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- เผยแพร่เมื่อ 26 ก.ย. 2024
- This video comes with notes, check here: bit.ly/3VjglCS
In this insightful video, I delve into the world of small-cap mutual funds, unpacking their nuances and implications for investors. We explore the dynamics of small-cap investing, shedding light on the potential rewards and risks associated with this investment strategy.
But that's not all. I also share strategic alternatives to mitigate these risks, particularly through the incorporation of hybrid funds into your investment portfolio. By blending small-cap exposure with other asset classes, investors can achieve a more balanced approach to wealth accumulation while still tapping into the growth potential of smaller companies.
Join me as we navigate the intricate landscape of mutual fund investing, empowering you to make informed decisions and maximize your investment returns while effectively managing risk.
#MutualFunds #Investing #warikoo
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The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.
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My Money Apps:
Indian Stock Investing (Zerodha): bit.ly/3iYKROh
Mutual Fund Investing (Coin by Zerodha) (You will need to create a Zerodha account for it first. Coin is free): bit.ly/3iYKROh
US Stock Investing + Investment Tracking (INDMoney): bit.ly/3tT5moR
Portfolio Investing (Smallcase): bit.ly/3u0is0I
Corporate Bonds (Wint Wealth): bit.ly/3sbUI8c
How to pick the right insurance (Ditto): bit.ly/3xFh7OU
The above links are for products that I personally use for my own investing. If you create an account on any of these using the above links, I stand to make a referral income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L. DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions.
My bestselling books:
'Make EPIC Money' here: amzn.to/3WHJ43F
‘Get EPIC Shit Done’: amzn.to/4fK1IR5
‘Do Epic Shit’: amzn.to/4fK9uuv
My gear for shooting this video:
🎥 Sony a7III camera: bit.ly/3M42wAV
🎬 Sony FE 24-70 f2.8 Lens: bit.ly/3KCCiF0
🎙 Shure SM7B Microphone: bit.ly/3O1NAVA
🔆 Fill Light 60W: bit.ly/37aJolP
💡 Key Light 150W: bit.ly/3O9nyjs
📽 Benro IT15 Tripod for Sony a7III camera: bit.ly/3O4PvJ1
The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.
Today I started investing in Quant Small Cap (3k) and Mid Cap MF (1K). Am I right? Is my choice right?
Sir which investment is best sir
By doing PF double or triple
Or by investing in stock market
Uncle aapko Etna hi Jankari hai
Main aapko 200 core deta hoon kitne Dubble kr doge
Sir, which investment is good “SIP” or “ETF”.
As per your latest series of “money matters” your suggestion is SIP.
So, out of these 2 which is good and safe investment?
Sir muajha ek loan Lana hai 2nd hand truck Lana ke liye 11 Lakh ka kun sa best hoga please batao
This is an amazing video. Because you have shown there are so many types of mutual funds, some of which also invest in fixed return government bonds. No one tells people that and everyone think Mutual Funds invest only in Stock Market. Absolutely fantastic video. I have learnt a lot about Mutual Funds by seeing this video. I will also share this video in my groups..
Point is Mutual Funds like Conservative Funds give average of 12% returns which is safe even during crash and it's still more than FD returns. People are not even aware about these types of Mutual Funds. Those who invest in FD for fear of risk should at least switch to these.
Glad it was helpful!
First time seen anything Other than excel calculations… like the content and the way it’s explained 👍😊
😂
Small caps
1) Nippan small cap =5000
2) quant small cap=5000
3) SBI small cap=4000
Mid caps
1) Hdfc mid cap opportunities=4000
2) Motilal Oswal mid cap=4000
3) Nippan india growth=4000
Flexi caps
1) Parag parika flexi cap=4000
They are good to invest, I'm new in investment
Super
Bro...... Really good information. But there is one thing that whenever there is crash, all category MFs get a dive excepting Debt funds or Govt. Bonds.. It is a fact that small cap funds get more drop but I don't think that any small cap fund has ever gone to zero or didn't recover ever after the crash.. Market crashes and recovers, that is the behaviour of the market. People invest to get better returns and they invest knowing the risk factors. I know people who have invested 2000-3000 monthly in small cap funds only for 15 to 20 years and have built a corpus of Rs1Cr+.
You are amazing and I am growing fast with your videos. I am a cbse principal n I find you the best teacher great job
I was supposed to lumpsum invest in small cap. Thank you so much. You really helped me a lot.
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I was thinking of doing the same, are you still investing?
I've kept much of my savings in cash for safety, but I'm unsure if it's right for retirement. Contemplating investing $400K in stocks, as I've heard investors can profit in tough times. Unsure about my next move.
it's wise to redistribute your capital to mitigate risks during market fluctuations. Consulting a financial advisor can help simplify this process.
Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t really start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@@A_francis well played
This is one of your channel's best videos. Don't know why it has fewer views than others though. Maybe because in this video you were not optimising for views but for usability. Kudos!
Don't get carried away by the returns, You need to be mindful about the Sensex rally in last 4 years(one of the rare event) which has changed the dynamics of all the mutual funds and these dynamics would not applicable for those investing now, since market is in consolidation phase. I have been actively investing in Nippon small cap since 2017( earlier it is reliance), till 2020 my XIRR always negative. If there is an option see last 7 or 10 yrs returns then the no would reduce to 20% or so.
You can check rolling returns of the fund for checking the returns during different timeframers
Have not tried anything yet but still the knowledge shared seems to be valuable
Thanks
Successful people don't become that way overnight. What most people see as a glance of wealth, a great career, and purpose is the result of hard work and hustle over time. I pray that anyone who is reading this will be successful in life....
I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..
imagine investing in Btcoin earlier.... You could have been a multi millionaire precently
@@hamidu_- You are right. Been thinking of going into gold and cyptocurrency
Assets that can make you rich
*FX
*Btcoin
*Stocks
*Gold
*Real estate
You’re right but a lot of people remain poor due to ignorance
My 80% Amount is invested in Small-Cap giving 22%XIRR from last 3 years and recently invested 15% Amount in Mid-Cap Index Fund which has historically given a return of 25%XIRR in the last 5 years whereas, 5% Amount in thematic Fund which is an NFO.
Total XIRR is showing as 17.38% and I'm okay with it, realistic expectation is when you expect between 15-20% XIRR in long term investments!
How is nippon india multicap fund
I m getting 28% xirr in mf
My XIRR is 32.5%
What IS XIRR?
@@nirajdudam8516 Extended Internal Rare of Return, it is calculated as per the fixed frequency of installments in an investment as happens in the case of SIP
Thankyou for being a guiding light in the life of people in financial crisis. If possible please make a video and guide us all about the pros and cons and difference between investing in direct mutual funds through AMC's or by opening a CAN account. Which is better?
16:21 Ankur Warikoo 😎
16:25 Uncle Warikoo 😂
All these data you shared is in a bull market at an all time high. It may be interesting to see these data in a bear market which give a fair idea of risk and reward. Waiting for your next video.
Really liked ur video, Sir this is my portfolio of SIP, should I remove any fund or add any any fund instead of, If any modification should I then plz tell me Sir, I m 34yrs old, my Target of sip is for 15 to 20 years.
Quant small cap 2000
Canara small cap 2000
Nippon small cap 2000
Motilal mid cap 2000
Hdfc mid cap 1000
JM mid cap fund 1000
JM flexi cap fund 1000
Parag Parikh flexi 1000
UTI nifty 200 fund 1000
Hdfc defence fund 1000
Very useful video which has simplified things. Now we know better than to not chase top performing small cap funds
Amazing content, please continue with these out of the box type and new information.
Amazing content as usual! Really helpful ! Great work Ankur !!
Hi Ankur,
Nice video.
Everything cleared.
I have 1 doubt.
Today I am earning 25k pm & planning to invest 5k pm in sip.
Lets say 3k in index, 1k in mid, 1k in flexi cap, step up by 10 %
But after 5 years I hopefully will be having 1 lakh pm job.
Then how can I edit my existing 5k investment to 20k or 30k or 40k pm?
Today I started investing in Quant Small Cap (3k) and Mid Cap MF (1K). Am I right? Is my choice right?
Sip or one time?
Looks like sip, good choice
Thank you Sir. You have explained so precisely about hybrid mutual fund (aggressive and conservative funds). This has helped me think beyond FD returns.
Thank you 🙏 , one request, Background music is not required while you are explaining things it's bit disturbing
I agree 👍
Summarizing the alternatives to Small Cap Mutual Funds based on investor risk taking capacity - Flexi Cap, Multi Cap, Large & Mid Cap, Value Funds, Hybrid (Aggressive / Conservative) Mutual Funds.
In COVID small cap fell 35%= (405-258)/405
Hybrid fund fell 23%= (276-210)/276 which is also huge
Ankur sir , please correct me if I am wrong. 🙏🙏
It is still far less than how stock market or small cap funds slumped.
Sir, please make a video on SIP, how to buy SIP.
Amazing sir you're explanation is on point
I just made 10 cr by trading with proper risk management and proper psychology. Ab woh paisa investing saalu karunga. Trading ak paisa chapne ka jariya hai If you have skill about it and investing mein wealth creation ka machine hai ☺
Phir bhi ek jhopdi me reh raha hai? Ab tak toh ek villa le Lena chahiye tha.
Risk hai toh Ishk hai ❤😂
Thanks for this informative video
Thank you so much for this video sir Ankur Warikoo
I learnt a lot from
It ☺️
I need some suggestions from ur side...I have been investing in mutual from April' 24 to till date with a minimum amount of rupees 500 of each fund. These are the details of mutual funds below:-
A. Parag pareikh
B. SBI contra Direct plan Growth
C. ICICI prudential Large and Mid Cap Direct
D. Motilal Oswal Midcap Fund Direct Growth
E Tata small cap fund Direct Growth
F. Nippon India Multi Cap fund Direct Growth
I think I should do this for at least 20 years... or should I invest in some other mutual fund.
I need suggestions from you regarding this because I am still a beginner investor...
Wrong choices
Thanku u sir for teaching us a valueable lesson ❤
Hi sir DSP nifty 50 next index fund me long term matlab 27 yrs ke liye investment sip kar rahaa hu kya ye sahi hai please bataye ji
Nice to Digest things of Stock market, well done Ankurji..
You are Digest.. Best wishes for future journey.. 🙏🙏
Great advice!!!!
Hats off sir.. Beautifully explained... Thank u sir..
Simply wow 😮 today my thinking is definitely changed about MF..Sahi hai 😊❤
Just I want to know your side is it better to start SIP in HDFC defence fund and Motilal Oswal defence index fund for long term
Truly useful sir.
I have gone through most of your videos and they are really helpful. However, I didn't find your videos covering following topics related to brokers. I request you to enlighten us on following points:-
1. Is brokers like zerodha safe to buy stocks?
2.what happens if brokers go bankrupt?
3. What happen to our stocks when we buy them through brokers are the holding ir or is stored somewhere else? If so where are they stored and how safe are they? Can we clam the purchased share if brokers shut down?
4.if brokers go bankrupt how to claim our stocks and related documents as the website and apps of the same broker might not work?
3. Is there any other risk involved related to investors being deceived?
You taught us so much about investing and we are thankful to you. Kindly make a video to clear my confusion on above noted queries.
Great knowledge, thanks to explain everything
You are the superb one
Best etf konsa hai ? jo 30-35 % cagr return deta rahe
Somehow I missed this little gem, thanks Ankur
How to make career in stock market ? like in investing or trading
Trading POV: You have learn about the markets and the candlestick after learning, better to do paper trading.
Then you got good knowledge you will get good enough money daily*
Investor POV:Accumulate the money and stay invested in equity markets like stocks,mfs
In stocks you have to fundamentals and technical analysis
Otherwise go with mutual funds for atleast 3-5 years 😊👍🏻
Quality talk
Hello 👋 sir
I know aap is type ke topic pe baat nahi krte hain but ..
I'm just a 20yr old girl and i just need advice
Bcz mai confuse ho chuki ab aage kya kron ..
Actually mai ek pcb background student hoon and mai neet ke liye prepare kr rhi thi our neet 2024 ka result scam ho chuka hai mere life ke 3 yr allready brbaad ho chuke hai ab kya kron kidhr jaon kuch smjh ní
Bcz parents fee pay krne ko raazi nahi hain
I just request u sir ye sirf mere sath nahi desh ke 25lac student ke sath hua
Please 🙏🙏🥺 mai sirf sirf aap se advice maag rhi
In this type of scenario, I prefer Contra type of funds where undervalued stocks are bought by fund managers.
Thanks Ankur, you didn't mention momentum investing in large/midcaps
What do you think about smallcap index funds? Kindly share your opinion. Thanks
Sir I have hdfc at 1530, wipro at 484, IOCL at 451, Ashok Leyland at 174, I am doing investment for retirement. Are they worth holding.
I suggest Wipro is the best. ITC = WIPRO
This was very informative video on small cap,learnt a lot thanks
The best video on stock market 🤍
I want some advice.....
My stipend is around 55k and my annual clg fees is 1.25 lakhs
Should I.....?
1) Save 10k per month for 12 months (may be as RD)
OR
2) Bulk save in the last 2-3 months (invest initially for 9-10 months and then stop investing and save for fees in the last 2-3 months)
Jo bhi aapne suggest kiya us product k etf me jae ya sip hi kare??
Please suggest
Why not to invest in high performing mutual funds (3yr CAGR > 40%) for a min period of 3 years and keep switching over the years?
What’s the advantage of sticking to one mutual fund for 15 years over the above strategy?
Investing in high-performing mutual funds and frequently switching may seem appealing, but it comes with risks:
Performance Variability: Past performance is not indicative of future results. High returns may not sustain.
Transaction Costs: Frequent switching incurs fees and taxes, reducing overall returns.
Market Timing Risk: It's challenging to consistently choose top-performing funds, leading to potential losses.
Sticking to one mutual fund for 15 years offers:
Compounding: Long-term investments benefit from compound growth.
Lower Costs: Reduced transaction fees and taxes.
Stability: Less stress and better management of market fluctuations.
Thus, a long-term approach generally provides more stable and reliable growth.
Please make a video on multi-asset fund like equity, gold, real-estate, crude oil, debt and cryptocurrency etc 😊
An excellent video.
What about HDFC balanced advantage fund, BANDHAN nifty alpha 50 index fund and UTI nifty 200 momentum 30 fund?
@warikoo
In recent days, the most effective video
Smallcase is better' way to investing
Excellent way to teach anyone.. Ankur Sir 👌
Sir ur doing a great work teaching us🙏❤️
Last 5 year due to covid market at bottom and recovered it so 5 year CAGR is good but it sustain it possibility is law.
@warikoo: hello sir, im planning to invest 12k everymonth in SIPs, so i shortlisted below caps and its distribution mentioned below.
Icici bluechip large cap - 1250
Quant midcap - 1500
Tata small cap - 1250
Icici nifty index fund - 3250
Sbi gold fund - 1000
Sbi hybrid equity - 750
Sbi conservative - 750
Any changes i need to do here.
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Good but Its also depend in what age we investing. I invest my maximum amount in small cap at age 28. After 15 yr i will shifted stable funds like hybrid and large cap.
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please NOTIC ALL investor: Sir ji nifty bees kal 501 per band hua ha or aaj be nifty bees 502 per hi band hua ha. Jab ki nifty bank 2200 ank Upar closing Diye😮 Aisa Kyon Hua Hai Sir bataiye?
Same in mid cap bees... When crash then it ends in positive but today market up but it ends in negative
tracking error ke wajah se hota h ye. overall return same hota h index and etf ka
Bank nifty ki baat kr rhe ho
Kyuki nifty bees nifty 50 ko track krta h naa ki bank nifty ko
GREAT INFORMATIONS, HATS OFF YOU SIR.
Hi sar me invest kar na chahti hu mutual fund me. lekin konsi app me karu or kyase karu .me to khuch vi nehi janta fast time start karna chati hu.kya se karu please sar bataye.ap ki bate sunke hame inspiration mila .me ak mahila hoke bhi khuch karna cahti hu please reply me ❤you sar.
80k loss in trading yesterday
50k loss
Aur dekho mainstream media
@@anittas224 "Godi" media...
False exit poll prediction
@@sagnik6376 😂😂😂
Mine ₹77k loss🥲
Thank you for the info sir, I have recently switched my funds to small cap, I will pivot from here to flexi or multi cap
Excellent , Thanks bro.
My small cap MFs are now showing returns of above 45% . It has been almost 3 years. Shall I book my profits and wait till market correction to invest again?
For that study little about americas economy then you can take decision wisely
Hello sir
My dad is going to retire in May 2025. He will get aprox 20L-25L as PF and gratuity.
How should he invest his money, how to invest, where to invest. Shall we keep in bank.
Please guide.
You can put 70% in midcap and 30% in small cap for atleast 3 years.
@akshaybhosale1996 if this money from your dad's retirement is all that he has to live on and he has no other funds/assets then you need to keep this money in the least risky places. In that situation putting most of the money in fixed deposits is probably the safest and the rest in some safer investments like government bonds and/or maybe gold. Equity and stocks might be too risky for him post retirement.
On the other hand if your dad has other funds/assets which will take care of his expenses and this 20-25l is just an extra that he has, then you can look to invest it in stocks, mutual funds, etc. But please consult a professional expert before taking any final decision.
Thanks for such wonderful suggestion. He will get a regular pension and i am also wotking so not need that money right now. So we think to invest in safe.@@Sarkartraining
It's depends on your risk appetite.
If you don't want much risk, keep some percentage in fd and sip into index
For retirees SCSS - Senior Citizen Saving Scheme is good option, gives quarterly interest @ 8.2% for max investment limit of 30 lacs for individual and 60 lacs for joint ie. with spouse.
you should have added balanced advantage funds or dynamic asset allocation funds which is best for lumpsum investment
Hello @ankur warikoo sir. have a doubt. Is there a centralized database that we can refer to know which mutual funds offer automatic dividend reinvestment or investors have to manage the dividend themselves? Cuz it's been a year since I started investing and it just clicked my mind that how would compounding actually work for the funds I have invested in if I am not touching the dividend.
Sir, please do a comparative video on quant mutual funds, can we rely on them for wealth creation in long term?
Good asa hi our banaey
please make videos on smart beta index funds
Thank you
Very informative video really nice
4 jun ko invest kiya 12 % return 15 days me small mid cap
Sir, could you please guide me to where I can invest in share market and which one is best stock..
I have little Amount 2 lakh only.
Please guide me
How to adjust MF according to changing economical scenarios. Like i have small cap MF so since we need to decrease investment in this sector, so do we just stop it and start sip in another sector or we also need to withdraw the amount from small cal and invest in another one
Best video that I have seen..❤❤
As a student how can I manage the theme of investing and be financially independent at an early age.
Sir What will be more beneficial....lic child policy or sip in mid cap and small cap in long term...if sip stop period 15yrs....sale period ,20 to 25 yrs..
Another thing if i reduce my home loan emi by increasing tenure of it and start a sip large and mid cap...is that possible or beneficial.Right now can't afford step up sip.
pls advise
sir, what is your opinion on ETF and specially ETF’s related to NIFTY?
You didn't mention multi asset funds which are very stable and better than BAF.
As I am investing one active small cap fund since last 5 years, (9% of my overall portfolio) Is it a good idea to increase my small cap investment with any Small cap Index fund? or should I use an active fund?
Pls Make comparisons on Nippon india small cap Vs Quant small cap Vs Bandhan small cap..... Which Small cap is best for long term investment for 2024 ??
BANDHAN IS BEST .
Ankur Sir pls make some videos on US stocks. We want a separate video on VOO vs VOOG vs VOOV and also vs NASDAQ. It is hard to invest without proper knowledge. In your earlier videos you said to invest in Vanguard. But in which vanguard should I invest? Is it VOO or VOOG or VOOV. Pls make a separate video sir. I searched in TH-cam many times, there isn't a single video about this topic. You just got a new topic. Pls sir make a new video. After your clarification I will invest. All procedure is completed in INDmoney. I just need to make sure in which Vanguard or NASDAQ should I invest. Pls sir. Thank u. Love from Kolkata.
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+1737.
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As we are promoting investment.
Please make a detailed video to file ITR 2 (DIY).
Hi @Ankur ,
I just saw your 9 months old video where you showed your diversified portfolio. In that you mentioned that you invest 65% in small cap.
Given the information that you're sharing in this video, have you rebalanced your portfolio now ?
How does your current allocation look like ?
Thank you for such a valuable information 😘
very interesting.
@warikoo, please make videos on factor funds
thank you for provid good knowledge
Sir Stock analysis kis app ya website se kre jaha pr correct data rahta ho because I found different data on every website
Sir ap finolgy ticker ke bare me kuch bataiye nah! Ap kiu nehi use karte! Next video just bol dijiyega mujhe janna hey!
I think you will make a video on the % of asset allocation in multicap , hybrid and flexicap