Ask Basant: HDFC vs. IDFC vs. Indusind & Other Stocks?
ฝัง
- เผยแพร่เมื่อ 20 มิ.ย. 2024
- IDFC Bank grows faster than IndusInd while IndusInd grows faster than HDFC Bank but the balance sheet of HDFC Bank is the best. What should an investor do?
This along with other queries forms today’s crux of ‘Ask Basant’.
Listen to know all this and more:
0:00 Intro
0:11 Best 3 Banks In Banking Sector
0:33 KOTAK MAHINDRA BANK
0:48 HDFC BANK
1:00 Mutual Fund Portfolio Allocation
2:10 HDFC BANK Fundamental
2:20 IDFC FIRST BANK
3:31 INDUSIND BANK
3:41 IDFC FIRST ROE Expansion
4:47 IDFC FIRST BANK Vs HDFC BANK
6:37 My Opinion of Better Bank?
7:52 Better Mutual Funds 5k Investment For 30 Years
10:11 NRI Investment Queries
11:34 BM SMALLCASE
12:22 Is It The Right Time To Concentrate on My Portfolio 40 Stocks Or 20 Stocks
13:13 SKF, TIMKEN INDIA
14:28 Diversified Portfolio
17:35 Can Invest Promoter Buying Share?
19:10 Can Shift Mutual Fund 10 Lakh Invest In BM FOCUSED SMALLCAP
20:21 How To Develop Staying Power?
21:53 15% Growth 6% Inflation?
22:50 Shout Out
22:39 65% Invest In INFOSYS
24:39 Terrorist Attack In CDSL& BSE Office?
26:35 NIVIDIA
28:36 GLOBAL-E-ONLINE & DATADOT
29:27 TITAN Share Still Hold Now
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It's crazy what the economic outlook looks like. Early stages of a recession, layoffs, people leaving, because we're tired. I wonder what the economy would morph into. Has anybody been making any profits from the market in the current economic market? My money isn't even safe in the bank. What's next? Please, anybody with tips on how I can get started in the stock market, I'll appreciate.
Concentrate on two main objectives. First, keep yourself safe by knowing when to sell stocks in order to limit losses and maximize gains. Second, get ready to benefit from market changes. I advise consulting a CFP or other professional for advice.
I remember when I was dropped from Airbnb a couple years ago. I dusted off and moved on. Running a health tech startup now, and making the equivalent of my six-figure annual salary in months from the market. I outsource the investing part, and focus on my startup. Every disappointment is a blessing.
@@hushbash2989 No, I don't use firms as wealth managers. Their large bureaucracies don't enable good returns. I use individual wealth managers who have a proven track record. So you could check out a couple. I personally work with Eleanor Annette Eckhaus.
@@bsetdays6784 She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing
ंऔंंऔ
Sreenivas Nooka Marine Engineer from Hyderabad. Basant Sir, the best thing about your videos is we can also listen to it on Audio mode specifically while driving a car as your content is pure knowledge and no gimmicks or graphs... Thank you so much Sir.. 🙏🙏
That's what I also do
It's sidhi bat no bakwas 😂
Good Evening Sir!
My name is Vishnu, I am a CA Final Student from Kerala.
I see you like a fatherly figure and its really lovely hearing you everyday, wish I could meet and seek your blessings someday. Watching your videos post market hours is the most enjoyable routine I have had in a while.
The question I have is that you always mention that one neednt book profit in a stock if it is growing, but what if the rate of growth slows down? Having identified multibaggers like page early on, what led you book profits on such stocks, is it because of better opportunities or due to company specific growth concerns?
Hello Basant Ji, it's Sanjay Kumar, an early subscriber of yours from Bangalore. I wanted to express that you possess tremendous enthusiasm and positive vibes. I'm delighted to know that your loved ones have the privilege of having such a wise individual in their midst; undoubtedly, they must be filled with pride for you.
Loved the First section on Banks. Entertaining and Insightful !!
Sir 10 laks ka portfolio h 20 stocks ka par 1 bhi stock chhodne ka man nhi krta lagta h ki ye nahi ho to m miss kr jaunga iska return❤❤
Love you sir. After listening to you my confidence to be in equity for the long term is increasing .
Regards
बसंत जी, आपका बहुत सालों से शेअर मार्केट से नजदीक का वास्ता है, और आप जो भी बात करते हो स्टडी करने के बाद ही करते हो, और समझाने का तरीका भी काबिल ए तारीफ होता है,ये कोई बड़ाई नहीं है, आप तो हमारे गुरु की बात करते हो, जो हमें अच्छा लगा वो समाज में बांटों, और आप वही कर रहे हैं, धन्यवाद सरजी।
Pranaam Sir..... Ashwani here from Jammu.....
Apko chahe kitni bhi negativity mile comments section mei..... Aap kabhi rukna mat.....Small investors ko apki bahut zaroorat hai....God bless you....
--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support [at] basantmaheshwariinvesting dot com ---
Anand Rathi per apka view please
Why did not you cover AU Small Finance bank Sir?
Wonderful videos , knowledge base, sprinkled with humour and vast experience, Great sir
Hi Sir, I am Neeru you always say that people complain that you read your praises. But you have ner read my praises for you as such a positive mentor for so many of us.
Your positivity is amazing 🎉🎉.
Hope you read the SEO suggestions that I mailed.
Sir,
Its like listening to a commentary.
Excellent Sir.
The search ends here.
Genuine channel
Again excellent session. Thku so much for imparting your knowledge
Sirji, Kuch tou log kanhenge, logo ka kam hai khena. App chinta mat Karo. U R doing great job for public wealth. Don't worry!
Thank you so much for excellent insight 😊😊😊😊😊
Pooja here Negative comment -
Episode 87 in Stock Market Investment Series.
Kamse kam 3 se 4 baar apne Shalu mam ko bolte waqt bich main bole. Pure 86 Episode apko hi sun rahe the. Unko unka point of view complete karne dena tha. It's not good. Pls say sorry to Shalu mam agar aapko laga to. Ye main jab aap US main the tab hi dalne wali thi. Anyways your knowledge is tremendous I watch you regularly sir.
Honestly sir, your videos bring a lot of positivity in my life. Aap ki video ke baad lagta hai future shayad bright hoga. 😀😀
Basanth sir, I am Rudresh Kumar. I watch your video daily and your words matches my frequency of understanding. My question to you on today’s video is….
You said to a auto driver (5k monthly investment)like invest in large caps and his time was 30years, you said the companies will cross 65 to 100 times from their current market price and his corpus should grow 65 to 100times. But again for other people who share their portfolio with IT large cap stock and other large cap you tell they are mota hathy, sotha hathy etc… and tell them not to buy. You also said we need to sell the stock once it’s growth is stagnated and come out of it, like deboarding a train (eg titan and Tata power you came out). So with these two advices I am Little bit confused with your words, or I am not able to understand in which situation how we need to play.
I require a suggestion:
I am a mechanical engineer(45yrs) and my father is farmer(71yrs) 2years back we lost 2acres of land (total of 5acres) to government for canal project. We got 30lakhs as compensation and wanted to buy 2acres again but the land price has gone up 2.5times to 3times so with the available government compensation we are not able to buy. Since I am listening you from past 4months I told my father to invest with you and then when the amount multiplies we will buy the land and continue with agriculture. I am thinking to invest full amount in small case as it gives high return. Please advice it my thought right. My thought is if it comes big I will buy big and do agriculture. if it goes I have to continue to live with my salary (60k/month) and continue some amount of farming as hobby with available 3acres land.
Hello Basant Sir, your videos are truely amazing, fantastic, superb, extraordinary, full of knowledge, inspiring. How do you see smallcaps in sectors like alcohol, IT with AI, drone technology and VFX. Please continue youe videos as its your magnanimous service to retail investors around the world. God bless you with good health, more wealth and prosperity. Love you.
Hello dada namaste, sir me college ka student hu summer holidays ke time se mene aapko video dekhna suru kiya bahut accha laga. Sir abhi meri income to nhi hai lekin mene 10k adani green me lagaya hai and sir aage me kuch badiya portfolio banane ke liye knowledge le raha aapse please guide me that how i start my investment journey, I am here for long term. Thank you
सर् आप का अंदाज़ बहोत शानदार है, आप ट्रोल करने वाले को भी बहोत शानदार तरीके से जवाब देते हो, उलझते नही किसी से इसलिए आप सफल व्यक्ति हो
Hello sir,
Thanks for sharing your knowledge. 🙂
Thank you sir
Sir, your information about the stock market is amazing. Kindly provide your views on the Happiest mind business.
Sir thanks for all the pravachan and I must admit I look forward to your gyaan everyday. My simple question is how to consolidate stocks when all the stocks are doing well at the same time?
Hi Basant ji, I admire your analysis which is beneficial for thoughtful investors. Which investment is better 1. Investing in fundamental stocks or buying Index fund ???
Hi sir,
Please compare AMD to NVIDIA.
You can also keep last 5 minutes of the video for US stock analysis so that we get to learn new things
We are blessed to have you
Hello Basant Sir,
Just started listening to your videos.. Absolutely enjoying it. I have a question if my mutual fund portfolio is giving a return of 14-15% in 2.5 years. Should I stay invested for life long term or think of switching
Highly indebted to you for my financial literacy ❤
Sir you are very good man
Hello Sir.. Will American banks perform well due to high inflation and high interest rates?
sir ur session have helped a lot in understanding different business models . Sir One more thing which helped me watching u daily is understanding the sentiment of the Market .
good evening sirji .. much thanks for your valuable insights
Always good to hear you
Well done sir. Thanks sir for valuable informations.
Sir ji Black looks good on you. 🤗 ❤
in one of your videos, you said usually individual investors tend to buy stocks in round numbers such as 50, 100, 150 etc, and not in terms of percentage. I noticed a similar thing in my behavior but I tend to buy in terms of Capital terms such as 10000, 20000, etc So to avoid this problem, how should one decide the percentage of each stock to minimize the cost of a wrong decision?
Thanks in advance!
Hats off sir👍👍👍🙏🙏🙏
Dear sir, posting again with hope u will glance towards this query. Kindly share your views on archean chemical and uniparts stock. Thanks
Thank you sir .
Sir we often speak about paper, cement, textile, steel etc. as cyclical sectors. But, I think the biggest cyclical sector is IT. It follows the liquidity cycle in USA. QE leads to growth in IT and QT leads to slowdown. Do you agree? Please share your thought
I have taken leverage to invest in Focused Smallcap Sir. Aab toh aar ya paar jana hay Guruji 🙏
बसंत सर, आप बहुत ही रोचक तरीके से प्रश्नों के उत्तर देते हैं बहुत मजा आता है, और बहुत ही अच्छी नॉलेज हमको मिलती है कभी भी बोरिंग नहीं लगता।😊😊
very informative- god bless u sir ji
Thank you
Hi Basant Ji. Love your perspective and thanks for sharing it with all of us. I have two questions:
1) I want to invest for long term in your small cases/PMS but financial advisor suggested only index funds and flexi cap fund. How to convince myself to think beyond mediocre return products?
2) What is your succession plan for your small case / PMS? How will it run with the same perspective after you?
Thank you.
Sir, Thanks for starting your TH-cam channel. I have been a regular listener and your videos have changed the way I think about financial planning. I have a corpus of 35Lac in MF (accumulated vis SIP) + 20 Lac in Direct Equity (5 Lac in BM Vision) . Have approx 12 lac of ESOP (American MNC).
What is minimum investment to take your PMS? I can consolidate all the above and put it there.
What is your view on LTIM since it is going to be included in Nifty ?
Hi BM ji, Aakash Jaiswal here, working in Oil & Gas sector, fan of your experience backed discussion. Wanted your views on HEG, SunTV and IBrealestate.???
Also pls reflect on stocks with political backing and relations like SunTV.
Myself , Dr Hemant bhandari ( dentist)
Watching your video is treat . Shared your video with my friends especially of equity vs real estate . Now they are your regular viewers. My question is how do you screen new stock idea? How you shortlist which microcap or smallcap company needs attention. I m passionate retail investor mostly i do my homework alone , read almost 50 60 books .. read half of CFA level 1 course on top of that level of commitment from my side is high to market. Kindly guide me
Thank you
Basant Ji.... Heartfelt 🙏 to you for the precious 45 mins everyday. A bit of opinion/suggestion, please don't take those negative comments for answering it's a total waste of time for you and your viewers. You remind me of my father whom I lost at the age of 18, listening to you feels as if my father is teaching me about investing sitting next to me. God bless you. Hope you could enlighten us like this for the longest. If possible please do a short analysis of Force Motors, Route Mobile & Go Fashion 🙏. Hope you will take my question this time. Wish to meet you sometime and touch your feet.... From Hooghly, WB.
Sir, how to select Mutual funds?
Dear Guruji, thank you for taking my question on guru purnima and resolving it. My question is regarding HDFC twin merger - since all mutual funds have both of them in their portfolio, post merger hdfc bank percentage allocation would increase. Will AMC be forced to sell and reduce their holdings resulting in decrease in stock price due to excess supply ?
Hi Sir, can you reduce the minimum amount from 5Lac to 3 Lac to invest in BM VISION 30 SMALLCASE. Also now what should be range to buy tesla?
Thanks sir.
Hello sir, I have watched nearly 25 "Ask Basants" in last 2 days, Loving it!!. Can you please provide your inputs on CEAT, CAMS and HDFC Life? BTW missing your old single stock analysis video.
Hii Gagan sir u r there ?
i own banks like IDFC first {Buy price 25},Bajaj Finance(Buy Price Rs.2800}, HDFC Bnk(Buy price Rs.840) .. How should i plan my exit ..
Namaste Sir 🙏 ❤
Thank you so much sir
Main aaj first day aapki video dekhi uske baad abh tak 3 video dekh li hai. Thanks sir. Bahut achhe se batate ho aap sir. Thanks sir. Aaj apko hi sunn ne vala hu aaj mujhe chhuti hai😊
Hello Sir, I have 2 questions.
1)Share capital kam hone ka kya mtlb h?
2) ek accha mutual fund kese identify kre?
Basant ji, you are a wizard of stock market & your yt channel is a great hypnotise for me personally ( I start and end my day with your video; great wisdom )
Your views on
Birlasoft
Varroc engineers
Action construction
Biocon ( 5 years)
Hello Basant sir, your videos are truely inspiring. I have been part of your both vision and small cap. Like to know about future of Exide as EVs are slowly making inroads in. India.
Hello Sir, This is vasan from Qatar I am addicted to this valuable channel. I am thankful to you for educating retailers in simple manner. It would be very best if analysis hospital sector .Analysis of MAX HEALTHCARE. Thanking you
what I feel from Infosys commentary and what is happening in IT industry , every client is asking about Generative AI, Infosys will do better in next 2 -3 year totally new field where growth will come more than 20-30%
Wonderful videos .
Sir ji knowledge is supreme. Kindly discuss sula vineyards is it good for long term
Hi Basant sir, Thanks for sharing your valueable knowledge with us. Would you please give a view on Vadilal Industries?
Company thodi take over karni hai 🥴😂😂😂… love it
Thanks sir pc my question..
Sir ab humari life apke videos dekh kr hi bnegi,thank you sir
BM sir, 3 peti ka Infy bech kar Latent view and Nazara main shift karna sahi rahega? Outlook 3-4 years. Baad main aur add bhi kar sakta hoon.
i watch your show daily on my desk top. I have blocked ads and i am not distubed by any ads ever. Those who complain can follow this.
THANKS SIR 🙏🙏🙏🙏🙏
Sir same sector mei diversified bet lena theek rhega kya jaise (50%hdfc bank+50% icicibank , 50%aavas +50%aptus) ??
Thank You Guru Ji…🙏
Hello Sir, Your show reminds me of Radio show (Gandhi Giri) done by Munna Bhai in Lage Raho Munna Bhai Movie, Both the shows have human well being. Please keep up the Good work. I have following Stocks in my Portfolio.: 1 Tata Elexi, 2. Eicher Motors, 3. Equitas, 4. Mastek, 5. RVNL 6. IDFC First 7. LTTS 8. Saksoft 9. Indiamart 10. KPIT.
Hi sir ,
Can we please get your feedback on MRF stock ?
Sir, Globus spirit company ka bare mai Keya kheyal hain apka?
Dear Sir,
Anshul Sinha from Mumbai.
Your lessons are therapeutic. You are virtually my travel partner to office early morning and Gym Partner in the evening. Thankyou so much for your lucid explanations on each subject
Will definitely try to meet you in person someday with my Token of Thanks 😊
Question - What is difference between a Growth Investment technique and Value investment Technique? Which techniques will be beneficial now ?
Thankyou
REQUEST FOR A 2 MIN ANALYSIS OF VADILAL. I BOUGHT THE STOCK USING TECHNICAL ANALYSIS AT 2500 AND I AM NOW ON THE VERGE OF SELLING ALL OF IT.
Dear Basant Sir,
Firstly, let me express that I am a big fan of yours. I am an entrepreneur currently in the process of establishing an IT firm in Pune. I feel incredibly fortunate to listen to your wisdom on a daily basis. The simplicity of your explanations, along with relatable examples from everyday life, is truly commendable.
I have a suggestion for your TH-cam channel and the suggestion is to switch off the advertisements. While I acknowledge that this suggestion may have been previously given by others, I would like to share my specific reasons for recommending it:
1. Since you often discuss business concepts and numbers, having ads interrupt the flow of your teachings can make it challenging for viewers to fully grasp the concepts. This may lead to some people losing interest or leaving the video prematurely.
2. Additionally, many people listen to your videos during their commute to and from work. Having an ad in the middle may prompt them to skip it, reducing their attention while driving.
3. I also see parallels between your channel and Baba Ramdev's Patanjali business. While you share valuable financial learnings on your channel, your TH-cam subscriber base could contribute significant inflows to your small cases and PMS schemes. TH-cam is a very good digital marketing tool. I feel your focus should be on increasing the subscriber base and encouraging viewers to watch your videos till the end.
4. Once you reach a significant subscriber base, you may choose to monetize. But I am sure, at that time, you might still refuse to do that because of the immense love, blessings, and wishes you would receive from many many people. This could be your greatest achievement and the legacy you might love to leave behind.
This is just a suggestion, I am already a paid TH-cam subscriber, and enjoy your videos uninterrupted. I am very young to you so may be chota muh badi baat bol di ho to chama kare.
Hello Basant Sir, smallcap stocks minimum kitne Marketcap tak lena chaiye. Please bataye.❤
Sir if sales of a company increasing in absolute number but pace of growth is decreasing slowly slowly so in this scenario how price and PE ratio works 🙏🙏
Good evening Sir Ji ❤
sir same question 10th time.....BM Sir your views are wonderful...plz guide in what stocks i should invest for my kids higher education for 15years ... according to you what should be the cost of education after 15years for MBBS, engineering or MBA...
What is your view on small cap stocks ksolves and danlaw technologies?
After antidumping duty for rubber chemical so what is view for NOCIL...Thankyou
Hi Sir, Aap bahut achi tarah samjahte hai concepts ko. Maine apki book padhi partially and mujhe bahut acha laga. Aap se mujhe question puchna tha ki jab Mid cap and small cap mutual funds long time (20 years) mein 15-20% ka retrun de dete hai to direct Share market mein paise kyu lagane chahiye ?
Sir, you mentioned few times that time to buy tesla was when it was 150 and if we don't own it already, we should watch but not jump to buy. On the other hand, it is a long term bet.
So I am not able to resist temptation to buy now. What should I do? :) also I am in dilemma whether it is worth investing in us stocks considering 20% ltcg etc instead of increasing existing India portfolio ? How do you see it. Thank you sir.
Sir. Should young investors focus on diversification or go ahead with small and midcaps. However they will have very less corpus to invest, SIP is the only solution. Any thoughts 🤗
सर नमस्कार,
कम्पनी द्वारा share pledge रखने से क्या फायदे/नुकसान होते है....?
Thanks
Super topic sir.. ❤
Sir,What is your opinion of a stock which gives a multi-year breakout?Is it safe to invest for better returns?
congrats for mike
Sir, you are not taking my question. does it mean you have some stocks in your PMS? the question is, Should I do basket investing of 1L in each of new age companies considering one of them might become 10x or 20x? is it a good strategy?
Hello sir I am Primary Teacher.
I like your video and enjoys it.
Thank you Sir For your valuable Advice.
Initially I am having 25 types shares in my portfolio.
Now I will keep only 7 types share in portfolio.
1)Laxmi Organic
2)Campus shoes
3)Tracxn technology
4)Cdsl
5)Mtar
6)IRCTC
7)SBI cards
Please Give Your opinion.
Sir, Thanks for sharing the valuable knowledge, we are very grateful for that. Please take my one question. Can I sell the gold held in the bank locker and invest in any of your schemes for at least 10 years?