BEST MUTUAL FUND PORTFOLIO l PORTFOLIO REVIEW OF 2 UNIQUE PORTFOLIOS I MUTUAL FUNDS I HINDI I

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@PhronesisInvestorAcademy 5 ай бұрын

Multiply Your Investment Knowledge with our Online Courses : 1. Masters of Stock Investing (MSI Course) 2. Masters of Mutual Fund (MMF Course) Website Link - www.phronesisinvestor.in/s/store What's App No - 9035318500

@marketingmusings-y5j 3 ай бұрын

Sir I have been investing in ICICI pru bluechop fund and it's doing well. But now I want to invest in ICICI pru large and midcap fund. Should I stop the large cap fund or continue in both? Risk profile is aggressive and outlook is 10 plus years. Corpus in icici bluechip is 2.5 lakh . I already have one flexible cap one small cap and one midcap fubd

@rajeshpuri6312 5 ай бұрын

Sir. Hdfc defence, sbi energy, parakh parikh flexi, quant flexi, hdfc manufacturing,. Axis small cap, canara robeco small cal. ( all r regular funds) Horizon 10 years, risk profile :- Agreesive

@garimellakundaliguruprasad6519 5 ай бұрын

When we switch Regular MF to Direct fund what will be the LTCG effect on equity funds after 1 year

@hoodaattar4877 4 ай бұрын

Transfer of units, if one give gift to grand children . Can it be done.

@IndranilRoy-gy9xv 5 ай бұрын

Is it suitable to park emergency fund in Arbitrage fund?

@MANISHKUMARSINGHvit 5 ай бұрын

risk profile very aggresive time duration 15yr+ icici bluechip fund 10l(2yr done) parag parikh 10l(1yr) kotak mid cap 5l motilal mid cap 10l quant small 1l axis small cap 1l axis elss 30l (almost 7yr back) nippon multicap 1l any change required please guide. i will invest every 5% correction

@handlerxy 5 ай бұрын

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)

@kaustuvghosh7208 5 ай бұрын

Sir , please make a vedio regarding health insurance, if it is not possible what to do due to high premium.

@madhusudhanarao-or4nk 5 ай бұрын

Thank you sir. As always, the messages are conveyed very thoughtfully.

@PhronesisInvestorAcademy 5 ай бұрын

Thank you and always welcome 🙂

@ganeshrammeheta1955 5 ай бұрын

Sir plz suggest banking finance mutual fund me lumaum invest kar sakta hu kya q ki intest rate kaat aana waliye plz suggest

@yogeshdisawal4361 5 ай бұрын

Aggressive investor Sip 5000 in four funds Sbi blue chip, kotak emerging, DSP small cap, HSBC infrastructure six years with regular I want to switch to direct mutual fund procedure and Iwant to shift other funds from SBI blue, HSBC please advise 8 more years I will continue sip

@parveenbeniwal1181 5 ай бұрын

Age- 32, high risk high return investor Time horizon- 15 years Current portfolio- 37 lakhs Current sip- 21,000/month 1. Parag Parikh flexi cap- 5000 2. Motilal Oswal midcap- 4000 3. Quant small cap- 4000 4. Axis small cap- 4000 5. Nippon small cap- 4000 Target is 5 crore in 15 years, SIP ko badha kar 50-60 hajar karna hai sir with stepup of 7-8% yearly. Please guide kijiye.

@अभिमन्युसिंह-छ9थ 5 ай бұрын

37 years age. High risk investor. SBI Small cap fund(7000), Invesco India Mid cap fund(6000), Canara Robeco Bluechip Equity Fund(5000). 4 saal se investment kar raha hun. Current XIRR 27.75% hai. SBI small cap fund 30.30% ka XIRR de raha hai, Invesco India Mid cap fund 31% de raha hai aur Canara Robeco Bluechip fund 20% de raha hai. Abhi is month se 2000 Motilal Oswal Micro cap fund mein start kiya hai. 20 saal tak invested rehna hai.

@RakeshSingh-wq2xd 5 ай бұрын

Sbi nifty 50 equal weight index fund 1 lack lamsum Sbi Contra fund 1 lack lamsum Quant Small cap 3000 sip Quant mid Cap 3000 sip Nipon Small cap 3000 sip Motilal oswal mid cap 3000 sip Target 15 to 20 year Pls Review Sir🙏 🙏 🙏

@frintojoseph8644 5 ай бұрын

PGIM INDIA MIDCAP Opportunities, cannera robbeca emerging equities, Parag Parikh flexi cap fund. Sir Iam doing sip 2500 rupees in each fund in every month and Iam planing to invest for next 10 year. Iam able to take full risk, I started my sip in 2022 so far my return is PGIM 24.85%,Canera 30%,PGIM 35%. Iam 34 year old and a big fan from Kerala ❤

@a.k2636 5 ай бұрын

Sir could you please review my portfolio (high risk taking ability and having long term minimum 10 yrs horizon,my age -34) 1.NPS-4 K/M 2.Kotak Muticap-10K/M 3.Parag PFcap-5K/M 4.Nippon 150 midcap index-10K/M 5.Axis+Canara+SBI - 3 nos Small cap- total 20K (10K+5K+5K)/M Having PPF-10 L FD-3L Term Insurance -90 L

@nilanshumahapatra7978 5 ай бұрын

I am Nilanshu and I am 21 years old. My risk profile is moderately aggressive and my investment horizon is at least 20 years. Please review my portfolio. 1. Axis growth opportunities fund (monthly sip of 2k) 2. Mirae asset large and mid cap fund (monthly sip of 2k) 3. Parag Parikh Flexi cap fund (monthly sip of 2k) 4. Canara Robecco small cap fund (monthly sip of 2k) 5. Quant Active cap fund (monthly sip of 2k) 6. Quant small cap fund (lumpsum of 20k once in 2/3 months whenever markets are down) 7. I am also investing 10k every month in PPF for coming 15 years.

@shivamENGG 5 ай бұрын

Gd evng sir. Really enjoying your videos! Pls review my portfolio Lumpsum (Jan 24) ABSL PSU - 01 lac Quant Infra - 50K Bharat 22 FoF - 40K SIP (17K per month) PP Flexi - 4K Quant Flexi - 4K MO Momentum 30 - 4K ICICI Div Yield - 3K HDFC Midcap - 1K HDFC BAF - 1K Mid Feb 24, I stopped small cap exposure but did not redeem in MFs like Quant, Nippon, Canara Robeco and Axis Also, SIP of Navi Nasdaq 100 got auto stopped from 01st April 24 I'm 33 and would like to invest for more than 15 yrs as an aggressive investor Kindly guide and help me re-balance this portfolio. Also, suggest in which of my existing MFs, I should do lumpsum if market corrects.

@pranavbadar7817 5 ай бұрын

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

@talibkhan2375 5 ай бұрын

Hi my age is 28yrs I started my sips of 20K since beginning of 2024 after watching your videos Parag Parikh 8K Quant small cap 6K HDFC sensex index 4k (Safeguarding money) Quant midcap 2k Risk profile - not very risky Planning to do add on every year by 10% kindly rewiew this I need to build 1cr in next 10yrs (2033) and then need 50K as swp per month with 5% increase of every year Await for your reply!!! Give some tips to stay invested

@basavegowda3147 5 ай бұрын

Small cap risky. Two funds from same amc.

@Filterlesstruthofindia1 3 ай бұрын

Uti nifty 50 index fund Icici nifty next 50 index fund Kotak emergency equity fund Tata nifty midcap 150 momentumm 50 fund Parag parikh flexy cap fund Motilala oswal large and midcap fund SBI contra fund Quant smallcap fund 10 year periods.. target 75 lakh..sir pleas review my portfolio ..mid agressive

@pramodpatil9926 5 ай бұрын

Age- 36, High Risk Return investor Time Horizon - 12 to 15 years SBI small cap - 3000 Sbi Equity Hybrid Fund - 2000 Sbi International Acces -500 Canada Robeco Small cap - 1000 Axis Mid cap - 3000

@DineshKumar-us2ko 5 ай бұрын

Sir please review my portfolio Time 10 se 11 year , high risk investor (1) Quant small cap 4500 (2) Nippon india small cap 3000 (3) Tata small cap 3000 (5) Bandhan small cap 3000 (5) Motilal oswal mid cap 3000 (5) Jm flexi cap 4500 Abhi 3 month se sip start kiya hu aur sabhi fund me 200-200 rs halfyearly step up bhi kiya hu

@Suresh-jw6mc5rt2y 5 ай бұрын

Sir good evening Mera Nam Suresh me 15 years keliye UTI nifty 50 index fund 1000 Motilal Oswal mid 150 index fund 2000 Nippon India 250 index 1000 TATA small cap 1000 Parag Parikh flexi cap 2000 SBI Contra 1000 HDFC balance advance 1000 ICICI prudential Nasdaq 100 index 1000 please review sir

@asusaslk9404 2 ай бұрын

Sir please review my portfolio Agressive Horizon for 10 year sip Parag parikh flexi cap 2000 JM Flexi cap. 2000 Tata Small cap 2000 Bandhan small cap 2000 Quant Moment. 2000

@keralapropertysale 5 ай бұрын

I am Aggressive investor .Age 44. 50 lak portfolio. 12.5 lak in axis small cap 12.5 lak in Canara robeco small cap 12.5 lak in axis growth opportunity 6.25 Parag Parikh flexi cap 6.25 lak Parag Parikh tax saver I need money only after 15 years Please review

@MUKESH.PATEL. 5 ай бұрын

Risk profile- Aggressive for 15years Target- wealth creation Parag Parikh filexi cap fund. 2k Quant filexi cap fund. 2k Sbi mid cap fund. 2k Canera small cap fund. 2k Quant small cap fund. 2k

@Debabrata277 5 ай бұрын

Sir please review my portfolio 🙏🙏🙏 Investment time 8 to 12 saal Age 36 Pichle 3 saal se sip kar Raha hu 22 % average return Mila hai, Axis small 3000 Canara small 2000 HDFC mid 3000 Mirae aset tax 3000 ICICI tec 1000 Quant flexi 2500 Risk profile very agryshipe Target 1cr. Pls review my portfolio sir Mirae aset tax sip Stop karke jab bhi market girega tab lumsum karta rahunga soch Raha hu

@manjalilpurushothaman4592 5 ай бұрын

Valuable edition sir 🙏

@PhronesisInvestorAcademy 5 ай бұрын

Thank You 🙂

@rupeshmasand9436 3 ай бұрын

Dear Sir, Name: Rupesh Masand Age 52 years, no pending loans, aggressive risk profile, investment horizon 10-15 years. The following are the investments: SBI equity hybrid.....2000 pm SIP....last 4 years ICICI Bluechip equity.....2000pm SIP...Last 1 year PPFAS Flexicap.....5000pm SIP...LAST 6 months Nippon Multicap....last 2 months....5000 pm Please suggest further portfolio or addition of suitable thematic fund Having adequate exposure in debt through FD, PPF. Regards

@Finaceonly 5 ай бұрын

Hello sir please review my port folio Aggeressive sip 8 years ke liye kruga aur 8 years ke baad is ko 7 years ke liye hold kruga Target 5 crore please review Mahindra manulife mid cap fund 2 lakh lumsum 21000 sip Mahindra manulife small cap fund 2 lakh lumsum 25 hazar sip Mahindra manulife multicap fund 2 lakh lumsum 20000 sip Paragh parikh flexicap fund 2 lakh lumsum 36000 sip Nippon india small cap fund 31000 sip Quant small cap fund 20000 sip Target 5 crore Please review my fund

@abirhalder1995 5 ай бұрын

Dear sir my name is - A. Halder. Age - 29 Investment time 20 years + Risk profile aggressive 3000 sip par manth Qqant small cap - 1000, Nippon India small cap - 1000, HDFC mid cap - 500, nifty next fifty - 500

@AkbarShaikhOfficial1109 5 ай бұрын

Good evening Sir. Please review my profile. Risk Profile : Very very high - Age : 45 years - 12 year investment horizon - investing as SIP since 2021 PPFAS Flexi Cap : 80,000/month Motilal Oswal Midcap : 60,000/ month Quant Active Fund : 80,000/month SBI contra fund : 70,000/month Bandhan small cap. : 30,000/month Tata small cap : 50,000/ month Having 20 lacs in Kotak emerging as Lumpsum also. Having 30 lacs as emergency fund, term plan for 2 CR. Appreciate your review Sir.

@dnyaneshwarpatil719 5 ай бұрын

Sir I am 52 year's old .I invest mutual fund Last 3 years. My portfolio is next 10 years investment agressive invester My foliwo five funds 1 . axis small cap direct growth fund.. 3 thousands. Per months. 12:13 2. Parag parik flexi cap direct growth fund 300Rs per month. 3. HDFC Defence direct growth Fund. Last 1 years 2000 per months . 4. Tata tax server last 1 years 2 thousand. Per month. 5. Axis long.tearm lamsum. 20 thousand. . My foliwo 50%xryp retun. Please rivew my portfolio.

@Debabrata277 5 ай бұрын

❤

@sudeepghoshal91 5 ай бұрын

My name is Sudeep Ghoshal and my age is 30 years please review my portfolio for at least 20 years ICICI flexicap Rs1000 Axis small cap Rs1000 HDFC midcap 500 Tata small cap 500 SBI multicap fund Rs 500 Nippon small cap fund Rs 500

@neena775 5 ай бұрын

So much fund

@rahulmatey7002 5 ай бұрын

Sir mai (West bangal ) sa bolrahahu 🙏 Mera portfolios ha : 13.000 SIP (10-12)years 1) Flexi cap fund : 2000 + 2000 = 4000 A) parag parig flexicap fund B) Quant flexicap fund 2 ) Mid cap fund : 2000 + 2000 = 4000 A) Motilal waswal midcap fund B) Quant mid cap fund 3 ) small cap fund : 2000 + 2000 = 4000 A) Nippon india small cap fund B) Quant small cap fund 4 ) Infrastructure fund : 2000 A ) Quant infrastructure fund Sir kiya mera portfolio sahi ha ??? 🙏

@ramsaran721 5 ай бұрын

I am ram saran my age is 53 years.please review my portfolio Sbi focused invested 300000 Invesco opportunity fund invested 75000 Quantum small cap fund invested 70000 Mare asset large cap invested 150000 Kotak emerging fund invested 200000 I have stopped all sips And invest lumpsum whenever the market goes down

@kaustuvghosh7208 5 ай бұрын

Sir, please make a vedio regarding health insurance, if it is not possible what to do due to high premium.