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Assisting Investors in Wealth Creation 💵💰🎯
10-Oct-2018
Classification of Funds under different categories for those who seek to build an Aggressive portfolio for future. You can refer the below funds for creating Crorepati portfolio in future. Investment horizon strictly more than 15 years through SIP and Lumpsum Periodically. #diversifiedportfolio #Investmentplan #Startinvesting #Thinklongterm #Createwealth #stayinvestedforlongterm #InvestSmart #InvestRight #Investregularly Read More...
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26-Oct-2018
@jaydeepjani Axis LTE has been added because if some one wants ELSS funds for tax savings can be added...And in Long run ELSS gives great Returns sometimes better than Large cap and Multicap funds too...Some ELSS funds have given returns more than 20% since Inception...So it can be part of 1 aggressive portfolio too. Read More...
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"Our favorite holding period is forever."
04-Nov-2018
The most important part of investment is proper asset allocation. Investor should know his/her risk appetite and according to that he/she should invest in equity/debt. #HappyInvesting #intelligentinvestor #investor #MutualFund #assetallocation #SIP  #goalbasedinvesting #diversifiedportfolio #Diversification Read More...
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05-Nov-2018
These look good on paper. And we also educate people like this only. But practically is way off. EACH individual (not even family) has their own requirement. And its not easy categorising them. But thanks for the very good share. http://bit.ly/BlogTUI Read More...
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"Our favorite holding period is forever."
06-Nov-2018
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Follow me on WealthTrust !!!
16-Nov-2018
Return Comparison of diversified portfolio with 5 years horizon. It clearly shows that small and midcap funds will give you the good return with long term investment. #diversifiedportfolio $$SBI Small Cap Fund-Direct-Growth $L&T Midcap Fund Direct Plan - Growth $Invesco India Contra Fund - Direct Plan Growth $Parag Parikh Long Term Equity Fund-Direct-Growth $ICICI Prudential Bluechip Fund - Direct Plan - Growth Read More...
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16-Nov-2018
its on a website..fundoo Read More...
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Assisting Investors in Wealth Creation 💵💰🎯
04-Nov-2018
Its Sunday Evening thought of sharing something important with you guys. You can find comparison chart between 2 Large cap Funds $ICICI Prudential Bluechip Fund - Direct Plan - Growth and $Aditya Birla Sun Life Frontline Equity Fund -Growth-Direct Plan there is almost 50% of stocks overlapping between two Funds. So its always better to go for 1 Fund from each category. And if you choose 2 funds from same category better to compare it first then take a decision.. Example $SBI Small Cap Fund-Direct-Growth and $L&T Emerging Businesses Fund Direct Growth overlapping is negligible its 2%. So better to invest in 1 Funds from each category to make it Perfectly Diversified one. You can compare it on Thefundoo.com #Fundcomparison #largecap #InvestSmart #InvestRight #Investwisely #diversifiedportfolio #HappyInvesting Read More...
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04-Nov-2018
Bhai ji....super excellent tool.....kindly suggest on below : 1) If after evaluating all funds in my kitty....I have many small small and might get many overall overlapping.....shall I consolidate similar in only one and stop others. 2) What percentage of what category of fund should be there for diversification. out of 100%, how much should be large or mid or small, gold, property. 3) Then in above how much should be saved for retirement, kids marriage, education, travel etc etc. I am 40 and have 4 months old 1 daughter and I actually wish to retire asap as well, however with limited income everything appears impossible for now. Read More...
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