My Mutual Fund Portfolio | SIP Investments for Long term | Mutual Fund Returns & Charges

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Finance Boosan

Finance Boosan

Күн бұрын

Learn Basic Of Stock Market Investments at www.financeboosan.in
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In this video, I perform a comprehensive analysis of my personal mutual fund portfolio. Whether you're a seasoned investor or just starting out, you'll find valuable insights and tips to enhance your investment strategy.
📊 What You'll Learn:
- Portfolio Overview: I'll start by giving you an overview of my mutual fund portfolio, including the types of funds I've invested in.
- Performance Analysis: Detailed review of how my funds have performed over time, discussing both successes and learning experiences.
- Risk Management: Insights into how I balance risk and reward in my portfolio, and tips for maintaining a diversified investment.
- Selection Criteria: Unveiling my criteria for selecting mutual funds, including key metrics and research methods.
- Future Strategy: My plans for the future of my portfolio, considering market trends and personal financial goals.
🔍 In-Depth Insights:
- Expense Ratios & Fees: Understanding the impact of fees on overall returns.
- Market Trends: How current market trends are influencing my investment decisions.
- Tax Implications: A look at the tax considerations of mutual fund investing.
📝 Key Takeaways for Viewers:
- Practical tips for building and managing your own mutual fund portfolio.
Mistakes to avoid in mutual fund investing.
Resources for continuous learning and staying informed about market changes.
👍 Like and Subscribe for more financial insights and investment strategies. Your support helps me create more content like this!
🔔 Stay Updated: Hit the bell icon to get notifications for my latest videos.
Disclaimer: This video is for educational purposes only and is not financial advice. Always consult with a financial advisor before making investment decisions.
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0:00 Intro
0:46 Mutual Funds for beginners
2:09 Index funds
2:32 Returns calculation
3:17 How to get Better returns from Index?
4:38 Tax saver
5:17 Flexi cap
6:03 Large cap
6:28 Debt funds
7:03 Foreign Funds
8:37 The Contrarian Bet
9:30 Problem of expense ratio
10:07 Common Mistake to Avoid
10:55 Sectoral funds
11:48 ITBees
13:00 Safe funds
13:18 Small cap
14:23 Do you need these many funds?
14:52 If I start fresh, 1 fund approach is better
15:11 How to make high returns?
16:02 Mutual fund charges
_______________________________________________
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Groww : bit.ly/growwNew
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^ leading brokers in India if you're interested in opening a new broker account.
(above are my affiliate & referral links)
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#financeBoosan #usefulinformationBoosan
Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online
My Mutual Fund Portfolio
Boosan Mutual Funds
Mutual Funds Boosan
Best Mutual Funds to Invest for Long term tamil
Best SIP for long term
How to invest in SIP for beginners tamil
Building a Mutual Fund Portfolio | SIP Investments for Long term | Mutual Fund Returns & Charges

Пікірлер: 509
@finance.boosan
@finance.boosan 6 ай бұрын
Join Learner's Member Community : 👉 kzbin.info/door/mfl6VteCu880D8Txl4vEagjoin
@SuresHKumaR-fw8ib
@SuresHKumaR-fw8ib 6 ай бұрын
Sir நான் நான்கு வருடங்களாக state owned public sector undertakings நிறுவனத்தில் பணி புரிந்து வருகிறேன். அரசு பணியில் இருப்பவர்கள் mutual fund investments like nifty fifty stocks போன்ற முதலீடுகளில் பணத்தை invest செய்யலாமா? அவ்வாறு செய்தால் income tax return file எந்த category file செய்வது itr1 or itr 2. அரசு ஊழியர்களுக்கு சிறந்த investment பற்றி சொன்னால் நன்றாக இருக்கும் sir நன்றி
@kal-el2179
@kal-el2179 6 ай бұрын
Avar already video poturukaru check pannikonha❤​@@SuresHKumaR-fw8ib
@TryPep
@TryPep 6 ай бұрын
@@SuresHKumaR-fw8ib bro do it on your spouse’s name
@Nantha_Mahi
@Nantha_Mahi 6 ай бұрын
Will join this January first Anna
@vasanths4501
@vasanths4501 6 ай бұрын
Bro What do you think about Nifty total market Index fund which is maintained by Groww. Pls do a video
@RajaRam-um2bd
@RajaRam-um2bd 6 ай бұрын
Expense ratio pathina full clarity intha video a than kedaichathu... Thanks bro🙏
@ashiksareef558
@ashiksareef558 6 ай бұрын
So informative…. Crystal clear detailing in layman terms….these many days I missed ur videos….❤
@prraj7699
@prraj7699 6 ай бұрын
I started investing in MF after seeing ur video.u are my eye opener 😊.thank you keep teaching us.
@Nantha_Mahi
@Nantha_Mahi 6 ай бұрын
கோடிகளில் புரளும் Boosan Anna 🎉🎉🎉
@Tamilselvanramya
@Tamilselvanramya 6 ай бұрын
1.16 laksh subscribe ke va....appo millions la irukuravanga la😮
@manikandanr8729
@manikandanr8729 5 ай бұрын
It depends on the people's discipline and how early they started their investment journey, This applies to million subscribers aswell
@manikandanr8729
@manikandanr8729 5 ай бұрын
@Nantha 😂
@Felix_Raj
@Felix_Raj 8 күн бұрын
😂😂😂
@antonyraj1226
@antonyraj1226 6 ай бұрын
Super, nice, right time to deliver this type of video for all beginners. My friends ask daily how to invest mutual fund, which fund I have invest. I am share this video for my friends, great boosan bro.🎉🎉🎉🎉
@varadarajandharmalingam3224
@varadarajandharmalingam3224 5 ай бұрын
Most of our Tamilians investing in gold, land not aware of mutual funds, thank you for timely educating mutual funds our people's, I started sip in mutual funds from 2011 onward till continuing my funds market values 1.4 cr, my funds returns varying 12 to 24%
@karbioster
@karbioster 3 ай бұрын
Very great. Can u tell me what are the funds you have invested?
@CS-JAGATHESHK
@CS-JAGATHESHK 2 ай бұрын
But land growth is higher than all. I suggest avoid invest in gold.
@Sebastian39143
@Sebastian39143 2 ай бұрын
U should be a professor....how beautifully you are explaining facts
@maniree
@maniree Ай бұрын
Mr.Boosan thank so much for your valuable videos . Keep go-ahead
@murugesan3437
@murugesan3437 4 ай бұрын
I am continuously watching your videos valuable videos like this.❤
@gpsri84
@gpsri84 Ай бұрын
அருமையான விளக்கம் நண்பரே 🎉🎉🎉 மிக்க நன்றி🎉🎉🎉❤❤❤
@pattabiramanmuthu9235
@pattabiramanmuthu9235 Ай бұрын
Keep up the excellent work bro, you have broadened our views on money management! ❤
@narmadhaagri6002
@narmadhaagri6002 6 ай бұрын
Thanks for revealing ur portfolio sir.. It's very helpful.. Thanks and kudos to ur helping attitude..
@Chandru_Chennai
@Chandru_Chennai Ай бұрын
Very good, very much informative and good explanations. I liked very much. Great effort bro. Thanks.
@GuitSiva
@GuitSiva Ай бұрын
Good job.. 👏 Vaazhga Valamudan🙏
@meg7824
@meg7824 Күн бұрын
After a long time, i understand exactly about mutual funds 😅
@senthilkumarmn7351
@senthilkumarmn7351 6 ай бұрын
I really appreciate your efforts on providing very detailed information on each topic that you choose and explaining the topic very clearly in such a way that everyone can understand. Keep up you good work. I will join your channel
@rajurajasekaran2688
@rajurajasekaran2688 4 ай бұрын
Good presentation with teaching skills that too with Clarity❤ Thanks Bro
@yugapanchatsaram8640
@yugapanchatsaram8640 Ай бұрын
Thank you bro . Good insight
@sonyxperia7881
@sonyxperia7881 6 ай бұрын
Thank you for the much needed information and explanation bro 🙏
@OmPrakash-uh5py
@OmPrakash-uh5py Ай бұрын
Thank you so much for your valuable information
@jayakumar9976
@jayakumar9976 6 ай бұрын
I just wish more financial youtuber are like you. Most are just want sell there course.
@sudhevdevanandham9396
@sudhevdevanandham9396 6 ай бұрын
All the videos which you're releasing it really a eye opening session. Could you please suggest best large and midcap mutual fund and Best BlueChip Murtual Fund for long time investment. So it would be useful for beginners like us.
@1989shanu
@1989shanu 6 ай бұрын
Very transparent and helpful. Thanks bro.
@vaishnavisunder1346
@vaishnavisunder1346 5 ай бұрын
Very informative... Pls make more videos like this
@Kavi0218
@Kavi0218 3 ай бұрын
Bro..your explanation is excellent🎉
@sivasubramanir1528
@sivasubramanir1528 Ай бұрын
Large cap, Midcap, Intex fund, Sector... Intha mathiri mutual fund type pathi oru video podunga
@SivaKumar-dd3zn
@SivaKumar-dd3zn 4 ай бұрын
Bro, Congratulations. நல்ல stock idea பற்றி video போட்டுக்கிட்டே இருங்க. சினிமா பார்க்கத்துக்கு பதிலாக உங்க சேனலை பார்க்கிறோம்.
@arunramnathan3167
@arunramnathan3167 6 ай бұрын
Crystal Clear!!!
@ap_sp
@ap_sp 6 ай бұрын
thankyou for your timely portfoilio
@thavarajan7407
@thavarajan7407 6 ай бұрын
Super, very useful information ❤❤❤
@vinithareddy3700
@vinithareddy3700 Ай бұрын
Bro you are amazing 🥳
@venkatchalapathy4434
@venkatchalapathy4434 4 ай бұрын
semma semma Explanation!
@vinobooks
@vinobooks 3 ай бұрын
Very useful video Boosan anna! Is it a good time to invest in smallcap index fund as it is slowing now?
@prabhujeeva2228
@prabhujeeva2228 6 ай бұрын
Hi Boosan Thanks for sharing these valuable info. I have a question, Just imagine hit by bus policy, Incase of investor death, how the nominee can withdraw the funds/take over and manage the funds Can you make a video/share your thoughts here please.
@marimuthujayaseelan
@marimuthujayaseelan 6 ай бұрын
I understood the SIP concept for MF, If you give SIP details of 10K or 50K it will be deducted from bank account every month and invested accordingly. For share market, how people used to do SIP? For example, if you have invested in 30 to 40 stocks for long term. How SIP can be done regularly, 1) market may be bearish and bullish, investment on that day depends upon the Last Traded Price which will not be fixed and shares cannot be bought for particular amount but has to be bought as number of shares, amount may varry. 2) To do SIP on all 40 shares, people may need more than 1Lack of money per month as some shares maybe less than 100 or 1K or some maybe above 5K atleast to buy min numbers of shares regularly. is it possible to do for monthly earners. 3) How best SIP can be done? is it done only on ETFs? How it works for share market for long term investors apart from mutual fund
@vigneshelan8716
@vigneshelan8716 6 ай бұрын
Much awaited video. Thank you for sharing info in MF
@NaveenKumar-cw6dv
@NaveenKumar-cw6dv 5 ай бұрын
Mutual fund la ₹1k , 10:00 am investment pannum podhu, market 1% low ahaa trade agitu irukku, appo fund manager investment pannuvara, illa market ending time la investment pannuvangala
@ani772233
@ani772233 5 ай бұрын
awesome video brother
@TryPep
@TryPep 6 ай бұрын
Earlier I used to invest in mutual funds, found it very difficult to manage. I moved to etf. Another point the mutual fund expense ratio is at the AUM level, in case we have 50L in aum 2% would be 1L per annum. Irrespective of profit or loss. Btw I am also holding parag parikh. I am more into individual stocks plus etfs
@r4rasa
@r4rasa 5 ай бұрын
You are doing it right
@Kumar1.7688
@Kumar1.7688 5 ай бұрын
​@@r4rasahi index fund nifty 50 la sip method la long term 10 to 20 yrs investment pannalama? Equity fund la sip method la podalam ah ? Edhu safe ?
@Doc_Box
@Doc_Box 5 ай бұрын
If Sip gone wrong : We will loss in returns Or We will loss in invested amount
@gowrivasanthi6921
@gowrivasanthi6921 2 ай бұрын
How to find direct mutual fund anna... Naan parag parikh and tata nifty fifty la asset plus moolama sip la invest pandren. But adhellame regular ah irukku
@jacksonnoelfrancis8920
@jacksonnoelfrancis8920 Ай бұрын
Bro is taxation different for NASDAQ funds? Do we need to pay any additional taxes as they are investing in foreign stocks or is it the usual tax?
@princerobert3323
@princerobert3323 14 күн бұрын
Bro, quant large & mid cap fund choose pannalama for long term investment?
@jramk1898
@jramk1898 5 ай бұрын
Boosan STOCKS PORTFOLIO ku oru video upload panunga ❤
@harishkumar-qm6cw
@harishkumar-qm6cw 6 ай бұрын
Excellent bro..
@karthikt35
@karthikt35 5 ай бұрын
Bro Iam from Bangalore but na Ungaloda Ella video papen na ungala pathu the invest panna start pannune Ennoda hero bro Ninga and Enakku life la oru change na adhu unga nala the bro Tq so much bro keep it up 😍🥰
@sanggeetha8355
@sanggeetha8355 3 ай бұрын
Continuous ah review pannunga
@CemAziz-ns7ey
@CemAziz-ns7ey 20 күн бұрын
I thought it would be simple to bet and withdraw but the recalculations are driving me NUTS sometimes 🤯💸
@sanggeetha8355
@sanggeetha8355 3 ай бұрын
Uti Nifty 50 index fund pathi video podunga.please
@meganathankns6375
@meganathankns6375 6 ай бұрын
Expense ratio clear video
@saravanakumar-zt1kg
@saravanakumar-zt1kg 6 ай бұрын
Doing sip in Axis mid cap from last 3.3 years and my xirr is 19.5 %. Is it a good idea to switch from axis midcap to nippon /Icici midcap 150 index fund?
@TubaOguz-mi4vc
@TubaOguz-mi4vc 20 күн бұрын
Honestly, depositing is fun but withdrawing is another story, still trying to FIGURE it out 😅💡 Anyone else struggling?
@karthikeyanviper
@karthikeyanviper Ай бұрын
Thanks 👍
@SHELLMAHES
@SHELLMAHES 6 ай бұрын
Ippo DEC 2023 LA over value and under value LA irukra mutual funds ethunu video podunga bro. ❤
@kathirkarthi5290
@kathirkarthi5290 5 ай бұрын
Very much helpful bro ❤, But investing as SIP or investing at the correct time in MF... which is best bro?
@prasi281
@prasi281 6 ай бұрын
Hi Boosan , superb video. For investing in mutual funds which app is best ?
@gnsanthosh20
@gnsanthosh20 6 ай бұрын
Bro.. Modilal nasdaq 100 etf iruku bro.. Athu epdi namma market timela trade aguthu.. Atha paththi shorts onnu podunga bro🎉
@k.r.dinesh5125
@k.r.dinesh5125 6 ай бұрын
Good question...metoo Same doubt ..
@kuruvirottie
@kuruvirottie 7 күн бұрын
In case account holder death aita epudi amount eduka mudiyum? Brokerage app close panita namma investment physical amount a epudi eduka mudiyum?
@m.kamalrajm.kamalraj9014
@m.kamalrajm.kamalraj9014 6 ай бұрын
மிக்க நன்றி
@GetRichSteadily
@GetRichSteadily Ай бұрын
Bro.. I am in a big confusion ...How much mutual funds to hold..I have 12 mutual funds..plan is to invest for next 10 to 15 years to make my first 1crore.....but is this overdiversified ???? Can I hold this much
@kumaran609
@kumaran609 4 ай бұрын
Bro.. How do you paying your SIP in different dates with different amount in a month? I have a plan to invest 10k.. can I have divide it into 4 and pay sip on my own dates?
@kaja9171
@kaja9171 6 ай бұрын
Highest top 10 stocks list video poduga bro ...
@dubram87
@dubram87 6 ай бұрын
I have been an mf investor since 2014 started with broker and then did direct mf investment and right now xirr is around 18 percent across 7 equity funds. The idea is to not stop sip when market goes down either u buy more or dont stop. Also some funds will be down for a period of some years if we wait the fund will raise again, persevarance is key in investing. I also hold direct stocks which are now 100 percent returns.
@Doc_Box
@Doc_Box 5 ай бұрын
If Sip gone wrong : We will loss in returns Or We will loss in invested amount
@jadelucas-im7wm
@jadelucas-im7wm 6 ай бұрын
The best feeling is knowing you will make profit today and tomorrow Investment is far better than money saved when you invest your money it works for you and I'll help you earn more money honestly
@premkumarnarayanaswamy1093
@premkumarnarayanaswamy1093 6 ай бұрын
hi..Your videos are really good .Can you explain about ET Money app's pros and cons pls
@kannadhasan2261
@kannadhasan2261 3 ай бұрын
கோடிஸ்வரன் பூசன்
@kannandhandapani929
@kannandhandapani929 2 ай бұрын
Multi cap fund vs flexi cap fund which one better
@kettavanelvis5391
@kettavanelvis5391 3 ай бұрын
tq bro
@nafeelali
@nafeelali 5 ай бұрын
Thanks for your shared knowledge political points. Unbelievable these video,I get a lot of lesson points.please be doing these type of videos more. These video amazing 👏 Purely lesson learning 📹. Well deserve 👏 @boosan.
@sedhurajan2811
@sedhurajan2811 Ай бұрын
Hi Bro, how can I track all my mutual fund investments in one place? Could you please advise a good website ?
@jackson89nirvana
@jackson89nirvana 5 ай бұрын
Bro oru doubt I have noticed that for partial withdrawal.. 75% amount will be taken from your invested amount and 25% frm your profit return .. Idu sariya.. ?.. Jus bcoz i hv calculated
@vijayraaj8169
@vijayraaj8169 Ай бұрын
Ungalugu share market knowledge nalla irruku. En neenga direct stock investment panna matringa
@finance.boosan
@finance.boosan Ай бұрын
I invest in direct stocks as well, currently around 40% in mutual funds and 60% in individual stocks
@yasararafath4825
@yasararafath4825 6 ай бұрын
Bro Mutual fund la mor invest panna antha day nav varuma illa next day nav varuma same as withdraw
@deeksha1469
@deeksha1469 2 ай бұрын
Regular plan or direct how we choose and where we choose? Plz anyone help me
@ravikrishnan000
@ravikrishnan000 6 ай бұрын
Bro ena proportion la panirkenga each fund la? TIA
@manicibi4
@manicibi4 6 ай бұрын
Ethanol ban cancel panitanga atha pathi shorts podunga bro
@boobalan8730
@boobalan8730 6 ай бұрын
Bro 1cr investment pannanum zerodha la avalo money add panna mudiumma?
@sowmiyarani1720
@sowmiyarani1720 2 күн бұрын
Nenga use panra technical wordslam mutual fund pathi therinjavangalala understand pana mudiyum but ena pola idea illathavangaluku itha understand pana romba deficult ah iruku
@jkeryt870
@jkeryt870 6 ай бұрын
Bro monthly 500rs invest pannanumna which mutual fund is good for 5 years
@bispace4900
@bispace4900 2 ай бұрын
When we buy mutual funds while selling the units sold with in that that mutual fund or selling as stock outside
@suthakarsush5688
@suthakarsush5688 6 ай бұрын
Growth plan epdi work aguthu nu detailed ah solunga bro..nanu romba nal ah ketkuran
@keerthikazy3522
@keerthikazy3522 5 ай бұрын
Can you suggest the best option to invest 1 lakh for 1 year? Most small finance and popular banks offer only a 7% interest rate. Should we consider a debt fund instead to potentially achieve a guaranteed interest rate around 7.5% to 8%? If so, could you recommend any top-performing debt funds?
@finance.boosan
@finance.boosan 3 ай бұрын
Fixed deposits (FDs) and debt funds yield similar returns, but FDs provide a guaranteed return rate, whereas debt funds offer uncertain returns. DS accounts in SF banks provide competitive interest rates and are worth considering.
@saranshivam9436
@saranshivam9436 6 ай бұрын
Your Investing Plan For 2024 video podunga bro
@vigneshvijay3705
@vigneshvijay3705 4 ай бұрын
Aditya birla sun life mutual fund pathi sollunga
@user-ii3ie2mb6l
@user-ii3ie2mb6l 20 күн бұрын
Thanks Busan, One question regarding your global fund portfolio, i can see you have invested 3 Nasdaq 100 fund , can you provide some insight of this selection. is there any real value holding same type fund of different fund house having same nature, in your case all fund are index large cap technology theme.
@aishumaashorts1107
@aishumaashorts1107 4 ай бұрын
Bro i am new to these ii want to invest in mutal fund monthly 5k for 3yrs but i dont knw which fund is best can u please help me bro
@kannsaa
@kannsaa 2 ай бұрын
I watched it several times. Thank you
@the-random-earthcollection9263
@the-random-earthcollection9263 6 ай бұрын
Great content 👍
@saravanan925
@saravanan925 2 ай бұрын
Small doubt, why large cap fund if we have nifty 50 already?
@easwarapriyan9763
@easwarapriyan9763 6 ай бұрын
Very useful information boosan ❤
@shanmsd09
@shanmsd09 6 ай бұрын
What is the real use of joining membership?, can you explain me little info
@lokeshkumar27
@lokeshkumar27 6 ай бұрын
floating rate savings bonds pathi video podunga bro
@balavijay3097
@balavijay3097 6 ай бұрын
hdfc la sip &bse idexsensex driect la 25 year podalam erugan ok va bro 1month achu start panni
@techkt399
@techkt399 6 ай бұрын
Hi boosan bro, could you explain about current nav value in mutual funds, because it was showing yesterday nav date.
@SelvaKumar-sk8em
@SelvaKumar-sk8em 3 ай бұрын
Can you guide me on choosing funds Boosan
@ajaychellakumar2886
@ajaychellakumar2886 6 ай бұрын
Oru Doubt Clear pannunga Sip start pannurom 1month 10000rs invest pannuran Remaining 11monthd same as 1st month Apo exit load after 1year 0% which means its applicable for 1month investment or investment of remaining 11month??🎉
@ndssaattai1615
@ndssaattai1615 4 ай бұрын
Good bro🎉🎉
@muraliraman8545
@muraliraman8545 6 ай бұрын
Bro Japan stock market lla eppdi invest pannradhu
@harigeetha8363
@harigeetha8363 2 ай бұрын
Nice ,which app you are using for mf investment.
@Subash807
@Subash807 6 ай бұрын
Buyers demat account add to seller demand account nu mail vanthurukku bro athu yanathu
@depressionbro1504
@depressionbro1504 6 ай бұрын
Thalaivare antha NRI pathi konjam sollunga
@deeksha1469
@deeksha1469 2 ай бұрын
How to know about best asset mgt company???
Неприятная Встреча На Мосту - Полярная звезда #shorts
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Полярная звезда - Kuzey Yıldızı
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