I've just begin to learn about investment, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stock would you choose for better returns?
@KeelySoucy12 күн бұрын
I believe a solid portfolio should include three key components: ETFs for diversification, dividend stocks for steady cash flow, and top tech stocks. Given your budget, it’s a smart move to consult a fiduciary advisor for professional guidance
@RicardoBell-z5t12 күн бұрын
Hey, I'm trying to find a certified one to boost my investments/portfolio. Can I get a recommendation from you, since you know about this stuff?
@KeelySoucy12 күн бұрын
My financial adviser is Gabriel Alberto William, he is not just a broker, he is a financial adviser that gives advice on any financial matters
@RicardoBell-z5t12 күн бұрын
I just googled the name and I'm really impressed with his credentials; I just sent him an email since I need all the assistance I can get
@abhaykumartripathi267512 күн бұрын
Any reason not covering motilal oswal multicap fund
@vrajvaradraj391911 күн бұрын
mo multicap fund was launched in may 2024, its less than 1 year old and AUM is below 5000cr
@Razrman12 күн бұрын
3:49 But Auto rebalancing can be better in flexi cap where there is no compulsion to buy a particular cap.
@jishnu1811 күн бұрын
They just stick with large caps when aum increases. That's why sebi bought multicap
@Razrman11 күн бұрын
@@jishnu18 Oh, didn't know that. Thanks
@manayghosh92838 күн бұрын
Often it is said that don't invest money by measuring past return of any mutual fund,but we always analyse fund's past performance. How is it relevant and what should be our approach when investing money in any fund..?? Plz answer sir..🙂
@bharatbarhate273912 күн бұрын
Another top class analysis from Team Yadnya. Just keep it up!!!
@karnikshrivastava82318 күн бұрын
Excellent stuff Yadnya . Pls do similar analysis for other categories also like multi asset, momentum,quant and flexi caps. Thanks ❤
@jagannathpoojary920011 күн бұрын
Very good video to understand mutual fund
@baaalaa4 күн бұрын
Hello,Nice one, Thanks for sharing this data. Quick question about the stock allocation within the funds 1)can the fund house adjust the allocation with the existing stocks or they have the ability to change the stock itself. For example in Quant active fund there is more weightage on Reliance & Adani stocks, in this case fund houses can just change the allocation from 9% to 5% or completely they can get rid of reliance if they have to ? 2)Does the fund house have any restrictions on stocks change during the given point of time? 3) Does a fund house have the power to add or remove the stocks at any point of time? Thanks 👍
@ej_whistleblower9 күн бұрын
Multicap finds performed well in last few years that’s why you are recommending it now. Earlier you used to say that invest in flexicap fumds rather than multicap
@User1976valid9 күн бұрын
@@ej_whistleblower 😀
@chetan767811 күн бұрын
Make video on elss fund
@KrishnaKumar-wd2fw12 күн бұрын
Quality content sir Thank you so much
@shrikantkulkarni679312 күн бұрын
Good morning Sir...do you have analysis on the same line for Mid/ flexi/large&mid cap funds..pl share link. Thanks
@khimeshpatel29138 күн бұрын
Konsa fund me investment karu
@pradippandey917211 күн бұрын
Wonderful video
@gouthampai505512 күн бұрын
Thank you gaurav sir
@sd847711 күн бұрын
Sir, I am surprised, why Invesco multi cap is not included
@MrVskhalsa12 күн бұрын
Thankyou sirji
@ManishSharma-yt3hh12 күн бұрын
❤ comparison
@onkarsinghbains257312 күн бұрын
Thank you sir
@RAYFORDTavarez9 күн бұрын
Adaxum’s focus on real-world solutions sets it apart. Secured my position during the presale.
@Sp6064910 күн бұрын
Please provide a similar detailed comparison of Reits and INVits
@sanjeevagarwal63210 күн бұрын
Thanks Sir, very good content. Can you please share your thoughts on Mirae Assets large cap fund
@saurabhjury614811 күн бұрын
Hi Gaurav, can you please make video on Large & Midcap fund category as well. This video on multicaps was very useful.
@rakeshkumar-gi5wt8 күн бұрын
For kotak, i think it is 3.4% not 34% allocation in Oracle
@japeshthakur6405 күн бұрын
Sir, Quant seems to be a bogus claim. I can distinctly recall that even in 2005, there was no such AMC called Quant.
@jaswantsinghchauhan196512 күн бұрын
Thanks sir
@Sau.libran11 күн бұрын
What’s the difference between multicap & flexicap funds? Can someone briefly explain?
@InvestYadnya11 күн бұрын
Multicap Funds: - Mandate: Invest across market capitalizations (large, mid, and small-cap) with a *required minimum* allocation to each category (e.g., at least 25% in each). - Less Flexibility: Limited in how much they can move between market caps. Flexi-Cap Funds: - Mandate: Invest across market capitalizations (large, mid, and small-cap) with *no restrictions* on allocation. - More Flexibility: Fund manager can freely adjust the portfolio based on their market outlook. In short: - Multicap: Balanced approach, more structured allocation. - Flexi-cap: More dynamic, fund manager has more control.
@Sau.libran11 күн бұрын
@ Thank you, request you to a make a video on SIF also of you haven’t already
@adityanath328712 күн бұрын
Very informative...
@amitjain1100011 күн бұрын
this year has seen the big time downfall of Quant group funds, very high beta with very limited alpha. maybe, they need to adjust their investment style. earlier, Quant funds were at the top but now Nippon and Motilal Oswal look better with less risk and more returns. too much stock churn has not helped Quant in 2024.
@mohankumar-zh7wz12 күн бұрын
Good Information sir ji
@bansalnitin4199 күн бұрын
Compare Top 4 FlexiCaps and talk about investment strategies and fund managers.
@obaidulrahman820111 күн бұрын
Tata ethical fund view sir...
@dhirajbarman110410 күн бұрын
Pls analysis small cap fund
@pushkarerande12312 күн бұрын
When are multicap index funds going to launch?
@rahulmahajan830712 күн бұрын
Already launched months before - HDFC Nifty 500 Multicap 50:25:25 Index fund, Mirae Nifty 500 Multicap 50:25:25 Index fund
@raman568212 күн бұрын
Sir You reviewed Nifty Alpha 50 index also that is also like a Multicap fund but with factor strategy !
@chhotulalsuryawanshi528312 күн бұрын
दो मल्टीकँफ फंड मे निवेश कर सकता हुँ क्या लाँग टर्म के लिए? धन्यवाद सर🙏
@nishasingh-mo2kr12 күн бұрын
SBI direct TER is 0.87% ,not 0.67%
@brijeshshah582410 күн бұрын
Hello Gaurav Sir..This video provided good information for Multicap category..Kindly make similar video for Large & Midcap MF category..Thanks in advance
@RahulDutta92711 күн бұрын
The benchmark should be "Nifty500 Multicap 50:25:25"
@jaswantsinghchauhan196512 күн бұрын
Plz sir make videos small cap fund
@Sau.libran11 күн бұрын
HDFC multimap fund has 221 stocks; truly a multi cap…
@sumitthaper316412 күн бұрын
Nice
@amitjain1100011 күн бұрын
nippon is clearly the best, highest alpha at lowest beta.
@abhishekmishra849912 күн бұрын
Gaurav sir, I have started SIP of Rs 10000/- in edelweiss multicap from january 2025. As it is new fund in this category I am bit confused