Advertisement

My Mutual Fund Portfolio | SIP Investments for Long term | Mutual Fund Returns & Charges



Learn Basic Of Stock Market Investments at

‎Follow the Finance Boosan channel on WhatsApp:

In this video, I perform a comprehensive analysis of my personal mutual fund portfolio. Whether you’re a seasoned investor or just starting out, you’ll find valuable insights and tips to enhance your investment strategy.

📊 What You’ll Learn:

– Portfolio Overview: I’ll start by giving you an overview of my mutual fund portfolio, including the types of funds I’ve invested in.
– Performance Analysis: Detailed review of how my funds have performed over time, discussing both successes and learning experiences.
– Risk Management: Insights into how I balance risk and reward in my portfolio, and tips for maintaining a diversified investment.
– Selection Criteria: Unveiling my criteria for selecting mutual funds, including key metrics and research methods.
– Future Strategy: My plans for the future of my portfolio, considering market trends and personal financial goals.

🔍 In-Depth Insights:

– Expense Ratios & Fees: Understanding the impact of fees on overall returns.
– Market Trends: How current market trends are influencing my investment decisions.
– Tax Implications: A look at the tax considerations of mutual fund investing.

📝 Key Takeaways for Viewers:

– Practical tips for building and managing your own mutual fund portfolio.
Mistakes to avoid in mutual fund investing.
Resources for continuous learning and staying informed about market changes.

👍 Like and Subscribe for more financial insights and investment strategies. Your support helps me create more content like this!

🔔 Stay Updated: Hit the bell icon to get notifications for my latest videos.

Disclaimer: This video is for educational purposes only and is not financial advice. Always consult with a financial advisor before making investment decisions.

My Mutual Fund Portfolio (Prev year) :
Investing in US stocks :

Basic Of Stock Market Investments | Course will be live on – February 2024
Here is the link for registrations to all my Viewers:

– Entire content in Tamil
– Flat 40% off for 1st 150 enrolment
– Community group to connect personally with me

Hurry up! Offer is for only first 150 people
– Early bird offer for selected ones
– Enroll now and AVAIL AT INR 699/-
– Course will be live soon (Feburary 2024)

—-
Join Learner’s Community :
—-
Stock Market Courses :
—-
Whatsapp Channel :
Instagram :
Other useful links :

0:00 Intro
0:46 Mutual Funds for beginners
2:09 Index funds
2:32 Returns calculation
3:17 How to get Better returns from Index?
4:38 Tax saver
5:17 Flexi cap
6:03 Large cap
6:28 Debt funds
7:03 Foreign Funds
8:37 The Contrarian Bet
9:30 Problem of expense ratio
10:07 Common Mistake to Avoid
10:55 Sectoral funds
11:48 ITBees
13:00 Safe funds
13:18 Small cap
14:23 Do you need these many funds?
14:52 If I start fresh, 1 fund approach is better
15:11 How to make high returns?
16:02 Mutual fund charges

_______________________________________________
New Account opening links for leading brokers in India :
Paytm Money :
Groww :
m.Stock :
Zerodha :

^ leading brokers in India if you’re interested in opening a new broker account.
(above are my affiliate & referral links)
_______________________________________________
#financeBoosan #usefulinformationBoosan
Stock Market, Mutual Funds, Investments, Personal Finance, Make Money Online

My Mutual Fund Portfolio
Boosan Mutual Funds
Mutual Funds Boosan
Best Mutual Funds to Invest for Long term tamil
Best SIP for long term
How to invest in SIP for beginners tamil

Building a Mutual Fund Portfolio | SIP Investments for Long term | Mutual Fund Returns & Charges

source

33 comments
@RajPrabuS

Hello bro,

Thank you so much for many useful information.

yenaku oru doubt. SIP la periodically thaan amount deduct aagum aana unga portfolio la yepdi 4 days, 5 days, 7 days gap la ellam invest pannirukeenga? Adhu konjam explain pannunga bro

@vigneshponnusamy9335

Breakkng bad, got nu patha time la idhu pathuruklam.

@sudhakarn4751

Index fund SIP start panna continue pananuma regular a? Or1,2 month katama vidalama,again continue panlama

@muralikrishnan6061

why you are investing via fof? why not you choose indmoney?

@jaikrish50

One month la ethana vaati vaenalum sip panalama , pls solunga. Apa for example may month la 3 times sip or big amount pay panitan naa incase na june month la endha sip hum amount pay panala naa yan account ena aagum lock aaiduma pls solunga.

@dharikarsath8852

Nifty LargeMidCap250 index vs Nifty LargeMidCap250 ELSS index, what is the difference between these two apart from lockin period? I see zerodha has same expense ratio for both, but how can a elss fund and index fund have same expense ratio, is it risky to invest at zerodha's elss considering future changes in expense ratio they might bring, like now expense ratio is around 0.25 for both, what if in future elss expense ratio moved significantly to 0.6 or 0.8 while index at 0.3 to 0.5.

is it safe to separate out elss and index