ETF vs Index Funds vs Mutual Funds - Which is best?

ETF vs Index Funds vs Mutual Funds - which one to invest in? Mutual Funds, ETFs and Index Funds are all considered good long term investments. But which one of them is better in which situation? In this video, we talk about the differences between ETF vs Mutual Funds vs Index Funds, and discuss in length about active and passive investing.
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Time Stamps
00:00 - Intro
01:03 - What are Active Mutual Funds?
01:58 - What are Passive Mutual Funds?
06:11 - ETF vs Mutual Funds vs Index Funds
10:57 - Past and Future Trends
12:46 - Which investment to choose?
About the Video
Many investors get confused as to which investment they should go for amongst ETFs, Index Funds and Mutual Funds. ETFs and Index Mutual Funds are both passive funds, whereas mutual funds are active funds. There are various pros and cons to active and passive investing, and we’ll discuss the similarities and differences between the two. ETF investing and Index Fund investing have been gradually increasing since the past few years, as more and more investors are flocking towards them instead of traditional active mutual funds.
We will talk in great detail about ETF vs Mutual Funds vs Index Funds, and cover differences on points like expense ratio, fund management, liquidity, efforts required, etc. ETFs and Index Funds are similar on many grounds, but have some key differences as well - as discussed in the video. Along with this, we’ll also look at past and future trends of ETF investing and index fund investing in both India and the USA. At last, we will see which investment alternative amongst ETF, Index Funds, and Mutual Funds is the best, and why investors should go for a particular investment.
In this video, we’ll cover the following concepts and questions:
1. ETF vs Index Fund.
2. ETF vs Mutual Funds.
3. Index Funds vs Mutual Funds
4. What are active mutual funds?
5. What are passive mutual funds?
6. Why to invest in ETFs?
7. ETF kya hai?
8. Index fund kya hai?
9. Index Fund me invest kaise kare?
10. Mutual Fund kya hai?
11. Why invest in passive funds?
12. Expense Ratio of investments.
13. How to do mutual funds investment?
14. Index Funds vs Mutual Funds.
15. Mutual Funds vs ETF.
16. ETF vs Mutual Funds vs Index Funds.
17. Past and Future Trends of passive investing in India and USA.
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#ETF #IndexFunds #MutualFunds

[@AssetYogi]

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[@bharatkumarpandey4139]

Sir ap bilkul tassalli se btate h isliye achhe se samajh me ata h DHANYAVAD sir🙏

[@manishbhardwaz7903]

Great video & knowledge as always.. Thanks a lot for keeping such a topic sweet ,simple n crisp

[@kimberlyweidner6105]

Productivity is never by mishap, I had a large portfolio of $316k invested in stocks left to me by my late father. I hired a licensed Financial advisor, Lisa Michelle Pacillas to handle it for me 2years ago and currently I have my portfolio diversified properly and grown to $819k

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thanks for the information . I found her portfolio online and it's really impressive

[@prashant955]

Fraud😂

[@sangeeta963]

😂p

[@MrBharathirajesh]

Excellent sir Nobody is as clear as you You are the best when it comes to explaining

[@AssetYogi]

Keep learning

[@swaminathanb1631]

Really amazing. The information has been put up in best possible way.

[@PierceJordan]

Excellent overview. Very important to understand the differences between these three types of funds!

[@AssetYogi]

Thanks

[@MrPankaj707]

U understood hindi?

[@tusharpatil9400]

@@MrPankaj707 There are subtitles

[@kartikeyaR]

ETFs are there for indexes as well. SETFNIF50 - Nifty 50 tracking ETF managed by SBI AUM: The total market value of funds managed by the Asset Management Company ₹ 1,29,008.64cr Expense Ratio : The operating and administrative costs of running the fund measured as the percentage of fund assets: 0.07% Category Exp Ratio: Average of the operating and administrative costs of running ETFs of the same sector measured as the percentage of fund assets 0.24% Tracking Error The difference between the performance of the security and the benchmark index that it tracks: 0.03%

[@kartikeyaR]

okay fake Asset Yogi I definitely will lol

[@fitnessfreak984]

This is Very Valuable and Informative Video 🤩 Clarity ho gyi.. Bhai Please make regular videos 😊 Aapke videos bahot help milti hai.. No Words Speechless 👍🔥

[@AssetYogi]

Thanks

[@ketanborse8632]

I really want these topic to be video on ... 🙌🏼 Thank you sir appreciated ☺️🙏🏼🙏🏼🙏🏼keep educating us

[@AssetYogi]

Most welcome 😊

[@themi92]

Sir do you have any course to learn the stock market...I have been watching your videos n invested also and I have earned also some amount...but I need to know everything in organising manner now it's like I know but it's all mixed n hving lots of confusion..

[@abirghosh5903]

Thanks for this amazing video. Need A informative video about ITC. Should I invest?

[@navinkumar4273]

Wether Mutual Fund, Index Fund and ETF pass the dividends paid by companies to the investors...?

[@raxy77]

One person who always brings unique content with great clarity. Thank you Mukul!

[@AssetYogi]

My pleasure

[@abhishalsharma1628]

Amazing explanation sir. I'm a beginner at 19yr age and I'm getting a lot of knowledge from ur meritorious explanation 😊❤

[@siddhsharma1697]

Mukul Ji what is 12 percent club

[@ayan3290]

You are on the right track I only wish I started investing since your age.👌👌👌

[@ayan3290]

@@siddhsharma1697 Your amount invested is divided into small micro loan and distributed among loan borrowers so chance of default get minimised, suppose you invest 1lacs it is divided among 20 individuals at 5000 each and chance of default is minimised.

[@FaizanAhmed-rz7fy]

Sit 1 video PLZZ 12% club

[@vaibhav668]

​@@ayan3290I am also 19 and i am confused should I start sip of UTI nifty50 index fund or not(for 10 years), and if yes than is groww app reliable option, if you could give your advice I would be thankful :)

[@mridul7117]

When I created my 1st demat account,I purchased one cpse etf for 32 rs out of curiosity and saw it today after 1-2 years and was shocked to see it gave 164% returns till now 😮 I don't understand though, as etf is based on index and even index didn't grow at this rate 😮

[@finchow4735]

Mukul sir, excellent video. What is the impact of nifty rebalancing on etf as you said aum doesn't change? Who manages the exit and entry of the rebalancing?

[@prashantsaboo4142]

Excellent video. It's very necessary to get the basics and concepts clear of new financial products which helps investors in taking prudent decision. I follow you and share videos. Thanks a lot for doing commendable work.

[@AssetYogi]

Glad it was helpful!

[@RajkumarSharma-nq9fc]

Yours truly🙏🙏🙏🙏 Thanks for your valuable information and support

[@krishnarajyadav3953]

Subscribed due to your simple and pure way of explanation

[@AssetYogi]

Thank you!

[@knsaint]

Liquidity of ETF is flexible as liquidity can be creat and redeem according to demand

[@RajKushwaha_6]

Thanks for your valuable information 👍 I know this video is not promoted , so you suggest few examples of Index funds and ETFs where we can invest 🙏

[@debduttbhattachargee1814]

Please make a video on Best short term investments. And also on long term how to invest a lumpsum investment.

[@ravindravyas1066]

Yes! Much needed information with comparison. Thank you Mukul ji

[@AssetYogi]

My pleasure

[@tamalpal6368]

Waiting for this topic to be discussed.

[@vijaypimparkar9954]

Thank you Sir... Where can we see ETF's portfolio.

[@ramraoshinde9279]

Hello Mukul Sir...Very crisp and informative video for no voice user like me. Thanks for creating it.

[@tapankumarbehera8772]

Knowledgeable Video

[@anuppaul6122]

😅

[@tinzinsaha8138]

Hi, Please share taxation angle when buying from secondary market. for example. if we buy an SGB which is maturing in 2 years. As per understanding, it should be 0% capital gains tax as am holding till maturity (8 years of the bond). However my actual holding period is 2 years (less than 36 months so will it trigger short term tax).

[@soumyadiptamitra9471]

Thanks Mukulji for imparting invaluable knowledge to make us financially literate.Appreciate your efforts

[@dharmeshvasoya9774]

Sirji, In ETF, AUM increases/decreases but number of units allotted at the time of NFO remains static.

[@AssetYogi]

It's my pleasure

[@dheeryadav6022]

@@dharmeshvasoya9774 ll

[@dheeryadav6022]

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[@patelsavan7510]

@@dharmeshvasoya9774 No.of units can be increased if more then 50000 units demand by large player like EPFO plz check history of SBI etf

[@user-cf3dt5oj7u]

Thank you sir , very good explanation . Everyone can understand

[@Dilbari1]

You made everything easy for us. Stay blessed always.

[@AssetYogi]

Thanks a lot

[@abravo818]

नमस्ते सर, बहुत बहुत धन्यवाद, बारिकी से समझाने के लिए

[@AssetYogi]

Keep learning :)

[@jglaxman6107]

Excellent sir. Smartly conclusion

[@aartivarma1088]

Thanks so much Sir for very knowledgeable information share with us 🙏

[@AssetYogi]

Thanks and welcome

[@Abhiji91]

Very Very Very thank you for combining all three investing strategies 🤗😐🤔😀😃🙂

[@AssetYogi]

All the best

[@abhishekbarthwal5991]

Best way of Explanation 😊

[@junopraveen]

Mukul, Definitely came to know new things, Thanks

[@AssetYogi]

My pleasure

[@tellyandcineworld]

You Deserve even More subscribers 😊😅 Your knowledge is commendable 👍

[@Ankit-hs3mu]

Great 😃 nowlage a videos Thnkuuu sir ji iss video ke liye

[@rosspatil]

Thanks, Mukulji, It would be really nice if you make a video on 'When to exit from stock?'

[@AssetYogi]

Watch this master investor series: kzbin.info/www/bejne/aIa2eIarhcpribM

[@HakimKhan-ju8hx]

जो

[@britesmilesdental]

Very well explained in simple language

[@sarthakmehta5312]

Dear Mukul ji.. Awesome knowledge share.. Tremendous effort put in...keep it up 👆

[@AssetYogi]

Thanks Sarthak

[@kattarhindukunal]

Ok

[@ajayraval5130]

Nice comparision for ETF and index fund .

[@AssetYogi]

Thanks for liking

[@youankan]

Nice info sir..you said in your other and this ado that if AUM hits 500 cr as per NFO..etf can't grow..but lets say for niftybeEs how AUM is increasing! and for long term (15-20 yrs) is it still better than its underlying index fund..please make a comparison video between "NiftyBeEs and UTI Nifty 50 Index Fund" with current data, if possible..Thank you

[@sahajgupta5225]

for nifty bees AUM is not increasing actually the traded price is increasing!

[@ketanchavan08]

Very nicely explained thanks

[@mithileshkumar35]

Thanks sir...awesome information ❤

[@babulalchauhan8624]

what about dividend distribution in ETF v/s mutual funds

[@AmitKumar42]

Sir, kindly make a video on Total Expense Ratio (TER), which can be upto 1.29% for index fund and 2.29% for other mutual funds, which is given in SID of mutual funds. Is that applicable in ETFs also? And in SID it is mentioned that it can be maximum upto that point, but in reality it is less than that. Which companies try to charge less and which companies try to reach to that maximum limit point. Please explain through comparison video.

[@onlysifar9326]

In etf expense ratio is very low as told in video also around 1/100= .01 % mutual fund me agar 100rs lagega to ya matra 1 rs......100 Guna kam

[@mangalyedage7692]

Excellent analysis. 🙏🙏🙏

[@AssetYogi]

Thanks Mangal :)

[@nareshkumarsah9318]

Thanks for valuable information 😊

[@AssetYogi]

Keep watching

[@indudharbaurai880]

Excellent video Mukul ji 🙏

[@AssetYogi]

Thanks Indudhar

[@Dharmendraspal]

Very Very thanks for giving information sir..

[@AssetYogi]

Most welcome

[@RohitSingh-jn8kw]

but it is said, that cumulative profit is always seen in index funds more... i am just learning... add any inputs if u guys have...

[@saketgupta1250]

Hey sir, mujhe mutual fund me invest krna start krna h. I have a small doubt. Is it advisable to invest in mutual fund through demat account or without demat account or directlythroughamc website? If without demat account then which online software like zerotha, groww,upstox will be best for only mutual funds investing?

[@sankarand9728]

good clarifcation on funds...thanks..

[@AssetYogi]

Most welcome!

[@dilipgangwani21]

Nicely explained 👍 THANKS SIR

[@AssetYogi]

Most welcome

[@tst511]

Do you recommend Websites where we can compare mutual fund, Index fund or etf ?

[@frnd4741]

Very informative bro, ,You have Earned another Subscriber, Thank you very much..🙏

[@AssetYogi]

Thanks for subscribing

[@shantanusapru]

Interesting & informative video!

[@AssetYogi]

Glad you enjoyed it

[@ASHOKSHARMA-we1xx]

Thank bro....bhaiya kya small case ka all wheather etf kaisa 10 %return hai.......better than fd?????

[@proudincredibleindian]

very detailed information ℹ️ Thank you sir 🙏😊🇮🇳

[@AssetYogi]

Thanks.

[@rabiminz2166]

Thank You So Much Sir..

[@AssetYogi]

Most welcome

[@musicmyzen9691]

Sir need your advise. I have around 2000 units of Kotak flexicap regular MF as I was ill advised to buy regular in stead of growth. My question is will it make a difference if I redeem the current regular MF and buy the same Kotak flexi Growth fund. Looking forward for your advise sir Thank you

[@walidhiraj]

Very well explained like always

[@AssetYogi]

Thanks

[@ankitKumar-mw5lz]

Bahut sundar sir well explained

[@AkshayKumar-ep5qd]

Made it Tony, Feeling good.🤗

[@gauravmohan8299]

Very informative video. Like always..

[@AssetYogi]

Glad you think so!

[@vikrant5086]

Very good explanation 🎉

[@Radhe-Radhe54]

Sir, Thank you 🙏

[@atishkamble340]

Sir great video🎥 / Thank you / have just one question / How to invest in etf and can you please share the steps? / Thnks once again

[@AssetYogi]

Watch this video: kzbin.info/www/bejne/jJbYfpydZ65-i9k

[@mohammedsaidlove]

Etf is available in stock market

[@RAHULTALKS.]

ETF me stock rebalancing hota hai kya ?

[@cheesekrafttinternational5359]

Nice to watch ur informative video Can u advise on ETF swing trading You advise or not Thx

[@pankajkmahawar]

Thank u sir it's very helpful

[@AssetYogi]

Most welcome

[@acqacqurian7148]

Pls make a video on diversification of stock portfolio among different sectors..how many sectors we could have

[@bharatkumarpandey4139]

Sir apka bahut bahut DHANYAVAD 🙏

[@AssetYogi]

Thanks Bharat.

[@achintyapandey6281]

Thank you Sir.

[@AssetYogi]

You are most welcome

[@pawanpb08]

Thanks for information sir ji 🙏☺️

[@AssetYogi]

Welcome

[@vijaybahadur241]

Thank you sir

[@danishsiddiqui6899]

Sir can you suggest some index funds for nifty 50? I was considering SBI index funds.

[@sitapant8774]

Please also make a video on nifty Bees v/s nifty index fund

[@maheshdaware-swamicomputer6955]

Informative video....good comparison...

[@AssetYogi]

Thank you 🙂

[@babulalchauhan8624]

In mutual funds dividend either distributed or gets inflated into NAV but how that can happen with ETF is not clear to me. Pls clarify on this

[@Rahul-24]

Very well explained Sir 🙏

[@AssetYogi]

Keep watching

[@Rahul-24]

@@AssetYogi I am watching your video from long time sir 🙏

[@surajghagare1667]

Very nice explanation... 👌🙏❤😇

[@AssetYogi]

Thanks a lot 😊

[@santoshlaxmeshwar9372]

Best comparison video.

[@AssetYogi]

Thanks! 👍

[@abdheshkumarchoudhary283]

Thanks.

[@AssetYogi]

You're welcome

[@dilipgangwani21]

SIR ANY EFFECTS ON INVESTMENT IN INDEX FUND'S OF COMPUNDIMG AND IN ETF COMPUNDIMG IS WORKING OR NOT LIKE DIVIDENDS AND BONUS ETC

[@subhajitroy5758]

Sir ek chiz janna tha ki index fund ki sip mai sip amount decrease kar sakta hu kya jese increase kar sakta hu?

[@bandhansahu1176]

Very informative video 👍🏻👍🏻👍🏻

[@AssetYogi]

Glad you liked it

[@arvinderpalsingh9873]

Very nice ji .tks

[@AssetYogi]

Welcome

[@ABCD-xq8tb]

Ismai to sir portfolio overlap bohot hoga??? 1)SBI Small Cap(done) 2)Parag Parikh flexicap (done) 3)SBI Magnum Mid Cap 4)SBI Focused Equity/SBI BlueChip/Index . Hum ismai portfolio overlap check kiya tha,, more than 70% ho jaraha hai,, ye 4 mutual fund port folio mai rakhna thik hoga ya nehi?? Plzz bataye,,🙏🙏 Very confusing.. mai aur ek SBI ka Fund lena chahta hun,, konsa best honge???

[@gautamdas3948]

Nice informative video

[@bhimrajramteke7953]

Good advice. Thanks

[@AssetYogi]

Glad it was helpful!

[@buttifullstatus3609]

Thanks

[@AssetYogi]

Hope it's helpful :)

[@ak669900]

Thank you bhai

[@AssetYogi]

Hope it's helpful Amit :)

[@vishalwahane7907]

Sir Is it possible to do lumpsum amount invest in small case..

[@zmzabuawala]

How does ETF Expense Ratio is calculated & deducted, please explain?

[@RED_SPARROW369]

Thank yo so much sir for information. But sir please creat a video about NASDAQ 100 index fund and how to start our SIP in US index.

[@healthfitnesszone7586]

Pl. make comparative videos of ETF & INDEx ......

[@surendrachoudhary6607]

Sir please bateye Etf vs stocks kon sa achchha hai

[@rajivyajnik9911]

Very good sir ji.

[@kirtin.4777]

Hello sir request please advise about Otcei exchange and it's stocks etc thanks