How do I invest in Mutual Funds? INDEX INVESTING (Market Weighted vs Equal Weighted) | DSP
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- เผยแพร่เมื่อ 17 มิ.ย. 2024
- ►More information on DSP Nifty 50 Equal Weight ETF: dspim.co/EWETFA
►Product labeling/ Scheme & Benchmark Riskometers and more information of DSP Equal Nifty 50 Fund: dspim.co/ENIFA
►Scheme information document of DSP Nifty 50 Equal Weight ETF: bit.ly/3lWH4n2
►Download the DSP Mutual Fund app: dspim.co/AApp
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►My course details: docs.google.com/forms/d/11xgl...
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Mutual Fund Investing is one of the popular investment options. When I started my investment journey, I too would invest via mutual funds.
But it can be a little confusing, especially for novice investors.
So on this video, I explain what all mutual fund options are out there and the upcoming ones too. Do watch the video till the end to have a holistic understanding!
0:00 Intro
00:52 My journey of Mutual Fund Investing
03:10 Mutual Fund Instruments that I hold
05:26 Index Mutual Funds
13:09 Investing in the market at current level
15:03 Mutual Fund or ETF?
16:15 Key points
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►More information on DSP Nifty 50 Equal Weight ETF: dspim.co/EWETFA
►Product labeling/ Scheme & Benchmark Riskometers and more information of DSP Equal Nifty 50 Fund: dspim.co/ENIFA
►Scheme information document of DSP Nifty 50 Equal Weight ETF: bit.ly/3lWH4n2
►Download the DSP Mutual Fund app: dspim.co/AApp
______________________________________
►My course details: docs.google.com/forms/d/11xglZTe8SwGD0vh3A77Gopc-mtRR-pom-zH7fpp44qM/viewform?edit_requested=true
Akshat, Could you create a detailed video on divided yield in passive investments and how it add value to our return..?
Hai bro
Hi akshat can you make more videos on index investment like new index given by NSE like NIFTY ALPHA LOW VOLATAILE, NIFTY LOW VOLATILE 30, NIFTY 50 VALUE 20. Can you please make a detailed video on this passive investment.
Akshat we need that guitar play. You promised you'll play at 500k
Asusual Detailed Video and with AWESOME INFO much needed. Quick question Few years back as a beginner i have started my MF with an Advisor in Regular Plan is there any way i can able change those as DIRECT PLAN now
This market is one very complicated place and most people pay more attention to the shiniest positions on the graph which is why it will always remain a cash den for people who know where to look. Get a help and have your money work for you.
Well depending on your investment discipline, sure you can reach your goal, but with the impending market correction in mind, I think its probably best you hire an investment coach/F.A to guide and mentor you.
@@ricardofenandes1819 I understand the fact that tomorrow isn’t promised for anyone, but investing is a hard thing to do because I have no idea of how and where to invest in these?
@@ramoncalvin2527 It doesn't matter how long you stay, how much money you make, how hard it is for you, and how many generations you keep it, although it is best to always seek the advice of a professional.
@@dennispainter8684 That's impressive. Are you giving her your money or the money stays in your account? I have heard about copying trades but have not looked into it but i have an idea of what it is
@@linguistfisher8591 With the right strategy, it isn't difficult making up to 6 figure monthly profit, ever since last year I've made up to $110,000 monthly profit and although I've been investing for awhile, getting help from a portfolio manager was essential for me to see these market opportunity and take advantage of them.
500K
At 250K you mentioned you will play guitar when it hits 500K
ya he did
You are the only one explaining the types of Index fund, rest all are just shouting that index funds are less risky investment. Thank you.
Thank you for this great advise as I am concentrating only on Index funds and ELSS
Thank you for this video, Akshat! Could you make a separate video on liquid debt funds? I'm struggling to understand which one and how to invest in these. Looking forward to this video. :)
Thanks akshat for providing high quality information for free and on regular basis. The way you explain is really amazing even a person who has no knowledge about stock market can easily understand. Congrats on 500k 🙂
Thanks Akshat for sharing your knowledge with us! :)
Best part is your voice and the content. Very crisp and clear like a teacher 👨🏫 very interesting and useful information. Thank you 😊
Thankyou for creating awareness on index funds differences. Actually you had scaled down your view on index fund is good for your channel as many investors are not that much mature to understand .
This was very informative indeed. The new concept of equal weighted index fund is very interesting.
Enjoyed watching the video and gained a good understanding of the concepts. Great job, Akshat . Thanks.
Your subscibers are going up like irctc stock .... The only difference is they are not going to come down ❤️❤️❤️.... Love your videos....
the one video i was waiting for .... tyvm sir
Excellently explained Akshat.. infact this was my doubt for long time.. Index Vs Equal weight index
Very good informative video on Index Mutual fund. Akshat ji I am always waiting for new videos from you on youtube. Thanks for sharing your vast experience.
congratulations on 5 lakh subs!
regards,
Sub before 1 lakh :)
Thank you for good explanation. THOUGH I AM investing since a long time I don't know there are two types market cap weighted and equal waited.it is knowledgeable
You might have invested in Regular MF through some agent thats why don’t bother to know holding patterns! 😎
Thank you for sharing your story and speaking in such simple language... Thank you for your time and sharing your knowledge
Awesome explanation on market weighted and equal weighted part.
Thanks!:)
Thank you soooooo much Akshat. Your content is a gem!
Yes, I agree
Congratulations for 500k family.... 😍
Do not agree with his final recommendation of mix and match between market cap and equal weighted index fund. The reason being, the companies are the same, the weightage differs, so for a retail investor, the difference will be miniscule. However if you do mix and match, you are buying the same stocks in two different scheme
Example
If you mix and match - Reliance will be 10.66% (market cap) plus under equal weightage you will get 2% = So eventually you will be buying the same stock resulting in a total of 12.66%. So how does it really benefit you.
Neither are you diversifying or adding value to your portfolio if you mix and match.
Also note that under the market cap basis, the lowest weightage is 0.50% for few stock, so the net difference between market cap and equal weightage basis is 1.50%. For a retail investor the net return is insignificant.
The ideal thing is based on your strategy opt for one index fund either equal weight or market cap basis BUT DEFINITELY NOT MIX AND MATCH BOTH. Use the extra money to invest in another fund such as nifty next 50 instead of mix and match.
Why are you not putting disclosure that this is a sponsored video by DSP. These are the basic things which you should do. I am sure you are aware of this, I think it is time to question DSP as to how and why they allowed you to use their name if this is not sponsored.
How NIFTY next 50 is better for diversification as there is more risk associated than NIFTY 50
He has no ethics.
You do not end up with a 12% stake if you mix and match. Suppose you have 200 rupees. You put 100 in a market weighted fund and 100 in an equal weighted fund. You'd have 10.66 rupee stake in Reliance in the market weighted fund and 2 rupee stake in Reliance in the equal weighted fund. So out of 200 rupees you'd have only put 12.66 rupees in Reliance. The percentage comes out as 12.66/200*100=6.33% compared to 10.66% if you hadn't mixed and matched.
@@DM-hm4us Point taken. You are right. If I can extend this point further, what would happen if nifty 50 has a weightage of 0.50% on one stock. Then mix and match in this scenario will be
100 rupees at 0.05% = 0.05 plus 2% = 2Rs.
So doing this it will in fact increase to 2.05. Is my understanding correct?. In effect the lower weightage stocks in the index will have more weightage in the portfolio than the higher weightage ones
@@DM-hm4us Another point
The bigger stocks in the Nifty50 index may skew returns over the long period, but in the falling market they act as a cushion, which might not happen in equal weight strategy as the weight of every stock will be around 2%
Awesome explanation as ever
धन्यवाद अक्षत अपनी सलाह देने के लिए 😊।
Dear akshat..
Posts are simply awesome and professional..
However could you please explain from basics on futures and options how to earn regular money...
Super duper explanation. Thank you sir.
Good one Akshat bhai!!!
Congratulations for 500K Akshat Bhai 😀. Looking forward for you to hit 1Million soon ❤️
Thank you so much. Can you Plz make a video on top 5 performing funds with lower expense ratio for both the mentioned categories.
I have done the same of around 15k in equal-weighted & around 10k in market cap index. Just to see long term performance of both index funds
Thanks for such great information
Wonderful information u shared., thank u so mich
Akshat's all videos are SUPER IMPORTANT 😊
Hey akshat please make vedios from start so that house wives like me can understand each and every thing about these topics and put our money in right place..l love your contents..you explain very clearly...thank you
Hi Akshat,I have a query that, if fund manager has agreed upon certain set of stocks in his portfolio during the time of NFO. Is he allowed to remove certain stocks and pick certain stocks based on performance?? And if yes how often he can do that?
Thanks for the knowledge stream 🤩
A question that's bothering from a while, how should I allocate my investment. In which ratio, should I invest in MF, Stocks, keeping emergency fund. I'm 22. Can you please enlighten me on this topic???
Excellent. Please make a video on building Emergency funds.
Hey Akshat could you cover Asian paint whistle blower news and what should we do as an investor
Hi Akshat. You said about tracking your portfolio with the help of the Index Fund: does it mean that you own the same shares as the Index? Thanks
Back to old background it is very cool
Hello Akshat, could you please explain liquid funds compared with arbitrage funds?
Hi Akshat , Could you please talk about indexation and how it helps us in saving tax on long term capital gains.
hello Akshat, been watching your informational videos for quite a some time now. Thank you for the invaluable knowledge. I need an advice. From which platform should i buy index funds? Thanks in advance.
What about MO S&P index MF? It's expense ratio is high when we compare to any other Indian index fund.
Direct invest in US fund is better or US index fund is better?
Awesome! 👏
sorry, would you opt for 💯 equity or blended approach if investing in index funds for a long period. Just your opinion
Grateful to be able to learn from you
Glad to be able to help!:)
Oh.. thank you I was not aware of equi weighted index funds.
And Yess.. 500k it is .... Congratulations Akshat and Zayn!!!!!!!!!!!!!!!!!!!🥳
Thanks Chinmay!:)
@@AkshatZayn ☺️
Also about last video
Lupin,
Cipla
Biocon
These stocks are other pharma stocks which I and many others I believe , want to see your view on these stocks
Would you please give us detail info regarding best mutual funds of year 2021, 2022 etc., There's a lot of video in youtube that suggest. And these are confuse the retailer weather one should start a new investment in new mutual fund each time n year, what should be the strategy regarding, If someone want to start an sip then what would be scenario.
Didn't even know about equal weighted ETFs ! Sounds like a better idea than regular Index ETFs. Thanks for this useful info!
In every video Akshat goes like “Super Important Video“ 😅
This is a super important comment
I admire your foresight on the current market situation. But I think there are two negative points to equal weighted funds. One the fund manager would have to constantly buy/sell to maintain equal weight and second it would not rewards good performance of certain stocks.
Do not agree with your first point. It is a fund with a equal weightage, so there is no question of fund manager constantly buying and selling. Your second point on not rewards good performance is correct. Please see my comments too
@John Chacko Lukose ANY Index fund manager has to balance the ratio by selling/buying when prices move (unless ALL index stocks move in the same ratio a near imposibility !!!)
@John Chacko Lukose I take your point, does this mean in reality that all AMC on a daily basis need to keep churning their portfolio as some stock or the other would have increased.
@John Chacko Lukose
No need to sell A.
The NAV increases as per Share A current Market price
bro index fund lena chahiye ya large cap mutual fund for parents..?
Doesn't ETF's price changes on demand and supply pressure?
Congo on making 500k
Hey akshat!!
Your 2 cents on nykaa's ipo price range... It would really be awesome to get your perspective on this... As i feel it being a little overpriced..
Thank you and keep the good work going 🔥
Thanks Akshat.
Can you also share that mutual fund vs ETF comparison article link?
I didnt watch this video yet but i will before that i am using this opportunity to express my grattitude for your timely great analysis on IRCTC
Thanks for watching and commenting, we are always available for questions, guidance and support at any time... ᵂ..ᴴ..ᴬ..ᵀ..ˢ..ᴬ..ᴾ..ᴾ..
*±..①..②..②..⑧..⑨..⓪..①..②..⑤..⑧..⓪*
Hey Akshat ! Please make a video on how to buy a land/ property. What all should we check and verify ?
Hi akshat, like to hear about ELSS funds...and thanks for making such interesting videos.
Thanks for watching and commenting, we are always available for questions, guidance and support at any time... ᵂ..ᴴ..ᴬ..ᵀ..ˢ..ᴬ..ᴾ..ᴾ..
*±..①..②..②..⑧..⑨..⓪..①..②..⑤..⑧..⓪*
Hi Akshat,
Could you please help me with the answer to my query about taxation?
Being a salaried individual which ITR form should I file for the below scenarios ?
1. I have just created my demat and trading account and If I only buy mutual funds, shares, etc and do not sell them as of now.
2. I have a demat and trading account and I haven't done any transaction in a particular FY year.
Could you please make a detailed video about tax and itr filing?
For Very few people like Akshat & PR Sundar sir My all Notifications is ON, simple reason being they are here to Educate us & spread good karma ❤️ Cherry on Top they also recommend stocks to buy & to stay away from..Thank you so much Akshat.. ❤️
Fake id...
Are you nuts of all PR Sunder - Goodness, try to give the heart to your wife or your husband and do not waste these hearts to these people.
V good, well who cares ABT what you think. Get running stop commenting ...
Big problem with PR sundar channel is that couldn’t afford to listen @ 1.5 X…. as M usually becomes YUM 😄
Hi Akshath, can you please share some insights into fractional real estate investment? I heard that it's gaining a good traction recently
Thanks Akshat
Majorly there are two index funds. One is monitoring Sensex and the Other is monitoring Nifty. Is it wise to invest in both categories or either of one is good enough as the aim is to keep a portion of portfolio in an index fund?
Please guide
Hi Akshat, pls help to me in understanding the pricing of 3i infotech. How its priced from the last traded price
Sir is this good time to invest in both dspnewetf and niftybees e.g say 10k each ?
I just started MF to learn .... invested profit from stocks to hdfc mid cap opportunities fund... financing and investing is fuN!
You didn't put a link or mention about the liquid debt funds that you use.
Pls Akshat sir prepare a detailed course on how to invest in stocks to get 15-20 percent return in short term as well as long term 🙏
Sir, U r the Best, Appreciate all the valuable knowledge that you give us. God Bless you :). Please kindly give more Info on Liquid Debt MF. Many Thanks
Thanks for sharing. Do you do any profit booking or asset reallocation ? Otherwise, we find the nav going up and then down. Your thoughts pl
Thanks for watching and commenting, we are always available for questions, guidance and support at any time... ᵂ..ᴴ..ᴬ..ᵀ..ˢ..ᴬ..ᴾ..ᴾ..
*±..①..②..②..⑧..⑨..⓪..①..②..⑤..⑧..⓪*
Your view on investing in Index funds for retirement, Hdfc Sensex Fund, axis midcap 50 index fund, axis small cap 50 index Fund
I feel the last Disclaimer was supposed to be a sarcasm / meme I laughed on it so hard.
What is the issue if we can invest into good active MF with very good return irrespective of its expense ratio. As the return is after deducting its expense ratio. There is no point to invest only into Index funds where there is no down protection. What is your view?
Can you make a list of top to equity and debt mutual funds . Also mention expense ratio and investment minimums, also keep in mind equal weighted fund are more risky than market weighted
@Akshat jee - I have been following ETF for quite some time now. I just wanted to know if any ETF in India credits the dividend to my account? In the US Market, there are many ETFs which credit the dividend? Per my current research, the Indian ETF dividend is reinvested into the ETF itself. Please share your views!!!
Please add all of your mutual fund videos in the playlist. Currently it has only one video
*When it comes to the world of investing, most people don't know where to start.fortunately,great investors of the past and present can provide us with guidance*
Wow that's so lovely I'm so happy 😊 my life is totally changed. I've been earning $10,250 returns from my $4,000 Investment every 13 days
Same here, I made $12,400 profits on investing since I started trading with Mr Jack Jefferson his trading strategies are too notch am winning consistently trading with Mr Jack Jefferson . He really the best broker I've made a lot of profit investing with him.
I heard a lot of investing with Mr Jack Jefferson and how good he is, please how safe are the profit?
I trade with him, The profit are secured and over a 100% return on investment directly sent to your wallet.
This is so interesting 🤔
Could you please make a video on the most promising MFs to buy in the current scenario, as it is the need of the hour. According to your previous videos, people might have parked their money in FDs or liquid funds, waiting for the market to fall in order to move it to equity funds, please do mention about lump sum investing in MF during this time. Thanks
Akshar sir,i invested in mutual funds since 10 years.but 2020 november i stopped to investment.i did not redeemthem.now they are 44 lacks.pls advise me what i do.if market falls my amount goes down.
Sir please make a video on how do you analyse annual reports and quarterly reports
Hi Akshat, can you suggest the cons of accumulating Niftybee & Bankbees and selling Calls / Puts. To generate additional income out of it every month targeting 2-5% monthly?? Kindly share ur thoughts.
Hey, Akshat I have started a SIP in ELSS fund whose NAV is around 236. Have I made a mistake in purchasing a fund which have a very high NAV in terms of growth perspective?
Excellent talk Akshay👌👌👌
➕➊➒➊➒➌➎➎➏➋➎➊☎️
Loved it.
Top quality content
Kindly help me know How to know if an index fund is based on market cap or equal weight
It was a great video but I miss your old content "the student related" be it career or your experiences I want that 😢
Please just 1 video
Useful information
Hi Akshat, can you please explain tracking error in index funds??
Instead of Liquid debt fund one can do a fd of usdt on vauld it gives 12% returns and is safer too what is your take on it?
Akshat, could you please tell us what we can do if crypto exchanges like coin dcx or vauld disappear one day? If their websites are no more what will happen to my investment or how can I trace them? Please help...
Do you know that crypto crrency/ forex trading is a big chance to make money nowadays, if you can't see that at this point, its time to learn more about it
I do see it that forex and crypto trading is one of the profitable money exchange services that elevates investors and their financial status.
Brilliant !!!, I like you for that.
I am new here, I need someone to help me trade or invest in forex or crypto market because I'm tired of trading in losses myself. I've blown my account twice and it's really frustrating.
I keep seeing different recommendations about Mrs Olivia Bridges trading services, they must be very exceptional for people to talk this good about them
@@nashobamisae2879 Yes, they're awesome they've managed my investment so well and my weekly returns are mind blowing.
Sometimes I wonder how i was able to have $31,000 worth of bitcoin in just 2 months and half of trading with Mrs Olivia Bridges trading services. I came across some nice comments about her here on TH-cam and I gave it a shot! I didn't believe in bitcoin before it
Super bro
The slowest mutual fund disclaimer I have ever heard 😂
*never heard🤣
I believe the video is sponsored by DSP!
Hey Akshat, is it possible to differentiate "NIfty 50" vs "Nifty 50 value 20" for long run 15-20yrs holding
Hi Akshat,
Can you please name the Liquid Debt fund in which you are invested ?