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



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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.

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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
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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

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

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33 comments
@diwakarr4405

Bro your videos on Funds are great.. but I'm not sure if you have touched on the tax portion of the returns. How can we address the tax implications. Is there any strategy to save on the tax bcoz I heard somewhere someone saying to withdraw the profit once in 365 days and hold it for 7 days and re invest it.. is it true?

@harishhp403

Hi Booshan bro, which platform you have used to showcase your funds in this video?

@karthickumar5166

Yov yariyea nee. I am investing in mutual fund for couple of years. Ithu varaikum ungala mathri yarum evlvo information and explanation kudukavea illa. That too for free.

@mugunthmugunthan7915

Bro entha sip la invest panlam konja sollunga

@asifbuhari9681

My portfolio
Quant small cap – 8k
Nippon India large cap – 4K
Motilal Oswal Midcap – 4K
Parag Parikh Flexicap – 5k
UTI Nifty 50 index fund – 5k

25k,
1/3 – small cap
1/3 – mid and large cap
1/3 – flexi and index

Is this fine brother ?
I want to add another 5k on debt fund
Please suggest a good one

@nanyaar9949

Bro entha month 1000 next nammakitta oru 2000 eruntha investment pannalama

@Mani14MaMani143M

Boosan portfolio epdi review pandrathunu soli kudungaaa plssss… Epdi profit amount loss amount check panrathu.. Useful for Begginners