Mutual Funds, Index Funds and ETFs (தமிழ்)

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Mutual Funds, Index Funds and ETFs (தமிழ்)

Рет қаралды 164,360

Күн бұрын

Understanding Mutual Funds, Index Funds and ETFs helps in choosing the right fund for our investment portfolio. In this episode, choosing a good mutual fund is explained in detail in Tamil with examples.
Following questions are answered:
1. What are Mutual Funds?
2. How do we check the amount of fees charged in a mutual fund and how does that impact our final return amount?
3. What is Expense Ratio and why is it significant in choosing a mutual fund?
4. What are large caps, mid caps and small caps? What is the risk and return potential of each?
5. What are Growth vs Value stocks?
6. How do we decide whether to buy a mutual fund or an Index fund?
7. What is a stock market Index? What are all some of the popular Indices in India and USA?
8. What is an ETF and why choose an ETF over a Index based mutual fund?
My other Related Videos:
Power of Compounding: • Power of Compounding (...
Building Wealth Series: • Building Wealth Series...
Financial Freedom: • Financial Freedom / நி...
Asset Allocation: • Asset Types and Alloca...
Understanding Sharemarket: • Understanding Share Ma...
Recession Explained: • What is Recession? / ப...
Investment Insights: • Investment Insights - ...
LinkedIn: / vijay-mohan-sn
Twitter: / invstmntinsght
Reference:
Morning Star site for Mutual Fund Research: www.morningsta... (USA), www.morningsta... (India)
Canara Robeco Emerging Equities Factsheet: www.morningsta...
Nifty 50 Index: www.nseindia.c...
S&P 500: us.spindices.c...
Vanguard Total Stock Market Index: investor.vangu...
Vanguard Information Technology Index: investor.vangu...
DISCLAIMER:
The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.
#VijayMohan #InvestmentInsights #BuildingWealth #MutualFunds

Пікірлер: 360

@haleelurrahman53 4 жыл бұрын

One of the best channel.... respect to thier subscribers.... Everyone should subscribe this channel.

@gopisukumar4112 3 жыл бұрын

I started investing in index funds after watching your videos. You are offering Gold! Thanks for your effort, sir.

@nagoormeeran7492 3 жыл бұрын

What is the procedure to invest in index funds

@prabhueins1 3 жыл бұрын

Yyyyyyyyyyyyyyyyyyyyyyyyyyyy yyyyyyyyyyyyyyyyyyyyyyyyy

@prabhueins1 3 жыл бұрын

Yyy yyyyy

@prabhueins1 3 жыл бұрын

Yyyyyyyyyy yyyyyyyyyyyyyyyyyyyyyyyyyy

@rajaj6043 3 жыл бұрын

I'm wondering how I didn't come across this channel. Thank you for your clear explanation and recommendation!!!

@InvestmentInsightsTamil 3 жыл бұрын

What matters is that you have found it now. 🙂

@sydneymady8415 3 жыл бұрын

am doing share in asx in Australia but 1st time tamil la ketkum pothu super aha irukku sir you have to tech our community well done.

@sumitharamesh7524 Жыл бұрын

Very informative sir. I see you as my father thank you so much for showing me a path to success.

@jeyr20 3 жыл бұрын

The best explanation of MF and other details in Tamil. Thank you for your efforts.

@subramanian.promoters 2 жыл бұрын

இனிய பொங்கல் நல்வாழ்த்துக்கள் பொருளாதாரமும் நல்ல ஆரோக்கியமும் எப்பொழுதும் மன நிம்மதியாகவும் வாழ இறைவனை வேண்டிக்கொள்கிறேன்

@bthangaraj1585 2 жыл бұрын

மிகமிக எளிமையான விளக்கம்.நன்றி.

@vijayadhinakaran1536 3 жыл бұрын

First time watching your video. Can not stop to watch. Clarity, intersting, very good delivery of content.

@InvestmentInsightsTamil 3 жыл бұрын

Glad you enjoyed it!

@karthickumar5166 3 жыл бұрын

After watching your videos started investing in UTI Nifty 50 .. thanks for sharing your knowledge

@gokulkrishnannallamuthu2889 3 жыл бұрын

Hi Vijay. You are providing much needed information for youngsters. I use to check how to invest the saved amount and search for the best way to compound the saved money for future purpose. Finally I'm here. I'm feeling really good after seeing your videos like i have got the best guidance.Thank you and keep rocking✌️

@InvestmentInsightsTamil 3 жыл бұрын

Glad it was helpful.

@mcganesh 3 жыл бұрын

Great analogy using Tea shop sir. You are great at simplifying concepts for us. Thanks a lot.

@aravindanramalingam8958 4 ай бұрын

Started liking ur videos, amazing insights.... On this topic...Well done, my thought process also aligned to ur investor mindset...I am also doing 1cr niftybees and 50lakhs itbees and 30lakhs juniorbees....seeing a good profit...ofcourse will go longterm with this...will add more on any dip and utilize the power of compounding ❤ next getting into midcap and smallcap bees

@prajay83 3 жыл бұрын

Nice video sir..request you to put a broader vision about world markets and all the factors that affects economy and stock market.

@happygilmor1 Жыл бұрын

Well articulated sir..But personally i prefer the mutual fund until we understand the markets and improve our analysis...Besides we rely on a expert like a fund manager to manage our finances..nothing wrong with it.... it may not yield xxx fire savings but still fine..

@hellochennai-fromjapan7977 3 жыл бұрын

A common man can understand about financial management.... We need more videos from you sir....

@user-rx3nr1ex6q 2 жыл бұрын

Share market channel le u are best sir, keep it up sir, thank u

@parasuraravamudhan3774 3 жыл бұрын

Your philosophy educate & illuminate is very simple and nice. Your way of communication in clear tamil is tempting to listen and implement.

@InvestmentInsightsTamil 3 жыл бұрын

Great to hear that.

@chandrakumarn Жыл бұрын

Thanks for the great advice! I have bought some of the ETFs. researching more on FIRE ...

@rajapandianc5611 3 жыл бұрын

Mr.Vijay ,your explanation and narration are learner friendly. Great.

@InvestmentInsightsTamil 3 жыл бұрын

Thank you for that appreciation.

@rajasekarr6095 3 жыл бұрын

Nice explanation, Take away is a useful way of delivering content 👍🙏

@NatureLite2023 3 жыл бұрын

Sir after listening to your videos i have invested in Nifty 50 and S&P 500. Thank you sir.

@balajirs7495 2 жыл бұрын

In which platform u investing nifity 50

@NatureLite2023 2 жыл бұрын

@@balajirs7495through hdfc

@mcganesh 2 жыл бұрын

Vijay sir, when time comes please consider the below and educate us. 1. Dos and donts to consider while redeeming mutual funds? 2. Factors to consider while switching between funds within the same amc? 3. Is it worth considering to move from regular to direct mutual funds when we already have regular investments. Thanks. 🙏🏼

@InvestmentInsightsTamil 2 жыл бұрын

3. Yes it is totally worth doing it for long term. 1% makes a huge difference in the long term.

@karas9975 3 жыл бұрын

If possible can u quote Indian market in comparison rather than Us market.. For better correlation.. Thanks a lot for ur efforts sir

@bashkarans 3 жыл бұрын

Best Coach

@dominicl4442 3 жыл бұрын

Good explanation on analyzing a fund report. Thank you.. i invested in MF with my friend advice. Now ill check my self and plan

@jacksonsanthosh4947 3 жыл бұрын

It's took only few minutes to hit the subscribe button 💓

@priyasiddhu5451 3 жыл бұрын

நான் 5ஆம் வகுப்பு தான் படித்தேன், எனக்கு புறியரமாதிரி இன்னும் எளிமையாக சொன்னால் நன்றாக இருக்கும்

@soulofimmortal9048 3 жыл бұрын

Bro best tips.. Just share market keywords pathi first study panuga next vanthu intha full playlist parunga then u will get little idea about stocks and market then come again and watch this playlist again then you will get little idea how to invest.. Then apo apo intha playlist parunga u will get micro tips in that time.

@soulofimmortal9048 3 жыл бұрын

Appreciate you for asking questions... Qstn keta dan oru alavuku ana answer avath kedikum

@adhavanraj5378 3 жыл бұрын

@@soulofimmortal9048 Bro.. Ippo long term sip close pannanuma, Atha redeem pannanuma..? Cancel pannanuma..? Cancel sip panna namaku interest varuma..? Pls explain..?

@sekarkns9739 Жыл бұрын

Poi padi thambi aprm paathukalaam

@sathizduker5329 Жыл бұрын

Apo neenga tamil Sharemaket books vangi padinga akka!!.. Ivara vida KZfaq la vera yarum simple ahh sola mudiyathu 😂🙏🏻💥👥♥

@nagarajv8162 3 жыл бұрын

Well explained and easy to understand. Great work mr.Vijay 👌👌👌💐💐💐

@GoCoolDebug 3 жыл бұрын

Clear explanation on passive funds

@priyatailoring 2 жыл бұрын

As a woman at the age of 37 now I can also understand your explanation very simple thanks but at this age starting investment I feel like it's too late🏃💨 I wish I know this 10 years before

@InvestmentInsightsTamil 2 жыл бұрын

Better late than never. Watch "investing in 30's and 40's" episode.

@Sivakumar-re2pi Жыл бұрын

Good info Plz explain about small case

@abdulkhadir3401 4 жыл бұрын

Very informative and implementable advices. Great found.

@jawahar_l_n_balaji1565 2 жыл бұрын

One of the best summary

@sivajack89 3 жыл бұрын

1st time i saw your video today, very good and clear explanation

@InvestmentInsightsTamil 3 жыл бұрын

Glad you liked the content.👍🏽

@kanmanidinesh2684 3 жыл бұрын

Very clear information.. Nicely explained

@NK54321 3 ай бұрын

@investmentinsightstamil : namaste sir, I like your way of explanation it is easy to understand. I liked your building wealth series where you have touched most of the topics where everyone has to first understand in financial journey. Sir in one of the videos you have mentioned in the current scenario I would have preferred ETFs instead of mutual funds in your financial journey. Please can you explain why do you think ETF is better than index funds.

@babua6225 2 жыл бұрын

Very insightful & informative! Thank you.

@JayaKumar-lj2lu 3 жыл бұрын

நன்றி sir . தெளிவான விளக்கம்

@InvestmentInsightsTamil 4 жыл бұрын

To understand how share market works, watch it here: kzfaq.info/get/bejne/bsWldNqkr9jTcmQ.html Stocks Portfolio: StocksPortfolio: kzfaq.info/get/bejne/gcpzppZ2vK2upoU.html

@ajithp111 3 жыл бұрын

Clear cut explains 👍

@manis144 4 жыл бұрын

Clear and well explained..... Awaiting for your next videos

@leojohnson1721 Жыл бұрын

Very Informative , Thank you so much

@indiahydraulics Жыл бұрын

Your all video very useful and best

@BK_menu 3 жыл бұрын

Good channel👍I suggested to my friend s & family also👌🏼

@InvestmentInsightsTamil 3 жыл бұрын

Awesome, thank you!

@rajeshrs83 3 жыл бұрын

as always great content, simple language, thanks for the video

@sivucit 4 жыл бұрын

Excellent Video, Vijay. This is very useful..

@prabhun9900 3 жыл бұрын

Very informative and helpful for understanding MF

@vasudevansivalingam8494 4 жыл бұрын

Got very clear info and ideas. Thanks 🙏

@passemails Жыл бұрын

Give some day-to-day life examples for index funds. Create one scenario and explain based on that scenario if you want to explain any financial terms ( say Stocks, shares, Bonds, index funds). What will happen if I invest in mutual funds instead of index funds, What will be the outcome? Say I am having $500, What will happen if I invest in mutual fund? What will happen if I invest in stock(index funds, so....)?

@gauthamfz19 3 жыл бұрын

Sir I am not able to get an understanding of Index funds and ETFs. Is there any articles from where I can read and understand it better. Loving all your contents I started following your channel almost 1 week before. Since I am at beginning stage of my stock market investment I am finding all your videos very informative and useful.

@InvestmentInsightsTamil 3 жыл бұрын

Check out Index Fund episode in this channel and the related links in its description.

@rajaveluuthandi 3 жыл бұрын

Very clear explanation.

@SneakyNinja 4 жыл бұрын

Sir in UTI there are different types Of nifty 50 Eg. Direct growth, divident, active etc.. please suggest lowest expense ratio fund and do a video of the types.

@InvestmentInsightsTamil 4 жыл бұрын

Good Question. Each mutual funds have different options to invest in the same fund. Direct - buying the fund directly thru the fund house. In this case thru UTI itself. Expense ratio is cheapest when you buy direct. UTI is charging 0.1% for direct investments. Regular - buying the same fund through brokerages like ICICIDirect. For this they are charging 0.17%. Within Direct and Regular they have three other options - which does not differ in their expense ratio. 1. Dividend Payout - The fund will pay out the dividends from the underlying stocks to your account. 2. Dividend Reinvestment - The fund reinvests the dividends to buy more mutual fund shares. You will see the number of shares of mutual funds in your account increasing little bit every quarter depending on the dividends from underlying shares. 3. Growth - The fund uses the money from dividends to buy more underlying shares that would ultimately result in growth of the value of the fund. In this option your # of shares of mutual fund will remain the same, but the value of each share would increase as the dividends are used to buy more shares.

@SneakyNinja 4 жыл бұрын

@@InvestmentInsightsTamil thank you for the detailed answer. How to apply for the direct uti fund. I can understand 1st and 2nd points But in the third point if the divident is reinvensted in stock means, why the nav remains the same? If the stock increased means NAV aslo should increase right? Can u please explain difference beteeen 2 and 3 with example? I am planning for long term i.e 10 years, which one will be the good option please suggest sir thanks.

@InvestmentInsightsTamil 4 жыл бұрын

To buy it directly, you have to open an account with them directly: www.utimf.com/portal/signup For third point, NAV will grow with the value of the assets. What I said was, number of shares of mutual fund will remain the same as opposed to option #2.

@wgmpm Жыл бұрын

@@InvestmentInsightsTamil the day ஹ நான்

@baskaranv3991 Жыл бұрын

@@InvestmentInsightsTamil in this above 3 which one is best and how

@rajeshrajesh3525 3 жыл бұрын

What u said is valid point. Keep on rocking sir. Best wishes

@sampathsampath4397 3 жыл бұрын

Super sir very good explanation

@keerthi_5 3 жыл бұрын

Sir plz explain on tracking error concept

@Murugan-gc6gb 3 жыл бұрын

Hi sir nice video I am a new investors, I would like to invest in Kotak Nifty 50 index fund 1) How is the performance of kotak Mutual fund ? It’s reliable in market ? 2 ) I have planned to invest SIP plan, in future depends on my financial status possible to decrease or increase My SIP amount .. pls advise especially for decrease ..nobody reply this question .. kindly advise

@InvestmentInsightsTamil 3 жыл бұрын

1. Watch the latest Index Fund video to understand how index fund works. 2. What do you want to know about decrease? I am not following your question here.

@Murugan-gc6gb 3 жыл бұрын

@@InvestmentInsightsTamil I mean possible to reduce SIP amount

@Murugan-gc6gb 3 жыл бұрын

@@InvestmentInsightsTamil just I asked about Kotak mutual fund company its reliable? and I have another one doubt, If I started to invest in kotak Nifty 50 NFO Best or already available index fund UTU nifty 50, sbi Nifty 50 and some other Nifty 50 index fund investing best?

@deepuprakash2430 Жыл бұрын

Can you explain different types of investments? How to buy those? Example T-bonds, CD etc

@passemails Жыл бұрын

If you explain anything with an example or with a demo then it will be good. What do you mean by index tracking?

@kgsenthilkumar5715 3 жыл бұрын

Excellent sir!! Subscribed..

@janprabu 3 жыл бұрын

Wonderfull explanation. Well organized. You are placing excellent effort. Thank you so much for all the information. Could you advice mutual funds for investment.

@InvestmentInsightsTamil 3 жыл бұрын

Watch "Stocks Portfolio" episode in this channel.

@vigneshramesh9901 3 жыл бұрын

Great sir neenga

@ArulrajV 3 жыл бұрын

Hi Thanks for your videos. I don't know where to ask questions, So I ask here. Which fund is suitable to park my money for short-term? Thinking of Arbitrage funds. Your suggestion on this? The other question is, Can I invest my emergency fund (6 months of my expenses) in MF?

@InvestmentInsightsTamil 3 жыл бұрын

No. Emergency fund should be in savings with 0 risk. It should not be invested.

@harishvenkatesan5460 3 жыл бұрын

Any detailed video about pros/cons of ETF from mutual funds or how to buy a ETF and good ETF in the market?, Whether a Demat account is necessary to buy a ETF?

@bsr8229 3 жыл бұрын

Namaskaaram, here am introduced to investment but also learning economic.. indeed required. could you give clarity on Index vs ETF in details. thanks for your help and sharing knowledge through channel. :)

@adhavanraj5378 3 жыл бұрын

Bro.. Ippo long term sip close pannanuma, Atha redeem pannanuma..? Cancel pannanuma..? Cancel sip panna namaku interest varuma..? Pls explain..?

@arunkumarradhakrishnan7734 4 жыл бұрын

Very nicely explained for beginners like me, thanks a lot. Can a resident Indian invest in US market passive funds?

@kannanpanneerselvam7207 4 жыл бұрын

Same doubt. How can we invest in Vanguard Index funds from India? Thanks!

@InvestmentInsightsTamil 4 жыл бұрын

@@kannanpanneerselvam7207 Vanguard is not available in India yet. I would expect them to be in India soon.

@InvestmentInsightsTamil 4 жыл бұрын

I know Motilal Oswal has US based Index funds. But their fees are high for an Index fund - charging close to 1%.

@anandn7981 3 жыл бұрын

I have doubts sir, pls clarify- 1. Lets assume I invested in index fund for 10 years by SIP. Shall I stop the SIP permanently & continue the Index investment for 30 years? 2. Will Stocks Mutual fund give dividend?

@InvestmentInsightsTamil 3 жыл бұрын

1. Yes 2. Yes.

@anandn7981 3 жыл бұрын

@@InvestmentInsightsTamil thanks for the reply sir.. Mutual fund pathi video patha investment mattum than ellarum solranga. Atha epadilam use panrathunu yarum solla matakaga.. dividend pathi yarum sollala. Innum vera ethum features iruntha Atha pathilam oru video podunga sir. Thanks 😊 🙏

@karthikavijaya88 3 жыл бұрын

Nice video sir. Can u also make video on SWP for the debt funds?

@TheAshokkumar000 4 жыл бұрын

Interesting video Sir✌️

@risenmachine 3 жыл бұрын

Thank you for information. I didn’t understand the concept of why large capital to be in index and small capital to be in ETF ? Senthil

@InvestmentInsightsTamil 3 жыл бұрын

In US, Many funds need a minimum investment to buy an Index based mutual fund. For example, Vanguard's total stock market Index (VTSAX) needs $3,000 minimum investment. Same can be bought as an ETF (VTI) with less amount. For our purpose, any long term holdings can be in mutual fund version and any short term holdings can be in ETF version.

@bsr8229 3 жыл бұрын

@@InvestmentInsightsTamil are those funds difference in minimum investment? or have any other aspect

@gokullu 3 жыл бұрын

Thanks for the video. glad to see the subscriber growth. well deserved :) may I know your reasoning for buying Index Fund (instead of ETF) if investing a big amount? also, other than the trading time window what are the main differences? looks like ETF has some tax advantage over Index Fund. is that true? in that case, isn't it always better to buy ETF then?

@InvestmentInsightsTamil 3 жыл бұрын

The difference is very minimal. Go with your own preference. In bigger scheme of things, this is not a big deal.

@Prammanaar Жыл бұрын

Ayya nama vangura fund index a beat pannutha ilaya nu epd paakuratunu detailed oru video podunga potu iruntha cmnt la share panunga

@jogi9533 10 ай бұрын

Hi Vijay, Thanks for sharing the knowledge. You mentioned If we are investing small amount, invest in ETFs and if large amount invest in Index funds. Is there a reason for it other than the minimum amount criteria for investment? Also for the future investment which one is better VTI / SPY? Please share the difference?

@InvestmentInsightsTamil 10 ай бұрын

1. The difference is very minor. Go with whatever is convenient for you. 2. VTI is a representation of whole US stock market as it has close to 3500 companies. Performance wise they both are almost the same. You cannot go wrong with either of them.

@jogi9533 10 ай бұрын

Thank you so much!@@InvestmentInsightsTamil

@raghulk5657 3 жыл бұрын

Sir fund of fund means what? And what is liquid fund? And how to select liquid fund? Is it liquid fund is better than bank f.d and recurring deposit? Which is right investment for beginners?

@shashashawww 4 жыл бұрын

I was waiting sir

@lingarajsollamuthu9784 2 жыл бұрын

Hope you took "Can robeco emerging" for a reference not a suggestion.. as the scheme some years back was under mid & Small cap category... so it's past returns can not be considered for large & mid cap category.

@balajisanthanagopalan9616 2 жыл бұрын

Hello sir. Would like to know some explanation for focused funds, multi cap and flexi cap funds

@jk_thoughts 6 ай бұрын

Sir , Please Explain Short Video For Morning Star Style Box athu pathi sollunga sir Drawing potrukanga onnum Purila Value , Blend ,Growth , Map , Weight , Historical Numbers Kiduthurukanga ithu ku Explain pannunga sir .

@InvestmentInsightsTamil 6 ай бұрын

Mutual Fund episodela athoda explanation irukkumey... paarunga.

@jk_thoughts 6 ай бұрын

@@InvestmentInsightsTamil k sir

@samsiva563 3 жыл бұрын

Super really thanks

@rklaxmenrklaxmen8142 3 жыл бұрын

Thanks more.

@murugappanchandrasekaran490 3 жыл бұрын

Sir intha chitfunds pathi explain panungalan

@balabj6 3 жыл бұрын

Sir make a video on how to invest US fund from India

@InvestmentInsightsTamil 3 жыл бұрын

It is as simple as buying Motilal Oswal's S&P500 and Nasdaq100 funds.

@opmclove 3 жыл бұрын

Hi sir you are doing great job. Your explanation is clear and helpful. I have a question, I need a fund within 3 years and can I invest in index funds. If yes will UTI or HDFC be a good choice.

@InvestmentInsightsTamil 3 жыл бұрын

Any money that is needed within 5 years should not be in stock market.

@lakshmanansm6162 3 жыл бұрын

Arumai sir

@peermohamed8028 3 жыл бұрын

Thank you Vijay Sir .In india which are the fund houses offering S & P and Nasdaq 100 index mutual funds ? Which is better in your opinion. Thanks.

@InvestmentInsightsTamil 3 жыл бұрын

Motilal Oswal is offering it for a while now.

@mythilipapi555 Жыл бұрын

Sir, please advice how and when to redeem mutual funds or stocks if we invest for retirement.

@krishnakumarchinnusamy 3 жыл бұрын

very useful bro❤️

@singaravelans2741 2 жыл бұрын

Sir, Can you explain difference between investing in indices mutual fund and direct investment in indices(NIFTY50) stocks??

@InvestmentInsightsTamil 2 жыл бұрын

One trade Vs 50 trades with right weightage. Not really worth the time and money.

@NRVAPPASAMY1 3 жыл бұрын

Sir, Why ETF is not declaring dividend? Example- CPSEETF, The constituents are high dividend companies. Neither it reflects in Appreciation or other distributions? Same is the case with Bharat22? Here what should be the strategy?

@sureshkumar-kv9tm Жыл бұрын

Gurunatha dubai uae la irunthu us index fund la epudi invest pannanum pls advice

@venkatramanan7038 3 жыл бұрын

Vijay Sir, today only i got the opportunity to watch your videos. Very useful sir. I need your guidance... I have invested Rs.2.00 Lakhs in banking sector share during 2017 end. In this 4 years, share price declined to 1.45 Lakhs. I don't expect much appreciation in bank share in coming years also. As per your suggestions, i would like to invest those funds in Index Funds Mutual Fund as Lumpsum. Pls tell me your opinion in this sir and guide me how to proceed further...???

@InvestmentInsightsTamil 3 жыл бұрын

That sounds like a good plan. Better to be on the diversified index fund rather than on specific sector.

@venkatramanan7038 3 жыл бұрын

@@InvestmentInsightsTamil Can you guide me further sir...??? How to purchase the same sir...??? Can you pls name few Index funds or respective links to go through...???

@Sivakumar-re2pi Жыл бұрын

Plz explain diffrents between small case and MF in india

@GokulAmar 2 жыл бұрын

Thanks for the video sir. How about Nippon index sensex fund? It's current expense ratio is less than UTI nifty.

@mahemahendrakumar3410 Жыл бұрын

Sir i want to know the SIP, could you upload a video for it

@mohamedshabeer2003 3 жыл бұрын

TATA Ethical fund and TATA digital fund video plz

@RajaGaneshChandrasekaran 3 жыл бұрын

Dear Vijay, I am consider you are my one the best guru. Your all vedio are to the point and best in the class. Much appreciated for your effort 👏👏👏👏 I have a question If I am planning inverse in the mutual fund which is better monthly or quarterly ? Here I am planning to inverse 3x in quarterly instead of investing X in monthly to avoid some of the stamp duties etc. Do you think this is good idea. In fact I was trying to simulate this pattern with last 5 years with some of the good mutual funds but it give me mixed results based on funds so I am not able to take a call I would like your guidance here

@InvestmentInsightsTamil 3 жыл бұрын

What matters is that we are consistently investing regardless of monthly or quarterly. Do not worry about which is better. If you want to invest every quarter, just do it.

@JaVenkataSubramanianJaVenkat 3 жыл бұрын

Sir greetings. Thank you for all your guidances. Regarding the expense ratio, the % is mentioned annually. 1. Its being charged every annual - every yr the charges are detected ? 2. If that's being charged every annual - its the charges for the total invested amount? Requesting you to kindly clarify the same. Thank you.

@InvestmentInsightsTamil 3 жыл бұрын

We will not see the charges. It is not transparent to us. They take that away from the total investments.

@JaVenkataSubramanianJaVenkat 3 жыл бұрын

@@InvestmentInsightsTamil Thank you for your time sir