Tata Small Cap Fund vs Nippon India Small Cap Fund: Which One Should You Choose in 2024?
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- Äas pĆidĂĄn 13. 09. 2024
- Welcome to our detailed comparison of the Tata Small Cap Fund and the Nippon India Small Cap Fund! This video thoroughly analyses the key differences and similarities between these two popular small-cap funds. We'll cover historical performance, risk factors, investment strategies, and overall value for investors. Whether you're a seasoned investor or just starting your investment journey, this analysis will help you decide where to invest in 2024.
đ Topics Covered:
âą Fund Overview
âą Historical Performance
âą Risk and Return Analysis
âą Fees and Expenses
âą Investment Strategy
âą Which Fund is Right for You?
đ Fund Performance Comparison: Discover how the Tata Small Cap Fund stacks up against the Nippon India Small Cap Fund regarding past performance and future potential.
đŒ Investment Strategy: Understand the investment philosophies and strategies of each fund to see which aligns better with your financial goals.
đĄ Expert Insights: Get valuable insights from financial experts on the strengths and weaknesses of each fund.
Don't forget to like, comment, and subscribe for more financial insights and investment comparisons!
#TataSmallCapFund #NipponIndiaSmallCapFund #SmallCapFunds #InvestmentComparison #MutualFunds2024 #SmallCapInvesting #FinancialPlanning #InvestingTips #MutualFundPerformance #InvestmentStrategy
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Excellent analysis ...
Sir kindly review my MF allocation
UTI Nifty 50 - 10000
Parag Parekh Flexicap - 5000
Nippon India Midcap - 5000
Quant Smallcap - 5000
Much better analysis on TATA Small Cap based on data....Nippon was my favourite too. However, due to their current AUM and increased exposure in Large & Midcap they are losing logical relevance. Quant is wait n watch due to their fund house's ongoing investigation by SEBI (Raided and seized equipment so it's little more than routine investigation)
So which one is best for more than 10 years time horizon.. TATA small cap or Nippon small cap with plz reply.
Thanks.
Hi apologies for delayed reply, wasn't well.
Hi Sir,
I want to do a monthly SIP of 30k(not started yet). Can you please review the below portfolio ?
Kindly suggest if I need to change any mutual fund category or the amount mentioned below. I have been following your videos from quite some time. Your suggestions and advice really help a lot of people.
1. UTI Nifty 50 Index Fund - 3k
2. ICICI Pru Nifty Next 50 Index Fund - 3k
3. Parag Parikh Flexi Cap Fund - 4k
4. JM Flexi Cap Fund - 4k
5. Motilal Oswal Mid Cap Fund - 4k
6. Quant Mid Cap Fund - 4k
7. Nippon Small Cap Fund - 3k
8. Quant Small Cap Fund - 3k
9. Tata Small Cap Fund - 3k
Hello sir,
I have invested in
Large cap funds
1)ICICI prudential nifty next 50 index fund - 3000
2) UTI nifty 200 momentum 30 index fund- 3000
3) ICICI prudential bluechip fund- 3000
4) Nippon india large cap fund- 3000
Midcap funds
1) Motilal Oswal midcap fund- 3000
Small cap funds
1) Quant small cap funds- 3000
Is my portfolio good ? Kindly suggest your ideas on this please.
Confused đąđą,, planning for minimum 20 years... Suggest please
Sir, Mera portfolio main hain:
1) PPFC-SIP, 2) MO Midcap-SIP, 3) Nippon Midcap150 Index-Lumpsum on ever 3%+ deep, 4) Quant SC-SIP.
Want to add a fund for my wife but I'm bit confused to chose one between these two funds. Investment horizon 26yrs+. Dil-Dimag bol raha hain Tata SC, aankh dikha raha hain Nippon SC. Can you suggest pleaseđ?
2 small cap fund mein kounsa best rahega Nippon or Tata please reply more than 10 years
Hello sir, very happy to see your videos & I expect a good advice regarding my portfolio.
1. JM FLEXY CAP- 1600
2. QUANT FLEXY -3500
3. ICICI PRUDENCIAL EQUTY & DEBTS- 3000
4. QUANT SMALL CAP -2000
Please suggest if i need to remove anyone & suggest one more to total 15K
Hi apologies for delayed reply, wasn't well.
Just add
Nippon India growth fund
Rest is fine.
Please review my portfolio.
1) Nippon Small Cap- 5K
2) Motilal Oswal Mid Cap - 2K
3) Edelweiss MidCap - 2k
4) Parag Parikh Flexi Cap- 3k
5) Direct stocks worth 3k
My age is 28. Long term investor. My initial target is to accumulate a corpus of 1 Cr in next 15 years or before that. I will step up my SIP evey year by some amount.
Please review & give suggestions.
Tata and Quant small cap is the best combination. Nippon is like an index fund with so many stocks.
True, it has become a multi cap over time with good fund management.
ââ@@InvestWithSKSingh which Fund is better to invest tata small cap fund direct growth or Quant small cap direct plan Growth
Quant gya sebi notice bheja hai quant ko
Absolutely correct buddy
Thanks .. whatâs interesting here was in rolling returns Tata out performed in all terms where as in CAGR itâs viceversa.. not sure if the data presented had any mistake
Sir ji... Really saying that this is one of the best analysis i ever seen... Please try to post a video on portfolio management sir..
Kindly review my MF allocation and give me ur view sir:
UTI NIFTY 50 index - 5000
Parag parikh flexi cap - 10000
JM flexi cap - 5000
Quant flexi cap - 5000
Quant small cap - 5000
All are direct growth option.
Just switch to Quant mid cap.
It will help you to reduce portfolio overlapping and returns in the mid cap cycle in the long term.
Rest is fine.
Sir, kindly review to my portfolio. Tata small cap fund-2000 Parag Parikh flexi cap fund-2000 Nippon india large cap fund -2500. Navi Nifty midcap 150 fund-2500. Motilal Oswal nasdaq100ETF-2000
Perfect portfolio. Keep increasing your SIP amount annually by at least 5-10%, and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
Sir me wk student hu 20 saal ka me Nippon india small cap me 5k oer month dalta hu ...so pls suggest kijiye iss funds se nikal ke dusre fund me jana chahiye ya nahi . Kyuki Nippon india ka AUM 60000 cross kar chuka he......aur sir me long-term investor hu minimum 25-30 year tak hold karunga
Sir i invest Nippon large cap fund - 3000rs
Parag flexicap -4000
Motilal midcap -3000
Nippon smallcap -5000 rs
Its okay????
Just one change
instead of
Nippon large cap fund - 3000rs
Add
Quant value fund / Tata business cycle fund
for better results
@@InvestWithSKSingh Thaq sir
Hello Sir, I have axis small cap and Nippon small cap fund. Will it be advisable to add Tata small cap considering the overlapping scenerio??
Hello sir, please review my portfolio. I want to invest for long term, approximately 20 years.
Also I'll step up every fund 3-5% per year.
1. Nippon India Growth Fund Direct Growth 1500
2. SBI PSU Direct Plan Growth 1000
3. Tata Small Cap fund 2000
I want to add one or two more funds and have a budget of total 5k. So which fund I should choose?
Waiting for your valuable suggestions sir đ
Just add
ITI Multi Cap Fund
Or
Quant flexicap fund
I hope this helps.
Delay regretted due to health issues.
Regards.
@@InvestWithSKSingh thank you sir â€ïž
I'm investing in both funds. 3k nippon and 2k tata per month.
Good to go , but also don't forget to create a diversified portfolio,.
Sir mera name Dipak baral,sir mein Tata small cap, axis small cap and parag parikh flexi cap mein sip kar raha hu.kya ye combination sahi hai??ya change karu??or ek mid cap motilal oswal ko add lar salta hu? Plz rply me
Sir i have already invested in quant small cap, what should i add next nippon multicap/small cap or tata small cap?
Pls reply
Better add
Quant flexicap
What you think Sir for long term
1) Parag Parikh Flexi Cap Fund
2) Invesco Infrastructure Fund
3)Quant Mid Cap Fund
4) Tata Small Cap Fund
Its great for long term. Just keep increasing SIP annually and lumpsum on every big dip.
@@InvestWithSKSingh Sir what u think about the market volatility ?
Will remain high till July (Budget).
Sir plz review my portfolio, As a aggressive investor investing for 10-15yrs as SIP:-
1) Parag Parikh flexi cap -4k
2) canara Robeco small cap - 3k
3) Tata small cap - 2k
4) Icici prudential technology - 2k
5) PGIM india Midcap opportunity- 3k
6) SBI NIFTY INDEX - 3K
7) Quant ELSS TAX saver- 2k
8) Quant small cap- 2k
Presently in my portfolio Invested- 247988, Total- 304005
Sir some queries:-
1) how do i manage my portfolio to reach 1 cr in next 10 yrs?
2) already m investing in 03 smallcap, what should i add Nippon smallcap?
3) what about Midcap?
With first thing first
Your portfolio - SBI NIFTY INDEX - 3K is just adding portfolio over-lapping to your portfolio by 71%
Redeem SBI NIFTY INDEX and redistribute this 3000 in remaining.
Small cap leave as it is as the overlap is not that significant.
1) how do i manage my portfolio to reach 1 cr in next 10 yrs?
Ans: With 21000 SIP amount you need to increase SIP amount 10% annually for the next 10 yrs and and whenever the market makes a good correction of more than 10%, invest in a lump sum also.
Assuming 15-17% returns you will achieve your target depending on market situation.
For any further clarification, feel free to reach out to us.
Regards.
2) already investing in 03 smallcap; what should I add to Nippon smallcap?
And: not required in fact don't add any more fund.
3) what about Midcap?
And: After the change of Anirudha Naha, there is a big setback for this fund. Consider switching to Quant midcap or Motilal oswal midcap
Hello Sir plz review my portfolio
1. Parag Parikh flexi cap 2k
2. Canada robeco bluechip 2k
3. Axis small cap 2k
4. Canada robeco small cap 2k
5. Pgim mid cap 2k
& recently Iâm added Kotak infra fund of 2k time horizon 20 years
Please suggest if any changes & I want to change mid cap fund so which one I have to add Iâm thinking of quant mid cap. Or Mahindra manulife mid
Just one change required, instead of PGIM mid cap add Quant mid cap or Quant flexicap. It will improvise your overall portfolio returns.
@@InvestWithSKSingh thank you sir for ur feedback đđ»
Sir, pls review my SIP plan for long term 10-15 yrs
A) Nifty index
1. Sbi nifty 50 index - âč1500/-
2. Sbi nifty next 50 index - âč1000/-
B) Mid cap
3. Sbi midcap 150 index - âč1500/-
4. Quant midcap - âč1000/-
C) Flexi / Contra fund
5. Parag parik flexicap - âč1000/-
6. Quant flexicap - âč1000/-
7. Sbi contra fund - âč500/-
D) Small cap
8. Quant small cap - âč1500/-
9. Nippon small cap - âč1000/-
Redeem/ Stop - Nippon small cap - âč1000/- Change to Tata Small cap fund/Bandhan small cap fund
Redeem/ Stop - Parag parik flexicap - âč1000/- Add this amt to Quant flexicap and Sbi contra fund 500 each
Redeem/ Stop - Sbi midcap 150 index - âč1500/- and switch to tata nifty midcap 150 momentum 50
This will improvise returns and reduce portfolio overlapping.
For any further clarification, feel free to reach out to us.
Regards.
@@InvestWithSKSingh Why to switch parag parikh to quant flexi?
Tata and Bandhan is doing good
Tata small cap vs bandhan small cap which one is better now?
If focusing on better risk adjusted then go for Tata small cap else if you have high risk appetite than go for Bandhan small cap.
best analysis available on internet
Thanks. It means a lot coming from you. Any help from my side you are most welcome.
Warm Regards.
Sir i am your fan of simple and easy way of talking. Kindly help me in
1. I want to start 2000/- per month each SIP of in
Confused between NIPPON SMALL Cap or TATA Small Cap and HDFC MID Cap or Motilal Oswal Mid cap fund.?
2. And a lumsump or SIP will be good each in SBI PSU & ICICI Infrastructure fund.? & Amount ?
Note :My tenure will be long term for SIP and Medium/ long term for above both Sectoral funds.
One SIP of 3000/- is going in ICICI Bluechip .
3. Should i add any flexi cap or other fund..?
Kindly suggest overall .
Kindly suggest is it ok?
NIPPON SMALL Cap
Motilal Oswal Mid cap fund
ICICI Infrastructure fund + Quant value fund
Instead of flexi cap fund
add
Tata business cycle fund
Beautifully analysis done sir..
Sir please review my portfolio of 10 k for 7 years
Sbi bluechip -3000
Sbi magnum mid cap-2000
Parag Parikh flexicap-2000
Quant small cap-1500
Tata small cap- 1500
Keeping anyone will be good,
Parag Parikh flexicap-2000
or else
Sbi bluechip -3000
And if possible replace
Sbi bluechip -3000
to
Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth
For very long term investing and better results.
great analysis covering call the aspects in short time, thanks very much.
asking fir my dad, can you suggest some funds and strategies for SWP by taking 20lakhs as example.
the withdrawal amount will be 20k/month for a retired person. will invest now and start withdrawal after a year.
this will be great help for many retired people
Great suggestion! I will inform you on this topic soon.
And for this you can choose some very good quality and very low risk funds
Such as
Parag parikh dynamic asset allocation fund
ICICI prudential multi asset fund
HDFC balance advantage fund
And one gold Fund for hedging
HDFC gold Fund
And opt for SWP after a year.
Hello Sir,
I want invest 50k in lumsum
please suggest me where to invest
Sir me konse fun me invest karu, tata small cap fund or nippon small cap fund?
TATA small cap + Quant small cap. will do great.
Sir.. already started sip in icici prudential blue chip, parag Parikh flexi cap, axis small cap fund.
Pls suggest one more fund
Nippon small or tata small????
Tata small cap is better but
you must add a mid cap fund instead.
@@InvestWithSKSingh thank you for your response. Can u pls suggest me one?
Thanks for such nice video sir. Iam having
Axis small cap
Hdfc bse
Parag flexi cap.
I want to add quant mid cap
And tata small cap or nippon which is better for 15 years. Kindly suggest
Thanks
quant mid cap
Tata small cap
What about my portfolio sir:
Tata small - 10k
parag parikh - 7k
quant elss - 3k
Midcap etf - 10k
i am 28yrs
Hi apologies for delayed reply, wasn't well.
No changes Required in Above portfolio,
And keep increasing SIP whenever possible and add small lumpsum amount on every big dips.
@@InvestWithSKSingh Thank you sir
Please review my portfolio
ICICI PRUDENTIAL BLUE CHIP 5K
MOTILAL MID CAP5K
NIPPON SMALL 5K
QUANT SMALL 5K
QUANT MID CAP 5K
â@@InvestWithSKSingh
Hi Sir, can you please review my portfolio?
UTI Nifty 50 Index - 1 lakh
ICICI Prudential Nifty 50 Index - 1 lakh
SBI Magnum Midcap - 1 Lakh
Tata Small cap - 40k
Kotak small cap - 60k
Motilal oswal Large and midcap - 30k
DSP ELSS - 60k
Keep just one out of these
UTI Nifty 50 Index - 1 lakh
ICICI Prudential Nifty 50 Index - 1 lakh
Rest is fine.
@@InvestWithSKSingh thank you so much sir
waiting for your video because have been unable to decide which is the second small cap fund I can take in addition to quant. Quant + nipppon or quant + tata or quant + any else
Will try to add maximum this week on a small cap from Monday. Thanks for your valuable suggestion and writing to us. Regards
@@InvestWithSKSingh will wait for that video in that case
@@InvestWithSKSingh waiting for your video to decide on my small cap investment. She I invest in 1 active fund + 1 smallcap250 index fund? or both active funds? Also if both active funds, one I already have a lumps investment in quant from earlier, maybe I continue that but which one she be the next one? Nippon ( too big a fund and expense ratio as high as quant but diversified) or tata small cap / edelweiss small cap
For small cap, 1 or 2 active funds are enough; index funds are still not that good.
Axis small cap is better or tata small cap?
Sir please review my portfolio.
Age 38,Risk Aggressive, Time Horizon20 yrs.
1) Parag Parikh tax saver 2k
2) Edelweiss mid cap fund 2k
3) Quant mid cap fund 2k
4) Axis small cap 2k
5)Tata small cap 2k
Kindly suggest any changes...
Just one suggestion, Change Axis Small cap to Quant small cap for better returns. Rest is fine.
Sir, axis elss- 5000
Parag ELSS-2000
Parag parikh flexi-3000
Hdfc index-2000
Tata small capp-2000( new add)
Please suggest me
I am govt employee.....
Instead of
Hdfc index-2000
Add
Tata Business Cycle Fund - Direct Plan - Growth
Instead of
Parag parikh flexi-3000
Add
JM flexicap fund.
for better results.
Very good & unique analysis... Thank you
Glad you liked it!
Thanks singh sir , valuable information
Always welcome. And thanks for sharing your thoughts.
which Fund is better to invest tata small cap fund direct growth or Quant small cap direct plan Grow th
Combining both will be a great strategy to go for.
Mix for the two best investing styles.
Sir i need your valuble suggestion. At present i have 1.2 lakh with me. I want to invest lumpsum 20 k in 6 funds equally. Kindly review my portfolio. 1. Icic pru multi asset fund. 2.parag parikh flexi cap fund 3 icic value discovery fund 4 sbi automotive fund nfo 5.nippon large cap fund 6.motilal oswal mid cap fund. Can i procedd with this or any changes. Kindly review sir
don't do it now , kindly wait till the election results by 4th June. And instead of ICICI prudential value discovery add Quant Active fund. Instead of SBI automotive add Invesco India Infrastructure fund.
@@InvestWithSKSingh sir if BJP wins, if I wait till june 4 will it will be loss should I invest now or wait till june 4 if I do lumpsum
@@InvestWithSKSingh sir if BJP wins on 4 th, if I buy on 4 th will there will a loss. In that scenario I should wait till 4 th june Or I should invest before that??
But TaTA ka mutual fund app hi nehi he jismein Humara investment safe he ya Nehi kese pata chalega
Hi apologies for delayed reply, wasn't well.
Aap Tata mutual fund Customer care number par Call - (022) 6282 7777
Monday to Friday 9:00 am to 5:30 pm ya phir Whatsapp - 70457 48282 karke apni investment ki jankari le sakte hai.
Hello sir.
I'm one of your subscriber.
Kindly guide me.
I've planned to invest 6000/month in SIP
4000/month for short term around for 5 years and 2000/month for long term around 15 to 20 years.
I'm completely begginger.
Please guide me in which fund i should invest and how much amount i should invest ?
And please make a video on difference between small cap , large cap , mid cap , flexi cap
For very Long term invest in these 2 funds:
ICICI Prudential NASDAQ 100 Index Fund
Parag Parikh ELSS Tax Saver Fund
For next 5 yrs invest in these:
Invesco India Infrastructure Fund
quant Mid Cap Fund
quant Small Cap Fund
how's hdfc small fund.
should i invest?
Its good but there are several other better funds in small cap than this.
Quant + Tata small cap will be great choice.
Sir please really need to review this please reply its very useful for me
Tata small cap 2k
Nippon small 2k
Hdfc mid cap 4k
Paragh parikh 2k
Jm financial 1k
?????????
Hi apologies for delayed reply, wasn't well.
No changes Required in Above portfolio,
And keep increasing SIP whenever possible and add small lumpsum amount on every big dips.
Website kaun sa use karte ho analysis ke liya
MutualFundFocus.com
Thank you for Informationđ
Glad you find it helpful.
Beautiful analysis. I suggest investors to seek advice from mr.Shashikant for investment advice
Thanks for sharing your thoughts. And I am glad you think so. Regards
Which is bestvfor 1 year?
Smallcaps are for long term 5-10 yrs.
For just one year at this market valuation not recommended from my side.
But the Nippon has better diversity and risk adjusted returns.
Just one New crises will impact the entire returns.
Sir I have just started my SIP with
SBI contra fund-5000
Nippon small cap fund- 5000
Please review it.
It covers most in all market cap and major sectors. Great choice to start with.
@@InvestWithSKSingh Thank you so much sir đž
Sir mai new sip start krna chhata hu kon c sip lu
Tata small cap for long term.
Sir Nippon india large cap and Hdfc defense fund kaisa hai?
Go for.
Nippon India Flexi Cap Fund + Hdfc defense fund
@@InvestWithSKSingh thank you sir
@@InvestWithSKSingh sir bandhan nifty total market index fund jo nfo aya hai woh kaisa hai
Sir kindly review my portfolio of sip of 20k
Paragh parikh flexi cap: 5000
Quant flexi cap : 3500
Quant small cap : 3000
Axis small cap : 2000
Motilal oswal mid cap: 1500
Kotak emerging equity : 1500
Sbi contra fund : 1500
Icici nifty 50 index : 2000
ICICI prudential Nifty 50 index fund
Parag parikh flexicap
Is having approx 55% of overlap between them.
So parag parikh flexicap is enough.
Rest of the portfolio is fine.
My own income Tata / Quant Small Cap
My mom money Nippon Small Cap 5k sip both for say 10 years +
Just small cap will not help, in down cycle it will bleed your portfolio like anything.
JM Flexicap fund
+
Tata Small cap fund
+
Quant small cap fund
And Instead of
Nippon Small Cap
+
Quant Business Cycle Fund
@@InvestWithSKSingh thank you for the suggestion sir,, 5k sip per month 1 in small cap+ 1 in mid cap+ 1 in flexi cap,, suggest some mid cap & flexi cap funds please,, I will invest 4 10-12 years
Plz review my portfolio..
1.parag parikh flexi cap 2 k
2.hdfc index s&p bse sensex 2 k
3.kotak emerging equity fund 1.5 k
4.quant mid cap fund 1.5 k
5.axis small cap fund 1 k
6.tata small cap fund 1.5 k
Just one change, instead
Keep any one fund only,
1.parag parikh flexi cap 2 k
or
2.hdfc index s&p bse sensex 2 k
Just one change, instead of both hdfc index s&p bse sensex 2 k or parag parikh flexi cap 2 k , switch to One, Parag Parikh will be better. For any further clarification, feel free to reach out to us.
Regards.
Amazing Sir,
Sir please review my protfolio
I am in 25
Starting SIP 5K monthly
SBI PSU DIRECT PLAN 1500
NIPPON SMALL CAP 1500
QUANT FLEXI CAP 2000
should I invest in uti Index 50 also
Or these investments are fine Sir?
A very wisely curated portfolio, just keep increasing the SIP amount annually.
Sir, can u please make a portfolio for sip (15k) per month!
In portfolio analysis, you should also include Equity distribution between Large, Mid and small cap stocks in both the funds
Thanks for your valuable suggestion, point noted and will implement soon in upcoming videos.
Keep sharing your views with us. This will help me a lot.
Thanks again.
Regards.
Best Analysis Sir...
Thanks a lot, for sharing your thoughts and spending your valuable time with our channel.
Your support means the world to us.
Regards
à€Šà„à€šà„ à€ à€à„à€à„ à€čà„à€à„€đ
Sir please review my pirtfolio..
1. JM flexi 1500
2. Quant ELSS 1500
3. Tata small 1250
4. Nippon small 1250
5. Nippon growth opp 1500
6. Motilal oswal mid 1500
7. Icici large and mid 1500
8. Motilal nasdaq 1000
9. Aditya psu fund lumpsump 65k
10. Icici manufacturing lumpsump 60k
Please suggest any changes if required.
Solid portfolio đź
Add no more funds
You can avoid - . Icici large and mid 1500
Rest is perfectly fine.
Just Keep increasing your SIP amount annually by at least 5-10%, and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
Sir please please review my port folio
1. SBI long term equity fund 2000
2. Parag Parikh flexy cap fund 2000
3. Tata small cap fund2000
4. Nippon multi cap fund2000
5. Quant large and mid cap fund 1000
6. HDFC mid cap fund 1000
7. ICICI prudential blue chip fund 1000
Sir ji please please bataiye kounsa fund ko bondh karna chahiye.
Sir please review my portfolio
1. Sbi energy opportunities fund direct plan
2. Sbi automotive opportunities fund direct plan
3. Tata small cap fund direct growth
4. Nippon india small cap fund direct growth
Sir please suggest me to make my portfolio more strong
Instead of
Sbi automotive opportunities fund direct plan
Consider invest in
Quant large and mid-cap fund
SBI Long Term Equity Fund Regular Growth
SBI small cap fund
Nippon India Small cap fund
JM small cap fund
HDFC manufacturing fund
Ye port folio he ab issme kya change karna chahiye or konsa new fund me SIP karu sir plz batao Sir...
Today i started my sip on nippon small cap fund, which combination is better with this for 5 year or more.
With Quant small cap if on aggressive side else Tata small cap.
Please review my portfolio
( Moderate risk appetite and for 10-15 yr time period)
Nippon India Small Cap 1500
Quant Small Cap 1000
Motilal Oswal Mid Cap 2000
HDFC mid cap 2000
Parag Parikh flexi cap 2000
Icici pru nifty next 50 index fund 2500
SBI Contra fund 2000
Sir, kindly review my portfolio planning to start
Parag parik flexicap-3000
Nippon small cap-3000
Icici prudential next 50 index fund-2000
Uti nifty 50 index- 2000
And please advise any changes required as it's not started yet .
Add one mid cap fund,
Quant Mid-cap it will improve portfolio performance in long term.
Sir pls review my portfolio
Uti nifty 50 index fund -3000
Parag parikh flexi cap 1500
Nippon multi cap- 1500
Sbi large mid cap -2000
Quant mid cap -2000
Bandhan small cap -1000
Hi, Thank for writing to us. In my opinion "Uti nifty 50 index fund -3000" is add no value to this portfolio there are two thing you can do,
1st - Stop the SIP in Uti nifty 50 index fund and distribute the amount in existing fund.
2Nd - Add Quant Quanta-mental Fund which will add a different investing approach fund in your portfolio.
For any further clarification, feel free to reach out to us.
Regards.
Sir, tata small cap is good mutual fund shud i invest 10000 per month?? For 25years
Good to go for long run. Great risk adjusted returns.
And combining it with Quant small cap will do even better.
Please review my portfolio
Parak parikh flexicap - 1500
Motilal oswal midcap -1000
Quant small cap -1000
Nippon small cap -1000
Portfolio is perfectly no changes req. Keep increasing your SIP amount annually by at least 5-10%, and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
Please review my portfolio
Quant small cap- 2500
Nippon small cap- 2500
TATA small cap- 2000
Canara robec small cap- 2000
HSBC small cap- 2000
Quant EESL tax saver fund- 2500
Quant Flexi cap - 2000
Quant mid cap- 2500
Motilal Oswal mid cap- 2000
I have invest is 10 year so my portfolio is ok or any changes
Plz review my portfolio of sip 30000
Nippon small cap 5000
SBI small cap 3000
Motilal Oswal midcap 5000
PP Flexicap 5000
ICICI Technology 3000
Quant infrastructure 4000
ABS PSU fund 2000
HDFC Defence Fund 3000
Its a great portfolio. Keep increasing your SIP amount annually by at least 5-10%, and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
Sir kindly review my portfolio
PPFCF---2500
MO Midcap fund--4000
Quant Smallcap---3000
Sbi contra--3000
Sbi children benefit fund--2000
Tata smallcap --2500
Perfectly curated portfolio. Don't add more funds now.
@@InvestWithSKSingh thank you Sir..I have researched a lot before starting investment
Sir please review my portfolio :
Nippon India large cap 1K quant midcap 2k
Motilal Oswal mid cap1k
Nippon India small cap 1.5k
Tata small cap 1k
Quant infrastructure 1k
Icici Prudential Bharat 22 FOF 1K
Sbi Dividend Yield lump sum 25000
Just one change , Stop/Redeem Nippon India small cap 1.5k and switch to Quant small cap for better returns. Rest is perfectly fine. For any further clarification, feel free to reach out to us.
Regards.
@@InvestWithSKSingh thanks for your valuable information sir
Sir please review
Sbi retirement benefits aggressive plan - 1000
Hdfc multi cap - 500
Motilal Oswal mid cap -500
Bank of India small cap -1000
All are direct plan
One fund for every financial goal is a good approach. Just one change can improve your returns, e.g., Hdfc multi-cap change to Quant Active Fund. Rest you can keep increasing SIP annually.
For any further clarification, feel free to reach out to us.
Regards
@@InvestWithSKSingh thnks sirđđ
Hi sir.. please Review my portfolio
Parag parikh flexi cap - 2.5k
Quant mid cap - 2.5k
Quant small cap - 2.5k
Tata small cap - 2.5k
Great portfolio. No changes required
Hello sir ... Please review my portfolio:-
Motilal Oswal Midcap - 2000
Parag Parikh Flexi Cap - 2000
UTI Nifty 50- 2000
Tata Small Cap - 2000
Sir mera portfolio review kar dijiye
1-tata small cap 500
2-nippon india small cap 500
3-nippon india power and infrastructure 500
4-hdfc defence 500
5-motilal oswal midcap 500
Instead of HDFC Defence, add Quant Large Cap
Sir mera naam Saurabh h
Meri age 28 years h
Main 5 mahine se
Nippon India small cap fund 2000
Tata small cap fund 2000
Kotak emerging equity fund 2000
Parag Parikh flexi cap fund 2000
Quant Flexi Cap Fund 2000
Motilal Oswal mid cap fund 2000
Ki sip kr rha hu ....25- 30 years k liye invested rh sakta hu 2055 me retirement h 15cr is portfolio
Se chahta hu, kaisa rhega kya isme kisi badlaw ki zarurat h ya continue rakhu.......kitna fund create hoga please review my portfolio...50k lumsum bhi krna chahta hu ...
Portfolio main koi badlav ki jaroorat nahi hai, just keep increasing your SIP amount annually by at least 5-10% and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
Aaj k date m kisme start kre ?
Nippon India small cap
Pl mera portfolio review kijiye
1. UTI Nifty 50 index - 5k
2. Quant active -6k
3. Parag Parikh Flexi -6k
4. Motilal Oswal midcap -4k
5. Tata small cap -2k
6. Motilal Oswal large n mid-3k
7. Axis small cap fund -1k
8. HDFC Defence -1k
9. SBI Contra -1k
10yrs time horizon, 1 cr target
UTI Nifty 50 index fund
SBI contra
Is not required instead redistribute this amount in existing funds for better returns.
Please review Canara Robeco small cap fund
Nikhil Ji, Working on this. Soon, it will be available.
Hello sir, review my portfolio.
Axis Bluechip Fund
Icici Blue Chip Fund
Axis midcap fund
Quant small-cap fund
SBI small-cap fund
Nippon small-cap fund
SBI contra fund
Uti Nifty Next 50 Index Fund
Should I add more midcap or small cap funds? Please give your suggestions.
For long term investment.
Make these changes urgently,
Uti Nifty Next 50 Index Fund
Axis Bluechip Fund
Icici Blue Chip Fund
Just add one fund
Quant Large and mid cap fund.
And Instead of
SBI small-cap fund
Add
JM flexicap fund
For any further clarification, feel free to reach out to us.
Regards.
HDFC mid-cap opportunities are good for the long term.Should I invest in an index fund or opt out?
Opt-out.
In dono me konsa best hai konsa lena chahiye
Tata small cap is better. But if you combine Tata with Quant small cap that will be a good combination.
Please review
Quant flexi cap 4k
Parag parek tax saver 3k
Canara Robeco small cap 3k
And planing to add Edelweiss mid cap fund and icici prudential nasdaq 100 index fund ..
Perfect choice Nikhil Ji, And in small cap Canara Robeco small cap along with Quant small cap will make a better combination. after that add no more fund.
Keep increasing your SIP investment, and whenever there is a good correction in the market of more than 10%, invest the remaining amount in lumpsum.
For any further clarification, feel free to reach out to us.
Regards.
@@InvestWithSKSingh planning to add a mid cap rather than quant small cap sir.. whats your opinion on this.. please suggest
Go for it.
Hi sir plz review my portfolio,
1. Parag parik flexi cap 10k
2. UTI nifty next 50 index fund 2k
3. Motilal oswal mid cap fund 4K
4. Quant small cap fund 3k
5. Tata small cap fund 3k
Plz review it, will invest this week in those funds
In Parag parik flexi cap 10k Reduce the SIP amount to 5000
Instead of UTI nifty next 50 index fund 2k
You start an SIP in Quant Large and Mid Cap Fund for 7000
Rest is fine.
@@InvestWithSKSingh after 3 years i need an amount of 4-5 lacks, at that time how i should withdraw money from above mutual funds??
@@InvestWithSKSingh thanks for suggesting
Nice
I'm having 2 Sip.
Axis Small Cap
Tata Small Cap
Both for the long term investment.
Kindly review.
Instead of two small caps add one flexicap i.e. Quant flexicap fund and one Small Tata small cap.
It will provide you with better all seasons returns.
Namaskar sir. Mera sip 2013 se chal raha h aur portfolio all time high hai.
Maine recently ek personal loan liya hai. Mai mutual fund reddem karke loan repayment kar sakta hu kya ?
Do it on a priority basis. And you yourself will realise the peace of mind after paying debts.
And start fresh again after election results by 4th June.
Sir investment in quant small cap
Its a great fund. and combining it with Bandhan small cap fund will give you great results.
The delay in reply was regretted (Sister's marriage).
Warm Regards.
Sir please review my portfolio
Sbi direct plan growth -- 1k
Quant small cap --- 1k
For long term 10 years
SBI fund name is not mentioned. Kindly provide the same.
Sir, please review my portfolio
Time Horizon 15 Years
UTI Nifty 50 - 2000
Motilal Oswal midcap - 2000
Parag Parikh Flexi Cap - 2000
Tata Small Cap - 1000
Just one chage
Instead of
UTI Nifty 50 - 2000
Add
HDFC Nifty 100 Index Fund
Or
UTI Nifty 50 - 1000
ICICI nifty next 50 - 1000
Rest is fine.
Sir please review my portfolio
Quant flexi cap- 2k
Nippon Growth -2k
Sbi Contra- 2k
Motilal mid cap- 2k
Tata small cap- 2k
Investment horizon 20 years with stepup
Sir, I have PPF account too with 10k per month So not investing in large and index funds
Plz plz review my portfolio
You are doing great now without adding any new fund Keep increasing your SIP amount annually by at least 5-10%, and whenever the market makes a good correction of more than 10%, invest in a lump sum.
For any further clarification, feel free to reach out to us.
Regards.
Thanku Sir for your kind attention.
One more thing regarding Quant controversy, Can I replace quant flexi with Kotak infra and economic reform fund for above mentioned portfolio.
Sir please review my portfolio
Nippon India small cap
Tata small cap fund
Hdfc mid cap fun
Motilal Oswal Midcap Fund
Prag Parikh flexi cap fund
I have done 1st sip in those fund 1k each for long term
Please guide me regarding any fund change thank you
I want to add one more fund could u please suggest
Instead of HDFC mid cap add Quant large and mid cap or Quant Active fund.
Sir tata small vs canara small me video bana do
Sure, soon i will. Thanks for writing to us.
Sir me abhi start karne ja raha hu sip my payment is 12000..me kisme invest karu
Consider this portfolio
ICICI Prudential NASDAQ 100 Index Fund
JM flexicap Fund
Parag Parikh ELSS Tax Saver Fund
quant Mid Cap Fund
quant Small Cap Fund
sir tata digital fund me invested à€čà„à€
fund down à€čà„ à€°à€čà€Ÿ à€čà„ à€à„à€Żà€Ÿ à€à€°à„à€
The technology sector will take time to revive again just don't Stop your SIP and whenever there's a big correction add lumpsum. And hold with patience for the next 3-5 years for better returns.
The sector cycle will change.
My portfolio:-
Nippon india small cap- 5k
Motilal oswal midcap- 3k
Is it good or not
Hi apologies for delayed reply, wasn't well.
Changes Required in Above portfolio,
JM flexicap fund - 2500
Nippon india small cap- 2500
Motilal oswal midcap- 3000
And keep increasing SIP whenever possible and add small lumpsum amount on every big dips.
Hi sir please review my portfolio please
Tata Small Cap Fund Direct Growth- sip 6k
SBI Contra Direct Plan Growth - sip 10k
Kotak Emerging Equity Fund Direct Growth sip 15k
SBi Magnum mid cap Direct fund sip 1.5k
And in lumsum
Motilal Oswal mid cap -70k
Hdfc mid cap opportunity fund - 50k
Please let me know if any suggestion
Too allocation in midcap can be a risk too. better diversify in other categories.
â@@InvestWithSKSingh
Thank you sir for feedback it's early helpfull
Small cap
1.Tata small cap
Contra
2.SBI contra
Mid cap
Kotak emerging equity - sip
Motilal oswal mid cap ( lumsum 70k in August)
Hdfc mid opportunity fund( lumsum 70k in August)
As per suggestion should I stop ( or reedm) the sbi magnum mid cap? Which flexi fund and nifty 50 fund should I add? To diversify in other categories
@@InvestWithSKSingh Thank you sir for feedback it's early helpfull
Small cap
1.Tata small cap
Contra
2.SBI contra
Mid cap
Kotak emerging equity - sip
Motilal oswal mid cap ( lumsum 70k in August)
Hdfc mid opportunity fund( lumsum 70k in August)
As per suggestion should I stop ( or reedm) the sbi magnum mid cap? Which flexi fund and nifty 50 fund should I add? To diversify in other categories
Nippon small cap is performing negative these days why so ?
Hi apologies for delayed reply, wasn't well.
@@InvestWithSKSingh any other small cap we should go for
Overall correction in market, but after the rate cut next month it might be positive again.
Sir mera sip review kar dijiye please sir..20 years k liye
1.sbi small cap fund direct groth-4k
2.tata small cap fund direct groth-4k
3.aditya birla psu equity fund direct groth -4k
4.hdfc medcap opportunities direct plan groth-4k
5.icici nifty 50 index fubd -4k
6.nippon india small cap fubd 4k
Just one change , instead of
6.nippon india small cap fubd 4k
ADD
Quant Business Cycle Fund
for better returns.
Rest is fine.
Please make video in english. People from south won't understand hindi
Hi apologies for delayed reply, wasn't well.
@srirammurali1699 first of all thanks for writing to us. Please visit our website : mutualfundfocus.com/ for our analysis in English for now.
Icici nifty 50 - 1500
Quant flexi - 1000
Tata small cap - 1000
For 40 years
Kaisa rah3ga
Aur hdfc defence 500 for next 4-5 years
Portfolio is fine but keep increasing your SIP amount annually and also add lumpsum on every market correction.
@@InvestWithSKSingh tysm sirđ