Quant Small Cap Fund: Over 300% return in 3 years | Should You Invest In Quant Small Cap Fund?

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  • Опубліковано 25 жов 2024

КОМЕНТАРІ • 107

  • @Oceansta
    @Oceansta 9 місяців тому +2

    Why is it called Quant Small Cap fund if the top holdings are as follows:
    Reliance Industries Limited 9.78
    Hindustan Copper Limited 3.73
    Adani Power Limited 3.31
    Jio Financial Services Limited 3.23
    BSE Ltd 3.13
    IRB Infrastructure Developers Limited 2.92
    RBL Bank Limited 2.75
    Arvind Limited 2.69
    Bikaji Foods International Limited 2.63
    Punjab National Bank 2.06
    Equity & Equity Related Instruments 97.85
    Money Market Instruments and Net
    Current Assets 2.15
    Grand Total 100.00
    Last I checked, none of these are small cap companies.

  • @dpsm2008
    @dpsm2008 Рік тому +5

    Great analysis! Thank you. I am planning to invest in this fund. That's why came here.

  • @own_words_kp
    @own_words_kp Рік тому +8

    Maine genius activation liya hai aur meko axis blue chip fund me achha return aa rha tha , yelog ke genuine walo ne meko alert diya ki under performance de rha exit kro aur meko irritate krwa k exit krwa diya, after one month i watch nav growth ab meko smjh nhi aa rha under performance me 3 saal me 20k ka profit 2k investment me glt kese tha.
    Aur yelog customer number v nhi diye hai jo baat kr sku
    Ab soch rha pure funds ko dusre app pe shift krke I'd hi bnd kr du et money se

    • @akashkumardash6918
      @akashkumardash6918 Рік тому +3

      Sahi baat hai Bhai. Aaj kal funds underperforming bol bol k exit karaane kausis kartein hai. Genius toh ekdum fake hai. Genius mein ye log apna funds bechte hain. Isliye meine Genius subscription cancel kar diya. Looks like ETMoney Aaj kal ek product selling app ho gayaa

    • @own_words_kp
      @own_words_kp Рік тому +3

      @@akashkumardash6918 ha yr phle sahi tha ab fund bech rhe genius primium me hi ja rha profit abhi 4 month se isse achha to mera khud ka tha yelog chutiya kat rhe ajkl

    • @akashkumardash6918
      @akashkumardash6918 Рік тому

      @@own_words_kp Baat sahi hai Bhai. Immediate Genius subscription cancel kardo and Genius related investment b cancel kardo. Apni tarika se investment Karo. Mein toh Aaj kal funds comparison b ETMoney se nahin kar raha hun. Mein ya toh Valueresearch se karta hun ya moneycontrol se.

    • @ETMONEY
      @ETMONEY  Рік тому +1

      Hi,
      I think aap do cheeze confuse kar rahe hain. Jo fund underperform kar hain woh hum appko batate hain. Yeh underperformance category and benchmark se comparison kay baat aapko baatayi jaati hain. Woh Genius membership ka part nahi hain aur har koi dekh sakte hain. Toh woh ek relative performance batata hain and woh koi recommendation nahi hoti.

    • @ETMONEY
      @ETMONEY  Рік тому

      Agar aap ek fund jo apni category aur benchmark ko beat nahi kar pa raha usme invested rehna chahte hain, that is your choice. Our aim is to inform and give you a framework to see your portfolio's performance. Ab dusri cheez par aate hain. Woh hain Genius. Agar aap Genius recommended portfolio main invest karte aur har mahine rebalance karte toh you would have noticed ki pichle saal ki volatlile market main isne kitne ache se downside protect kiya hain aur market kay relative better perform kiya hain. Genius ko magic nahi hain jo hawaa se returns create karke dega. Humne har baar kaha hain, Genius ka fundamental approach hain ki risk to control karo, returns toh ban hi jayenge. Agar aap returns chase karte rahenge toh woh ek random investment approach hain, strategy nahi. Genius gives you a asset allocation based approach. We can keep telling on. Net net, Ge

  • @happygilmor1
    @happygilmor1 Рік тому +15

    Sir Can you please put up a vlog on financial planning for single Unmarried people at their 50s and couples without children..I believe they have a different financial requirement in comparison with people with families of their own....big fan of your ET Vlog..keep up the good work

    • @ETMONEY
      @ETMONEY  Рік тому +6

      Hello, thanks for your suggestion. I will forward it to our content team. Stay tuned.

    • @mayachinni4241
      @mayachinni4241 Рік тому +1

      Get married

  • @barkurnag
    @barkurnag Рік тому +8

    Your analysis of Quant Small Cap Fund was quite revealing & informative. In fact I hv invested a substantial sum in this Fund (direct plan) since a year, & now happy to note on hearing you that my choice was not bad after all ! Well, I look forward to hear more abt other funds. Also inform whether I can access your earlier similar incisive analysis on ither funds ? If so, where can I find them ?

    • @ETMONEY
      @ETMONEY  Рік тому +2

      Hello, thanks for liking the video. We will try to do more such fund analyses in the future as well. Please check our video library at www.youtube.com/@ETMONEY/videos for more insightful videos.

  • @robinraheja9
    @robinraheja9 Рік тому +3

    Summary is invest less according to your risk appetite 😊

  • @akashkapuur
    @akashkapuur Рік тому +3

    Beautiful analysis. Loved the video.

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, thanks for liking it. Stay tuned for more such insightful videos.

  • @sonumeena6878
    @sonumeena6878 Рік тому +5

    पिछले 3 साल मैं 300 प्रतिसत से ज्यादा रिटने तो निफ़्टी small cap 250 index ने ही दे दिया। है अब अगले 3 साल मैं 300 प्रतिसत रिटने लाकर दिखाओ। तीन साल पहले तो मार्केट गिरा हुआ था और अभी hall टाइम हाई पर है।

    • @Pikoflix
      @Pikoflix Місяць тому

      Bilkul Sahi baat

  • @dominicv.k8939
    @dominicv.k8939 Рік тому

    Now They are Laughing AS A new NFO small cap fund. Is it same old fund style or different?

  • @mail2viveks
    @mail2viveks Рік тому +19

    I just care about how they are managing risks and generating alpha for me!

  • @ben4wisdom
    @ben4wisdom 9 місяців тому

    Also - Previous performance is never an indicator for future performance.

  • @kmrao06
    @kmrao06 10 місяців тому

    Very nice analysis!

  • @AmitSaini-lz1mo
    @AmitSaini-lz1mo Рік тому +4

    Could you please make a video on ITR filing for all kind of returns received from REITs (e.g EMBASSY REIT)

    • @ETMONEY
      @ETMONEY  Рік тому +1

      Hello, thanks for the suggestion. Will forward it to our content team.

  • @utubuebharath
    @utubuebharath Рік тому +1

    Very good analysis of the fund. Thanks.

    • @ETMONEY
      @ETMONEY  Рік тому

      Thanks for liking the video. Stay tuned for more insightful videos.

  • @mailavenkat6238
    @mailavenkat6238 11 місяців тому

    Hii sir, good information...
    Is it right time to invest in this fund in SIP mode for next 5 years..... Please respond....

    • @ETMONEY
      @ETMONEY  11 місяців тому

      Hi,
      Whether you should invest in a fund or not depends upon your risk-taking capability. Small cap space can be extremely volatile and if you are thinking of investing, please be ready for wild swings in short to medium term and invest for at least 7 years in them.

    • @mailavenkat6238
      @mailavenkat6238 11 місяців тому

      @@ETMONEY thanq sir..... 👍

  • @viewthis4161
    @viewthis4161 Рік тому +2

    I have seen thier portfolio of stocks it termed as small cap but if major holdings is in reliance industries, HDFC bank and ITC, LTImindtree etc all are large cap stocks. Why they are not stick to thier fund names? All small cap stocks should be added to stocks.

    • @koushikmediga8397
      @koushikmediga8397 6 місяців тому

      no to maintain some minimum guarantee they invest in large/mid caps also small caps percentage share doesn't exceed more than 65% in any fund

  • @pntiwari4937
    @pntiwari4937 Рік тому +1

    The MF fund a show best result. Do not show 2022 result. What is great if he'll broke out in 2020 ? Any body who bought anything made money. The decline started from Oct 2021 and a great lesson was learnt and that is do not do SIP invest lump sum on decline and be winner. Keep on building cash in Bandhan Bank or Small Bank which give 5 percent on deposit and wait for opportunities. Opportunity comes at least once in a year.

  • @MonalisaBiswas-y9y
    @MonalisaBiswas-y9y Рік тому +2

    SIP for this fund for big amount like 50000 is a good choice??? As I need money in short term, and it shows great return in 3 years!

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, while investing in small-cap funds, you must have at least a 7-year horizon as these funds can be very volatile in the short term and can result in a loss. Also, you should invest in a small-cap fund only if you have the required risk appetite and if you can tolerate the volatility involved. It's advisable to avoid investing in them for short-term gains.

    • @PS-tt2pb
      @PS-tt2pb Рік тому +1

      ​@@ETMONEYcan i invest one time 1 lakh for 3 years in small cap fund

    • @narutofanyt7337
      @narutofanyt7337 Рік тому +1

      ​@@ETMONEYhai bro can I invest in small cap fund one time -1 lak for 3 yrs?

    • @PS-tt2pb
      @PS-tt2pb Рік тому

      @@narutofanyt7337 same question , did u get ur answer...?

    • @narutofanyt7337
      @narutofanyt7337 Рік тому

      @@PS-tt2pb not at all ,u CAN'T trust these companies man,, its all depends upon ur wish though, im researching deeply

  • @jatinmodi4373
    @jatinmodi4373 Рік тому +11

    Hey you didn’t cover a very important point - as the AUM increase it is more difficult to sell in bulk and you are looking at last 3-4 years but if you look at the fund in last 2 years where it’s AUM has gotten huge, you will see returns diminishing in comparison to benchmarks
    I think it will not give such high returns in the upcoming years

    • @sandeepguleria7534
      @sandeepguleria7534 Рік тому +3

      If I get 15 to 25 percent return in 10 to 20 years I will be happy.

    • @ETMONEY
      @ETMONEY  Рік тому +12

      Hello, you are right. A large AUM tends to affect the returns of a small-cap fund as it finds it difficult to deploy its assets. However, at Rs 4,000 crore, the AUM doesn't seem to be too stretched. Nippon India Small Cap, one of its peers, has about Rs 29,000 crore in assets and has still managed to do well.

  • @shakeelreddy2949
    @shakeelreddy2949 Рік тому +1

    Can we invest 30 years in quant small cap fund

  • @Aayush_F
    @Aayush_F Рік тому

    I want to invest 5 years 60000 in quant small cap fund 285% return in 5 years

  • @Rexyumnam123
    @Rexyumnam123 9 місяців тому

    Is it safe to invest in quant small cap fund ?

  • @padaladileep5906
    @padaladileep5906 10 місяців тому

    Good analysis

  • @pntiwari4937
    @pntiwari4937 Рік тому +1

    Did you inform the viewer three year ago. 2020 is an aberration year when small cap were smashed. Take the return for 2 year. Or you may take reference 2008 bottom which formed in 1st w

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, this fund became a small-cap one only in October 2018. So, around 2020, it was a new fund. We try to bring you our analysis when we have sufficient analytical information.

  • @suryachandran9670
    @suryachandran9670 Рік тому +1

    Very informative

  • @KerryWilliams-j5f
    @KerryWilliams-j5f 9 місяців тому

    Quant small cap fund in et money is not good rating because this reason

  • @christopherraj6948
    @christopherraj6948 Рік тому

    Does this fund has capacity constraints considering its investment into small business

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, an intelligent point to make as small-cap funds do find it difficult to deploy their assets if their size grows. But at Rs 4,000 crore, the size doesn't seem to be too stretched. Compare it with Nippon Small Cap's AUM of about Rs 29,000 crore. In spite of this large a size, Nippon Small Cap is among the top performers in the category.

  • @Decodethemoney
    @Decodethemoney Рік тому +2

    Im investing from 2021 i got 14% return already

    • @ETMONEY
      @ETMONEY  Рік тому

      Great, congratulations!

  • @kalingdarang5020
    @kalingdarang5020 Рік тому

    What is the maximum SIP amount in allowed in quant small cap fund?

  • @mayurinehavishwakarma3200
    @mayurinehavishwakarma3200 Рік тому

    Yha kis kis ne Quant mi sip ki hai ..I m interested for sip in Quant .. please guide me

    • @thakurajeettomar4492
      @thakurajeettomar4492 Місяць тому +1

      Mne ki hai pichle saal nov mai ki thi lumsum or sip dono abhi 47%return mil rha hai

    • @mayurinehavishwakarma3200
      @mayurinehavishwakarma3200 Місяць тому

      @@thakurajeettomar4492 kitna invest Kiya tha apne aur kitna fayda hua

  • @chandangupta4143
    @chandangupta4143 Рік тому

    Wait.... Three year ago when covid hit, market was at all time low.।। That time ur frnd invested now market is at all time high and he is getting 300% .। Not a big deal.।। In fact all funds may given same returns or some of them given even higher.।।

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, true. However, Quant Small Cap did even better than its peers. Please feel free to check the fund page of Quant Small Cap Fund on ET Money for all its data: www.etmoney.com/mutual-funds/quant-small-cap-fund-direct-plan-growth/16925

  • @PrijeshRamani
    @PrijeshRamani Рік тому +1

    Is it good to start now, as all the analysis is of the past data

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, it's a standard mutual fund disclaimer that past returns don't guarantee future performance. So, you are right. We have presented the analysis to you so that you can decide whether you should invest in this fund or not. For more data, you can check this fund's page on ET Money at www.etmoney.com/mutual-funds/quant-small-cap-fund-direct-plan-growth/16925.

  • @ashishchavan1921
    @ashishchavan1921 Рік тому

    Can I invest 25000 pm for next 4-5 years for aggressive returns which is wise or not. I want to reduce my home loan amount.

    • @ETMONEY
      @ETMONEY  Рік тому +3

      Hello, you should invest in an aggressive category like mid-cap or small-cap funds only when you have the required risk appetite and an investment horizon of at least 7 years. These categories exhibit high volatility and can very well show losses over the medium term.

  • @abisheks5272
    @abisheks5272 8 місяців тому +1

    Now AUM is 13000 Cr 😮

  • @sandhya6371
    @sandhya6371 Рік тому

    Good video

    • @ETMONEY
      @ETMONEY  Рік тому

      Thanks for liking it. Stay tuned for more insightful videos.

  • @shantanunakhare6176
    @shantanunakhare6176 Рік тому

    Quants Small cap👏👏

  • @deepikadeepu
    @deepikadeepu Рік тому +16

    I had invested for 2 years and I was almost in loss

    • @ashitoshchougale4857
      @ashitoshchougale4857 Рік тому +7

      ​@truth3864kyo zoot bol rahe ho mene 7 months pahile liya fir bhi 12 % return mila he

    • @deepikadeepu
      @deepikadeepu Рік тому +2

      May be 7 months me change hogya ho...mera overall loss hua... pehle hi itna loss hua ki gain k baad bhi loss me hi Raha overall

    • @pratikshah6762
      @pratikshah6762 Рік тому +3

      Timing matters the most when you buy such funds especially small cap. I guess the small caps are already growing so people who will start now, might not see such good returns

    • @vijaydas9747
      @vijaydas9747 Рік тому +1

      ​@@deepikadeepusip tha ya lumsum

    • @deepikadeepu
      @deepikadeepu Рік тому +1

      @@vijaydas9747 both 2 lumsum and one sip

  • @sanpanjabi
    @sanpanjabi Рік тому

    Not good service account

  • @VinobhanAc
    @VinobhanAc Рік тому

    Do you have an office at Ernakulam in Kerala?

  • @dhrubajyotigoswami9052
    @dhrubajyotigoswami9052 Рік тому

    But in the ETMoney app, the protection from volatility of this fund is mentioned as poor !!

    • @ETMONEY
      @ETMONEY  Рік тому +1

      Hello, you are right. And we have said the same thing in the video as well. This fund is twice as volatile as the category and benchmark.

  • @own_words_kp
    @own_words_kp Рік тому

    Already in 4 month

  • @saikrishna-bx9ql
    @saikrishna-bx9ql Рік тому

    I invested 1 year back and got 34% XIRR

  • @own_words_kp
    @own_words_kp Рік тому

    Phle to CS number start kro baat krni hai

  • @own_words_kp
    @own_words_kp Рік тому

    Hindi bola kr bhai

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, this is our English UA-cam channel. But we speak Hindi as well. Please feel free to visit our Hindi UA-cam channel at www.youtube.com/@etmoneyhindi/videos and you will find many insightful videos in Hindi as well.

  • @sandhya6371
    @sandhya6371 Рік тому

    ET team can you make video for retiring people who get lumsum amount. Also make video in hindi. @etmoney

    • @ETMONEY
      @ETMONEY  Рік тому

      Hello, will forward your suggestion to our content team. For videos in Hindi, please visit our Hindi UA-cam channel at www.youtube.com/@etmoneyhindi/videos. Here also you will find many insightful videos.

  • @krishnatiwari3800
    @krishnatiwari3800 Рік тому +2

    Quant small cap fund in et money is not good rating because this reason

    • @ETMONEY
      @ETMONEY  Рік тому +1

      Hi,
      The ET Money Fund Report Card takes into account the consistency of delivering returns and the consistency in protecting from volatility. The ranking is reflective of performance of fund on those two parameters