I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.
Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I think best is go for etf and index fund instead large and micdcap mutual funds seeing past years performance many mutual fund not able to bear etd and index fund in this category
In this analysis, we have considered funds that have seen the highest change in AUM over the last one year. The idea is to talk about funds that have witnessed a high investor interest plus good performance.
Interesting analysis and very useful for retail investors, both new and seasoned. It was surprising to note that MO scheme with a concentrated portfolio was doing better than its peers. This definitely speaks volume about the fund managers stock pick and his entry exit strategy. From the analysis presented in this video, I would place my bet on the MO Large & Midcap scheme and revisit the analysis same time next year. Keep up the good work. Best wishes. Somanth
Informative video but the basics are missing, myself is an aggressive investor and aggressive portfolios prefer more in small & mid cap. My fav is "Edelweiss Aggressive Hybrid Fund" Kindly make a video on Aggressive Hybrid Funds too.
Regarding ET Money Genius - Is rebalancing a portfolio on a monthly basis truly beneficial? I'm particularly curious about their strategy, which suggests investing solely in index funds across large, mid, and small caps. While I agree that index funds are great for large caps, is the same true for mid or small caps, compared to actively managed funds in those categories? I'm aiming to invest in a goal-based manner, so as I get closer to my goal, I want to ensure my allocations shift toward more stable assets.
Why investing in mutual funds are complicated day by day ??? So many to choose from. Then you people ask for long term investment for compounding effect. What to do , should I invest all the money i have in mutual funds.
Excellent analysis. Very insightful. Comparison by very pointed aspects make it easier to select the better of the funds compared. Motilal Oswal Large and Midcap Fund stands out.
In this analysis, we have considered funds that have seen the highest change in AUM over the last one year. The idea is to talk about funds that have witnessed a high investor interest plus good performance.
On Balance Advantage Fund video last week, he conveniently omitted HDFC fund citing some volatility. HDFC balanced advantage fund is one of the best now. (Caveat-Invested)
Motilal Oswal ELSS fund has more than 80-90 percent overlap with its large and midcap alternative, so if one wants to invest in an elss option it could be a good choice.
Please check one of our latest videos: ruclips.net/video/MxJZ4yToakA/видео.html You can also find other momentum investing related videos at www.youtube.com/@ETMONEY/videos
The trouble with all such data analysis is that there is no fund which performs very high in all time periods and it is always cyclical. Assuming you buy Motilal Oswal you will end up buying at a high nav based on recent performance and you are most likely to see diminished returns in the next 3 to 5 years. So stick to one of the better funds identified over a longer time horizon based on risk and return profile and do not jump ship just because it has not performed well in the shorter time period (< 3Y). I hold Quant L&MC fund and though it is not performing as well as the top funds in category, it will turn around and I am willing to wait.
Good but also think of this way.. If your existing funds couldn't withstand strong during recent market fluctuations,where as other funds performed well then it means there is something to understand from that
@@ShabaazShaikz Point taken. However, if one has gone through several market cycles, it is futile to chase the best performing funds and akin to chasing one's own tail and so the caveat goes that past performance doesn't guarantee future results.
They have their own filter every random time..The best filter I feel is 10 year returns if they want to make a video for long term investors and 5 for short term.. They have their own random filters to remove filters every time and then compare the remaining ones. Even if the comparison looks ok, the first part of the video itself goes wrong many times with ET money.
@@abhishekchatterG In RUclips, definitely not because everyone is eventually running their own channel. If it is just for knowledge then there are various channels and ET money is not bad either. Don't consider these channels for making decisions about your investments. If you really need someone to look after your portfolio it is better to contact a professional financial advisor.
At one point of time and not too long ago, nobody was cut above Mirae Asset Large and Midcap.Moral : Remain invested and don't switch gears just because someone is creating RUclips content not including a fund you have been invested in.Tgese intermediaries will on one hand talk of benefit of staying invested in long term and on the other hand contradict themselves by coming up with fund performance of funds that are doing better than previously best rated funds.
Well said! We also encourage our viewers to do their own research and pick investments as per their requirements. As a content creator, our job is to bring to you different viewpoints that can help you make a choice. We don't intend to make any recommendations.
At the outset, I love the analysis ETMoney team gives in these videos. However, in this video I don't understand the criteria of selection of these 3 funds. Firstly, what's the merit of selecting the funds with highest AUM growth, and that too in just last 1 year? Secondly, the 4000 Cr AUM filtration seems also suspicious, as Motilal Oswal has about 4900 Cr. It appears that MO fund needed to be picked for analysis, even though it's less than 5 years old. Hence, we can't adequately and comprehensively judge it's performance for the pre-Covid phase i.e. before this liquidity induced bull-run, which seems to be at it's peak.
Nice comparison but what I have noticed is ET money uses different parameters to drop the funds. In one video they do it on size of funds, in another on age, and in another basis returns. A straightforward analysis of top 5 performing funds would be easier for viewers to take a decision
In this analysis, we have considered funds by AUM change in the last one year. These funds have done well both in terms of performance and investor interest. Nevertheless, will share your feedback with the team.
Question: When these funds have higher allocation in other categories, why was comparision done with 50% large & midcaps, why not 30% large, 30% mid, 40% small cap as these funds usually follow?
Click here to watch this video in Hindi:
ruclips.net/video/53Lh96qwE0I/видео.html&lc=UgzPyjXQ1jH1zqFHnId4AaABAg
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.
Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Nifty LargeMidcap 250 Index Fund ❤
Is there any etf
@@MrAvinash5 Only MFs As Of Now.
Edelweiss large midcap index fund@@MrAvinash5
I think we should invest in all the three equal amounts
I think best is go for etf and index fund instead large and micdcap mutual funds seeing past years performance many mutual fund not able to bear etd and index fund in this category
Why not include ICICI and Quant Large and midcap in comparison? they are ranked 2 and 3 on ET money
In this analysis, we have considered funds that have seen the highest change in AUM over the last one year. The idea is to talk about funds that have witnessed a high investor interest plus good performance.
Quant fraud
@@Human-xy8dcquant down now
@@Human-xy8dcyeah worst fundhouse
Interesting analysis and very useful for retail investors, both new and seasoned. It was surprising to note that MO scheme with a concentrated portfolio was doing better than its peers. This definitely speaks volume about the fund managers stock pick and his entry exit strategy. From the analysis presented in this video, I would place my bet on the MO Large & Midcap scheme and revisit the analysis same time next year. Keep up the good work. Best wishes. Somanth
Nothing pleases us more than knowing that our content proved useful to our viewers. Do take out time to share it with your near and dear ones as well.
Informative video but the basics are missing, myself is an aggressive investor and aggressive portfolios prefer more in small & mid cap. My fav is "Edelweiss Aggressive Hybrid Fund" Kindly make a video on Aggressive Hybrid Funds too.
Thanks for your suggestion. Will share it with the team.
How about Bandhan Core Equity Fund ? Other than Turnover ratio.. i feel other parameters seem good for this fund? Please comment
nice qustian
Regarding ET Money Genius - Is rebalancing a portfolio on a monthly basis truly beneficial? I'm particularly curious about their strategy, which suggests investing solely in index funds across large, mid, and small caps. While I agree that index funds are great for large caps, is the same true for mid or small caps, compared to actively managed funds in those categories? I'm aiming to invest in a goal-based manner, so as I get closer to my goal, I want to ensure my allocations shift toward more stable assets.
Very smart and thoughtful presentation
Good message
For me return is important .
For large and mid cap combinations suitable smart beta fund like Kotak alpha 50 is better
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Comparison with the closest smart beta ETF would be very helpful.
Thanks for your suggestion. Will share it with the team.
Why investing in mutual funds are complicated day by day ??? So many to choose from. Then you people ask for long term investment for compounding effect. What to do , should I invest all the money i have in mutual funds.
No invest slow and steadily using sip
Data could have been represented in a better way.. The bar charts were very confusing
Thanks for your feedback. Will share it with the team.
Axis & mirae is best
Mirae performance has dropped recently
@@Razrmantrue, I have been investing in Mirae Asset Large & mid cap fund
@@phanikumar1290 Me too. Have been investing since 2017. Gave good returns.
But off late, its slowed down a bit.
Every few years to change the fund based on its performance is really taxing. Solution?
@ETMONEY Would you suggest to directly invest in 250 LargeMidcap Index fund OR the above shared funds?
Excellent analysis. Very insightful. Comparison by very pointed aspects make it easier to select the better of the funds compared. Motilal Oswal Large and Midcap Fund stands out.
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.
I think sbi large and midcap can outperform in long term...
Sir kindly review Bandhan core equity fund
HDFC large &midcap fund was merged with 3 other large cap focused funds so it's returns before 2021 will look bad
quant large and midcap?
In this analysis, we have considered funds that have seen the highest change in AUM over the last one year. The idea is to talk about funds that have witnessed a high investor interest plus good performance.
Sir very nice illustration. Can you also add Bandhan core equity fund in the analysis
Why Mirrae asset large and mid cap was not considered for comparison.
Anyway its nifty 250 large midcap index fund for me.
I have been investing in same fund from past 6 years
We have considered top funds based on AUM change over the last one year. Mirae Asset Large & Mid Fund doesn't appearat the top as per this criterion.
Edelweiss nifty large midcap 250 index fund is best as passive fund
Ultimate,gajab too good
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Your videos are good and offer insights. Keep it up.
Inference in the video regarding volatility looks incorrect. HDFC one should be less volatile and not more volatile.
💯
On Balance Advantage Fund video last week, he conveniently omitted HDFC fund citing some volatility.
HDFC balanced advantage fund is one of the best now.
(Caveat-Invested)
@@ramamoorthyh Agreed, hdfc balanced is good
You should have looked at nav growth instead of aum growth
AUM can rise both due to NAV growth and investor flows. Hence, we have considered AUM change.
@@ETMONEY if AUM rises because of investor flows, then it's not a measure of returns generated by MF, which is what actually matters to an investor.
Brother only wears Lacoste in the videos. Nice 👍
The analysis is the best.Wish we see more video for other popular funds too like Quant mutual fund.
Motilal Oswal ELSS fund has more than 80-90 percent overlap with its large and midcap alternative, so if one wants to invest in an elss option it could be a good choice.
Good point
👍
very useful insight .....always from et money thanks
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.
Your analysis about mutual funds is always helpful 😊
Sir what about Quant Large and mid cap fund
Sip in sbi large and midcap... Continue
Why not quantity large and midcap?
Motilal oswal is best
How much u invest and how much profit u get? I also want to invest in motilal oswal
Is Quant ELSS good to invest ⁉️
Kindly do the analysis of JM Flexi Cap fund.
Thanks for your suggestion. Will share it with the team.
Waiting @@ETMONEY
Make a video on aum size for different categories
Thanks
HDFC is best compared to pe ratio.
Sbi is the best choice
Engraj Hindi bulo hindi
Wonderful video.
Dsp global innovation fund review plz
Will share your suggestion with the team
Pl make video on momentum MF ? Pros and cons ... very confusing here
Please check one of our latest videos: ruclips.net/video/MxJZ4yToakA/видео.html You can also find other momentum investing related videos at www.youtube.com/@ETMONEY/videos
The trouble with all such data analysis is that there is no fund which performs very high in all time periods and it is always cyclical. Assuming you buy Motilal Oswal you will end up buying at a high nav based on recent performance and you are most likely to see diminished returns in the next 3 to 5 years. So stick to one of the better funds identified over a longer time horizon based on risk and return profile and do not jump ship just because it has not performed well in the shorter time period (< 3Y). I hold Quant L&MC fund and though it is not performing as well as the top funds in category, it will turn around and I am willing to wait.
Good but also think of this way..
If your existing funds couldn't withstand strong during recent market fluctuations,where as other funds performed well then it means there is something to understand from that
@@ShabaazShaikz Point taken. However, if one has gone through several market cycles, it is futile to chase the best performing funds and akin to chasing one's own tail and so the caveat goes that past performance doesn't guarantee future results.
Buying at high nav is not good is a myth. It does not matter high or low nav, all it matters is whether the fund is able to perform or not.
Motilal Oswal
Wow!. One of the best analysis of MFs, I ever came across. Great for investors. Kindly keep it up. 🙏👍
Extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.
They have their own filter every random time..The best filter I feel is 10 year returns if they want to make a video for long term investors and 5 for short term.. They have their own random filters to remove filters every time and then compare the remaining ones. Even if the comparison looks ok, the first part of the video itself goes wrong many times with ET money.
Is there anyone else we can trust for our personal finance knowledge growth? I need help with suggestions.
@@abhishekchatterG In RUclips, definitely not because everyone is eventually running their own channel. If it is just for knowledge then there are various channels and ET money is not bad either. Don't consider these channels for making decisions about your investments. If you really need someone to look after your portfolio it is better to contact a professional financial advisor.
Nyc informative video
Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.
At one point of time and not too long ago, nobody was cut above Mirae Asset Large and Midcap.Moral : Remain invested and don't switch gears just because someone is creating RUclips content not including a fund you have been invested in.Tgese intermediaries will on one hand talk of benefit of staying invested in long term and on the other hand contradict themselves by coming up with fund performance of funds that are doing better than previously best rated funds.
I agree with your point👍
Investing in Mirae Asset L &M cap fund
Well said! We also encourage our viewers to do their own research and pick investments as per their requirements. As a content creator, our job is to bring to you different viewpoints that can help you make a choice. We don't intend to make any recommendations.
Motilal Oswal
At the outset, I love the analysis ETMoney team gives in these videos. However, in this video I don't understand the criteria of selection of these 3 funds. Firstly, what's the merit of selecting the funds with highest AUM growth, and that too in just last 1 year? Secondly, the 4000 Cr AUM filtration seems also suspicious, as Motilal Oswal has about 4900 Cr. It appears that MO fund needed to be picked for analysis, even though it's less than 5 years old. Hence, we can't adequately and comprehensively judge it's performance for the pre-Covid phase i.e. before this liquidity induced bull-run, which seems to be at it's peak.
Motilal Oswal
Motal oswal large and midcap
Mirae Asset Bluechip Fund
Good analysis
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.
Hdfc large and mid cap fund
Quant??
Great video
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.
Nice comparison but what I have noticed is ET money uses different parameters to drop the funds. In one video they do it on size of funds, in another on age, and in another basis returns. A straightforward analysis of top 5 performing funds would be easier for viewers to take a decision
In this analysis, we have considered funds by AUM change in the last one year. These funds have done well both in terms of performance and investor interest. Nevertheless, will share your feedback with the team.
@@ETMONEY yes, but why not use the same approach in all other videos as well?
Thank you for considering
😮😮😮
Question: When these funds have higher allocation in other categories, why was comparision done with 50% large & midcaps, why not 30% large, 30% mid, 40% small cap as these funds usually follow?
No fund does 40% in small cap
The maximum possible is 35:35:30
Fraud broker