Great video sir , Bringing in Nifty largemidcap 250 index in this comparison will be more interesting, it fits in exactly inbetween Nifty 500 and nifty 50:25:25 index
Thanks. There are many indices and you'll always find something slightly different. You can try the Nifty LargeMid 250 too, it's a good index. I think the Nifty 500 Multicap 50:25:25 is slightly better though.
@@shankarnath highly agree sir , in general smallcap funds are too volatile, Investing in a good multicap fund is the best way to get good smallcap exposure for a normal retail investor
Thanks for a very insightful video as always. I am watching this video on 22nd of Aug, 2024 and it turns out that, one month after the video was made, Navi has come up with an index fund for the 'Nifty 500 Multicap 50:25:25 Index'!
I prefer to invest in 3 individual funds of each cap rather that in 1 multi cap. This gives more control and also diversification across multiple AMC and investment styles
I am planning to suggest 1 flexi cap and 1 multi Cap fund to my daughter who has just started working. This will be for a very long term (min 10 yrs) through SIP. However, she can increase her SIP and diversify the portfolio after a few years and higher remuneration too. This will cover all the category for a start without thinking too much about too many funds. What is your take? Kindly place your meaningful views as I enjoy & value, watching your videos.
Thanks Shankar ji. How to invest lumpsum now in small and mid cap funds for long term, since their valuations are very high ? Is it better to invest in liquid funds and do STP or invest in Nifty as its valuation is reasonable and then transfer to mid and small caps when their valuations are lower.?
@@shankarnath Thanks Shankarji. You are one of the best advisors. And I think this is a very common question, but not much information on it. Merits a video from you :).
With the indices going like a YoYo and considering this is an NFO, isn't it more prudent to.at least wait for a month of the NFO? Normally you advise people to wait for a few years before investing in a new fund. Is this an exception?😮
Not a few years, but I do advise a watch time for actively managed funds (not index funds where the methodology is set). The watch time is understand the portfolio buildup, expense ratio, investing style and some comparative performance numbers.
Dear shankarnath , first of all thank you so much for proving valuable information in line with data . They are hardly anyone who does this in stock ananlysis. I need a suggestion on this : Is it better to invest individually in large cap , mid cap , small cap funds over 10-15 years horizon or choosing a flexible/ multi cap fund a better choice . Also , if investing in individual funds is better , which is a better choice - active or passive type Please kindly input your suggestion .
You're most welcome. I am glad you like my work 🙌 It depends on your preferred allocation. For instance - I like 50:25:25 .. so either a multicap or 2x Nifty 50, 1x Midcap150 and 1x Smallcap250 does the same job for me. So it really comes down to your preferred allocation. I have a video coming soon on portfolio building. Pls watch that, I'm sure you'll get some helpful tips from there
It's sponsored content Deepak ji. I've mentioned it in many places. It seems there are advertising rules that don't allow for a comparison in such a video. I'll do a follow up on this at a later stage but I hope you got the message on why I like a milticap layout and how to evaluate any actively managed fund
That should be fine as it is in my case. The asset mix has to be tracked however, one shouldn't have a situation where everything's lopsided towards largecaps or smallcaps
Shankar sir please reply. Motilal oswal MF was running its Large and Mid cap fund with a multicap strategy already. MO Large and Mid cap has a good track record. 5 star VR rating, decent SD, good alpha and good fleet of fund managers. I think this new MO Multicap fund is going to be a better replication with similar strategy. Niket shah and Ajay Khandelwal are mid-small specialists. I am not asking fund recommendation. Just asking about continuation of MO Large and mid process in Multicap fund with a good fund manager team, do you feel the same ?
I haven't analysed or invested in the Motilal Oswal Large and Midcap fund so can't really give any actionable information/opinion on this, sorry! However & as I mentioned in the video, my own preference is on a multicap structure where large, mid and smallcaps get atleast 25% of the overall allocation. Ofcourse, you dont need a multicap fund to get there, you can also convert your existing holdings into a multicap fund type structure. I explained this in detail in my most recent video on How to Build a Strong & Successful Investment Portfolio (th-cam.com/video/R_f2HenF1cQ/w-d-xo.html) .. pls have a watch
Yes, this is very much an advertising video. I mentioned that in the video & in the description. If you'd rather pay to watch content, do let me know .. it's generally not what others have told me. The majority is happier receiving my YT videos for free while corporates pay for 1-1.5 minute advertising insertions to finance my everyday expenses.
@@satish918 Thank you for the suggestions with re: the revenue model. Your point on credibility is noted too and honestly, over time, any concerns around this has faded. I've realised 'I am what I am' .. I can't change that inspite of different viewers giving different suggestions. I have more than 2000 suggestions now ranging from topics to T-shirt to hairstyle, revenue model, language, speed of pronunciation, use of words, humour, backdrop, editing skills, length of video etc. There is no end to the suggestions and this helped me realize that the viewer who believes in my content & purpose and is empathetic towards my finances, experiments & well-being -- is the one who is likely to stick with me over time & will look forward to deepening our relationship. I'm more than happy working with those 5,000-10,000 supporters and anyways, the squabblers will themselves fade away interested in finding greener pastures to squat.
Ok, thank goodness I asked. Alakh ka mobile number hai mere pass, I thought you wanted me to call him and ask "who am I" :) Will watch the webseries, haven't watched one in a long time. Last one was Maharani Season 3, not as good as Season 1.
@@shankarnath Thank You Sir. I have watched many of your videos. It was very helpful and interesting. I always pick u from search result videos.I have started small amount as SIP of this fund in ET Money platform. 🙌
Thank you very much sir for explanation, Small doubt is it advisable to invest in lumpsum or monthly SIP in multi cap NFO funds And if possible can you please explain us Mahindra manulife manufacturing fund new NFO....
Sir i am no one to suggest you but you have great knowledge. I really fill instead of promotions you should build a community / start your own small case. We are looking for you to add value in our investment journey over a long term
Hi Aditya, no worries. All through your life, you will receive lots of suggestions with 90% of it coming from people who don't know even a quarter of your story or have even tried it themselves. Don't fall for that. Those people will look at things from their viewpoint, their experience and most of it will not work for you. Just listen & judge the credibility of their suggestions -- that's what I do. For example & as you might have noticed, I receive 500+ suggestions each month. However I give a much higher weightage to suggestions from my fellow creators who have gone through the rigour -- a) having the courage to create content, b) have been trolled, c) spent months without earning any income, d) the struggle to find video-worthy topics etc. My peers (like me) look at issues/opportunities from different viewpoints which improves our decision-making over time. I'll conclude by taking your point as an example. You feel I should not do promotions and should instead build a community / start your own small case. Pls reflect upon what you said from a different angle. You're saying : "Shankar -- you've spent some money & the last 18 months to create an asset on TH-cam. But here's my suggestion -- don't monetize it. Instead spend even more time & even more money to create another asset (like a community or smallcase) and monetize that." Notice how weak the argument is -- afterall, we all create assets (you might have mutual funds, property etc.) to make money from it. You're unlikely to agree if someone were to say the same to you.
Hi sir, i want to ask as for eg today nifty 50 while giving positive day change of 4%. Niftybees was on the negative side. Is it a arbitrage opportunity or some other error as it creates a huge problem whether to sell it or not.
Thank you Shankar sir but then how investing in ETFs is a good choice if so much difference is there. And why arbitrage will not work. I love your explaination hence asking.
Sir, I am already doing below, do I need this multi cap ? Navi Nifty Next 50 Motilal Oswal Midcap 150 Motilal Oswal Small Cap 250 Motilal Oswal Microcap 250.
Hi shankar sir, I am Kind of HNI , I want to know should I invest through mutual fund distributor or by my self ? however i can study about mutual funds and invest
Hi. If you don't know much, pls use a financial advisor. They will be an asset to help you understand nitty gritties. You can also gauge their commitment in helping you grow your wealth. Not all advisors are equally committed - some are average and some are good. Once you feel comfortable investing on your own, you can start a parallel track of DIY investing
Firstly thanks for all the valuable content.. I'm having Quant Active Fund SIP and I wish to add another Multicap MF SIP, which Multicap MF do you suggest!!
Most welcome, glad you like my work! As you might have noticed, I don't suggest specific stocks/mutual funds. May I request you to use the multicap fund selection framework I have suggested in the video instead
👉 Discover the benefits of Motilal Oswal Multi Cap at bit.ly/mo_shankar_multicap
👉 NFO closes on 11th June 2024
Pl carry on the good job. You are a knowledgeable subject matter effective communicator.
Thank you very much! 🙌
Great video sir , Bringing in Nifty largemidcap 250 index in this comparison will be more interesting, it fits in exactly inbetween Nifty 500 and nifty 50:25:25 index
Thanks. There are many indices and you'll always find something slightly different. You can try the Nifty LargeMid 250 too, it's a good index. I think the Nifty 500 Multicap 50:25:25 is slightly better though.
@@shankarnath highly agree sir , in general smallcap funds are too volatile, Investing in a good multicap fund is the best way to get good smallcap exposure for a normal retail investor
Thanks for a very insightful video as always. I am watching this video on 22nd of Aug, 2024 and it turns out that, one month after the video was made, Navi has come up with an index fund for the 'Nifty 500 Multicap 50:25:25 Index'!
Glad it was helpful!
Thank you Shankarji ❤
You're most welcome
Your information is very good information for new investors coming to market in the near future, super, thanks
You are most welcome 🙌
@shankar - think of bear market and suggest multi or flexi which one is better?
I prefer to invest in 3 individual funds of each cap rather that in 1 multi cap.
This gives more control and also diversification across multiple AMC and investment styles
It's totally depends on individual to individual. Like I prefer to invest in Flexi Cap Funds.
I am planning to suggest 1 flexi cap and 1 multi Cap fund to my daughter who has just started working. This will be for a very long term (min 10 yrs) through SIP. However, she can increase her SIP and diversify the portfolio after a few years and higher remuneration too. This will cover all the category for a start without thinking too much about too many funds. What is your take? Kindly place your meaningful views as I enjoy & value, watching your videos.
Thanks Shankar ji. How to invest lumpsum now in small and mid cap funds for long term, since their valuations are very high ? Is it better to invest in liquid funds and do STP or invest in Nifty as its valuation is reasonable and then transfer to mid and small caps when their valuations are lower.?
Hello Ketan ji, valuations are a very dynamic number. It's better to consult a financial advisor to help you out with the same.
@@shankarnath Thanks Shankarji. You are one of the best advisors. And I think this is a very common question, but not much information on it. Merits a video from you :).
With the indices going like a YoYo and considering this is an NFO, isn't it more prudent to.at least wait for a month of the NFO? Normally you advise people to wait for a few years before investing in a new fund. Is this an exception?😮
Not a few years, but I do advise a watch time for actively managed funds (not index funds where the methodology is set). The watch time is understand the portfolio buildup, expense ratio, investing style and some comparative performance numbers.
Thank you for the knowledge you have imparted on us. Thank you Shankar Ji❤
My pleasure. So nice of you 🙌
Dear shankarnath , first of all thank you so much for proving valuable information in line with data . They are hardly anyone who does this in stock ananlysis.
I need a suggestion on this :
Is it better to invest individually in large cap , mid cap , small cap funds over 10-15 years horizon or choosing a flexible/ multi cap fund a better choice .
Also , if investing in individual funds is better , which is a better choice - active or passive type
Please kindly input your suggestion .
You're most welcome. I am glad you like my work 🙌
It depends on your preferred allocation. For instance - I like 50:25:25 .. so either a multicap or 2x Nifty 50, 1x Midcap150 and 1x Smallcap250 does the same job for me. So it really comes down to your preferred allocation.
I have a video coming soon on portfolio building. Pls watch that, I'm sure you'll get some helpful tips from there
Why motilal only, are there no other better fund?
It's sponsored content Deepak ji. I've mentioned it in many places. It seems there are advertising rules that don't allow for a comparison in such a video. I'll do a follow up on this at a later stage but I hope you got the message on why I like a milticap layout and how to evaluate any actively managed fund
@@JishnuChatterjeeaap free main gyaa baatiye dekhenge gaadi kitne din Tak chalti hai
sir make a video about creating portfolio with only flexi/multi cap funds. and which are top multicap funds.
Thanks for the suggestion
But if you have separate funds for large, mid and small.
Do you need a flexi cap or a multicap?
That should be fine as it is in my case. The asset mix has to be tracked however, one shouldn't have a situation where everything's lopsided towards largecaps or smallcaps
Can you please also make video on Mirae Asset Mid and small cap 400 momentum quality 100 etf ?
Thanks for the suggestion
Thanks for the information. Is this video sponsored by any chance?
Most welcome. Yes, Motilal Oswal Mutual Fund has sponsored it in line with their forthcoming NFO. I said that in the video and also in the description
Shankar sir please reply. Motilal oswal MF was running its Large and Mid cap fund with a multicap strategy already. MO Large and Mid cap has a good track record. 5 star VR rating, decent SD, good alpha and good fleet of fund managers. I think this new MO Multicap fund is going to be a better replication with similar strategy. Niket shah and Ajay Khandelwal are mid-small specialists. I am not asking fund recommendation. Just asking about continuation of MO Large and mid process in Multicap fund with a good fund manager team, do you feel the same ?
I haven't analysed or invested in the Motilal Oswal Large and Midcap fund so can't really give any actionable information/opinion on this, sorry! However & as I mentioned in the video, my own preference is on a multicap structure where large, mid and smallcaps get atleast 25% of the overall allocation. Ofcourse, you dont need a multicap fund to get there, you can also convert your existing holdings into a multicap fund type structure. I explained this in detail in my most recent video on How to Build a Strong & Successful Investment Portfolio (th-cam.com/video/R_f2HenF1cQ/w-d-xo.html) .. pls have a watch
Sorry but this is not a typical Shankar video. This sounded more like a paid promotion
Yes, this is very much an advertising video. I mentioned that in the video & in the description.
If you'd rather pay to watch content, do let me know .. it's generally not what others have told me. The majority is happier receiving my YT videos for free while corporates pay for 1-1.5 minute advertising insertions to finance my everyday expenses.
@@satish918 Thank you for the suggestions with re: the revenue model. Your point on credibility is noted too and honestly, over time, any concerns around this has faded. I've realised 'I am what I am' .. I can't change that inspite of different viewers giving different suggestions. I have more than 2000 suggestions now ranging from topics to T-shirt to hairstyle, revenue model, language, speed of pronunciation, use of words, humour, backdrop, editing skills, length of video etc.
There is no end to the suggestions and this helped me realize that the viewer who believes in my content & purpose and is empathetic towards my finances, experiments & well-being -- is the one who is likely to stick with me over time & will look forward to deepening our relationship. I'm more than happy working with those 5,000-10,000 supporters and anyways, the squabblers will themselves fade away interested in finding greener pastures to squat.
@shankarnath what is the expanse ratio for this ?
It's NFO period currently, it takes about a month or so for the expense ratio to show up in the fund factsheet
Shankar, Pl see Physicswallha to know ' who i am' when in doubt.
Sorry didn't understand. You mean the physicswalla channel or Alakh?
@@shankarnath Sirji, The web series
Ok, thank goodness I asked. Alakh ka mobile number hai mere pass, I thought you wanted me to call him and ask "who am I" :)
Will watch the webseries, haven't watched one in a long time. Last one was Maharani Season 3, not as good as Season 1.
Hi sir, i have already holding Axis small cap and Motilal Oswal midlargecap , can u pls suggest, if investing this multi cap is still best for me ?
Hi -- on the face of it, your LargeMidcap 250 & Smallcap should cover the base and adequately mimic a multicap format
New Fund Offering. Available in which broker? What is adv of invest before 11th June?
Most platforms would have it in their NFO section.
@@shankarnath Thank You Sir. I have watched many of your videos. It was very helpful and interesting. I always pick u from search result videos.I have started small amount as SIP of this fund in ET Money platform. 🙌
Glad you like my work, Vignesh ji
Thank you very much sir for explanation,
Small doubt is it advisable to invest in lumpsum or monthly SIP in multi cap NFO funds
And if possible can you please explain us Mahindra manulife manufacturing fund new NFO....
Most welcome. I've always preferred using the monthly SIP route for long-term investments
Ok sure thank you very much
After long time, we need you in difficult times 😢😢😢
What's wrong?
I have Quant Active Fund in multicap space. Is that fund not good enough?
Sorry, I haven't analysed Quant Active Fund
@@shankarnath do some analysis plz
@@subhabratachoudhury Thanks for the suggestion
@@subhabratachoudhury 👍 agree
How is Helios flexicap fund
Nse launches New index Nifty 500 Momentum 50..Pls make a video about thant index sir like UTI Nifty 500 Value 50...Thanks sir.. waiting
Thanks for the suggestion
What happened to your voice
Audio issues :( .. do you like this better?
@@shankarnath no but manageable
:) .. thanks!
Sir i am no one to suggest you but you have great knowledge. I really fill instead of promotions you should build a community / start your own small case. We are looking for you to add value in our investment journey over a long term
Hi Aditya, no worries. All through your life, you will receive lots of suggestions with 90% of it coming from people who don't know even a quarter of your story or have even tried it themselves. Don't fall for that. Those people will look at things from their viewpoint, their experience and most of it will not work for you. Just listen & judge the credibility of their suggestions -- that's what I do.
For example & as you might have noticed, I receive 500+ suggestions each month. However I give a much higher weightage to suggestions from my fellow creators who have gone through the rigour -- a) having the courage to create content, b) have been trolled, c) spent months without earning any income, d) the struggle to find video-worthy topics etc. My peers (like me) look at issues/opportunities from different viewpoints which improves our decision-making over time.
I'll conclude by taking your point as an example. You feel I should not do promotions and should instead build a community / start your own small case. Pls reflect upon what you said from a different angle. You're saying : "Shankar -- you've spent some money & the last 18 months to create an asset on TH-cam. But here's my suggestion -- don't monetize it. Instead spend even more time & even more money to create another asset (like a community or smallcase) and monetize that." Notice how weak the argument is -- afterall, we all create assets (you might have mutual funds, property etc.) to make money from it. You're unlikely to agree if someone were to say the same to you.
Well what a co-incidence! We have two multicap index funds in the NFO zone at the time of this comment
Hi sir, i want to ask as for eg today nifty 50 while giving positive day change of 4%. Niftybees was on the negative side. Is it a arbitrage opportunity or some other error as it creates a huge problem whether to sell it or not.
Nah! Don't use ETF as an arbitrage opportunity, it's next to impossible to make any money from this.
Thank you Shankar sir but then how investing in ETFs is a good choice if so much difference is there. And why arbitrage will not work. I love your explaination hence asking.
Sir, I am already doing below, do I need this multi cap ?
Navi Nifty Next 50
Motilal Oswal Midcap 150
Motilal Oswal Small Cap 250
Motilal Oswal Microcap 250.
I can't decide asset allocation for you but assuming equal weights, you're at 25:25:50 in terms of Large, Mid and Smallcap.
Hi shankar sir, I am Kind of HNI , I want to know should I invest through mutual fund distributor or by my self ? however i can study about mutual funds and invest
Hi. If you don't know much, pls use a financial advisor. They will be an asset to help you understand nitty gritties. You can also gauge their commitment in helping you grow your wealth. Not all advisors are equally committed - some are average and some are good.
Once you feel comfortable investing on your own, you can start a parallel track of DIY investing
Firstly thanks for all the valuable content..
I'm having Quant Active Fund SIP and I wish to add another Multicap MF SIP, which Multicap MF do you suggest!!
Most welcome, glad you like my work! As you might have noticed, I don't suggest specific stocks/mutual funds. May I request you to use the multicap fund selection framework I have suggested in the video instead
I have a portfolio of small cap, flexi cap and large cap fund..
Is adding large cap fund benificial??
Mine is on Whiteoak - predominantly 33% 33% 33% all time.. But i like MO's multicap as it's more focused and concentrated
But why not small cap fund ?
But best is Parag Parikh long term fund