to navigate the market.

[@CindyValenti]

This reference seems valid.. Just looked up her full name on my browser and found her site without sweat, over 15 years of experience is certainly striking! very much appreciate it

[@prashantsoni2803]

Your videos show the kind of research you do before taking the decisions. Astounding!. Lot to learn from you!! Thanks for creating such informative videos.

[@manishsehrawat9817]

You have a beautiful Soul Akshat. Remember that. The world nowadays is full of mean people.

[@jeevan88888]

Finance advice and beautiful soul?

[@shashwatjain8036]

I just thought you were talking about soul akshat the bgmi player😝

[@Mob-zm8fi]

Nobody has beautiful soul nowadays

[@rajnishkumar76]

Soul is always beautiful even if people with beautiful souls are ugly 😊

[@siddhidprabhu]

​@@jeevan88888😂😂😂😂 good one. Nice soul is Ambani adani. They don't sell business and investing tips... These are vultures..akshat vulture

[@rhishabhnaredi]

Hey! Thankyou for the video, very informative and helpful. Wanted to know if you change the mutual fund portfolio along with your equity portfolio as well? As in did you sell the index fund MF when you sold the index of NIFTY?

[@sureshkumarrai4872]

Absolutely right in ur views, completely agree.

[@GodKnowsWhoAmI]

Would u recommend passive mid cap index fund n small cap index fund to aome one who doesnt have much knowledge.

[@BhaveshKachhia]

Excellent content and timely insights. Thank you!

[@user-tm3gf3tz5v]

Great content as always. I have a question, that I believe many might have and that ONLY you could provide a well-versed answer to this. How should a retail investor understand the sectors before choosing stocks to purchase? Eg: If I'm looking at Infrastructure sector, how should I proceed with my research. I tried google search -> looked up at books to understand that sector -> youtube vids -> reports on sites. But I could only gain very little understanding. Is there a checklist or roadmap or steps to follow when trying to understand any sector from scratch. Requesting some guidelines on this. Thank you:)

[@jhamanish80]

Hi Akshat, what is your views on momentum investing via smallcase or momentum mutual funds?

[@sanjivbehera5558]

I remember some months ago Akshat was telling that he does not invest in mutual fund. Rather he prefers direct stocks. And now he has created a 5.2 cr worth mutual fund portfolio. These influencers mention fact what suits them at that particular moment to increase views.

[@ramakantamishra5665]

Hi,Akshyat Dont you have any exposure in Smallcase.If not why?

[@hirendrapatel8966]

Nice transparencies and informative videos always...keep it up such good work...

[@amitkamra7822]

I am also sitting on 11% returns from lat 1 year thanks to rally since May'23. Not a big deal I guess

[@kapilgmathur]

Very informative, all so simply put, you speak well and also very transparently, showing your positions and portfolio. Please keep up the good work.

[@maheshnaik4933]

Thanks for information Akshat, appreciate your efforts these are highly valuable for newbies like myself

[@sukanyachoudhury6174]

Hi Akshat...once again great content... I have one doubt though looking at your long list of MFs, how do you manage portfolio overlapping issue if you invest in multiple small cap funds or index funds? IF two small caps have more than 20% of portfolio overlap then don't you think it's going to increase the risk?

[@marvellouschandan]

What I understood from the video is that even though there is overlap, to diversify the risk in case of scams or crisis, you have a parallel fund to help you. (Telling from my view)

[@bappidas6763]

Thank You Sir for the knowledge you share. Was wondering how much is the "okayish amount" you referred to in this video ? Will anyone with a small amount of 1-2lakhs be benefited too ?

[@girishsansare6343]

Hi Akshat, What is your view on options trading in Bank Nifty and Nifty

[@mirzaajazbaig5023]

Sir after split of mirza shares when redtape shares going to listed it's already 4 months

[@vikrantrindani6665]

Thank you so much for the in-depth analysis.

[@dhanashrimangeshkale428]

Hey Akshat... How you handle taxation n all this in this case? Also what about POWER OF COMPOUNDING??

[@TheVinay991]

Hi Akshat, thanks for the detailed analysis of not just the portfolio but also of how to make use of the best conditions in macro. Since I started following your channel, I have become a better investor. I no longer buy stocks or mutual funds on others advice but buidl my own conviction with due diligence. Since the interest rates started peaking I too sold my Large Cap mutual funds and bought small and medium cap actively managed ones with reasonable expense ratio. Waiting to hear more on the US Stock bets on the generative AI or the new tech trends. Much Appreciation.

[@anjanagupta31]

Hey is the member community membership worth it?

[@TheVinay991]

@@anjanagupta31 Can't really say at this point as I am a new member

[@anjanagupta31]

@@TheVinay991 thank you for your reply. Hope someone can give me a review about it

[@neerajagarwal836]

Hi, could you please suggest your framework to select mutual funds

[@MandeepSingh-dv8ey]

Hi, To expand your small cap portfolio, why you invested in active small cap MF and not in small cap index fund?

[@silenceandsounds3793]

can someone tell me if i sell my bluechip mutual fund SIP which is giving an 8-9% return and use that money to reinvest in bond which would give probably 10-11% return . would that be a good idea ? or should i continue doing SIPs

[@hiteshchugani1624]

Sir what is the platform you use and invested your portfolio

[@kshitijdighe]

Hello Akshat. Will you make a video on PMS and it's Pros and Cons!! TIA - KD

[@Xavierpng]

what about nasdaq it is at pivot point

[@vamsikrishna24]

Amazing videos Akshat

[@gursharandhillon2931]

Thanks for the useful direction

[@abhayindolia9312]

sir please tell which are the best smallcap fund rigth now.Beause i want to exit flexi cap fund

[@vaibhavanur3997]

Thanks Akshat , you are making a difference to so many people's lives !!!

[@buddy257]

With a lot of time spent in the equity market. I was not getting much enough. But in past course of time I realized the fact that one need to reap the "profits" as well. Many times my portfolio reached on top and I kept on chanting..lekar bhool jao. And you won't believe during the downfall any good opportunities passed by my side and was stuck and empty handed. That is the biggest mistake we all in Equity market do. From the time a while back I've started booking my profit - partial or complete. Think like this, the tides grow and fall and we are not sure how high or at what time the it is going to hit back. Thanks for your time and sharing your valuable insights.

[@ashutoshtiwari8685]

In the growth type index fund, how are dividends reinvested? Do I get extra units of the fund? If we don't get extra units, is the growth type index fund expected to beat index as the reinvested dividends should increase the NAV. Can someone help understand this

[@neilneil4021]

9 months later , nifty 50 has gone up by more than 20% , so you should have kept yourself invested in it. Watching your old videos and tracking your bets and strategies gives us somewhat better idea at what aspects you were right and wrong about. Yeah, everyone is learning

[@vivekvs1992]

Hi Akshat, regarding US based mutual funds, can you explain how the dollar rupee relationship is going to affect the fund?

[@RajaRajan-yc6uh]

Next50 is expected to be agile compared to Nifty50 companies, similar to the reasons why someone chose Midcap, more risk/reward. Am I missing anything here?

[@hasanarshad1026]

dear akshat, this benchmark data as of 30th September 2021, do you have any latest chart?

[@jaishriiyer1563]

Very informative video Akshat. Great Job. Keep going. I like your style of teaching where in you focus on investment strategies rather than just stock analysis. Not every one has the time to analyze each stock. This way of thinking helps to make better and relatively fool proof decisions. End of the the day, it’s a bet at least a safe one. Thanks

[@roshanlalsahu7846]

Just a question Why do u have multiple index mf also? Can you explain ur thought process

[@GadgePranav]

Great work Akshat.. What about taxes? Short term capital gains?

[@piyushgupta5922]

@AkshatZayn can you make a video on comparison b/w nifty based index MF vs Niftybees.

[@viewshorts001]

Very informative ❤️

[@avinashnadimpalli1044]

Sir,in your previous videos you have suggested Flexi cap fund as best fund for SIP, Could you please tell your opinion now

[@HARSHDHV1]

Can you tell me why the share is moving between 100 to 200 in the last 20 years in spite rising revenues and net profits?

[@bhavnadewan8481]

Thanks for sharing your opinion on everything. It helps us understand how to think about these things and plan our investments.

[@anjanagupta31]

Hey is the member community membership worth it?

[@bhavnadewan8481]

@@anjanagupta31 totally

[@anjanagupta31]

@@bhavnadewan8481 have u made profits or good bets in short duration

[@samwise8333]

Thank u sir for sharing ur Knowledge!!

[@sridharkalyanaraman6943]

Bravo Akshat in revealing real investments - especially the funds - but this video is a very complicated investment strategy that may not be useful for a large section of systematic SIP route investors. But that notwithstanding -this is a great video that explains how he is playing the markets - especially the opportunistic part - on direct stocks and MFs.

[@manojthakur-no8jr]

Thanks for sharing ! ❤💐😊

[@chiragverma3650]

Hi Akshat.. I like your contnent .. It gives logical analysis of different investing strategies. Portfolio Bldg.. Asset allocation. Etc.. Looking at your MF portfolio where you have invested 25- 30 lakhs monthly has helped you build a corpus of 5 Cr in year .. You might have multiple streams of income from content creation.. Lectures etc but for salaried person who wants to create multiple streams of passive income except CEO no one would be able to invest such huge sums monthly.. Show examples that are relatable to all people working as salaried class

[@wilburrodrigues906]

How can i buy your course? The stock market course dosent have a price tag on your website.

[@meone310]

did you buy ETF or strait index funds? not sure if i am asking correctly

[@m.r.kowshik7762]

Hi sir where do you gather all these informations. Pls tell us too sir..

[@akankshasingh4756]

Hi Akshat, which platforms have you been using to manage your portfolio and purchase MF?

[@yndesai]

What is post tax advantages of doing this churning?

[@souravverma4449]

Would be helpful, if you talk about ETFs as well.

[@opinionnnn]

which platform is used here to invest in such different mutual funds...?

[@gunjanddd]

@Akshat: wish I could meet u someday to personally thank you for all the teachings u have given over the years.

[@Barathwaj-pz3mg]

Sir, I have a doubt. Any opinion or your viewpoint on Etf investing, pharma bees, IT bees and Gold bees. Will they to compliment in diversification sir ??

[@mitisrivastava]

Akshat if you don’t mind ,could you please tell us from which amount you started your investment journey in your starting year?in short your success story…..

[@mkmkmk845]

I am a normal IT Professional in early 30s, generally I am not finding much time or direction. Where should I start? When I invest it feels like bets most of them are going fine but still not confident enough to say I have made right decision.

[@kpbumbaicon]

Hi Akshat, would request you to put a commentary on recent RBI’s move on allowing one time settlement with wilful defaulters and its future impact

[@user-lj9ke6kr3s]

Join button for member community on iOS does not seem to work. Have tried to join few time. Join button seems deactivated

[@Vik35574]

At the time you made this video Nifty was at 18800, today after just 7 months its above 22000, If you had just left you 1 CR index mutual fund it would have given more than 17% return . Your conviction about I don't see nifty going more than 15% in next 1-2 years is completly wrong. I hope you will not take this comment personal and do accept that your bet was not correct.

[@The_Mobile_Trader]

Now at 24600 range 🤣🤣🤣🤣 people just getting mislead by this kind of so called influencers and market predictors 💩💩💩🤡🤡🤡

[@siddhidprabhu]

Hey amazing video akshat..... But get a better photo editor next time...

[@sandipkhole.]

Ek se jada passive index funds leneka reason?? N instead of index funds ap etf q nahi lete.

[@prasanna6698]

AKSHAT, please explain US Stocks investing in view of the new TCS hike from 5% to 20%. Diversifying a couple of lakhs in US tech stocks still worth it?

[@kumarluthria3150]

nice & clear... thanks for sharing it...

[@srikanthguhan9515]

If you don't mind me asking, how did you build the initial corpus? Inheritance? What was your salary like before?

[@s_saiprasath]

hi sir kindly make video about what are the books you suggest to learn about Investing

[@sunitarawat11]

Great learning! I would like to learn more about mutual funds

[@atorbfire]

Why should Nifty see a major resistance at 19,000 or 20,000 when Sensex doesn't have any such numerical milestones coming up? I feel sensex will hit 21k this year. But yes, there could be volatility.

[@harbansjolly5404]

You are so right

[@ashwinnair4816]

Thank you for your transparency Akshat

[@dedhiaharsh01]

Why not buy niftybees directly rather than buy all different index funds? Any particular reason?

[@ashutoshchauhan5981]

What is that Platform which you use to track and see your total portfolio?

[@mayurteli91]

Thank you for sharing ❤️

[@aharnaghosh9481]

Excuse me Sir, If a student has done bsc computer science honors with statistics as a combination sub, can they sit for Indian statistics service If you or mam kindly reply then I will be extremely thankful.....

[@yashkumargupta9162]

Hello Akshat sir, 12.44 HDFC Small cap fund there is a exit load of 1% but u mentioned u avoid those kind of stock/mf. I am new but but confused kindly clarify pleaseeeeee

[@hsdas0607]

I am doing exactly that. Investing only in mid-cap and small-cap. I have PMS that invests in large cap. I am making more than my PMS managed by BIG fund houses.

[@subhasisbandyopadhyay1789]

@ Akshat ,i know nasdaq 100 mf did very good over 6 months. I moved out of it reason veing it is treated like debt from 1 april,2023. So a profit booking stcg at income tax rate or ltcg is higher than equity. This was a dampener, getting locked in for 3 years else pay at income tax ,discouraged me. What is your view to it?

[@anzumhuda7808]

Akshat Sir, which plateform you are using for investing in MF??

[@subhasisbandyopadhyay1789]

Akshat ,what is your view on microcap 250? Motilal is making an index fund out of it.

[@MeetKoriya-cu7bm]

Which platform is this??? Which he is using to show his mutual fund transaction???

[@tanvirsingh4086]

Hi Akshat, do you invest directly with AMC or you use Brokers (Discount or Full Service). If you can let us know which DEMAT broker you use. Thanks.

[@mohit214ml]

I think he use zerodha

[@AkarshPrabhu]

Please tell us why you prefer passive MFs over ETFs?

[@krishnap8437]

Hi Akshat, Many thanks for the great video.. as usual. I have a quick question (I may sound silly). If we already have smallcase which gets us stocks directly & its benefits, why do we need to invest in mutual funds where we don't get the stocks and only get a token of the stocks.

[@jaishriiyer1563]

As he says it is to diversify. Second reason to go for mutual funds, if you have maxed out on direct stock buying options.

[@bharatsawhney8154]

Great work Akshat, keep it up!

[@breakinallrules]

Please address the very significant question here.... if you choose passively managed MF for largr cap index investment, why not simply pick ETF like NIFTYBEES....

[@vikasbali428]

You need to understand that most of us cannot afford lump sum investments. SIP gives us a cushion to maintain consistency in the market and not worry much about the ups and downs.