Should you switch from regular to direct plan?

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  • čas přidán 28. 08. 2024
  • Investors asked me various questions related to investment and I have answered few selected questions in this video. '
    This video is bases on question and answers related to mainly mutual fund asked by my viewers.
    This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
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Komentáře • 38

  • @shubhamkhare3780
    @shubhamkhare3780 Před 3 dny

    आप ने बहुत ही शानदार जवाब दिया सर धन्यवाद
    कभी कभी अगर आपका मित्र ही एडवाइजर है तो आप चाह के भी स्विच नहीं कर पाएंगे सम्बन्ध आपके बीच जरूर आएगा और ऐसी स्थिति मे दोस्त और दोस्ती दोनों जाएगी 🙏🙏

  • @hazrathvali2684
    @hazrathvali2684 Před 6 měsíci +2

    Very good explanation sir I am impressed with your knowledge God bless U with long life to serve the investors

  • @DhirenNaik
    @DhirenNaik Před dnem

    bahot useful raha.

  • @DhirenNaik
    @DhirenNaik Před dnem

    sir, mera manana hai ki direct plan hi karna chahiye. kyoki koi bhi professional time to time fund change nahi karta hai. Quant Mid Cap fund Direct plan 2016 mai invest karne per 2024 mai 59 lakhs hota hai lakin regular fund same day 2016 mai invest karne per 53 lakhs hota hai.( Advisorkhoj website data).

  • @subodhkadam
    @subodhkadam Před 9 měsíci

    Thank you sir for clarifying the my query.
    Meanwhile if I have any further questions I will post the same.

  • @vinayKumar-zm1qi
    @vinayKumar-zm1qi Před 9 měsíci +1

    Very good information sir

  • @diujay
    @diujay Před 9 měsíci

    Switch karna chahiye ya redeem karna chaiye fund?
    Tax kismein jyada lagta hai ?
    Which one Is better.?

  • @Athusainofficial
    @Athusainofficial Před 9 měsíci

    Hello sir
    Mere portfolio mein 4 mutual fund scheme hai
    SBI large and midcap 1500
    SBI small cap 1000
    Parag Parikh Flexi Cap 1500
    Kotak emerging mid cap 1000
    Last three manth se SIP kar raha hun
    But problem yah hai ki SBI AMC ka do fund hai to main ine donon mein se Kisi ek fund ko exit karna chahta hun to kis fund ko exit karun aur uske jagah per kaun sa fund best rahega mere is portfolio ke liye please pick my question your next Q&A video
    15 to 20 years investment horizon

  • @jagdishbangar3810
    @jagdishbangar3810 Před 17 dny

    Sbi multi cam regular fand may sip kiya hai oa achha hai kay

  • @sanjaykumar-wl5ck
    @sanjaykumar-wl5ck Před měsícem

    Sir I want to knew one thing that if a person want to switch from regular to direct with the same nav and same existing plant the what will be the effect on it

  • @vivekshankar2780
    @vivekshankar2780 Před 9 měsíci +1

    Sir, any provision to get financial advise individually?

  • @hemkantdwivedi7808
    @hemkantdwivedi7808 Před 9 měsíci +1

    Good morning sir
    Is authentic groww app for 15 to 20 yrs. Please clear 🙏

  • @ajeetmishra4375
    @ajeetmishra4375 Před 2 měsíci

    Sir mere pas sbi bluechip fund regular plan hai mi direct plan growth me convert karna hai to uske kya fayde ya nuksan hai

  • @sunilbhalla7240
    @sunilbhalla7240 Před 5 měsíci +1

    Pankaj Matpal ji, I have a good amount of corpus invested across 08 Mutual Fund Regular Schemes but I stopped the SIPs two years back. Now I want to start investing in the same schemes Directly. Shall I swich from regular to Direct and then start SIPs or redeem all the amount and then beging investing in the same funds? Wt will be the reprecussions in both the cases? Thnx

    • @Amy_zz
      @Amy_zz Před měsícem

      I'm facing similar dilemma. Meanwhile I've stopped sip but haven't done anything else

  • @bharatmeghnani8926
    @bharatmeghnani8926 Před měsícem

    Sir maine sbi ke large and midcap me 1lakh regular plan me invest kiya tha ab isko switchh kar sakte h same fund me jo ki direct ho

  • @a-zfatikofficial8301
    @a-zfatikofficial8301 Před 9 měsíci

    Mf Direct plan main kya kya manage karna padta hai?
    pls eska ek video bhej

  • @rahultripathi6641
    @rahultripathi6641 Před 9 měsíci

    Sir mere pass 5Lac hai mai esko kaha invest karu (1.5 Lac for 3 year 1.5 Lac for 5 year 02 Lac for 7 years) please advise mai eske alawa 3 Lac Small finance Bank me 9% interest pe jama Kiya hu.

  • @santoshkeshari3262
    @santoshkeshari3262 Před 4 měsíci

    Sir mai sbi ke 2fund liye h 1 sbi contra fund and 2sbi eqiviti fund hdono reguler h mai do fund our Lena chata hu to kripaya marg darshan kijiye
    Sir ek fund Maine liya tha sbi Magnum jisaki sip COVID me band ho gayi h to uska mai kya karu

  • @somkamngemu9255
    @somkamngemu9255 Před 6 měsíci

    Sir mene SBI mutual fund lock in period regular plan mein invest kiya.but mujhe us fund ko direct plan mein switch karna chahta hu kaise kare please solve

  • @ramsinghrawat1300
    @ramsinghrawat1300 Před 8 měsíci

    Sir regular plan me sip closed ho chuki ha, kya SIP se expense ratio ab bhi katega

  • @jogeshwarbajpai7324
    @jogeshwarbajpai7324 Před 9 měsíci

    What is the system to switch from Regular to Direct

  • @rabindrapradhan3294
    @rabindrapradhan3294 Před 9 měsíci

    I want to start my SIP with 8k per month. I have selected few funds. The funds are ICICi pru nifty 59 Index fund, Nipon India multicap fund, HDFC flexicap fund,kotak Equity opps fund, HDFC large and mid cap fund, Motilal oswal large and mid cap fund,Mirage Asset Blue chip fund.
    Can you pl guide me which fund I should start SIP.

    • @pankajmathpal
      @pankajmathpal  Před 9 měsíci

      czcams.com/video/jHBkcub1p_c/video.htmlsi=Fm-YWLi7ArCiyTsA

  • @chaitanyapatel7827
    @chaitanyapatel7827 Před 9 měsíci

    Agyanta ke karan hdfc sbi icici qwant ke vajay sundram me fasate hai

  • @aksket2000
    @aksket2000 Před 9 měsíci

    Sir, salaried persons can file ITR under old tax or new tax regime and can change option every year. Is this applicable for retired person drawing regular pension from government?

    • @pankajmathpal
      @pankajmathpal  Před 9 měsíci

      Yes, individuals who have income from pension can also switch from one regime to another regime.

    • @aksket2000
      @aksket2000 Před 9 měsíci

      Thanks Sir

  • @kanhaiyatripathi1793
    @kanhaiyatripathi1793 Před 9 měsíci

    सर मुझे ५०००००/- निवेश करना है।
    LIC से मुझे मिलने वाले हैं । मैं बहुत परिश्रम से यह पैसा बनाया हूं। सही मार्ग दर्शन देने की कृपा करें।

    • @pankajmathpal
      @pankajmathpal  Před 9 měsíci

      czcams.com/video/cUxfjgUI5XU/video.htmlsi=Y5o4O1_S9DjEZFiT

  • @MukeshSani-vh6xb
    @MukeshSani-vh6xb Před 9 měsíci

    Sir aap Mutual fund me kone aap se Invest karte hai.

    • @pankajmathpal
      @pankajmathpal  Před 9 měsíci

      NSE NMF II

    • @MukeshSani-vh6xb
      @MukeshSani-vh6xb Před 9 měsíci

      @@pankajmathpal Me zerodha coin se invest kar raha hu. last 6 year se. aage jakar koi problem to nahi hogi na sir

  • @surendrachoudhary6607
    @surendrachoudhary6607 Před 9 měsíci

    Sir namskar 🙏

  • @dj_77508
    @dj_77508 Před 7 měsíci

    Kuch service nehi deta

  • @chaitanyapatel7827
    @chaitanyapatel7827 Před 9 měsíci

    SUNDRAMAMC KE DALAL INVESTRO KO FASATA HAI

    • @py3126
      @py3126 Před 9 měsíci

      Go AMC office and just close the sip