New Mutual Fund by A Super Investor 🤓 Old Bridge Mutual Fund Strategy Decoded!

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  • Опубликовано: 27 янв 2025

Комментарии • 166

  • @raghavendradeepakdupugunta4241
    @raghavendradeepakdupugunta4241 11 месяцев назад +18

    00:05 Introduction to Mr. Kane and Radhe's new mutual fund
    02:05 Kenneth And Raney recently started Old
    06:02 Businesses go through cyclical capital cycles affecting RO and competition.
    08:17 Cyclical nature of different sectors impacting growth rates
    12:09 Investing in consumer companies and their trading patterns
    14:02 RO formula is EBIT upon capital employed, emphasizing on company's profitability & balance sheet strength.
    17:55 Investors tend to overvalue businesses at peak order books.
    19:41 Emphasis on balance sheet analysis for investment decisions.
    23:15 New mutual fund by a super investor with a unique investment philosophy.

  • @rockud1
    @rockud1 11 месяцев назад +72

    Finally found an Investor who actually made real money by identifying & buying Asian paints early in its life unlike bookish investor SM who has oversold this stock like crazy and made poor retailers get trapped in it with no returns in last 3 yrs ...

    • @anikettiwari6885
      @anikettiwari6885 11 месяцев назад +1

      Who is SM

    • @vasudevankannan1793
      @vasudevankannan1793 11 месяцев назад

      @@anikettiwari6885 Saurav Mukherjee

    • @dchennaraidu
      @dchennaraidu 11 месяцев назад +8

      saurabh mukherjea Marcellus

    • @fitnessenthu85
      @fitnessenthu85 11 месяцев назад +9

      Great SM stocks.. Asian paints, Amrutanjan, Relaxo, Divis Lab, Alkyl Amines, Lalpath labs.. no returns

    • @Vidyasagarbb
      @Vidyasagarbb 11 месяцев назад +2

      @@fitnessenthu85 Relaxo, he bought at very less rate & still holding. rest of the holdings I think have not given much returns.

  • @nitin_m
    @nitin_m 11 месяцев назад +24

    Waiting for SOIC FOCUSED FUND !!! 🎉🎉🎉

  • @SunitDas7464
    @SunitDas7464 11 месяцев назад +10

    One thing you forgot to mention- he kept more than 46% of AUM as cash right now.

    • @10renganatha
      @10renganatha 11 месяцев назад +3

      Fund is 1 month old so its not a suprise

  • @Gpsuraj99
    @Gpsuraj99 11 месяцев назад +23

    Waiting for samir Arora's Video as well

  • @vatsalnaik6046
    @vatsalnaik6046 4 месяца назад +1

    Excellent inputs. Beginning my first SIP through this Focused Fund.

    • @SOICfinance
      @SOICfinance  4 месяца назад +1

      We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
      Thank you for watching our analysis videos & your support.

  • @LaNcEsuperb
    @LaNcEsuperb 11 месяцев назад +4

    can you please share what is the performance of his PMS until now because many PMS funds have not performed well recently.

  • @friendeleven5711
    @friendeleven5711 11 месяцев назад +4

    Looked at all contra funds. None have investments in logistics, chemicals or bottom of pyramid consumption

  • @MohmedFaiyaz
    @MohmedFaiyaz 11 месяцев назад +8

    Please launch focused SOIC smallcase…

  • @auto-govern
    @auto-govern 11 месяцев назад +13

    Expense ratio of this fund is extremely high compared to other direct MFs

    • @garden__warrior
      @garden__warrior 10 месяцев назад +2

      Newly launched, low size of the fund affects this, as the investment increases the expense ratio will come down.

    • @rurudra
      @rurudra 7 месяцев назад +1

      I think expense ratio shouldn't matter until returns are good.
      Once the fund crosses 1000 cr AUM automatically expense ratio willl go down below 1%

  • @parizatverma2876
    @parizatverma2876 11 месяцев назад +4

    The best is to buy beaten-down stocks. And Balance sheet approach.

  • @ManeeshJoshi
    @ManeeshJoshi 11 месяцев назад

    I have 2 stocks from this portfolio HCLTECH and GAEL and both were in my watchlist after SOIC made a video on them.
    One is 50% plus and second is 40% plus.
    Thanks SOIC. ❤

  • @saravanakumarst8624
    @saravanakumarst8624 11 месяцев назад +9

    Balance Sheet player impressed me a lot as it was a new angle to me. Will study my portfolio on these lines too as I'm looking to trim down my portfolio. Might add one or two on deleveraged business

  • @ren.oooooo
    @ren.oooooo 10 месяцев назад

    Goan here, the "e"'s silent when you pronounce Andrade

  • @amang2802
    @amang2802 11 месяцев назад +3

    Quant mutual fund (flexi cap maybe)

  • @omkarphalke4869
    @omkarphalke4869 10 месяцев назад +1

    Quant mutual fund.(Flexicap/momentum)

  • @nafasm
    @nafasm 11 месяцев назад +1

    Thank You Ishmohit ji.. Very Interesting one

  • @happyhura6229
    @happyhura6229 8 месяцев назад

    Sir please make more make this type of videos superstars investors like madhusudan kela sir, Ashish kacholia sir, Vijay Kedia sir, Girish gulati sir, mukul Agarwal sir, Ashish Dhawan sir,vanaja iyer sir, Ajay upadhyay sir and all big investors investing philosophy ❤

  • @divyanshsh
    @divyanshsh 10 месяцев назад

    This country needs at least 100 listed AMC s 🙌🏼

  • @ShaikhNadeem
    @ShaikhNadeem 10 месяцев назад +1

    hi ishmohit , I had one doubt and this would be very helpful if you can answer. I watched your videos related to dcf calculation and they were very helpful. But I had one doubt suppose I projected the next 15 year's sales and profit data and have calculated the present value for dcf but in terminal value can I take the present value of the expected market cap that the company can have in the 15th year instead of the perpetuity method?

    • @SOICfinance
      @SOICfinance  10 месяцев назад +2

      Yes, but terminal value cash flow you need to discount by 15 to get it to present value and not 10 in that case

    • @ShaikhNadeem
      @ShaikhNadeem 10 месяцев назад

      @@SOICfinance thanks 👍 got it

  • @sharadsarda6537
    @sharadsarda6537 11 месяцев назад +7

    Nifty 200 Momentum 30 Index funds analysis plz.

    • @shailen82
      @shailen82 11 месяцев назад

      expected to give good returns over nifty 50

  • @harshrai5796
    @harshrai5796 11 месяцев назад +1

    Capital Employed= Total assets - current liabilities but you said capital Employed is debt+equity correct me if I'm wrong

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Debt+Equity is what we use..This is correct

  • @ankitlakshya450
    @ankitlakshya450 11 месяцев назад +1

    How did you calculate industry profit pool ?

  • @ramraj72
    @ramraj72 11 месяцев назад

    Thanks SOIC.personally I am holding IDFC tax advantage fund since last 8 years..

  • @kashni
    @kashni 9 месяцев назад

    Very good analysis.. look forward to more videos from you

    • @SOICfinance
      @SOICfinance  9 месяцев назад

      We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
      Thank you for watching our analysis videos & your support.

  • @rsv1503
    @rsv1503 11 месяцев назад +2

    Ishmohit - Have you invested in this mutual fund? Please confirm.

  • @KetanNainwal
    @KetanNainwal 10 месяцев назад +2

    Mohit bhai inhone toh apna fund start kar dia, aap kam se kam apna smallcase he launch kar do😅

  • @rurudra
    @rurudra 7 месяцев назад

    Make a video on analysis various smart beta funds of NSE and their comparison with normal indexes

  • @Vidyasagarbb
    @Vidyasagarbb 11 месяцев назад +2

    Pls analyse Quant mututal fund which made excellent decisions in investments.

  • @PavanKumar-zd7sm
    @PavanKumar-zd7sm 11 месяцев назад +2

    @soic - Thanks for the video, Can you please review the SBI Contra fund.

  • @sourabhmudgal77
    @sourabhmudgal77 11 месяцев назад

    Can’t find this fund on et money

  • @kuberchaurasiya
    @kuberchaurasiya 11 месяцев назад

    Loved the analysis and examples of railway sector, hindalco and birla in paints business.
    Please discuss Quant midcap mutual fund next time

  • @raghvendrasingh-mv3ii
    @raghvendrasingh-mv3ii 10 месяцев назад

    Ye data Excel mein dikhane ki bajae pie chart mein dikhana chahiye..

  • @sidjadon
    @sidjadon 10 месяцев назад

    Does anybody know from where to get finanical results data of last 20 years?

  • @puneetpraveen7843
    @puneetpraveen7843 10 месяцев назад

    Please make a video where in you figure out best 2 mutual funds from every single category.

    • @puneetpraveen7843
      @puneetpraveen7843 10 месяцев назад

      Like top 3 elss funds,
      Top 3 flexi cap funds
      Top 3 Index funds
      Top 3 small cap
      Top 3 mid cap funds etc.

  • @vivekchawla
    @vivekchawla 11 месяцев назад +1

    Great analysis Mohit bhai, insights were not something to be public knowledge. Next AMC i suggest is JM Finance AMC, management change in 2021 had generated good risk adjusted returns. Would like to know in detail their strategy.

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

  • @Mbaaspirant2025
    @Mbaaspirant2025 11 месяцев назад +1

    Hi guys I have 20k to invest after giving up the hopes of getting an allotment for IPO 😅.
    Which sector has growth potential in 1-2 years (that's my long term vision😁)

    • @meghadutta9399
      @meghadutta9399 11 месяцев назад

      varun Beverage kharido..avg krte rho dip mai aur bhul jao

    • @Mbaaspirant2025
      @Mbaaspirant2025 11 месяцев назад +1

      @@meghadutta9399 PE is 90, missed EPS estimates for 3 quarters🙄

    • @shreyashpatel45718
      @shreyashpatel45718 11 месяцев назад

      Yehh bro it's overvalued ​@@Mbaaspirant2025

    • @rjarora
      @rjarora 11 месяцев назад

      @@meghadutta9399 VBL is definitely not cheap for a fresh entry

    • @ROHIT12399
      @ROHIT12399 11 месяцев назад

      ​@@Mbaaspirant2025Jcah....buy 3x in one year...

  • @gauravhooda9742
    @gauravhooda9742 11 месяцев назад +1

    Thanks team SOIC

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

  • @nishantparikh3837
    @nishantparikh3837 9 месяцев назад

    It would be great to have your thoughts on the Helios Mutual Fund

    • @SOICfinance
      @SOICfinance  9 месяцев назад

      We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

  • @venkatrohit23
    @venkatrohit23 11 месяцев назад +2

    Next analysis of Helios flexicap

  • @vinodkumaragarwal5425
    @vinodkumaragarwal5425 11 месяцев назад +1

    Very Nice, detailed and useful Analysis 🙏

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

  • @subhakshidas1891
    @subhakshidas1891 11 месяцев назад

    Please analyse Motilal oswal large and mid cap fund.

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

  • @robin02403022
    @robin02403022 11 месяцев назад +1

    Pls analyse SBI Energy opportunities fund which was launched this week

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞

  • @Dr-BK-Avinash
    @Dr-BK-Avinash 7 месяцев назад

    Please do a review for HDFC Flexi Cap Fund

  • @rajkumarrajpurohit8446
    @rajkumarrajpurohit8446 11 месяцев назад

    Please analyse : invesco india focused 20 equity fund.

  • @haribhauarmal6589
    @haribhauarmal6589 11 месяцев назад

    Sirji, will you please make video on real estate sector.🙏🙏

  • @jaydeepsinhdodiya3134
    @jaydeepsinhdodiya3134 11 месяцев назад

    Please analyseQuant Mutual Funds the next. As they are unique in nature when the churning comes.

  • @Djrahul1000
    @Djrahul1000 11 месяцев назад

    Thank you

  • @rsn5
    @rsn5 11 месяцев назад +2

    Next MF Analysis: ICICI Prudential US Bluechip Equity Fund please.

    • @Darsshnn
      @Darsshnn 11 месяцев назад

      Nai banegi

  • @hussainhussain-kz9hz
    @hussainhussain-kz9hz 11 месяцев назад

    Shukra huzur ❤

  • @manojranjan582
    @manojranjan582 11 месяцев назад

    Pranam sir 🙏

  • @vidhisanghani7608
    @vidhisanghani7608 11 месяцев назад

    Helios flaxicap fund

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

  • @IMSRGURJAR
    @IMSRGURJAR 11 месяцев назад +3

    Its paid video i think?🤔

    • @SOICfinance
      @SOICfinance  11 месяцев назад +2

      We don't do any paid videos. Kindly avoid such comments.

    • @rishabjain8975
      @rishabjain8975 11 месяцев назад

      Quality is way more than any paid course or video. But it is free.

  • @MASH6666
    @MASH6666 11 месяцев назад

    ❤❤❤pls analyse Grauer and Weil ltd a micro cap company

  • @tanwarmech
    @tanwarmech 11 месяцев назад

    Where to apply for this fund? Not avl on Upstox

  • @anirbandas9255
    @anirbandas9255 11 месяцев назад

    Awesome class

  • @irishu007
    @irishu007 11 месяцев назад +1

    Helios Flexi cap

  • @safetycounselorengineering7105
    @safetycounselorengineering7105 10 месяцев назад

    Sir
    Kotak small cap & kotak ELSS please

    • @SOICfinance
      @SOICfinance  10 месяцев назад

      Thanks for the suggestions.😃 We aspire to keep enriching your investing experience. 🤞

  • @Vishal-do3zp
    @Vishal-do3zp 10 месяцев назад

    Expense ratio of 1.44 is too high

  • @arvindgandhi1007
    @arvindgandhi1007 11 месяцев назад

    Thank you very much.

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

  • @ankushgore86
    @ankushgore86 11 месяцев назад +1

    Invest karna sahi hoga sujjest sir

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your trust in us & our educational videos. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.

  • @alokranjan476
    @alokranjan476 10 месяцев назад

    Thx ❤

  • @ritam5767
    @ritam5767 11 месяцев назад

    Please analyse Helios Flexicap Fund

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

    • @raman5682
      @raman5682 15 дней назад

      ​@@SOICfinance Still pending. Apart from parag parikh fund house I can see only Helios MF who have a definite method and philosophy and stick to what they do. Elimination investing. Please make a video. All other fund houses diverge from their principles in general.

  • @badridas6808
    @badridas6808 11 месяцев назад

    Nice video. Please analyze some ELSS FUNDS.

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞

  • @nagarajanpillai1026
    @nagarajanpillai1026 11 месяцев назад

    Thank you !

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

  • @arvindmahajan
    @arvindmahajan 11 месяцев назад

    🎉please analyze HDFC Defence Fund. Regards .

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞

  • @althafyoosuf7945
    @althafyoosuf7945 10 месяцев назад

    Gem video ❣️

    • @SOICfinance
      @SOICfinance  10 месяцев назад

      We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

  • @jamirnayakwadi1188
    @jamirnayakwadi1188 11 месяцев назад

    Thank you so much sir

  • @tanveer7008
    @tanveer7008 11 месяцев назад

    if possible plzz make video on national peroxide company (new name "naperol"}

  • @dhavalpandya2971
    @dhavalpandya2971 11 месяцев назад

    Great analysis bro pls make a video of sbi focused fund thanks

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We're happy to hear that our content is helping you learn. Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

  • @V.E.D.A.N.G
    @V.E.D.A.N.G 11 месяцев назад

    Whoever is famous among retailers will help you to get mediocre returns to no returns
    Obviously there are exceptions

  • @cajidcruz9479
    @cajidcruz9479 11 месяцев назад

    Superb analysis

    • @SOICfinance
      @SOICfinance  11 месяцев назад +1

      Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

  • @ShaileshNaik-m7j
    @ShaileshNaik-m7j 11 месяцев назад

    Great Knowledge..

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜

  • @dqumb6373
    @dqumb6373 11 месяцев назад

    SBI contra fund please

  • @omkarphalke4869
    @omkarphalke4869 10 месяцев назад

    Nifty200momentum 30

  • @axaymalaviya1384
    @axaymalaviya1384 11 месяцев назад +1

    Good research

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

  • @bordoloidharuba5063
    @bordoloidharuba5063 11 месяцев назад

    Helios capital

  • @aquariusneon
    @aquariusneon 11 месяцев назад

    thx

  • @samirmasrani9810
    @samirmasrani9810 11 месяцев назад

    Hdfc midcap opportunity fund

  • @shashidharprabhakar9796
    @shashidharprabhakar9796 11 месяцев назад +1

    Fantastic analysis! Can you please provide similar analysis for the newly launched SBI Energy mutual fund.. would be helpful to understand your take on Energy sector specially with general elections round the corner.

    • @SOICfinance
      @SOICfinance  11 месяцев назад +1

      Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

  • @JAYP20256
    @JAYP20256 11 месяцев назад

    Jai Hind!!!

  • @deepakpatel4186
    @deepakpatel4186 11 месяцев назад

    Paaji Superb....Please if you can compare with Peer Mutual Funds

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestions and watching our videos.😃 We wish to keep enhancing your investing experience. 🤞

  • @kavitamalpani7635
    @kavitamalpani7635 11 месяцев назад

    First one
    All industries sre cyclical

  • @pankaj3818
    @pankaj3818 11 месяцев назад

    Nice one.....

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

  • @ayushgupta2428
    @ayushgupta2428 10 месяцев назад

    PARAG PARIKH MULTI CAL

  • @mainnahiharunga2129
    @mainnahiharunga2129 10 месяцев назад

    Great

    • @SOICfinance
      @SOICfinance  10 месяцев назад

      Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

  • @Anshuman280
    @Anshuman280 11 месяцев назад +1

    Rip for saurabh m

  • @anirbandas9255
    @anirbandas9255 11 месяцев назад

    Awesome

  • @mohitmohania5647
    @mohitmohania5647 11 месяцев назад +1

    Hell yes❤

  • @rsldkn
    @rsldkn 11 месяцев назад +2

    Hell yess

  • @puneetkaushal9993
    @puneetkaushal9993 11 месяцев назад

    Indag rubber

  • @karansheth820
    @karansheth820 11 месяцев назад

    Iti and Mahindra manulife

  • @SunilKumawat-yh3ib
    @SunilKumawat-yh3ib 11 месяцев назад

    Aagala mutual fund quwant ka

  • @anagh3223
    @anagh3223 11 месяцев назад

    Thanx, Next mf will be Mirae X Artificial intelligence

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝

  • @dprakash5913
    @dprakash5913 11 месяцев назад

    Super 🎉

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

  • @pravin1816
    @pravin1816 11 месяцев назад

    🙏❤

  • @navin2719
    @navin2719 11 месяцев назад +1

    Ppfas flexi cap

  • @akulsharma6262
    @akulsharma6262 11 месяцев назад

    👍👍🔥🔥

  • @gulshan_____editz
    @gulshan_____editz 11 месяцев назад

    🙏💯

  • @rishabjain8975
    @rishabjain8975 11 месяцев назад