@Yogesh Deshmukh

Yogesh Deshmukh

@yogesh14

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03-Dec-2018
I have an SIP of 5k monthly into HDFC midcap opportunity fund from last 1.5yrs. till date this fund has not shown me positive growth. shall I continue or switch to other one Read More...
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This is a mid cap fund, ideal duration is 7+ years, the past record of fund is good, stay invested Read More...
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02-Dec-2018
Hello when is the monthly SIP gets reflected on wealthtrust. I don't see my Nov month SIP reflecting in portfolio. Read More...
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02-Dec-2018
You need to refresh your portfolio Read More...
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30-Nov-2018
Hello how much regular & direct plans differ in returns? Read More...
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30-Nov-2018
there will be minimum 1% difference. so choose good direct funds only. Read More...
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20-Nov-2018
Hello can anyone throw a light on XIRR calculation. what exactly is that? Read More...
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20-Nov-2018
You can think of XIRR as nothing but an aggregation of multiple CAGRs. If you make multiple investments in a fund, you can use the XIRR (Extended Internal Rate of Return) formula to calculate your overall CAGR for all those investments taken together. Let's understand it with the help of an example. Let's say you make investments of Rs 1,000 per month in a fund for a period of 12 months, which grow to Rs 50,000 in 5 years. What's your overall return on these 12 investment installments? To get the answer, you need to calculate the CAGR for 60 months on first installment, for 59 months on the second installment, for 58 months on the third one and so on and so forth. What XIRR does is that it aggregates all these CAGRs to give you the overall CAGR for all cash flows taken together. In this example, that comes out to be 10%. Read More...
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08-Oct-2018
hello is my asset allocation right or I need to switch anything. I am looking for long term growth. Read More...
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Asset allocation looks good for long term. However, if you have any short term requirements, then some debt exposure might be needed. Read More...
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03-Oct-2018
$Canara Robeco Emerging Equities Regular Growth Growth I am investing in this MF since last 5 months. 5k per month. is it worth to continue this fund or I need to switch it to some other equivalent one Read More...
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03-Oct-2018
Do not stop.. please continue Read More...
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03-Oct-2018
$HDFC Mid-Cap Opportunities Fund - Growth I have been investing 5000 per month in the said MF but this MF is under performing. my returns are negative. shall I withdraw or continue investing in it. Read More...
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03-Oct-2018
Sir please continue.. do not stop.. Midcap indices is down almost 20 %... keep accumulating more units at this point.. one should invest in midcap with Time horizon for at least 8 years. Read More...
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03-Oct-2018
what is the frequency of wealth trust to automatically pull data linked with email id. my status is showing as statement requested since last 1 week. I have started using wealth trust for the first time. Read More...
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Please note that we have triggered a request for your portfolio statement manually from CAMS/Karvy. Further, you will be receiving an email from CAMS/Karvy with the subject - Consolidated Account Statement -CAMS/Karvy Mailback Request. Kindly forward that statement attached to the email to update/create your portfolio in the app. Kindly recheck the email id linked to your MF investments, might be you have given a different email id.  For any further queries, please write to us at 'service@wealthtrust.in'. Read More...
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01-Oct-2018
I want to buy a term plan for life insurance. which is the best one? Read More...
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01-Oct-2018
ur salary of one month multiply min 50 and max 100 Read More...
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