Small Case क्या है, कैसे काम करता है? - Smallcase Investment Review, Charges, Rebalancing
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- เผยแพร่เมื่อ 31 พ.ค. 2024
- Small Case क्या है? Complete Small case Investment Review with a detailed smallcase tutorial. What is small case, how a smallcase is designed, what are small case charges and fees, how small case rebalancing is done etc. Smallcase Investing Explained in hindi with a complete tutorial to make investing for beginners easy.
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Time Stamps:
00:00 - Intro
01:38 - Direct Stocks & Mutual Funds (Pros & Cons)
04:21 - What is Smallcase?
06:20 - How Smallcases are Designed?
06:46 - Small Case Charges
07:38 - Small Case Live Demo
07:54 - Small Case Zerodha Login
08:47 - Different Types of Smallcases
09:35 - Select Smallcases by Investment Strategy
11:27 - How to Invest in Smallcases?
14:23 - Rebalancing in Smallcase
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About the Video:
Beginners, while making their investment strategy and investment portfolio, often get confused as to which stocks to pick and how much returns they’ll get from their portfolio. Sometime they get stuck between the dilemma of investing in direct stocks or through mutual funds. Not everyone has the time and effort and expertise of identifying good stocks from bad. Mutual funds also aren’t the perfect solution for someone who does not want to pay high fees, expense ratios and entry & exit loads. Thus, in all this comes Small case to play out its vital part in making investment for beginners easy. We have already spoken about the top 5 Smallcases like Smallcase Equity and Gold, Smallcase top 100 Stocks, Smallcase Global Opportunities, etc.
Today we’ll take more elaborately on what is Small case? What is Smallcase Rebalance, what are smallcase charges or smallcase fees, etc. We’ll also talk about the pros and cons of investing directly into stocks or mutual funds and how is smallcase different, i.e., smallcase vs mutual funds. Let’s also understand how people can start investing through Small case and how different smallcase cagr are running faster than mutual fund and direct stocks returns. The problem of building a good investment portfolio is strategically solved by smallcase to target better returns. Let’s understand how.
In this video, we have explained:
1. What is Small case?
2. Small case investment strategy
3. Smallcase kaise use kare?
4. How to Invest in small case?
5. Which smallcase to invest in?
6. Pros and Cons of Investing in Direct Stocks.
7. Pros and Cons of Investing Through Mutual Funds
8. Pros and Cons of investing through Smallcase
9. What are small fees and charges?
10. How does smallcase rebalancing work?
11. How are smallcases designed?
12. How to make investment portfolio?
13. How to start investing for beginners?
14. Live Smallcase Tutorial.
15. Smallcase investment review.
16. How to make Smallcase Investment Strategy?
17. Smallcase Demo.
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#smallcase #smallcaseinvestmentreview #smallcasebyzerodha
Friends, some of you have shown a concern that Mutual Funds are shown in negative light in the video and that limitations of Smallcases were missing in the video. That was certainly not the intention. The intention of this video is to make people aware about Smallcase, another good option for equity investments and do a tutorial around that. Mutual Funds definitely have good use case for a lot of people. We will do a more detailed comparison in an upcoming video.
Thanks Mukul ji for all your sincere efforts. Keep up the good work 👍
why not buy small cap MF , its given huge returns Last year n before also, im starting Nippon SCap @20 2012,13 around,, now 75 Nav, easily Sip
stock specific, we monitor daily with news , price action, lots of mind puzzle..
Mf given best returns if u hv good mf, compare to stock basket
MF gave best returns. You are quoting that MF does not beat Nifty returns which is completely false. If you want to promote Smallcases you do it, no issue. But don't share false info and misguide people.
Mahendraji, generally MFs include dividends in their returns whereas Nifty index only captures share price movement.
Buying mutual fund charges approx 1.5% pa while in small case subscription charges, buying & selling charges, rebalancing selling and buying charges.
Also STCG will be applicable.
Aur small case me sip kare to har sip payment pe charges dene hoge ya one time he.
Please if you explain it will be helpful is this costlier for small investor who does sip.
My exp with smallcase - As a low income person, I was looking for a smallcase below 500₹. I found one amd bought it. Then I came to know that they charge 200₹ extra per transaction.. so each smallcase txn cost me 700 per month.. plus while selling I paid fixed NSDL charges on per scrip per day basis. (18.50₹ * 6 shares) + 3-5 ₹ brokerage
If I would have started a MF SIP of 500 ₹ even after paying 1% expense ratio, I would have made much more in return.
Conclusion: smallcase is just another "fad" and not suitable for small investors
Absolutely correct, Thanks for sharing your experience. We can easily go for MF rather such things.
Yes small case is good for a lumpsum amount for long term growth. Then also there will be extra expenses for each rebalance update.
But in that case the ROI will be significantly high. So, only for a lumpsum of minimum 50k to 1 lakh its good. Otherwise not.
Blanec clear
@@amartyamukherji6314 sir can we do sip of rs 5000 per month for 3 year will it be good
This is the reason I never choose or recommend to peoples of small case.
Mutual are much better.
Happy teacher's day Sir..apse bahuch seekhte hain 🎉🎉🎉
I am extremely happy that you spoke about it clearly.
(Charges) nobody didn't even bother to talk about it in their videos.
Even if the video is sponsored you spoke about charges.
You gained respect....
Respect+++
Smallcase is one of the best invention I would say! Pretty easy to check and use!
Thank you sir aap ne sare doubt clear kar diye best video ❤❤
Crisp, to the point and exceptionally informative videos. Brilliant work 👍
Bahut achchha Sir ji..
I am the Subscriber of this channel now
Very nicely explained. Many thanks
I see this idea of small case being professed by everyone on youtube these days. But I still could not figure out why these are better options than mutual fund.
Just because it consistently beat the index fund in last 3 years or is it because people just investing in it because of FOMO.
I have few questions regarding all these and please try to explain them with data in the upcoming video.
1. Small cases are way more expensive than mutual fund. A mutual fund charges 1% at max if you go through direct investment while for small case we have to pay 6000 which is 1% of 600000. So the investment does not make any sense if we want to start low.
If I want to invest 50k the expense ration becomes 12% and if it does not earn a min of 18% considering inflation the money is a sheer Waste. Bottom line you need more and more money so that the expense ration comes down.
2. Most of the rebalancing will account for short term gain/loss making it a costly business and cutting down my profits.
3. A simple index fund return of 13% can give you more profit if you are a small investor than a small case.
4. Who is managing my money is not clear. We only know about the fund house and not the managers in case of small case. While we can do a deep study about fund house manager and understand his was of investing in mutual fund.
5. People calling it that we do not have visibility about which stocks are there in portfolio. Mutual fund declarations can be read and in case of small case I do not understand what is the use of visibility when I am not doing research. It is just that I can look at stocks without any idea and analysis.
I am not a great investor but have just started my journey. And I found these as fundamental problems with small case. Please help me in clarifications as I want to understand it in better way.
Really you are correct 💯
You nailed it bro!!!
Only one simple suggestion you could expand point 2 with tax implications because of short term gain.
You are an amazing teacher sir, plz continue the efforts..
Thank you for such a informative video... 👍👍👍🙏
So far the best video on small case thx sir
Wonderful explanation!!!
Thank you sir very valuable insight of smallcase dene ke liye.
There are 2-3 youtubers I trust. Asset yogi is one of them.
A beginner video of smallcase I was searching for, I open asset yogi.,and there it is. Simple, beautiful and informative like other videos of him. Thanks Mukul sir.
Glad I could help
Thank you sir for nice explanation🙏
Amazing gyan sirji
Another masterpiece Sir❤. Assuming if I buy a small case, which contains approximately 10 stocks. But I sell one of them completely, after few days. How will the rebalancing happen with the next update?
Excellent Sirji.....❤❤
Thank u sir u hv given valuable information about smallcase investors
Thankyou sir best explane
really helpful for me I used tejimandi but finally and internally it uses smallcase
I hv seen u r all videos very informative.....
Thank you Mukul Sir 👍👍👍
Sir.. Do you recommend ET Money Genius? Please comment which one would be better - SmallCase or ETM Genius?
स्माल केस🤔🤔,बहुत ही अच्छा वीडियो मुकुल जी😊😊👌👌🇮🇳🇮🇳🙏🙏
Thankyou, nice explanation
You are real Master of Finance
This is channel where i can recommend to any one the simplicity and honesty i loved it 🤟❤️✨
Wow, thank you!
Good knowledge
Thank you for detail info
Excellent video sir.👍
Thank you Sir :)
I wonder if we can get a small case from Asset Yogi as well! :)
Very informative Video Sir
Maza aagya sir Ji 🐭❤️❤️
Thanks a lot sir for clearing the doubts...
Keep watching
Sir September month me smallcase ke charges kuch change hue h..ek new video is par full detail video banaiye investment ko lekar confusion ho Raha h
.😂😂❤❤
Bhut hi jaruri baat bata rhe hai
I will stick to index fund ❤
But thanks for making informative video.
Very well explained. Loved it. Thanks
Glad you liked it
Very well presented sir. It covers many aspects and a beginner's querries are already answered in the video! Also it adds to knowledge for those who are seeking new avenues for investment.
Thanks for coming up with this Gem. Keep growing in this field and be guiding light.
Stay blessed
Thanks a ton
Great video sir
Thank you...must awaited information.
Welcome
Very nice n helpful video,can you share a video of how to create our own small case ,
This is very informative video. I am curious to know more about small case. Thank you 😊
✅☝🏻✍️
Bhut kubh guru ji dahnyabadh 👌👍
Very beautifully explained...Thanks a ton...
Most welcome 😊
Sir great info & efforts
Thank you Sir for detailed explanation 👏🏻👍🏻
Always welcome
Thanks Mukul...
Just wanted to know, can we exit it at any instance? For example: if I see my profit is good, can I exit and take my money out?
One of best video on small case. Superb 👍👍
Thanks.
Kudos to you and your team. Really appreciate your effort and core knowledge.
Thanks
Always ur explanation good and more useful.. thank you very much.. Jeeva from Tamilnadu.
Thank you so much 🙂
Incredible information...thank sir.
Most welcome
Wow Sir
That's Great
Sir u explain very well.....!
Simply perfect.
Keep watching
💐 धन्यवाद, धन्यवाद, धन्यवाद.....👍
Wonderful , mind-blowing explain
Thank you so much
thank you sir for detail brackup
Best wishes AY😍
Thank you Sir for excellent explanations.
Thanks Sujan
Very well explained 👌 thanks a lot
Most welcome 😊
Please share video over GRIP investment product. Thanks
Good information 👍👍 Aap Bhuat he Details Jaankari Deyein hain Dhyabaad Sir 🙏🙏
Most welcome Pradeep.
Outstanding explanation...... Hamesha Jaise....
Thanks a lot
Thank you this video is very helpful 🎉🎉🎉🎉
Glad it was helpful!
Very comprehensive video ❤️
Glad you liked it
Is this possible to invest for one time here instead of sip pl?
Very nice.
One info regarding Beta component how is it effective in stocks and small cap ..pl advice.and explain about Beta component..Thanks ...
Very very informative video . Thanku sir🙏🙏🙏🙏
Most welcome
Very important information 👌👌👍
Very helpful sir, thank you❤️
Keep learning :)
Hiii Sir, mujhe aap ke bolne ka style bahuttt pasand aata hai..... I Love You ❤️
God Bless You...
Smallcase is love 😍
Great work sirji 🙏🙏🙏
Thanks
THANK YOU
MUKUL SIR.
🙏🏼🙏🏼🙏🏼
Hope you like this video :)
Very informative lecture Thanks
You are welcome
great vdo sir, it was needed....
Hope it's helpful Naman :)
@@AssetYogidemat account band(1hi demat use karte hai aur 3 4 kholke rkhe hai ) karne main bahut dikkat hoti hai
ese aasan banane ke liye aap logoki madat kare
Very helpful video sir g 🙏 thank you
Thank you Pramod.
How to launch our Smallcase publically like Windmill Capital? Which are the requirement to do that?
Please tell me about green energy portfolio in smallcase, is that good or not
While rebalancing we need buy and sell as per small case suggestions, then we need to pay brockrage charge to zerodha or groww etc.. its an extra cost again.
Incase of mutual fund the fund manager also do rebalancing.
Can you explain charges more clearly including rebalancing.
Well explained air
Very good analysis
How do we do the accounting of these smallcase investments - since the buying and selling happens in small quantities, accounting becomes a challenge
Waiting for it .. Thank you sir
Always welcome
Thank you so much sir 👍... best wishes to AY
Most welcome and thank you :)
@@AssetYogi Parag Abhyankar ki comments ka to replay karo sir ji....
Smallcase or Mutual fund!!! 😀😀
Paid TH-camrs 😂😂😂
Very good information Sir.thank u
Welcome
Thanks now I want to shift my investment to small case
I will share my view after 6 months
Thanks 🙏🏻 😊
how was your experience sir? i am thinking about start investing with smallcase
I think fees of Rs 6000/- should be reduced to 50% so that more people can subscribe and benefit the masses moreover small case as company will have more cuatomera and more revenue.
I appreciate the fund managers time and knowledge to make such small cases but once its made they just need to review and send updates for rebalancing its been subscribed by so many people so cost reduction is justifiable
Very Very Informative Session👏
Glad you liked it
Excellent explain , great 👍👍
Thanks
Thank you sir
Request you to make videos on detailing rebalancing so tht we can minimize and aviod unnecessary cost.....
Good knowledge sir
Valueable video
Thank u for valuable information bro.
Welcome
HELLO Sir
grpwth & income me one time paise add karne honge right ,,
but how to calculate 5 yr 24 % rtio so how i m earn after 5 years to calculate plz explain,,
Very good news sir