EP 3: Why large Mutual Funds and Portfolio Managers behave like a Titanic? - Kya Lagta Hai?

[@JatanPorecha]

This is something I have been suspecting but could not figure out. Basantji you are very articulate and accurate in explaining us this phenomenon.

[@bmtheequitydesk]

Thanks

[@anandsinghchouhan3959]

Sir aap uhii bindas solid view dete rahiye jisse public ko 💡ideass share kre, aapki koi jwabdari nhii h, hamari hogi

[@tribhuvan2208]

We are blessed to have you... Plz continue all your new series... Thank You Good Luck to you Sirji :)

[@VagabondVlogger]

This is what we call Clarity Of Thought.....🙏 Thank you sir

[@shaikhabdulaziz759]

I think his references were Axis AMC and Saurabh Mukherjee PMS.

[@rajajana9842]

Extremely relevant topic.....always found Basant Maheshwari to be a very sane, logical voice without any hubris....first heard him in 2009 2010....since then whenever he speaks and writes, I make special effort to listen and read him up.

[@akashkarke1002]

There are many other youtubers but no one has knowledge + experience like you ....

[@bmtheequitydesk]

Thank you.

[@VishalSoni-zp2ub]

Your video provided a perspective to look at mutual funds. Otherwise, everyone is there on KZbin with recommendations 😊

[@bmtheequitydesk]

👍

[@prashantdubey415]

Sir I love u because u know how to make money. U know mere knowledge is not enough to make money. There are extreme knowledge person like Sourabh mukherjea and rrtailers are mad about him, but I listen u or Kedia sir or still i watch The RJ old interview. I am thankful to you for your youtube channel. I have multiplied my wealth 3x in last 5 yrs. Following u since 2020

[@siddharth0401]

Saurabh has dumped relaxo, arc funds is another example, bitcoin, high pe stocks, axis mutual fund, it's better to go with unmarked funds in their initial stages

[@bmtheequitydesk]

True

[@shivansh59667]

And same with dmart after making climax top

[@tukaramkangude8269]

Who is saurabh

[@AjitJoshi686]

Looking forward to Helios fund launch. Quant is good because they churn their portfolio rapidly

[@pushpakpatil9501]

Where did u get you get this information about saurabh mukharjee that he dumped relaxo share?

[@bharghavatri9487]

Next level knowledge from Cathie wood to Indian Mutual fund industry

[@murtyp9043]

Sir a Master class and concept. The way you simplify is amazing. No one can forget the concept in their lifetime.

[@nkpanjiyar]

Very true and indepth analysis after a long time. Highly appreciate. Thank you.

[@sweetimager6116]

सर बहुत बहुत धन्यवाद हिन्दी में बोल रहे बहुत अच्छा समझमे आ रहा है हमें

[@mahendraaganatra9524]

So Much Knowledge on Finance I get from ur vedio Thank U sir

[@asinghal77]

UTI Flexi cap fund is best as an example for this

[@JatinDeshpande15]

This gave me a new perspective to look at the Mutual funds. Thanks!

[@VishalSoni-zp2ub]

Your video also emphasizes the fact that why booking profit is also important. Buying right and sitting tight doesn't work all the time.

[@bmtheequitydesk]

Many times it does. Sometimes it doesn’t …

[@ritikmalhotra4953]

Isko kehte hai experience with honesty ,,Sir v nice video 👌👌👌💐🙏🙏

[@anujchauhan8782]

Thank you so much sir, itna Sara knowledge free me share krne k liye abhi tk Hume apke interview ka intzar news channel me rhta tha but abhi apka channel hai to bhut accha hai

[@utsabroy5506]

Topic bahut badiya Basant Sir...🙏

[@ankurnaraniwal]

Sir ocean of knowledge you are ...wonderful presentation of concept....keep doing it sir ...blessings of retail investor

[@maheshdewani547]

Sir I don't like averaging myself. Please make a video on averaging ,how investors could be trapped into. Thank you

[@shriram0719]

Sir ji ek number real analysis truth of market..

[@milinda707]

Superb, video on AUM. Sir, one request, start a series of well-known Fund Managers of US or UK. Who are consistent in top 5 ranking. So that will come to know the world's top fund managers. Thank you. 👍👍

[@bmtheequitydesk]

That’s planned as well.

[@satyayadav2229]

सिधी बात नो बकवास! शानदार!! धन्यवाद!

[@rajaninagare5150]

Very valuable information! Thanks for explaining it so well!

[@ManishKumar-vw7jz]

Indirectly...PMS.. COMPANY RELAXO

[@bhaskardeb8195]

Thank you so much Basant ji for starting this video series and benifitting us with your wealth of wisdom and decades of experience. Absolutely priceless.🙏🙏

[@ashimmurmu10]

Haddi analogy was superb

[@emgncvindia5469]

Superb lessons in laymen lauange hearing you from last so many years rare humbel person in market

[@Zalzala07]

Guru dronacharya sir🙏, g asey hi humey gyan detey rhey

[@sheben8532]

Very important lesson to be learned here.

[@laxmareddy4347]

Basant ji. Great insights with your sweet voice and lots of wisdom thoughts to retailers. High regards. We look forward to your series of experiences.

[@bmtheequitydesk]

Very soon

[@KundanKumar-kk2wk]

Basant sahab Anand aa gya Dil say dhanyabad ase hi video bnye sir 💕

[@PankajKumar-6369]

Peter lynch said the money you can make from stocks in long term will always beat mutual fund or bond

[@manusingh1623]

Sir great knowledge given on mutual funds behavior

[@shivamkabra6104]

sir kamal knowledge hai aapki!! TYSM 🙌🙌

[@GaganArora090]

Basant sir..... thanks for giving us this kind of knowledge....thank you

[@robinthomas5080]

Complex concepts explained with such ease.

[@siddarthmohta8504]

Very practical and well pointed.

[@---bk2hj]

Excellent Thanks Again Take Care RADHE RADHE JAI JAI RADHE

[@manvirarora8139]

Sir, really relatable …. One thing i wanna ask sir … being a full time investor … sara din kya kya krna hotta hai ? As you mentioned in this video 10-3pm you were in the market but starting with initial capital and limited resources itna tym mai data hi dekhna hota hai kya sir?

[@ManojKumar-ic1iy]

Insight information, really appriciated Basant Sir. Regards Retail investors

[@saradaladdha9291]

Thank you very much sir Apke explanation bahut hi simple way mae hote hai and this helps us beginners to learn about stock market And thanks for explaining in Hindi sir ji

[@VishalSoni-zp2ub]

Mr Basant Maheshwari on KZbin... Welcome! 😊

[@panditulape3890]

Very good Presentation

[@chandrashekarv1811]

Eye opening video at the right time. Nice to listen to Basant sir 😊

[@sunnyjain2467]

So much wisdom in 15 minutes Thanks alot sir

[@1902Ven]

Very very true sir..Warren buffett said this once that “many times you will find stocks trading at 5-10 times their intrinsic value and seldom you will find them trading at very low prices relative to their value. So, you have to grab these rare opportunities” And ultimately great businesses also can not grow faster than gdp for very long time. You can hold stocks at 80,90 PE if you bought them at 10-20 PE. But u can’t buy them at 80-90 and expect 15-20% returns.

[@bmtheequitydesk]

Absolutely correct

[@samarr111]

bohot hi badhiya content ✌️ dhanyawaad sir

[@yogeshfowkar3820]

Best commentry sir salam and namaskar sir

[@himanshujain1313]

One of the best Investor in Bharat 😍😍

[@ICANDOIT705]

आदरणीय महोदय,आप का मार्गदर्शन हम जैसे छोटे निवेशकों के लिये अमूल्य है।आप से निवेदन है कि आप ज्यादा से ज्यादा हिंदी भाषा मे वीडियो बनाये,,🙏

[@bmtheequitydesk]

बिलकुल करेंगे ॥ थोड़ा plan कर के करते है ॥

[@vijaydalvi5181]

Excellent video.. Great knowledge.. please keep continue to guide retail investors 🙏🙏

[@lodhdebanjan]

Basant Sir is referring to Porinju Veliyath and Saurabh Mukherjea PMSes. They have been really underperforming

[@bmtheequitydesk]

Didn’t call out any name 😃

[@anandsinghchouhan3959]

@@bmtheequitydesk sir aap accurate name nhii lkr unke key 🔑words use kre jese sourabh marsellus, k lye hwai chplle bole ki chpple pd gyi ulti, Yhii same all funds k lye use kre, jisse idea lge ki Kya kre. Plz view on Tata power Fortish healthcare SBI card Relaxo

[@anubhavmalik2988]

@@bmtheequitydesk ha ha basant ji its so obvious. Kerala ka small stock picker

[@sanjaychiplunkar4805]

Very informative session. Thanks

[@Amantayal05]

Thanks Sir for your view . Me aapko bahut salo se tv per sunta hu. Sir koi mutual fund bata do jo sabse jyada risky ho and return bhi sabse jyada de

[@prashantsoni3714]

Thanks for video sir Great work sir Thanks for information 👍

[@Vivekkumar-jo9jn]

Marvellous way of describing sir 🙏🙏 Thanks a lots

[@samir260486]

बहुत बहुत धन्यवाद, आप one to one interview हिंदी भाषा मे देने की कोशिश कीजियेगा ।

[@bmtheequitydesk]

Bilkul

[@samir260486]

@@bmtheequitydesk आभार

[@johnkirmani8645]

Basant Sir encyclopaedia of knowledge❤ it

[@ivy0912]

Sir this is why a good thing to do is invest only the money that you don’t need for the next few years at-least! Otherwise all this will obviously hurt! The probability of not making money in the 30 years is 000.1%. But yes if the mutual fund fails then its a problem.

[@JaykishanBosamiya]

which number you consider as high AUM? is 10000 cr AUM is large? or 100000 cr? what you consider as big AUM?

[@SPM145]

@basant sir , you are adding value to my investing journey. Deeply Thanks!

[@prakashraghunathan2685]

Sir,very indepth knowledge appreciate yor wisdom.

[@abhijeetgyal]

Thanks for nice analysis, learnings and teachings! Keep up the great work! Kudos and thanks for sharing!👏👏👏👏👌👍

[@prem_j2613]

Sir aise hi Hindi video banate rahiye.... Thank you

[@Stock_Market_Analysis09]

Thank you sir for nice overview

[@sanjaykayathwal4700]

Very well explained Sir! This fact I Also observed in the market.

[@amilrahman]

9.8 m/sec square. The rate of fall accelerates with time!!!

[@wealthcreation2138]

God bless you sir for your margdarshan....

[@kamalahmad5855]

Thx for nice and timely advise. Regards

[@chetanjadhav149]

Now I understood why Buffet always says have some margin of safety

[@shubhamsaurav6394]

Same happened with PPFAS MF a year ago I still remember how much people were crazy investing in it

[@bmtheequitydesk]

Okay

[@vettechnical]

Atleast churning is low when you see quant

[@gouthaminayak5388]

Sirji namaste 🙏 pls make a detailed video on high pe stocks and the investing approach to it High PE stock 😢 while investing we scare Whether it will correct in upcoming years or adjust 🤔 Up to how many years do high PE will remian

[@bmtheequitydesk]

English video series में सब है ॥ hindi में करने का plan है ॥

[@DeepakYadav-lg2xq]

@@bmtheequitydesk Hindi ke bhi kardo sir

[@vishwanathpuhi3952]

Thank you sir for your valuable teaching.

[@bmtheequitydesk]

All the best

[@HighCAGR]

Thank you Basant Sir for continuing with the series and insightful knowledge 🙏😇

[@ishanagrawal631]

Then how to choose right mutual fund.

[@rajkumargupta389]

Thank you sir.. very nicely explained

[@niravpatel7084]

Basant Sir ..Which USA stocks you think will do better in long term ? Thanks !

[@ashishbodade5809]

Such an intellectual feast of guidance sirji 🙏🙏🙏

[@bmtheequitydesk]

Thanks

[@shaikrubeeha]

Very useful information sir thank you

[@ajitkumarjain7433]

नमस्ते जी बहुत ही सुन्दर प्रस्तुति

[@bmtheequitydesk]

धन्यवाद ॥

[@VishalSoni-zp2ub]

Sir, can you please provide your view on Index mutual funds. As with Index funds, everyone is selling dreams on KZbin like retiring early, home, foreign trip and what not! One thing for sure is, it's not easy to make money consistently sitting in one place.

[@bmtheequitydesk]

Will do

[@hemantjainHK]

Good knowledge

[@ZafarKhanatlantisimc]

Learnt something new n helpful

[@anjalg1]

Thank you for this insight. How can we get stock specific views from you?

[@jaypatel8269]

Basant sir is talking about equity intelligence backed by porinju veliyath ,,,south indian based firm

[@bmtheequitydesk]

Did I call out any name 😃

[@jaypatel8269]

@@bmtheequitydesk but sir ,,,,should everything be written on wall,,so that everyone can read it ,,,,I don't think so,,,😇,, insights from ur videos are incredible,,thank you

[@tejaspatel254]

Really appreciate you sharing your wisdom Thank you

[@vishnukant7893]

Excellent anlasys for beginners.. like me.

[@haritganatra4873]

Superb information shared

[@MrChandramurthy]

Forgetting the basic most of the funds have churn also in which they sell and go for new stocls also

[@bmtheequitydesk]

Try to understand than argue

[@surinderkumar956]

What a great video by a great person , honestly explaining each any every thing 👍

[@ankursharma9072]

Your analysis always an eye opener..

[@anantkr_trader-investor]

Thanks for Hindi video

[@onkarpatil1112]

Basant Sir Ur power of observation is truly amazing And I believe what ur saying is the ultimate truth Please make video on index funds Will thy keep growing? Should we continue to invest ?

[@bmtheequitydesk]

Will definitely do

[@VishalSoni-zp2ub]

Great topic to create a video. Does it mean the INDEX fund performs well in the long term? But then Index also under performs other stocks! Your example best suits Axis Long Term equity (these days).

[@bmtheequitydesk]

Can’t comment on individual names but there are many which will fit this theory !

[@VishalSoni-zp2ub]

It happened with Axis Long term equity but the great thing that the AMC has done with this particular MF is they have matched the fund's expense ratio to an Index fund, 0.2%.

[@moneycreator007]

बेहतर म्यूचुअल फंड सिलेक्ट करने का सबसे अच्छा तरीका क्या है??

[@knowledgeideas5738]

Index stock ka kya hoga as inflow in Index funds & ETF is increasing as they are giving more returns than Active large cap funds INDEX stocks falling is impossible?