My Money Apps: Indian Stock Investing (Zerodha): bit.ly/3iYKROh Mutual Fund Investing (Coin by Zerodha) (You will need to create a Zerodha account for it first. Coin is free): bit.ly/3iYKROh US Stock Investing + Investment Tracking (INDMoney): bit.ly/3tT5moR Portfolio Investing (Smallcase): bit.ly/3u0is0I Corporate Bonds (Wint Wealth): bit.ly/3sbUI8c How to pick the right insurance (Ditto): bit.ly/3xFh7OU The above links are for products that I personally use for my own investing. If you create an account on any of these using the above links, I stand to make a referral income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L. DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions. My bestselling books: 'Make EPIC Money' here: amzn.to/3WHJ43F ‘Get EPIC Shit Done’: amzn.to/4fK1IR5 ‘Do Epic Shit’: amzn.to/4fK9uuv My gear for shooting this video: 🎥 Sony a7III camera: bit.ly/3M42wAV 🎬 Sony FE 24-70 f2.8 Lens: bit.ly/3KCCiF0 🎙 Shure SM7B Microphone: bit.ly/3O1NAVA 🔆 Fill Light 60W: bit.ly/37aJolP 💡 Key Light 150W: bit.ly/3O9nyjs 📽 Benro IT15 Tripod for Sony a7III camera: bit.ly/3O4PvJ1 The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.
Sir, which investment is good “SIP” or “ETF”. As per your latest series of “money matters” your suggestion is SIP. So, out of these 2 which is good and safe investment?
This is an amazing video. Because you have shown there are so many types of mutual funds, some of which also invest in fixed return government bonds. No one tells people that and everyone think Mutual Funds invest only in Stock Market. Absolutely fantastic video. I have learnt a lot about Mutual Funds by seeing this video. I will also share this video in my groups..
Point is Mutual Funds like Conservative Funds give average of 12% returns which is safe even during crash and it's still more than FD returns. People are not even aware about these types of Mutual Funds. Those who invest in FD for fear of risk should at least switch to these.
Started 1st 2 SIP's today. A small cap for small repeated investment per month for long term. And a hybrid with 2x the money of small cap for medium term. Will diversify more as I learn from these SIP's performances. 🙏 Thanks Ankur.
This is one of your channel's best videos. Don't know why it has fewer views than others though. Maybe because in this video you were not optimising for views but for usability. Kudos!
Bro...... Really good information. But there is one thing that whenever there is crash, all category MFs get a dive excepting Debt funds or Govt. Bonds.. It is a fact that small cap funds get more drop but I don't think that any small cap fund has ever gone to zero or didn't recover ever after the crash.. Market crashes and recovers, that is the behaviour of the market. People invest to get better returns and they invest knowing the risk factors. I know people who have invested 2000-3000 monthly in small cap funds only for 15 to 20 years and have built a corpus of Rs1Cr+.
All these data you shared is in a bull market at an all time high. It may be interesting to see these data in a bear market which give a fair idea of risk and reward. Waiting for your next video.
Hi @Ankur , I just saw your 9 months old video where you showed your diversified portfolio. In that you mentioned that you invest 65% in small cap. Given the information that you're sharing in this video, have you rebalanced your portfolio now ? How does your current allocation look like ?
Don't get carried away by the returns, You need to be mindful about the Sensex rally in last 4 years(one of the rare event) which has changed the dynamics of all the mutual funds and these dynamics would not applicable for those investing now, since market is in consolidation phase. I have been actively investing in Nippon small cap since 2017( earlier it is reliance), till 2020 my XIRR always negative. If there is an option see last 7 or 10 yrs returns then the no would reduce to 20% or so.
My 80% Amount is invested in Small-Cap giving 22%XIRR from last 3 years and recently invested 15% Amount in Mid-Cap Index Fund which has historically given a return of 25%XIRR in the last 5 years whereas, 5% Amount in thematic Fund which is an NFO. Total XIRR is showing as 17.38% and I'm okay with it, realistic expectation is when you expect between 15-20% XIRR in long term investments!
@@nirajdudam8516 Extended Internal Rare of Return, it is calculated as per the fixed frequency of installments in an investment as happens in the case of SIP
Thank you Sir. You have explained so precisely about hybrid mutual fund (aggressive and conservative funds). This has helped me think beyond FD returns.
Thankyou for being a guiding light in the life of people in financial crisis. If possible please make a video and guide us all about the pros and cons and difference between investing in direct mutual funds through AMC's or by opening a CAN account. Which is better?
I just made 10 cr by trading with proper risk management and proper psychology. Ab woh paisa investing saalu karunga. Trading ak paisa chapne ka jariya hai If you have skill about it and investing mein wealth creation ka machine hai ☺
I've kept much of my savings in cash for safety, but I'm unsure if it's right for retirement. Contemplating investing $400K in stocks, as I've heard investors can profit in tough times. Unsure about my next move.
Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t really start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
I have gone through most of your videos and they are really helpful. However, I didn't find your videos covering following topics related to brokers. I request you to enlighten us on following points:- 1. Is brokers like zerodha safe to buy stocks? 2.what happens if brokers go bankrupt? 3. What happen to our stocks when we buy them through brokers are the holding ir or is stored somewhere else? If so where are they stored and how safe are they? Can we clam the purchased share if brokers shut down? 4.if brokers go bankrupt how to claim our stocks and related documents as the website and apps of the same broker might not work? 3. Is there any other risk involved related to investors being deceived? You taught us so much about investing and we are thankful to you. Kindly make a video to clear my confusion on above noted queries.
Really liked ur video, Sir this is my portfolio of SIP, should I remove any fund or add any any fund instead of, If any modification should I then plz tell me Sir, I m 34yrs old, my Target of sip is for 15 to 20 years. Quant small cap 2000 Canara small cap 2000 Nippon small cap 2000 Motilal mid cap 2000 Hdfc mid cap 1000 JM mid cap fund 1000 JM flexi cap fund 1000 Parag Parikh flexi 1000 UTI nifty 200 fund 1000 Hdfc defence fund 1000
Summarizing the alternatives to Small Cap Mutual Funds based on investor risk taking capacity - Flexi Cap, Multi Cap, Large & Mid Cap, Value Funds, Hybrid (Aggressive / Conservative) Mutual Funds.
Good but Its also depend in what age we investing. I invest my maximum amount in small cap at age 28. After 15 yr i will shifted stable funds like hybrid and large cap.
Hi Ankur, Nice video. Everything cleared. I have 1 doubt. Today I am earning 25k pm & planning to invest 5k pm in sip. Lets say 3k in index, 1k in mid, 1k in flexi cap, step up by 10 % But after 5 years I hopefully will be having 1 lakh pm job. Then how can I edit my existing 5k investment to 20k or 30k or 40k pm?
Hi sir nice knowledge But please make a video in which you buy a stock and manage for some days ,and this will help to all of biggners whi is going to start investment.
I have started sip last month. below is my portfolio. 1. ICICI prudential Nifty50 index fund - 40K 2. Motilal oswal Nifty midcap 150 index fund - 20K 3. Motilal oswal Nifty midcap 150 momentum 50 index fund- 10K 4. Quant multi asset fund - 10K please let me know if this is good portfolio for long term of 10 years with 80k per month. Expecting overall 12% returns.
Ankur Sir pls make some videos on US stocks. We want a separate video on VOO vs VOOG vs VOOV and also vs NASDAQ. It is hard to invest without proper knowledge. In your earlier videos you said to invest in Vanguard. But in which vanguard should I invest? Is it VOO or VOOG or VOOV. Pls make a separate video sir. I searched in UA-cam many times, there isn't a single video about this topic. You just got a new topic. Pls sir make a new video. After your clarification I will invest. All procedure is completed in INDmoney. I just need to make sure in which Vanguard or NASDAQ should I invest. Pls sir. Thank u. Love from Kolkata.
I dont understand why are you looking at CAGR in all cases. Instead look at rolling returns and probability distribution in various return brackets of different funds for different years or capture ratios of different funds... That will give a more balanced information about their performance rather than looking at CAGR at all time high
I want some advice..... My stipend is around 55k and my annual clg fees is 1.25 lakhs Should I.....? 1) Save 10k per month for 12 months (may be as RD) OR 2) Bulk save in the last 2-3 months (invest initially for 9-10 months and then stop investing and save for fees in the last 2-3 months)
My Money Apps:
Indian Stock Investing (Zerodha): bit.ly/3iYKROh
Mutual Fund Investing (Coin by Zerodha) (You will need to create a Zerodha account for it first. Coin is free): bit.ly/3iYKROh
US Stock Investing + Investment Tracking (INDMoney): bit.ly/3tT5moR
Portfolio Investing (Smallcase): bit.ly/3u0is0I
Corporate Bonds (Wint Wealth): bit.ly/3sbUI8c
How to pick the right insurance (Ditto): bit.ly/3xFh7OU
The above links are for products that I personally use for my own investing. If you create an account on any of these using the above links, I stand to make a referral income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L. DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions.
My bestselling books:
'Make EPIC Money' here: amzn.to/3WHJ43F
‘Get EPIC Shit Done’: amzn.to/4fK1IR5
‘Do Epic Shit’: amzn.to/4fK9uuv
My gear for shooting this video:
🎥 Sony a7III camera: bit.ly/3M42wAV
🎬 Sony FE 24-70 f2.8 Lens: bit.ly/3KCCiF0
🎙 Shure SM7B Microphone: bit.ly/3O1NAVA
🔆 Fill Light 60W: bit.ly/37aJolP
💡 Key Light 150W: bit.ly/3O9nyjs
📽 Benro IT15 Tripod for Sony a7III camera: bit.ly/3O4PvJ1
The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.
Today I started investing in Quant Small Cap (3k) and Mid Cap MF (1K). Am I right? Is my choice right?
Sir which investment is best sir
By doing PF double or triple
Or by investing in stock market
Uncle aapko Etna hi Jankari hai
Main aapko 200 core deta hoon kitne Dubble kr doge
Sir, which investment is good “SIP” or “ETF”.
As per your latest series of “money matters” your suggestion is SIP.
So, out of these 2 which is good and safe investment?
Sir muajha ek loan Lana hai 2nd hand truck Lana ke liye 11 Lakh ka kun sa best hoga please batao
This is an amazing video. Because you have shown there are so many types of mutual funds, some of which also invest in fixed return government bonds. No one tells people that and everyone think Mutual Funds invest only in Stock Market. Absolutely fantastic video. I have learnt a lot about Mutual Funds by seeing this video. I will also share this video in my groups..
Point is Mutual Funds like Conservative Funds give average of 12% returns which is safe even during crash and it's still more than FD returns. People are not even aware about these types of Mutual Funds. Those who invest in FD for fear of risk should at least switch to these.
Glad it was helpful!
@@warikoo for mutual funds..which type app would be best...demat or SOA
First time seen anything Other than excel calculations… like the content and the way it’s explained 👍😊
😂
I was supposed to lumpsum invest in small cap. Thank you so much. You really helped me a lot.
What'sApp
+1432
316
0364.
I was thinking of doing the same, are you still investing?
Started 1st 2 SIP's today. A small cap for small repeated investment per month for long term. And a hybrid with 2x the money of small cap for medium term. Will diversify more as I learn from these SIP's performances. 🙏 Thanks Ankur.
This is one of your channel's best videos. Don't know why it has fewer views than others though. Maybe because in this video you were not optimising for views but for usability. Kudos!
Have not tried anything yet but still the knowledge shared seems to be valuable
Thanks
Bro...... Really good information. But there is one thing that whenever there is crash, all category MFs get a dive excepting Debt funds or Govt. Bonds.. It is a fact that small cap funds get more drop but I don't think that any small cap fund has ever gone to zero or didn't recover ever after the crash.. Market crashes and recovers, that is the behaviour of the market. People invest to get better returns and they invest knowing the risk factors. I know people who have invested 2000-3000 monthly in small cap funds only for 15 to 20 years and have built a corpus of Rs1Cr+.
You are amazing and I am growing fast with your videos. I am a cbse principal n I find you the best teacher great job
Happy dhanteras Ankur you are instrumental in my growth n my staff love ❤️ you god bless
Small caps
1) Nippan small cap =5000
2) quant small cap=5000
3) SBI small cap=4000
Mid caps
1) Hdfc mid cap opportunities=4000
2) Motilal Oswal mid cap=4000
3) Nippan india growth=4000
Flexi caps
1) Parag parika flexi cap=4000
They are good to invest, I'm new in investment
Super
Same Mera vi asa hi hain
All these data you shared is in a bull market at an all time high. It may be interesting to see these data in a bear market which give a fair idea of risk and reward. Waiting for your next video.
Hi @Ankur ,
I just saw your 9 months old video where you showed your diversified portfolio. In that you mentioned that you invest 65% in small cap.
Given the information that you're sharing in this video, have you rebalanced your portfolio now ?
How does your current allocation look like ?
I like the way you explain the concepts with the help of examples
Very useful video which has simplified things. Now we know better than to not chase top performing small cap funds
Don't get carried away by the returns, You need to be mindful about the Sensex rally in last 4 years(one of the rare event) which has changed the dynamics of all the mutual funds and these dynamics would not applicable for those investing now, since market is in consolidation phase. I have been actively investing in Nippon small cap since 2017( earlier it is reliance), till 2020 my XIRR always negative. If there is an option see last 7 or 10 yrs returns then the no would reduce to 20% or so.
You can check rolling returns of the fund for checking the returns during different timeframers
Amazing content, please continue with these out of the box type and new information.
My 80% Amount is invested in Small-Cap giving 22%XIRR from last 3 years and recently invested 15% Amount in Mid-Cap Index Fund which has historically given a return of 25%XIRR in the last 5 years whereas, 5% Amount in thematic Fund which is an NFO.
Total XIRR is showing as 17.38% and I'm okay with it, realistic expectation is when you expect between 15-20% XIRR in long term investments!
How is nippon india multicap fund
I m getting 28% xirr in mf
My XIRR is 32.5%
What IS XIRR?
@@nirajdudam8516 Extended Internal Rare of Return, it is calculated as per the fixed frequency of installments in an investment as happens in the case of SIP
Thank you Sir. You have explained so precisely about hybrid mutual fund (aggressive and conservative funds). This has helped me think beyond FD returns.
Simply wow 😮 today my thinking is definitely changed about MF..Sahi hai 😊❤
Thanks a ton for the video sir🎉🎉🎉...God bless you sir🎉🎉🎉...
Thankyou for being a guiding light in the life of people in financial crisis. If possible please make a video and guide us all about the pros and cons and difference between investing in direct mutual funds through AMC's or by opening a CAN account. Which is better?
Invaluable information. Please make a video on the pros and cons of nifty smallcap 250 index fund. It will be really helpful.
I exited quant small cap fund direct growth with a reasonable gain..
Diverting the money to equal weighted nifty 50 index fund
16:21 Ankur Warikoo 😎
16:25 Uncle Warikoo 😂
Amazing content as usual! Really helpful ! Great work Ankur !!
Nice to Digest things of Stock market, well done Ankurji..
You are Digest.. Best wishes for future journey.. 🙏🙏
Excellent explanation of everything 👍
Sir, please do a session on quant fund investing.
Thank you so much for this video sir Ankur Warikoo
I learnt a lot from
It ☺️
Thank you 🙏 , one request, Background music is not required while you are explaining things it's bit disturbing
I agree 👍
The best video on stock market 🤍
Excellent way to teach anyone.. Ankur Sir 👌
I just made 10 cr by trading with proper risk management and proper psychology. Ab woh paisa investing saalu karunga. Trading ak paisa chapne ka jariya hai If you have skill about it and investing mein wealth creation ka machine hai ☺
Phir bhi ek jhopdi me reh raha hai? Ab tak toh ek villa le Lena chahiye tha.
Bhai kuch bhi😂😂
Thanku u sir for teaching us a valueable lesson ❤
Thank you so much.
.. im going to watch it again....
Risk hai toh Ishk hai ❤😂
I've kept much of my savings in cash for safety, but I'm unsure if it's right for retirement. Contemplating investing $400K in stocks, as I've heard investors can profit in tough times. Unsure about my next move.
it's wise to redistribute your capital to mitigate risks during market fluctuations. Consulting a financial advisor can help simplify this process.
Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t really start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@@A_francis well played
Hats off sir.. Beautifully explained... Thank u sir..
Thanks Ankur, you didn't mention momentum investing in large/midcaps
I have gone through most of your videos and they are really helpful. However, I didn't find your videos covering following topics related to brokers. I request you to enlighten us on following points:-
1. Is brokers like zerodha safe to buy stocks?
2.what happens if brokers go bankrupt?
3. What happen to our stocks when we buy them through brokers are the holding ir or is stored somewhere else? If so where are they stored and how safe are they? Can we clam the purchased share if brokers shut down?
4.if brokers go bankrupt how to claim our stocks and related documents as the website and apps of the same broker might not work?
3. Is there any other risk involved related to investors being deceived?
You taught us so much about investing and we are thankful to you. Kindly make a video to clear my confusion on above noted queries.
Amazing sir you're explanation is on point
great sir, thanks
Sir ur doing a great work teaching us🙏❤️
Best video that I have seen..❤❤
Really liked ur video, Sir this is my portfolio of SIP, should I remove any fund or add any any fund instead of, If any modification should I then plz tell me Sir, I m 34yrs old, my Target of sip is for 15 to 20 years.
Quant small cap 2000
Canara small cap 2000
Nippon small cap 2000
Motilal mid cap 2000
Hdfc mid cap 1000
JM mid cap fund 1000
JM flexi cap fund 1000
Parag Parikh flexi 1000
UTI nifty 200 fund 1000
Hdfc defence fund 1000
I'm investing my 66.66% of money in samll cap and rest in mid as those money are not my hard earned but my grandmothers gift to me evey month
This was very informative video on small cap,learnt a lot thanks
Sir, please make a video on SIP, how to buy SIP.
Somehow I missed this little gem, thanks Ankur
GREAT INFORMATIONS, HATS OFF YOU SIR.
Best video thus far from you🎉
Very useful!
Summarizing the alternatives to Small Cap Mutual Funds based on investor risk taking capacity - Flexi Cap, Multi Cap, Large & Mid Cap, Value Funds, Hybrid (Aggressive / Conservative) Mutual Funds.
Please make a video on multi-asset fund like equity, gold, real-estate, crude oil, debt and cryptocurrency etc 😊
Well explained. Didn't really get difference between multi and flexi cap.
Thanks for this informative video
Great knowledge, thanks to explain everything
Great advice!!!!
Today I started investing in Quant Small Cap (3k) and Mid Cap MF (1K). Am I right? Is my choice right?
Sip or one time?
Looks like sip, good choice
@warikoo
In recent days, the most effective video
Good but Its also depend in what age we investing. I invest my maximum amount in small cap at age 28. After 15 yr i will shifted stable funds like hybrid and large cap.
What'sApp
+1432
316
0364.
Mutual fund is the best. FM will manage tactfully. Therefore there is no question of tension.
Very informative and helpful, Thankyou !!
Hi Ankur,
Nice video.
Everything cleared.
I have 1 doubt.
Today I am earning 25k pm & planning to invest 5k pm in sip.
Lets say 3k in index, 1k in mid, 1k in flexi cap, step up by 10 %
But after 5 years I hopefully will be having 1 lakh pm job.
Then how can I edit my existing 5k investment to 20k or 30k or 40k pm?
In this type of scenario, I prefer Contra type of funds where undervalued stocks are bought by fund managers.
Truly useful sir.
As Always Valueable Content 💥
You are the superb one
Wow Ankur amazing explanation ❤
Good idea 💡
Hi sir nice knowledge
But please make a video in which you buy a stock and manage for some days ,and this will help to all of biggners whi is going to start investment.
What'sApp
+1432
316
0364.
I have started sip last month. below is my portfolio.
1. ICICI prudential Nifty50 index fund - 40K
2. Motilal oswal Nifty midcap 150 index fund - 20K
3. Motilal oswal Nifty midcap 150 momentum 50 index fund- 10K
4. Quant multi asset fund - 10K
please let me know if this is good portfolio for long term of 10 years with 80k per month. Expecting overall 12% returns.
Quality talk
Excellent analysis 😊
Ankur Sir pls make some videos on US stocks. We want a separate video on VOO vs VOOG vs VOOV and also vs NASDAQ. It is hard to invest without proper knowledge. In your earlier videos you said to invest in Vanguard. But in which vanguard should I invest? Is it VOO or VOOG or VOOV. Pls make a separate video sir. I searched in UA-cam many times, there isn't a single video about this topic. You just got a new topic. Pls sir make a new video. After your clarification I will invest. All procedure is completed in INDmoney. I just need to make sure in which Vanguard or NASDAQ should I invest. Pls sir. Thank u. Love from Kolkata.
Whatsapp.
+1737.
279.
2044.
Sir 1.5x speed me sune me acha lgta hai 🎉
Great video
Thank you for such a valuable information 😘
Thanks for the excellent information sir, But have glance at Quant Mutual funds they are giving more returns that nippon india
I dont understand why are you looking at CAGR in all cases. Instead look at rolling returns and probability distribution in various return brackets of different funds for different years or capture ratios of different funds... That will give a more balanced information about their performance rather than looking at CAGR at all time high
which MF is best in terms of rolling return
Sab kuch bouncer Gaya Sir, I think I need to learn a lot I'm knowledge deficit.
Good morning sir
Your every vedio is very power ful inspiring.
So please suggest me which is the small cap fund start sip.
Quant
Highlights for me when u say dhukh dhukh wala 😂thnks sir your video helps me alot
Thank you
Very informative video really nice
Thank you sir for sharing informative videos 😊
Sir, please do a comparative video on quant mutual funds, can we rely on them for wealth creation in long term?
very useful thankyou ❤
very interesting.
Sir please make a video on *UTI Small cap fund*🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
Awesome video. ❤
Thank you for the info sir, I have recently switched my funds to small cap, I will pivot from here to flexi or multi cap
I think one issue is that no one speaks about the taxes involved in MF investing . Can you please do that @Ankur? Thanks.
Excellent , Thanks bro.
thanks sir ji😊
As we are promoting investment.
Please make a detailed video to file ITR 2 (DIY).
Please, come up with similar video on ETF in comparision with MFs
I want some advice.....
My stipend is around 55k and my annual clg fees is 1.25 lakhs
Should I.....?
1) Save 10k per month for 12 months (may be as RD)
OR
2) Bulk save in the last 2-3 months (invest initially for 9-10 months and then stop investing and save for fees in the last 2-3 months)
I am here after reading ur book Do epic shit very intresting and knowledgeable book ❤️😊
Quant Small Cap Fund Direct Growth vs Motilal Oswal Midcap Fund Direct Growth best konsa Bala hai sir please bataya
you should have added balanced advantage funds or dynamic asset allocation funds which is best for lumpsum investment
4 jun ko invest kiya 12 % return 15 days me small mid cap