Top 3 Flexicap Funds Compared | Parag Parikh Flexi Cap vs Kotak Flexi Cap vs HDFC Flexicap Fund
ฝัง
- เผยแพร่เมื่อ 28 มิ.ย. 2024
- In this informative video, we dive deep into the world of flexicap funds, comparing three top contenders: Parag Parikh Flexicap Fund, Kotak Flexicap Fund, and HDFC Flexicap Fund. If you're looking to make smart investment choices, this analysis is a must-watch!
🔍 What You'll Learn:
- Key differences between Parag Parikh, Kotak, and HDFC Flexicap Funds
- Performance track records and historical returns
- Fund management strategies and philosophies
- Risk assessment and portfolio diversification
- Pros and cons of each fund
Join us as we provide you with valuable insights to help you make informed investment decisions. Don't forget to hit the like button, share your thoughts in the comments section, and subscribe for more in-depth financial analyses and investment tips.
00:00 Start
02:13 Fund Details
06:24 Asset allocation
14:29 Parag Parikh Flexicap - Holding Trends
17:51 Kotak Flexicap - Holding Trends
19:20 HDFC Flexicap - Holding Trends
21:36 Sector Allocation
22:27 Calendar Returns
26:59 Trailing Returns
28:58 Rolling Returns
29:55 Risk Ratios
32:23 PE Ratios
33:31 Conclusion
#FlexicapFunds #InvestmentAnalysis #ParagParikh #Kotak #HDFC #MutualFunds #FinancialPlanning #InvestmentStrategy #PortfolioDiversification
Complete Fundamental Stock Analysis Tool - Stock-o-meter:
investyadnya.in/stock-o-meter
Research Based Ready-made Model Portfolios:
investyadnya.in/model-portfolios
Comprehensive Mutual Fund Reviews:
investyadnya.in/fund-o-meter
Yadnya Books and eBooks now available:
On Amazon - amzn.to/2XKtlks
On our website - investyadnya.in/books
Find us on Social Media and stay connected:
Blog - blog.investyadnya.in
Telegram - t.me/InvestYadnya
Facebook Page - / investyadnya
Facebook Group - goo.gl/y57Qcr
Twitter - / investyadnya
LinkedIn - / investyadnya
#InvestYadnya #YIA
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.
AI Generated Summary
1. *Introduction to Flexicap Funds* (00:00)
- Overview of flexicap funds, highlighting their flexibility in investing across large, mid, or small-cap stocks.
- Introduction to the three funds: Parag Parikh Flexi Cap, Kotak Flexi Cap, and HDFC Flexicap Fund.
2. *Fund Details and Asset Management* (02:13)
- Analysis of the asset under management (AUM) of each fund, with a focus on their size and expense ratios.
- Discussion of the fund managers' expertise and history, emphasizing their roles in the funds' performance.
3. *Asset Allocation and Investment Strategies* (06:24)
- Examination of the allocation in overseas equity and domestic equity.
- Insights into the funds' strategies in allocating large cap, mid cap, and small cap stocks.
4. *Holding Trends of Each Fund* (14:29)
- Analysis of the holding trends in Parag Parikh, Kotak, and HDFC Flexicap funds.
- Discussion on the number of stocks in each portfolio and the funds' approaches to diversification.
5. *Sector Allocation and Performance Analysis* (17:51)
- Comparison of sector allocation in each fund.
- Analysis of calendar returns from 2016 to 2022, highlighting the impact of geographical allocation on performance.
6. *Trailing and Rolling Returns* (26:59)
- Discussion on the trailing returns of each fund, focusing on their performance over different time frames.
- Examination of the rolling returns, emphasizing the importance of long-term investment horizons.
7. *Risk Ratios and Fund Management* (28:58)
- Analysis of the risk ratios, including beta and standard deviation, for each fund.
- Insights into the fund management strategies and their impact on risk and returns.
8. *PE Ratios and Valuation Risks* (29:55)
- Comparison of the PE ratios of the funds, discussing the valuation risks associated with each.
- Emphasis on the importance of understanding the pros and cons of different funds based on their PE ratios.
9. *Conclusion and Investment Recommendations* (32:23)
- Final thoughts on the comparison between the three flexicap funds.
- Recommendations for investors based on their risk profiles and investment goals.
It's by far the most convenient comparison I have seen.
It just simple comparison but with statically and charts
I want more comparison with different categories 😮😮😊
Parag Parikh is like Tata of AMC ❤️
Excellent presentation. First time I have seen such an elaborate presentation well explained. Hat's off to you Sir. Regards
Thanks Invest Yagnya for such a nice comparison and detailed analysis.
For PPFAS - 1 correction in the # of stocks, you have included arbitrage positions in the consideration. Do you feel it should be considered?
Good comparison on lighter vein hdfc fund recent performance is attributable to its large portfolio of PSU sticks...so raighesthan meinb saath ka bad jamke baarish hui aur hdfc ka NAV chamak gaya❤🎉
Very insightful analysis. Definitely need this for other categories
Excellent comparision gaurav sir... please make a comparison video of top midcap and small cap also
Thank you very much sir.. you make very valuable video for us..I am from West Bengal I follow you regularly..
PPFAS PTR is the lowest at 5.28%. That 45% number includes arbitrage strategy which I think they started doing since last year.
Excellent comparison ... appreciate your effort ... very nicely explained .. thanks a lot
always best...
I was waiting for this. Thanks Sir
Excellent comparison....pls do another similar one with large & midcap category and also a small cap fund.thanks!
Very informative analysis Gaurav. Keep it up
Please do comparison analysis on fund managers ....what returns are made... it is better understanding, rather than AMC company and performance of fund will be based on FUND MANAGER
Great comparison. Data compilation is very good 👍
very very informative video, thank you
Very very good information
Please ek esi tarah ka vedio mid cap ko bhi daliye
Superb comparison.. we expect fund manager to move money across market caps.. Kotak is more like Large and Midcap..
Only reason parag was able to have smallcap was because of very small aum earlier
yes agreed...
Thanks for the information
PPFCF...has one of the best downside protection which is the most important attribute when the Market is severely correcting downwards suddenly, and this feature is rated even above the overall Returns factor...in the long term, while deciding overall Fund selection criteria.... especially for small Retailers, to protect their hard earned investments !!! 🤔
Thank you gaurav sir
very good information to act upon by investors. something more could have been said about other Flexi caps like JM Flexi and quant Flexi with less Assets, but performance is very good...
always best
Great analysis… great work Yagnya team… pls compare top 3 small cap funds & international funds inline of this video. Thank you Mr Gourav
yes...
Which is a good fund for generating SWP withdraw plan
Wonderful analysis.
Really nice analysis🎉🎉 heads of to Invest yadna team and gaurav ji
always best...
Txs sirjii... Gr8 vid
What do you think about future returns of Ppfas flexi cap, as it has started to take more time to recover as compared to index and will they follow the same market cap allocation as other two funds have?
Thank you
What about SBI focused equity fund,which was suggested by you last year
Thanks Ydnya team for such a detailed analysis. Got a chance to learn something new, never seen such things from other analysis or other expert. You are different. Thanks again and keep it up.
Waiting for more videos ❤🩵💚
Thank you sir
Excellent analysis
Very excellent information.
Very good Analysis
Awesome video. Thanks
Great analysis
Great and very detailed explanation one can ever seen. Do you have any video on top 3 index funds ?
Please make same video for small cap funds
Great analysis 👌
Very good analysis
Great analysis 👍👍
But sebi Caps on foreign investment is consistently hampering returns of PPFS as restrictions came in and at the same time US IT stocks were at cheap valuation
Sir, I have seen comparisons of nippon,sbi flexicap and hdfc flexicap some time back then hdfc flexicap was looking leader. Now, paragparikh, what's best
Nice comparison sir
But very Large AUM is good or bad
Good. comparision approach, matrices could be better.
Very useful video.
If someone subscribes ur MF model portfolio.while changing MF ,do u consider tax implications as well??
Sir i invest in pgim flexi cap last year. Now it is not performing, should I stop the sip and invest in another fund as u have compared
Please make same video for midcap also 🙏🏻🙏🏻🙏🏻
badiya
Sir please compare and suggest quant flaxicap fund vs Parag Parikh flaxicap fund..
Sir, pl do a serious on top 3 mid & small & index fund & extra fund serious...... Plz sirr
PPFAS not done well previous year, is it due to not allowing them to invest in foreign equity? if yes, its difficult for them to achieve same success on domestic equity going forward.....
Right
Sir pls make one small cap mutual fund video
Sir, please do a similar analysis for multicaps🙏
yes agreed/....
Please discuss Nifty alpha low volatility fund.
Quant Flexicap fund is the best!! 👌👌💎💲 Mark my words it's going to beat entire category
They've already reached average aum . Soon their churning game will be over
Difficult to beat PPFF's legacy - almost impossible
Why and how?
Really bro
Because of their world class fund manager, international top quality top exposure, very less churn rate, always holds 15-18% cash to buy more during market correction. And many other reasons. PPFF is indeed very hard to beat in the long run. @pradeep
A few years back, aap Axis flexi cap ko top mai rakhte the. Hdfc felxi ko dur rakha tha. Why ?
Good work
If one invests in PPFS now , the portion of money will not go to foreign equity due to Govt limitations, so how will be the performance of such recently started investment?
It still invests in foreign equities
What is difference between Multicap and Flexicap funds?
in muti-cap --At least 25% in each market cap: large, mid and small-cap companies. but no such in flexi cap
great job sir but i think quant flexicap fund should also be in consideration
yes .. be watch below for detail multicap & flexicap
Exit load of parag Parikh is 2 percent ....?
Not true. Only applicable on more than 10% of investment within a year.
Sir main Ebrahim, apka video regular dekhata hu, bahut kuch sikhne ko mila video dekhke, mujhe 1lakh Lumpsum karna hai 11th march 2024, "Parag parikh & Quant Flexi cap" ka compare wala video dijiyega, Lumpsum kaha karna sahi rahega, mujhe aye dono fund me se karna hai, please bataiyega..
Thank you Sir...
Why all fexi cap funds are more tilt towards large cap stocks
Aisa ek analysis small cap fund main dijiye plz
One dimension required; What is CAGR of all these funds for 1 lakh invested seven years. Only this dimension makes sense for normal investor
PPF long term 3-5 years me kesa rhega ?
What about Quant flexi cap fund? is it worth investing sir?
Which one mf buy at sip 2500 per month... Please suggest... Small cap or flexi cap... Name please
How is JM FLEXICAP FUND?
You could have chosen JM flexicap as well as an option. Any reason why it was left out despite being ranked no 1?
Because jm started give return from last one year only...
Sir, why quant flexi not included in this list.
Please sir ABSL MUTUAL FUND KE BHI KUCH FUND KI VIDEO BANOO
Isnt there some confusion (after motilal oswal bringing Microcap index fund) - my Question 1 is - What is mandate for small cap funds is it to invest in 251st to 500th company or any company after 251.
Question 2 - As per sebi classification for mutual funds from (7000CR) 251st company to any company below that, is small cap.
But now when Micro-cap index is in place (Which i feel is force fitted) they are considering 501 to 750th company as micro-cap.
Ideally shall they not place micro cap after 1000th company so that for small cap leaving room of 500 companies.
Lastly If I have small cap fund how much is it restricted to invest in 251st to 500th company and how much can it deploy towards micro-cap stocks.
Sir pls suggest which is best between ETFs & MUTUAL funds,
If you've money all the time, and you track market on daily basis, you can go with ETF. Because it's easy to buy ETF in market crash like we buy stocks. But in mutual fund you've to wait for your SIP date.. and also in MF you've to pay exit load, and expense ratio..! Only one thing is debatable that Volume in ETF is not that much , i really doubt that what happen if i accumulate huge units of ETF , it will be sold out or not..!😅
@@girishdubey1405 Informative. Thanks
How does it matter if you make 1% less , what the rush ?
✌️
How is JM financial Flexi cap ?
Very detailed explanation Gaurav Sir. Please also do Mid cap analysis like this which also includes PGIM india mid cap opportunities fund
No need to waste time on such pump n dump funds .. just because u have invested doesn’t mean there should be time wasted on such funds
be watch great analysis over channel @FINtalkss
J m flexi cap fund ka bhi review kro sir
good😍
👏👏👏👌🙏
PPFAS is impeccable
How is SBI flexicap?
The worst. No movement as such
multi cap vs flexi cap difference kya hai sir
in muti-cap --At least 25% in each market cap: large, mid and small-cap companies. but no such in flexi cap
@@shuvampargal4754 thanks
Quant and parag parikh flexi cap are best
After half an hour , conclusion is PPF is the best
PPFAS IS BEST💌
Why kotak FLEXICAP evaluation? Quant is best
Why Quant Flexi Cap is not considered? Why you people always treat this fund house as "untouchable"?
Kitne saal ka history hai iska? 10 saal hoagaye hain?
Quant perhaps holds Adani stock in its portfolio...
Because Quant beats all and doesn't give these influencers any commission
I dont knpw qhy prashant jain has such a good rep. When he was at the helm hdfc funds have underperformed. His conviction on psu was not convincing
bHAI KOI ESA FUND BETA DEJIY JISNE 15% pichhle 10year lagater reterndia ho
Why not PGM Flexi cap MF
After Prashant Jain was kicked out from the fund the fund performance improved
Sbi flexi 🎉🎉🎉🎉🎉
Parag parikh now not give good return 😢
Ppfas worst performer now
Agree
हे सर्व भाजप हिंदू मुस्लीम करण्यासाठी लोकसभा 2024 इलेक्शन ला vote बँक करण्यासाठी करत आहे म्हणजे लोकांनी आपले सर्व मूळ प्रश्न विसरून हिंदू मुस्लीम मुद्यावर भाजप ला निवडून द्यावे हा त्या मागचा एकच उदेश