Smallcase vs Mutual Fund - Charges & Other Parameters

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  • เผยแพร่เมื่อ 22 พ.ย. 2024

ความคิดเห็น • 364

  • @AssetYogi
    @AssetYogi  5 หลายเดือนก่อน +2

    Join All-In-One Video Finance App here: vidfin.com/
    Enjoy Free Access to select Financial Insights & 1st Chapter of all the courses.

  • @nikhil1133
    @nikhil1133 2 ปีที่แล้ว +10

    Following you're videos from almost a year now I gained 40% of knowledge ....,🤣🤣

    • @srinivasparimi4204
      @srinivasparimi4204 4 หลายเดือนก่อน +1

      Ultimately knowledge hi gain hota hai. Aksar jo jyada analyse karte hai, wo Paisa nahi banate hai(unless you are almost like robot

    • @shanthkumars9901
      @shanthkumars9901 3 หลายเดือนก่อน

      Returns neg😂

  • @dancewithkartikey3014
    @dancewithkartikey3014 ปีที่แล้ว

    आपकी वीडियो देखकर मुझे भी मुचुअल् फंड मे निवेश करने की जानकारी मिली l आपने बहुत मेहनत की है इसके लिए आपको पुनः हार्दिक धन्यवाद l

  • @Jubin369
    @Jubin369 2 ปีที่แล้ว +4

    Thank you sir. I have made the right decision to invest in mutual fund rather than small case.

  • @TheBoomsonic
    @TheBoomsonic 2 ปีที่แล้ว +233

    You did not mention about the STCG/LTCG applicable on every rebalance. That will also eat into your returns. I rarely see TH-camrs including the taxes while explaining about the differences between MFs and SCs.

    • @rajann44
      @rajann44 2 ปีที่แล้ว +26

      Agreed and thats a huge amount whichh is deducted.

    • @turtlecreek6043
      @turtlecreek6043 2 ปีที่แล้ว +17

      Never Invest if you don't know your tax. STCG is attraced in every rebalance and will be added to your income if you fall in 30% bracket you will be surprised while filing ITR.

    • @sray486
      @sray486 2 ปีที่แล้ว +14

      @@turtlecreek6043 that is on debt funds...on equity, STCG will be charged at 15% (plus surcharge and cess as applicable).

    • @karajkot6735
      @karajkot6735 2 ปีที่แล้ว +10

      Also, STCG tax means you have to fill ITR2, witch is tough and advised by fill by an CA expert. Unlike MF where you need to file Taxes (ITR2) at liquidity while smallcase you need to file Taxes (ITR2) every year.
      I think CA Experts charge ITR2 filing quite a high (2400 INR) witch is a lot to me.

    • @rajann44
      @rajann44 2 ปีที่แล้ว +3

      @@karajkot6735 I paid 5000 to file itr to a ca

  • @nihargautam
    @nihargautam 2 ปีที่แล้ว +1

    Started smallcase last month after watching your video

  • @bhavesh3913
    @bhavesh3913 2 ปีที่แล้ว +6

    One of the honest financial youtuber I have ever seen....Great work Mukul ❤️

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +1

      Thanks a ton

    • @MakeMoneywith_Mani
      @MakeMoneywith_Mani 2 ปีที่แล้ว +1

      Not in this video,sorry to say. 50k ke investment pe 2k ke rebalancing r you kidding me and uske upper STCG ki baat nahi ki. And he'll lot of data manipulated to just prove that small case is better.
      Man small case either invest hugely, or stay away

  • @rajatsanyal6308
    @rajatsanyal6308 2 ปีที่แล้ว +27

    Thanks very useful content. However, we have noticed that the past performance (for a significant period) is not available for small cases. Moreover, we have also noticed that if a small case did not perform well, then it has been removed from the platform. Kindly, correct me if I am wrong: The performance of the smallcase significantly depends on the fund manager performance. Also, the past history of the fund manager is not available as it is a very new product.

    • @smeshnoymatvey2054
      @smeshnoymatvey2054 ปีที่แล้ว

      "We have noticed".... suffering from multiple personality disorder?

  • @sanjibadhikary548
    @sanjibadhikary548 2 ปีที่แล้ว +6

    Sir you are truly the BACKBONE maker of modern youth through financial knowledge

  • @YogiJi748
    @YogiJi748 ปีที่แล้ว +2

    The reason why I would choose Mf, Trust,, safety of my money..MF like Kotak, SBI, ICICI, Axis, HDFC are backed by biggest banks and corporate houses...And this is something which can't be valued...Safety and Trust is the most important aspect for me...Risk hi Lena hai toh I will directly invest in stock market...Else MF is best...

  • @rohitchoudhury1
    @rohitchoudhury1 5 หลายเดือนก่อน

    Best finance/investment on youtube

  • @ayushmittal7144
    @ayushmittal7144 2 ปีที่แล้ว +6

    You are doing Great Work Sir I am 24yr old and learnt a lot from you 💯💯💯💯

  • @prateekgupta6436
    @prateekgupta6436 2 ปีที่แล้ว +6

    Best video ever on Smallcase functioning charges etc etc and that too with proper comparison Thanks a lot sir for this 🙏🏻❤️
    This was very much needed 🙏🏻🙏🏻

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      You are most welcome

    • @ganeshkewale1318
      @ganeshkewale1318 2 ปีที่แล้ว

      My name is Ganesh my date of birth 1991 salary is 9000rs sales men in supermarket I neended 1bhk minimum price is 15lakh I have 7lahs calculate give your opinion sir

  • @vinodrd8275
    @vinodrd8275 2 ปีที่แล้ว

    धन्यवाद सर मैं 24 साल का हूं फाइनेंसियल एजुकेट करने के लिए आपका बहुत-बहुत धन्यवाद
    आपके वीडियो देखने के बाद मुझे पैसे कहां इन्वेस्ट करने चाहिए इसका पता लग जाता है

  • @akashmath6085
    @akashmath6085 2 ปีที่แล้ว +16

    Thanks a lot sir for most significant information❤️🙏🏻 most of the youtubers don't cover all the facts while promoting smallcases.

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +5

      It's my pleasure

    • @mukeshkanojiya4165
      @mukeshkanojiya4165 2 ปีที่แล้ว

      @@AssetYogi 💥 Which has high return after all the deduction? Pls tell with percentage. also I am planning to invest for longer time probably 3-5 years for higher returns. So smallcase is best?

  • @updeshshekhawat7821
    @updeshshekhawat7821 2 ปีที่แล้ว +39

    Overall for just 2 percent one has to divert his time and always buy and sell in the name of mutual fund. So mf is best

    • @Home_946
      @Home_946 2 ปีที่แล้ว +19

      If you have time to comment on a yt video you'll have time to click on the rebalance option. Hardly takes any time.

    • @mrmnj27
      @mrmnj27 2 ปีที่แล้ว +5

      @@Home_946 yee mutual fund behcne wala hoga 😅

    • @adwaitvedant3297
      @adwaitvedant3297 2 ปีที่แล้ว

      @@mrmnj27 1-2% me kya zyada amir hojaega re??

    • @bishal_k_roy
      @bishal_k_roy 2 ปีที่แล้ว +5

      2% can makes lakhs of difference in the long run

    • @ayushmandhar1418
      @ayushmandhar1418 2 ปีที่แล้ว +5

      @@bishal_k_roy when you'll have to take 15% STCG tax into account upon every rebalancing to wo bhi stack up ho jayega in the long run

  • @harishmangesh995
    @harishmangesh995 2 ปีที่แล้ว +10

    Thank you sir, your video on purchasing agriculture land helped me a lot in completing my purchase without any problem. God bless you and your family.

  • @devashishkothiyal1866
    @devashishkothiyal1866 ปีที่แล้ว +1

    Very detailed explanation in the easiest way... Thank you sir👏👏👏👍👍

  • @RajeevKapila
    @RajeevKapila 2 ปีที่แล้ว +1

    Thank you for such a valuable comparison. I think for beginners Free Access Small case are good.

  • @FIREinIndia
    @FIREinIndia 2 ปีที่แล้ว +3

    Mukul ji, as always, an amazing video. Cleared a lot of doubts about small case 🙏

  • @AnkitKumar-qe3eb
    @AnkitKumar-qe3eb ปีที่แล้ว +2

    sir,
    Ek confusion hai
    Jab bahut sare videos mein maine yh suna ki ' hame sahi price pe koi stock milte hi invest kr dena chiye aur long term k leye chor dena chahiye ya fir kuch log downtrend mein correction ya kahe sell/buy kar skte hai jo ki kabhi kabhi esa hota hai, saal m 1 baar lagbhag '
    Par small case ke concept mein rebalancing har 3/4 mahine mein hota hai ya fir jada frequently bhi ho skta hai - ese mein rebalancing ki wjh se charges bahaut jada ho jaayenge, 1 saal mein 4 4 rebalancing.
    Please ek regarding- 'prakash dalye'
    Thank you

  • @Adnan-jf2wh
    @Adnan-jf2wh 2 ปีที่แล้ว

    1.)When you Invest 1 Lakh or 50k rebalancing with Rs 2000 is hardly possible.
    2.) Whenever you Sell a Stock their are DP charges Rs 13.5 + 18% GST on different Stock Sold (irrespective of Quantity) your small case will hold anywhere between 12 to 13 stocks, Rebalancing with just 3 stocks / Quarter you would end up paying Rs 191.16.
    3.) STCG/ LTCG are taxed 15% and 10% would further dampen your returns
    4.) Rs 300- 900 Demat account charges annually depending on your broker
    All these charges Add up more then the charges you would pay in Mutual Fund. And moreover the small cases are more off shorter timeframes and market cycles, Whereas mutual funds are true wealth building instruments that have proved themselves over the long run.

  • @gokulshahane2982
    @gokulshahane2982 2 ปีที่แล้ว +2

    Best paid small case review

  • @charlesae1
    @charlesae1 2 ปีที่แล้ว +2

    Thanks. I was looking for such a video. You have made it Kristal clear.

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Glad it was helpful!

  • @thakurtimmy8624
    @thakurtimmy8624 2 ปีที่แล้ว +1

    Dahnyabadh guru ji☺☺👌✌👍

  • @GAURAVKUMAR1019
    @GAURAVKUMAR1019 2 ปีที่แล้ว +19

    Very detailed video sir 🙏🏻
    But we need to include tax calculations in our returns analysis. I rarely see any TH-camr including STCG/LTCG in returns calculations. These returns look amazing till we factor in taxes (tax terrorism). Also, These STT/ DP charges are nothing in front of 15% and 10% charges which one has to pay for capital gains. After paying taxes usually moderate returns become average returns. Tax calculations are must for all returns analysis.

    • @karajkot6735
      @karajkot6735 2 ปีที่แล้ว +4

      Also, STCG tax means you have to fill ITR2, witch is tough and advised by fill by an CA expert. Unlike MF where you need to file Taxes (ITR2) at liquidity while smallcase you need to file Taxes (ITR2) every year.
      I think CA Experts charge ITR2 filing quite a high (2400 INR) witch is a lot to me.

    • @WhyAnkurGautam
      @WhyAnkurGautam 2 ปีที่แล้ว +2

      Yes correct! Thanks for pointing that out.

    • @ankitasaxena5891
      @ankitasaxena5891 2 ปีที่แล้ว

      Hey um.. silly question. But I'll still go ahead.
      So for mf we do have equity linked saving schemes similarly, is there anything for small cases too ?

    • @GAURAVKUMAR1019
      @GAURAVKUMAR1019 2 ปีที่แล้ว

      @@ankitasaxena5891 I don't think so. Anyways smallcases are not a good investment option at the moment.

    • @mukeshkanojiya4165
      @mukeshkanojiya4165 2 ปีที่แล้ว

      💥 Which has high return after all the deduction? Pls tell with percentage. also I am planning to invest for longer time probably 3-5 years for higher returns. So smallcase is best?

  • @NolanGouveia
    @NolanGouveia 2 ปีที่แล้ว +2

    Always great stuff! This is why I force this info into all my undergrad classes I teach. Too important!!

    • @rishu808
      @rishu808 2 ปีที่แล้ว

      U understand hindi ?

  • @ashishj660
    @ashishj660 หลายเดือนก่อน

    Subscription charges are very less considering the return which paid smallcase provide. So its worth it

  • @vijaypimparkar9954
    @vijaypimparkar9954 2 ปีที่แล้ว +3

    Thank you... It means opting SIP option for SC will be further expensive Is it ¿

  • @piyushjain6489
    @piyushjain6489 2 ปีที่แล้ว +2

    really have these doubts which are now cleared . thank you

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      You're most welcome

  • @panwardeepak79
    @panwardeepak79 2 ปีที่แล้ว +1

    स्मॉल केस🤔🤔🤔🤔,nicee वीडियो मुकुल जी🙂🙂👌👌🇮🇳🇮🇳🇮🇳👌👌🙏

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +1

      Keep learning :)

    • @panwardeepak79
      @panwardeepak79 2 ปีที่แล้ว

      जी🙂🇮🇳🙏

  • @sanjiv144
    @sanjiv144 2 ปีที่แล้ว +1

    Wow Mukul sir...
    I was having the same doubt regarding small case at this moment....
    Thank you for uploading this..

  • @TravellingAround
    @TravellingAround 2 ปีที่แล้ว +8

    The brokerage charges will depend upon the number of stocks getting rebalanced on every rebalance.

    • @kamals6624
      @kamals6624 11 หลายเดือนก่อน

      😢 Okay sir

  • @abhijitmetla950
    @abhijitmetla950 2 ปีที่แล้ว +1

    Liked it. Super information ℹ️ℹ️. Nobody except you make such investment videos. 🙏🏻🙏🏻

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +1

      Glad you liked it

  • @paragabhyankar962
    @paragabhyankar962 2 ปีที่แล้ว +2

    I was one of those subscribers raising question about smallcase. This video cleared all my doubts. Thanks AssetYogi.

    • @sray486
      @sray486 2 ปีที่แล้ว +3

      he didn't mention about the STCG/LTCG charges applicable on every rebalance though

    • @paragabhyankar962
      @paragabhyankar962 2 ปีที่แล้ว

      We have a freedom whether to follow the rebalance suggestions or not. To me, if I buy a stock (directly or via Smallcase) it's going to be in my dmat account for at least 3 yrs 😀 so 10% LTCG always.

    • @sray486
      @sray486 2 ปีที่แล้ว +1

      @@paragabhyankar962 If we don't do rebalancing then what's the point of subscribing to a smallcase, we can directly invest in the stock market ourselves 🧐

    • @namanpahuja7653
      @namanpahuja7653 2 ปีที่แล้ว +2

      @@sray486 the point here is portfolio management . Beginner know nothing about portfolio management thats where smallcase is benefecial.

    • @sray486
      @sray486 2 ปีที่แล้ว

      @@namanpahuja7653 Agreed with you but also we need to keep in mind that one should only invest in a smallcase (specially paid one) if he/she has a sizable amount to invest. Capital minds who also have some smallcases have written articles explaining the details of smallcase investment and it's pros and cons which everyone should read before investing into smallcases.

  • @drsbiswas
    @drsbiswas 2 ปีที่แล้ว +7

    Nice comparison, but you forgot to tell the "EXIT" charges in MF and some of MF has Lock period.

  • @ashispradhan.
    @ashispradhan. 2 ปีที่แล้ว +6

    Please don't compare a financial instrument with an app. In future smallcase may not be there, but mutual funds are always be there..

    • @MakeMoneywith_Mani
      @MakeMoneywith_Mani 2 ปีที่แล้ว

      Yes, 100% agreed with you

    • @badshask5707
      @badshask5707 2 ปีที่แล้ว

      Mf is best bcoz ek normal person vi 100 rupees invest karke 50 company me laga sakta hai.

    • @badshask5707
      @badshask5707 2 ปีที่แล้ว

      But ye nehi k smallcase kharab hai..

  • @shamasundardesai9949
    @shamasundardesai9949 2 ปีที่แล้ว +1

    Super calculations, information 👍🙏👌👏

  • @siddeshshirsekar4021
    @siddeshshirsekar4021 2 ปีที่แล้ว +1

    Sir u r simply brilliant I m ur fan very good Lehman language

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Keep watching

  • @vickypu05
    @vickypu05 2 ปีที่แล้ว +1

    Sir can you suggest me whether I buy CESC Company share or not. Please reply soon.
    Thank you

  • @sunilmeelchoudhary
    @sunilmeelchoudhary ปีที่แล้ว +2

    Sir smallcase se buy karne se fir demat charge lege and brokerage dp charges
    Isse acha to matual fund best h

  • @shivamkakkar7318
    @shivamkakkar7318 2 ปีที่แล้ว +2

    You earning more and more respect after sharing new content and knowledgeable video 🙏🙏🙏 keep inspiring us

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Thanks a ton

    • @priti9909
      @priti9909 ปีที่แล้ว

      Have seen you only reply to those who make positive comments on your videos. Why not those who have pointed out some things you have missed out? Will help viewers understand better

  • @SuperHitTuber
    @SuperHitTuber 2 ปีที่แล้ว +2

    Excellent video sir👏

  • @Itsdebasish_
    @Itsdebasish_ 2 ปีที่แล้ว +4

    Hi Sir, Every body tells to study & analysis the profile of a company before buying the stocks of it but it will be very helpful if you can share some information regarding how to read and analysis the P&L, balance sheets etc etc with practical examples so that one can analyse it regardless if one is from a commerce background or not!
    Thank you!

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +1

      Watch this Master Investor Series: th-cam.com/video/2USGSuPe8SQ/w-d-xo.html

  • @pradeepchouhan9507
    @pradeepchouhan9507 2 ปีที่แล้ว +1

    Wish u very very happy new year

  • @partharanjandas4323
    @partharanjandas4323 2 ปีที่แล้ว

    Nice video....Very good information of SMALL CASE... But....
    Can I make any busket in SMALL CASE investment...?

  • @amitkumar-yc8eo
    @amitkumar-yc8eo 2 ปีที่แล้ว +1

    Share market me nivesh k tarike par video banaye Sir stocks par bhi

  • @mridularawat1000
    @mridularawat1000 2 ปีที่แล้ว +2

    Thank you so much god bless you .only your channal is subscribe .you content is too good no need to search other channels. Your voice is too loud and clear .contend is too good ,explanation is Speachless.

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Thanks and welcome

  • @pawanyadav3707
    @pawanyadav3707 2 ปีที่แล้ว

    Thnku sir for this video, nowadays everyone should know this comparison

  • @r.rajendranrajendran9284
    @r.rajendranrajendran9284 2 ปีที่แล้ว +1

    Analysis upto the mark..thanks 👍👌

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Welcome 👍

  • @gamerszone8478
    @gamerszone8478 2 ปีที่แล้ว +5

    Superb Sir!!!👌👌 Rebalancing was the issue I was looking forward to.. Thanks for clearing doubts.. Keep such information flowing...🙏🙏

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      My pleasure

    • @ganeshkewale1318
      @ganeshkewale1318 2 ปีที่แล้ว

      @@AssetYogi please do reply name Ganesh 1991 single I have 7lakhs I have a perfect house iam in goa but need a one more house my salary is 9000rs only ......

    • @shanthkumars9901
      @shanthkumars9901 3 หลายเดือนก่อน

      9000😂 me goa

  • @Ukartemotion
    @Ukartemotion 2 ปีที่แล้ว +1

    Amazing video sir I salute ur hardwork

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +1

      Thank you so much

  • @KAPILSHARMA8010
    @KAPILSHARMA8010 2 ปีที่แล้ว +1

    Thanks sir for grateful knowledge............

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Most welcome

  • @SurajKumar-nx2vd
    @SurajKumar-nx2vd 2 ปีที่แล้ว +1

    Thank you sir for such a interesting information

  • @vishwanathgaur8749
    @vishwanathgaur8749 10 หลายเดือนก่อน

    Sir, can I purchase in one small case again and again like one single mutual fund.And can I sell units again and again like single mutual fund.can I invest lumpsum or should I depend on manager for further lumpsum investmemt

  • @zorawarsingh6648
    @zorawarsingh6648 2 ปีที่แล้ว +2

    Much waited analysis 🙏

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Hope you like this video :)

  • @srinaga1975
    @srinaga1975 2 ปีที่แล้ว +1

    Very detailed information ; Thank you

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      You are welcome

  • @NETCLICK9
    @NETCLICK9 2 ปีที่แล้ว

    Ek video phone pe se gold buy Karna accha hota hai ya nahi. Iske baare me banaye.Agar phone pe band ho gaya toh humne Jo gold me invest kiya hi long term ke liye toh hume return kaise milega.

  • @forwardedmany_times
    @forwardedmany_times 2 ปีที่แล้ว

    बहुत बहुत धन्यवाद भाई. मेरी तो आपसे व्यक्तिगत मिलकर शेयर बाजार में आगे बढ़ने की इच्छा होती है. मैं आपकी सहायता जरूर लूंगा. मैंने आपके विडियो देखकर शेयर बाजार को बहुत कुछ जान लिया है. आपकी सहायता किस प्रकार ले सकते हैं जरूर बताइगा.

  • @subhashchandraghildiyal9721
    @subhashchandraghildiyal9721 2 ปีที่แล้ว

    Good evening sir..
    How can we know in our portfolio which part is smallcase and which is self invested shares.

  • @paragvaishampayan9501
    @paragvaishampayan9501 2 ปีที่แล้ว

    You are always upto mark.always. really appreciated.. Regards..Parag

  • @sumitpandit7625
    @sumitpandit7625 ปีที่แล้ว

    Sir isme aapne lump sum invest ke baare main bataya hai please SIP ke liye kon sa achcha hai wo bhi bataiye

  • @maheshdaware-swamicomputer6955
    @maheshdaware-swamicomputer6955 2 ปีที่แล้ว

    I am already trying for a smallcase of 6mth...its very easy to manage with full control.

    • @shahabdul197
      @shahabdul197 2 ปีที่แล้ว

      How is ur experience so far smallcase investment

  • @princepd4864
    @princepd4864 2 ปีที่แล้ว +9

    Can you create a tax-related video for full-time college students who dont have any income, trading in stock market with their pocket money?! There is not a single video on this topic.. Will be helpful ! ✌️🙌

    • @yashkeshari17
      @yashkeshari17 2 ปีที่แล้ว +1

      To isme ky video bnega.. pocket money jo tumhe mil rhi hai.. wo ek capital receipt hai, income nhi.. q ki it's post tax income of your guardian, which is being shared to you and other family members. Baki tm usse agar returns generate kr rhe ho to it'll be taxable in your hands. Also, if income for 1 F.Y. is >2.5LPA, you must file ITR. Even though no tax liability arises.

  • @govindrudrawar2540
    @govindrudrawar2540 2 ปีที่แล้ว

    First Viewer, exactly the question I had. Thanks a lot

  • @JoshiGee
    @JoshiGee 2 ปีที่แล้ว +1

    As always one more Super analysis.

  • @Theashutoshv89
    @Theashutoshv89 2 ปีที่แล้ว +1

    always new to learn. such a amazing content

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Thanks and keep learning

  • @CrypstockPavanHR08
    @CrypstockPavanHR08 ปีที่แล้ว

    Superb Video, Sir

  • @manindermann8164
    @manindermann8164 7 หลายเดือนก่อน

    suggestthe top 5small casese with higher than 25 % return- also tell how to select smallcase and check the profile of person who made that smalllcase. How safe is smallcase is it regulated by SEBI

  • @turbulantarchitect5286
    @turbulantarchitect5286 ปีที่แล้ว +1

    Smallcase has transparency problem. They ask investors to subscribe to a smallcase without knowing the components of the investment. You can not even see the stocks used in a smallcase without paying a fee.

  • @adityatripathi9917
    @adityatripathi9917 2 ปีที่แล้ว

    Helo sir small case me sip kaise kre or kya kya charges lgenge please is ko bi toda btaye

  • @rajesh6401
    @rajesh6401 3 หลายเดือนก่อน

    Also brokerage will be there while rebalancing if selling is there

  • @suprajitghosh9906
    @suprajitghosh9906 2 ปีที่แล้ว +5

    Thanks a lot for sharing such an informative video. It answered a lot of questions that we have in our mind.
    I have one question. If a small case is getting adjusted in 3-6 months duration then we have to include the taxation on short term capital gain, right ?

    • @MakeMoneywith_Mani
      @MakeMoneywith_Mani 2 ปีที่แล้ว

      Yes shares are in your demand account, so u need to pay 15% stcg tax

  • @surend8235
    @surend8235 2 ปีที่แล้ว +12

    Hello sir can you make video on ITR filling which should cover details like is ITR filling mandatory if income below २.५ lacs but having income from shares market

  • @rupeshsuryawanshi3057
    @rupeshsuryawanshi3057 2 ปีที่แล้ว +1

    Best information thank you

  • @bosebose5898
    @bosebose5898 ปีที่แล้ว

    smallcase has to give cagr return more than 50% year only Then this product is very good, if not we have to pay tax it will hurt our wealth creation . then better choice mutual fund.

  • @Ukartemotion
    @Ukartemotion 2 ปีที่แล้ว +1

    Plzz sir make the video 2022 index funds thank u much ur videos is superb

  • @manasnag6560
    @manasnag6560 2 ปีที่แล้ว

    Most awaited video

  • @supriyomondal8829
    @supriyomondal8829 2 ปีที่แล้ว +12

    I heard so much about Momentum based smallcases. Earlier there were two major such small cases one was from capital mind and other was from weekend investing. Now there are so many momentum based paid small cases. do you suggest such smallcases for someone in his early thirties and how much of one's portfolio one should allocate to such Momentum based investing

    • @mukeshkanojiya4165
      @mukeshkanojiya4165 2 ปีที่แล้ว

      @Ankit 💥 Which has high return after all the deduction? Pls tell with percentage. also I am planning to invest for longer time probably 3-5 years for higher returns. So smallcase is best?

  • @rajibatfriendswish
    @rajibatfriendswish 2 ปีที่แล้ว +1

    Very Imformative Video

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Thanks for liking

  • @mayankshah8861
    @mayankshah8861 ปีที่แล้ว +1

    very informative...thanks

    • @AssetYogi
      @AssetYogi  ปีที่แล้ว

      Glad it was helpful!

  • @ashuetrx
    @ashuetrx 2 ปีที่แล้ว +3

    you never disappoint me , this is exactly the kind of comparison that I was looking for .

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว +1

      Thanks Ashish

    • @brucebatmanwayne8514
      @brucebatmanwayne8514 ปีที่แล้ว

      Bro, it's dumb to take opinion about something from someone who has a vested interest in smallcase. He has skipped over the entire taxation which will eat your returns

  • @rajendrarathi5286
    @rajendrarathi5286 ปีที่แล้ว

    Nicely Eloborate. Good.

  • @waheguru1810
    @waheguru1810 2 ปีที่แล้ว +1

    Informative content indeed, as usual. Keep it up.

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Much appreciated!

  • @arun2pratap
    @arun2pratap ปีที่แล้ว

    Sir I like your video, but still you have missed many of the small case points I think(no offence).
    1. The rebalancing is more aggressive.(it will come in your tax bracket, never will be able to claim LTG)
    2. If you have SIP will incur monthly charges.
    3. In case of subscribed smallcase - the subsicription fees + rebalencing is more aggresive. ( it might even go more than 15-20% for 1-lakh yearly investment with risk of the fund manager methodology not working as expected for that market.)

  • @watchherworld2368
    @watchherworld2368 5 หลายเดือนก่อน

    How to calculate charges when we have invested in SIP?

  • @SandyDamy
    @SandyDamy 2 ปีที่แล้ว +1

    Not sure why you didn’t touch the topic of STCG & LTCG. Selling those stocks should cost much higher when there is a rebalancing. Correct me if I’m wrong.

    • @AssetYogi
      @AssetYogi  2 ปีที่แล้ว

      Watch this video: th-cam.com/video/DapZwJZLiFQ/w-d-xo.html

  • @santoshlaxmeshwar9372
    @santoshlaxmeshwar9372 2 ปีที่แล้ว

    Relevant subject video👌

  • @pratikraval9241
    @pratikraval9241 2 ปีที่แล้ว +1

    Thank you sir....

  • @SaritaDevi-eq8vb
    @SaritaDevi-eq8vb 9 หลายเดือนก่อน

    What are the exitoad charges??

  • @raghvendrasingh7005
    @raghvendrasingh7005 2 ปีที่แล้ว

    Best explanation Thank u so much sir.

  • @nikkananda
    @nikkananda 2 ปีที่แล้ว

    Question: If we just take subscription for 3 Months on Smallcase without auto renewing, how much impact will be on returns?? basically no rebalancing

  • @rohitborkar7453
    @rohitborkar7453 2 ปีที่แล้ว

    Sir khud ke banaye huwe small case par bhi DP charges applicable hai kya.

  • @hemendra005
    @hemendra005 2 ปีที่แล้ว

    Thank you sir very good information...

  • @rishab6216
    @rishab6216 2 ปีที่แล้ว

    Sir 100rs charges is one time. Or will add everytime like if I start sip of same.

  • @awscourse8812
    @awscourse8812 8 หลายเดือนก่อน

    Can we get tax exemption for smallcase subscription fees?

  • @sammy7322
    @sammy7322 2 ปีที่แล้ว +3

    Hello sir.. nice information... Par ek dought hai k agar small case me 5000 ki SIP karte hai to every transaction 118 rs charge lagega kya? Aur uske charges MF se Jayda honge kya?

  • @rohitborkar7453
    @rohitborkar7453 2 ปีที่แล้ว

    Sir Dp charges small case sell karte samy hi lagte hai ya phir buy karte samy bhi lagte hai please give a response sir 🙏🙏

  • @cg-vyapam
    @cg-vyapam 2 ปีที่แล้ว

    Thank you sir for financial education videos..😊

  • @kamalachaudhury902
    @kamalachaudhury902 2 ปีที่แล้ว

    Excellent explanation with clarity