Pattu Sir, Excellent research. 7 min video is telling enough to start and understand about equity mutual funds. No CEO or Media would share this much quality content. You are ultimate.
With due respects to Pattu sir : I read in freefincal nifty : nifty next 50 in the proportion of 70:30 for conservative investors and 50:50 for aggressive investors. Use of ratio charts : For those choosing 70:30 with an eye on market be aggressive using ratio charts. When nifty / nifty junior chart is below support increase allocation to denominator index. I am saying this after observing one way ratio chart move after January 2023. Pivots traditional chart in Trading view can be applied for this purpose
This video made me change my investment of 8.3 lacs lumpsum from midcap 150 index to 6lacs nifty next 50 index and 2.3lacs in midcap 150index( yes I still wanted that kick of taking risk).. But thank you sir for such a great content
at 4:20 if we do asset rebalancing say 50:50 when we get bigger gains (at year 2017 to 2019) .. will that increase the NN50 performance over N50 more than it is shown in the graph? Bcoz we just don't remain invested in N50 or NN50 we usually rebalance so that whole effect will be much bigger
I am seeing the video now and midcap 150 index has diverged a lot from nifty 50 and next 50. They might meet upon a crash. But it midcap 150 will not underperform. Also if we dint take money out during a crash liquidity problem can be ignored. I still feel midcap 150 index is thr best index. We also have midcap 150 momentum 50 Index now. Avg 7yr rolling return from 2014 is 21.72 percent. May be if you put a comparison now with this momentum as well , it will be interesting to see
Agree with you. You worry about liquidity only if you buy ETF. The lower cap premium of stocks established by Fama & French research long ago should not be doubted. may be the small cap 250 does not perform so well due to lack of quality in its constituents. So midcap 150 and next 50 are the best bet. The 200 momentum 30 and 150 momentum 50 are also powerful constructs that will prove themselves with time.
I hope my comment is relevant in the context of video. In short term also one can chase index with trading mentality. I was given to understand mid cap outperformance and I picked up a mid cap fund. It performed well in absolute terms but lagged the index by > 35%. In earlier uptrends my fund moved lock step with index. Belatedly I realised that mid cap index fund mimicked the index performance pretty well , impact cost notwithstanding
Sir can you make a video with a comparison for rolling returns for sectoral indices , nifty bank, it, pharma, auto and manufacturing. I wanted to see how long a market hype for a sector influences its index and is it worth it to shoft allocations across nifty next 50 and the sector index. The recommendation for nifty 50 and nifty next 50 has helped me simplify long term investments. 😊
Sirji Namaste, Nice info., Can we treat Nifty Next 50 as midcap index and Nifty Midcap 150 as small cap index??? Waiting for reply, Thanks & Regards, Ganapati 🙏🙏🙏🙏🙏
Hi sir, please make a video on nifty smallcap 250 quality 50 index as well. From the whitepaper on nse website, they are saying that the rolling returns of quality index is much better in 1,3,5,7 year periods with lower volatility Also, want to know how max life is launching an index fund for smallcap quality 50? Can only AMCs launch NFOs or is it possible for an insurance company to do it as well?
@@jishnu18 each universe expands with time. Large caps also didn't have 15-20 lakh crore mcap 15 years back. In 10-15 years, 20k crores would be in microcap segment.
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Pattu Sir, Excellent research. 7 min video is telling enough to start and understand about equity mutual funds. No CEO or Media would share this much quality content. You are ultimate.
With due respects to Pattu sir : I read in freefincal nifty : nifty next 50 in the proportion of 70:30 for conservative investors and 50:50 for aggressive investors.
Use of ratio charts : For those choosing 70:30 with an eye on market be aggressive using ratio charts. When nifty / nifty junior chart is below support increase allocation to denominator index. I am saying this after observing one way ratio chart move after January 2023.
Pivots traditional chart in Trading view can be applied for this purpose
This video made me change my investment of 8.3 lacs lumpsum from midcap 150 index to 6lacs nifty next 50 index and 2.3lacs in midcap 150index( yes I still wanted that kick of taking risk).. But thank you sir for such a great content
at 4:20 if we do asset rebalancing say 50:50 when we get bigger gains (at year 2017 to 2019) .. will that increase the NN50 performance over N50 more than it is shown in the graph? Bcoz we just don't remain invested in N50 or NN50 we usually rebalance so that whole effect will be much bigger
It will not increase performance. It will reduce our portfolio volatility
@@pattufreefincal thanks sir
I am seeing the video now and midcap 150 index has diverged a lot from nifty 50 and next 50. They might meet upon a crash. But it midcap 150 will not underperform. Also if we dint take money out during a crash liquidity problem can be ignored. I still feel midcap 150 index is thr best index. We also have midcap 150 momentum 50
Index now. Avg 7yr rolling return from 2014 is 21.72 percent. May be if you put a comparison now with this momentum as well , it will be interesting to see
Agree with you. You worry about liquidity only if you buy ETF. The lower cap premium of stocks established by Fama & French research long ago should not be doubted. may be the small cap 250 does not perform so well due to lack of quality in its constituents. So midcap 150 and next 50 are the best bet. The 200 momentum 30 and 150 momentum 50 are also powerful constructs that will prove themselves with time.
the video i needed....thanks a lot...pattu ji
Thank you Pattu sir for sharing this high quality research
How are you professor? Missing your good old active fund reviews. Hope to see more of that. Best wishes.
Fantastic research Sir 🙏
I hope my comment is relevant in the context of video. In short term also one can chase index with trading mentality. I was given to understand mid cap outperformance and I picked up a mid cap fund. It performed well in absolute terms but lagged the index by > 35%. In earlier uptrends my fund moved lock step with index. Belatedly I realised that mid cap index fund mimicked the index performance pretty well , impact cost notwithstanding
wanted to ask how do you get the data points?
Sir could you please add s&p bse low vol index
Sir can you make a video with a comparison for rolling returns for sectoral indices , nifty bank, it, pharma, auto and manufacturing.
I wanted to see how long a market hype for a sector influences its index and is it worth it to shoft allocations across nifty next 50 and the sector index.
The recommendation for nifty 50 and nifty next 50 has helped me simplify long term investments. 😊
Thank you, exactly what I was looking for!
Sir, Please make this analysis every 6 months. This is Gold.
Sirji Namaste, Nice info., Can we treat Nifty Next 50 as midcap index and Nifty Midcap 150 as small cap index??? Waiting for reply, Thanks & Regards, Ganapati 🙏🙏🙏🙏🙏
Nifty Next 50 as midcap index is fine
Thanks a lot Pattu
Hi sir, please make a video on nifty smallcap 250 quality 50 index as well. From the whitepaper on nse website, they are saying that the rolling returns of quality index is much better in 1,3,5,7 year periods with lower volatility
Also, want to know how max life is launching an index fund for smallcap quality 50? Can only AMCs launch NFOs or is it possible for an insurance company to do it as well?
I will do it and say don't invest.
😅
2008 drawdown was 63%, I think this itself warrants a case not to invest in smallcaps in general
😂 there will be a 20 min video stating the facts and then last 2 seconds at 2x speed 'please stay away'
@@vinaytm stop looking at 15 yr old data. every small caps in small cap index are midsize companies with market capitalization bigger than 20000cr
@@jishnu18 each universe expands with time. Large caps also didn't have 15-20 lakh crore mcap 15 years back. In 10-15 years, 20k crores would be in microcap segment.
Sir next 50 is now flying high again