Is it the RIGHT TIME to EXIT your Mutual Funds? Money-Minded Mandeep

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Is it the RIGHT TIME to EXIT your Mutual Funds? Money-Minded Mandeep

Рет қаралды 216,985

Күн бұрын

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Investing in mutual funds is always a great idea to build long-term wealth. However., it is equally important to know when is the right time to exit mutual funds so as to protect your gains.
Learn about 6 reasons to exit from your mutual funds.
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Chapters:
0:00 Intro
1:23 Reason 1
5:35 Reason 2
11:33 Reason 2B
12:39 Reason 3
15:37 Reason 4
17:28 Reason 5
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#LLA #MutualFund #Investment

Пікірлер: 649

@LabourLawAdvisor 3 жыл бұрын

Name the movie you thought of while watching the video🔥

@netaji2934 3 жыл бұрын

Sir if mutual funds disclose which company they invest in on our behalf then why don't we directly see and invest our money in those companies in same percentage, thus saving charges

@RishabhAwasthi007 3 жыл бұрын

@@netaji2934 I f you have all the time in world to do that kind of research, then why not. Do it. People invest in MF to save time

@1Bond007 3 жыл бұрын

Tenet

@sdhara 3 жыл бұрын

Market me ek naya skim aya hai.... mechine le lo, cr pati banjao.....ispe ek khulasa to banta hai....plz Mandeep bhai banta hai

@GoofyChaiLoverGirl 3 жыл бұрын

K.G.F

@gokulbalasu 3 жыл бұрын

How is it possible that 99% content in your channel is quality content ?

@romu44444 3 жыл бұрын

Mandeep, I follow lot of you tuber on Financial literacy believe me no one can explain like you do (whether its XIRR, CAGR or health and term insurance video). Hats off. Keep us your good work and keep educating us..

@RajagopalaRaoS 3 жыл бұрын

The advantages of asset allocation with an example gave a very good insight. Planning is most important and to not be hasty either in profit or in losses. Thank you for all your content.

@shahryar1673 3 жыл бұрын

7:53 also show how much a 100% equity portfolio earns in this bull Run. What I will tell is the closer you are to your goal the less volatile your vehicle of investment should be. Bull markets are great for people who are nearing retirement. To lock in those gains and shift to a debt vehicle when near to retirement. Bear markets are great for early or mid of journey investors. To put in more money in equity. I'm not going to shift my 100% equity allocation till I am atleast 5-6 years near to retirement when I will start shifting to less volatile vehicle to protect my gains.

@TusharadriSarkar 3 жыл бұрын

Tax harvesting is one of the most important but least talked about points. Thank you for putting it into focus with a good example.

@devrindare 3 жыл бұрын

I would like to learn more about Tax harvesting too.

@nomeshg 2 жыл бұрын

Its important but not more than other points. By tax harvesting you save 90k in 10 years where as if we dont learn other points, the gain or loss can be much higher

@vinaypradhan1 3 жыл бұрын

Mandeep yaar. Tum to hume Mutual fund manager bana ke he manoge. Very informative vedio. Great efforts and thanks for the sharing explaining this management in easy words.

@RishabhAwasthi007 3 жыл бұрын

Was waiting for this video eagerly since Mandeep made his last video on MF. Well done.

@ganeshvadcar8098 3 жыл бұрын

SUPERB!! that last point of LTCG is mind-blowing 🔥🔥🔥 This guy is money God

@milindkhare9696 3 жыл бұрын

Wonderful video with research and great practical tips as always. I would like to point two practical problems about asset allocation and portfolio balancing- 1. Asset allocation is not visible when we are old invested and investment is spread across direct mutual funds websites and other assets like stocks, gold bond, ppf,fd and hard gold. There is hard to get single bird's eye view for analysis. Gathering all data in each is very hard and then often given up. Can you recommned best solution for this? 2. You have discussed about debt as alternate to equity asset, however in recent times debt has become more volatile than equity, here please also consider capital preserving investments like ppf, fd, bonds etc. 30% of debt can be wisely spread between debt mf, ppf, sukanya samrudhhi, bonds, fd etc.

@ddsuvarna 3 жыл бұрын

Mandeep my man! You are amazing! Thank you for every video you make, I've learnt a lot fron you!! This one was very helpful!!

@manavkapil12 3 жыл бұрын

Amazing video, it gives out exact info which I was searching for.

@sumankumarpadhy910 2 жыл бұрын

Brother, you really care about your viewers. A heartfelt thanks❤️

@bb91979 3 жыл бұрын

Recently watched ur video. U explained very critical but unknown for lot of mutual fund investors “When & why to exit” in very simple and practical way. Will look forward to next video. Thanks

@rohitmahali 3 жыл бұрын

Beautiful content brother. Loved the information about reducing equity allocation while reaching towards the end goal.

@track0123456789 3 жыл бұрын

A simple wow!! i have not seen such beautiful quality and content, on the youtube platform; till date.. (especially in hindi and english)!! Thamkyou and god bless you!!

@gauravupadhyay8280 3 жыл бұрын

Thank you so much for your efforts to provide us with this knowledge.

@saurabhgupta8505 2 жыл бұрын

Mandeep and team , you are playing a good role for finance literacy in India . keep it up . I am waiting for a video on how to perform rebalancing in MF

@NilASH77 3 жыл бұрын

U r best presenter... Hats off to ur deep study in every vdo

@MayankVerma19 3 жыл бұрын

Thank you so much for this video. Loved it :)

@devrindare 3 жыл бұрын

FInally, I learned about STP and SWP in clear way and able to know its purpose. It's all for rebalancing.

@saulgoodman980 3 жыл бұрын

Please consider how to tackle taxes when rebalancing portfolio, when you make the portfolio rebalancing video. Also consider SIPs

@SaurabhPandey725 3 жыл бұрын

Lalo salamanca wants to know your location

@soumensutradhar3628 2 жыл бұрын

Thanks Mandip for your well detailed videos. I've learnt a lot. Please do a comparison video of nps fund managers and actively managing the funds. Keep doing this great work 👍♥️ Thanks...

@chandninagar 2 жыл бұрын

Amazing content.. I have gained so much financial literacy from your videos.

@damien5539 2 жыл бұрын

I am a teacher by profession but ironically not a good listener....Mentors like you Kamra Sir and Warikoo Sir...you guys have changed that for me...shinning lantern of immense knowledge in the darkness of content saturation....That asset allocation part segment you covered today...has opened up so many knots for me... Please keep up the great work Sir !!!!

@akhiljain1429 3 жыл бұрын

Hi Mandeep Awesome Content! Do we get an email from AMC whenever there is a change in the fund manager? Or we have check frequently by ourselves? If I am rebalancing my portfolio and reducing my equity portfolio, then how will tax harvesting work? Because I have to see see the 1L gain including the rebalancing..Am I correct?

@abhishekmittal5440 3 жыл бұрын

wonderful video...nd coming together with ET Money, welldone 👍 My question is for LIC policy, usko hum kisi asset class mein count kare ya nahi?

@tkakki1 3 жыл бұрын

Wow the logics. Thank you for this video 🙏

@TheLukky1991 3 жыл бұрын

Thanks for sharing knowledge mandeep paaji✌🏼

@hemant431 3 жыл бұрын

Very nice video mandeep👍🏻. One thing u missed in this video 👉🏼 Exit strategy for Seasonal Funds i.e small cap, sectorial, thematic. I hope in next video you will cover this as well.

@anjana1700 2 жыл бұрын

Thank you Sir for this great content! I have a query regarding demat account, kindly answer that. I want to ask that if we got a demat account via zerodha, is it recognised by banks?

@brandondsouza3700 3 жыл бұрын

Hypothetically, under reason 2, if said 1Cr was fully in equity, the returns in a bull run still beat the portfolio asset allocation yes? As in an investor has a investment horizon of 10 years, would a complete investment in equity make sense ? Especially since the returns are normalized in the long run

@RB-oq1nk 3 жыл бұрын

Kudos to you guys for such an awesome and practical videos...pls make video on your life also..as u promised..:)

@NirmalGuptachd 3 жыл бұрын

Like you ...No nonsense, to the point style.... 👍 And Generally well researced , thoughtful videos.

@hardikdhamdhere3423 3 жыл бұрын

Very informative video and thanks for such a good info. Sir I have a doubt about portfolio rebalancing that if sell debt funds before 3 yrs it is taxable

@darshanjoshi8803 3 жыл бұрын

Just loved the video 💥 straight to the point

@sanjaygadari3945 3 жыл бұрын

Bht hi shandaar video mandeep sir.. Thanx a lot

@mohdjawed7585 3 жыл бұрын

thanks for your advice

@prashantmishra1706 3 жыл бұрын

Just a correction, at 8:35, value of "Buy Gold 7.9" is incorrect.

@rishinarang520 3 жыл бұрын

Yes, it's 2.3

@rajeevnair2506 2 жыл бұрын

What’s your view on SIP in a pure debt fund (such as ultra short debt fund or short term debt fund or corporate bond or banking and psu debt fund) for medium term goals for rebalancing the portfolio from equity to debt especially when the equity valuations become attractive (I know that’s a subjective thing). Gilt funds have almost zero credit risk but are subject to interest rate fluctuations - considering this whether sip in a gilt fund would make sense for medium term goals or portfolio rebalancing.

@sidgohan4846 2 жыл бұрын

But sir if I'm doing long time sip like 20year as you said in between year yoc can redeem the some amt or profit amount , in between year, whenever I feel risk is there so this transaction affects does my compound interest amount or not ? Ple tell me

@pratswagh2559 2 жыл бұрын

8:33 Timestamp speech and visual representation is out of sync but the point is crystal clear of reallocation of asset !!

@KarshitJaiswal 3 жыл бұрын

This was the most helpful Mutual Fund video I have ever watched on Internet :) You earned a subscriber. Any recommendations on debt category that we can hold for long term (like 70:30 in retirement goal)

@NilASH77 3 жыл бұрын

I follow you and pranjal kamra for clearing my doubts and learn money management... God bless you brother.

@dev77799 3 жыл бұрын

Underrated Channel. Great Information. Got to understand much better. Subscribed

@ANKITMAHESWARI7 3 жыл бұрын

Very interesting and important information in the video. Thanks for that. I would request you to create a video on how to perform tax harvesting and portfolio rebalancing when the investment is done in SIPs.

@vinitsanghoi171 3 жыл бұрын

Awesome info man! Waiting for the upcoming videos!

@nitinshah8168 Жыл бұрын

Hi, Excellent !!. Please eloberate whether the asset allocation and rebancing to be done based on time wise or based on even wise , plese make a seperate vdo with practicle examples

@sanyam09 3 жыл бұрын

Thank you so much Mandeep!

@abhishekmungekar8899 3 жыл бұрын

Another quality video! I already guess the movie name in health insurance video as a Tenet. Good mixture of quality content and good background music 👌🏻. I would like to suggest you that please upload this type of content on weekends.

@manojmishra9562 2 жыл бұрын

Hi Mandeep, Thank you for your guidance it really help us to watch video before taking financial decisions. Kindly prepare a video on below query its my humble request. How do a fund manager manage holding ratio of a particular mutual fund scheme. Do they keep the invested ratio fixed for that particular policy or they change it periodically. Like Icici pru tech fund have 24% holding in Infosys so they will fix the ratio same for this particular fund or the fund manager will chage holding% based on the performance of stock. Thank you and god bless you for your sharing your knowledge with us.

@sumitdas6893 3 жыл бұрын

Hey Mandeep how to compare any smallcap fund with category index? I use Groww. There I cannot see any benchmark index. In your video which app you used for comparing? Please let us know.

@uttammishra1587 3 жыл бұрын

Hi Mandeep ji, I really thank full to you and Pranjal kamra sir, after watching your videos I started mutual funds but still there are so many questions which need to resolve like, which mutual fund, how to compare, understand the risk, if I choose some penny shares what I have see and most important where(which site) because there are thousand and more you Tuber making videos on this topic its so confusing so please make any video on this Thanku so much ones again 🙏

@dharmendra2196 3 жыл бұрын

I was thinking about it. Rightly timed video.

@priyankabhadange1945 2 жыл бұрын

Woah!!!!! Thank you for this ⭐⭐⭐

@avijitmondal4741 3 жыл бұрын

This week I have written a newsletter about tax harvesting on gain and tax harvesting on loss also. Thanks, mandeep #jagrukjanta for discussing this useful topic

@AnamEjaz 3 жыл бұрын

This was something that I had in my mind while Investing in MFs.. Thanks LLA

@atulkgadekar 3 жыл бұрын

About Tax harvesting if we redeem mutual funds and again buy on next day then in that case is the interest earned amount will get added to taxable income of that year..? Please advice..

@jaspalchhabra4287 3 жыл бұрын

Very knowledgeable video.. Thanks for making this kind of videos..

@shaleen2110 3 жыл бұрын

Hi Mandeep, thanks. Tax harvesting video is the need of an hour. Please try to bring it on channel soon.

@nishraj7124 2 жыл бұрын

Frankly speaking Mandip sir, very informative video but need to understand , write and analyse and rewatch multiple times.

@SuperbExpressions 3 жыл бұрын

Was waiting for this soothing video ❤️

@AshishMishra-li7vd 3 жыл бұрын

Thanks for the content, very informative video.

@deepaktak6396 2 жыл бұрын

Thanks Mandeep for such a informative video ... You are awesome 🙂 MY QUESTION : Does ET money changes AMC or any other changes for MF ?

@namanjain3527 3 жыл бұрын

i personally see that asset allocation to be there in a way that if i think money is in a market that is high in any asset class i sell otherwise if asset allocation need to be followed i just have very fix income flow and that make me decide my future cash flow so i basically divert the future cash to manage the balance and to add that according to my age i am a very aggressive investor and mostly invest in stocks so have around 80:20 ratio and exit in position that look to high or target is achieved.

@priyodit 2 жыл бұрын

is channel ke 23 lakh nahin, balki 23 crore subscribers hone chahiye, it is this good!

@nandyad 5 ай бұрын

This video is a gem ❤ thank you Mandeep.

@TheVR7 3 жыл бұрын

need more details and guidance on last three points please , rebalancing, goals and tax harvesting. Great video sir..

@strikeratul 3 жыл бұрын

Bhai maine exit kiye apne sare fund last week..bhaisaab batti laga di fund walo ne paise return krne me..mera ac no change krwana tha muje sbi canara robeco kotak icici me , unke office jana pada is covid me document leke..in jhantu funds ka process online nai hai..dsp franklin ne to email par hi krdia, kyuki wo videshi hai to customer centric hai aur apni india wali customer ki maka..aur return ke mamle me muje sensex se 2 pcnt jyada mila compounded, fund houses ke pass jyada incentive nai hota paisa badhane ka..to fund me alpha to nai banega..

@linden007dcosta6 3 жыл бұрын

One of the best informational video keep up the good work.

@anilkaul1792 3 жыл бұрын

Will be eagerly waiting for your next vedios that you have discussed in this video

@alisaheebtinwala1998 3 жыл бұрын

I love it how Mandeep always knows which video we'll probably request next.

@RakeshSingh-oc7gh 3 жыл бұрын

Money Minded Baba antaryami hain

@sujitmallik2570 3 жыл бұрын

A must see video for all new investors.full of useful and ready to implement facts and ideas.

@radhika5206 Ай бұрын

Thank you..

@user-zx5yw2qh5z 2 жыл бұрын

Excellent content, will you please make video comparing direct and regular MF. How risky to invest direct MF for new investor rather than regular via broker? Also some tips on SWP. Thank you MandeepJi

@prakasharun01 3 жыл бұрын

I started doing portfolio rebalancing pretty late. Usually it is driven by my risk appetite so I tend to diversify.

@bittu91 3 жыл бұрын

Can you also make a video on how to set goals with examples of typical goals for people in their 20s or 30s

@shubhasishghosh8864 2 жыл бұрын

@Mandeep -- Can you prepare a video on "how to calculate Capital gain Tax" where a person having an SWP plan? with an example in excel will help to understand. Thank you for all of your videos which helps me a lot for investing. I am a new investor in mutual fund and gettting a great amount of help from your videos.

@souravbhattacharjee4961 2 жыл бұрын

Genuine person... Genuine advice ❤️❤️❤️❤️

@VivekSharma-hx4wh 3 жыл бұрын

ET money toh PGIM ko number one btata hai flexi cap mai Jabki fact yeh hai ki PPFAS sabse acha hai

@mritunjaykumarsingh2149 2 жыл бұрын

This video is so detailed and what i m searching for. If possible please give practical demonstration to some points.

@indersinha4029 3 жыл бұрын

Flexicap fund ke performance Ka comparison kaun se index se Karna hai. Pls suggest.

@jithpillai9340 3 жыл бұрын

Badiya samjhaya aapne bhai. Good examples

@gaunterodimm7219 3 жыл бұрын

Everything seems great Theoritically but I don't understand how can one stick to the same 60:30:10 Ratio for the entire Investment tenure? Maybe there would be phases when Debt or Gold would perform horribly and equity would boom and in such times does It still make sense to retain that earlier ratio? Ideal Rebalancing needs to have varying ratios of asset allocation as per market conditions, But then again the problem is how can a retail investor take calls that which asset class is going to rise and which is going to crumble?

@avinashkurre8219 3 жыл бұрын

I am waiting for your videoes sir, u r doing great job sir 🙏🏽🙏🏽

@ashutosh_jindal 3 жыл бұрын

Sir please tell if one mutual fund is under performing and we need to transfer from one mutual fund to other and market is also all time high so we have redeem all money from old mutual fund and add all money in lumpsum in new MF or redmeen all money from old mutual fund and do sip in new fund?

@CredIndia 3 жыл бұрын

Your videos are always eye-openers!

@hellothere637 7 ай бұрын

Please help me understand, if we sell then what about the compounding effect? How to analyse it. Waiting for the analysis, thanks!

@viral8276 2 жыл бұрын

Bhai ye reinvent debt fund me kare to chalega? Please reply & thanks for video

@venkateshwaranmahalingam3348 3 жыл бұрын

Very nicely explained, thanks

@mohammadosama915 3 жыл бұрын

Bht hi mast video.. full of knowledge.. mza aa gya.. keep it up...

@bipinkkw2425 3 жыл бұрын

You cleared my doubts. Thank you so much

@akshayborse5756 2 жыл бұрын

Thanks for the video. Can you also tell me how to properly exit MF and reinvest when doing SIP? Should we do lumpsum reinvest or is there some strategy?