The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
In particular, amid inflation, investors should exercise caution when it comes to their exposure and new purchases. It is only feasible to get such high yields during a recession with the guidance of a qualified specialist or reliable counsel.
True, initially I wasn't quite impressed with my gains, opposed to my previous performances, I was doing so badly, figured I needed to diverssify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
“Angela Lynn Schilling’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
*Index Funds are No Brainers& any scheme from Axis AMC should be Avoided, i am stuck with ₹4lac in Axis Bluechip fund generating below 7.5% returns since past 3 years, Awaiting to Exit Next March 2024 might as well put in a FD Instead!!!*😢
Plz do read "Yatharth Geeta" once in your life , its freely available in 29 Languages If you are a spiritual seeker & looking for a right path, this will help you a lot in your journey
I think Kotak small cap deserves a place among the less volatile picks. It is among the top 5 funds in 10 yrs SIP return, has a comparatively less AUM of 10k cr and beta of 0.78. Not to mention its unique portfolio and a seasoned fund manager like Mr. Pankaj Tibrewal with an excellent track record.
My only concern here is by the end of this series one would ideally end up with something on the lines of 2-3 smallcap active, 1 flexicap active, 1 midcap passive, 1 nifty 50 passive. IMHO being into a lot of funds simultaneously means you're paying the in terms of expense ratio, exit load to a lot of different funds. Plus it's a lot of stuff to track and measure your returns even if not on a daily basis but let's say if you check performance quarterly. Otherwise, the all the advice seems pretty solid here and discusses sufficient nuances in individual category. Cheers mate
Thank you so much Rahul for your all 4 part videos. Could you please create part 5 for international fund if we wanted to include in our portfolio. There are so many funds like Mirae FANG ETF, Mirae Global IT X, S&P 500 etc.. if you also recommended how much % we should allocate for aggressive investor that will be good.
Well said sir, your analysis patteren is simply super sir, great finanical education for retailers like us, 🙏🙏🙏pls do explain how to invest in foreign stocks also
One of the best MF vids - first it was valueresearch, which used to be a holh grail sort.... and now, this one - extremely good and beneficial... so detailed yet crisp...the energy and sincerity with which you deliver speaks volumes not just about your passion but your willingness to help - - - hands in heart, I stumbled across your channel and it's a sheer gold mine.... You are no less than Alakh Pandey of the Financial Education realm.
Totally all 4parts are helpful Rahul... Thanks from TamilNadu❤ 1 QQ: Generally I heard highest aum is safe to invest. But you suggested to choose lowest aum. Could not understand if you or anyone can explain me little.
lol having too many Mutual funds in ones portfolio is a bad advice.... keep 1 solid multi cap fund and its already diversified.... Before entering any mutual fund, study more about the fund manager. thats it..
Best Small cap videos will accumulate mist likes as it fuels our greed and delusion of superreturn. We often forget the down side protection is more important than capturing high alpha. Secondly it is very cleaverly spreaded that large cap is less volatile, index funds are for beginners. Please compare volatility from the level of fixed income products. Then one will understand even large caps are also highly volatile. Honestly, small caps are not worth to consider as candidate for regular sip. It should be treated as thematic funds which needs tactical entry and exit. Its liquidity and structural issues are also a concern. Rather exposure to small caps via flexi cap or aggressive hybrid funds is sufficient for any retail investor.
Hi Rahul, Good morning. Hope you are doing well. I keep watching your videos. When we purchase the existing mutual funds we are ending up paying very high price for NAV. We pay the existing price. Where we do not find the returns to be more. Why don't you suggest some new fund offerings where we can down the line get a good profit. Regards, Subramanian
For exclusive member only content, you can Join my YT community here: 👉www.youtube.com/@torahulj You can follow me here as well: 👉Insta: instagram.com/torahulj/ 👉LinkedIn: www.linkedin.com/in/connectwithrahuljain/ 👉Twitter: twitter.com/torahulj If you found this video educating, please let me know in the comments. 🙌 Also please drop your suggestions on the topic that I should make videos. Thank you for watching and learning with me, keep rocking :-)
Hi Rahul, tickertape says Nippon India Alpha is 7.94% but your report in this video says 10.08%, i am a bit confused is tickertape right tool and updated ?
All 4 videos of these series are extremely helpful to understand the dynamics of mutual fund. Detailing and comparision points are just superb. Thanks a lot for giving such valuable knowledge about it.
Thank you very much, Got clear idea after seeing all the videos from part 1 to part 4, once again Thank you very much sir for giving videos in a very understandable manner
Hi Rahul, You haven't mentioned about other Mutual Funds in the large cap category. Mentioned only about Index funds. If we should invest only in Index funds in the large cap category? or pls provide some Info on this.
Could you please make a video on the top 3 best Balanced Advantage funds. Also they are being marketed as least volatile, pl shed some light on that claim. Thx and keep up the good work.
@@m0hit2201 I started an SIP in Kotak Smallcap Fund on Feb 18th 2022. Now in exactly in 1n half years the return absolute percentage is 19.2% (but the recent rating of smallcap is at 3 stars out of 5 for a time frame of 3 yrs and 5 yrs period respectively). Well Smmallcap funds or stocks for investment point of view is just too good. Yes u should consider in Smallcap. Because there r plenty of very promising Smallcap companies. 🙂.Well u can definitely research and invest. Hope u do start someday. Do u invest stock market too??. I too do as well. Infact I have invested in this company which deals with the 75% percent of mutual fund and transaction. Its called CAMS. BUT unfortunately I picked at a higher price average of 2955. So yeah my beginners' mistake. 😄. Meanwhile CAMS in another few yrs.. I am waiting to see what happens.
Thank you, Rahulbhai. For your video and guidance. I select quant, nippon and hdfc smallcap mutual funds in my smallcap mutual funds portfolio. Thank you very much Sir.
Superb analysis... Was waiting very very eagerly and got very very useful information in all 4 parts of MF series... Hope to have such vedios in future too.. Thanks again....
I have 4 fund 1) Quant Flexi cap 1000 (2) Sbi Bluechip 1000 (3) Nippon Small cap 1000 and (4) Tata digital india 1000 what is your view sir? I want to buy Hdfc midcap opportunities
Thanks Rahul. Just watched all the 4 videos. I noticed that the way you analyze all the 4 categories in terms of metrics to view, ratios to compare is different. Is there any reason behind that? e.g., in some you are comparing the Alpha, Sharpe Ratios and in some you are not. Similarly, tracking error is replaced by SD in one. In addition, sharing your websites, tools to compare will be helpful to people who do not recognize the interface. I was able to being an old dog in such things. Cheers.
I have invested in 3 small cap Canara icici and tata mainly for there aum size is good enough, canara and tata is for less volatile and value oriented investment while icici is for little bit risk What's your view
Hi rahul what you think about manufacturing and infrastructure funds? am planning to invest some in these funds considering that our economy is growing and the future of indian economy depends mainly on manufacturing sector. only if manufacturing sector performs well, india can move toward a developed nation. this is my thought process, what you think?
The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
In particular, amid inflation, investors should exercise caution when it comes to their exposure and new purchases. It is only feasible to get such high yields during a recession with the guidance of a qualified specialist or reliable counsel.
True, initially I wasn't quite impressed with my gains, opposed to my previous performances, I was doing so badly, figured I needed to diverssify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.
This aligns perfectly with my desire to organize my finances prior to retirement. Could you provide me with access to your advisor?
“Angela Lynn Schilling’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
1.Quant smallcap fund 2.Nippon India smallcap fund 3.HDFC smallcap fund 4.Kotak smallcap fund 5.SBI smallcap fund. 6.Axis smallcap fund
*Index Funds are No Brainers& any scheme from Axis AMC should be Avoided, i am stuck with ₹4lac in Axis Bluechip fund generating below 7.5% returns since past 3 years, Awaiting to Exit Next March 2024 might as well put in a FD Instead!!!*😢
But sir 3 year return not recommended in mutual fund return
After some years Axis would be with LARGE AUM , TATA vs AXIS what would be better for 15 years SIP ??(along with Quant/HDFC)
PLEASE REPLY
Plz do read "Yatharth Geeta" once in your life , its freely available in 29 Languages
If you are a spiritual seeker & looking for a right path, this will help you a lot in your journey
I think Kotak small cap deserves a place among the less volatile picks. It is among the top 5 funds in 10 yrs SIP return, has a comparatively less AUM of 10k cr and beta of 0.78. Not to mention its unique portfolio and a seasoned fund manager like Mr. Pankaj Tibrewal with an excellent track record.
Hi, you are right, I also have Kotak small cap in my portfolio.
Unbiased information; Motivative; Directly quickly helps in decision making. Tnx
My only concern here is by the end of this series one would ideally end up with something on the lines of 2-3 smallcap active, 1 flexicap active, 1 midcap passive, 1 nifty 50 passive. IMHO being into a lot of funds simultaneously means you're paying the in terms of expense ratio, exit load to a lot of different funds. Plus it's a lot of stuff to track and measure your returns even if not on a daily basis but let's say if you check performance quarterly.
Otherwise, the all the advice seems pretty solid here and discusses sufficient nuances in individual category.
Cheers mate
Thank you so much Rahul for your all 4 part videos. Could you please create part 5 for international fund if we wanted to include in our portfolio. There are so many funds like Mirae FANG ETF, Mirae Global IT X, S&P 500 etc.. if you also recommended how much % we should allocate for aggressive investor that will be good.
Well said sir, your analysis patteren is simply super sir, great finanical education for retailers like us, 🙏🙏🙏pls do explain how to invest in foreign stocks also
One of the best MF vids - first it was valueresearch, which used to be a holh grail sort.... and now, this one - extremely good and beneficial... so detailed yet crisp...the energy and sincerity with which you deliver speaks volumes not just about your passion but your willingness to help - - - hands in heart, I stumbled across your channel and it's a sheer gold mine.... You are no less than Alakh Pandey of the Financial Education realm.
Informative videos for beginners and i have watched all 4 parts, thank you so much. 🙏
Excellent analysis.. Very informative.. Loved the content..❤❤
Totally all 4parts are helpful Rahul... Thanks from TamilNadu❤
1 QQ:
Generally I heard highest aum is safe to invest. But you suggested to choose lowest aum.
Could not understand if you or anyone can explain me little.
Sir please tell us how to invest without demat account
The risks involved
If investing through fund houses
Which is best in terms of safety and fees
Rahul.. What is your opinion on investing in Retirement MF, Child Care MF?
Sir,
Please include me to your community. Paid the subscription today.
Nice conceptual vedio , value added after seeing your part1 to part 4 vedio.
What about overlap concept?
आप के सभी विडियो देखें बहुत अच्छा समझाया भाई
You clearly work hard to make these videos. Thanks for all the work you do.
Vedeinhinde
Hello RAHUL
I was waiting for part four.
Excellent . So kind of you. GOD BLESS YOU.
lol having too many Mutual funds in ones portfolio is a bad advice.... keep 1 solid multi cap fund and its already diversified.... Before entering any mutual fund, study more about the fund manager. thats it..
Best Small cap videos will accumulate mist likes as it fuels our greed and delusion of superreturn. We often forget the down side protection is more important than capturing high alpha. Secondly it is very cleaverly spreaded that large cap is less volatile, index funds are for beginners. Please compare volatility from the level of fixed income products. Then one will understand even large caps are also highly volatile. Honestly, small caps are not worth to consider as candidate for regular sip. It should be treated as thematic funds which needs tactical entry and exit. Its liquidity and structural issues are also a concern. Rather exposure to small caps via flexi cap or aggressive hybrid funds is sufficient for any retail investor.
You just spoke the untold truth , very valuable info
What is active and passive mutual fund route ?
Hi Rahul,
Good morning. Hope you are doing well.
I keep watching your videos.
When we purchase the existing mutual funds we are ending up paying very high price for NAV.
We pay the existing price. Where we do not find the returns to be more.
Why don't you suggest some new fund offerings where we can down the line get a good profit.
Regards,
Subramanian
Love how you present facts. Very insightful, educative!!! Looking forward to more such educative videos!
Sir please make a video on when to invest a lumsum amount in mutual fund and how we invest the amount .
Please Review my portfolio:
Axis Small cap(Switched form acis bluechip-1Y ftom switch) - 2k
Canara robeco bluechip equity fund(Since 2Y)-2k
Mirae Asset Emerging bluechip fund(Since 2.6Y)-1k
Uti nifty 50 index fund(Since 8 Months) -2k
Pgim india flexi cap fund (Since 1Y)-2k
Pgim midcap opportunities(Since 1Y) fund -1k
For exclusive member only content, you can Join my YT community here:
👉www.youtube.com/@torahulj
You can follow me here as well:
👉Insta: instagram.com/torahulj/
👉LinkedIn: www.linkedin.com/in/connectwithrahuljain/
👉Twitter: twitter.com/torahulj
If you found this video educating, please let me know in the comments. 🙌
Also please drop your suggestions on the topic that I should make videos. Thank you for watching and learning with me, keep rocking :-)
Quant and HDFC small cap funds have REDFLAGS in their investment holdings - how do you see this as a deciding factor in considering these MFs.
Hi Rahul, tickertape says Nippon India Alpha is 7.94% but your report in this video says 10.08%, i am a bit confused is tickertape right tool and updated ?
What about the mutual fund u previously suggested on DSP nifty 50 Equal Mutual fund??
Please make video on contra funds
thank you soo much! Have been waiting for this part 4 eagerly
How manu mutual fund should we keep in our portfolio??kindly give your suggestions..
All 4 videos of these series are extremely helpful to understand the dynamics of mutual fund. Detailing and comparision points are just superb. Thanks a lot for giving such valuable knowledge about it.
Hi Rahul, found your video quite impressive. But I want to know from which website u are comparing and getting this mutual fund data
Great Work. I did listen to all your 4 chapters. Thanks
Isn’t stock overlap percentage high if multiple small cap MFs are included in portfolio?
Sir, love ur video. I don’t hv word to explain ur simplicity. But a wana tank from bottom of my heart. CA Amit Vallecha
Hi sir, valuable information for SIP investment....I request please make for lumpsum investment also in the same way.
Thank you very much, Got clear idea after seeing all the videos from part 1 to part 4, once again Thank you very much sir for giving videos in a very understandable manner
Can v buy 4 mutual funds every month? What to do with already invested mutual.funds?
Hi Rahul,
You haven't mentioned about other Mutual Funds in the large cap category. Mentioned only about Index funds. If we should invest only in Index funds in the large cap category? or pls provide some Info on this.
Sir, Nippon India Small Cap or Nippon India Nifty Small Cap 250 is same, because Nippon India Small Cap is not present in Mycams.
Could you please make a video on the top 3 best Balanced Advantage funds. Also they are being marketed as least volatile, pl shed some light on that claim. Thx and keep up the good work.
@Rahul please advise what's the screener tool you are using in this video?.This is definitely not the screeners available in money control or etmoney
Thank you sir for this mutual fund Series ❤
Finally small cap 🥰🤩
Did u also invest in smallcap?? Just asking.
I had started an SIP in Kotak smallcap last year in Feb.
@@Sigma-Male1986 I have invested in small cap index etf planing to do it in small cap active mf soon
@@Sigma-Male1986how's is it doing now? I'm considering kotak small cap too
@@m0hit2201 I started an SIP in Kotak Smallcap Fund on Feb 18th 2022. Now in exactly in 1n half years the return absolute percentage is 19.2% (but the recent rating of smallcap is at 3 stars out of 5 for a time frame of 3 yrs and 5 yrs period respectively).
Well Smmallcap funds or stocks for investment point of view is just too good.
Yes u should consider in Smallcap. Because there r plenty of very promising Smallcap companies. 🙂.Well u can definitely research and invest.
Hope u do start someday. Do u invest stock market too??. I too do as well. Infact I have invested in this company which deals with the 75% percent of mutual fund and transaction. Its called CAMS. BUT unfortunately I picked at a higher price average of 2955. So yeah my beginners' mistake. 😄.
Meanwhile CAMS in another few yrs.. I am waiting to see what happens.
Hi Rahul, Do you provide paid plan for personal portfolio analysis and restructured?
Rahul ji kindly make a video on international as well as gold fund..we will be waiting for your well informative video
Hi! I’m NRO
How can I invest in Mutual fund as suggested by us.
SIP investment
Thank you, Rahulbhai.
For your video and guidance.
I select quant, nippon and hdfc smallcap mutual funds in my smallcap mutual funds portfolio.
Thank you very much Sir.
Good morning sir
Pl.elaborate and explain tata small cap and Mahindra Manu small cap🙏
Sir for comparison of mutual funds which web you will prefer.please suggest
Request you to prepare a video which one is better ETF or Small cap mutual fund?
hey Rahul, many thanks for all the 4 videos, very informative and useful & all the very best !!
Excellent information....good strategy for small cap MF investments
Your data is different from data published by Mint ? How it happens ?
Nippon India Small Cap Fund. Quant Small Cap Fund. HDFC Small Cap Fund. SBI SmallCap Fund
Nippon is best for small cap. Thanks for very good informative mutual fund series. All 4 parts are excellent. Thanks
I started sip from the last two months on Edelweiss small cap fund. Please advice is this the right scheme or not?
Superb analysis... Was waiting very very eagerly and got very very useful information in all 4 parts of MF series... Hope to have such vedios in future too.. Thanks again....
Hi Rahul,
Love your videos. Can you share your insights on shall we consider investing in Large & Mid Cap category?
Can someone comment down the 4 mutual fund discussed by Rahul
I have 4 fund 1) Quant Flexi cap 1000 (2) Sbi Bluechip 1000 (3) Nippon Small cap 1000 and (4) Tata digital india 1000 what is your view sir? I want to buy Hdfc midcap opportunities
I am a mutual fund distributor and I absolutely love your videos. They make lot of sense
No guilt with sbi small cap since restriction on max sip is imposed 😂
Hi Rahul, Excellent.. Thanks !!
Please make a video on ELSS funds analysis… We need this badly
Can you make complete video on ETFs
can you suggest good mobile app for mutual fund investment
Thanks Rahul. Just watched all the 4 videos. I noticed that the way you analyze all the 4 categories in terms of metrics to view, ratios to compare is different. Is there any reason behind that? e.g., in some you are comparing the Alpha, Sharpe Ratios and in some you are not. Similarly, tracking error is replaced by SD in one. In addition, sharing your websites, tools to compare will be helpful to people who do not recognize the interface. I was able to being an old dog in such things. Cheers.
❤
How to calculate Standard deviation?
What about TATA small cap fund and it's Standard Deviation?
Excellent sir
@torahulj what site do you use to compare mutual fund with its benchmark in your video? ruclips.net/video/zTSh0_oMPh0/видео.html
Great 👍
Index fund ke bare me bataye sir. Thank you
Your view on Canara robeco small cap fund
I have invested in 3 small cap
Canara icici and tata mainly for there aum size is good enough, canara and tata is for less volatile and value oriented investment while icici is for little bit risk
What's your view
Waiting for sectoral MF video.
Thanks for your information🙏..
😊😊
Hi rahul what you think about manufacturing and infrastructure funds? am planning to invest some in these funds considering that our economy is growing and the future of indian economy depends mainly on manufacturing sector. only if manufacturing sector performs well, india can move toward a developed nation. this is my thought process, what you think?
Go for infra
Can you send the link where you get all this data please ❤
Sir can you put video on liquid Mutual fund
thank you so much for giving valuable guidance.
Sir G , How is edelweiss small cap fund ?
Hi Rahul, should we consider rolling returns while choosing active small cap funds?
What are your thoughts.
Very useful videos sir tq so much sir
From which site do you get the data from ?
Just saying : Thank you :) 😊
Which website you are using for comparison in this video
Tata small cap is also stable and less volatile.
What about Tata small cap
Lumsum invesment video ?
Please update a video of index fund
How's kotak small cap?