The ultimate secret of top-performing funds | How to pick winning funds for the long term

[@ronny3060]

Amazing analysis once again by the ET money team. Thanks Rajat for making these videos, really helps in decision making

[@ETMONEY]

Nothing pleases us more than knowing that our content proved useful to our viewers. Do take out time to share it with your near and dear ones as well.

[@tarunkhandelwal7051]

Amazing analysis , keep going like this . Ignore the people who are not able to understand the value of this content.

[@jayadevtn1987]

Very useful video.. never thought in this angle..thank you . I was in a decision point about one of my midcap funds ..this information is really useful..

[@ETMONEY]

Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.

[@arunkiwi]

My 6 year XIRR from PPFAS is 24% even after 10% fall in Nifty. This is amazing. 30% of my MF portfolio is in PPFAS.

[@takrian]

Amazing

[@dr.riteshchhabra3611]

Thats why it is my favourite. the fund with best downside protection !

[@subham26]

I have invested with quant

[@tardepralhad]

How's the rest 70% is divided?

[@nitishmishra82]

Very Nice topic sir

[@taruntiwari1465]

Amazing analysis 👍

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@ankitshah2269]

Good one...thanks for sharing

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@roll249debjyotisabui7]

Sir please do a vedio on large cap mid cap separate or large & midcap one fund , what should we take?

[@ETMONEY]

When you buy separate large-cap and mid-cap funds, you can choose the allocation as per your requirements. The large & mid-cap category of funds is mandated to invest at least 35% each in large caps and mid caps. So, in a large & mid-cap fund, your exposure is as per this mandate and the fund manager's choice.

[@krunal_94]

How to find this data point that you showed? Please suggest.

[@subhas5299]

Please make such video for aggressive hybrid funds and balanced advantage fund

[@ETMONEY]

Thanks for your suggestion. Will share it with the team.

[@ajinkyadhotre3502]

Just curious why didn't you consider quant funds while comparing?

[@ETMONEY]

Quant funds didn't appear in any of the lists, possibly because of their lower downside protection ratio

[@gayathrilakshmi6087]

Informative video once again..but it would be good if you have included ..how to find the metrics of downside protection...how to measure it

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family. We devised this methodology and crunched the data to make the point that containing the downside really matters in investing. It's even more important than participating in the upside. So, this data is probably not available online. But you can check volatility and risk metrics like standard deviation, Sharpe ratio, Sortino ratio, max fall against the benchmark, etc.

[@mounamithra]

Very interesting & informative, thank you very much, keep doing such good work

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@philipsamuel6634]

So we should not be investing in momentum funds since they tend to fall more?

[@subham26]

But in the long term it has the potential to outperform all other funds

[@sahilmakwana9070]

Guide me for to find the best momentum indices of nse.

[@backupaccount8156]

Tata iirc has a midcap 150 momentum 50 or something, don't know if it's good.. Invest at your own risk.

[@bshakmr4783]

Nifty200 momentum 50

[@takrian]

Nifty 200 momentum 30

[@ETMONEY]

Please check this video: kzbin.info/www/bejne/pH2QfaCbmJKej6c

[@Rahulchatto]

Please make a similar review of Motilal Oswal midcap and large & midcap funds

[@ETMONEY]

Please check this playlist for fund-related videos: kzbin.info/aero/PLeKo6nJG1Qj3OaSs_XvvTXkINqaHz2qcZ

[@PradeepGupta-uz5yn]

Please compare Parag Parikh flexi cap and HDFC flexi cap fund

[@ETMONEY]

Thanks for your suggestion. Will share it with the team.

[@sriramgopalakrishnan1083]

Commendable research inputs and a great long term vision view❤please make a video and guide us whether to take large mid cap 250 index fund or active large mid cap fund

[@lordrdx666]

Thanks for the great video. Can you do an ELSS video on this topic also?

[@Krishnaaa24]

Talk about Adani Port Stocks should we buy or not give clarity

[@poojithas2548]

Very good analysis sir🙏 From where one can find these upside & down side values for a fund?

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family. We devised this methodology and crunched the data to make the point that containing the downside really matters in investing. We have a Fund Report Card available on the app for every fund in India. It evaluates funds on two parameters - performance and downside protection using the rolling returns and then gives them a rating on these two parameters and an overall ET Money rank. So you can use that to make an informed decision. Alternatively, you can use ET Money Genius, which we have built with the same philosophy. You get high-end investment advice that is personalised to you.

[@samratsk8267]

I too want to do analysis by myself so where can we find all these data on which platform so that we can decide on which to invest....so plz tell the platform where we can get every data

[@vinit33pratap]

What if we choose the index funds itself if we don't want to rely on past performances? Will it be like averaging out the upside capture and downside protection ratio among different funds in those categories from multiple AMCs?

[@jishnu18]

the index fall here is taken at 100%. So most active funds fall less

[@sanjivsrivastava9456]

Can you please inform, how I can get data of downside and upside protection of MFs? Is there any website where we can get competitive also?

[@ETMONEY]

We devised this methodology and crunched the data to make the point that containing the downside really matters in investing. It's even more important than participating in the upside. We have a Fund Report Card available on the app for every fund in India. It evaluates funds on two parameters - performance and downside protection using the rolling returns and then gives them a rating on these two parameters and an overall ET Money rank. So you can use that to make an informed decision. Alternatively, you can use ET Money Genius, which we have built with the same philosophy. You get high-end investment advice that is personalised to you.

[@tanishqkhot]

How to find/ calculate the upside partcipation and downside protection of a mutual fund

[@ETMONEY]

We devised this methodology and crunched the data to make the point that containing the downside really matters in investing. It's even more important than participating in the upside. We have a Fund Report Card available on the app for every fund in India. It evaluates funds on two parameters - performance and downside protection using the rolling returns and then gives them a rating on these two parameters and an overall ET Money rank. So you can use that to make an informed decision. Alternatively, you can use ET Money Genius, which we have built with the same philosophy. You get high-end investment advice that is personalised to you.

[@proudofodisha7094]

Where we find these UPSIDE & DOWNSIDE data of any mutual fund ?

[@ETMONEY]

We devised this methodology and crunched the data to make the point that containing the downside really matters in investing. It's even more important than participating in the upside. So, this data is probably not available online. But you can check volatility and risk metrics like standard deviation, Sharpe ratio, Sortino ratio, max fall against the benchmark, etc.

[@varunvlogs7349]

I have redeem paragh flexi exit load is 2 per or 2 year no one tell Only telling consistency return

[@pratikjaiswal5764]

Sir, need a new video of beta factors, as recent new indices launchee. Even multi factor indices

[@ETMONEY]

Please check this playlist for relevant videos: kzbin.info/aero/PLeKo6nJG1Qj0Zn-yGyTbC7cT6u5z0GZaV

[@pratikjaiswal5764]

@ETMONEY sir, new factors are not covered in playlist.sir, to name a few 1. Edelweiss nifty multicap momentum quality 50 (my fav), 2. mirae asset midsmallcap and smallcap momentum quality 100 , 4. Icici alpha low volatility look very promising please consider. Also nifty 500 momentum 50 and midcap momentum 50.

[@Dhiraj123-]

ET Money update krne k baad portfolio reduce kyu ho gya .... Specially quant... please make a video

[@deepulim]

Your topic is about THE SECRETS OF TOP PERFORMING FUNDS. But discuss only their performance, you don’t tell the secrets. At the same time according to your video topic you are to say how to pick up winning funds and still you don’t tell. The percentage, the ratios which uncountable, we can have it by ourselves, but what we want is what are the key factor, while choosing company that you naver tell us.

[@ETMONEY]

The secret is right there: downside protection matters more than upside participation. So, while picking funds, you should prefer those that display good downside protection abilities.

[@udaypratapsingh2245]

@@ETMONEYhence you suggested to buy top performing funds on basis of at-least 3 years rolling returns. But then people suggest past returns doesn’t guarantee future returns.

[@YashvirD]

​@@udaypratapsingh2245they don't guarantee, but on what other basis will you judge and buy a fund? Therefore, even if it's not a guarantee, it's a high probability bet you are taking.

[@arkabhattacharya9083]

My Bajaj Allianz ulip has 14% return now

[@subham26]

You guys never include quant funds whereas it performs the best in its categories

[@varunvlogs7349]

Stocks selection is not good in fund

[@souravbiswas3929]

No sbi mf fund in any list 😢

[@varmabrijesh15]

No place for Quant MF why so ?

[@praveenj3618]

Front running issues

[@varmabrijesh15]

@praveenj3618 but its a temporary issue which get resolved in future

[@praveenj3618]

@@varmabrijesh15 can't write off as a temporary issue.. Dents trust on the fund house

[@nishu616]

What the he'll are these scam comments.

[@ETMONEY]

Have removed and reported them

[@Husbn62063]

Protecting downside without participating in the market 😬😬

[@paddu9034]

nothing wrong in it..investing need not be gambling

[@ETMONEY]

That's what this video shows: containing the downside is more important than participating in the upside. Of course, that's not to suggest that upside participation doesn't matter.

[@JaipalReddy10]

gala karab hai kya ?

[@sudhanshupurushottam4894]

For tracking external portfolio ETMoney is charging RS 999/+ GSt.... PATHETIC idea....