Top 3 Flexicap Funds Compared | Parag Parikh Flexi Cap vs Kotak Flexi Cap vs HDFC Flexicap Fund

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  • เผยแพร่เมื่อ 23 ธ.ค. 2024

ความคิดเห็น • 141

  • @InvestYadnya
    @InvestYadnya  ปีที่แล้ว +2

    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.

  • @ARUPRAUT-b6h
    @ARUPRAUT-b6h ปีที่แล้ว +6

    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 😮😮😊

  • @ismailshaikmohammed8371
    @ismailshaikmohammed8371 11 หลายเดือนก่อน +4

    Excellent presentation. First time I have seen such an elaborate presentation well explained. Hat's off to you Sir. Regards

  • @AdityaSingh-iv9wz
    @AdityaSingh-iv9wz ปีที่แล้ว +9

    Parag Parikh is like Tata of AMC ❤️

  • @bharatbarhate2739
    @bharatbarhate2739 ปีที่แล้ว +5

    Thanks Invest Yagnya for such a nice comparison and detailed analysis.

  • @Arihant997
    @Arihant997 ปีที่แล้ว +2

    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❤🎉

  • @mayurtaday2488
    @mayurtaday2488 ปีที่แล้ว +6

    Superb comparison.. we expect fund manager to move money across market caps.. Kotak is more like Large and Midcap..

    • @acclimatized8838
      @acclimatized8838 ปีที่แล้ว

      Only reason parag was able to have smallcap was because of very small aum earlier

    • @FINtalkss
      @FINtalkss ปีที่แล้ว

      yes agreed...

  • @AjitJoshi686
    @AjitJoshi686 5 หลายเดือนก่อน +3

    There is a huge exit load in Parag Parikh and it gets added to the unit holders. Also they have bigger cash allocation so they protect during downturn. These points are mostly never discussed in the TH-cam videos.

  • @anujkumarrastogi6832
    @anujkumarrastogi6832 10 หลายเดือนก่อน +3

    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?

  • @Shoebkhan-hs8iw
    @Shoebkhan-hs8iw 2 หลายเดือนก่อน

    Excellent information about all 3 Fund thank you so much sir

  • @vermaitrakesh
    @vermaitrakesh ปีที่แล้ว +3

    Excellent comparison ... appreciate your effort ... very nicely explained .. thanks a lot

    • @FINtalkss
      @FINtalkss ปีที่แล้ว

      always best...

  • @rajkamalyadav1207
    @rajkamalyadav1207 ปีที่แล้ว +4

    Excellent comparision gaurav sir... please make a comparison video of top midcap and small cap also

  • @prasadpasala1340
    @prasadpasala1340 ปีที่แล้ว +3

    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...

    • @FINtalkss
      @FINtalkss ปีที่แล้ว

      always best

  • @pradeepbhagwat4494
    @pradeepbhagwat4494 9 หลายเดือนก่อน

    Great comparison. Data compilation is very good 👍

  • @gordonfernandes6873
    @gordonfernandes6873 ปีที่แล้ว +3

    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 !!! 🤔

  • @paurushpandey5463
    @paurushpandey5463 11 หลายเดือนก่อน

    Very very good information
    Please ek esi tarah ka vedio mid cap ko bhi daliye

  • @rajumondal2658
    @rajumondal2658 ปีที่แล้ว +1

    Thank you very much sir.. you make very valuable video for us..I am from West Bengal I follow you regularly..

  • @gaganpreetdhaliwal8149
    @gaganpreetdhaliwal8149 ปีที่แล้ว +4

    Exit load of parag Parikh is 2 percent ....?

    • @kvsndkraja1
      @kvsndkraja1 6 หลายเดือนก่อน

      Not true. Only applicable on more than 10% of investment within a year.

  • @swastik12acharya
    @swastik12acharya ปีที่แล้ว +3

    PPFAS PTR is the lowest at 5.28%. That 45% number includes arbitrage strategy which I think they started doing since last year.

  • @karanbhuva7733
    @karanbhuva7733 ปีที่แล้ว +1

    Really nice analysis🎉🎉 heads of to Invest yadna team and gaurav ji

    • @FINtalkss
      @FINtalkss ปีที่แล้ว

      always best...

  • @ShubhamGupta-eo7ig
    @ShubhamGupta-eo7ig ปีที่แล้ว +4

    For PPFAS - 1 correction in the # of stocks, you have included arbitrage positions in the consideration. Do you feel it should be considered?

  • @manojjain100
    @manojjain100 8 หลายเดือนก่อน

    Great and very detailed explanation one can ever seen. Do you have any video on top 3 index funds ?

  • @tanmeyrawal644
    @tanmeyrawal644 ปีที่แล้ว

    Very insightful analysis. Definitely need this for other categories

  • @sach_in
    @sach_in 11 หลายเดือนก่อน

    Why all fexi cap funds are more tilt towards large cap stocks

  • @abhyanandmauar9467
    @abhyanandmauar9467 ปีที่แล้ว

    I was waiting for this. Thanks Sir

  • @vickeyvvp
    @vickeyvvp ปีที่แล้ว +1

    Excellent comparison....pls do another similar one with large & midcap category and also a small cap fund.thanks!

  • @sachinmah1
    @sachinmah1 ปีที่แล้ว +2

    What is difference between Multicap and Flexicap funds?

    • @shuvampargal4754
      @shuvampargal4754 ปีที่แล้ว +2

      in muti-cap --At least 25% in each market cap: large, mid and small-cap companies. but no such in flexi cap

  • @bhuvanagirimurali8143
    @bhuvanagirimurali8143 ปีที่แล้ว +1

    Wonderful analysis.

  • @ritrohit49
    @ritrohit49 ปีที่แล้ว +1

    What about SBI focused equity fund,which was suggested by you last year

  • @pradeep2kedar
    @pradeep2kedar ปีที่แล้ว

    A few years back, aap Axis flexi cap ko top mai rakhte the. Hdfc felxi ko dur rakha tha. Why ?

  • @amansankhala9820
    @amansankhala9820 8 หลายเดือนก่อน

    Sir, why quant flexi not included in this list.

  • @sreenathcivil
    @sreenathcivil ปีที่แล้ว +1

    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

  • @rupeshpatil6957
    @rupeshpatil6957 5 หลายเดือนก่อน

    Should we invest in both hdfc and parag parikh flexi cap funds ?

  • @anshusharma730
    @anshusharma730 ปีที่แล้ว

    Very informative analysis Gaurav. Keep it up

  • @ebrahim661
    @ebrahim661 9 หลายเดือนก่อน

    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...

  • @PrinceCommonsense
    @PrinceCommonsense 10 หลายเดือนก่อน

    Very useful video.
    If someone subscribes ur MF model portfolio.while changing MF ,do u consider tax implications as well??

  • @pranpb2364
    @pranpb2364 ปีที่แล้ว

    Sir please compare and suggest quant flaxicap fund vs Parag Parikh flaxicap fund..

  • @prochiturel3541
    @prochiturel3541 7 หลายเดือนก่อน

    How is JM financial Flexi cap ?

  • @siddharoodhcheelad
    @siddharoodhcheelad 11 หลายเดือนก่อน

    How is JM FLEXICAP FUND?

  • @gdp2102
    @gdp2102 ปีที่แล้ว +36

    Quant Flexicap fund is the best!! 👌👌💎💲 Mark my words it's going to beat entire category

    • @acclimatized8838
      @acclimatized8838 ปีที่แล้ว +10

      They've already reached average aum . Soon their churning game will be over

    • @tusharrebaca
      @tusharrebaca ปีที่แล้ว +12

      Difficult to beat PPFF's legacy - almost impossible

    • @pradeep2kedar
      @pradeep2kedar ปีที่แล้ว +1

      Why and how?

    • @suraj6096
      @suraj6096 ปีที่แล้ว

      Really bro

    • @tusharrebaca
      @tusharrebaca ปีที่แล้ว +5

      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

  • @PrinceCommonsense
    @PrinceCommonsense 10 หลายเดือนก่อน

    Please discuss Nifty alpha low volatility fund.

  • @yogeshsharma3233
    @yogeshsharma3233 11 หลายเดือนก่อน

    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.

  • @shyampatel9994
    @shyampatel9994 ปีที่แล้ว

    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 ❤🩵💚

  • @triptaahluwalia4028
    @triptaahluwalia4028 ปีที่แล้ว

    Which is a good fund for generating SWP withdraw plan

  • @AkankshaChaturvedi-s5x
    @AkankshaChaturvedi-s5x ปีที่แล้ว

    PPF long term 3-5 years me kesa rhega ?

  • @karbioster
    @karbioster 10 หลายเดือนก่อน

    What about Quant flexi cap fund? is it worth investing sir?

  • @shaileshs.3177
    @shaileshs.3177 2 หลายเดือนก่อน

    Parag Parikh Flexi cap invests in foreign stocks too so it is well diversified & protects the downside.

  • @maneshhandoo6521
    @maneshhandoo6521 7 หลายเดือนก่อน

    Awesome video. Thanks

  • @jhaashu79
    @jhaashu79 ปีที่แล้ว +1

    You could have chosen JM flexicap as well as an option. Any reason why it was left out despite being ranked no 1?

    • @dhaval33331
      @dhaval33331 11 หลายเดือนก่อน

      Because jm started give return from last one year only...

  • @ramakrishnapottangi1843
    @ramakrishnapottangi1843 ปีที่แล้ว

    Very good Analysis

  • @vishalbhardwaj8846
    @vishalbhardwaj8846 ปีที่แล้ว

    Great analysis… great work Yagnya team… pls compare top 3 small cap funds & international funds inline of this video. Thank you Mr Gourav

  • @nirajw9958
    @nirajw9958 11 หลายเดือนก่อน

    Very excellent information.

  • @Sumit_Kumar500
    @Sumit_Kumar500 ปีที่แล้ว +1

    very very informative video, thank you

  • @rajarora2097
    @rajarora2097 ปีที่แล้ว

    How does it matter if you make 1% less , what the rush ?

  • @mandiganal
    @mandiganal ปีที่แล้ว +1

    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.....

    • @diujay
      @diujay ปีที่แล้ว

      Right

  • @girishgupta1461
    @girishgupta1461 ปีที่แล้ว +2

    great job sir but i think quant flexicap fund should also be in consideration

    • @FINtalkss
      @FINtalkss ปีที่แล้ว

      yes .. be watch below for detail multicap & flexicap

  • @shaikrafi1614
    @shaikrafi1614 ปีที่แล้ว

    Great analysis 👌

  • @ramparkash5041
    @ramparkash5041 ปีที่แล้ว

    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

  • @MrPrakhar07
    @MrPrakhar07 ปีที่แล้ว

    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

  • @gouthampai5055
    @gouthampai5055 ปีที่แล้ว

    Thank you gaurav sir

  • @pradiptaprusty3982
    @pradiptaprusty3982 ปีที่แล้ว

    Which one mf buy at sip 2500 per month... Please suggest... Small cap or flexi cap... Name please

  • @jitendriyarohitas
    @jitendriyarohitas ปีที่แล้ว +1

    Please make same video for small cap funds

  • @Rash268
    @Rash268 ปีที่แล้ว

    Excellent analysis

  • @rhitwick
    @rhitwick ปีที่แล้ว

    Very good analysis

  • @saurabhtripathi2794
    @saurabhtripathi2794 ปีที่แล้ว

    Thanks for the information

  • @rahuldhaskat1435
    @rahuldhaskat1435 ปีที่แล้ว

    Nice comparison sir
    But very Large AUM is good or bad

  • @DrAnuragSharmaBBMS
    @DrAnuragSharmaBBMS ปีที่แล้ว

    Sir pls suggest which is best between ETFs & MUTUAL funds,

    • @girishdubey1405
      @girishdubey1405 ปีที่แล้ว +1

      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..!😅

    • @Yakshit207
      @Yakshit207 7 หลายเดือนก่อน

      @@girishdubey1405 Informative. Thanks

  • @Mahesh_UK
    @Mahesh_UK ปีที่แล้ว

    Great analysis

  • @contact2gm
    @contact2gm ปีที่แล้ว +1

    One dimension required; What is CAGR of all these funds for 1 lakh invested seven years. Only this dimension makes sense for normal investor

  • @ISatya
    @ISatya ปีที่แล้ว +2

    Sir, please do a similar analysis for multicaps🙏

    • @FINtalkss
      @FINtalkss ปีที่แล้ว

      yes agreed/....

  • @jaswantsinghchauhan1965
    @jaswantsinghchauhan1965 ปีที่แล้ว

    Thank you sir

  • @gaganpreetdhaliwal8149
    @gaganpreetdhaliwal8149 ปีที่แล้ว

    J m flexi cap fund ka bhi review kro sir

  • @videoview5179
    @videoview5179 ปีที่แล้ว

    Thank you

  • @mjan1509
    @mjan1509 ปีที่แล้ว

    Good. comparision approach, matrices could be better.

  • @dhirajmishra9015
    @dhirajmishra9015 ปีที่แล้ว

    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

  • @kiranbhoi3059
    @kiranbhoi3059 ปีที่แล้ว +1

    Sir pls make one small cap mutual fund video

  • @jaydeepsuklikar3212
    @jaydeepsuklikar3212 ปีที่แล้ว

    Txs sirjii... Gr8 vid

  • @kedardhapre9438
    @kedardhapre9438 ปีที่แล้ว

    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?

  • @sattibabu1605
    @sattibabu1605 ปีที่แล้ว

    Sir, pl do a serious on top 3 mid & small & index fund & extra fund serious...... Plz sirr

  • @Swapnil_29
    @Swapnil_29 ปีที่แล้ว

    How is SBI flexicap?

    • @rittran
      @rittran ปีที่แล้ว

      The worst. No movement as such

  • @KG-hh1hb
    @KG-hh1hb ปีที่แล้ว

    Please make same video for midcap also 🙏🏻🙏🏻🙏🏻

  • @smartastoundingeducation6950
    @smartastoundingeducation6950 ปีที่แล้ว

    Please sir ABSL MUTUAL FUND KE BHI KUCH FUND KI VIDEO BANOO

  • @saugata1974
    @saugata1974 ปีที่แล้ว +2

    Why Quant Flexi Cap is not considered? Why you people always treat this fund house as "untouchable"?

    • @religionofpeace782
      @religionofpeace782 ปีที่แล้ว

      Kitne saal ka history hai iska? 10 saal hoagaye hain?

    • @nirenkumarnaik6846
      @nirenkumarnaik6846 ปีที่แล้ว +1

      Quant perhaps holds Adani stock in its portfolio...

    • @fulldakait1408
      @fulldakait1408 ปีที่แล้ว

      Because Quant beats all and doesn't give these influencers any commission

  • @hardeepsingh9101
    @hardeepsingh9101 10 หลายเดือนก่อน

    bHAI KOI ESA FUND BETA DEJIY JISNE 15% pichhle 10year lagater reterndia ho

  • @soumyaranjanpatra388
    @soumyaranjanpatra388 ปีที่แล้ว

    Aisa ek analysis small cap fund main dijiye plz

  • @Santosh-zw8pv
    @Santosh-zw8pv ปีที่แล้ว

    Quant and parag parikh flexi cap are best

  • @Amg-wt4wu
    @Amg-wt4wu 11 หลายเดือนก่อน

    good😍

  • @AbhiYadav1593
    @AbhiYadav1593 ปีที่แล้ว +1

    Very detailed explanation Gaurav Sir. Please also do Mid cap analysis like this which also includes PGIM india mid cap opportunities fund

    • @Chandala_bhikshuki
      @Chandala_bhikshuki ปีที่แล้ว +1

      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

    • @FINtalkss
      @FINtalkss ปีที่แล้ว +1

      be watch great analysis over channel @FINtalkss

  • @Aopu.chetia
    @Aopu.chetia 11 หลายเดือนก่อน

    After half an hour , conclusion is PPF is the best

  • @dingdong9277
    @dingdong9277 ปีที่แล้ว

    Why kotak FLEXICAP evaluation? Quant is best

  • @Satyajit-i3z
    @Satyajit-i3z ปีที่แล้ว

    PPFAS is impeccable

  • @YourNEBOSHguide
    @YourNEBOSHguide 8 หลายเดือนก่อน

    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

  • @KumarWadhekar
    @KumarWadhekar ปีที่แล้ว +1

    PPFAS IS BEST💌

  • @RivanmiddleeastRiv
    @RivanmiddleeastRiv ปีที่แล้ว

    Sbi flexi 🎉🎉🎉🎉🎉

  • @manishkhedkar1309
    @manishkhedkar1309 ปีที่แล้ว +2

    Why not PGM Flexi cap MF

  • @priyashrivastava1935
    @priyashrivastava1935 ปีที่แล้ว

    ✌️

  • @pranju4u22
    @pranju4u22 9 หลายเดือนก่อน

    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

  • @diujay
    @diujay ปีที่แล้ว

    Parag parikh now not give good return 😢

  • @rakeshsethi4955
    @rakeshsethi4955 ปีที่แล้ว

    After Prashant Jain was kicked out from the fund the fund performance improved

  • @deepakdeshmukh545
    @deepakdeshmukh545 ปีที่แล้ว

    👏👏👏👌🙏