I’m your ET Money genius member and in my portfolio there is small cap index fund. Small caps should actually give boost to the portfolio but here across timeframe, it is not performing well then why genius recommends it?
Hello, that's a great question, Vijay. If you are a Genius member for long, you would know that Genius allocations are dependent on multiple market factors like Valuations, Price Trends, Inflation and Interest Rates. Due to these the allocation is never static for in any specific market cap index fund. The dynamic adjustments to allocations actually help entering and exiting in such way that the limitations of staying invested at all times in small cap index are overcome and add to overall returns. You would have seen this since April/May 2023 till now where allocation to mid or small cap has been at elevated levels and that had added to outperformance despite lower equity allocations. Moreover, the allocation to small cap wasn't as high for entire 2022. Genius prioritizes asset allocation and dynamic management within the specific assets, whereas this video is about the risk-return profile of the Nifty LargeMidcap 250 index.
Sir, plz answer. Query - Which is more economical SIP strategy (for >5 yr ) (A) 5K each in Nifty 50,Nifty next 50, Midcap 150. Orrrrr (B) 15 K in Large midcap 150 index. Accounting Expense ratio, MF charges, Taxes etc
Investing in index funds will always be economical compared to active funds. Now if you are happy with returns similar to the market and don't want to worry about fund performance, you can go the index way
Sir, thank you for replying. First of all Your videos on index /Mutual funds are amazing. But in my query, all funds in (A) are index funds i.e nifty 50 index, nifty next 50 index, midcap 150 index. And fund (B) is also index fund. Both have the same components, but i think option (A) provides more investing flexibility. Don't know if this leads to more expenses,taxes. If its a incompatible query,,,plz ignore.
Hello, we have considered the Nifty 100, which incorporates both the Nifty 50 and the Nifty Next 50 indices. Nifty 100 is a more comprehensive benchmark for large-cap performance.
@@ETMONEY I agree but my point was for standalone gains nifty next has outperformed. Nifty index is very skewed towards 15-20 scrips.. so it's better to split the investment into sensex 30, nifty next and midcap for reasonable alpha
@@trendsofmarketindia7232That was my concern as well.. Am using this fund but am missing out on Next50.. But i think over longer run NN50 is same as Mid150.. so I don't care anymore as this 1 fund does it all
Sir, This video is more useful.... Plz suggest me.. Which one is best for SIP ? Edelweiss nifty large Midcap 250 index fund or Zerodha Nifty LargeMidcap 250 Index Fund
Hello, thanks for your interest in becoming a Genius member. Currently, Genius has only 1 plan which offers a way to invest in short, medium and long-term investment plans which have exposure to equity, debt and gold based on market conditions. The price is Rs 249 per month, but currently there is a limited time promotion offer that allows you to get it at Rs 149 per month for the first 12 months.
A very informative and insightful video .. thanks for it
Mirae asset large and midcap is in my watchlist. Since market has corrected a bit. I'm going to start a new SIP.
This is very good index, not many actively managed Large Midcap fund can beat this index in 5-7 years timeframe.
cause it is a bullmarket. during crash the story flips
Right
Large and mid cap funds of Canara Robeco and Mirae Asset are doing well. Please check on them.
I’m your ET Money genius member and in my portfolio there is small cap index fund. Small caps should actually give boost to the portfolio but here across timeframe, it is not performing well then why genius recommends it?
Hello, that's a great question, Vijay. If you are a Genius member for long, you would know that Genius allocations are dependent on multiple market factors like Valuations, Price Trends, Inflation and Interest Rates. Due to these the allocation is never static for in any specific market cap index fund. The dynamic adjustments to allocations actually help entering and exiting in such way that the limitations of staying invested at all times in small cap index are overcome and add to overall returns. You would have seen this since April/May 2023 till now where allocation to mid or small cap has been at elevated levels and that had added to outperformance despite lower equity allocations. Moreover, the allocation to small cap wasn't as high for entire 2022. Genius prioritizes asset allocation and dynamic management within the specific assets, whereas this video is about the risk-return profile of the Nifty LargeMidcap 250 index.
@@ETMONEY thank you for clarification, this makes sense
Sir, plz answer. Query - Which is more economical SIP strategy (for >5 yr )
(A) 5K each in Nifty 50,Nifty next 50, Midcap 150. Orrrrr
(B) 15 K in Large midcap 150 index.
Accounting Expense ratio, MF charges, Taxes etc
Investing in index funds will always be economical compared to active funds. Now if you are happy with returns similar to the market and don't want to worry about fund performance, you can go the index way
Sir, thank you for replying. First of all Your videos on index /Mutual funds are amazing. But in my query, all funds in (A) are index funds i.e nifty 50 index, nifty next 50 index, midcap 150 index. And fund (B) is also index fund. Both have the same components, but i think option (A) provides more investing flexibility. Don't know if this leads to more expenses,taxes. If its a incompatible query,,,plz ignore.
Correction* Largemidcap 250
Key point is missing.... Nifty next index should have been added for comparison.
Hello, we have considered the Nifty 100, which incorporates both the Nifty 50 and the Nifty Next 50 indices. Nifty 100 is a more comprehensive benchmark for large-cap performance.
@@ETMONEY I agree but my point was for standalone gains nifty next has outperformed. Nifty index is very skewed towards 15-20 scrips.. so it's better to split the investment into sensex 30, nifty next and midcap for reasonable alpha
@@trendsofmarketindia7232That was my concern as well.. Am using this fund but am missing out on Next50.. But i think over longer run NN50 is same as Mid150.. so I don't care anymore as this 1 fund does it all
Nifty100 funds have more weightage to nifty50. Is it correct? If yes then adding nifty next 50 to comparison makes sense.
As a beginner, what should I choose Nifty 50 or Nifty largemidcap 250 for SIP
if you're young go for 250 if you're 45+ then 50
I was waiting for this videos for a while. Thanks
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Sir, This video is more useful....
Plz suggest me.. Which one is best for SIP ?
Edelweiss nifty large Midcap 250 index fund or Zerodha Nifty LargeMidcap 250 Index Fund
hi am planning to invest which one did u do ?
My dsp nifty largecap index sip gave me around 30pc in around 9months..not a bad decision
I'm looking for a good detailed analysis video of Nifty MidSmallcap400 momentum Quality 100. Seems it delivered wonderful returns over long term.
I do it on Edelweiss and my only fund
Where to buy the large midcap active funds
What is the difference between nmidcap 250 mutual fund and large midcap 250 mutual fund?
@gjw1wj721 thanks. My question was, what is the difference?
Need a best multicap fund to invest for SIP
I have been Investing in Quant Active fund (Multicap category) and Nippon India Multicap Fund. Both are good. You can consider any one of them.
Thanks for your valuable video
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Zerodha MF is not available on ET money
I hv zerodha largemidcap 250 fund
How's it doing?
U will be 2 crore pati soon
Good evening Sir...I want to become ET money genius member. Pl share various plans with payment options. Thanks
Hello, thanks for your interest in becoming a Genius member. Currently, Genius has only 1 plan which offers a way to invest in short, medium and long-term investment plans which have exposure to equity, debt and gold based on market conditions. The price is Rs 249 per month, but currently there is a limited time promotion offer that allows you to get it at Rs 149 per month for the first 12 months.
I have Motilal Oswal Large and mid cap Direct Growth Fund
Zerodha and groww mf are not available in your app
Hello, we are in the process of adding more AMCs to our platform. Request you to check back later.
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