This Small Cap Investing Strategy delivers 16% Returns! Implement now on Small Cap Mutual Funds

[@shankarnath]

❤ Subscribe and share with others via whatsapp & facebook Hi, the NSE website has made some UI changes around 15.11.2022 .. The new process for extracting TRI values is: 1. Go to this URL: www.niftyindices.com/reports/historical-data 2. In the top drop-down (orange color), select "Total Returns Index Value" 3. Select Equity from next drop-down 4. Then the index you want data on 5. Then the dates 6. Click Submit The most commonly asked question of this video is with re: to having a real-time chart. I couldn't find a real-time one but have compiled the monthly chart in a Google Sheet whose link is available in the video's description. The sheet has been updated until 31.10.2022 & I'll continue updating it every month Having said this, I am certain someone with tech knowledge can figure out a way of doing daily values i.e. extract data from the NSE India webpage & populate it on a spreadsheet. But if you can't, please don't bother because the chart's utility is in identifying a medium-term trend and not for daily buys & sells. Good investing is good approximations.

[@_itstrending]

What are these 1.1, 1.2, .9 numbers....and how to calculate these numbers....

[@shankarnath]

@@_itstrending Explained in worksheet that's available in video description

[@shankarnath]

@@vinayhegde6571 Sure, will do that in due time. Having said it, it is encouraging to see some viewers having already started doing that themselves now that they have understood the process explained in the video. Would love to share some of their findings in a later video

[@ritwikhungama007]

Hi Shankar, have been following your videos since ET money days, and love the lucid explanations. Hope you find success in your freelancing career now. Since I’m in govt sector and financial year is coming to end in couple of months, it would be nice to see a video where taxes saving and other aspects are described, maybe with a google sheet

[@shankarnath]

@@ritwikhungama007 Thank you very much for your continued patronage. Honestly, I'm not decently good with taxation .. will not be comfortable much on this. I mean, presenting is fine but I also follow-up on comments etc. and I don't want to be saying/writing anything that is not accurate & verifiable. Apologies for this!

[@sriharij2139]

Great example Shankar Nath, i wish you had mixed milk and black coffee to make it taste better

[@shankarnath]

Thanks. The next video is on Coffee Can Investing with Indian stocks. Or if I can say it in indigenous terms .. it's Unfiltered Coffee! :)

[@Ramakrishnans23]

I don't know why youtube didn't show me your videos earlier, now i get to know watching all your videos at once, you are doing great service teaching, it's pleasure learning from you. Thank you. pls continue doing. Big thank you again.

[@shankarnath]

My pleasure. Glad you like my work!

[@amitojha9]

Sir! I have been watching your videos since your ET money days, believe me you are doing a great service, thanks from the bottom of my heart.🙏

[@shankarnath]

I appreciate that! Thank you Amit

[@rajeevmandirutta9616]

After retiring an year ago I had enough times to watch a lot of videos on investing & related..I MUST APPRECIATE YOU ARE PERHAPS THE MOST PROFESSIONAL EDUCATOR WITH ANY VESTED INTEREST Lots of love❤luck🍀blessings🙌

[@shankarnath]

I appreciate that! Happy to know that the video content is helping you with your continued learning and it is actiionable.

[@rajeevmandirutta9616]

@@shankarnath God bless you🙌

[@nikhilkushwaha92]

Was searching for this analysis couple of months on KZbin back but couldn't find any satisfactory results.Thank you for making this Shankar 😊. Subscribed.

[@shankarnath]

Welcome!

[@ta313]

Hi I'm new to investing. Just wanted to know if we can pause the SIP ? I was under the impression that we can't pause/hold the SIP as amount will directly deducted from my bank account. Please guide....

[@theequityinvestor]

A very few people can rammed impacts on someone's mind and thought process. You are one of them. I've been watching and following you in the ET Money videos but never knew that you have a separate channel. Subbed. Thanks yt algorithm and thanking you for all the efforts. 🙏🏽❤

[@shankarnath]

I appreciate that. Thank you Rudra.

[@0011aks]

All the best on new channel and you have been someone who explains with details and facts. A big Thank you 😊 🙏 for all the knowledge you share and impacts life of millions 🙌

[@shankarnath]

Thank you very much Akshay .. I'm happy to have played a small part in your financial journey

[@baskarchockalingam2421]

thank u sankar bro i m a practising orthopedic surgeon..however i m busy i never missed ur talk iN et money i ve stored all your videos as a reference like PPF ETC.... happy to see uback expecting more from u thank u

[@shankarnath]

Thank you for your continued patronage, Dr. Baskar. Happy to have you onboard!

[@pranjalahluwalia9115]

According to my opinon this video is the most informative on this channel

[@shankarnath]

Glad you found it informative 🙌

[@abhishekpradhan6414]

Binge watching your content. Great quality and to the point, with any drama.

[@shankarnath]

Thank you Abhishek

[@daayush6654]

Had been waiting for your videos for so long, finally you returned

[@shankarnath]

Welcome aboard!

[@gautamshriyansh]

I have been following you in your previous videos. Your data driven approach is very convincing. I have even restructured my porfolio with this. Looking gorward to more of such content. Subscribed!

[@shankarnath]

Great to hear! Thank you Shriyansh

[@testuser8953]

Thanks for catering to the audience that still likes decency in the content they consume.

[@shankarnath]

Most welcome

[@madhusudhangv4055]

Congrats on your first video, Shankar and all the best!!! -Madhusudhan

[@shankarnath]

Thank you so much 🙂

[@jehza77]

The way u make your point and explain stuff is awesome !! Way to go Shankar ..

[@shankarnath]

Thanks a ton, Jehan. I guess a visual medium does need a bit of theatrics :) but the point sticks then

[@sonunaik12]

I was missing you on et money youtube...so searched your name here and found your own channel....great.. my wishes for your channel

[@shankarnath]

Thank you so much 😊

[@goela]

Great Content... More power to you 💪

[@shankarnath]

Thank you 🙌 .. look forward to your feedback and suggestions from time to time

[@dineshchoudhary4609]

congratulations on your own channel.. just know about it through LLA.. and subscribed it without wasting time..

[@shankarnath]

Welcome aboard! And thank you for your good wishes.

[@prasadreni]

From where did you get the chart ? & how you derived 1 , 1.1 & 0.9 levels of valuation?

[@onocreators5381]

wow sir, you are finally here. Super Excited to see you growing here as well

[@shankarnath]

Day 1, Hour 1 .. but very happy to have shifted to first gear. Thanks for your contribution and support over the last few weeks

[@samb2195]

Welcome Back Shankar Gee & All the very best for new channel. As always video content is top class.. one question as small cap 250 widely spread index (considering MF investment ) better consideration should be small cap 50 for the calculation purpose?

[@shankarnath]

Thank you, Sam B. Much appreciated. You raise a good point on Small cap 250 and Small cap 50. I haven't come across any study that puts a higher or lower weight based on the number of constituents. Ergo, I went with 250 as it's what constitutes small cap within the Nifty 500. If you've come across any material on, which index would be a better consideration or the impact of number of constituents in an index, then pls do share. I am keen in knowing more on this because we have too many indices like Nifty 50, Nifty 100, Nifty Midcap 100, Midcap 50, Smallcap 50, Smallcap 100, Smallcap 250 etc. dotting the landscape

[@financialadda2018]

Shankar Sir Congratulations 🥳 & All the best, really video is very informative 👍 waiting for more videos ❤❤

[@shankarnath]

Thank you very much Jaskeerat for your kind wishes and helping me setup the studio & other tasks. Truly appreciate your help

[@amlanb1]

You rocked in your first video Shankar. ✌

[@shankarnath]

Thank you Amlan. Glad you liked it

[@80Vikram]

This is amazing idea, let me check how this mixing formula works in case of 1. Large + mid + small 2. Mid + small scenarios

[@XploreDworld]

The video is fantastic Shankar.. keep posting such videos regularly..

[@shankarnath]

Will do 👍 ... Thx for you kind appreciation

[@ashwinmanickam]

How do arrive at the y axis values of .8 to 1.2 , are you considering the mean of small cap index as 1 ? 😊

[@keerthi3086]

Wonderful presentation. I failed to notice this is not ET Money channel as I always knew you as ET Money Shankar. I remember you did a video on this topic in the ET Money channel in Dec 2020 which unfortuntely I watched only after a year. All the best with your new channel and thanks for adding your wisdom to our financial journey. Subscribed :)

[@shankarnath]

Much appreciated! And thanks for your kind wishes

[@duraisamya3068]

Very good example and well done 👍

[@shankarnath]

Thank you! 🙌

[@kitten_with_bad_breath]

I'm a newbie in investing. You have simple and entertaining way of explaining things is really good! Subbed ❤

[@shankarnath]

Welcome aboard!

[@haroonrashid-xe1be]

Sir very good work very good speech all the best for your channel will be soon monetize your video quality is so good and your editing your speech is also very good

[@shankarnath]

So nice of you. Thx a lot!

[@mineshtemkar9963]

Nice strategy & equally well explained. Both videos on your own channel are excellent. Thank you Mr. Shankar

[@shankarnath]

Thank you Minesh. Much appreciated

[@ta313]

Hi I'm new to investing. Just wanted to know if we can pause the SIP ? I was under the impression that we can't pause/hold the SIP as amount will directly deducted from my bank account. Please guide....

[@azadjain8534]

This is a great stategy. I am following similar strategy where I have SIP in Large & Mid cap funds. Once small cap looks cheaper I will change the SIP to small cap funds and also I will redeem the amount with profit upto 1 lac and put in small cap funds.

[@shankarnath]

Thanks for sharing

[@swarnakamallal8775]

Thank u for such informative video but still confused how I get the value of graph puting in vertical line means 0.3,0.8.1.1 etc

[@shankarnath]

Most welcome. Pls check out the worksheet whose link in the video's description. You'll get the answer to your question there

[@swarnakamallal8775]

@@shankarnath thank u

[@vidsfrenzyvidsfrenzy9813]

Informative video!! Welcome back on KZbin

[@shankarnath]

Thank you!

[@darsheetvora]

Learning great insights from your channel, Best channel. Unique and efffective way of presenting. One request, sir, you should make a video from basics of a topic so that young learners are also on the same page as others.

[@shankarnath]

Thank you very much, Darsheet. Basic videos are available aplenty on KZbin in Hindi and English. These include videos on what are mutual funds, how SIPs work, category of mutual funds, taxation of MFs, how to select funds etc. Is there something specific you are looking at which you think has not been covered or not been covered well in the videos you have seen?

[@vineethjeffrin4105]

All the best for your new channel

[@shankarnath]

Thank you very much!

[@sandeepparcha1644]

Congratulations Shankar ji for the new channel. I was wondering why I don't see your videos on the previous channel, but then I searched for you and found your LinkedIn profile which tells the entire story. As always, it is always good to take the learning from you. Looking forward for more content frequently 😀

[@shankarnath]

Thank you very much, Sandeep ji. So nice of you to keep track of me (in a nice way). I'll surely try to up the ante and ensure a mix of topics ranging from beginner-plus to moderate investors. I've realised the best learning happens when we play along, so will also offer some homework & loose-ends in every video which interested viewers can sew themselves with resources provided. Will run more learning experiments of this sort, will expect your feedback from time-to-time

[@ta313]

Hi I'm new to investing. Just wanted to know if we can pause the SIP ? I was under the impression that we can't pause/hold the SIP as amount will directly deducted from my bank account. Please guide....

[@nabeelyahiya]

Was waiting for your channel😊

[@shankarnath]

🙌

[@sankalpverma618]

How is the column "small as a % of large cap " calculated?

[@anurajpandey9898]

Excellent content, I was missing you on ET channel, Now I am relaxed.

[@shankarnath]

Breathe, exercise, help someone, take a break, talk to friends, watch Shankar's YT channel .. I should be #6 (or lower) in your relaxation list, Anurag :) .. wonderful to have you onboard!

[@ka3728]

V informative content ... welcome back Shankar!

[@shankarnath]

Thanks a ton. Good to be back :)

[@sankalpverma618]

Please someone tell me how to calculate the final column of "Small as a % of Large Cap". I have tried hard but couldn't wrap my head around it.

[@raviarya6341]

This graph of small cap and large cap relative scale.. How do you one plot this? This 0.9 and 1.1 number what does that ratio means

[@sankalpverma618]

Please tell me how to calculate the final column of "Small as a % of Large Cap". I have tried hard but couldn't wrap my head around it.

[@jatinmehta8651]

Just one thing for now, Shankar ... Best wishes for your new endeavor 😊

[@shankarnath]

Thanks a ton Jatin :)

[@harshgoelayou]

Loved the video... precise, crisp and informative 😊

[@shankarnath]

Thank you Harsh. Btw, love the work you & Aditya have been doing for the years in your School of Finance. Keep it up and keep inspiring new youtubers like me

[@ta313]

Hi I'm new to investing. Just wanted to know if we can pause the SIP ? I was under the impression that we can't pause/hold the SIP as amount will directly deducted from my bank account. Please guide....

[@ezhilmaniinbanathan5677]

Hello Shankar, i literally missed your videos in ET money for the past 1 month. Good to find you back here, as always your investment technics and analysis are unique and simple. Looking forward for more such videos! Just a question how does this same approach will look like if we use midcap index instead of smallcap?

[@shankarnath]

Hello Ezhilmani, its good to be back. And thanks for your kind appreciation. I haven't tried doing this with midcaps because I wanted two indices that have high relative volatility (and large & smallcaps played that part well). But prima facie, the steps remain the same.

[@andreimclive]

oh man i love your videos. so informative. binge watching.

[@shankarnath]

Glad you like them! Thanks

[@akhilgupta6673]

great learning for all of us 🙂

[@shankarnath]

Thank you very much, Akhil

[@hamid7805]

Good to see you, Shankar. Learnt a lot from you on ET money channel. Subscribed and looking forward learn more 😊

[@shankarnath]

Welcome aboard, Hamid! And thank you for the continued patronage

[@krishnapandey6610]

great video.... please continue adding videos... it helps us lot

[@shankarnath]

Thank you, I will do my best

[@ananygoel1703]

Love this data driven analysis videos from you.

[@shankarnath]

Glad you like them!

[@sumitalwar]

@ shankar nath sir any book or resource on factor investing in indexes that you would recommend..

[@shankarnath]

Hello Sumit, 1. I have a video on factor investing on the ET Money channel. While I'll have my own updated version soon, that's a start 2. Validea has a podcast (not sure of the name) which features many experts who rely on factor investing 3. AMCs are bringing in schemes that are based on factors or smart beta as they call it. There is a PPT they have on each which has multiple year data on it. That's another good resource

[@ruhislearnings]

Great video!! Have always loved your videos in ET Money...

[@shankarnath]

Thank you, Ruhi. Glad you liked it

[@goyamjain20]

great video as always! keep it going and all the best sir

[@shankarnath]

Thank you very much :)

[@chandranandhar3716]

Hi SN, I rewatched this video after a long time as it initially seemed brilliant. However, I have two questions regarding this: 1. Why choose the smallcap index? Why not midcap or microcap index? 2. Like every other point-to-point comparison, the whole thing depends on the starting point, where you assign a relative valuation of 1 on Jan 2007. The returns would vary wildly if you fix a relative valuation of 1 to Dec 2017 (a point corresponding to 1.32 in your worksheet) or July 2013 (a point corresponding to 0.65 in your worksheet). So, how did you come up with this date?

[@shankarnath]

1. No particular reason 2. 01.01.2007 was the oldest calendar starting date available to me. The Nifty Small Cap 250 index starts from 01.04.2006. I wanted to do yearly comparisons so I started from 1st Jan 2007

[@kapillipare]

Also what would be the trigger values (Buy and Sell ration values) if we take Nifty 50 and Nifty Smallcap 250 index instead of the TRI index, the TRI index historical values are not available for the Nifty Smallcap 250 Index

[@prk3136]

Good information in simple understanding format

[@shankarnath]

Glad you liked it. Thank you very much for your appreciation

[@vmshastri4983]

Thanks Shankar- very well explained and good concepts!

[@shankarnath]

You're most welcome. Glad you liked it!

[@malleswararaomaguluri6344]

Learned a lot. Thanks for sharing the knowledge

[@shankarnath]

So nice of you. Glad you found it useful

[@girishnagpal]

Great content with some really valuable insights. Thanks for sharing Shankar.

[@shankarnath]

My pleasure! Most welcome, Girish

[@manasbanerjee7864]

Dear Shankar thank you for the content that you share . Keen to understand how can a DIY investor find out a relative performance of one indices against another indices to decide where to put in money in the cycle . I am referring to the performance of various indices that you have shared .

[@shankarnath]

Most welcome. The necessary data is available on niftyindices.com (the specific URL I use is www.niftyindices.com/reports/historical-data). I extract the information from here in an excel sheet and then compare index performance. This website gives us performance data access of over 50 indices.

[@naveenkumar-ts6oj]

Excellent work thanks, please make such strategical video on nifty next 50 index. How we can maximise the return.

[@shankarnath]

Thanks for your suggestion. I'll add it to my content queue

[@Finvestera]

Really wonderfully explained Shankar Sir🙂

[@shankarnath]

Thank you very much, Swaraj. Much appreciated

[@JoshuaMNielsen]

You mentioned a "trigger" of 1.1 or 0.9, but can you truly program an account to act in an automated way to alert you when those range boundaries are breached, or is that 100% manual and you have to check every day? If the latter, it seems like it would be a bit difficult to always notice at first. If there are tools that can assist though, can you mention what those would be? For example, with Fidelity, Vanguard, or some other global broker.

[@drjatin]

Thanks a lot, very informative video. Very well explained. Looking forward for more such videos . Thanks.👍

[@shankarnath]

Most welcome, Jatin 😊 .. appreciate your kind words

[@avinashgutta683]

Thank you for your very informative video..Suppose I am doing the same exercise for mid cap index..Which year I can choose starting point and also how we can decide starting point..In the video we taken 2007 for small cap right.

[@shankarnath]

Most welcome, Avinash. The Nifty Midcap 150 index also starts from 01.04.2006 (like the Smallcap 250 index). I didn't want to start from the middle of the year, so I started from 01.01.2007. I guess, the same specs will have to be used for midcaps then. Check out the starting data yourself on the NSE website, the way I had shown in the video .. that'll make it more clear. Hope this helps.

[@avinashgutta683]

@@shankarnath Thank you so much for very prompt response sir..We can consider Starting month index value right.Based on the data on the NSE.

[@theinfiniticlub]

Hi Mr. Shankar Nath, congratulations on your KZbin channel and wishing you all the success. I have found your videos extremely useful and would greatly appreciate if you could take my request to make a video on value averaging. Thank you :)

[@shankarnath]

Thank you very much for your kind words of appreciation.

[@alokbh]

Amazing stuff, bro... Keep at it !!!

[@shankarnath]

Thank you Alok .. will do :)

[@jaiailani1423]

Hi! I didn't get how you calculated the relative valuation range. And what is it? could you please explain?

[@shankarnath]

Hi Jai. Kindly check out the Google Sheet whose link I have attached in the description of the video. Check out the worksheet "Monthly values", column F .. which becomes the base for relative valuation. Try it out, you'll be able to put it together and enjoy the content better. Good luck!

[@jaiailani1423]

@@shankarnath Thank you Shankar for replying instantly! why did nifty small cap tri in the numerator and nifty 50 in the denominator? Just curious, What happens another way around.

[@shankarnath]

If you reverse the numerator and denominator then everything reverses. 0.9 then will mean a relative undervaluation of small cap (or over for large caps) and vice versa. The final objective doesn't change though, it's just like the last day of a test match series .. sometimes the TV would say India needs 50 runs to win or it'll say Australia needs 5 wickets to win.

[@mk67890]

Brilliant analysis. However, I have a small doubt. Why did you use total return index instead of historical index

[@shankarnath]

Thanks. I prefer using TRI as it is the true reflection of shareholder return i.e. capital appreciation plus dividends. Ofcourse, the same analysis when done using only PRI values would somewhat give a similar trend so even that can be explored

[@AlgoTrading-e3b]

@shankar sir, NSE website is not showing up the TRI data from 1st Apr 2023. Kindly guide where to fetch historical data for nifty small and mid cap

[@ajmalroshan5031]

How to indicate the Y axis in excel. Is there any ready made indicator?

[@malinipatel4520]

Thus is very informative video .hope to kearn thus tactic .still not comfortable yo invest in small xap but now understood 250 is safer as gives higher horizon

[@shankarnath]

Glad you found it useful

[@sreem27]

Dear Shankar, Mutual fund market became so clumsy with many types of funds, and there is a lot of ambiguity in the available knowledge around social platforms from finfluencers. Like, as 1) Avoid small-cap and multi-cap funds, 2) Go with Flexi, Large Cap and Index funds 3) Avoid funds with high tracking error and so on. I understand that no single model suits all retail investors but there could be a common way to some extent. If you get some time please make a detailed and pragmatic video on how to choose the best mutual funds from a retail investment point of view. Thanks a lot in advance. 🙏

[@shankarnath]

Yes, everyone has and should have their own approach., I have a video coming up on my approach to picking mutual funds in a week or two from now

[@ta313]

Hi I'm new to investing. Just wanted to know if we can pause the SIP ? I was under the impression that we can't pause/hold the SIP as amount will directly deducted from my bank account. Please guide....

[@amitshah5261]

Very impressive sir😊

[@shankarnath]

Thank you very much!

[@firebalxl5]

Thank you Shankar , this is good

[@shankarnath]

You're most welcome

[@mr.talkstock7282]

Your videos are great 👍

[@shankarnath]

Thank you very much

[@V_V1922]

Thanks for this technique...please suggest which index 50 and small cap index fund😊

[@shankarnath]

Hello Vinayak. I don't have a selection methodology to decide which index fund to pick. Most of them have similar expense ratio & returns. I would generally go with the one with a decent sized AUM

[@Nilkamalsha75]

Great content. How to get average reading for each month. Is this correct: 01 Jan 2007 - 31 jan 2007 index closing values - sum it and divide by total number of readings. There was mismatch between my calculation and excel shared. Please correct me where I am doing wrong ?

[@shankarnath]

Hi Nilkamal, thanks! I didn't use average reading. If I recall correctly, I either used the 1st day or the last day of the month when compiling the data. But having said this, please go ahead with what you have compiled. Average, 1st day or last day are trivial matters and won't make much of a difference when examining data over 15 years

[@Nilkamalsha75]

@@shankarnath Is this can be implemented with followings: 1. Large cap fund - UTI Low Volatility 30 fund 2. Small cap fund - Any active small cap fund ? Because small cap index etf has tracking error and liquidity issue ? Thanks

[@akshaycrasta]

Thank you so much sir for this amazing informative video. Really appreciate your effort in answering each & every comments. I was able to clear lot of doubts by reading them. Wish you the best and keep going :)

[@shankarnath]

So nice of you. Thank you for your kind words, Akshay

[@mojo_jojo91]

How to calculate the threshold?

[@rohanrsawant]

Sir, please make and share similar video for largecap and midcap index funds strategy

[@shankarnath]

I'll try. Thx for the suggestion

[@TheAnujkhanna]

Have been watching your content on ET Money and had learnt so much from it. All the best sir with your channel. Subscribed.

[@shankarnath]

Thank you very much Anuj, for your continued patronage. Look fwd to your feedback and suggestions

[@sridharramanathan443]

Shankarji, Excellent content and some wonderful strategies for investment. I wanted to check whether the relative valuation should be calculated against Jan 2007 as per your spreadsheet or should it be calculated against the start date of investment. ie in the formula (C5/$C$2)/(B5/$B$2)...$C$2 and $B$2 - Does it matter which month/year the baseline is set to?

[@shankarnath]

Thank you very much. The baseline month/year does matter but the effect of that is somewhat diluted over the longer term. I used Jan-2007 because this is as far as the data went (the smallcap 150 values are available from 01.04.2006 only). It also helped that Jan 2007 was smack in the middle of the 2004-2007 bull run which reduces lop-sided results. So it was a bit logical and I didn't have a scientific basis for date selection

[@sridharramanathan443]

Thanks so much for your prompt response

[@nevillecoutinho3337]

@@sridharramanathan443 - where did you get the nifty smallcap 250 tri form?

[@DevXD16]

Keep Growing. And Give Quality Content

[@shankarnath]

Thank you, I will

[@ritzmr9607]

What is the line to indicate 1.1 levels?

[@iamvaibhavkushwaha]

Thank you for sharing knowledge

[@shankarnath]

My pleasure

[@noeljohn10]

Is it a vice method to invest in a smallcap fund via sip for a long term or should a person go for other categories like midcap funds?

[@abrahamanand84]

Thanks for starting your videos series again. Your earlier videos were of great benefit to me. Now that you are out of ET Money, would appreciate your honest opinion on ET Money genius subscription😁.

[@shankarnath]

Thank you very much for your continued patronage. ET Money Genius is designed for long-term investors and my own portfolio has not even crossed a year. My opinions on performance, volatility, downside protection etc. (versus benchmark & expectations) will take a couple more years to develop. Let's circle back then

[@abrahamanand84]

@@shankarnath Thank you so much Mr Shankar for your insights ! Waiting for more of your insightful videos to help us invest better !!!

[@shankarnath]

@@abrahamanand84 Most welcome

[@subrahmanyar8076]

Thank you so much for such an informative video. Can you please share where to see this "performance of small cap by large cap" chart live....that will be of great help thank you..

[@shankarnath]

Hello Subrahmanya, thank you for your kind appreciation. I couldn't find the real time chart anywhere. So I compiled it in an excel sheet (link is in video's description) using the methodology I have explained in the video. But I'm sure there is a tech play for this. While I don't know how, someone can extract data from the NSE India webpage & populate it on a spreadsheet. I spent a couple of hours on it but couldn't get it right. I did manage to learn some Google Finance formulae (which is handy) but not the way I wanted it for this video. Apologies!

[@123rubyg]

Any tactical buy sell reco based on Small CAP index PE ratio?

[@mchak]

This is awesome. Is this something ET Genius is doing behind the scenes? If yes, a 249 monthly charge seems inexpensive for a SIP of more than 20k.

[@rajkumarr4209]

Excellent work!!

[@shankarnath]

Thanks a lot!

[@amitpatra07]

how do i get the graph of 1

[@djdipak8693]

But how do i find a relative valuation figure of more than 1 or less than 1?

[@shankarnath]

Pls examine the worksheet whose link is in the video's description

[@djdipak8693]

Appreciate response..thanks

[@9870101976]

Dear Shankar sir, can you kindly please explain what is a relative valuation / relative valuation range and how did you obtain the graphical representation shown in the video 1:27 ?

[@shankarnath]

Hello Faizan. It's all there in the worksheet (link in description) and I've also answered some specific questions in the comments. Can you pls go through the same and let me know if there are any unanswered queries. But the worksheet is quite explanatory

[@charanhani4551]

Thanks man ,for always helping us ❤️

[@shankarnath]

Most welcome!

[@mangalsana3616]

which technological analysis tool is used in this video ?

[@shankarnath]

I pulled the data from niftyindices.com and used Microsoft Excel to analyse the data

[@mohitmaheshwarii]

Hi, Great video sir. Was wondering how to get the PE graph of the Index

[@shankarnath]

Thank you. Pls go to niftyindices.com .. they publish PE ratio of various indices on a daily basis.

[@mohitmaheshwarii]

@@shankarnath Found it. Thanks a lot.