Motilal Oswal Nifty Microcap 250 Index Fund - Detailed Review
Вставка
- Опубліковано 11 лип 2024
- In this informative video, we delve deep into the world of the Nifty 250 Microcap Index Fund, providing you with a detailed analysis and insights for the year 2024. Discover the performance trends, key takeaways, and expert recommendations to make informed investment decisions.
📈 Key Takeaways:
- Overview of Nifty 250 Microcap Index Fund
- Historical Performance Analysis
- Investment Strategies and Portfolio Allocation
- Expert Insights for 2024
- Risk Assessment and Mitigation
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00:00 Start
01:39 Eligibility Criteria
05:42 Reconstitution & Rebalancing
06:39 Recent Changes
08:05 Top 10 Index Constituents
09:11 Sector Allocation
09:41 Trailing Returns (TRI)
11:04 Calendar Returns
14:14 Rolling Returns
15:08 Risk Ratios
16:09 Conclusion
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LEGAL DISCLAIMER:
Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.
I am doing 1/12 of my monthly SIP here since July 23. Sitting on 20% gains already
I've No word to appriciate u...such a great analysis. Simply greater than greatest.
Thanks for sharing such in depth knowledge ❤
Excellent presentation !
Excellent presentation and conclusion
Thank you.
Thanks sir🎉🎉
Hey Gaurav ! Excellent set of info and insights. Kudos!
Nicely explained. Thanks a lot Sir. 🙏😊
Thanks for the insights
Wonderful input with pros and cons
Excellent analysis.
Thank you gaurav sir for such an interesting and relevant video
Very informative and helpful content. Thank you.
Thank you for analysis this index fund
Excellent informative review, looking forward for more such reviews.
Very deep and detailed analysis
Very nicely explained sir, thanks
Very great insights ...🎉
I just started on this fund
Gaurav's Deep dives are the best❤
Excellent presentation
Great analysis sir , people should understand their risks profile before investing in such fund
Sir realy you are a trustworthy person . I can believe you
Thank you so much sir for this comparison
Thank you for the value information
Good analysis 👍🏼
Very thought provoking video
Very informative & neutral analysis.. Hope everyone is benefits from it. Just as a plain mf allocation, 25% in large cap funds, 50% in Midcap and flexicap funds and 15% in small and microcap and 10 %in gold.... is it ok?
Sir isme bhi direct or regular hai ....konsa lena chailey...Aur fark kya hota hai
Your analysis of stocks & ETF's is very detailed & informative
It gives confidence to invest more in market & stay invested & buy more in dip
I request you to make video on
Motilal Oswal S&P BSE 500 enhenced value ETF
I am doing SIP in same fund for 4% of my total SIP amount.
Which date you start your sip and how much return you got this sip ?
what someone achieve by doing small sip in any fund.
@@souravroy2244 I started from FPO and current absolute return is 26% and XIRR is 98%. But need to consider risk of loosing 50% of valuation in any year.
@@kaushiksoni2775 I am doing this small amount as a part one goal which is 20 year away. There is risk associated with this fund but reward ratio is also good.
I am also invested from NFO with 4.5k SIP , xirr now 140%😊
Very informative video
Since i have investment frame of 15-20 years is it okay if i allocate 1/5th of my sip to this fund?
Please make a video on Nifty Alpha Low Volatility 30 Index
I saw the constituents but now im confused why is something like VRL logistics that is a big company in a microcap segment .... Even its market cap is above 5000 cr
How will the probabilities change if SIP is involved...
I have invested in this fund lump sum few months back.
Sir... Similar video is needed for Nifty 50 index Fund... Thankyou in advance.
Teaching is an art and he knows it
sbi has also started the same .. can you also create a video for that
Good Video.. Actually there are lots of bad companies in nifty small cap 250 index fund, and again there is more bad companies in microcap 250 index fund.. And its passively manage fund, fund manager have no right to remove that companies even if he knows. So in long term it wont beat Actively managed small caps Funds . Its totally my own opinion.
There are plenty good company also in microcap which can give very high returns
@@RohitKumar-mb1js yes of course. But in micro cap fund winning stocks will be less as compared to higher market cap index. And even if there is good stocks in micro cap imdex it will go to small cap fund in its the initial growing stage only. So better to go for diversified portfolio and rebalance periodically.
Please also analyze Smallcap 250 Index fund
Is it better to invest in lumpsum in mutual funds or direct stock for better returns 💰💵
Any Suggestions me..70k salary Pm ..How much can i invest monthly and how many years i still hold on fund.,,plse guide me.
Meine 500 rs sip Kiya hai kam se kam 30 saal ke liye
In next video make a video on core mutual fund portfolio for all season like retirement goal core portfolio minimum horizon is 15-20 years
Indian stock market dynamics are changing very rapidly so can SEBI change the broader market index constituents once in 3 months instead of 6 months...?
Growth poetfolio mein, hdfc, polycab, titan rakha hai, kitni hi growth ho ri
Etf ka kya naam hai iske
Quant manufacturing fund review
Cod nem ka he?
What is the expense ratio and exit load?
Great analysis but not for me. I'd rather stick to the Model Portfolio - Small & Mid Cap.
Small caps have run up too much. There is a recency bias.
Yadnya could consider a very high risk Microcap Portfolio. You guys could pick 20 Microcap scrips.
It would of course be a bumpy ride for Ultra high risk investors.
Sirji Good Day, How is Nifty Small Cap 250 index Fund? I think this fund is lesser volatile/riskier than microcap index fund. What is your opinion? Please reply, Thanks & Regards, Ganapati 🙏🙏🙏🙏🙏
yes
Reliance power is still alive😮
Speed 1.5x
Shukra huzur ❤
Sir is ETF available for this Index fund ??
ETF of this fund is badly required
ANY IDEA ABOUT SIR HDFC DEFANCE FUND
Also i invested but not booked profit....
impact cost means something else
Definition: Impact cost is the cost that a buyer or seller of stocks incurs while executing a transaction due to the prevailing liquidity condition on the counter. In other words, it represents the cost of executing a transaction of a given security, with a specific predefined order size, at any given point in time.
E.g seller wants to sell at price 100.1, buyer wants to buy at 100, then 0.1 is the impact cost.
What should be the minimum idle holding period for investment in this fund ?
10 year horizon he said
@@kishankalariya thanks. But generally even smallcap fund’s idle holding period is 10 years, so I wonder how is it same for micro caps funds too.
@@Sandeesh_Srikantam They are more volatile than other caps so I think during bear phase they go down more so obviously you need some long horizon to see outperformance from them.
@@kishankalariya exactly ! So what do you think would be the idle investment period ?
@@Sandeesh_Srikantam I believe more we sit idle with investment, we get more returns due to compound effect, it's like sacrificing current luxury for future life
Multi cap, flexi cap, large and mid cap, focused fund, 4 diversified funds invest for long term no other funds needed
May be for you. Mid and small cap funds definitely need to be there if you wish to generate more alpha.
multi (all MF have 45 % large cap 40%mid on average)
flexi(70%large cap 20% mid )
large and mid(50% large cap 40 %mid)
looking these where is diversification?
Very wrong strategy if want to accumulate wealth, if u want to preserve waelth thats a different thing
@@nabeelnm7183 that's why not a good strategy. Keep small and mid away from your core folio. Flexi is acceptable. Else during crash your entire portfolio will crash really hard
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Mentor Sir Which is better Motilal Microcap or Nippon Smallcap or Quant Smallcap or Quant Infra or SBI PSU or Bank of India Flexicap
I think quant small
But in my opinion... bandhan small cap fund is the best...
Sirji Good Morning, Nice info. but this index is highly volatile. This fund is not good for long term investors. Most of the companies under this fund may close down anytime. Thanks & Regards, Ganapati 🙏
U r wrong, It's good for long term not good for short term
Ulta bol diya aap… it’s good only for long term… 10 years and above
🙂👍🏻
You haven't heard Titagarh?? 😢😢
Micro cap ETF cannot beat activity managed small cap mutual fund.....compare with small cap fund , not index....... people eill understand they don't need to take this risk to get lower returns than actively managed small cap mutual funds.
Sir etf hai iss micro cap ka?
No, only mutual fund from Motilal Oswal
❤sir make a video of axis manufacturing mf
I think this fund is only after for the market consolidation for 2, 3 months or after the downtrend monthly recovery to enjoy bull rally.
Research and buy stocks only it is best way to be rich, they are eating your earnings by taxes and huge fund manager expenses.
Lump sum investment available
micro cap only in name, most of the companies small to mid and even large cap also there..
Mutual fund ❤
I m frst
Like maaro
Waste of time to discuss this fund at peak..i already booked profit in it
Doing sip for 700 in this microcap fund would be good? Plz reply
Lol what peak? U thing it will never reach its peak in the next 20. Years
Bhai aapko salute hai.. Mutual fund scheme ko bhi share price ki tarah peak or bottom samjhte ho
Minimum waiting time for this i hav done sip . How long i should be in this ?
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