Part 3 - Buy 4 Mutual Funds Every Month | Monthly Mutual Fund Strategy | Rahul Jain Analysis

This is part 3 of mutual fund series buy 4 mutual funds every month.
For an investor, this is an important aspect of Monthly Mutual Fund Strategy.
I suggest that investors consider 4 mutual funds to buy every month so that their monthly mutual fund investment gives solid returns for long term.
How to allocate money to mutual funds could be tricky so I have tried to come up with the best mutual fund allocation method in this video series.
Please take this video as education and do further research to shortlist best mutual funds for 2023 as per your risk appetite.
Investing for life by finding the best mutual funds for long term investment in 2023 is simplified in this video.
You can subscribe to my smart investing channel to get started with mutual funds and stock investments.
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I am also available on:
🚀💥Email: [e-mail]
🚀💥 Insta: / torahulj
🚀💥 LinkedIn: / connectwithrahuljain
🚀💥 Twitter: / torahulj
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Hello,
At 14 🧒, I founded my first business and sold thousands of comics. Ran it for 3 years.
2004, I felt proud of getting a gold medal for my B.Tech from NIT Jaipur in Metallurgy. 💪
I got hired by a steel company. 11 months into it, I couldn’t stand the heat, dust, and noise. 😔
The gold medal I achieved didn’t help me. 4 years of my engineering felt wasted. 😢
I quit. 🤞
2005, I got into a tier 3 MBA school BIMM Pune. Got hired by Mindtree as a Business Analyst. 😊
2010 changed my life and I came to London and became a proud Londoner since then. 😊
Over 14 years, I grew into an IT leader and currently spend my 9-6 as an IT delivery Manager 👨💻
I can only be found on Tennis courts on Thursday evenings, strong at forehand and weak at backhand. 🎾
Every Sunday I teach 👨🏫 moral and Jain values to the kids 🚸 of age group 4-8.
On this channel, I share insights about the following:
• Personal Finance
• Career
• LinkedIn
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Credits:
Stock Videos from Pixabay and Pexels
Logos: Wikipedia Commons
Video Editing by: Nikhil Jain Kothiya
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DISCLAIMER:
PLEASE NOTE that I AM NOT A SEBI-REGISTERED ADVISOR so please do your own research. This video is only for educational and entertainment purposes.
#rahuljain #rahuljainfinance #investingforbeginners

[@vaibhavgundawar7533]

Sir, We absolutely need part 4 describing small cap mutual fund.

[@PrashantSingh-oc3rj]

Yes absolutely. Fourth part is required.Appreciate your hard work and dedication.

[@srinivasansv1479]

We absolutely need part 4 describing small cap mutual fund.

[@abhagauri9381]

Now I have more knowledge about personal finance. I just subscribed to your channel. Big ups to everyone working effortlessly trying to earn a living while building wealth in this recession. I’m 45 and my husband is 51, we are both retired, no debts. We are currently living a frugal and financially savvy lifestyle and generating passive income even during this recessionary period. Our commitment to saving and investing in the financial market has enabled us to maintain this lifestyle and continue earning monthly passively through investment;:)

[@AlejandroPerez-vw8dr]

Very impressive!!! I'm going through an early stage of divorce right now and it saddens me. Not quite long I started investing. I'm very curious and need help on how to enhance and increase my returns. Any good investment tips would be appreciated. It's hard to find someone that's reliable. When I see how what you've achieved by investing, I could really use your investment advisor., if you don't mind sharing his information.

[@abhagauri9381]

No problem at all! If you're seeking to earn substantial profits from your investment, I would suggest determining your investment horizon and implementing a long-term plan. I worked with Claire Martha Magalhaes to create a long-term investment strategy, and she assisted me in managing my investments while I focused on my job without any concerns.

[@AlejandroPerez-vw8dr]

Thank you for your advice. It's challenging to find a reliable investment advisor, and I appreciate your input. Seeing the successes you've achieved through investing, I would love to have access to your investment advisor's information if you wouldn't mind sharing it.

[@abhagauri9381]

I work with *CLAIRE MARTHA MAGALHAES* ,who is based in the United States. If you would like more information about her, you can conduct a search online.

[@marinascholz9963]

Personally, I feel fortunate to be one of the many people who have had the opportunity to work with Claire Martha Magalhaes. Thanks to her advice and expertise, I have been able to provide for myself and lead a fulfilling life. Claire is a highly competent and trustworthy advisor, and I am truly grateful to have her on my side. It is not easy to find someone who is not only knowledgeable but also has the necessary skills to manage investments effectively. I feel indebted to her and will continue to offer my support and prayers.

[@durgarani4193]

The oldest mutual fund is UTI AMC 15/10/86 (UTI Master Share Unit Scheme - IDCW)

[@Dheerajkumar-gx5ty]

Not 100%sure , but i think its UTI, my dad said so super, kool during those time, people had lowest knowledge about the Power Of Compounding... Love sir 🎉🎉🎉Rahul, ur the best

[@kraja6112]

Yes Ragul , We certainly need Part 4 of this on Small cap fund..Pl.make a video on that. Thank you... Certainty your analysing power is helpful to the retail investors like us... Thank you once again.. God bless you..

[@dr.niravparmar2749]

Yes Mr. Rahul Jain Thanks for your video. Help me a lot in my mutual fund investment.. Please make your new video regarding best smallcap mutual fund for sip in long term. Once again thank you very much, Rahulbhai.

[@jone7828]

YES, pl part 4, I apriciate your hard work and knowledge

[@harishvaswani3375]

Yes pls make part 4. Thanks Rahul for the in-depth analysis & data-based selection.

[@vilaskd]

Thank Rahul. u have done a great job for the investor,. I was so much confused about investing in a mutual fund, I was not able to select the MF that suit to my investment. after seeing your video got confidence and know how to find a mutual fund. requesting you pls make a 4th Video on small-cap MF. Thanks. God Bless you

[@kmrao06]

Thank you very much for helping in arriving at the most suitable Mutual fund. Eagerly waiting for Part 4 on mutual funds

[@rsubbu2000]

Eye opener.Thanks. Part 4 is a must without which the basket is not complete. Request to share your thoughts on Small cap mutual funds.

[@adityanandchakilam5813]

Yes. We need Part 4, Rahul ji, of Small cap funds, mentioning the top 3 funds for investment now in 2023,Please.Ur explanation and narration is excellent.

[@sonuagarwal7745]

All the parts so far has been excellent Rahul, thank you for the detailed analysis. Let's please make the part 4 coz as I said earlier in my last comment on Part 2 Video.. SMALLCAPS will be the place we make the most money.

[@girishs.1375]

Yes, eagerly waiting for the Part 4. Thank you.

[@mehuldsilva]

Very useful video, eye opener. Will invest in Nifty midcap 150 index instead of any Midcap mutual fund. As the returns are higher and very less MFs beat this benchmark.

[@jamesstephen1516]

Worth hearing your logical analysis, because every one has to take the responsibilities of their own actions.. here it is investment management

[@karbioster]

You are my eye opener. These many days i am thinking that only Active mutual funds will perform better. But you have shown that paasive funds also performing equvialent to active ones. Then why we have to pay more expense ratio and exit load. Good that Atleast i have seen your video now. Not too late.

[@dattatrayajoshi1927]

Your video is very simple to understand and educative. Please add part 4 of this series to cover small cap mutual fund as well.

[@ashishroy8657]

Till Part 3 its excellent. Thanks a lot. Please make Part 4 video and complete the series.

[@shilpiburman7102]

As always great quality content. I am invested in an active mudgal fund for the last 6 years and from what I can make out it has consistently beaten the benchmark. I am sure there are other active funds too that have posted a similar performance in this category. Perhaps a calculation of their returns vs index funds with lesser expense ratios would have helped. Awaiting part 4 eagerly now.

[@saravanakumar-zt1kg]

Hello Rahul. So far you have covered large caps , flexi cap , mid caps . Please make similar videos on small cap & large and mid cap If possible . Appreciate all your efforts in educating us with your knowledge on Mf's .

[@arunima7265]

Thanks for the detailed explanation. From where can we get all these details which you have shown/filtered of different funds and their parameters like returns, risk factor, standard deviation etc

[@anushkaanushka4952]

*Best video on MF. Pls make video which is the best SIP between index mutual fund and ETF. Now a days zerodha is providing SIP investment in ETF.*

[@nathimadhu3885]

Rahul you are doing great work for busy employees .....like you lot wait for 4th part

[@rakeshrr8208]

Very much required 4th part, I know you will be discussing only active mutual funds in the entire series of mutual fund investing.

[@abhilashkrishna28]

Yes yes and yes... Ofcourse we are already committed to this series.. Pls pls provide small cap vedio ASAP

[@K2Maji]

Though nifty next 50 is a frustrating index to hold, still prefer it as a potential replacement of active mid cap funds. New investors can choose midcap quality index fund in their portfolio.

[@sunitdattani1377]

I feel midcap 150 Index Fund should outperform nifty next 50 Fund going ahead.

[@K2Maji]

@@sunitdattani1377 may be, may be not. You should stick to your conviction.

[@Vmuralidhar328]

MF videos are really good with great explanation on how to filter it..I am suprised to see that 86% of active Mid cap funds could not beta the index funds...thanks for sharing the valueble information

[@ashokghosh1317]

Dear Rahul, I have really enjoyed while viewing your part 3 video which is really worthwhile. Please carry on like this way.

[@ganeshg3894]

Yes waiting to see part 4 for small cap

[@lakshmanank5842]

I saw part 1,2 & 3 videos where you explained very clearly Thanks for the same...Can you plz create part 4 and share the video.

[@bharatpandey998]

Love your videos, reasonably short, to the point, packed with facts & data, low on opinion and handholding. Waiting for your 4th, the small cap, one. How about "Large & Mid Cap" category?

[@900romeo]

Yes we eagerly await your 4th part of mutual fund series.

[@ayansaha5236]

Thanks for bringing Part #3 (much awaited) and certainly looking forward for Part#4....

[@anuchandrsekharan8865]

Yes please part 4 and part 5 also for the best fund investing in US stocks

[@pjharii]

We want Part4. Also we want the shortlist of other 3 types of midcap indexes please. because diversification point is not so concern for aggressive investors. Only basis of that point you have completely avoided the momentum and quality mid cap indexes :)

[@jishnu18]

Don't put in midcap index fund. The data is from original index but index funds have 1-2% tracking error as they need to mirror 150 stocks.

[@Shankar-lz7zs]

We need part 4

[@adhithyannk9146]

I've Been waiting for this. Though you will discuss the best midcap and small cap mutual funds in this single video. Please take the 4th part.

[@manasdeb7476]

Yes. Please make a video on small cap mutual fund.

[@deenadayalan1116]

Waiting for this one sir . Thank you .. please upload part 4 😊

[@RVarma5586]

Good to see the investment part as SIP on monthly basis .My requirement might be quiet different as a retired person i got lumpsum amount ,now i want to park in funds for a span of 12yrs but i require monthly income from SWP . Help me out in selecting the funds where in i take monthly but still the fund grows.

[@nandkumargiri5081]

excellant analysis . pl. prepare videos on each category of fund and also on ETFs . You are a genus analyser.All the best to you for your journey.🎉

[@ritam378]

you are very honest Rahul ji... 👍 Part 4 please

[@jineshshah3964]

Its really good knowledge, please make part 4 of this video.

[@rajendratanvar2107]

Oldest Fund is UTI Mastershare . Oldest from private fundhouse is from Franklin India. Waiting for part 4.

[@user-we8my2jg1j]

Thanks a lot till part 3. We need part 4 for small cap funds.

[@hitanshuvibhute1489]

Hi Rahul, What do you think about buying fof and thematic or sectoral funds?

[@ghostlink8824]

part 4 much needed sir

[@manjunathsr7064]

Great sir, very educative. Continue with small cap.

[@gauravjain9805]

Hi Rahul. i feel Quant Midcap has given better reurns than all of the mid cap funds discussed

[@kcraju1]

Thanks once again for very good inputs on Midcap mutual funds. Part 4 video on Small cap mutual funds is going to be more interesting for aggressive investors, hence will be waiting to watch soon.

[@ypavankumar34]

Liked the 3 parts...stay healthy and stay safe..you are doing good

[@daksheshpatel-cc7hb]

your presentation was very good and gave clear idea for selction of mutual fund, please make same type of video for small cap series

[@suryanarayananekkanti7625]

Waiting for part 4 sir.

[@stcoktin]

Thank you for an excellent presentation. Index fund for midcaps was something new for me. Oldest mutual fund UTI 1964 or is it the Morgan Stanley Closed end fund of 1993?

[@TanviRane-pd5mv]

You are bang on with your analysis

[@banwarilalbagra7116]

Yes, please make part 4 of the series about the small cap funds

[@nagala1]

Thanks a lot for this insightful video. Yes, part 4 please. Also, would like to have a video on the best gold mutual fund.

[@rp55555]

Very much needed your Part 4 covering small cap like earlier which were excellent Also would love video on ETFs especially Strategic or Smart Beta ETFs as part of passive

[@sivanagendra1541]

Thanks for the video...

[@ca.cpa.akshay]

Yes pls make a video on small caps too - recently stumbled on your channel and really liking the way you slice and dice and present

[@sameerkadam100]

Great vedio sir awaiting for part 4

[@mubashirali9396]

Very nice explain.choko lage.

[@sumitpadhye712]

Hi Rahul You are doing incredible job. Pl make Part 4 Vedio and also would to make another separate Vedio Arbitrage Fund. I will be greatful.

[@nkkamatchi6886]

unit trust of India was the oldest mutual fund in India. Yes please would be great if you share you your expert knowledge in small cap too

[@sbn440]

Yes , please do the analysis for SmallCap as well Rahul ji !!

[@milankundu8534]

Yes please. Let's see the 4th episode. Thank you.

[@JavedIqbal-fd3zz]

Please make a video on when to EXIT a mutual funds

[@manohar6627]

Eagerly waiting for the 4th part. Thank you in advance.

[@SachinKothare]

Nice video. Please create Part 4 for Small Cap Mutual Funds.

[@torahulj]

Noted, thanks for letting me know.

[@anjankganguly]

Rahul - I was under the impression that for mid cap and small cap active fund do better compared to index funds..thank you for correcting my understanding

[@kaustubhdeo3143]

There is an index for these funds, he is talking about that index

[@avdhesh6169]

Rahul ji, I am a beginner in stock market. So could you please reply or elaborate in an upcoming video that is it better to have more than one trading accounts to segregate trading and investing (by trading I mean short term or swing trading) or only one account is sufficient. And if only one account is sufficient, could you please teach how to keep eye on trading and investing stocks Thanks in advance

[@navnitpatel5292]

Thank you Brother.... Please continue for part-4

[@tejaswichandrappa2894]

Definitely need part 4 for smallcap MF. Very informative and educative video

[@arunak8174]

Thank you sir..waiting for part 4 on small cap funds.

[@murthyvzm9773]

Very nice analysis

[@Markiplier987]

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Mrs Rebecca Hickman.

[@harveykeitelsean55]

I invest with Mrs Rebecca Hickman too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.

[@Brayan.769]

this is not the first time i am hearing of Mrs Rebecca Hickman and her exploits in the trading world but i have no idea how to reach her.

[@Lizparzen]

With the consistent weekly profits I'm getting in vesting with Mrs Hickman there's no doubt she is the most reliable in the market. such a genius.

[@Markiplier987]

she often interacts on Telegrams, using the user below.

[@Markiplier987]

HICKMAN109 💯

[@senthiles]

Extremely useful information waiting for party 4.

[@theabvpan09]

Already out

[@nandu1451]

My assessment is Quant flexi cap fund is the best in the category followed by Parag Parikh. I don’t trust HDFC AMC, they have indulged in front running.

[@rajeshd1977]

Hi Rahul, I recently joined you channel and it is become addictive to start my day looking for some udpates from you. I was trying to make the similar screen in tickertape but surprising the expense ratio min starts with 0.38, exit load min of 0.5 and tracking error starts from 2.89 and this is on date 1st Sep 2023, so a bit confused how old is your video and why the numbers are so different

[@kishorekk4482]

UTI Mastershare Fund was one of the oldest funds. We subscribed to it.

[@pradeepjaiswal6475]

Very nice Rahul, very well explanation, keep teaching us.

[@shubhampuri7759]

Yes, need part 4. Also, Can you pls confirm what % of midcap index fund beats its benchmark in 3,5,7 & 10 years ??

[@sankarbanerjee8577]

Waiting for part 4, small cap mutual fund to keep investing for long time

[@Devdebashis]

Waiting for next video

[@srinaga1975]

Great Rahul ; Waiting for part - 4

[@ramamurthy2025]

Very sincere efforts, kindly make part 4

[@subbupammi4109]

Great learning. Yes we need part 4 on small cap

[@subbubhel2006]

Please make part 4 video. All 3 videos are good

[@ashokkumar-gr1uf]

Hi sir. We want 4th part asap. Thanks a lot for your precious videos ❤️

[@sukursinghbasumatary8126]

Very good and deep analysis about midcap fund and it's index fund . Very fruitful. Also earlier large cap and flexicap analysis with four category investment strategy. Thanks for your best analysis.

[@venukonda4630]

Yes, wait for the next part small cap funds

[@jeetrawat1005]

Part 4 required indeed! (thanks for the series)

[@rahulsureshsodal4658]

Most awaited for Small Cap .please do 4th Part

[@nn8zn]

Need part 4 Rahul. Very informative.

[@praveengogia555]

Excellent video! Look forward to the Part 4

[@sudhaavs]

Yea, we need Part 4 of this series

[@cgvenkat]

Please come out with part 4. Let us know about the top 3 of midcap fund also