Top 3 Flexicap Funds Compared | Parag Parikh Flexi Cap vs Kotak Flexi Cap vs HDFC Flexicap Fund

[@InvestYadnya]

AI Generated Summary 1. *Introduction to Flexicap Funds* (00:00) - Overview of flexicap funds, highlighting their flexibility in investing across large, mid, or small-cap stocks. - Introduction to the three funds: Parag Parikh Flexi Cap, Kotak Flexi Cap, and HDFC Flexicap Fund. 2. *Fund Details and Asset Management* (02:13) - Analysis of the asset under management (AUM) of each fund, with a focus on their size and expense ratios. - Discussion of the fund managers' expertise and history, emphasizing their roles in the funds' performance. 3. *Asset Allocation and Investment Strategies* (06:24) - Examination of the allocation in overseas equity and domestic equity. - Insights into the funds' strategies in allocating large cap, mid cap, and small cap stocks. 4. *Holding Trends of Each Fund* (14:29) - Analysis of the holding trends in Parag Parikh, Kotak, and HDFC Flexicap funds. - Discussion on the number of stocks in each portfolio and the funds' approaches to diversification. 5. *Sector Allocation and Performance Analysis* (17:51) - Comparison of sector allocation in each fund. - Analysis of calendar returns from 2016 to 2022, highlighting the impact of geographical allocation on performance. 6. *Trailing and Rolling Returns* (26:59) - Discussion on the trailing returns of each fund, focusing on their performance over different time frames. - Examination of the rolling returns, emphasizing the importance of long-term investment horizons. 7. *Risk Ratios and Fund Management* (28:58) - Analysis of the risk ratios, including beta and standard deviation, for each fund. - Insights into the fund management strategies and their impact on risk and returns. 8. *PE Ratios and Valuation Risks* (29:55) - Comparison of the PE ratios of the funds, discussing the valuation risks associated with each. - Emphasis on the importance of understanding the pros and cons of different funds based on their PE ratios. 9. *Conclusion and Investment Recommendations* (32:23) - Final thoughts on the comparison between the three flexicap funds. - Recommendations for investors based on their risk profiles and investment goals.

[@ARUPRAUT-b6h]

It's by far the most convenient comparison I have seen. It just simple comparison but with statically and charts I want more comparison with different categories 😮😮😊

[@ismailshaikmohammed8371]

Excellent presentation. First time I have seen such an elaborate presentation well explained. Hat's off to you Sir. Regards

[@Arihant997]

Good comparison on lighter vein hdfc fund recent performance is attributable to its large portfolio of PSU sticks...so raighesthan meinb saath ka bad jamke baarish hui aur hdfc ka NAV chamak gaya❤🎉

[@AdityaSingh-iv9wz]

Parag Parikh is like Tata of AMC ❤️

[@bharatbarhate2739]

Thanks Invest Yagnya for such a nice comparison and detailed analysis.

[@mayurtaday2488]

Superb comparison.. we expect fund manager to move money across market caps.. Kotak is more like Large and Midcap..

[@acclimatized8838]

Only reason parag was able to have smallcap was because of very small aum earlier

[@FINtalkss]

yes agreed...

[@vermaitrakesh]

Excellent comparison ... appreciate your effort ... very nicely explained .. thanks a lot

[@FINtalkss]

always best...

[@AjitJoshi686]

There is a huge exit load in Parag Parikh and it gets added to the unit holders. Also they have bigger cash allocation so they protect during downturn. These points are mostly never discussed in the KZbin videos.

[@Shoebkhan-hs8iw]

Excellent information about all 3 Fund thank you so much sir

[@gordonfernandes6873]

PPFCF...has one of the best downside protection which is the most important attribute when the Market is severely correcting downwards suddenly, and this feature is rated even above the overall Returns factor...in the long term, while deciding overall Fund selection criteria.... especially for small Retailers, to protect their hard earned investments !!! 🤔

[@pradeepbhagwat4494]

Great comparison. Data compilation is very good 👍

[@prasadpasala1340]

very good information to act upon by investors. something more could have been said about other Flexi caps like JM Flexi and quant Flexi with less Assets, but performance is very good...

[@FINtalkss]

always best

[@rajumondal2658]

Thank you very much sir.. you make very valuable video for us..I am from West Bengal I follow you regularly..

[@rajkamalyadav1207]

Excellent comparision gaurav sir... please make a comparison video of top midcap and small cap also

[@anujkumarrastogi6832]

What do you think about future returns of Ppfas flexi cap, as it has started to take more time to recover as compared to index and will they follow the same market cap allocation as other two funds have?

[@paurushpandey5463]

Very very good information Please ek esi tarah ka vedio mid cap ko bhi daliye

[@karanbhuva7733]

Really nice analysis🎉🎉 heads of to Invest yadna team and gaurav ji

[@FINtalkss]

always best...

[@tanmeyrawal644]

Very insightful analysis. Definitely need this for other categories

[@bhuvanagirimurali8143]

Wonderful analysis.

[@manojjain100]

Great and very detailed explanation one can ever seen. Do you have any video on top 3 index funds ?

[@shaileshs.3177]

Parag Parikh Flexi cap invests in foreign stocks too so it is well diversified & protects the downside.

[@vickeyvvp]

Excellent comparison....pls do another similar one with large & midcap category and also a small cap fund.thanks!

[@maneshhandoo6521]

Awesome video. Thanks

[@nirajw9958]

Very excellent information.

[@Sumit_Kumar500]

very very informative video, thank you

[@abhyanandmauar9467]

I was waiting for this. Thanks Sir

[@swastikacharyya95]

PPFAS PTR is the lowest at 5.28%. That 45% number includes arbitrage strategy which I think they started doing since last year.

[@gaganpreetdhaliwal8149]

Exit load of parag Parikh is 2 percent ....?

[@kvsndkraja1]

Not true. Only applicable on more than 10% of investment within a year.

[@anshusharma730]

Very informative analysis Gaurav. Keep it up

[@gdp2102]

Quant Flexicap fund is the best!! 👌👌💎💲 Mark my words it's going to beat entire category

[@acclimatized8838]

They've already reached average aum . Soon their churning game will be over

[@tusharrebaca]

Difficult to beat PPFF's legacy - almost impossible

[@pradeep2kedar]

Why and how?

[@suraj6096]

Really bro

[@tusharrebaca]

Because of their world class fund manager, international top quality top exposure, very less churn rate, always holds 15-18% cash to buy more during market correction. And many other reasons. PPFF is indeed very hard to beat in the long run. @pradeep

[@ebrahim661]

Sir main Ebrahim, apka video regular dekhata hu, bahut kuch sikhne ko mila video dekhke, mujhe 1lakh Lumpsum karna hai 11th march 2024, "Parag parikh & Quant Flexi cap" ka compare wala video dijiyega, Lumpsum kaha karna sahi rahega, mujhe aye dono fund me se karna hai, please bataiyega.. Thank you Sir...

[@girishgupta1461]

great job sir but i think quant flexicap fund should also be in consideration

[@FINtalkss]

yes .. be watch below for detail multicap & flexicap

[@sreenathcivil]

Please do comparison analysis on fund managers ....what returns are made... it is better understanding, rather than AMC company and performance of fund will be based on FUND MANAGER

[@ShubhamGupta-eo7ig]

For PPFAS - 1 correction in the # of stocks, you have included arbitrage positions in the consideration. Do you feel it should be considered?

[@bongtravelcouple]

JM Flexi Rank 1, Quant Flexi Rank 2 ❤

[@ramakrishnapottangi1843]

Very good Analysis

[@gouthampai5055]

Thank you gaurav sir

[@saurabhtripathi2794]

Thanks for the information

[@PrinceCommonsense]

Very useful video. If someone subscribes ur MF model portfolio.while changing MF ,do u consider tax implications as well??

[@jitendriyarohitas]

Please make same video for small cap funds

[@vishalbhardwaj8846]

Great analysis… great work Yagnya team… pls compare top 3 small cap funds & international funds inline of this video. Thank you Mr Gourav

[@FINtalkss]

yes...

[@shyampatel9994]

Thanks Ydnya team for such a detailed analysis. Got a chance to learn something new, never seen such things from other analysis or other expert. You are different. Thanks again and keep it up. Waiting for more videos ❤🩵💚

[@rupeshpatil6957]

Should we invest in both hdfc and parag parikh flexi cap funds ?

[@shaikrafi1614]

Great analysis 👌

[@prochiturel3541]

How is JM financial Flexi cap ?

[@sachinmah1]

What is difference between Multicap and Flexicap funds?

[@shuvampargal4754]

in muti-cap --At least 25% in each market cap: large, mid and small-cap companies. but no such in flexi cap

[@contact2gm]

One dimension required; What is CAGR of all these funds for 1 lakh invested seven years. Only this dimension makes sense for normal investor

[@PrinceCommonsense]

Please discuss Nifty alpha low volatility fund.

[@bongtravelcouple]

Parag Parikh Worst Now because US market Dropped from last 1 year. Khud invest kiya hai is kiye bol raha hai taki loss na khate koi exit na kare.

[@ritrohit49]

What about SBI focused equity fund,which was suggested by you last year

[@pranpb2364]

Sir please compare and suggest quant flaxicap fund vs Parag Parikh flaxicap fund..

[@sach_in]

Why all fexi cap funds are more tilt towards large cap stocks

[@amansankhala9820]

Sir, why quant flexi not included in this list.

[@pradeep2kedar]

A few years back, aap Axis flexi cap ko top mai rakhte the. Hdfc felxi ko dur rakha tha. Why ?

[@videoview5179]

Thank you

[@AkankshaChaturvedi-s5x]

PPF long term 3-5 years me kesa rhega ?

[@karbioster]

What about Quant flexi cap fund? is it worth investing sir?

[@Rash268]

Excellent analysis

[@soumyaranjanpatra388]

Aisa ek analysis small cap fund main dijiye plz

[@triptaahluwalia4028]

Which is a good fund for generating SWP withdraw plan

[@rhitwick]

Very good analysis

[@jaswantsinghchauhan1965]

Thank you sir

[@Mahesh_UK]

Great analysis

[@jaydeepsuklikar3212]

Txs sirjii... Gr8 vid

[@kiranbhoi3059]

Sir pls make one small cap mutual fund video

[@gaganpreetdhaliwal8149]

J m flexi cap fund ka bhi review kro sir

[@ISatya]

Sir, please do a similar analysis for multicaps🙏

[@FINtalkss]

yes agreed/....

[@KG-hh1hb]

Please make same video for midcap also 🙏🏻🙏🏻🙏🏻

[@rahuldhaskat1435]

Nice comparison sir But very Large AUM is good or bad

[@Aopu.chetia]

After half an hour , conclusion is PPF is the best

[@mandiganal]

PPFAS not done well previous year, is it due to not allowing them to invest in foreign equity? if yes, its difficult for them to achieve same success on domestic equity going forward.....

[@diujay]

Right

[@siddharoodhcheelad]

How is JM FLEXICAP FUND?

[@jhaashu79]

You could have chosen JM flexicap as well as an option. Any reason why it was left out despite being ranked no 1?

[@dhaval33331]

Because jm started give return from last one year only...

[@mjan1509]

Good. comparision approach, matrices could be better.

[@saugata1974]

Why Quant Flexi Cap is not considered? Why you people always treat this fund house as "untouchable"?

[@religionofpeace782]

Kitne saal ka history hai iska? 10 saal hoagaye hain?

[@nirenkumarnaik6846]

Quant perhaps holds Adani stock in its portfolio...

[@fulldakait1408]

Because Quant beats all and doesn't give these influencers any commission

[@MrPrakhar07]

Sir i invest in pgim flexi cap last year. Now it is not performing, should I stop the sip and invest in another fund as u have compared

[@rajarora2097]

How does it matter if you make 1% less , what the rush ?

[@sattibabu1605]

Sir, pl do a serious on top 3 mid & small & index fund & extra fund serious...... Plz sirr

[@YourNEBOSHguide]

I dont knpw qhy prashant jain has such a good rep. When he was at the helm hdfc funds have underperformed. His conviction on psu was not convincing

[@dhirajmishra9015]

But sebi Caps on foreign investment is consistently hampering returns of PPFS as restrictions came in and at the same time US IT stocks were at cheap valuation

[@yogeshsharma3233]

Isnt there some confusion (after motilal oswal bringing Microcap index fund) - my Question 1 is - What is mandate for small cap funds is it to invest in 251st to 500th company or any company after 251. Question 2 - As per sebi classification for mutual funds from (7000CR) 251st company to any company below that, is small cap. But now when Micro-cap index is in place (Which i feel is force fitted) they are considering 501 to 750th company as micro-cap. Ideally shall they not place micro cap after 1000th company so that for small cap leaving room of 500 companies. Lastly If I have small cap fund how much is it restricted to invest in 251st to 500th company and how much can it deploy towards micro-cap stocks.

[@Santosh-zw8pv]

Quant and parag parikh flexi cap are best

[@ramparkash5041]

Sir, I have seen comparisons of nippon,sbi flexicap and hdfc flexicap some time back then hdfc flexicap was looking leader. Now, paragparikh, what's best

[@pradiptaprusty3982]

Which one mf buy at sip 2500 per month... Please suggest... Small cap or flexi cap... Name please

[@smartastoundingeducation6950]

Please sir ABSL MUTUAL FUND KE BHI KUCH FUND KI VIDEO BANOO

[@DrAnuragSharmaBBMS]

Sir pls suggest which is best between ETFs & MUTUAL funds,

[@girishdubey1405]

If you've money all the time, and you track market on daily basis, you can go with ETF. Because it's easy to buy ETF in market crash like we buy stocks. But in mutual fund you've to wait for your SIP date.. and also in MF you've to pay exit load, and expense ratio..! Only one thing is debatable that Volume in ETF is not that much , i really doubt that what happen if i accumulate huge units of ETF , it will be sold out or not..!😅

[@Yakshit207]

@@girishdubey1405 Informative. Thanks

[@kedardhapre9438]

Good work If one invests in PPFS now , the portion of money will not go to foreign equity due to Govt limitations, so how will be the performance of such recently started investment?

[@modellocomotiveworks2215]

It still invests in foreign equities

[@Amg-wt4wu]

good😍

[@Swapnil_29]

How is SBI flexicap?

[@rittran]

The worst. No movement as such

[@dingdong9277]

Why kotak FLEXICAP evaluation? Quant is best

[@AbhiYadav1593]

Very detailed explanation Gaurav Sir. Please also do Mid cap analysis like this which also includes PGIM india mid cap opportunities fund

[@Chandala_bhikshuki]

No need to waste time on such pump n dump funds .. just because u have invested doesn’t mean there should be time wasted on such funds

[@FINtalkss]

be watch great analysis over channel @FINtalkss

[@hardeepsingh9101]

bHAI KOI ESA FUND BETA DEJIY JISNE 15% pichhle 10year lagater reterndia ho

[@Satyajit-i3z]

PPFAS is impeccable

[@KumarWadhekar]

PPFAS IS BEST💌

[@priyashrivastava1935]

✌️

[@diujay]

Parag parikh now not give good return 😢

[@deepakdeshmukh545]

👏👏👏👌🙏

[@pranju4u22]

हे सर्व भाजप हिंदू मुस्लीम करण्यासाठी लोकसभा 2024 इलेक्शन ला vote बँक करण्यासाठी करत आहे म्हणजे लोकांनी आपले सर्व मूळ प्रश्न विसरून हिंदू मुस्लीम मुद्यावर भाजप ला निवडून द्यावे हा त्या मागचा एकच उदेश

[@manishkhedkar1309]

Why not PGM Flexi cap MF