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Good Evening Mam. Please guide about taxation of capital gains on redemption of hybrid mutual funds. I have my SIP in 361 Balanced Hybrid Fund. While LTCG in case of equity MFs is exempt upto Rs. 1 lacs, how capital gains are calculated in case of hybrid funds? Thanks.🙏
Motilal oswal index fund Axis small cap index fund Axis large cap Kotak tax saver elss Icici large cap Kotal small cap Parag parikh flexi Nippon mid cap Aditya birla small cap Quant tax elss Hdfc mid cap Motilal oswal midcap I have done sip of around 30k / month sip from last 2 years... My age is 41...i want to invest 2-3lk lumpsum by year end for next 15-20 years...is my portfolio is ok? And shall i continue in these funds or should take any other funds
Someone has asked a question that how much money is necessary so that child does not need to work ;I think some children are physically or mentally handicapped ;if some parents leave sufficient money for them their brother or sister can take care of their child because money can help in someway for the caretaker after parents death; unfortunately if child is having no caretaker then how to make a trust to ensure safety of child ;this money can be 2 crore to 10 crore ;so it's a serious concern for anxious parent
Sir, please review my portfolio kindly. Commenting last few month on continuous basis but no luck so far. Moderate risk. Long term investor. UTI Nifty 50 - 10K Motilal Midcap - 10K Kotak large & Mid - 7K Parag parikh flexi - 7K Nippon multi cap - 7K SBI Contra Fund - 7K Nippon small cap - 6K Tata small cap - 6K
Madam I am having are 15 best performing mutual funds from large,mid and small.Many people talk about over diversification might effect your return.How.... can't understand
QUANT QUESTION ON BEHALF OF ALL INVESTOR My Name is - Chaitalya Gadhavi from Gujarat 1) Kya kare redemption kar de ? 2) Agar kisi ko 15 sal ke liye invest karna he to isi me bane rahe through SIP 3) agar heavy redemption aata he and NAV niche aaye to kya ye lumsun ko moka ban sakta he (15 yr time horizal) 4) kya investor ke paise dub sakte he penalty lage to ? 5) Fund manager vahi he CFO change huve he to kya fund ke return and investment strategy ke upar koie change aa sakta he ?
Return ma thodo farak avse bcz Axis mutual fund ma same issue avyo hato 3 years pela. But tame long term investment karta hoy to thodo time ma proper track par avi jase Axis ma mane 6-7 month sudhi koyi return natu madiu but me SIP stop kari ne hold kari se atyare good return ave se
Hello Swati Mam, hope you are doing well. On behalf of my friend Rohit, I want to post a query. He is 41 years old and and has invested in debt fund around 90 lac ( including PPF, FD) and in equity around 73 lac ( including stocks and mutual funds). He wants to stay invested for next 10-15 years at least and he is currently investing 50k monthly through SIP. He has few real estate properties as well around 40 lac excluding his house. What should be the best allocation in percentage to diversify his investments( like shifting some portion of debt into equity)?? He is ready to take risk as well. Please consider this query in your next video. Thanks in advance.
Ma'am if you can answer my question. I am really really quite disturbed due to no knowledge of it. My problem is i am not able to decide if i should book profits in MF or keep sticking to it. In less than 3 yrs i have made 24 lakhs in which 8 plus is my profit only. Which seems quite a good return looking at sip tenure. Should I not withdraw this whole amount and align the sip from zero again. I don't have money need and i never had a target too before starting my sips. Sensex is all time High and it's too fast which I believe not good. Ready to restart with this amount in the form of sip. Pls suggest me.
Ajay Jee, I understand your dilemma. We will try to answer your query in one of the BWHL sessions scheduled in July or create a video around it. Stay Blessed, Healthy & B Wealthy
Kindly guide me with my portfolio review HDFC nifty 50 : 15000 Parag Parikh flexi cap fund: 15000 Kotak equity opportunities fund : 10000 Hdfc small cap fund : 2000 I want to invest 18000 more , please guide me where can I invest. Time horizon : 10 years
You can also consider investing in ELSS (tax Savings mutual fund) which will help you save taxes. Also consider investing in thematic funds like infrastructure and manufacturing. @moneymunshi
Best option for people who are not experts in allocation of fund, caps etc, leave the work to experts. If I am not wrong 0.75 % is what they charge us. Apna dhimag appnae core expertise me lagayiye aur MF allocation experts ke upar chod dijiyae...(disclaimer, I am not a MF distributor😅)
मेरे इसमे absl flexi cap,,,sbi small aur contra fund,,,icici value discovery,,,axix mid cap,,,,canera rebeco eme.. equity,,,,mirae large cap fund hai....please review..koi changes ki jarurat hai kya
Yes...u hv to large cap funds... reduce ur exposure in them... better to change both fund with Large & Mid Cap fund.. U dont need flexi as ur pickuping small, mid & large.. The funds ur listing r giving less return when compared to same peers... Diversify ur portfolio by adding... SGB Gold & investing international US Nasdaq 100 as Election & Trump is coming.. Reduce risk..as after budget market can consolidate & fall
Hello Madam, Can I do SWP from my NPS corpus of Rs. 1 Cr. I want to do SWP from the 60% tax free portion only so that the withdrawals are tax free and continue the NPS with the SWP corpus and 40% balance corpus?
Hi, you should not invest all amount in one fund only. To achieve diversification, you can invest 40% in large cap, 30% in mid cap and 20% in small cap.
Ma'am best tax exempt investment wali aapki koi video ka link share kijiye plz❤ FD me interest me tax lagta hai, koi safe investment jisme FD jitna fixed return bhi mil jaye and exempt bhi ho
Maine April 2017 se Edelweiss mutual fund me rs. 5000 pm invest Kiya hai. Approx 4.25 lakh invested. Aaj fund value sirf 6 lakh 30 hazar hai. Is this a good return? Continue Karu ya switch Karu.. switch kis fund me karu. Target is 50 lakh rs. for my daughter's higher education in 2031.
Hi Dhiraj, you can invest in staggered manner in different funds like index, large cap, mid cap and small cap. Avoid investing in one go and keep some portion of amount to invest when market goes down.
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Good Evening Mam. Please guide about taxation of capital gains on redemption of hybrid mutual funds. I have my SIP in 361 Balanced Hybrid Fund. While LTCG in case of equity MFs is exempt upto Rs. 1 lacs, how capital gains are calculated in case of hybrid funds? Thanks.🙏
So short but golden advise given here on parenting Salute to both of you 😊
Motilal oswal index fund
Axis small cap index fund
Axis large cap
Kotak tax saver elss
Icici large cap
Kotal small cap
Parag parikh flexi
Nippon mid cap
Aditya birla small cap
Quant tax elss
Hdfc mid cap
Motilal oswal midcap
I have done sip of around 30k / month sip from last 2 years...
My age is 41...i want to invest 2-3lk lumpsum by year end for next 15-20 years...is my portfolio is ok? And shall i continue in these funds or should take any other funds
Nifty lagre midcap 250 index fund-50%
Nifty next 50 index fund-20%
Parag parikh flexi10%
Quant small cap10%
Quant flexi 10%
बहुत उत्तम session, मैम। आप दोनों को बहुत-बहुत शुक्रिया।
Ye sawal Kahan se lete hai,ye sawal to comment mai hai hai hai nahi,kya swal bhi khud hai banate hain
Sawal unko email ya whatsapp pe bhejte hai... at least that's what I did a couple of times😊
Som prakash sharma ji ....time pass kar rahe hain. Itna paisa rakke koi is Manch per nahi aatae
@@sc7783email ya WhatsApp number to ye dikha hi nahi rahe
Valuable edition Swati Ma'am 🙏
Should I invest in both quant flexi cap and JM flexi cap fund. Their portfolio constituents are 100% different. Please advise.
Better to be in 3 amcs always one category in 3 fund in 3 amc, if 3 diff then 9 fund
Bahut Accha session tha. Thanks
Very nice information..thanks
Great session..
Thank you
Someone has asked a question that how much money is necessary so that child does not need to work ;I think some children are physically or mentally handicapped ;if some parents leave sufficient money for them their brother or sister can take care of their child because money can help in someway for the caretaker after parents death; unfortunately if child is having no caretaker then how to make a trust to ensure safety of child ;this money can be 2 crore to 10 crore ;so it's a serious concern for anxious parent
Nice information, Thank you mam
For 15 years (Present 55L) & (Goal 5 crores):-
1. PPFC - 5L
2. Nippon Multi - 4L
3. SBI Contra - 5L
4. Motilal Oswal Mid - 7L
5. Quant Mid - 4L
6. Quant Small - 7L
7. Tata Small - 5L + 25K SIP
8. Nippon Small - 5L + 25K SIP.
Pls review.
15 saal me 4 guna 😊😊
Aapke total minimum 7 crore ho jayenge , agr present 55 lac and sip 50k h to.
Sir, please review my portfolio kindly. Commenting last few month on continuous basis but no luck so far.
Moderate risk. Long term investor.
UTI Nifty 50 - 10K
Motilal Midcap - 10K
Kotak large & Mid - 7K
Parag parikh flexi - 7K
Nippon multi cap - 7K
SBI Contra Fund - 7K
Nippon small cap - 6K
Tata small cap - 6K
दीदी, कहते हैं कि। पुत कुपूत तो का धन सींचे
पुत सपूत तो का धन सींचे
Kisi bhi fund house ke koi scheme me agar eka ek redemption ka pressure aaye to kya usse hamare return mai effect aayega?
Madam I am having are 15 best performing mutual funds from large,mid and small.Many people talk about over diversification might effect your return.How.... can't understand
Should I stop sip in quant elss, started in May this year??
Please write in English also regards, Bhaskar Ghosh
QUANT QUESTION ON BEHALF OF ALL INVESTOR
My Name is - Chaitalya Gadhavi from Gujarat
1) Kya kare redemption kar de ?
2) Agar kisi ko 15 sal ke liye invest karna he to isi me bane rahe through SIP
3) agar heavy redemption aata he and NAV niche aaye to kya ye lumsun ko moka ban sakta he (15 yr time horizal)
4) kya investor ke paise dub sakte he penalty lage to ?
5) Fund manager vahi he CFO change huve he to kya fund ke return and investment strategy ke upar koie change aa sakta he ?
Return ma thodo farak avse bcz Axis mutual fund ma same issue avyo hato 3 years pela.
But tame long term investment karta hoy to thodo time ma proper track par avi jase
Axis ma mane 6-7 month sudhi koyi return natu madiu but me SIP stop kari ne hold kari se atyare good return ave se
Hello Swati Mam, hope you are doing well. On behalf of my friend Rohit, I want to post a query. He is 41 years old and and has invested in debt fund around 90 lac ( including PPF, FD) and in equity around 73 lac ( including stocks and mutual funds). He wants to stay invested for next 10-15 years at least and he is currently investing 50k monthly through SIP. He has few real estate properties as well around 40 lac excluding his house. What should be the best allocation in percentage to diversify his investments( like shifting some portion of debt into equity)?? He is ready to take risk as well.
Please consider this query in your next video. Thanks in advance.
Can you ask Rohit to adopt me 😂 Just kidding… He’s doing very well for himself and I’m vey happy for him 😊 Keep up the good work, Harry
@@DC1889 thanks 🙏
@BWealthy ?? Any comment
Ma'am if you can answer my question. I am really really quite disturbed due to no knowledge of it. My problem is i am not able to decide if i should book profits in MF or keep sticking to it. In less than 3 yrs i have made 24 lakhs in which 8 plus is my profit only. Which seems quite a good return looking at sip tenure. Should I not withdraw this whole amount and align the sip from zero again. I don't have money need and i never had a target too before starting my sips. Sensex is all time High and it's too fast which I believe not good. Ready to restart with this amount in the form of sip. Pls suggest me.
Ajay Jee, I understand your dilemma. We will try to answer your query in one of the BWHL sessions scheduled in July or create a video around it. Stay Blessed, Healthy & B Wealthy
@@BWealthy thank you ji. Your advice can only keep me wealthy now. Will wait
Kindly guide me with my portfolio review
HDFC nifty 50 : 15000
Parag Parikh flexi cap fund: 15000
Kotak equity opportunities fund : 10000
Hdfc small cap fund : 2000
I want to invest 18000 more , please guide me where can I invest.
Time horizon : 10 years
You can also consider investing in ELSS (tax Savings mutual fund) which will help you save taxes. Also consider investing in thematic funds like infrastructure and manufacturing. @moneymunshi
What is your salary 😂😂
Kya krti ho ap😢
I think you can increase your monthly investment by 8000 like 10000 in hdfc small cap and invest 10000 in Motilal mid cap fund which is missing here.
Best option for people who are not experts in allocation of fund, caps etc, leave the work to experts. If I am not wrong 0.75 % is what they charge us. Apna dhimag appnae core expertise me lagayiye aur MF allocation experts ke upar chod dijiyae...(disclaimer, I am not a MF distributor😅)
मेरे इसमे absl flexi cap,,,sbi small aur contra fund,,,icici value discovery,,,axix mid cap,,,,canera rebeco eme.. equity,,,,mirae large cap fund hai....please review..koi changes ki jarurat hai kya
Yes...u hv to large cap funds... reduce ur exposure in them... better to change both fund with Large & Mid Cap fund..
U dont need flexi as ur pickuping small, mid & large..
The funds ur listing r giving less return when compared to same peers...
Diversify ur portfolio by adding... SGB Gold & investing international US Nasdaq 100 as Election & Trump is coming..
Reduce risk..as after budget market can consolidate & fall
Hello Madam, Can I do SWP from my NPS corpus of Rs. 1 Cr. I want to do SWP from the 60% tax free portion only so that the withdrawals are tax free and continue the NPS with the SWP corpus and 40% balance corpus?
Swatiji aapko podcast karna chaiye
Mam ek question hai ki 10000 ki ek SIP achi hai ya Rs,1000/- ki 10 SIP
3 thousand ki 3 sip
Hi, you should not invest all amount in one fund only. To achieve diversification, you can invest 40% in large cap, 30% in mid cap and 20% in small cap.
हो सकता है सिर्फ़ संतान मोह से सोमप्रकाश जी ने यह नहीं सोचा हो..हो सकता है स्पेशली एनेबल्ड चाइल्ड हो. आजकल तो Autism काफ़ी देखने में आ रहे हैं
Mam hamare bhi saval ka bhi javab do
Ma'am best tax exempt investment wali aapki koi video ka link share kijiye plz❤
FD me interest me tax lagta hai, koi safe investment jisme FD jitna fixed return bhi mil jaye and exempt bhi ho
Kishan Vikas patra
Maine April 2017 se Edelweiss mutual fund me rs. 5000 pm invest Kiya hai. Approx 4.25 lakh invested. Aaj fund value sirf 6 lakh 30 hazar hai. Is this a good return? Continue Karu ya switch Karu.. switch kis fund me karu. Target is 50 lakh rs. for my daughter's higher education in 2031.
Very less return, switch to motilal small cap
Approximately 11 % returns. Isse better nifty 50 index fund hai, at least expense ratio kam lega
Mam my. MF Investment now 1.85cr. After 5 years. How many ammount make.
Madam take my question plz
I send two time earlier
Mam whatsapp pr sawaal bheje the but no reply from u......😮
Good evening mam me dhiraj fouji 40 lakh ko mf me lagana hai me 5 years se apke programs dhek raha ho
Address bhi likh de
Hi Dhiraj, you can invest in staggered manner in different funds like index, large cap, mid cap and small cap. Avoid investing in one go and keep some portion of amount to invest when market goes down.
Respected ma'am
Maine groww me sip ki hue hai
Use angel one me kaise switch Karu
Please madam is per ek video bana dijiye
Why to switch when u can track ur MF holdings in any app..Angel one...u wont gwt more return if u invest through Angel one😂
Hello hi❤
I have 10 crore in fd banks post office etc. i want to invest after 30 years my goal 100 crore my age 33 years from punjab
Its simple yaar. Invest in index fund with 15% and you will have 160cr in 20 years.
feku😂
@@funnyfly5681 😂😂
Fekhu hai bhai
Keep some portion in debt fund and some in equity ( like index, flexi cap, mid cap and small cap) to balance the risk.
Iss aurat ne apne show me itni sari add ko aane ki ijajat dekar apni aur apne Chanel ki value bahut down kardi hai, very irritating and disgusting session just because of so many third class adds 👎👎👎😗
Sawal to 30+ bar veja but koi rply nh aya kya kre ..😢 WhatsApp n email dono pe kya
Youtub comment me v kya bht bar