Don't Do This! Fix Your Mutual Funds Portfolio Allocation | How Much to Invest in SIP Per Month

Most investors do not understand how much to invest in each mutual fund via SIP every month. They make common mistake of investing same amount in each category of mutual fund.
If you are also making this mistake then this video is definitely for you as it will correct your mistake.

#investingmistakes #mutualfunds #sip #youreverydayguide
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⚠️ DISCLAIMER: THE CONTENT PROVIDED AND TALKED ABOUT IN THE VIDEO IS NOT AN INVESTMENT ADVICE. I AM NOT A SEBI REGISTERED INVESTMENT ADVISOR.
THE VIDEO IS SOLELY FOR EDUCATIONAL PURPOSE ONLY. PLEASE DO YOUR OWN RESEARCH BEFORE INVESTING.
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[NicholasBall]

Investing in mutual funds offers a structured and diversified approach to building wealth, managed by professional fund managers. While there are costs and some limitations, the benefits of diversification, professional management, and ease of access make mutual funds a popular choice for achieving a variety of financial goals.

[ssa]

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

[rajarora]

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

[Deepaksinghd]

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

[SD-kkmj]

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

[banerjeetathagat]

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%

[anilkumar-ufqf]

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.

[peoplophobic]

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

[davemanick]

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

[himanshusodhi]

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.

[ken-etvo]

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.

[itpoglv]

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

[athoughttothink]

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

[desivlog]

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

[pritipandya]

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🙏

[NEERAJSHARMA-wcmq]

Small cap 3500 mid cap 2500, multi cap 2500 and lag cap 1500

[amitlalawalia]

5000 Nippon India Small Cap
5000 SBI Small cap
5000 Axis small cap
5000 Quant small cap
5000 Canera Robeco Small cap
5000 Parag Pareikh Flexi cap
30000 rupay monthly
Age 34
20 years view

[venugopalps]

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

[AllInOne-vled]

How about
Index Fund 40%
Flexi Cap 45%
Small Cap 15% - Is this equation is correct for 15 years duration

[ifancysongs]

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