Small Case क्या है, कैसे काम करता है? - Smallcase Investment Review, Charges, Rebalancing

[@AssetYogi]

Join All-In-One Video Finance App here: vidfin.com/ Enjoy Free Access to select Financial Insights & 1st Chapter of all the courses. Friends, some of you have shown a concern that Mutual Funds are shown in negative light in the video and that limitations of Smallcases were missing in the video. That was certainly not the intention. The intention of this video is to make people aware about Smallcase, another good option for equity investments and do a tutorial around that. Mutual Funds definitely have good use case for a lot of people. We will do a more detailed comparison in an upcoming video.

[@vishalbirje1821]

Thanks Mukul ji for all your sincere efforts. Keep up the good work 👍

[@power2965]

why not buy small cap MF , its given huge returns Last year n before also, im starting Nippon SCap @20 2012,13 around,, now 75 Nav, easily Sip stock specific, we monitor daily with news , price action, lots of mind puzzle.. Mf given best returns if u hv good mf, compare to stock basket

[@mahendrakolhapure]

MF gave best returns. You are quoting that MF does not beat Nifty returns which is completely false. If you want to promote Smallcases you do it, no issue. But don't share false info and misguide people.

[@AssetYogi]

Mahendraji, generally MFs include dividends in their returns whereas Nifty index only captures share price movement.

[@manthanrupda1149]

Buying mutual fund charges approx 1.5% pa while in small case subscription charges, buying & selling charges, rebalancing selling and buying charges. Also STCG will be applicable. Aur small case me sip kare to har sip payment pe charges dene hoge ya one time he. Please if you explain it will be helpful is this costlier for small investor who does sip.

[@paragabhyankar962]

My exp with smallcase - As a low income person, I was looking for a smallcase below 500₹. I found one amd bought it. Then I came to know that they charge 200₹ extra per transaction.. so each smallcase txn cost me 700 per month.. plus while selling I paid fixed NSDL charges on per scrip per day basis. (18.50₹ * 6 shares) + 3-5 ₹ brokerage If I would have started a MF SIP of 500 ₹ even after paying 1% expense ratio, I would have made much more in return. Conclusion: smallcase is just another "fad" and not suitable for small investors

[@gauravarora790]

Absolutely correct, Thanks for sharing your experience. We can easily go for MF rather such things.

[@amartyamukherji6314]

Yes small case is good for a lumpsum amount for long term growth. Then also there will be extra expenses for each rebalance update. But in that case the ROI will be significantly high. So, only for a lumpsum of minimum 50k to 1 lakh its good. Otherwise not.

[@nithishkmr]

Blanec clear

[@akashtalreja8292]

@@amartyamukherji6314 sir can we do sip of rs 5000 per month for 3 year will it be good

[@wcky652]

This is the reason I never choose or recommend to peoples of small case. Mutual are much better.

[@rkg3157]

Happy teacher's day Sir..apse bahuch seekhte hain 🎉🎉🎉

[@moneyplugin7533]

I am extremely happy that you spoke about it clearly. (Charges) nobody didn't even bother to talk about it in their videos. Even if the video is sponsored you spoke about charges. You gained respect.... Respect+++

[@monkeywithbrain]

Smallcase is one of the best invention I would say! Pretty easy to check and use!

[@sunitagurjar5301]

Thanks now I want to shift my investment to small case I will share my view after 6 months Thanks 🙏🏻 😊

[@rohit.reborn]

how was your experience sir? i am thinking about start investing with smallcase

[@adityakujur1724]

can you please share your experience with smallcase

[@rishugupta8169]

I see this idea of small case being professed by everyone on youtube these days. But I still could not figure out why these are better options than mutual fund. Just because it consistently beat the index fund in last 3 years or is it because people just investing in it because of FOMO. I have few questions regarding all these and please try to explain them with data in the upcoming video. 1. Small cases are way more expensive than mutual fund. A mutual fund charges 1% at max if you go through direct investment while for small case we have to pay 6000 which is 1% of 600000. So the investment does not make any sense if we want to start low. If I want to invest 50k the expense ration becomes 12% and if it does not earn a min of 18% considering inflation the money is a sheer Waste. Bottom line you need more and more money so that the expense ration comes down. 2. Most of the rebalancing will account for short term gain/loss making it a costly business and cutting down my profits. 3. A simple index fund return of 13% can give you more profit if you are a small investor than a small case. 4. Who is managing my money is not clear. We only know about the fund house and not the managers in case of small case. While we can do a deep study about fund house manager and understand his was of investing in mutual fund. 5. People calling it that we do not have visibility about which stocks are there in portfolio. Mutual fund declarations can be read and in case of small case I do not understand what is the use of visibility when I am not doing research. It is just that I can look at stocks without any idea and analysis. I am not a great investor but have just started my journey. And I found these as fundamental problems with small case. Please help me in clarifications as I want to understand it in better way.

[@santlalyadav6433]

Really you are correct 💯

[@vjayvenkat]

You nailed it bro!!! Only one simple suggestion you could expand point 2 with tax implications because of short term gain.

[@arvindkaramadi2074]

Very well presented sir. It covers many aspects and a beginner's querries are already answered in the video! Also it adds to knowledge for those who are seeking new avenues for investment. Thanks for coming up with this Gem. Keep growing in this field and be guiding light. Stay blessed

[@AssetYogi]

Thanks a ton

[@technicallovers555]

This is channel where i can recommend to any one the simplicity and honesty i loved it 🤟❤️✨

[@AssetYogi]

Wow, thank you!

[@surajpatil9713]

One of best video on small case. Superb 👍👍

[@AssetYogi]

Thanks.

[@nishantahuja7090]

Thanku for your valuable videos sir. Sir small case mein invest karte time 100 rs charge lagta hai aur sir withdraw karte time ya maturity ke time bhi koi fees lagti hai kya. Please rplt soon Thanku

[@Navinninex]

Brokerage and cdsl charge for script

[@drsbiswas]

There are 2-3 youtubers I trust. Asset yogi is one of them. A beginner video of smallcase I was searching for, I open asset yogi.,and there it is. Simple, beautiful and informative like other videos of him. Thanks Mukul sir.

[@AssetYogi]

Glad I could help

[@sexyjivan]

Sir.. Do you recommend ET Money Genius? Please comment which one would be better - SmallCase or ETM Genius?

[@rhl1110]

Another masterpiece Sir❤. Assuming if I buy a small case, which contains approximately 10 stocks. But I sell one of them completely, after few days. How will the rebalancing happen with the next update?

[@pvv123456]

You won't be able to get Rebalancing updates if you change any stocks on your own

[@vaibhavtikoo88]

Sir i have one doubt regarding the money that we r investing. Is it suppose to be monthly or annually or one time. Because if i check while purchasing the stocks in All weather it asks for the option monthly or one time. Plz share ur comment what to be done and for how much time. Is it like SIP, please help as i am a beginner

[@AssetYogi]

SIP and lump sum, both options are there.

[@amitsharma4279]

Sir Smallcase. Vs Teji mandi ? Which one to choose as a beginner?

[@ajitpatel7400]

Bahut achchha Sir ji.. I am the Subscriber of this channel now

[@imtiyazahmad1184]

1 questions... 1 year ke subscribtion leke hum ne invest kar diya to kya every year hame subscription lena padega, Or agar nahi liya to kya mera small case portfolio sell kar diya jayega ya hum usey sell ya buy nahi kar sakte. Please solve my confusion

[@AssetYogi]

You have to keep renewing it.

[@imtiyazahmad1184]

@@AssetYogi Matlab agar mai 1000 ka sip start karta hu to mujhe 1500 har mahine dena hoga? Or agar mai renew nahi kiya to kya hoga ye bhi bata dijiye

[@prakashredekar8221]

You are real Master of Finance

[@Hindu1984]

Thank you for such a informative video... 👍👍👍🙏

[@radheshyamdeshmukh2209]

Sir small case me har mahine sip ki tarah dalne pdte hai ya one time rahta hai pls guide kre

[@narkhedebn]

In Rebalance we have to select the fund for sell and purchase or Advisers is doing that?

[@Sehatmantra846]

Sir September month me smallcase ke charges kuch change hue h..ek new video is par full detail video banaiye investment ko lekar confusion ho Raha h .😂😂❤❤

[@saurabhjamdade9073]

Sir smallcase me sip kar sakte hai kya.

[@dsj02841]

Excellent Sirji.....❤❤

[@shambhurajenagawade6031]

How to launch our Smallcase publically like Windmill Capital? Which are the requirement to do that?

[@ayushsingh335]

Just wanted to know, can we exit it at any instance? For example: if I see my profit is good, can I exit and take my money out?

[@byoffice]

Is there any charges at the time of rebalancing?

[@vickysharma-ud1tj]

Sir mera groww mein demat account hai pr mein small case mein invest krna chhata toh kya steps rahega. Groww smallcase mein show nhi kr raha hai. Please koi video ban dijiye. Kafi logo ko ye issue ho sakta hai. Thanks for providing quality content to us

[@AssetYogi]

Unfortunately, Groww has not yet tied up with Smallcase. You can use one of the listed brokerages at the moment.

[@vickysharma-ud1tj]

@@AssetYogi sir mein bhi yahi soach raha hu pr mujhe ye samjhne mein issue aa raha hai ki agar mein 1 or demat account create krta hu toh kya kuch issue ho sakta hai. Thanks for your reply. But if possible than please make video on this topic Problem: multiple demat account is okay or not?

[@kripa.....1021]

Outstanding explanation...... Hamesha Jaise....

[@AssetYogi]

Thanks a lot

[@pradeepkrmahato7234]

Good information 👍👍 Aap Bhuat he Details Jaankari Deyein hain Dhyabaad Sir 🙏🙏

[@AssetYogi]

Most welcome Pradeep.

[@lokeshpatil4728]

Hello sir, If we take a subscription of a portfolio for 1 year and invest money in it....but after a year if I don't subscribe it again then will I be able to rebalance it? Or it only works when we have subscription?

[@AssetYogi]

You have to be a subscriber for rebalancing

[@sujeetyadav2685]

Smallcase me investment time period kya hota hai aur hum decide kar skte hai kya

[@amardeepsingh9039]

Sir u explain very well.....! Simply perfect.

[@AssetYogi]

Keep watching

[@technicallovers555]

Do u personally use small case and if yes then which one u have invested ?

[@deviprasannapanda730]

While rebalancing we need buy and sell as per small case suggestions, then we need to pay brockrage charge to zerodha or groww etc.. its an extra cost again. Incase of mutual fund the fund manager also do rebalancing. Can you explain charges more clearly including rebalancing.

[@kaushiktanuj91]

You are an amazing teacher sir, plz continue the efforts..

[@panwardeepak79]

स्माल केस🤔🤔,बहुत ही अच्छा वीडियो मुकुल जी😊😊👌👌🇮🇳🇮🇳🙏🙏

[@kaustavsengupta1310]

Is this possible to invest for one time here instead of sip pl?

[@Mysharemantra]

Very nicely explained. Many thanks

[@shivnarayanyadav7952]

Thank you sir very valuable insight of smallcase dene ke liye.

[@saketsharma7373]

Thank you sir aap ne sare doubt clear kar diye best video ❤❤

[@pankajkumar-qx5cj]

Aapki teaching style gazab hai

[@AssetYogi]

Thanks Pankaj :)

[@surjit.verytuchingsongkaur186]

Sir aap muje bta skte ho ki mein kis mein invest ker skti hu 🙏🙏🙏🙏

[@abhinavbisht1196]

Very informative Video Sir Maza aagya sir Ji 🐭❤️❤️

[@advbnpatil1180]

Sir small case main cagr dete hai kya wo cagr calculation barobar hote hai

[@satyanarayangupta8465]

Mai direct demo with live dekhana Chahata hun, which easy for bigners.

[@shakeebahmadkhan3067]

Very well explained. Loved it. Thanks

[@AssetYogi]

Glad you liked it

[@Travelblogger007]

Thank you this video is very helpful 🎉🎉🎉🎉

[@AssetYogi]

Glad it was helpful!

[@djshelke]

Very nice n helpful video,can you share a video of how to create our own small case ,

[@khushisahu1523]

Happy teacher's day sir

[@govindsinghal3931]

SIP in small case to be deducted from bank or do I have to add funds under grow app?

[@vinayakrauniyar]

Hiii Sir, mujhe aap ke bolne ka style bahuttt pasand aata hai..... I Love You ❤️ God Bless You...

[@anshulthakur1085]

Agar hum kisi smallcase ko buy krta hai aur dubara sa next month usi smallcase ko dubara sa buy krta tab hum investment charges dubara sa dena honga kya ?

[@Lionforge2]

Smallcase is love 😍

[@healthyworld1987]

Please tell me about green energy portfolio in smallcase, is that good or not

[@vilaspatil70]

I think fees of Rs 6000/- should be reduced to 50% so that more people can subscribe and benefit the masses moreover small case as company will have more cuatomera and more revenue. I appreciate the fund managers time and knowledge to make such small cases but once its made they just need to review and send updates for rebalancing its been subscribed by so many people so cost reduction is justifiable

[@rjnitin8198]

💐 धन्यवाद, धन्यवाद, धन्यवाद.....👍

[@mohitsuneja16]

Thanks a lot sir for clearing the doubts...

[@AssetYogi]

Keep watching

[@bhuneshwarsingh630]

really helpful for me I used tejimandi but finally and internally it uses smallcase

[@bhawnasinha2405]

This is very informative video. I am curious to know more about small case. Thank you 😊

[@VictoriaBecker-qs6uk]

✅☝🏻✍️

[@krishnendughosh]

Amazing gyan sirji

[@TanmayMayank]

Wonderful explanation!!!

[@inderchauhan9509]

Thanks bro.. very informative

[@aksket2000]

While rebalancing small case, what about capital gains and taxes?

[@RahulPatel-tp7hp]

Kya government employees SMALLCASE me invest kar sakte hai??

[@suryaprakashdubeysuryaprak4616]

Bhut hi jaruri baat bata rhe hai

[@fagittonunis755]

Sir, we can do our own smallcase also na?

[@shekarreddy1986]

So far the best video on small case thx sir

[@bikramjit15]

Thank you Mukul Sir 👍👍👍

[@neetakulkarni7689]

Very informative video sir, thank you ! But is the investment to be done monthly..just like SIP manner..or is it a one time investment ?

[@AssetYogi]

You will have to invest in portfolio

[@vive121]

I will stick to index fund ❤ But thanks for making informative video.

[@GREESHMAVISWANATHANK]

Should we continue subscribing to a small case until we redeem it ? Most subscription come for 1 yr like in the case of windmill but we can keep the investment for more than 1 yr.

[@jaganhanumanthu8497]

Very informative lecture Thanks

[@AssetYogi]

You are welcome

[@jigneshsinhrajput]

Wonderful , mind-blowing explain

[@AssetYogi]

Thank you so much

[@NaveenKumar-sz8rk]

Thank you Sir :) I wonder if we can get a small case from Asset Yogi as well! :)

[@sujanshah2214]

Thank you Sir for excellent explanations.

[@AssetYogi]

Thanks Sujan

[@sunilkumar-zy4zj]

Thankyou sir best explane

[@pompanagoudas]

If I invest in small case stock, let's assume " dividend aristocrats" which consists of about 12 stocks, after investige they can be visible on my stock portfolio,,, my question is can I sell single stock among them whenever want, secondly do I need to pay broker charges for each scrips,. Kindly clarify

[@Choudharyrakesh]

Yes.. you can sell any or all.. your demat broker charge will be applied just like other shares which you buy on you own

[@pbdivyesh]

@@Choudharyrakesh nice thanks for the answer

[@sunillovemaker]

Hello sir, I have a question if I share my created smallcase to my friends and if they invest in them do I get any commission on that..?

[@subirajrathore9538]

Do we require DEMAT account for this as well ?

[@RAJESHSHARMA-rf4nb]

Very beautifully explained...Thanks a ton...

[@AssetYogi]

Most welcome 😊

[@swarnakoyala]

I hv seen u r all videos very informative.....

[@thakurtimmy8624]

Bhut kubh guru ji dahnyabadh 👌👍

[@HEMANTKUMAR-om2yp]

Very nice presentation

[@HEMANTKUMAR-om2yp]

Can I talk to you

[@ashokpanth2409]

Excellent tutorial.

[@AssetYogi]

Many thanks!

[@harshjain3294]

Sir. Small cap ma konsa parameters dka

[@mashkoorsheikh3758]

Ek baar mein ek small case mein kitna amount invest kiya ja sakta hai?

[@parveenthereja3450]

Excellent video sir.👍

[@kishorshakyawal846]

Sir very very informative videos, more videos smallcase full details

[@VictoriaBecker-qs6uk]

⬆️📩

[@Ak.Spirituality]

Crisp, to the point and exceptionally informative videos. Brilliant work 👍

[@rajender131974]

good knowledge and good explained

[@AssetYogi]

Thanks for liking

[@cknk8262]

The problem with Indian companies is they charge more to few(Its a chicken-Egg problem) while the companies in west follow charge less to more customers. I feel that is the reason in west you found the market footprint is huge.

[@alpeshpatel9656]

Do we get rebalancing updates in free access smallcase?

[@ashwanikumar249]

Explain very well sir👍

[@AssetYogi]

Thanks :)

[@SUSHILKUMAR-ej1ff]

Bhai bahut badhiya

[@vanshrao3163]

Very very informative video . Thanku sir🙏🙏🙏🙏

[@AssetYogi]

Most welcome

[@siddharthpatil669]

Very Very Informative Session👏

[@AssetYogi]

Glad you liked it

[@harekrishnamuduli8115]

Smallcase ko kese buy and sell kare plz.. Video banay sir.

[@scbtradingguide]

Thank u for valuable information bro.

[@AssetYogi]

Welcome