Скачать или смотреть क्या 100% investment Small Cap में करना चाहिए ? II Episode 88

If you’ve ever wondered “Meri SIP se ₹1 Crore kab banega?”, “Smallcap me lump sum safe hai?”, or “Retirement par ₹50,000/month SWP possible hai?”—this episode is for you.
CA Rahul Narayan & CA Manoj Shrivastava answer real viewer questions with clear math, risk-aware allocations, and actionable fund-selection frameworks. No jargon—sirf seedhi baat jo aap abhi apply kar sakte ho.

Episode Highlights
₹50,000/month SWP at 58: Practical roadmap using STP → equity buildup → sensible withdrawal rate.

Smallcap vs Midcap vs Largecap: Why 20% cap on smallcaps (max 25%), and a balanced 30/40/20 style allocation.

STP from Liquid/UST to Equity: How one investor is moving ₹20L stepwise and what returns to expect at 12% assumption.

10–15 year corpus planning: Turning ₹1L/₹5.3L today into realistic goals (what’s enough, what’s not).

SIP with 10% step-up: The underrated habit that compounds your wealth faster.

Midcap fund pick (viewer ask): Motilal vs Invesco vs Edelweiss—how to split smartly.

Portfolio review process: How to get your schemes analyzed in our upcoming category deep-dive (Ep. 84 reference).


If this episode helped you, please Like, Share, and Subscribe, and press the 🔔 bell so you never miss our monthly portfolio reviews & category rankings.
Drop your questions in the comments—your query could be featured in the next Ask Mutual Globe!

Community & Viewer Questions
We build every episode around your real questions—retirement income, SIP math, fund selection, and risk control. Comment your age, goal, horizon, current corpus/SIP, and the funds you hold. We’ll guide you on allocation, category picks, and step-up strategy in upcoming videos.
Collab / Queries: [email protected] | +91 8700908017


#MutualGlobe #AskMutualGlobe #SIP #SWP #STP #Smallcap #Midcap #Largecap #RetirementPlanning #FinancialFreedom #MutualFundsIndia #WealthCreation #StepUpSIP #LongTermInvesting #PortfolioReview


Our website : mutualglobe.com

Follow us on-
Facebook
facebook.com/people/Mutual-Globe/100079825881149

Instagram
instagram.com/manojshrivastava1306

Linkedin
linkedin.com/company/79653036/admin/dashboard

Join our Whatsapp Group for updates
chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq

Subscribe to our Channel:
   / @mutualglobe  

Welcome to Mutual Globe!

This Channel has been started by CA.Manoj Shrivastava and CA.Rahul Narayan with the mission to educate about Mutual Fund Investments. We are trying to empower people by way of analysing Mutual Funds Schemes so that they make investments in Mutual Funds schemes with an informed view.

DISCLAIMER
These videos are solely for Education & Learning purposes. Analysis discussed here should not be considered as an Investment advise or tips for making any sort of Investment. Investment in Securities market are subject to market risks. Past performance of any Mutual Fund scheme is no guarantee for future Returns. Please read all the related documents before making Investment in Mutual Fund schemes. You must consult Qualified Investment Advisor and Tax Advisor before making your Investment or trading. We will not be responsible for any losses incurred by you because of your investment decisions. We are not SEBI Registered Investment Advisor. Data and incidental facts of schemes at the time of recording of this episode will be different from the day when you are watching it.

0:00 – Introduction & Subscribe Request
0:26 – Retirement Planning @ 50 Years – ₹50K SWP Goal Possible?
2:04 – Small Cap Investment – SIP vs Lumpsum? कितना Allocation सही है?
4:28 – Portfolio Value in 10–15 Years (Qatar Viewer)
5:48 – Pensioner (Age 65) – क्या ₹1.3 Cr से ₹5 Cr Possible है?
8:22 – How to Get Portfolio Reviewed? (Kuldeep Ji)
8:54 – ₹20K SIP for 10–12 Years – Future Value कितनी होगी?
9:32 – ₹5.3 L Portfolio – क्या 5 Cr Goal Achievable है?
10:55 – ₹80K Monthly SIP (Step-up Plan) – ₹1 Cr in 5 Years Possible?
13:18 – Best Midcap Fund? Motilal vs Invesco vs Edelweiss
14:28 – Closing Remarks & Next Episode