Hello sir , very educative video, you are correct in pointing out biases while selecting particular small cap funds but taking small cap TRI as benchmark has many flaws- 1. It comprises of 250 stocks which will be having a lot of junk on their bottom prices , which fund managers have not bought or sold during the downfall. 2. Good small cap stocks will move to Mid cap index but junk midcaps will be kicked out and form part of small cap index , thus resulting in poor performance of small cap index through out . But this doesn't happen with MF as fund managers have no compulsion of selling the best performing stocks . 3. BSE small cap index is around 13k, in 2008 it was also having the same value, does it mean small caps have not given returns in 10 yrs ? It was around 11k during 2010. If you look at it , it is full of junk and penny stocks which no sane fund manager will buy. So, index doesn't give not even a close resemblance to small cap fund performance . We can compare fund category performance ( generally middle line in value research ) , which might not be a benchmark but still can do good work . This is my view .
@manveersingh58223 жыл бұрын
Great Video! I don't understand, how you have less number of subscribers .. you deserve much much more .. Truely!
@HarmanHundal013 жыл бұрын
Summary of this video: * NiftyNext50 is equivalent to Midcaps in the Indian context. You don’t need any fund other than NiftyNext50 to enter Midcaps. * You can also combine Nifty50EqualWeight and NiftyNext50 in different ratios.
@rageshgr5 жыл бұрын
Great presentation ! NN50 is an amazing index. How I wish there was a NIFTY Alpha Low Volatility Index Find.
@RaghavChawla Жыл бұрын
Now there is
@jishnu187 ай бұрын
And still shit@@RaghavChawla
@manveersingh58223 жыл бұрын
Sir, but one doubt .. actively managed funds are beating nifty or nifty next index funds hands down .. so index vs active for these funds.. what do you suggest? Example - axis mid cap.. axis small .. sbi small cap!
@yatharththaker57353 жыл бұрын
Sir you have awesome voice and I perfectly found the content which is was searching for. Thank you very much sir🙏🙏🙏
@Innvestor5 жыл бұрын
The S&P Small-Cap 600 Generated Better 5,7,10 & 15 Years Rolling Returns Compared To The S&P Mid-Cap 400 Being About The Same In Terms Of Volatility.
@rajarshidixit1244 жыл бұрын
Hi Mr. Pattu, I'm still confused about ETF and actively managed fund. I fi go with the data for "L&T Midcap Fund" it shows it has outperformed nifty midacp 100 almost everytime while the returns for Nifty next 50 doesn't look attractive. So, how can I decide to go with nifty next 50 etf when their counterparts of active funds beat them almost everytime. Please answer. Will wait for your answer
@balasubramanian-dk2my3 жыл бұрын
Sir great video , what about investing 50% in Nifty 50 index and 50% in Nifty Midcap 150 index of Nippon or Motilal Oswal ?
@pattufreefincal3 жыл бұрын
see midcap index videos
@jyotiloomba464 Жыл бұрын
is it worthy to pay subscription fees and buy small cases...if we can put more than 10 lakh...or we will increase portfolio in mutual funds only...
@stockinvesting36045 жыл бұрын
Small cap stocks are nice ways to add some spice to your portfolio @
@trainerash3935 жыл бұрын
Very informative sir , i am young investor so I would like to have a midcap allocation with 70 - 30 ratio of NN50 and N50 , should I add an aggressive hybrid to this equity portfolio to have some sort of balance or just these two are enough for long term ?
@pattufreefincal5 жыл бұрын
What kind of balance would it provide?
@trainerash3935 жыл бұрын
@@pattufreefincal as 70:30 ratio would more volatile , I think aggressive hybrid would help in stabilizing portfolio ,please correct me if I'm wrong
@oppai_seeker6329 Жыл бұрын
@@trainerash393why not just reduce the allocation to nifty next 50 then😂😂 or why not add 30-40% in debt fund or based on whatever your risk appetite is, there are numerous way to reduce volatility which will give u more control and u are going towards hybrid funds😅😅
@sharadvenkataraman82115 жыл бұрын
Very informative. I was wondering about the small cap index. The best performers of this index will move out of the index (on basis of increasing market share) and the laggards of the midcap index will enter this index (due to stagnation or decline of market share). Can this be a reason for its under-performance?
@pattufreefincal5 жыл бұрын
Thank you. Laggards will be demoted. Small caps that have done well will enter the midcap index. Of course, it is not so simple though!
@santunubhaduri53535 жыл бұрын
Thank u pattu sir...really a great explaination...now what should i do with the actively managed funds..shall i switch those to nifty index funds like N50&NN50?Kindly suggest.
@pattufreefincal5 жыл бұрын
Pl see freefincal.com/shift-active-mutual-funds-index-funds/
@nihalyn5 жыл бұрын
I don't think there is anyone out there investing in fully in cnx midcap or bse small cap index , they have duds like kwality , reliance which no active fund manager will ever come close to. If one wants to compare small cap vs mid cap vs large cap might be better to pick a bunch of active funds of different fund houses and then do comparison.
@pattufreefincal5 жыл бұрын
very easy and very wrong to do that as it will be subject to survivorship bias
@AkshayKumar-gl9qn5 жыл бұрын
Thanks for the wonderful analysis once again sir. I think there is a minor glitch as rolling return years above and the time period shown in the graph do not match..
@saurabhkumartripathi2525 жыл бұрын
Sir pljjj suggest some nifty next 50 funds to pick.
@RahulYadav-tj3vr5 жыл бұрын
Too good!! Thanks a ton for working out the numbers and sharing it across for the benefit of all.
@pattufreefincal5 жыл бұрын
Thank you
@wcky6522 жыл бұрын
@@pattufreefincal ⁰⁰000⁰0⁰0⁰⁰⁰⁰⁰⁰00000⁰⁰
@rajdeeptiwari13545 жыл бұрын
Sir, what I do of my past investments in actively managed funds ? Please suggest me.🙏
@pattufreefincal5 жыл бұрын
Please the next video
@RobinJesba2 жыл бұрын
It would be better if we have an updated video of this please
@sudiptapatel44093 жыл бұрын
That's a new perspective. But how to buy SNP 400 index in India when one only invests in mutual funds.
@vvgandhi19782 жыл бұрын
Are you still on your conclusion about N50 30 + NN50 70 blend is you need only
@princegoyal43235 жыл бұрын
You are simply great and honest. 🤗
@livingstonmech42505 ай бұрын
How you get this values chart ...can you share the lonk
@arunranganath17522 жыл бұрын
Can you please update this video as of Sept 2022?
@AAMIRSUHAILSHAIK3 жыл бұрын
Nifty 100 and nifty n50 for large mid fund please answer
@santhureddy30015 жыл бұрын
already invested next 50 past 1 year ,,sir u cleared all my doubts tq uuuu
@adiyabhandari46655 жыл бұрын
Which fund?
@adiyabhandari46654 жыл бұрын
@riyas m h thanks
@adiyabhandari46654 жыл бұрын
What is the difference between Focus & Multicap fund ? FOCUS fund is better ?
@adiyabhandari46654 жыл бұрын
@riyas m h Thanks; R u in Twitter; please ad me
@adiyabhandari46654 жыл бұрын
@riyas m h only KZbin?
@veerasangayyamathapati19705 жыл бұрын
Sir please suggest A model portfolio allocation Large,mid,small.?
@pattufreefincal5 жыл бұрын
See todays video (to be posted soon)
@tejasdoshim5 жыл бұрын
Thank you sir Index investing is the future
@pattufreefincal5 жыл бұрын
Thank you
@allcoolnamestaken75993 жыл бұрын
Man... This guy is pretty good
@jaikrishna7414 жыл бұрын
Please make video of small cap convert to mid cap & mid cap coverted to large cap... Hit the like button of this comment if you also want this video...
@PrasadSignor5 жыл бұрын
Thanks for the session. It was really helpful and easy to follow.
@monkeyfriends134 жыл бұрын
Ten years is not enough for Small Caps to develop. Most people don't consider 10 years "long term." Good though process but this video will mislead people who overlooked the graph only showing a 10 year period.
@ddnith5 жыл бұрын
As per your analysis, Nifty 100 equal weight seems a very good option, but you seem not to recommend funds due to AMCs. What problems might occur if I go with equal weight funds of Principal or Sundaram?
@pattufreefincal5 жыл бұрын
There is no problem. You can choose them but if the AUM does not increase the fund may close and amc will return your money at current NAV
@velannageshwaran3 жыл бұрын
Simple and classic sir
@amitarora59835 жыл бұрын
May be pattu sir : u can blend value investment strategy with this index 50:50. Rgds
@karanamsrinivas41395 жыл бұрын
Excellent presentation
@wilfredwiz4 жыл бұрын
In the charts there is number 2156 what is that sir
@moirangthemvishalsingh5 жыл бұрын
Can you do one on sectoral funds..how can i learn about it to invest confidently..review of TATA digital India funds
@pattufreefincal5 жыл бұрын
You do not need them. See no point in talking about sectoral funds
@rajdeeptiwari13545 жыл бұрын
Sir, thanks for your kind information & I like your concept 🙏
@pattufreefincal5 жыл бұрын
thank you
@HellsAngel007 Жыл бұрын
Thank you sir.
@pinakiroy90645 жыл бұрын
Thank you sir...can we have the reveiw of the quantum fund of fund in one of your next video
@rahulnani075 жыл бұрын
Thank you sir.. you just saved me a ton of money
@pattufreefincal5 жыл бұрын
Thank you
@sahiriaralam85772 ай бұрын
Small cap managed funds are better
@bubaibhattacharya86155 жыл бұрын
Sir, what is about multi cap ...
@pattufreefincal5 жыл бұрын
You do not need them
@sarthakmohapatra37385 жыл бұрын
Good vlog Bichu sir
@kaveshram5 жыл бұрын
superb sir innovative study
@pattufreefincal5 жыл бұрын
Thank you
@devathirajan9445 жыл бұрын
Very Nice sir..... Very informative....
@tarunfirestoned5 жыл бұрын
Very informative
@daydreamer74324 жыл бұрын
great video !
@Tejas.325 жыл бұрын
Fantastic information You are awesome sir
@Tejas.325 жыл бұрын
Sir could you please explain some value investing stocks
@Tejas.325 жыл бұрын
With your advice I take nifty blend for my child For me nifty next 50
@pattufreefincal5 жыл бұрын
@@Tejas.32 Thank you. I do not know why you are investing so cannot comment. Please search freefincal.com for stocks analysis tools
@abullaisnalband77175 жыл бұрын
Grt Insight sir
@pattufreefincal5 жыл бұрын
Thank you
@ayushmannlive82845 жыл бұрын
Are you from Karnataka?
@pattufreefincal5 жыл бұрын
Chennai
@ayushmannlive82845 жыл бұрын
Just missed the bullseye 😂
@subhadeep0435 жыл бұрын
Sir what should i do for tax saving. How is hdfc elss.plz tell
@pattufreefincal5 жыл бұрын
I cannot comment on individual choices. I have a list of handpicked funds. Use that for elss or any other need