My Thoughts on Small Cap & Mid Cap Fund SIPs! | Parimal Ade
ฝัง
- เผยแพร่เมื่อ 9 ก.พ. 2025
- #SmallCapFunds #MidCapFunds #SIPS #ParimalAde #InvestmentStrategies #FinancialEducation #WealthBuilding #MutualFunds #SmartInvesting #marketinsights
Are you worried about your SIPs after S. Naren's recent advice to stop them? In this video, we break down his caution on small and mid-cap funds and what it means for your investments. Learn how to navigate market cycles, assess valuations, and decide whether to continue your SIPs. Stay informed and invest wisely-watch now!
Yadnya's Model Portfolios: investyadnya.i...
Yadnya's Stock-O-Meter Plus Subscription : investyadnya.i...
Yadnya's Portfolio Tracker : investyadnya.i...
Yadnya Shorts TH-cam Channel Link : / @investyadnyashorts3050
LEGAL DISCLAIMER:
Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.
Market takes money from impatient investors and give it to the patient investors😊
Warren Buffett
They definitely can offer higher growth, but remember, higher growth comes with higher risk. Small and mid-cap companies are generally more volatile than large-cap companies
They're more susceptible to market fluctuations and economic downturns. So, you need to have a higher risk tolerance if you're investing in these funds.
Diversification is key. Don't put all your eggs in one basket. Mix small and mid-cap funds with large-cap funds and other asset classes like bonds or gold
And within the small and mid-cap space, diversify across different funds. Don't just pick one fund and hope for the best. Spread your investments across a few well-managed funds
Yeah Look at the fund's track record, but remember that past performance is not indicative of future results, Look at the fund manager's experience and the fund's expense ratio, And pay attention to the fund's investment strategy. What kind of companies do they invest in? Do they align with your investment goals?
It can be overwhelming. That's why it's helpful to talk to a financial advisor. They can help you understand your risk tolerance and recommend funds that are appropriate for your situation, And they can help you create a portfolio that's diversified across different asset classes and fund styles. It's about finding the right balance of risk and reward.
Parimal sir..aap rational baat karte ho..salute you sir..
Its best time to accumulate more and more in mutual..
Mr Naren is absolutely correct ...People if not cautious will come to street
These small videos from satsangs are very very very helpful
But Please Pause investing 💰 Now Untill Trump is Stable
@Star-ds4sd it would be really stupid if one stop investing now. Market correction/falls are best time to accumulate. If I believe that nifty would be 50000 in next 5 years then why would I not invest at 23000, 22000, 20000 level?
@manikmodgil9398 PAUSE For Trump Stability even Unfortunately ICICI Guy has Said
@manikmodgil9398 Hope he Doesn't Lose his Job
The message at the end about pessimism needs to be heard by every single investor & fund manager.
Mr Naren Categorycally expressed that. If u are doing your SIP in such high valuations , even after 10 yrs of SIP you may get negative or less returns. He suggested it is better to shift from small and midcaps to Largecap, flexicap and Hybrid funds. Otherwise you may have to continue SIP for 20 years.
Pause SIP or Anything for Now
@@Star-ds4sd
I have stopped SIPs to small and mid caps. Allocated to flexicap and Hybrid funds
@sanjivbehera5558 Me Stop before Jan except Trump 😤 Trumpet
How much is the probability of getting less or negative returns from small caps after investing for 10 years?
Best explanation ❤
Parimal ji thanks for information and analysis. You are working hard conveying the facts in different ways, but some category of people with little knowledge cannot understand the crux of the issue of investing
Thank you parimal Sir
Respect for Mr.Naren view & depth of his view is misunderstood
Diversification and patience for sure !
King has already spoken candidly, so no point of further dissection. Read the mint article, ignore rest and take your own decision.
Exactly sir.. if Mr. Naren is correct then his fund should close one time investment like tata n nippon.. but they didn't..portfolio will go on only basis of earning of companies. .
His mid and smallcap funds have stopped lumpsum investments just like tata and nippon. They stopped it 6 months back!
Thank you for the information sir
Mr. Naren Spoke the truth
For First time.. I like your analysis...
I have 60% large, 15% mid, 15%, etf 10%. Feeling cool
If market is at really *over valued* state,
*Darna Jaroori Hai Sir !* 😊
nice example of Rs 25 crores portfolio decreasing by Rs 2 crores
Am sure 90% of all viewers would be having much more than that
Mr. Naren spoke the truth but by mistake. Galti se sach bol diya. It's a complete harakiri. Ab sarey Fund houses aur AMC wale ka pol khol ho gaya 😂 Everyone panicking and running like cockroaches under baygon spray. The attempt to backpedalling is hilarious and absolutely futile. The damage is already done.
what did he say? Can you point to the news article or video?
Motilal defence, momentum fund ne to lal kar diya
I am happy market is going down continuously, buying quality stocks at such rates are very rare and may never come again.
😅😅😊😅#;😅😊
Video has been taken down 😂
SOME CHANNELS INCLUDING YOU GIVE US THE POWER TO HOLD GOOD STOCKS IN SUCH MARKET CONDITION.
Pausing SIP etc Untill Trump is Stable
Liquidity driven rally will burst very badly now
Good afternoon sir
Sir kya large caps nahi girenge. Saari FII ki bikwaali large caps me hui, ye to retail ne abhi tak small mid cap ko sambhaal ke rakhaa thaa
Its better to get into passive funds and stay invested for longest of times then buying active fund and comparing every year and find no no i have got into wrong fund. Let me redeem and get into new and highest performing fund and this vicious cycle goes on every year. AMC who charge Expense Ration get their share of flesh rotationally one year after the another and average investor is scamed.
Switching from vasant moneyswari to piramal sir🎉
Parimal*
In 10 years period unlikely that SIP in Indian market will give less returns than debt or gold
ekdam perfect narain sir apna trp badhane ke liye ye kiya hai .
He was shameless marketing his recently launched funds on a novel talk event. Scam bro scam, bigger the scam you can do the richer you will be. To become rich first criteria is to be not a good human being.
As of now, there is no light at end of tunnel , stock market seems cave now
Mr Naren was just marketing his recently launched schemes. Many things that he said are known to everyone.
Sir thinking about retirement but seeing the market trends , now I have to deffered my retirement plan, Yeh 9 to 5 kab chodega muje
8:15 but are we sure that economy will grow?
Don’t worry, these are just cycles, also known as Dows theory..
Do you have any other options to invest your money?
Are you absolutely sure we all be alive tomorrow or the day after or next year? I rest my case.
I think Naren would be fired in few days or forced to give his resignation!!
Sirji Idfcfirst bank..... Hdfc kab banega?
kya hua iske tgt ka?
Aapko Sebi ka chairman post dena chaiye.. you know the pain of retailers..
I keep more than 90% in smallcap and midcap in mutual funds . I made investments in ULIPs which invest in flextcap/ largecap. These were later switched to money market funds since June 24. Apart from these I invest in multiassets for swp purpose in resident family members. Also, I invested in fixed deposits with monthly payout which could be more than 2.5 times of my house hold expensee but will not cover higher education of kids. I have rental income from 2 properties around 30k per month.
I have a home loana and gold loans. I am an NRI. My investment horizon in minimum 7 plus years or even more than 10 years
I think my strategy is safe. What is your comment on my strategy.
I think better take appointment with Parimal sir ....Your strategy has some glitches.....They are very good with personal finance advise....😊
Which small and mid-caps are you investing in ?
How to fix appointment? Is it chargable?
Due to heavy risk involved due to smallcap/ midcap exposure, I invest in many funds like axis, boi, canara, dsp, elelweiss, nippon, sbi, tata, hsbc, hdfc etc. This may not support Parimal sirs strstegy bcz too many funds. I do the same to avoid any possible liquidity issue from fund house
Ease my trip - you pick is down 60 percent
Loss me dont sell profit me ha to sell
HUGE CRASH COMMING 🛑⛔ ON MID & SMALL CAP , STILL HIGHLY OVERVALUED ⛔🛑‼️🚫
Hi Team yadnya, thanks for sharing your wisdom and knowledge. Helpful. I watch most of the videos and satsangs. These are repeat videos, snippets from long video. Doesn’t add new value. I would suggest you guys to create shorts or a separate channel to share these clips to better structure content addressing specific questions 😊
“Pessimism create karke wise investor nahi bante” …… yeh toh prabhachan hai ….. shorts aana chahiye
I'm thinking to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio. I'm seeking to invest $380K across several stock markets but don't know where to start
Based on personal experience, it's advisable to work with an investment advisor. A financial advisor can provide valuable insights and help ensure that your investment portfolios are aligned with your long-term financial goals. They have the expertise to navigate through market fluctuations and make informed decisions
I will be happy to receive assistance and glad to have someone help me, but how can one spot a reputable one?
There are many independent advisors to choose from. My financial adviser is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Thank you for this tip, it was easy to find your coach by just googling his full name and his credentials shows up immediately. Based on his résumé, he appears to possess a high level of proficiency, and I am grateful for the opportunity to work with such an elite
Don’t just always say long term SIP is better that all knows, talk more on macro economics, How India will grow in comparison with US and china etc. people should understand macro economics to continue investing in India. If you can provide that confidence to investors that would be great. Many people think India growth story is not that great with GDP slowness and high LTCG, STCG and corporate earnings are not good.
large cap ka result acha aa rha h nhi aur largecap mai invest kre investor hi bewakuff h
उगाच पांढरा नाही झालो
Who is phrasal ade other than making videos on youtube ,, Narain sir having tons of experience handling people's money tried to warn retail investors and this guy just trying making fool him by giving his unnecessary suggestions
Retailers trapped drastically worst markets
When the markets were going up, retailers were the most happy, isn't it?
sir retail people doesn't have money to average
Not averaging, continue sip way.
Agreed, Narendra bakwaas karke chala gaya.
People are already panicking and Mr Naren should retire now😅
SIP wale agle 5 saal Rone wale hai.
Sir mera to 100% hi small me he
10 yrs tak ye paisa nahi chahiye then rahene do ... achha corpus hoga...
Absolutely wrong way of doing investment
If you are below 35 and have low liabilities then Congratulations you have taken the right decision but don't exit until the fundamentals are weak
Bhai tum bahut Ameer hone wale ho ❤
@@John-tv6dz I Am below 35 father of 2 children left the job last year Jan that I will do something in the mkt but till now not that much improvement by the way 10lac 25% invested 75% holding cash....let's see ....thank you
Dont sell small cap share ek din boom karega wait and watch
सर तुमच्या विश्लेषण ठाणे मार्गदर्शन मध्ये खूप जेनेयुनेस जाणवतो
Naren sir poora india ko hilaake rakhdiya ek video se😂😂😂.....Everywhere the same discussion😂😂
BJP win or loss in election is temporary but Indian market fall is permanent.
Sorry , it's Not Panic IT'S Real 😮 Real Answer is PAUSE for Now Due to " Trump "
Why so aggressive today?
Knowledgeable content as always, I have incurred so many losses trading on my own....I'm new to trading, How can I make more profitable investments in the trading field without incurring much losses?
Please go and sleep 😂,and don't spread fake message,now 12 -13 message come sab mile hua hain 😂
Guru Ji Modi ka Googly 😂 Shameless
Spoons of the Chanel