mutual fund scheme with largest share of investment

[Slayer]

I don't know if I can make MF suggestions as I majorly do direct stock investments(70%). I have a small portion in Kotak Emerging fund, HDFC small cap and Nippon India small cap. Rest of my MF portfolio is in HDFC Index Nifty 50.

Use grow or zeroda?

 

[R!ppEr]

Use grow or zeroda?

a frnd who worked as an FX broker for sometime had suggested me that never to use discount brokers for long term investments and to go for full service brokers. For short term investing or trading the discount brokers were preferred by him

 

[CARDBITRAGE]

Use grow or zeroda?

Currently using Zerodha.

 

[Slayer]

a frnd who worked as an FX broker for sometime had suggested me that never to use discount brokers for long term investments and to go for full service brokers. For short term investing or trading the discount brokers were preferred by him

Yes ofc, rn don't see myself staying here after 2-3 years so not investing for retirement

 

[CARDBITRAGE]

a frnd who worked as an FX broker for sometime had suggested me that never to use discount brokers for long term investments and to go for full service brokers. For short term investing or trading the discount brokers were preferred by him

Discount brokers only work if you have the aptitude to make your own investment decisions. Otherwise, people should stick with full service brokers.

 

[Slayer]

Discount brokers only work if you have the aptitude to make your own investment decisions. Otherwise, people should stick with full service brokers.

What do full service brokers do? Give you 10 more charts?

 

[CARDBITRAGE]

Yes ofc, rn don't see myself staying here after 2-3 years so not investing for retirement

Still. Even if you are going abroad, it won't hurt to have some exposure to Indian equities. India's growth trajectory is going to remain good for a good decade.

 

[CARDBITRAGE]

What do full service brokers do? Give you 10 more charts?

Haha. Well, research and advisory services. Mainly portfolio management services.

 

[Slayer]

Still. Even if you are going abroad, it won't hurt to have some exposure to Indian equities. India's growth trajectory is going to remain good for a good decade.

No sir, what i meant that right now i'm not investing too much capital into wealth creation/generation/investments, spending mostly on wants (I'm 23 what can i do except follow a bit of passion and spend on wants)

Post MBA I would probably starting making enough to have a sizeable portion of my monthly income for diligent and disciplined investing

 

[COSMOCRAT]

Which direct mf you suggest for lump sum long term investment flexi, small or mid cap? @CARDBITRAGE @bugmenot @Catalyst

For long-term and lumpsum, better go with large-cap index or actively managed flexi. Note that ELSS, focused and multicaps in a way can also be considered a flexicap.

Smallcaps tend to rise and fall in cycles(but time length may vary for each) and you cannot predict whether your entry time of lumpsum is ideal or not. So they are better for SIP so long as you rebalance yearly. If you want to take the risk of timing the market, do it with stocks, not worth it for MFs.

 

[bugmenot]

Which direct mf you suggest for lump sum long term investment flexi, small or mid cap? @CARDBITRAGE @bugmenot @Catalyst

Go for flexi cap. As per market cycle, it can have combination of large/mid/small cap. Don't go for multicap because it has to maintain minimum proportion in each kind of market cap.

Also, if you are not comfortable doing asset allocation on your own, then go for multi asset funds.

Also, single lump sum is not preferred. Split your big amount in small chunks and invest when there is dip in market.

 

[j_s]

My 2 cents. Talk to a professional.

I am pretty certain most of you do that in respect of everything else. I don't understand why investing warrants a different treatment.

 

[CHOCOPANDA]

20% - Parag Parikh ELSS - Flexi-cap with buy + hold strategy
20% - Quant Active - Flexi-cap with an opportunist strategy
20% - ICICI Nasdaq FoF - International exposure
20% - HDFC Sensex - Backbone
12% - MO Midcap
8% - CR Smallcap
Debt - ABSL Money market

Current XIRR gains of 21%

sir how to know about these i m zero in this area. please give some knowledge on this topic. how to start investing @TechnoFino

 

[AritraSaha]

You do you!
I Will not be a nay-sayer. But I'll challenge you to bring me a good strategy and change my mind.

Also,

Buffet started doing business at the age of 11.

When most of us playing Subway surfers.

 

[AritraSaha]

sir how to know about these i m zero in this area. please give some knowledge on this topic. how to start investing @TechnoFino

Go to YouTube,
Free unlimited knowledge.

And also can use zerodha varsity.

 

[CHOCOPANDA]

Go to YouTube,
Free unlimited knowledge.

And also can use zerodha varsity.

Tell some name of channel just like techofino

 

[R!ppEr]

Tell some name of channel just like techofino

zerodha varsity is a good way to start learning about stocks

 

[funatlearn]

Parag Parikh equity : 20%
Uti Nifty 50 - 50%
Navi Nifty next 50 - 30%

 

[funatlearn]

zerodha varsity is a good way to start learning about stocks

Learn to trade series by Vivek Bajaj on YouTube

Valuepikr forum for value investing

 

[yolofino]

Tell some name of channel just like techofino

For stock markets in general: https://www.youtube.com/@Maheshchanderkaushik