Should you add multicap fund or Balanced advantage fund | B Wealthy Help Live with Swati Kumari

[@prosenjitdey4864]

Thank you Sweta and Swati Ma'am..

[@manjalilpurushothaman4592]

Valuable edition Madam 🙏

[@manorakhee]

Edelweiss balanced advantage fund is my core portfolio. It has delivered equivalent to Nifty with low volatility.

[@AmitSingh-kp1nx]

Pls review bandhan innovation fund

[@manashmitra5826]

Ma'am kya STP karne se exit load & STCG nahi lagegi?

[@AsifAliRizwaan]

Lagega

[@krishnamohansingh5382]

Aapka show bahut bara fan hu mam Aapka show dekh kar portfolio banaye or har video time nikal kar dekhte hai bahut bistar se har topic ko cover karne hai aage bhi karte rahiye 😊

[@BWealthy]

Thank you Krishna Jee. जान कर खुशी हुई कि B Wealthy के वीडियो से आपको निवेश में मदद मिली। Stay Blessed, Healthy & B Wealthy

[@vermajay7]

​@@BWealthy Please review my portfolio- 1. Motilal Oswal midcap fund - 1लाख lumpsum + 1500₹ SIP 2. Nippon midcap fund -50000₹ lumpsum +1000₹ SIP 3. HDFC midcap fund -50000 lumpsum +1000₹ SIP 4. Nippon smallCap fund - 50000₹ lumpsum +1500₹ SIP 5. Quant small cap fund - 50000+1500₹ SIP 6. Tata small cap fund - 50000+1500₹ SIP 7. AXIS multicap fund - 50000₹ Lumpsum 8. Parag parik Flexi cap fund-30000₹ lumpsum + 1000₹ SIP 9. ICICI Prudential equity and debt fund - 20000₹ lumpsum Allocation - Large cap -44% Mid cap -38% Small cap -18% Time duration - 15 years Target -1-1.5 crore After 17 year 50k SWP for next 20 years

[@hiten5629]

Thankyou mam

[@priyankarkumar1935]

Ma'am आप forex ट्रेडिंग के बारे में भी बताती है या नहीं।

[@Pavan-kw3ix]

Swati ji ..looking gorgeous 😘😘😘😘 love your beauty at this age

[@arjunsuresh1470]

2 questions, 1- what are the criteria for portfolio not to overlap.As per my understanding you cannot have same fund managers (axis blue chip vs axis midcap) and also from same fundhouses (axis blue chip vs icici large cap) Can we compare large vs flexi/multi ?? 2-Suppose i start sip of 1000 with stepup of 10%, it has gone to 10 months (10000) but at 11th month i have got a bonus and wanted to put 3000... Can i invest 3000 for one time or it should go 3000 monthly. Will there be any advantage by end of year in terms of return ?

[@AshishGershom]

Nasdaq ne koi bhi fund paisa le nahi raha hai tow kya kare?

[@vakilkumar2810]

MOS 100

[@vakilkumar2810]

MON

[@AshishGershom]

@@vakilkumar2810 means?

[@aksket2000]

Motilal Oswal S&P 500 SIP is one option but for AMC SIP only.

[@AshishGershom]

@aksket2000 just now S&P 500 also closed not working 😔😔

[@maheshmoharir9314]

Balanced advantage fund is it more suitable for those who are retired?

[@BWealthy]

ऐसा एकदम ज़रूरी नहीं है महेश जी। निवेशक की ज़रूरत के हिसाब से फंड की कैटेगरी सेलेक्ट की जाती है। Stay Blessed, Healthy & B Wealthy

[@aksket2000]

Somewhat true. Atleast 50% of total MF.

[@vermajay7]

​@@BWealthy Please review my portfolio- 1. Motilal Oswal midcap fund - 1लाख lumpsum + 1500₹ SIP 2. Nippon midcap fund -50000₹ lumpsum +1000₹ SIP 3. HDFC midcap fund -50000 lumpsum +1000₹ SIP 4. Nippon smallCap fund - 50000₹ lumpsum +1500₹ SIP 5. Quant small cap fund - 50000+1500₹ SIP 6. Tata small cap fund - 50000+1500₹ SIP 7. AXIS multicap fund - 50000₹ Lumpsum 8. Parag parik Flexi cap fund-30000₹ lumpsum + 1000₹ SIP 9. ICICI Prudential equity and debt fund - 20000₹ lumpsum Allocation - Large cap -44% Mid cap -38% Small cap -18% Time duration - 15 years Target -1-1.5 crore After 17 year 50k SWP for next 20 years

[@SuneetSingh-pm4vs]

Madem Mera sip Tata small cap Nippon large cap Motilal Oswal mid cap Kya yeh mutal fund sehi hai kya One CR targate hai kitna Paisa dalu isme

[@suparbhatamindia4158]

Hi Mam Namskaram My portfolio is going to down But I am no exit,

[@samgupt7422]

Swati ji , mere father retired hai or unke paas ppf ka paisa padha hai approximately 30lacs to mujhe kya ye Paisa balance advance fund mai daal dena chahiye 3 saal k liye growth mai and after 3 year isme se swp start kerne ki soch raha hu to kya ye sahi hoga?

[@shaileshchoudhary2175]

EPF ya PPF

[@krishnamohansingh5382]

Good evening mam

[@crazycat5048]

What happened to the video?

[@satendrapratapsingh8621]

Good evening mam Aditya BSL ELSS Tax Saver Gr-500 Axis ELSS Tax Saver Gr-100 ICICI Pur ELSS Tax Saver Gr-500 SIP kar rahe hai

[@krishnamohansingh5382]

Good morning mam Mohan sasaram bihar se Age 33 year Time 15yr Tgt 01cro Risk medium Goal bacha ka parai or retarment My portfolio sip 17000 par month Qreview please 🙏 Nippon india small Sip 2000 Hdfc mid opp 2000 Motilal Oswal large mid 4000 Kotak multi 4000 Parag Parikh flexi 3000 Sbi contra sip 2000 Sbi contra Lump sum 170000 Sbi focused equity 600000 Total current velue 2.7 lakh hai Q.1.ammout 5000 or har month badhana hai kis scheme me kare Q.2. portfolio overlaps hai kya Q. 3 focused equity fund ka banchmark bit nahi kar rahe hai kya karna chahiye please suggest 🙏

[@krishnamohansingh5382]

My portfolio review please mam

[@nishantharit5861]

Hi Swati ma’am i am a following you from last few months on instagram but couldn’t find anything clear on mutual funds I would like to ask you about the current situation in my portfolio I have quant infra quant small cap and quant mid cap but they are dipping so don’t know what to do

[@vermajay7]

Please review my portfolio- 1. Motilal Oswal midcap fund - 1लाख lumpsum + 1500₹ SIP 2. Nippon midcap fund -50000₹ lumpsum +1000₹ SIP 3. HDFC midcap fund -50000 lumpsum +1000₹ SIP 4. Nippon smallCap fund - 50000₹ lumpsum +1500₹ SIP 5. Quant small cap fund - 50000+1500₹ SIP 6. Tata small cap fund - 50000+1500₹ SIP 7. AXIS multicap fund - 50000₹ Lumpsum 8. Parag parik Flexi cap fund-30000₹ lumpsum + 1000₹ SIP 9. ICICI Prudential equity and debt fund - 20000₹ lumpsum Allocation - Large cap -44% Mid cap -38% Small cap -18% Time duration - 15 years Target -1-1.5 crore After 17 year 50k SWP for next 20 years

[@sureliyanihal9913]

Review my portfolio age 34 HDFC s&p index fund 5000 Parag Parikh flexi 8000 Nippon india small 10000 HDFC mid 10000 Axis Small 5000