Investing in Mutual Funds can be a good choice since they are funded with after tax dollars, your contributions can grow tax-free over time. When you withdraw money from your Mutual Funds in retirement, you won’t have to pay tax on it, which will help you keep more of your hard-earned money. I retired with 5 million dollars

@cowell621

21 күн бұрын

If you’re new to investing or have a more complex financial situation, It can be helpful to work with a financial advisor who can provide personalized guidance and help you make informed investment decisions.

@StocksWolf752

21 күн бұрын

In my opinion, it was much easier investing back in the 60s but it’s a lot trickier now, those making consistent profit in these times are professionals reason I’ve been using an advisor for the past 5 years to consistently build my portfolio in preparations for retirement.

@LiaStrings

21 күн бұрын

Could you recommend your advisor? I'll be happy to use some help.

@StocksWolf752

21 күн бұрын

Sharon Lee Peoples is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

@BateserJoanne

11 күн бұрын

I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.

Just watch the video from 12:25 you will get completely allocation details 😂😂😂

@ToxicIntruder

5 ай бұрын

Thanks bro you saved my time😅

@gaurabtalks

3 ай бұрын

Tnx bro😅

@deepakmahale9041

3 ай бұрын

Thanks man😅

@shubhamtiwari-wk8dx

2 ай бұрын

Thanks a lot bro :)

@shubhamgangan8546

2 ай бұрын

Thanks bro

Indeed, I would say this is the best strategy if you are below 30 years. At this age you can take some more risk for high returns

My brother nicely explained. Clearly explained ….keep making more videos. 👍

No man this is not the best strategy ... if you are in your 20s or 30s ... go for small cap and mid cap even if its high risky but portfolio manager are way smarter than us so they choose small cap companies very wisely - so this is best way to get high returns

@milanbhanderi1953

2 ай бұрын

True… Small & midcap is High risk and High return with Lower risk if your investment horizon was long 20-30 years

@SiddharthPant

2 ай бұрын

Maybe in a bull market what you said will work. But also remember only a handful of small-cap and mid-cap funds were able to beat the nifty index based on historical data(I know you may say compare with small cap index but those indexes are very easy to beat and we are talking about large vs small here). In bear markets, small-cap funds will eat away your XIRR. Giving you worse results than a large cap due to huge drawdowns. The problem here is you are thinking small caps are guaranteed to give you profit. And nothing is guaranteed and actually, it's just a gamble. Focus on reducing losses not increasing returns, that's the golden rule and a large cap fund helps you to do that, even when you are young.

@vips078

Ай бұрын

​@@SiddharthPantCheck the returns of Tol Ranked small cap mutual funds over a period of 15-20 years.

This is the video I am searching for, Great work sir❤❤

Very practical suggestions no doubt.

Very informative. Much needed. Thank you

Very nicely curated contents

Very informative. Thank you for your efforts for making the video.

Thanks for your helpful information.

Thanks for educating us in a very simple way. Sir if possible please make a video on top balanced advantage mutual fund/ Hybrid funds. and Sir Iss funds mai lumppsum invest kare ya SIP se please suggest. Thank you🙏

Very helpful video ❤👍👏👏👏👏🙏

I liked your way of explanation, got some clarity on MF investment.

Very good and helpful video. One balanced portfolio ka advice

Thanks bro,well explained ❤❤

Very Good suggestions sir thank you

Thanks for the very informative video sir

🎉Awesome 🎉 helpful 🎉

Informative video❤❤❤

Good information thank you for sharing

Thnks so much bro. Very helpful to me

All doubts are clear.....❤

Great content. Please keep up the good work

Superb video must watch

Nicely explain,thank u

Helpful vedio ❤

Nicely explained.....thanks !

Very knowledgeable video... Nice

You are delivering very good content. Keep it up.

Thank you so much sir 😊

Very well explained

Good 😊 for us ,gain knowlegde.

Best video i have ever seen

Thank you so much sir

Thanks useful video

Lovely Video Bhai🎉

Thank you for the video

Sir, very valuable info. Explained very nicely

I have invested in passive funds, Motilal Oswal midcap 150,small cap 250,sundaram largecap for safe returns.

Very helpful video

Great👍👍

Excellent presentation

@sohankumarsharma384

Жыл бұрын

Excellent presentation

Very good video ❤❤

Very useful video

Nice video 👍👌👍👌

Good strategy sir for investing in mfs

Thank a lot Sir....

You have mentioned a very good and easy method of investment......... it will definitely benefit the investors........ I have a doubt, if you want to save income tax, how do you classify the elss in percentage. can come

@Buntyrakshe2323

11 ай бұрын

Thank you boss

Nice video sir

Video is Very helpful for understand the investment categories in mutual funds. Thank you sir❤😊

Simple & clear.

Great 👍

Nice informative video

Nice information bro.... Seeing your videos from few days. Got some handy information about buying mutual fund. One more topic u should cover is any best idcw fund for regular income.... plz 🙏

Good information

For me 50% large cap( consist of index, US FOF, Indian Blue chip fund, Balanced adv fund), 30% flexicap, 20% in mid and small.

badiya video, allocation ke saath funds selection hota 2-3 portfolio to aur helpful hota

@VK_2002

Жыл бұрын

Already available Hain bro. I mean best largecap, midcap, etc

Bahut dinon ke bad mile

So depending on the choice of risk, the summary Horizon less than 5 yr Mixed MF 70 to 80% Horizon more than 5 yrs Large Cap 35 to 40% Mid Cap 25% Small Cap 15 to 20% Flexi Cap 25%

@celticspyd5887

Жыл бұрын

should we invest in all this

Waah mere bhai ❤

Sir agar koi long term ke liye invest kar rha hai aur apna pura paisa equity me laga rha hai For example Large cap- 50℅ Mid cap- 20 Small cap- 30℅ To every year hum rebalance kaise kar sakte hain Please make a video on fund rebalancing and fund switch in case of underform

Instead of paying high AUM on large cap fund buy index funds coz over long horizon of 10-20 years 85-90% of large cap/ bluechip funds fail to beat index fund returns . Also the expense ratio is much lower on index fund.

@jadhav6419

7 ай бұрын

Heyy, What is the difference between Large cap & Nifty 50 Index fund?

@ken-et8vo

7 ай бұрын

@@jadhav6419 large cap fund selects from a basket of top 100 companies listed on nse to invest. While index is top 50 companies on nse(nifty) n top 30 in BSE(sensex) . So index fund invest in those 50/30 companies as per weightage assigned to them.

@bohemiansoul584

3 ай бұрын

Expense ratio very low in index fund but profit would be same

Nice video

Just buy a low cost equity index fun and check once every year and do nothing, avoid so called specialists and spend time doing what you love and with your loved ones , don’t chase profit

@ashishnaik3404

9 ай бұрын

Exjetl

@kailashsolanki3213

9 ай бұрын

Dont index only active fund work like charm

@arindamchakraborty1000

9 ай бұрын

Index fund will not give high return

@vishnu.k4737

9 ай бұрын

​@@arindamchakraborty1000then which one give high returns? You are saying

@arindamchakraborty1000

9 ай бұрын

@@vishnu.k4737 small cap and mid cap

Good🎉

00:02 Allocate the right amount to each mutual fund category 01:32 Invest in hybrid or balanced advantage funds for short-term investments (5 years or less) 03:02 Invest in balanced advantage funds for minimal risk and maximized returns. 04:47 Invest maximum allocation in balanced advantage funds 06:40 Invest more money in large cap funds for higher returns 08:24 Invest 25% of your portfolio allocation in midcap mutual funds 10:07 Invest in small cap funds with low allocation to balance risk and consider multi cap or Flexi cap mutual funds for diversification and good balance. 11:58 Allocate your portfolio in different mutual fund categories based on risk and investment horizon.

@UsingAppsInRealLife

6 ай бұрын

Finally this analysts confuse, so that we choose wrong and contact them for right

If we allocate the funds in this way then actual outcome would be a high allocation in large cap stocks in the portfolio because mid cap, small cap, multi cap funds would also invest in large cap stocks…so actual allocation in large cap stocks would be 50-60% or even more. I think one should check what is the percentage of allocated in each category for a particular fund and do the maths to check what would be the real allocation in each category of stocks then decide how much to invest in each category of funds…this is particularly more important for young investors who can take more risks & with long time horizon of 10 yrs or more the risk gets minimised to a great extent.

Please upload videos regularly

Sir video me sardarji acche add kiya hai😊😊😊

I think you can make a video on ideal MF protfolio for different salary ranges

helpful video

Sir ji itna dino bad video

Good morning Mr Ranjan, very informative video shared by you in simple terms for youngsters and beginners. I truly appreciate the way you present yourself , be it any topic of your video. You are very straight, clear and to the point in your videos. 👏👏🙏😊

bro started with 40k's allocation, ended with 10k's allocation. And didn't balance risk appetite with aggression because of age.

This is a good generic view of mutual fund distribution, you have described here. Simple to the point and easy to understand. Thank you.

ಅಣ್ಣಾ, ಇಂಥ ಚಾನೆಲ್ ಯಾರ್ ತಾನೇ ಸುಬ್ಸ್ಕ್ರಿಬೆ ಮಾಡೋಲ್ಲ. ತುಂಬಾ ಚೆನ್ನಾಗಿ ವಿಮರ್ಶೆ ಮಾಡಿದ್ದೀರಾ... ಹೃದಯ ಪೂರ್ವಕ ವಾದ ಧನ್ಯವಾದಗಳು

@nikithkumar6416

Жыл бұрын

Karnataka

@Arunkumar-mh1vp

4 ай бұрын

Anna, nanoo karnataka

Bahut din baad aaye

Thanks

Super

Thanku❤

Osm

Large cap companies are ones with capital greater than 20k cr.

Sir ETF pe latest video banao

In India, good active funds still beats index fund by good margin.

A big thanks to you Bhai from the bottom of my heart for all the knowledge that you are sharing through your channel. Have watched many videos from many channels on wealth creation, But I would say that I am getting more clarity on wealth creation & portfolio allocation from your videos only. Your videos are simple and precise. Keep doing the good work bhai.. 🙏🙏🙏

But large cam me jyda pesa rkho to return to km banega

But if I invest in multiple funds then my expense ratio will be high...what is your thought about it?

Bro ek bar small cap funds ke previous years ke returns dekh le...u will understant urself

Very informative video. Sir please tell if i have to invest in ELSS too, how much should I invest out of total 10k invested in mutual fund? Are ELSS classify as large cap?

@faeda8979

9 ай бұрын

2.5k invest in elss

Thank you 🤍

Sir, I am a regular viewer of your videos, your videos encouraged me to start a SIP. Sir, please suggest an application from where I can invest in direct mutual fund.

@YourEverydayGuide

Жыл бұрын

For investing in mutual funds only, you can directly invest from their website. Or else you can use Zerodha

@Brojesh86

Жыл бұрын

@@YourEverydayGuide Thanks for your reply Sir. One more help sir, I thought of investing Rs 1000 (SIP) in 4 different mutual funds for 15 years. Plz Sir suggest me the names.

@diujay

10 ай бұрын

​@YourEverydayGuide if invest in only multicap or flexicap ? It's better than 4 mutual fund?

@anonymousfry

8 ай бұрын

​​@@Brojesh86if you have a huge time horizon of 15 yrs, I'd suggest u can consider having focus on small/midcap funds rather. I'd suggest you smth like 1 Smallcap - nippon Or quant 1 Large and midcap - motilal oswal 1 Flexi cap - parag parikh clear winner, the only downside is exit load My major suggestion would be DONT DO LARGECAP, instead do Flexi cap If you check parag parik Or any flexi cap their majority shares is large cap companies too, but they perform way better than shitty largecaps

@anonymousfry

8 ай бұрын

​​@@diujay I had similar doubts too, but if compare multi caps performance, it isn't giving that high of a CAGR long term I'd suggest, rather pick the best funds of each category, and if you check their average would be better than investing in single multicap 1 Smallcap - nippon Or quant 1 Large and midcap - motilal oswal 1 Flexi cap - parag parikh clear winner, the only downside is exit load My major suggestion would be DONT DO LARGECAP, instead do Flexi cap If you check parag parikh Or any flexi cap their majority stakes is large cap companies too, but they perform way better than shitty largecaps

3000 in small and mid cap and 2000in index and flexi cap

Hi, is there any capital gain tax on mutual fund every financial year before maturity? Because it is showing in AIS.

Sir,i have invested in Nj balance advantej fund nfo since 10/2021 with 350000 rs but there are only 2% riturn yet, so suggest me that i widrow or continue with this fund. I have also other sip continue

That Smile 😂

Please review my mf portfolio:- 1) SBI Small - 2000/- 2) Mirae asset large & mid - 2000/- 3) Parag parekh long term Equity - 1000/- 4) Canara rebeco Large cap - 1000/- Note :- iske alawa mai aur 2k add karna chaht hu kisme karu ?

The portfolio shown in video dp is also good. Just replace large cap with any index fund. Why you negatively commented on it????

Sir Agar hamare portfolio me index fund ho to bhi hume ye allocations karna chahiye i min k index fund ko alag consider karna hoga is calculation me

Bhaiya student kon sa fund me invest kree bataiye ek video mein plzzz 2000rs per month