How to use Index Funds?
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- Опубліковано 20 лип 2024
- Watch Investors' Hangout to discover index fund options and how to choose wisely.
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Here are the key takeaways:
* Index funds are gaining popularity due to their simplicity, ease of understanding, and cost-effectiveness.
* Index funds are not immune to market volatility. Investing for the long term, staying consistent, and avoiding panic during market downturns is crucial.
* A straightforward approach involves allocating 25% of funds to a debt fund and 75% to a Nifty or Sensex fund.
* Consider allocating funds to various market segments, such as large-cap, mid-cap, and small-cap index funds, for a more diversified approach.
* For global exposure, consider international index funds, such as NASDAQ 100, FANG+, or Hang Seng Index.
* When choosing the best-suited index fund, prioritise factors like low expense ratios and lowest tracking error.
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Chapters:
00:00 Introduction
00:34 What explains the popularity of index funds?
02:14 How to use index funds to build a robust portfolio?
05:05 How to choose the index fund best suited to your needs?
06:30 Viewer's question: For the long term, is it okay to invest in small cap funds?
08:04 Key Takeaways
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Really I liked this video about investing in Passive Index Funds.
Glad you enjoyed it!
Thank you Dhirinder sir for bringing a Good view of index fund.
Always welcome. Keep watching!!
This man vehemently opposed index funds just a few years ago.
Totally agree
😂
The only constant In this world (Things change.. situations change.. People change..) is change!
Yeah. Thankfully he changed his perspective now.
At least truth enough to change opinion when situation changes. I appreciate it
Yes and that's why his opinions are taken with a fistful of salt by investors who understand nuances a little bit. Credibility hit.
Thankyou very much Dhirendra Sir. Very well explained and presented.
You're most welcome
Thank you Dhirendra, Ruchira & team👍
You're welcome
Most of the passive index funds are rated 3 stars or less on VR. May I know what that is the case ?
Cause they never beat the benchmark due to the expense ratio and tracking error
And they are not good at downward protection
Thank you. Can I sell my existing mutual funds and reinvest into index fund?
What do you think about equally weighted index funds?
Invest consistently atleast for coming 5-10 yrs..you can see the huge profit in your portfolio
Hang Seng INDEX is down 50% in last 4 years...
such scenario can happen here also
You don't need any rating for investing
5:22 You said that your magazine has a Index Fund Scorecard. I have the magazine of Jan 24 and there is no such Scorecard for Index Funds.
Maybe it's a one time thing in your magazine but you're making it appear like a regular feature.
It's a regular feature in Mutual Fund Insight. Request you to turn to Page 82 (Jan 2024 issue) and Page 88 (Feb 2024 issue) for the same.
Found it. Thanks
Kindly tell me the subscription system of Value Research Monthly Megazine.......please...
Please use this link to check subscription details
shop.valueresearchonline.com/magazines-books/mfi/mutual-fund-insight/
@@ValueResearchvideo thanks Sir please.....already subscribed the megazine, which contains valuable articles and information....👌👌🙏
If large cap mutual fund houses cant beat index funds then why should investirs invest in activeky managed large cap funds? Why cant sebi get involved here and tell them that if you cant generate regurns for investirs then better shift their investments to index funds and return their expense ratio amount.
Active large cap cant beat passive counterpart consistently not always. Sometimes they may, sometimes they may not.
They don't beat index only during bull market. During bear phase the story flips. So it depends on overall cagr of a long period. Like for example if hdfc keep on falling then the index will fall heavily. On other hand active managers can reduce the exposure but in index it will stay at 12%
Downside protection is also important