Mut
Mutual Fund Investment Strategy
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Recent Predictions
Incorrect: 1
Pending: 10
Unrated: 0
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To step up SIPs, it is recommended to start new, smaller SIPs for the incremental amounts rather than trying to modify an existing SIP, to avoid potential issues like exit loads or capital gains tax.
"Start a new SIP of ₹500. So that SIP of ₹5000 is still going on. Along with that, another one of ₹50..."
Jun 7, 2025
Correct
A blended portfolio of equity yielding 15-17% and debt yielding 7-9% is considered a high-performing investment strategy.
"If your blended portfolio of equity is earning 15 to 16 17% and blended portfolio of debt is earning..."
Jun 7, 2025
Pending
For a high-risk investment strategy with a ₹1 lakh monthly income, allocate ₹5,000 to Nifty 50 or Nifty Next 50, ₹10,000 to Mid Cap and Flexi Cap funds, and ₹5,000 to Small Cap funds, with an expected long-term return of 16-18%.
"₹5,000 we will still invest in Nifty 50 or Nifty Next 50. Depending on what your risk appetite is be..."
Jun 7, 2025
Pending
It is recommended to increase mutual fund SIP investments by a minimum of 5% annually, ideally 10%.
"Every year try to increase your mutual fund SIP by one step. Minimum 5% ideally 10%"
Jun 7, 2025
Pending
For a medium-risk portfolio with an income of ₹1 lakh per month, allocate ₹6,000 to debt funds (split between corporate bonds and gold ETFs), and the remaining ₹14,000 for equity investments, including thematic mutual funds.
"30% Debt 70% Equity for Medium Risk. So we are investing ₹6,000 in debt funds. I won't put much thou..."
Jun 7, 2025
Pending
For an income of ₹1 lakh per month, investing ₹3000 in Flexi Cap funds (like Parag Parikh) and ₹4000 in Small Cap funds (like Nippon India Small Cap) is recommended.
"Out of the remaining ₹7000, invest ₹3000 in a flexi cap mutual fund which we have already discussed...."
Jun 7, 2025
Pending
For a high-risk portfolio with an income of ₹1 lakh per month, it's recommended to invest ₹2000 in Nifty 50 or Nifty Next 50, ₹3000 in Flexi Cap, ₹2000 in Small Cap, and ₹2000 in international market funds.
"₹2000 NFT 50 or Nifi Next 50 if you are a little more comfortable. Now we will invest ₹3000 in flexi..."
Jun 7, 2025
Pending
For an income level of ₹1 lakh per month, a recommended equity mutual fund allocation is ₹1500 in Nifty 50, ₹1000 in Flexi Cap, and ₹1000 in Small Cap funds.
"₹000 we have to invest and we have to invest in the right manner. So this mix will be ideal for some..."
Jun 7, 2025
Pending
Thematic mutual funds, which are sector-specific (e.g., pharma, consumer, auto, finance), can be a component of an investment strategy with a ₹1 lakh monthly income.
"₹4,000 in Nifty 50. Will play a little stable. Then invest around ₹3,000 in thematic mutual funds. T..."
Jun 7, 2025
Pending
Expected long-term returns for different market segments are: Nifty 50 (12-13%), Mid Cap/Flexi Cap (15-16%), and Small Cap (18-20%).
"The performance of the stock market in the last one or two years. That is not reflective of how long..."
Jun 7, 2025
Incorrect
A proposed investment strategy for ₹100 over 10 years: 20% in Nifty 50, 40% in mid-cap or flexi-cap, and 40% in small-cap funds.
"I will invest ₹20 in Nifty 50. I will invest ₹40 in mid cap or flexi cap and the remaining ₹40 in sm..."
May 17, 2025
Pending
A recommended mutual fund allocation for ₹100 over at least 10 years: 20% in Nifty 50, 40% in mid-cap or flexi-cap, and 40% in small-cap.
"I will invest ₹20 in Nifty 50. I will invest ₹40 in mid cap or flexi cap and the remaining ₹40 in sm..."
May 17, 2025
Pending