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Join us for an engaging live session with Viral Bhatt, Founder of Money Mantra, this Sunday!
We'll be answering your pressing questions on a range of financial topics.
We'll discuss the performance of SBI Small Cap and explore if switching funds is a smart move.
Get a personalized withdrawal plan to achieve a monthly income of ₹60,000 from your mutual funds, PPF, and rental income. We'll also cover strategies to secure ₹2 crore in 10-15 years, the right amount for retirement, and if investing in a small cap instead of a large cap is wise. Learn how to streamline 20 schemes into 5, the best withdrawal strategy for early retirement, and where to invest ₹2 crore for a monthly income of ₹1.5 lakh.
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Time Stamp
0:00 Intro
0:40 Mutual Fund Switch
5:39 Mutual Fund Investment
10:46 Axis Mutual Fund
12:04 PPF Investment Plan In Hindi
13:33 Retirement Corpus
18:40 Portfolio Review
23:28 Axis Large Cap Fund Performance
25:25 SWP Withdrawal Plan
29:29 Monthly Income From Mutual Fund
32:48 Reduce funds in Mutual Funds
#mutualfunds #mutualfund #investmenttips #investmentstrategies #investmentopportunity #investmentopportunities #funds #sip #mutualfundsip #swp #tax #bwealthy
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Namaste Ma'am🙏...Questions thodi lengthy hai but answer please ma'am... main starts se apke videos dekhkei MF me 2000 sip starts kia tha...🙂
Hello maam Myself Ramit (31 yrs )
*Portfolio rebalance krna hai... q ki current SIP 11600 tha Per Month(with 10%Step up Annually)....ab 25000 p.m krna hai... Current SIPs are*
Canara Robeco Bluechip = 1500
PGIM MidCap= 1500
Kotak SmallCap= 1500
Quant SmallCap= 1000
ParagParikh FlexiCap= 1500
TaTa Digital India Fund= 1650
Kotak Global Innovation FOF= 1000
Motilal Oswal Gold & Silver ETF FOF = 1500
How much corpus I can Generate with these after 20 yrs... ?
aur new SIPs isi funds me dale ya new add kare ..suggest me *aur dale to kaha kitne % allote kare...?*
Aur Portfolio me 2 SmallCap fund rakhu ya 1 & konsa ?
And kindly enlighten me about the *Fund houses I've selected.. are Good or not?*
Specially About *PGIM*📌 fund house..is it safe for long term?
I am also investing ₹25000 Yearly on Quant ELSS and PPF each
My current monthly expense is almost 15000
I have 3 LICI Endowment Policies jiska Sum assured lag vag 12.5 lakh hai ... premium 7800 p.m /- appx. (For 80c benefit)
Bajaj Alliance Term insurance hai 1Crore coverage premium 981 p.m
United India HEALTH insurance 10 Lakh coverage...
Good Evening Swati ji, To get 1.5 lakhs from 2 crores (I wish he had 3 crores), I would invest in SWP in Large cap (50 lakhs Index), SBI Large and mid-cap fund (50 lakhs), SBI aggressive Hybrid fund (50 lakhs) and a pure mid-cap index fund (50 lakhs). That might give him 12-14 % average return. I
Although equity mutual fund gives a better returns but they're volatile as well. I would suggest aggressive hybrid mutual funds because you SWP will be active when market is not giving returns. So you principal should not redeemed.
@@MoneyMunshi Absolutely. Hybrid funds are always preferred for SWP
Valuable edition Swati Ma'am 🙏
Thanks Swati for including my question and your valuable feedback.
Everyday I am gaining knowledge from yu.thanks. God bless u
Hello Swati ji ! I used to watch your show Your Money on CNBC Awaz perhaps 13-14 years ago from which I gained a lot of knowledge about Matual fund investments, Till now I have accumulated a large amount of corpus ( at least for me)Thanks so much ! I am happy that I have found this channel in CZcams again.
What a coincidence, Mr Padmanabha situation is so identical to mine and I have same financial plan and goals. To some extent the answer to his question helped me a lot. Thank you BWealthy team🎉!
Madam ji aab ki aawaz bahut madhur hai aap ki style lajabab. Aap Susmita Sen jaise dikhte ho aap ke sab video no.1 hote hai madam ji maine gtl infra ke stock 800 by kiye 2.30 ke aas pass ab 4 ho gaya me hold kar raha hu 10 resistance pahochega tab 50 percent sell kr dunga ya hold bhi rakh lu kya malum gtl infra rs 20 chal jaaye to aur profit es stock pr please ek video banaiye
Thanks a lot Swatij jee
Thank you swati madam.
I have a lot of lump sum money available
since the last 9 months. The reason I did not put it into long term
equity was everybody was saying wait for the market to fall. So I was putting/redeeming
it in some index funds and some funds having lesser days exit load
and I did benefit but ultimately this money is for about 8 or 10 years
long term investment . I was abroad and could not take advantage on 4th of June
If you keep thinking about market fall then you will never be able to invest. Do one thing... Invest 50k per month for about 1 and half year in one multi cap and one flexi cap fund. So you will average out the returns in case there is market fall or not.
Thank you
Mam mutual fund vs Smart Beta ETF, please make a video for it, which one is better?
How does 1% withdrawal from 1.5 Cr mutual fund portfolio translates to 75k per month. Not making sense to me. Kindly guide.
19:45
Hdfc midcap....3000
Parag parikh flexicap fund...3000
Kotak multicap...3000
Nippon india multicap fund...2000
Icici large and midcap fund...2000
Nippon india growth fund...1000
Can Nifty50 Index fund be bought as lumpsum equivalent to nifty lot value and buy a put as long term hedge for managing volatility for bigger fall..
Best small cap suggestion to start sip in few months
Hello swati ji, I have couple of ongoing sip through et money, suppose if I want to continue those sip through directly from mutual fund website, can I continue same sips or not or would I have to start from the scratch
Nice information madam and sir
Good evening Madam nice work
Hi Mam, I am planning for an early retirement at right now at the age of 30 unsure what should be the retirement corpus. Having Assets around 10 Lakh-
Out of which 5 Lakh kept for emergency funds
4 Lakh are invested in pure Equity cash positional swings rebalanced every quarter having good returns around 45% XIRR. Will continue to do so aggressively with an additional capital of 2 Lakh this year. I hold 50,000 in Elss Zerodha 250 large and Midcap.
Will now be investing 50,000 per Month in Equities and ELSS(for tax saving purposes) or Parag Parekh flexi cap and Small cap of Nippon/Quant in equal proportion. Having salary 10 Lakh PA with Monthly expenses around 30,000 per Month. Expecting 37 as an age of retirement. Unmarried right now
My loved topic
Compounding tools are available to every body.
Nice information Madam. 👌👌👌
Madam, 15 year SIP complete hone ke baad, paisa kis Tarah nikaal Lena chahiye asking process bataye please
Hlo Swati ji .. mein angle one aap se mutual fund mein invest krta hu kya ye safe h pls reply
Nice information
Please suggest one best small cap
Madam MAFANG kaisa ETF Hai. Kya isme nivesh kar sakte hai?
Aaj awaz bahut clear hai
Please plan a retirement scenario,fd 1 cr,equity 50 lakh ,20 k per month rental income,need 1 lakh per month after 2 years
Please kuch video stock pr banaiye
Mujhe koi thematic fund suggest karen jo achchha Ho
mera ek question hai :
Mai last 4 years se Mirae asset large and mid cap fund me SiP kar rha hu. Pichle kuch time se ye fund ka performance kam ho rha hai, according to youtuber. mai us amount ko dusre fund me switch karna chahta hu. mai ye janna chahta hu ki kya switch karne se kya asar padega?? Beech me switch karne ke kya nuksan hote hain?
Sabse pehle ap exit load check kariye, is fund mein ek saal tak 1% ka exit load hai jo sidha apne total value me deduct hoga. Iske baad ap kis naaye fund m invest karna chate hai n uska kya view vo janiye
Madam ji, aapki voice bhut sweet h.. ❤ I am investigating 22 k SIP monthly in 07 Funds Kotak Emerging Equity, HDFC Top 100, HDFC Balanced Advantage, ICICI Flexicap, ICICI Multi Asset, Nippon India Small Cap, Nipon India Power & Infra. Aim to achieve 01 Cr in next 12 Years. What would be yours professional advice if I need to change any funds ?
Swati ji without mutual fund monthly 1 lac chahiye retirement ke liye kitna fund chahiye
Keep your Annual Withdrawal between 5%-9%. So Apko 1.5-2 Crore ke bich m investment karna chaie for ₹1 Lakh monthly SWP
Mam hyy meri age 45 hai
50 lakh investment krnni hai
Life tym investment krni hai
15 sal bad se swp krna h
1 lakh ka
Plz suggest
Best lumsum bataye
Large cap VS Flexi Cap Question
Mere pass Nippon india Large Cap he and parag Parikh flexi cap he jisme 3000 har month sip chal rahi he 32% overlapping he to kya sare paise Parag flexi me dal na sahi rahega Nippon large cap band karke ??
Maket conditions k hisaab se sare flexi cap funds m large cap ka alloaction zyada hai kyunki mid and smallcap expensive hai. to dono funds m continue rakhiye.
Ma’am, if withdrawn is 1% of 1.5 Cr means 1.5 lakh, how come 68000??
Best safe route of investment mutual fund like through demet angel one , through distributor, through direct company office .wt difference bw three.which one has less expense ratio.
Hello Swati ji
10 % rate 2 cr 1.5 lak mo
Ma'am please make a fully details video on my cams app..I hope you will make..it's helpful for every direct investor..so please ma'am make video my cams app soon... reply
Monthly 1% withdrawal ,OhMG .....i think its 6% withdrawal annually
Aap ki aawaz bahut sweet madhur sunne ka man hota hai kaas meri etni madhur aawaz hoti nice aawaz....
Best swp ke bare me bataye
Madam ARBITRAGE fund Fd se good h
Sir dono ke returns lagbhag barabar rahenge bs tax alag alag hai. Arbitrage me equity taxation and FD m debt taxation
Which fund is best for swp
Depending on your time horizon, for short term (1-3 Years) Balanced hybrid Fund and for Medium Term (3-5 Years) Aggressive Hybrid funds
70 lakh +20 fd+36kpm rental....yevquestion tha ki public ko complex or pressure mein dal k mje lena tha 😂😂😂😂😂
Bhai gae bhi to dekho. 50 ki age mein tum bhi isse jaada hi rakhoge 😊
9% of 2 crore - 18 lacs, what about income tax?
10 % LTcg only
Madam what is investment advise in SIP for 40 year old for 2cr corpus in next 10 years
Invest in defence , renewables in equity. For MF. Try defence and small cap and flexi cap although risk is high but growth opportunity is good here
@@rajgogoi2178 Thanks
Market can give you more than that 14%
Mam mf me aap se invest karne per kya nuksan hai
Mam muje retirement me 17 saal bachelor hai aar mera sbi small cap 2000 ,sbi equity hybrid fund 1000,quant infrastructure me 2000 monthly sip chal rahi hai aar 125000 lump sum sbi psu sector me hai aar pf me 1500000 hai 5cr ka target after 20 yr hoga kya mam
Mera beta 20 yr ka hai pharmacy 3rd yr me aar husband bhi sab sambhale hai mujper koi depend nahi
5000 aar sip karna hai kis fund me kare
12%ppf aar 12% vpf katata hai salary abhi 1000000 yearly salary hai aar 4sal me plot loan nil ho jayega
Yearly increase 7%
MF compound ho jayega....iska meaning plz maam explain kijiye.
SBI. 250 small cap index fund me 50lac lamsam Kiya h jiski velu 89lac Jo gyi h kya kru
Pada rahne de, bhai, badhte huve achha nahi lag raha kya?
Good evening Madam, I have dropped a mail to your platforms id more than a fortnight back. However I am yet to receive the revert. Would request your attention on the same. Would be grateful if you can kindly help me with the solution.
मेरे पास 700000 लाख rs है मै कोनसे फंड मे लगा सकता हू और अगले 7से 8साल तक मुझे पैसोकी जरुरत नाही है मेरी उम्र 55 है
ICICI equity and debt fund 50%
Parag Parikh flexicap fund 50%
Daal dijiye
Madam ji, aapki voice bhut sweet h.. ❤ I am investigating 22 k SIP monthly in 07 Funds Kotak Emerging Equity, HDFC Top 100, HDFC Balanced Advantage, ICICI Flexicap, ICICI Multi Asset, Nippon India Small Cap, Nipon India Power & Infra. Aim to achieve 01 Cr in next
Don't investigate...just invest
Fund bahut hi Kam liye hai aapne aur 8funds lena tha......
Swati you are going for spicy headlines ,you don't even reply forget replying
mam mai bussines kerta hu , mera age 27 hai , mam mai socha hu ki 2 cr ka loan le ker swp ker du aur jo withdrawal amount hoga uss se emi payment keru tenure 13 years tak swp keruga , muje loan 8 to 9% k interest per mil jayrga , 70% - small cap , 20% mid cap , 10% large cap , loan v total clear ho jayega aur final balance v aacha bach jaiyega kaisa rahega mam please pick my question ?
Pados waali aunty ki tarah kyu suggest de rahi ho madam. Be specific to the questions answer.
😂👌
It looks to me this guy has very limited knowledge and definitely not good at maths. Not suitable for this platform.
2 crore se to 9% me hi mahina 1.5 lac atega, its no brainer
Hello Madam
Please My Pf is bellow for next 20 years
Uti nifty 50 Rs 10000
Uti N next 50. Rs 10000
MS Nasdag 200. Rs 5000
MS s&p 500. Rs 5000
PPFlxi. Rs 10000
SBI Contra. Rs 5000
Kotak mid. Rs 5000
Sbi small. Rs 5000
Axis small. Rs 5000
My desire about 5cr
You have only one midcap , so change contra to a midcap fund
he bhagwaan, 9% calculate karne me 2 min laga diya….is type ka easy calculation to 5 seconds me de dena chahiye agar yeh financial expert hai 😂😂😂
True 😂
2 cr lekar monthly 1.5 L😂😂😂 chuchap fd karo mip karo...logo ko chutiya mat banao....i will give you 2L per month....bond likhawa lo..paisa apane account me rakho...2L se uper jo mile uska 10% de dena...bas😂😂...
Tu gareeb hi rahega
Hello swati ji, I have couple of ongoing sip through et money, suppose if I want to continue those sip through directly from mutual fund website, can I continue same sips or not or would I have to start from the scratch
Hello swati ji, I have couple of ongoing sip through et money, suppose if I want to continue those sip through directly from mutual fund website, can I continue same sips or not or would I have to start from the scratch
Hello swati ji, I have couple of ongoing sip through et money, suppose if I want to continue those sip through directly from mutual fund website, can I continue same sips or not or would I have to start from the scratch
Hello swati ji, I have couple of ongoing sip through et money, suppose if I want to continue those sip through directly from mutual fund website, can I continue same sips or not or would I have to start from the scratch
You'll have to fresh SIPs same will not be continued