Quant Mid Cap Fund vs Motilal Oswal Midcap Fund: Which Midcap Fund is Best for Portfolio in 2024?

[@surendraadithe]

Sir out of Motilal Oswal Mid cap and HDFC Opportunities Midcap, which is better to invest in? Or is it better to invest equally among these two, or any other suggestion? Thanks

[@subratkumarsabat1648]

1

[@technicalgyan6633]

Awesome Explanation ❤️❤️🥰

[@anandsp11]

Very good analysis of these 2 funds.

[@sumitmundik5001]

Sir, Please evaluate the below portfolio for long term investment (beyond 15 years), I have not yet started any SIP's yet, but going to start in next 2/3 months Flexi Cap Funds: 1. JM Flexi Cap fund (Rs. 20,000) 2. Parag Parikh Flexi Cap fund (Rs. 20,000) Large&Midcap Funds: 1. Quant Large & Midcap fund: 20k Midcap Funds: 1. Motilal Oswal Midcap fund (Rs. 20,000) Small Cap Funds: 1. Nippon India small cap fund (Rs. 20,000) 2. Quant small cap fund (Rs. 20,000) Total SIP monthly: Rs. 120,000

[@shivam.158]

I am a seasoned investor and according to my experience i am suggesting to increase share in mid cap as mid cap in long term(10-15 years)give more returns than small cap.

[@InvestWithSKSingh]

As mentioned in previous response " Change the Quant Large & Midcap fund with "Bandhan Core Equity" will be a better choice, but investing such huge amount also think of hedging your risk, Like instead of JM Flexi Cap fund (Rs. 20,000) adding ICICI Prudential Multi Asset Fund or HDFC Balanced Advantage Fund will provide a risk adjusted returns in long run. And if you want pure equity then Instead of JM Flexi Cap fund (Rs. 20,000) Add Kotak Equity Opportunities Fund"

[@shangaritechnology]

Have invest 60k in quant mid cap fund . But now its at loss of 6000rs . But i need the money till month end . So should i wait till month end or should i take out money now only . Please tell

[@sandyg241]

Please compare franklin india smaller companies fund vs hdfc small cap fund.... considering aum and current market which one is better choice for sip

[@InvestWithSKSingh]

Sure i will soon plan for the same.

[@shanu420ification]

Can you please make same comparison video for all 3 contra funds?

[@InvestWithSKSingh]

Will try .

[@RudrakshSinghChauhaan33]

Thanks for the detailed vedio😊

[@Gurdeepglobal]

Sir quant ko hata ke motilal karde kya from last quarter quant not giving returns

[@Gurdeepglobal]

Please reply 🙏

[@InvestWithSKSingh]

Add Nippon India Growth fund + Motilal Oswal Midcap fund instead.

[@harshrastogi3272]

Sir confuse between quant value fund and jm value fund please suggest.

[@InvestWithSKSingh]

Quant value fund. If you are aggressive. JM value if you are not an aggressive investor.

[@jahansinghkushwah3285]

canara ki jaghe badhan small cap lena chahiye bhai apko

[@mrinmoyghosh09]

How is Edelweiss Mid Cap fund?

[@InvestWithSKSingh]

Great for investors looking for better risk adjusted returns. Risk management is great for this fund.

[@abhishekmukherjeelifestyle5117]

sir please review my portfolio 1.parag parikh flexi cap :- 1500 2. jm flexi cap :- 1500 3. quant small cap :- 1000 4.quant mid cap :- 1000 I am very much new to this..time horizon is 15 to 20 yrs..

[@arghyachattaraj6721]

Sip?

[@the_taurean_princess5635]

Hello, since I am very new into this world of mutual funds and investments, I would like to seek your guidance and have queries on some of my investment plans. I am already investing 5k each month in sbi elss tax saver fund. If i want to invest 10 k each month in sips , what is the recommended way of investing funds ensuring decent returns and minimal risk? 2K each in 5 funds or 5k each in 2 funds ? Also, is it alright to invest lumpsum amount of 50k or something like that in parag parikh elss in march, 2025 for tax savings purpose? I was thinking of doing monthly investments in icici prudential blue chip for 5 K and then , before the financial year ends , will invest in elss tax saver too . Also, do u recommend me to invest some portion of blue chip fund (5k) to any flexi cap or small cap funds?

[@InvestWithSKSingh]

Keep this portfolio for long term and keep increasing SIP annually. SBI Long Term Equity Fund - 5000 ITI ELSS Tax Saver Fund - 2500 Parag Parikh ELSS Tax Saver Fund - 2500 Kotak Equity Opportunities Fund - 2500 Tata business cycle fund - 2500 Invest via SIP only in all instead of lumpsum. Don't invest in lump sums in the current market. Invest via SIP until there is a big correction. I will discuss lump sums in my video whenever there are good opportunities.

[@SANTOOOOOSH]

Buy both

[@gurmanpreetsingh6617]

Hello sir My combo is Axis and quant small Motilal and sbi midcap Paparg parikh and nippon multicap Is it good ???

[@InvestWithSKSingh]

Its great but add no more fund just keep increasing SIP.

[@soumyaranjanmallick4783]

I want to invest 20k sip for month..please suggest me best fund.hope for ur reply 🙏

[@pkroy111]

Nifty 50 index fund

[@InvestWithSKSingh]

Quant Large and Mid Cap Fund - 4000 Tata business cycle Fund - 4000 ITI Mid Cap Fund - 4000 Kotak Small Cap Fund - 4000 JM flexicap - 4000

[@ndism3137]

Good analysis 👍🏻 Please make video on canara robeco small cap vs Edelweiss small cap fund

[@InvestWithSKSingh]

Sure I will

[@nikeshpatil1275]

Sir pls review my portfolio Uti nifty fifty:2k per month Parag parekh flexi cap:1k Quant small cap:1k Canara robecco small cap:2k Motilal Oswal midcap:2k Thinking of investing lumsum 50 k in Nippon India power and infrastructure fund

[@hetanparihar8070]

@nikeshpatil1275 don't lumpsum in Nippon instead you can invest in motilal oswal

[@InvestWithSKSingh]

Adding Tata Business Cycle Fund Instead of Uti nifty fifty:2k per month May provide better results. And if index fund preferred then HDFC Nifty 100 Index Fund

[@InvestWithSKSingh]

And strictly avoid investing lumpsum 50 k in Nippon India power and infrastructure fund in current market.

[@mohitgosavi9621]

Sir review my sip portfolio please. 1.Nippon india small cap Fund 2.Tata small cap fund 3.JM flexicap fund 4.Kotak Infrastructure and Economic Reform Fund 5.ICICI Prudential Nifty Next 50 Index Fund.

[@InvestWithSKSingh]

Instead of 5.ICICI Prudential Nifty Next 50 Index Fund. Investing in ICICI prudential bluechip or else Parag Parikh flexicap or else Tata business cycle fund may provide you better diversity and performance. Rest is fine.

[@sambamukkiri3260]

Iam invested in quant small cap and quant mid cap, motilal midcap,ICICI BHARAT 22 FOF, NIPPON SMALL CAP AND LARGE CAP,PARAKH PARIKH FLEXI CAP,ABSL PSU,HDFC DEFENCE. All are direct growth please review my portfolio please suggest this is for high returns for long term please suggest which is removed and added

[@InvestWithSKSingh]

Too much allocation in PSU my hurt in long term, It should be a on lesser side.

[@indranilchowdhury8867]

Motilal oswal m fund manager change ho chuka hai kya new investment karna sahi rahega?

[@shivachauhan6964]

Excellent analysis bro 👏

[@InvestWithSKSingh]

Glad you liked it

[@allofyoukannada]

Sir me 5lakh laumpsum karna chahta hu kis funds me nivesh kare plz batavo🙏🙏

[@InvestWithSKSingh]

Currently at this market high and it won't be a good idea, as if market correction happen it will ruin your invested capital.

[@dm5665]

Both of them good fund.

[@krishnaradhey2814]

Sir I want to ask ki agar midcap itna hi accha hai then kyo nhi other fund houses ne apna nifty midcap 150 ka fund, 4-5 saal phle launch Kiya.? Kyo sirf Motilal Oswal hi nifty midcap 150 index fund ka solo player hai(as of now) , Kyoki other fund houses ne recently hi apne fund launch kiye hai,, Do reply sir..

[@bettyjoseph7915]

Hello sir, please review my portfolio Nippon large cap -3k Invesco psu -2k JM flexi cap- 1k Tata small cap- 1k Quant small cap-1k Bandhan small cap- 1k(yet to add) Kotak infrastructure and economic reform fund -1k( yet to add) Do i need to make any changes? Please suggest!

[@XD-he6ep]

ye kotak infra ya phir invesco infra fund mat loo ..... sectortal funds hai bahut risk hai aur return bhi khass nhi..... agar 7 yrs minimum karoge toh hi lo

[@rajeshp6476]

One bandhan small cap is enough

[@InvestWithSKSingh]

Just one change Instead of Bandhan small cap- 1k(yet to add) Add ITI Mid Cap Fund Kotak infrastructure and economic reform fund -1k( yet to add) is a great choice, go for it.

[@HarshPatel-up5jk]

Hdfc mid cap opportunity fund Motilal Oswal midcap fund Or quan midcap fund any 2 plz advice sir

[@subratkumarsabat1648]

2

[@gauravchaudhary3550]

Please review my portfolio:- 1) ICICI PRUDENTIAL EQUITY AND DEBT -- 8k 2) parag parikh flexi cap --5k 3) motilal oswal midcap --5k 4) Axis small cap --3k 5) quant small cap -- 5k Long term investment

[@venkataramanashakhapur3759]

Please review my portfolio Parag Parikh Flexi cap- 10k Quant Midcap- 5k Motilal Oswal Midcap- 5k Nifty alpha 50- 5k Kindly suggest if any modification required

[@ajayvats9529]

I think you must go for one small cap rather than two mid cap fund

[@InvestWithSKSingh]

Instead of Quant Midcap- 5k Add Quant small cap. For better diversification and better results.

[@MohdAzharuddin-g4m]

​@@InvestWithSKSinghsir plz Mera portfolio bhi bataye Long term k liye Motilal ya quant midcap 6k Quant small.6k Aur us main bhi karta hoo Apple 3k Tesla 3k Nvidia 3k Broadcom 3k stock sip Plz bataye kya sahi rahega

[@manas123raul]

Pls review the below portfolio 1. Motilal oswal mid term direct growth - 10k 2. Quant small cap Dir growth - 10k 3. ICICI prudential Manufacturing Dir Gr - 5k 4. Edelweiss Mid Cap Dir - 5k 5.SBI Contra - 5k 6. Nippon India Small Cap Dir - 5k 7. Dsp nifty next 50 index fund - 5k 8. Quant Infra direct - 5k Regards, Manas

[@InvestWithSKSingh]

Instead of 7. Dsp nifty next 50 index fund - 5k better add ICICI Prudential Bluechip Fund or Quant Large cap fund

[@coolj5380]

Bhai quant ke sabhi mutual funds ko kya saap sung gaya hai kya, koi bhi accha perform kar hi raha hai

[@InvestWithSKSingh]

It will take some more time.

[@rajbirahlawat6502]

Sir jab jab bazaar Top per ho or jis unit ko 1 sal se jayda Hogaya hai to kaya 125000 gain nikalkar Re-invest Kare to Koi dekat to nahi. Return per kitna fark padega, OR kya yeh satergi sahi hai, jo kar sakta uske leye. Please Jawab dena. Ram Ram.

[@InvestWithSKSingh]

@rajbirahlawat6502 , Rs.1.25 lakh per year is tax free capital gain, it will be wise if redeemed at this market high without any regret in future even if market goes higher.

[@InvestWithSKSingh]

And market valuations are at peak, may continue till US election after that it may fall.

[@rakeshkhurana-n3r]

Pls don't invest in both the funds ..pls do your own analysis for last 3 to 4 months. Quant mid cap is poor performance after SEBI rAid. Pls invest cautiously..

[@ritishshelke4611]

Sebi raids on Quant mutual fund not on their holding stocks.

[@Entertainment99-j9b]

​@@ritishshelke4611yes 💯

[@RakeshR-wp4xg]

Buddy have some good info before giving it to others. U can't judge a Mutual Fund just by 3-4 months down performance. Atleast if it constantly fails for more than 1½ yrs, then u can compare and decide to change. Not until then..

[@RDS.Thinking]

Right, therefore I have stop sip in quant mid cap.

[@InvestWithSKSingh]

Front running cases is nothing new, wherever there is big money involve these this may occur, And notable front-running cases involving mutual funds in India: Axis Mutual Fund (2022): Involving Viresh Joshi and 20 others who were accused of front-running, leading to gains of approximately ₹30.56 crore. SEBI barred the involved entities from trading in the market. Sources: Business Standard, Moneycontrol Quant Mutual Fund (2023): SEBI initiated an investigation due to surveillance alerts of potential front-running activities. Searches were conducted at Quant’s Mumbai office. Sources: Moneycontrol, Economic Times LIC Mutual Fund (2018): Five entities used advance information about LIC’s trades to make profits. SEBI took strong action against the offenders. Sources: Mint, SEBI Report HDFC Mutual Fund (2007): Traders were penalized for using confidential information about buy/sell decisions. SEBI's investigation led to regulatory changes and penalties. Sources: The Hindu Business Line, SEBI Report Reliance Mutual Fund (2018): Two individuals front-ran trades based on insider information, gaining from post-trade price changes. SEBI penalized them. Sources: Financial Express, Economic Times SBI Mutual Fund (2010): A fund manager was found guilty of front-running SBI Mutual Fund’s bulk transactions, resulting in significant profits. SEBI imposed penalties. Sources: SEBI Report, Mint India Infoline Group (IIFL Wealth) (2019): A former dealer, along with two others, was barred for using insider information to place beneficial personal trades. Sources: Business Standard, IndiaCorpLaw UTI Mutual Fund (2005): Internal employees passed sensitive trade information to external entities, prompting SEBI to enhance mutual fund regulations. Sources: Economic Times, SEBI Report Kotak Mahindra Mutual Fund (2019): A fund manager front-ran significant trades, using privileged information to profit from market movements. SEBI took action. Sources: The Hindu, Business Standard

[@mehakpopli1587]

Sir please review my portfolio For next 10 years 1) JM FLEXI CAP = 7000 2) MOTILAL OSWAL MIDCAP = 7000 3) TATA SMALL CAP = 10000 4) NIPPON INDIA LARGE CAP = 6000

[@Gurdeepglobal]

Fund bhadiya h but thoda amount diversify karo 1,2 mutual fund or rakho portfolio me

[@ajayvats9529]

@@mehakpopli1587 badhya hain yahi rakho

[@sumitmundik5001]

Sir, Please evaluate the below portfolio for long term investment (beyond 15 years), I have not yet started any SIP's yet, but going to start in next 2/3 months Flexi Cap Funds: 1. JM Flexi Cap fund (Rs. 20,000) 2. Parag Parikh Flexi Cap fund (Rs. 20,000) Large&Midcap Funds: 1. Quant Large & Midcap fund: (Rs. 20,000) Midcap Funds: 1. Motilal Oswal Midcap fund (Rs. 20,000) Small Cap Funds: 1. Nippon India small cap fund (Rs. 20,000) 2. Quant small cap fund (Rs. 20,000) Total SIP monthly: Rs. 120,000 Any changes needed? shall I change the Quant Large&Midcap fund with "Bandhan Core Equity"? just to make sure I have AMC and investing style diversification. Thank you in advance.

[@InvestWithSKSingh]

Change the Quant Large & Midcap fund with "Bandhan Core Equity" will be a better choice, but investing such huge amount also think of hedging your risk, Like instead of JM Flexi Cap fund (Rs. 20,000) adding ICICI Prudential Multi Asset Fund or HDFC Balanced Advantage Fund will provide a risk adjusted returns in long run. And if you want pure equity then Instead of JM Flexi Cap fund (Rs. 20,000) Add Kotak Equity Opportunities Fund

[@sumitmundik5001]

@@InvestWithSKSingh Thank you for your valuable suggestion sir, I will check both and will take the decision.

[@ajaylamba8351]

Nicely explained in detail

[@InvestWithSKSingh]

Glad you find it helpful.

[@FarhatHussain13]

Hii ! Could you please review my portfolio as I’m a beginner. Motilal Oswal midcap fund :₹ 2000 ICICI prudential BHARAT 22 FOF Fund : ₹ 1500 Quant Small cap fund : ₹1500

[@SANJAYKUMAR-lq4ko]

Sir I'm invested in motilal Oswal midcap fund i want 1more midcap which is best please advise for long term more than 10 years HDFC mid cap or Edelweiss mid cap i waiting for your reply thanks 🙏

[@programs23]

Nippon india growth fund

[@IamSujoy93]

Edelweiss midcap fund

[@Akhilesh84929]

Nippon India 2000 SBI Contra fund 1000 SBI large and midcap fund 1000 SBI innovative opportunities regular plan 1000 SBI bluechip fund 2000 Tata small Cup fund 1000 Bandhan small cap fund 1000 20 साल के लिए सर जी मुझे कुछ पता नही है इसके बारे में क्या सही है या चेंज करना है

[@Akhilesh84929]

सर जी प्लीज रिप्लाई दीजिए

[@jahansinghkushwah3285]

quant mid cap gir rha hai negative aarha hai jab se liya hu

[@kartik123007]

It's a part of risk management strategy i think

[@InvestWithSKSingh]

Due to SEBI's action, will have to wait for sometime to get back to normal.

[@gbrindia]

I prefer Quant mid cap

[@kirathor7]

Hello please review my PP 1) Quant small :5k 2) JM Flexi: 5k 3) Motilal midcap: 5k i want to invest 10k more please suggest some funds

[@InvestWithSKSingh]

Tata business fund Kotak Multicap 5K each

[@MrityunjayPratapSingh-po7ru]

UTI Index Nifty 50 - ₹2000 Flexi Cap - ₹2500 - JM (₹1000) ; Parikh (₹1500) Can do SIPs worth 2500 more, where else should I invest? Please give recommendations.

[@InvestWithSKSingh]

Add a mid cap, rest is fine. ITI Mid Cap Fund - 2500

[@rahulprajapati5034]

केवल एक फंड रखना हो तो क्या होना चाहिए Flexicap या Multicap या कुछ और। Please reply

[@MohdOwaishofc]

If I do one time sip of Rs 100000 in Motilal Oswal for 1 year than how much return I get ?

[@InvestWithSKSingh]

In current market at this market high and that too for 1 year, it won't be a good idea as if market correction happen it will ruin your invested capital.

[@topviewver4063]

Sir please review this portfolio for long term perpose Quant small 2000 Quant mid 2000 Asix small 1000 Kotak emerging equity 1000 Canera robboco large 1000 Parag parikh flexi 1000 HDFC difence fund 1000 Sir kuch changes krna ho to batayte ya yehi rehne de

[@SwapnilVThorat-j6v]

Hello Sir I want to start my SIP WITH 14000 rs. My Portfolio is, 1. Flexi cap fund Parag Parikh 2800 Quant /JM 2800 any one from 2 2.Midcap Motilal Oswal. 2100 Quant 2100 3. Small cap Nippon 2100 Quant/Tata/SBI 2100 any one from 3 IS IT GOOD? Which one two select from any one from 2 and any one from 3 My first preference is quant butI worry about quant due to recent investigation any change required sir

[@InvestWithSKSingh]

Consider this. 1. Flexi cap fund Parag Parikh 2800 JM 2800 2.Midcap Motilal Oswal. 2100 Quant 2100 3. Small cap Nippon 2100 Tata 2100

[@InvestWithSKSingh]

Quant thing will settle.

[@SwapnilVThorat-j6v]

Ok thank you sir

[@XD-he6ep]

sir maine JM FLEXICAP FUND REG pai monthly 1000 rs ka sip kar raha hun and step up 100 rs per yr .... kya sahi rahega AGE 19 .... INVESTMENT PERIOD 3--5 YRS

[@InvestWithSKSingh]

Min 5 yrs it will be good.

[@merlimerlin2295]

Sir please review this portfolio for long term purpose Nippon small cap Quant small cap Quant infrafund direct growth Adithya birla psu fund Motilal Oswal mid cap fund Icici prudential commodities fund direct growth

[@InvestWithSKSingh]

Instead of Quant infra fund direct growth Better add Kotak Infrastructure and Economic Reform Fund for better risk adjusted returns for long term. Rest is fine.

[@merlimerlin2295]

@@InvestWithSKSingh sir review one more portfolio please Motilal Oswal midcap -2000 Tata small cap-900 Sbi contra fund -800 Parag Parikh flexi cap -1000 Nippon gold savings fund-300 for long term

[@allofyoukannada]

*Sir mera Naam Pradeep Age 31 he Me aapka sub video dekta hu aur like karta hu sir mera portfolio ke bareme batavo plz* SBI nifty next 50 index-200000 one time SBI Magnum Midcap -100000 one time SBI large and midcap-200000 one time SBI PSU -100000 one time SBI contra-275000 one time HDFC midcap-50000 one time Motilal Oswal midcap-100000 one time Nippon india growth -100000 one time Kotak emerging equity-100000 one time

[@InvestWithSKSingh]

Some changes in SBI mutual fund required Instead of SBI PSU Add Invesco PSU for 10 - 15 yrs And instead for SBI Magnum mid cap Add Nippon India growth fund Instead of SBI large and midcap fund Add Quant large and mid cap Or Tata business cycle fund Rest is fine.

[@merlimerlin2295]

sir review this portfolio also please Motilal Oswal midcap -2000 Tata small cap-900 Sbi contra fund -800 Parag Parikh flexi cap -1000 Nippon gold savings fund-300 for long term

[@InvestWithSKSingh]

Add Tata business cycle fund instead of Parag Parikh flexi cap -1000 Rest is perfectly fine.

[@ayushkhanna4978]

Hi Sir, Thanks for making this video, very helpful for the new investors to start their investment journeys. Request you to kindly review my portfolio: 1) JM flexi cap fund: 2500 2) Tata small cap fund: 2500 3) Motilal Oswal mid cap fund: 2500 4) sbi contra fund: 2500 5) Parag parikh elss tax saver fund: 2500

[@InvestWithSKSingh]

Noted, And as mentioned in my previous response, Its a very well thought portfolio for long term. Go for it. And keep increasing SIP annually.

[@lokeshkumar1538]

Sir please review my portfolio 1.SBI CONTRA FUND 2000 2.HDFC MIDCAP FUND 1000 3.TATA SMALL CAP FUND 1500 IS IT GOOD?

[@InvestWithSKSingh]

It's a perfectly fine and wisely created portfolio, no changes required. Just keep increasing SIP annually.

[@lokeshkumar1538]

Thanks a lot sir

[@KummiGowda-zj2ol]

Nice sir

[@InvestWithSKSingh]

Thanks and welcome.

[@subratkumarsabat1648]

AUM of Motilal Oswal MF is 18604 crores understand🙃🙃🙃

[@subratkumarsabat1648]

as on today 22897.60 crores

[@i__amsarfaraz]

Please review my portfolio 🙏 1.icici prudential nifty next 50 index fund 2.nippon india nifty small cap 250 index fund 3.hdfc mid cap opportunities fund 4.icici prudential multi cap fund 5.Adutya birla sun life psu equity fund If it requires further modification/Alteration/Addition Please suggest me

[@InvestWithSKSingh]

Just one change is enough, Instead of 1.icici prudential nifty next 50 index fund Add 1.icici prudential bluechip fund

[@MoHiTKuMar-id6ue]

Sir please check my portfolio (10 year ki liye) 1) Hdfc flexi cap fund: sip 2000 2) Sbi contra : sip 2000 3) Kotak infrastructure and economic direct growth:2000 4) Motilal Oswal mid cap: 40000 lumpsum amount Sir, If there is any need to change it then tell me?🙏🙏

[@InvestWithSKSingh]

Just one suggestion, Also add SIP to Motilal Oswal mid cap. Rest is fine.

[@rdvlogs7606]

Jm flexi cap fund 1000rs Tata business cycle fund 1000rs Kotak multi cap 1000rs for 10 years. Please review my portfolio,

[@InvestWithSKSingh]

This is great. Hats off to your choices. Very well thought. No changes required.

[@nayangupta5764]

Quant mf all schemes underperform in 2024 after market high valuation . Fund manager not beat catagery fund with high margin.

[@khushalpawar4314]

Sir plz review my portfolio, age 21, 15 years ke liye september se sip chaalu karunga , total lumspum-350000 aur sip-1000 of each Abhi sirf sip chaalu kiya hai bus , baaki market me kuch correction dikhega to itna amount lumspum karunga . Quant small cap fund-75000, sip-1000 Tata small cap fund-75000, sip -1000 Motilal Oswal mid cap -70000, sip-1000 Jm flexi cap -70000, sip-1000 Parag flexi cap-70000, sip -1000 Sir jan me in sab funds me 4 lakh aur lumsum karunga, baaki sip same rahegi, plz bataiye ye fund sahi hai kya 15 years ke liye Mene jm flexi ke saath parag flexi cap ko isliye rakha kyuki 5 years ke baad mujhe ek fund ka paisa wapas chaiye baaki sare fund 15 years ke liye rakhunga, Isliye mene large cap ki jagah pe parag flexi cap ko rakha kyuki iska jyada allocation large cap me hi hai , isliye jyada risky nhi hai , isliye mujhe lag rha hai 5 years tak to consistent rahega ye , to mere hisaab se 5 years ke liye ye sahi rahega Sir plz replie kya mera portfolio sahi hai, any recomandation plz replie 🙏

[@InvestWithSKSingh]

Apka portfolio bilkul sahi hai, lekin jan me in sab funds me 4 lakh aur lumsum aviod kijiyega, as after US election there are higher chances of market fall. So wait for big correction, before lumpsum.

[@harshrastogi3272]

Sir please review my portfolio Quant small cap fund-2k Quant value fund-2k Aditya birla sun life psu fund-1k Motilal oswal mid cap fund-2k Nippon india small cap fund-1k Hdfc defence fund-2k Franklin build india fund-1k Do I need to make any changes please suggest .

[@harshrastogi3272]

Please reply sir

[@rolwincrasta2317]

Quant mid cap is the best

[@avyuktbadgi5396]

@rolwincrasta2317 can you please brief why is that ?

[@rolwincrasta2317]

@avyuktbadgi5396 No buddy, I'm moving to Motilal oswal mid cap. Quant is not performing well at the moment coz of sebi raid.

[@mimudutta7301]

Quant strategy of investing is showing failure in recent time because of increase of AUM size, better to avoid all Quant funds

[@ashutoshlatoriya7363]

Hello sir, Can you please review my portfolio Nippon India small cap 3000 Axis Midcap Direct Plan growth 5000 Axis small cap 3000 Canara robeco bluechip fund 5500 Mirae asset Midcap fund 1000 Parag parikh flexi cap fund 2000 Quant small cap fund 2000 I am hearing so much of negative reviews about axis midcap, which I am investing in for quite long now. Can you please suggest if I should exit or hold it Or any changes required in portfolio please, I am confused about which midcap funds to keep... I have recently added Nippon India small cap and quant small cap. I want to increase the SIP amount by 5000 please suggest which one should I choose.

[@InvestWithSKSingh]

Ashutosh Ji, If your capital gain taxes are not on higher side then, redeem Axis midcap. And add ITI Mid Cap Fund And one more change Instead of Canara robeco bluechip fund 5500 Add Tata business cycle fund For overall better portfolio returns.

[@indian2030]

Sir please review this portfolio for long term purpose Mirae asset large & mid cap fund - 1000 (Sip Age - 3.3 Years Going on) Axis Small cap fund - 1000 (Age - 2.6 Year Going on) HSBC Multicap Fund - 1000 (Age - 11 Month Going on) franklin india opportunities Fund - 1500 (Age - 7 Month Going on) Also want to increase 1.5k amount. Plz revert

[@SwapnilVThorat-j6v]

What if quant mutual fund finds guilty In Sebi investigation

[@InvestWithSKSingh]

Yes, it is. But nothing till now.

[@jishnu18]

Guilty of what? It affects the fund manager who did that not the fund house. Nippon,HDFC,axis all had front running cases before

[@atikkhan7299]

Is case ke chalte Abhi Quant MF me invest kar sakte he?? Plz reply

[@InvestWithSKSingh]

Yes but only in SIP mode at this market high.

[@atikkhan7299]

@@InvestWithSKSingh thank you sir

[@peshype7172]

I invest in Motilal Mid Cap because it has 20% exposure in Large Cap & almost 12% in Debt for extra protection.. still it’s delivering top notch return 🔥

[@angadsingh6006]

is it good to invest now since its perfomin too good so cnt judge the performance in near future

[@InvestWithSKSingh]

Great analysis.

[@InvestWithSKSingh]

Only via SIP, as at this point correction may happen with any bad event.

[@Shakib2710]

HI SIR I AM 20 YR OLD TOTALLY NEW TO INVESTMENT WORLD I INVESTED : 1. ICICI PRU BLUECHIP FUND 2.5K 2. MOTILAL MIDCAP 2.5K 3. JM FLEXI CAP 2.5K PLEASE REVIEW MY PORTFOLIO AS I AM VERY NEW AND LOW RISK HANDLER BUT STABLE RETURNS.

[@pandyagirish7970]

Mere ko lut liya motilal oswal ne

[@BeastxShivam]

Please review my portfolio Icici Prudential nifty next 50 ₹3000 Motilal oswal mid cap ₹2000 Hdfc mid cap opportunity ₹2000 Nippon small cap fund ₹1000 I have invest more ₹2000 in which fund i should invest ?

[@rajkumaringanthoibi2730]

Sir please check my portfolio I want to invest 10k per month...already invested 6500 in...sir please recommend where to invest my 3500? Tata small cap 2500 Parag Parikh flexi cap 2000 Motilal Oswal mid cap 2000

[@ankitsangar8772]

Invest in Tata Small cap 2000 and rest in motilal oswal..

[@InvestWithSKSingh]

ITI Multi Cap Fund - 3500 It a good fund house and risk adjusted returns are great. Good for long term investing. Adding great value to your overall portfolio.

[@VikranthreddyPutta]

Hi Sir, I want to do a monthly SIP of 30k(not started yet). Can you please review the below portfolio ? Kindly suggest if I need to change any mutual fund category or the amount mentioned below. I have been following your videos from quite some time. Your suggestions and advice really help a lot of people. 1. UTI Nifty 50 Index Fund - 3k 2. ICICI Pru Nifty Next 50 Index Fund - 3k 3. Parag Parikh Flexi Cap Fund - 4k 4. JM Flexi Cap Fund - 4k 5. Motilal Oswal Mid Cap Fund - 4k 6. Quant Mid Cap Fund - 4k 7. Nippon Small Cap Fund - 3k 8. Quant Small Cap Fund - 3k 9. Tata Small Cap Fund - 3k

[@BhabaniPrasadSarangi]

Portfolio distribution is more or less fine except Nippon Small cap and quant small cap should not be clubbed together in the same portfolio. Both funds have high standard deviation and beta value. Tata with either quant or Nippon is fine....Rest all are fine considering you are a medium to aggressive investor

[@InvestWithSKSingh]

Hi Vikrant Ji, First of all thanks a ton for your support at KZbin , it really means a lot. Now coming to your portfolio Two changes can improve your overall portfolio performance and returns. Switch Nippon small cap fund to ICICI prudential multi asset fund And Parag Parikh flexi cap To Tata business cycle fund Rest is fine And Add no more funds.

[@VikranthreddyPutta]

@@BhabaniPrasadSarangi Thank you so much for your valuable suggestion. It means a lot.

[@VikranthreddyPutta]

@@InvestWithSKSingh Thank you so much for your reply. Should I consider changing Nifty 50 and Nifty Next 50 with 1. ICICI Prudential Nifty 200 momentum 30 index funds And 2. Tata Nifty Midcap 150 Momentum 50 Index Fund ? Can you please go through my portfolio and advice?

[@gouravnandy5401]

Hello sir, please suggest Want to invest 6500 per month 2000 - Hdfc midcap 1500 - Parag parikh flexi 1000 - Nippon small cap Confused with last 2.5k Should I go with Aditya birla psu or uti index 50 or should i go with another midcap motilal oswal?

[@InvestWithSKSingh]

Instead of 1500 - Parag parikh flexi Add Tata business cycle fund - 2500 And remaining 1500 Bandhan small cap - 1500

[@Abhishek1919911]

Sir please poora comment padhiyega and batayega apka kya opinion hai Mai 33 saal ka hu and 31k sip per month kar raha hu with a investment horizon of 15-20 year. 1.UTI Nifty 50 Index -5k 2.Motilal Oswal Mid Cap- 3k(90 k lump sum kar chuka hu isme) 3.Quant Mid Cap- 3k(50k invested so far). 4. JM Flexi cap - 5k(50k invested so far) 6.Canara Robeco Small Cap- 4k(50k invested so far) 7. Quant small Cap - 4k(50k invested so far) 8.Nippon Small Cap - 7k(50k invested so far) Sir quant pichle kayee month se under perform kar raha hai kya mujhe quant se switch karke HFDC mid ya nippon mid le lena chayee

[@InvestWithSKSingh]

Most o fthe funds are great, but in small cap allocation is on very higher side. One market downturn it may impact your overall returns badly. Just one suggestion/change may improvise your overall returns. Instead of 6.Canara Robeco Small Cap- 4k(50k invested so far) Add Tata business cycle fund for better overall portfolio performance.

[@artwithartist1012]

Hi sir Please review my portfolio Investment amount 4k each: Parag Parikh Flexi Cap Fund DG JM Flexi Cap Fund DH Motilal Oswal Midcap Fund DG Nippon Small Cap Fund DG Quant Small Cap Fund DG SBI Small Cap Fund DG Age 24 Invested, 146,000 in 1 year approx Return: 21% approx Total is: 1,80,000 Target 1cr at age of 33 to 35 Is this possible within 11 to 12 years? Should I make any changes? I have to wait more? Thanks!

[@InvestWithSKSingh]

Two changes may improvise the overall returns, Instead of Parag Parikh Flexi Cap Fund DG Add ITI Mid Cap Fund And Instead of SBI Small Cap Fund DG Add Kotak Multicap Fund It may improvise the overall returns in long term. Rest is perfectly fine. JM Flexi Cap Fund DH Motilal Oswal Midcap Fund DG Nippon Small Cap Fund DG Quant Small Cap Fund DG

[@InvestWithSKSingh]

With this there is higher probability to reach this desired target in next 12 yrs. Rest depends on market then.

[@jagaan999]

Thanks for information sir.Iam 35 year old employee Please review my portfolio and let me know for feedback: UTI nifty 50 index fund direct growth 2k SBI large and mid cap direct plan 2k growth JM flexi cap direct growth 2k Quant flexi cap direct growth 2k Motilal oswald mid cap fund direct growth 2k Tata small cap direct growth 2k Quant small cap direct growth 2k

[@InvestWithSKSingh]

Instead of UTI nifty 50 index fund direct growth 2k ITI midcap fund could add more value to your portfolio.

[@d_d_64]

Sir my new profoli 2500 lumpsum in jm flexicap fund 5000 lumpsum in. Quant infrastructure fund SIP 700 in Nippon small cap fund 1000 in quant small cap fund 1000 in parag parikh flexi cap fund 200 in jm flexicap fund

[@InvestWithSKSingh]

Instead of quant small cap Add Quant mid cap Or Nippon India growth fund Rest is fine.

[@udaysengupta1724]

Hello sir, Please help to review my portfolio, have recently started a monthly sip of 15k, Here is the distribution: 1. Nippon India small cap: 2400 2. Tata small cap: 2400 3. Motilal Oswal mid cap: 2400 4. Quant mid cap: 2400 5. JM Flexicap: 2700 6. SBI Contra fund: 2700 Please suggest if any fund needs to be added/replaced or removed, would love other's inputs as well. Also i am thinking to add one more fund as I can extend my monthly sip to 17.5k, please suggest.

[@Gurdeepglobal]

Aapne quant mid abhi Start kiya h ya already phele se h

[@santanupaul817]

🔥🔥👌👌

[@InvestWithSKSingh]

Thanks

[@manas123raul]

@InvestWithSKSingh Pls review the below portfolio 1. Motilal oswal mid term direct growth - 10k 2. Quant small cap Dir growth - 10k 3. ICICI prudential Manufacturing Dir Gr - 5k 4. Edelweiss Mid Cap Dir - 5k 5.SBI Contra - 5k 6. Nippon India Small Cap Dir - 5k 7. Dsp nifty next 50 index fund - 5k 8. Quant Infra direct - 5k Regards, Manas

[@InvestWithSKSingh]

This is not required. 7. Dsp nifty next 50 index fund - 5k Instead add JM Large Cap Fund Rest is fiine.

[@manas123raul]

@@InvestWithSKSingh is it a good time to start SIP in Parag Parikh Flexi Cap?

[@merlimerlin2295]

Sir please review this portfolio for long term Nippon small cap Quant small cap Quant infrafund direct growth Adithya birla psu fund Motilal Oswal mid cap fund Icici prudential commodities fund direct growth

[@InvestWithSKSingh]

As mentioned earlier "Instead of Quant infra fund direct growth Better add Kotak Infrastructure and Economic Reform Fund for better risk adjusted returns for long term. Rest is fine. "

[@merlimerlin2295]

@@InvestWithSKSingh sir review one more portfolio please Motilal Oswal midcap -2000 Tata small cap-900 Sbi contra fund -800 Parag Parikh flexi cap -1000 Nippon gold savings fund-300 for long term

[@manas123raul]

@InvestWithSKSingh Pls review the below portfolio 1. Motilal oswal mid term direct growth - 10k 2. Quant small cap Dir growth - 10k 3. ICICI prudential Manufacturing Dir Gr - 5k 4. Edelweiss Mid Cap Dir - 5k 5.SBI Contra - 5k 6. Nippon India Small Cap Dir - 5k 7. Dsp nifty next 50 index fund - 5k 8. Quant Infra direct - 5k Regards, Manas

[@InvestWithSKSingh]

As mentioned earlier " Instead of 7. Dsp nifty next 50 index fund - 5k better add ICICI Prudential Bluechip Fund or Quant Large cap fund"

[@khushalpawar4314]

Sir plz review my portfolio, age 21, 15 years ke liye september se sip chaalu karunga , total lumspum-350000 aur sip-1000 of each Abhi sirf sip chaalu kiya hai bus , baaki market me kuch correction dikhega to itna amount lumspum karunga . Quant small cap fund-75000, sip-1000 Tata small cap fund-75000, sip -1000 Motilal Oswal mid cap -70000, sip-1000 Jm flexi cap -70000, sip-1000 Parag flexi cap-70000, sip -1000 Sir jan me in sab funds me 4 lakh aur lumsum karunga, baaki sip same rahegi, plz bataiye ye fund sahi hai kya 15 years ke liye Mene jm flexi ke saath parag flexi cap ko isliye rakha kyuki 5 years ke baad mujhe ek fund ka paisa wapas chaiye baaki sare fund 15 years ke liye rakhunga, Isliye mene large cap ki jagah pe parag flexi cap ko rakha kyuki iska jyada allocation large cap me hi hai , isliye jyada risky nhi hai , isliye mujhe lag rha hai 5 years tak to consistent rahega ye , to mere hisaab se 5 years ke liye ye sahi rahega Sir plz replie kya mera portfolio sahi hai, any recomandation plz replie 🙏

[@InvestWithSKSingh]

As mentioned earlier "Apka portfolio bilkul sahi hai, lekin jan me in sab funds me 4 lakh aur lumsum aviod kijiyega, as after US election there are higher chances of market fall. So wait for big correction, before lumpsum." If still needs clarification feel free to write to us.

[@gauravchaudhary3550]

Please review my portfolio:- 1) ICICI PRUDENTIAL EQUITY AND DEBT -- 8k 2) parag parikh flexi cap --5k 3) motilal oswal midcap --5k 4) Axis small cap --3k 5) quant small cap -- 5k Long term investment