One of the best no-nonsense explanation of the topic. Thanks a lot! Sahil. Please impart such precise yet easy to understand on broad to specific nuances of investing! Cheers
With inflation currently at about 10%, my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy asap.
Sell puts on lower price for a stock you want to buy. For example current price of ms is 240 you want to own it at 200 so sell put on 200 dollar. If price hit you get your share at your desired price and also get premium of puts if it doesn't hit you still get put premium. If you still didn't understand watch everything money video. I learned it from there.
With the inflation, the stock isn't going to be raking in huge gains. It wouldn't be a bad time to BUY it, just don't expect big gains from it for a while. I'll buy once things start looking up in all those trouble areas..until then, too much turbulence for me.
I'm sure the idea of a portfolio-managers might sound controversial to a few, but a new study by investopedia found out that demand for Portfolio-Managers sky-rocketed by over 41.8 percent since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've raised over $400k within 14months from an initially stagnant portfolio worth of 120K which was devoid of dividend stocks. These are the high-volume traders.
@@emmacreame4889 Carissa Wallin Palm is the coach helping me out, and You can book an appointment with her through her website, just look her up online to get more info about her.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
@Rose-Melanie Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. Alice Marie Coraggio, a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
I would like to add more. 1) ETF You can pledge with broker and hedge in derivatives. 2) Mutual funds are best for Tax filings. 3) ETF is ready and easily redeemable whereas mutual funds take 7 working days to credit the money.
In mutual funds if there is a 20% huge redemptions the fund will be closed without ur intimation. Recently we have seen Franklin templeton debt fund was closed.
@@karsjoan Yes true i gave example of Debt fund because its more secure than passive funds. Nothing is accountable like Chitra Ramkrishna or mutual funds, everything states its a subjected to market risk, do your keen research before investing.
If you invest in ETF do you recieve dividend of those companies in the portfolio? I feel this point is not covered. In index I understand dividend is adjusted towards nav and hence it gets compounding effect also in long run. Also dividends are taxed as per applicable tax slabs. Shall await your reply on how dividends are treated in ETF please
Charges look more in etf as compared to index mutual fund. Etf have expense ratio + regular stock charges... Compare to index fund like Nippon where charges is 0.06%, the etl atleast goes above 0.2%
In ETF you have freedom to redeem it anytime. But in Index fund if company managing it goes bankrupt or rogue, they can block or delay fund redemption.
Nicely explained Sahil...though one small correction...So in regards to SIP, even ETFs allow for an SIP (technically called as SEP i think)...I do the same via ICICIDirect...In terms of the price, I assume it is the end of day ETF price (on SIP/SEP day) at which the order gets executed..
Thanks Sahil for your valuable knowledge sharing. Plz make your analysis on below stocks. Schaeffler India Rolex Rings Raj Ratan Global wire RHIM Craftsman Automation
Sir, Which Nifty50 ETF is safe ? SBI or ICICI or UTI or Nippon? Please suggest. Now a days in India, always going with big brands like SBI or ICICI ETFs will be safe ?
@SahilBhadviya Sir some stocks of my PF running +100% high but having in small quantity such as 30 to 100 . I want to add some more quantity. Please guide me?
What are the charges for trading in Liquid beES/ liquid ETFs? All charges for Liquid BeES/ Liquid ETFs are the same as that of equity trades, except that there is no STT charged for Liquid BeES/Liquid ETFs. There is no entry/exit load as this fund is traded on the secondary market. Charges for Liquid BeES/Liquid ETFs are transaction charges of 0.00345% for NSE and 0.00375% for BSE on turnover (qty * price), 18% GST on transaction charge, SEBI charge of ₹10/crore + 18% GST, and stamp duty as per the state on the correspondence address. While exiting Liquid BeES from demat a DP charge of ₹8 + GST is charged whereas the DP charge for exiting Liquid ETF is ₹13.5 + GST at Zerodha.
After watching one of yr video on 9th Feb 21, I had purchased 200 Niftybees as Experiment @161.46, despite all ups and dows as on today they shows 22.63% appreciation. I feel its far better than keeping money in FD. All who are not active investors find it difficult to track or watch portfolio regularly can try this option. If Indian economy grows as expected, one can expect at least 15%PA return on this. But I have one question all these stocks must have given some dividend to the fund manager. Where that money is going. Because I don't think these ETF companies disburse anything. Please advise.
Yes, as per my knowledge, the dividend on ETF is reinvested which increases its NAV. And I absolutely agree with your point on investment in Niftybees.
@@SahilBhadviya One thing to correct here. There is no STT on niftybees. Please update this in the following video. It gives wrong information to investors.
I made my first million from growing my money through stock trading and I totally know nothing about trading, the grace I had was meeting a good broker from a big shark in the financial market, excited.
I love Annette, I was in a conference in Connecticut where she spoke to the people, very sound human being, there is always this charm with smart, calm and ambitions women.
@@harlibassham8187 My brother here in Dubai invested half a million dollars with Mrs Annette and she doubled that in 3 months, I'm happy a woman is doing this. More power to us!
As usual Sahil, a fabulous video.. once again it has come at the right time for me. A few days back, i was discussing with my teenage niece about investing and slowly getting her to understand the concept of compounding. Personally i wasn't clear about the difference between the Nifty 50 Index fund and an ETF and hence wasn't able to help her out. Will definitely share this video with her.. thank you so much..
No. It's not an ELSS fund. To get 80C deduction, you need to invest in ELSS. Now SEBI has allowed AMCs to lauch passively managed ELSS (but a single AMC can't launch both active and passive ELSS). I think IIFL has launched a Passively managed ELSS which tracks N50 TRI
Hi Sir, I just have a query Will fund of fund have additional expense ratio? like lets say Nippon Gold Savings Fund has 0.1% where it invests in Goldbees ETF which has ER 0.8% So will the fund of fund charge us both commissions or just one?
Nice explanation. I've been in the stock market for 2-3 years now. I already knew many of these things but there were a few minute differences between these that I was not aware of.
Definitely Nifty Bees is a good product for long term investment . Now suppose I want to invest 5 lakhs for 10 years . then should I go for one time lump sum investment or monthly SIP mode ? Which one will be more profitable in 10 years horizon ? Please advise . Thanks
Hi, thanks for the video, this is amazing to get started with NIFTYBEES, I have been hearing a lot about nifty 50 alpha index fund recently, Could you please make a video on this explains the pros and cons investing in this fund ? Looking forward to your video. Thank you so much as usual,
Nifty 50 vs bees Difference AMC ... NIFTY BEES ::: 🐝 nipon Way of operation BEES like stocks Good liquidity Index fund no demat required Expense ratio in Nifty bees is less Impact cause Less in bees .....,............... Price to nav devations
Crystal clear explanation. So basically who don’t have knowledge in Mutual fund / Share market they can blindly invest their money in to Nifty Fifty MF in longer horizon definitely they will get decent return. 😊😊
This is probably due to mis selling propaganda.. In longer horizon DEFINITELY get decent return... No, your chance only increases with time to get positive return, no guarantee. Recently, covid crash teaches that lesson in a harsh manner.
@@K2Maji Market returns are due to Risk appetite when you are short term investor you will not gain decent return. Am mentioning about who ever ready to invest more than 7 to 10 years in Nifty 50 MF funds definitely it will give you great return. Refer past 20 years nifty chart FYI.
@@srinivasansm There will be always volatility in the market, even most disciplined SIP can't reduce that in the long term. Look at the standard deviation of any fund, you can land up anywhere after long term. Don't expect any fixed return, its uncertain.
Complete course on money management: www.sahilbhadviya.in/
Sir, please give class on etf trading , niftybees trading etc
One of the best no-nonsense explanation of the topic. Thanks a lot! Sahil. Please impart such precise yet easy to understand on broad to specific nuances of investing! Cheers
With inflation currently at about 10%, my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy asap.
Sell puts on lower price for a stock you want to buy. For example current price of ms is 240 you want to own it at 200 so sell put on 200 dollar. If price hit you get your share at your desired price and also get premium of puts if it doesn't hit you still get put premium. If you still didn't understand watch everything money video. I learned it from there.
With the inflation, the stock isn't going to be raking in huge gains. It wouldn't be a bad time to BUY it, just don't expect big gains from it for a while. I'll buy once things start looking up in all those trouble areas..until then, too much turbulence for me.
I'm sure the idea of a portfolio-managers might sound controversial to a few, but a new study by investopedia found out that demand for Portfolio-Managers sky-rocketed by over 41.8 percent since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've raised over $400k within 14months from an initially stagnant portfolio worth of 120K which was devoid of dividend stocks. These are the high-volume traders.
@@priscillagold3778 That's awesome, do you mind hooking me up with your Financial coach?
@@emmacreame4889 Carissa Wallin Palm is the coach helping me out, and You can book an appointment with her through her website, just look her up online to get more info about her.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
@Rose-Melanie Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. Alice Marie Coraggio, a licensed fiduciary whom has made me over 5 figures in profit in less than seven months, handles my investments. I could leave you a lead if you need help.
@Rose-Melanie Alice Marie Coraggio
Lookup with her name on the webpage
I checked about Alice Marie. Her bankruptcy has shocked the entire investor community 😢
SIP in ETFs is also possible.
I have set up SIP in nifty bees, gold bees, junior bees, midcap150 bees and nasdaq etf.
did you invest nasdaq etf through motilal MF or directly through apps like Indmoney, vested etc?
Same here
Great video, Sahil. In Zerodha we do have an option to create SIP for NIFTYBEES similar to SIPs in Index Funds.
I would like to add more.
1) ETF You can pledge with broker and hedge in derivatives.
2) Mutual funds are best for Tax filings.
3) ETF is ready and easily redeemable whereas mutual funds take 7 working days to credit the money.
The point 3, if you don’t have buyers what you will do. Whereas MF, the fund manager has reserve to redeem your money any time.
In mutual funds if there is a 20% huge redemptions the fund will be closed without ur intimation. Recently we have seen Franklin templeton debt fund was closed.
Great points, that is what all I was expecting while going thru this video, @Sahil, these were expected points!! especially tax benefits
@@tradewithapte07 That is debt fund not passive fund. Equity fund they can't do rather than debt funds.
@@karsjoan Yes true i gave example of Debt fund because its more secure than passive funds. Nothing is accountable like Chitra Ramkrishna or mutual funds, everything states its a subjected to market risk, do your keen research before investing.
If you invest in ETF do you recieve dividend of those companies in the portfolio? I feel this point is not covered. In index I understand dividend is adjusted towards nav and hence it gets compounding effect also in long run. Also dividends are taxed as per applicable tax slabs. Shall await your reply on how dividends are treated in ETF please
You are wrong.. We can do sip in etf. Too
I disagree slightly you cannot set up SIP in Nifty bees ...there way to place / pre set orders that too you can buy on dips effectively...
does concept of compounding interest work with ETF like it does with mutual fund?
Compounding only applies in PPF not in mutual funds.
@tradewithapte07 who said😂😂
@@Yogeshyogi855 Because of interests added every year in case of PPF.
Charges look more in etf as compared to index mutual fund.
Etf have expense ratio + regular stock charges...
Compare to index fund like Nippon where charges is 0.06%, the etl atleast goes above 0.2%
In market corrption which is better to invest as lumpsum, niftybees or Index fund?
Hi Sahil kindly suggest iifl nifty 50 elss index fund is good to invest or not? Is iifl a good fund house?
In ETF you have freedom to redeem it anytime. But in Index fund if company managing it goes bankrupt or rogue, they can block or delay fund redemption.
IT ETF vs IT bees what is the difference and which is better please explain it sir
Same but of different AMCs
What happened with niftybees if companies changed in nifty 50 index
Nicely explained Sahil...though one small correction...So in regards to SIP, even ETFs allow for an SIP (technically called as SEP i think)...I do the same via ICICIDirect...In terms of the price, I assume it is the end of day ETF price (on SIP/SEP day) at which the order gets executed..
Correct. I do the same too..
Need Conclusion Where to Invest as I am Planning to invest In SIP ,Index newbee details required please suggest
Thanks Sahil for your valuable knowledge sharing.
Plz make your analysis on below stocks.
Schaeffler India
Rolex Rings
Raj Ratan Global wire
RHIM
Craftsman Automation
So which is better? UTI Nifty50 ETF or Nippon Nifty50 bee?
If everyone starts sip and investment in mf how will the companies make money as more savings means less spending.
which is better ...actively managed it mutual fund..like tata digital or nifty it index fund ?. can you please recommend
Sahil just information, mentioned wrong in the video about SIP. ETF can be done in SIP also.
Sir,
Which Nifty50 ETF is safe ?
SBI or ICICI or UTI or Nippon?
Please suggest.
Now a days in India, always going with big brands like SBI or ICICI ETFs will be safe ?
Nippon
Such a wonderful explanation...Thanks Sahil bhaiya..Prannam
Thank you! Yes could pls make video on best strategy indices ETFs for long-term investment. Like NV20, Nifty200 Momentum 30 , NiftyAlpha, 🙏
Set up in nifty and nifty junior bees
Wonderful explanation... Thank you so much🙏
@SahilBhadviya Sir some stocks of my PF running +100% high but having in small quantity such as 30 to 100 . I want to add some more quantity. Please guide me?
Sir
ETF mutual funds or direct buying nifty Bees? Which is better and why?
Thanks
What are the charges for trading in Liquid beES/ liquid ETFs?
All charges for Liquid BeES/ Liquid ETFs are the same as that of equity trades, except that there is no STT charged for Liquid BeES/Liquid ETFs. There is no entry/exit load as this fund is traded on the secondary market.
Charges for Liquid BeES/Liquid ETFs are transaction charges of 0.00345% for NSE and 0.00375% for BSE on turnover (qty * price), 18% GST on transaction charge, SEBI charge of ₹10/crore + 18% GST, and stamp duty as per the state on the correspondence address.
While exiting Liquid BeES from demat a DP charge of ₹8 + GST is charged whereas the DP charge for exiting Liquid ETF is ₹13.5 + GST at Zerodha.
So does it mean it's good to invest in index fund rather than etf coz of brokrage charges ?
Very crisp and nice video !! This one video explains a lot for a new investor in an easy manner
After watching one of yr video on 9th Feb 21, I had purchased 200 Niftybees as Experiment @161.46, despite all ups and dows as on today they shows 22.63% appreciation. I feel its far better than keeping money in FD. All who are not active investors find it difficult to track or watch portfolio regularly can try this option. If Indian economy grows as expected, one can expect at least 15%PA return on this.
But I have one question all these stocks must have given some dividend to the fund manager. Where that money is going. Because I don't think these ETF companies disburse anything.
Please advise.
Yes, as per my knowledge, the dividend on ETF is reinvested which increases its NAV. And I absolutely agree with your point on investment in Niftybees.
@@SahilBhadviya One thing to correct here. There is no STT on niftybees. Please update this in the following video. It gives wrong information to investors.
thanks for such informative video 😊
I made my first million from growing my money through stock trading and I totally know nothing about trading, the grace I had was meeting a good broker from a big shark in the financial market, excited.
Share him or her with me please I need assistance
@@molleespillett3181 Annette Michelle Walters. look her up on the internet
@@carendemoya5429 Thank you, I can see her profile, professional, would love to work with her, sent an email already.
I love Annette, I was in a conference in Connecticut where she spoke to the people, very sound human being, there is always this charm with smart, calm and ambitions women.
@@harlibassham8187 My brother here in Dubai invested half a million dollars with Mrs Annette and she doubled that in 3 months, I'm happy a woman is doing this. More power to us!
Was thinking of this topic and great to see this video!
Me too :)
10:10 You can set up SIP for ETFs as well.
Very detailed video indeed. I found all my answers for my doubts in this content. Thank you so much.
Great explanation, I understood completely, thankyou!
Its the most informative video on the mentioned topic. Keep doing the great work..
As usual Sahil, a fabulous video.. once again it has come at the right time for me. A few days back, i was discussing with my teenage niece about investing and slowly getting her to understand the concept of compounding. Personally i wasn't clear about the difference between the Nifty 50 Index fund and an ETF and hence wasn't able to help her out. Will definitely share this video with her.. thank you so much..
Will be in touch with the real Sahil..not a fake one..
How is their dividend distributed ?
Is STT charged on NiFTY BEES? As far as I recall I wasn’t charged STT on NIFTY BEES
Individual stocks will pay dividend, does Nifty bees (ETF) will pay dividend ?
Never knew about nifty bees. Thanks a lot dear
Which passive investment is good next to nifty 50
Can we claim tax exemption under 80C for Uti nifty50 Index funds?
No. It's not an ELSS fund. To get 80C deduction, you need to invest in ELSS. Now SEBI has allowed AMCs to lauch passively managed ELSS (but a single AMC can't launch both active and passive ELSS). I think IIFL has launched a Passively managed ELSS which tracks N50 TRI
ETF trade volume ? is it possible to sell?
If buyer is more for nifty bees etf will that increase price of 1 unit of etf or will it stays same with the NAV value !!?
Thank-you Sahil..
I was thinking of this topic, great to see this video
Simple and clear explanation ❤ super
Sir Nifty 50 VS Nifty value 20 which index is better to get more returns
Value 20
@@titansaravanan7807 .. how to invest in value 20?
@@meerarajguru8116 nippon india nifty 50 value 20 index fund
Hi Sir, I just have a query
Will fund of fund have additional expense ratio?
like lets say Nippon Gold Savings Fund has 0.1% where it invests in Goldbees ETF which has ER 0.8%
So will the fund of fund charge us both commissions or just one?
Hi, FoF charges commission of underlying fund plus their own fund charges. So its 2 charges.
Can I transfer etf to children after 18 years as investment without attracting any tax
Is STT charged on Nifty Bees?
Hi Sahil
Great video but what if the AMC fails/go bankrupt? Will we get our money back or is it a loss?
I think, no. They will be with the CDSL/NSDL
@visweswararaos7017 but same thing happened with Sahara fund. Investors lost money in that fund
What could be the hair cut for Nifty bees collateral to trade in options!?
Do we get dividend benefit with niftybees?
We can do SIP in ETF as well just like any other stock.
Does nifty bees have expiry date ??
What about Dividends ?????
No dividends
Nice explanation. I've been in the stock market for 2-3 years now. I already knew many of these things but there were a few minute differences between these that I was not aware of.
Nifty bees all together expense ratio percentage how much
You have not talked about dividends.
Please advise latest tax on etf such as gold etf and nifty etf
Dear Sahil. Great content video. very interesting.
Please share details regarding dividend for nifty bees
❤ thanks
Thank you. Nice explination
Hi sahil, recently Bandhan bank published its results. May request u to analyze and share your opinion on that share
Definitely Nifty Bees is a good product for long term investment . Now suppose I want to invest 5 lakhs for 10 years . then should I go for one time lump sum investment or monthly SIP mode ? Which one will be more profitable in 10 years horizon ? Please advise . Thanks
Waiting for next multi-bagger series EP -4
Hi, thanks for the video, this is amazing to get started with NIFTYBEES,
I have been hearing a lot about nifty 50 alpha index fund recently,
Could you please make a video on this explains the pros and cons investing in this fund ?
Looking forward to your video.
Thank you so much as usual,
nicely explained..thanks bro :)
What is a. Liquid Bees
Sebastian Isac
Great explanation brother 💯👍
Very nice video sahil
One small doubt will LTCG applicable on both
Very very useful! Thankss!
Nifty 50 vs bees
Difference AMC
...
NIFTY BEES ::: 🐝 nipon
Way of operation
BEES like stocks
Good liquidity
Index fund no demat required
Expense ratio in Nifty bees is less
Impact cause
Less in bees
.....,...............
Price to nav devations
One small correction no STT for ETF's
Thanks Sir
Thanks you bhaiya...
What about equal weight Nifty 50 Fund
Good bro. I had this doubt very long time and today you opened my eyes 👀
Awesome 👏 I got the answer nifty bees 🐝 is better for trade swings 😺
Please make vedio on NPS and best performing funds of NPS Tier 1 account.
Thanks for this video
Is it good to invest in ITBees
Your videos are outstanding.Can you give your opinion for investing in nifty small cap index fund ?
Plz tell us about which IT ETF is best
Nifty itbees
Please put a video about cut-off time in mutual fund.
Hi Sahil.. Thank you for this video. Please post small cap and mid cap stocks video s
Is there tax benefits in index fund....
No
@@KPFinancialservicessir, whatever we invest in index fund, it gets compounded also, like any other ELSS, WE invest in
Crystal clear explanation. So basically who don’t have knowledge in Mutual fund / Share market they can blindly invest their money in to Nifty Fifty MF in longer horizon definitely they will get decent return. 😊😊
This is probably due to mis selling propaganda.. In longer horizon DEFINITELY get decent return... No, your chance only increases with time to get positive return, no guarantee. Recently, covid crash teaches that lesson in a harsh manner.
@@K2Maji Market returns are due to Risk appetite when you are short term investor you will not gain decent return. Am mentioning about who ever ready to invest more than 7 to 10 years in Nifty 50 MF funds definitely it will give you great return. Refer past 20 years nifty chart FYI.
@@srinivasansm There will be always volatility in the market, even most disciplined SIP can't reduce that in the long term. Look at the standard deviation of any fund, you can land up anywhere after long term. Don't expect any fixed return, its uncertain.
@@K2Maji Yes your right. We can’t except standard \ Fixed return but in longer horizon we can get some decent percentage of returns.
@@srinivasansm only reasonable chance of success.
Currently IT bees ETF Accumulate....?😁
Good choice in current situation
Thanks Sahil
Thank u. Nice
Navi nifty 50 index fund is best! 😎👍🏻
It was really well explained