Hello sir , very educative video, you are correct in pointing out biases while selecting particular small cap funds but taking small cap TRI as benchmark has many flaws- 1. It comprises of 250 stocks which will be having a lot of junk on their bottom prices , which fund managers have not bought or sold during the downfall. 2. Good small cap stocks will move to Mid cap index but junk midcaps will be kicked out and form part of small cap index , thus resulting in poor performance of small cap index through out . But this doesn't happen with MF as fund managers have no compulsion of selling the best performing stocks . 3. BSE small cap index is around 13k, in 2008 it was also having the same value, does it mean small caps have not given returns in 10 yrs ? It was around 11k during 2010. If you look at it , it is full of junk and penny stocks which no sane fund manager will buy. So, index doesn't give not even a close resemblance to small cap fund performance . We can compare fund category performance ( generally middle line in value research ) , which might not be a benchmark but still can do good work . This is my view .
Summary of this video: * NiftyNext50 is equivalent to Midcaps in the Indian context. You don’t need any fund other than NiftyNext50 to enter Midcaps. * You can also combine Nifty50EqualWeight and NiftyNext50 in different ratios.
Sir, but one doubt .. actively managed funds are beating nifty or nifty next index funds hands down .. so index vs active for these funds.. what do you suggest? Example - axis mid cap.. axis small .. sbi small cap!
Hi Mr. Pattu, I'm still confused about ETF and actively managed fund. I fi go with the data for "L&T Midcap Fund" it shows it has outperformed nifty midacp 100 almost everytime while the returns for Nifty next 50 doesn't look attractive. So, how can I decide to go with nifty next 50 etf when their counterparts of active funds beat them almost everytime. Please answer. Will wait for your answer
Thanks for the wonderful analysis once again sir. I think there is a minor glitch as rolling return years above and the time period shown in the graph do not match..
Very informative. I was wondering about the small cap index. The best performers of this index will move out of the index (on basis of increasing market share) and the laggards of the midcap index will enter this index (due to stagnation or decline of market share). Can this be a reason for its under-performance?
I don't think there is anyone out there investing in fully in cnx midcap or bse small cap index , they have duds like kwality , reliance which no active fund manager will ever come close to. If one wants to compare small cap vs mid cap vs large cap might be better to pick a bunch of active funds of different fund houses and then do comparison.
Thank u pattu sir...really a great explaination...now what should i do with the actively managed funds..shall i switch those to nifty index funds like N50&NN50?Kindly suggest.
Very informative sir , i am young investor so I would like to have a midcap allocation with 70 - 30 ratio of NN50 and N50 , should I add an aggressive hybrid to this equity portfolio to have some sort of balance or just these two are enough for long term ?
@@trainerash393why not just reduce the allocation to nifty next 50 then😂😂 or why not add 30-40% in debt fund or based on whatever your risk appetite is, there are numerous way to reduce volatility which will give u more control and u are going towards hybrid funds😅😅
As per your analysis, Nifty 100 equal weight seems a very good option, but you seem not to recommend funds due to AMCs. What problems might occur if I go with equal weight funds of Principal or Sundaram?
Please make video of small cap convert to mid cap & mid cap coverted to large cap... Hit the like button of this comment if you also want this video...
Ten years is not enough for Small Caps to develop. Most people don't consider 10 years "long term." Good though process but this video will mislead people who overlooked the graph only showing a 10 year period.
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Hello sir , very educative video, you are correct in pointing out biases while selecting particular small cap funds but taking small cap TRI as benchmark has many flaws-
1. It comprises of 250 stocks which will be having a lot of junk on their bottom prices , which fund managers have not bought or sold during the downfall.
2. Good small cap stocks will move to Mid cap index but junk midcaps will be kicked out and form part of small cap index , thus resulting in poor performance of small cap index through out . But this doesn't happen with MF as fund managers have no compulsion of selling the best performing stocks .
3. BSE small cap index is around 13k, in 2008 it was also having the same value, does it mean small caps have not given returns in 10 yrs ? It was around 11k during 2010. If you look at it , it is full of junk and penny stocks which no sane fund manager will buy. So, index doesn't give not even a close resemblance to small cap fund performance . We can compare fund category performance ( generally middle line in value research ) , which might not be a benchmark but still can do good work . This is my view .
Great Video!
I don't understand, how you have less number of subscribers .. you deserve much much more .. Truely!
Summary of this video:
* NiftyNext50 is equivalent to Midcaps in the Indian context. You don’t need any fund other than NiftyNext50 to enter Midcaps.
* You can also combine Nifty50EqualWeight and NiftyNext50 in different ratios.
Great presentation ! NN50 is an amazing index. How I wish there was a NIFTY Alpha Low Volatility Index Find.
Now there is
And still shit@@RaghavChawla
Sir you have awesome voice and I perfectly found the content which is was searching for. Thank you very much sir🙏🙏🙏
Thank you very much Pattu Sir !!!
You are simply great and honest. 🤗
Sir, but one doubt .. actively managed funds are beating nifty or nifty next index funds hands down .. so index vs active for these funds.. what do you suggest?
Example - axis mid cap.. axis small .. sbi small cap!
It would be better if we have an updated video of this please
Too good!! Thanks a ton for working out the numbers and sharing it across for the benefit of all.
Thank you
@@pattufreefincal ⁰⁰000⁰0⁰0⁰⁰⁰⁰⁰⁰00000⁰⁰
Can you please update this video as of Sept 2022?
Sir pljjj suggest some nifty next 50 funds to pick.
Hi Mr. Pattu,
I'm still confused about ETF and actively managed fund. I fi go with the data for "L&T Midcap Fund" it shows it has outperformed nifty midacp 100 almost everytime while the returns for Nifty next 50 doesn't look attractive. So, how can I decide to go with nifty next 50 etf when their counterparts of active funds beat them almost everytime.
Please answer. Will wait for your answer
How you get this values chart ...can you share the lonk
Hi sir, where can we compare these indices like you are showing here?
Thanks for the session.
It was really helpful and easy to follow.
is it worthy to pay subscription fees and buy small cases...if we can put more than 10 lakh...or we will increase portfolio in mutual funds only...
In the charts there is number 2156 what is that sir
Thanks for the wonderful analysis once again sir. I think there is a minor glitch as rolling return years above and the time period shown in the graph do not match..
That's a new perspective. But how to buy SNP 400 index in India when one only invests in mutual funds.
Are you still on your conclusion about N50 30 + NN50 70 blend is you need only
Thank you sir
Index investing is the future
Thank you
Small cap stocks are nice ways to add some spice to your portfolio
@
Man... This guy is pretty good
Excellent presentation
Sir great video , what about investing 50% in Nifty 50 index and 50% in Nifty Midcap 150 index of Nippon or Motilal Oswal ?
see midcap index videos
Sir please suggest A model portfolio allocation
Large,mid,small.?
See todays video (to be posted soon)
already invested next 50 past 1 year ,,sir u cleared all my doubts tq uuuu
Which fund?
@riyas m h thanks
What is the difference between Focus & Multicap fund ? FOCUS fund is better ?
@riyas m h Thanks; R u in Twitter; please ad me
@riyas m h only RUclips?
Very informative.
I was wondering about the small cap index. The best performers of this index will move out of the index (on basis of increasing market share) and the laggards of the midcap index will enter this index (due to stagnation or decline of market share). Can this be a reason for its under-performance?
Thank you. Laggards will be demoted. Small caps that have done well will enter the midcap index. Of course, it is not so simple though!
Nifty 100 and nifty n50 for large mid fund please answer
The S&P Small-Cap 600 Generated Better 5,7,10 & 15 Years Rolling Returns Compared To The S&P Mid-Cap 400 Being About The Same In Terms Of Volatility.
Simple and classic sir
Sir, what I do of my past investments in actively managed funds ? Please suggest me.🙏
Please the next video
I don't think there is anyone out there investing in fully in cnx midcap or bse small cap index , they have duds like kwality , reliance which no active fund manager will ever come close to. If one wants to compare small cap vs mid cap vs large cap might be better to pick a bunch of active funds of different fund houses and then do comparison.
very easy and very wrong to do that as it will be subject to survivorship bias
Thank u pattu sir...really a great explaination...now what should i do with the actively managed funds..shall i switch those to nifty index funds like N50&NN50?Kindly suggest.
Pl see
freefincal.com/shift-active-mutual-funds-index-funds/
Sir, what is about multi cap ...
You do not need them
Very informative sir , i am young investor so I would like to have a midcap allocation with 70 - 30 ratio of NN50 and N50 , should I add an aggressive hybrid to this equity portfolio to have some sort of balance or just these two are enough for long term ?
What kind of balance would it provide?
@@pattufreefincal as 70:30 ratio would more volatile , I think aggressive hybrid would help in stabilizing portfolio ,please correct me if I'm wrong
@@trainerash393why not just reduce the allocation to nifty next 50 then😂😂 or why not add 30-40% in debt fund or based on whatever your risk appetite is, there are numerous way to reduce volatility which will give u more control and u are going towards hybrid funds😅😅
Sir, thanks for your kind information & I like your concept 🙏
thank you
Thank you sir...can we have the reveiw of the quantum fund of fund in one of your next video
Very Nice sir..... Very informative....
May be pattu sir : u can blend value investment strategy with this index 50:50. Rgds
Thank you sir.. you just saved me a ton of money
Thank you
superb sir
innovative study
Thank you
Good vlog Bichu sir
Can you do one on sectoral funds..how can i learn about it to invest confidently..review of TATA digital India funds
You do not need them. See no point in talking about sectoral funds
As per your analysis, Nifty 100 equal weight seems a very good option, but you seem not to recommend funds due to AMCs. What problems might occur if I go with equal weight funds of Principal or Sundaram?
There is no problem. You can choose them but if the AUM does not increase the fund may close and amc will return your money at current NAV
Please make video of small cap convert to mid cap & mid cap coverted to large cap... Hit the like button of this comment if you also want this video...
Ten years is not enough for Small Caps to develop. Most people don't consider 10 years "long term." Good though process but this video will mislead people who overlooked the graph only showing a 10 year period.
Fantastic information
You are awesome sir
Sir could you please explain some value investing stocks
With your advice I take nifty blend for my child
For me nifty next 50
@@Tejas.2.Aarush Thank you. I do not know why you are investing so cannot comment. Please search freefincal.com for stocks analysis tools
Thank you sir.
great video !
Very informative
Are you from Karnataka?
Chennai
Just missed the bullseye 😂
Small cap managed funds are better
Grt Insight sir
Thank you
Good analysis sir
Sir what should i do for tax saving. How is hdfc elss.plz tell
I cannot comment on individual choices. I have a list of handpicked funds. Use that for elss or any other need
There is ICICI MCAP ETF
Yes but its liquidity is unknown at best
Best
Hindi me vi video upload kariye sir.
Sorry I cannot speak Hindi well
English seekh le
Speak in english universal
Hindi me bola karo
English seekh le