5 Mutual Funds you must have in your portfolio | Mutual Fund investment

Confused between various types of mutual funds? Wondering which ones should you invest in? Watch this episode of Investors’ Hangout.

#MutualFunds #debtfund #investment #wealthcreation #liquidfunds #investing

Chapters:
00:00 Introduction
00:52 Best mutual funds
01:32 Liquid funds
02:59 Short-duration funds
04:32 Options for first-time investors
06:55 International fund investment
08:07 Key takeaways

We are also on:

#AskVR #ValueResearch #MutualFund #Investment #SIP #FinancialPlanning

[mb-hbfr]

ELSS fund should be in every portfolio, not only for tax saving but the descipline as it can't be redeemed before 3 years.

[yugandharreddynalabolu]

1) nifty 50 index fund (30%)
2) aggressive hybrid fund (20%)
3) one midcap fund (25%)
4) NASDAQ 100 fund (5%)
5) short term debt funds (20%)
Enough. 1) do Re-balance 2) do SIP 3) invest more during market fall of 5% 4) hold for long term. You will get decent returns

[Ankit-khfs]

The only funds you need is a nifty50 and niftyNext50 in a ratio 3:1 or 4:1. Plus a gilt fund for debt portion for regular rebalancing. Or you can use arbitrage funds for debt portion as they are tax efficient.

[ramakrishnal]

Various mutual fund investment doubts are covered in one gamut. Useful guidelines to the new bies and retail investors. Very experienced and balanced analysis. 👏👏👏

[KMaji]

Aggressive hybrid funds are good choice to begin with as later on one can build portfolio around it. It guarantees downside protection, tax free equity debt rebalancing, equity portion follows flexi cap mandate providing fund manager greater degree of freedom to maneuver. One should treat them pure equity. A combo of aggressive hybrid and nifty next 50 or midcap quality can be a good option.

[vivekvardhan]

Simple and effective way to understand financial planning

[lyofvfo]

Liquid Funds 6m-1yr
Short duration 3-5 years
ELSS (Salaried employees) or Aggressive Hybrid Funds
Large & Midcap Fund
Nasdaq 100ETF

[NilanjanRoney]

But needs also a pictorial representation along with the video... this could bring more ease of understanding

[vikramnangia]

The older website was a lot better and intuitive. I don't know why you changed it for no good reason !

[Aarchamp]

For equity part, a Nifty 50 index fund, an Aggressive Hybrid fund and a Flexicap/Multicap fund is enough ?

[loknathp]

Please share your view on this portfolio. This is for a very long term.
60% Large cap, 25% Mid Cap & 15% Small
1. Axis nifty 100 index fund
2. Axis growth Opportunities fund
3. DSP Mid cap fund
4. PGIM Mid cap fund
5. Parag Parikh Flexi cap fund
6. SBI Small cap fund

[BSingh-bvpw]

Can we invest through 'Value Research'? Does 'Value Research' act as investment broker? Do we need to pay to 'Value Research'?

[nagarajubandi]

Thank you very much sir
Sir please tell your valuable opinion on investment in international index fund importance. Sir mention different types of international index fund s available for investment. How to choose best international index fund for very long term investment

[padmasekar]

Thanks for the useful video. U
Have explained very well the time duration

[sunilj]

What are the options if you do not want a balanced fund in your portfolio but want to keep debt and equity separate. Debt would give you average returns of debt and protect your principal, while equity will push for inflation hedge.

The only point to be considered and that would depend on your life stage and savings stage is what % would you place in equity versus debt.

[davemanick]

All liquid funds have a NAV of Rs 3000 and above.If I invest Rs 1000 returns I get would be very less.Investors cannot invest Rs 10000 every month Dhirendra pls say how to get maximum return with low investment?

[BlackBrightKnight]

International funds show useless volatility .... I hate them ... I find good value in Indian Midcaps for long term 🥳

[rajraj]

Which is the five mutual fund we should invest in. After seeing the video I am still more confused. If you only do not know which are 10 good mutual funds then what is the use of this video

[aritrabhattacharya]

go for savings @5 vs 7ncertainity in liquid funds

[subhabratachoudhury]

I have a question why no largecap or flexicap or multicap category suggested? Plz answer