Explore the ratings, rankings, risk scores, consistency meter, AUM, expenses and returns (in lumpsum and SIP mode over many years) of over 20+ small cap mutual fund schemes on ETMONEY at www.etmoney.com/mutual-funds/equity/small-cap/36 Check out the latest Nifty Small Cap Index values at www1.nseindia.com/products/content/equities/indices/historical_total_return.htm
Hello guys- thanks for video. Is there a link to get the relative index between Nifty small cap and Nifty 50 indices? Like u have shown i n the video? Thanks in advance
Where everyone is scared of investing in small cap and most advisors scare people from small cap funds. There is this man who takes the chance and researches on how to overcome fear by doing good analysis and book profits.
Yes, our research team is working on more categories and beading together data, strategies and actionable content for our viewers. Thanks for your appreciation!
Really appreciate the efforts taken to educate the public. Special thanks to Mr. Padiyar for a realistic opinion of profit booking when valuations are stretched. I was wondering if the methodology for doing the analysis of relative PE b/w Nifty 50 and Nifty Small 250 could be kept in a small spreadsheet in the description. That would be helpful
What is difference in between the Direct mode and ET Money and many more platforms? How much commission is being passed on by MF house to such platforms. How much is the cut. Certainly in corporate world nothing is free.
Another great video, thanks Shankar and ETMoney! I like the fact that you guys take the time and effort to present information based on data (your graphs are insightful) as well as looping in expert opinion to back it up (Mr Padiyar is a well known figure). Thank you and please continue the good work!
Thank you, Rhythm. We learn a lot in these fund manager interactions and have started active threads with research/data teams within AMCs which gives us even more perspectives. Glad you are enjoying the content
Excellent strategic video, as always. Please give us knowledge on where to find historical the P/E ratios and the relative performance of small cap funds, so that we can cross verify it before stepping in and stepping out of investment. I find now that the P/E ratios of many small cap funds are currently around 20 to 25 and I am not sure whether it is high or low compared to historical values. In one of your slides in this video, you have shown historical P/E Values. However, since the y axis is not labelled with any units I am not sure whether it denotes the absolute PE values or a relative percentage. I would really appreciate if you could answer this query.
Much appreciated Payal Agarwal. Yes, we're enjoying bringing these content pieces & realise that teaching is perhaps the best form of learning. What also helps is a lot of participation from our viewers in the form of comments which starts new discussions. Thx!
Thank you for the video. However can you please detail out how do we calculate the relative valuations? Was that a P/E ratio of nifty small cap 250 vs p/e ratio of nifty 50?
Glad it was helpful! Thank you for your kind appreciation And pls comment more .. it's what keeps content creators moving ahead. We spend 4 man-days to create a 15 minute video. Some people fail to recognize that and often pick out mistakes or troll. We'll not go into the why of that .. and frankly, the mind has learnt to block out such nuisances. But sincere appreciation lifts the mind and pushes us to do more and do better. Thanks again.
I like ppfas ,Quantum mf and basically index funds . I have looked at five year and ten year returns of MF and more than 90 percent Mf have given dismal less than 10 percennt cagr . We have to keep in mind that 8 percent cagr by Kvp and NSC .even In this historic bull run
I found your point contradicting to what you've said in a different video which is one should not focus on timing the market so I guess only small caps are one exception to that rule. Nonetheless, great video!
@@ETMONEY Hello again! I just learned that the liquidity of small cap is relatively low that that of mid or large caps, any suggestions regarding this? I was thinking to aim the top 100 small cap companies to deal with this issue, is this a good strategy? Thank you :)
Great video sir but a few points of divergence - is it possible for a mutual funds investor to track P/E ratio and take steps reg their investment or is it the fund manager who needs to manage their portfolio between stocks and cash based on valuation ? Further P/E ratio by itself shouldn’t be seen as a valid measure because even at “high” levels, if a re rating of the economy is expected, that high PE may not be high actually
Thank you Sandeep Patil. Happy to know that our studies are being used in improving one's investing strategy. Many years of investing has shown us that there is no silver bullet. We learn, invest, make some mistakes, learn a little more .. and the cycle continues. What's really helping us is simply talking to as many stakeholders (customers, investors, fund managers, academicians etc.) as possible without any biases, and filtering out the most usable information. Thanks for your appreciation!
It was great video .Based on analysis given by et money i invested in hdfc small cap .Have some few questions please ans it 1. In sip exit load is 1 year is per sip i didnt know that untill few days back if i sell before 1 year There is no warning like you would loss this much so help me 2. There is some sort of returns calculator like i sold some units but how do i how much return i have generated if possible can you tell me how to do that ( in et money it shows Unrealised gain return and annual retun also when i scrolled down i can see booked profit of -117 yess loss of 117 i dont know why please help give me calculation 3.When i invested hdfc small cap had 5 star ⭐⭐⭐⭐⭐ but now i can see 3 star rating only So Please guide me what to do ?? sell all units and exit or hold ?? stop sip ?? please guide Thanks in advance !!!🙌
@@ETMONEY Thanks a ton for reply !! About retunrs wanted to know why there is loss showing in booked profits of 117 because i sold my some units because in unrealized gain it was showing 11% return . Also want to know whats difference between annual return vs unrealized gain return which one i should consider please guide me Also tell me about how the figures in bookes profits tab is calculated .. i dont mind to continue with hdfc small but the fund should be good so tell me is it good fund please tell me ??
Sir monthly sip 500 payment started in 1. In axis bank bluechip fund direct plan growth and 2. ICICI Prudential technology fund direct growth.. Totally 1k In grow app Will I get returns 12% minimum for 3-5 years... Is it good investment
Well researched & very well presented. This is first video which I have seen which has given very much useful information about the small indices itself. Congrats for your hard work.
What’s your take on keep investing via SIP with a long term perspective (10-15 years or more) is the risk mitigated or would you still suggest booking profit irrespective? Thanks
I am honest viewer of this channel and always thought Mr. Shankar makes sense. But this one is not making sense to me. If you continue to buy at dips, the next cycle will see stupendous growth of those accumulated units. Keeping on investing in small cap in down market is great idea. IMO.
Hi , I have 50 lakhs + MF portfolio with 35 k sip in small/larage liquid debt multicap and cr risk fund .. Where to check that investment is going in right direction. Investing from last 10 year and return chgr 8% only ...
Thanks for the video. Its wonderful. But the question is what is overvalued means? What should be the PE for small cap 250. (e.g like nifty 50 PE is 35 and it is overvalued). What PE is over value for a small cap?
Also, for small caps, won't it be better to consider the PE ratio against the median PE over only a short period, like one year, instead of 3 years? Additionally, it may not make sense to invest in small cap index, but rather look at actively managed funds that can actively mitigate volatility of individual stocks that might be different from the index itself and more dependent on the individual fundamentals.
Great work. after 2020, there is a lot of movement in small cap funds (small cap 100 index went up to 12000 (Jan-2022) and currently running up at 9500 (April-2023)). if you can share thoughts on the current status of the small-cap fund and future direction would be highly appreciated.
दादा हम अधिकांश लोग छोटे शहरो से और छोटे रूप मे निवेश करते है , पर आपके विडियों इग्लिश मे होने की वजह से आपकी बात नहीं समझ पाते है , आपसे निवेदन है कि आप अपने सभी विडियों का इक हिंदी भाषा वीडियो भी बनावे...। इसी प्रार्थना के साथ , धन्यवाद.....
High Shankar - This is one of the very few videos providing guidance on the Small caps. Can you send some links for the Ratio chart of values of two indexes.
Very nice video on Small caps. Your insights, data are much appreciated. Please do some videos on recent high performances of Large and Mid caps, Flexi Caps etc.
Very well researched and presented. Above all it’s reliable. Thanks guys. One query is there any specific site where I can look at the comparison between smallcap Nifty 250 index and nifty 50 index? In other words, where should I need to see to determine if the small cap index is 1.1 time of large cap index?
@@ETMONEY Best aspect of referred video was that there was no clutter and the entire duration was focused on information sharing with perfect video quality 🌷
If i have an SIP small cap planned for next 20 years, do i need to consider exiting when valuations are high or stay invested what ever happens.. If i exit, i wil lose the power of compounding. And i can choose to invest lumpsum whenever small cap falls.m please suggest
Hi. The process of using relative performance hasn't changed much from what it was suggested in the earlier video. If there is something drastically different, then we'll explore a follow-up video
IN ET Mpney LumpSum request rejected - reason: Admin Cancellation-Backend (HDFC Balanced Advantage Fund - Direct Plan - Growth Option) . Please advise whats the reason behind this.
Sir I am first time listening you, your style of presentation appealed me a lot. May i Request to come out a Presentation on " Small Case" Mutual Fund.
@@ETMONEY It means an website which is alternative to all mutual funds the name is Small Case. It is thematic investment style which stocks are picked and grouped a person need to have Demat account to invest in Small Case.www.smallcase.com.
Switching from PPFAS Liquid Fund which to select between Canara Robeco Small Cap Fund or ABSL Nifty Small Cap 50. ( From either of these 2 which has more potential for fast n higher growth )?
Sir, you mentioned if valuation of small cap index crosses 10% over large cap valuation index, then try to book some profit. But where can we find this valuation comparison data then ?. Can you please mention that as well. Thanks much in advance for your reply.
Dear Venkat Rao: You have to go to the NSE website and compare the PE of Nifty Smallcap indices with Nifty 50. We don't think there is some published screener here. The link of the webpage is : www1.nseindia.com/products/content/equities/indices/historical_pepb.htm
ET Money, Thanks for sharing in-depth knowledge on this. I just wanted to know the method used for relative performance between nifty 50 and nifty small cap 250. How can calculate on excel, I am already having the data of PE ratios for both on MOM.
Thanks so much for the informative video. Very helpful for retail investors such as myself. I probably didn't understand the ratio calculation very well but I understood the gist. Could you please let me know your view on entering the small cap markets today when the NIFTY 250 small cap PE is 41 ( relatively low because I saw PE numbers of 80 and 100 when you mentioned the small caps were overvalued in your video). But the second indicator in your video shows us that the small cap has relatively grown 30% faster than the Nifty 50 in the last year.
I am also 62 and have analyzed the Companies in AXIS Focused 25 fund. The companies in which they have invested are excellent and I am holding that investment. For small cap two days back started a SIP of 20000 per month in BOI AXA Small Cap fund for one year only. As Small Cap funds are most volatile so here only opportunistic call can be taken. Get out after the Small Cap Index has risen significantly.
Very informative video. Thanks Shankar once again. I really like the ET money app. Would like to see these features as well in the app. I guess your team must be already working on this :) .
Thank you Kalpesh Pathare. The product team are always a step or two ahead of me and are working on some really awesome features. Thanks for your appreciation as always.
Dear Rishi Narang: Pls access the list of small cap funds with rating, ranking, risk scores, consistency, performance etc. on ETMONEY at www.etmoney.com/mutual-funds/equity/small-cap/36
Sir we invest in mutual fund is because we do not have time to see the market. So if we do sip in small cap funds we won't be able to see market. So what approach should we adhere to
Very good information explained in a very nice and pleasing manner with great confidence. Thank you and keep it up. Hope to see more similar videos from you.
I have concern... if i do sip investment in any large cap fund then should i invest into nifty index fund also parallely considering that both funds would be investing in top nifty stocks already Or return from both would b different Please suggest.
Explore the ratings, rankings, risk scores, consistency meter, AUM, expenses and returns (in lumpsum and SIP mode over many years) of over 20+ small cap mutual fund schemes on ETMONEY at www.etmoney.com/mutual-funds/equity/small-cap/36
Check out the latest Nifty Small Cap Index values at www1.nseindia.com/products/content/equities/indices/historical_total_return.htm
Dear Etmoney,,why I can't pay upi payments,please allow me to upi transactions.
Make a video about tata mutual fund on 1year term
Is it worth to do a monthly SIP investment of INR 5500 in Axis small and mid cap fund for 23 yrs for retirement ? Will it give good return?
First of 1st May 2021: is it a good time to invest in small cap MFs? Thanks
Hello guys- thanks for video. Is there a link to get the relative index between Nifty small cap and Nifty 50 indices? Like u have shown i n the video? Thanks in advance
The presenter himself is so assuring and trust worthy. Great work ET money team 👏🏻
Thank you very much Dave SA
No
You added Hindi subtitles. It shows the amount of effort that you guys put it. Really appreciate such high quality free education ❤️
Thanks! It helps more people and made sense to have them
Where everyone is scared of investing in small cap and most advisors scare people from small cap funds. There is this man who takes the chance and researches on how to overcome fear by doing good analysis and book profits.
Excellent !! Looking for some more content on Midcap Funds
Yes, our research team is working on more categories and beading together data, strategies and actionable content for our viewers. Thanks for your appreciation!
Really appreciate the efforts taken to educate the public. Special thanks to Mr. Padiyar for a realistic opinion of profit booking when valuations are stretched. I was wondering if the methodology for doing the analysis of relative PE b/w Nifty 50 and Nifty Small 250 could be kept in a small spreadsheet in the description. That would be helpful
Hey,
By any chance did you figure out the calculation of relative valuation?
I don’t agree on exiting the small caps. Check the 5 yr and 10 yr cagr of best small cap funds , they are always excellent
It defeats the purpose of SIP. You would need someone to hold your hand
No other Channel provides so much in-depth knowledge as ET Money.
I always look forward to new video from ET Money.
This is incredible !!
Much appreciated Neeraj Khurana. Thanks!
Shankar Nath, your presentation, delivery, clear tone, smiling face makes the video worthy
Thank you very much :)
Excellent. This is why small investors should take flexicap funds of multicap funds route to enjoy fruits of small cap. It is as simple as that.
Thanks!
How do we calculate the 1.10x relative valuation for deciding exit timing for small cap index ?
Hey,
By any chance did you figure out the calculation of relative valuation?
What is difference in between the Direct mode and ET Money and many more platforms? How much commission is being passed on by MF house to such platforms. How much is the cut. Certainly in corporate world nothing is free.
Another great video, thanks Shankar and ETMoney!
I like the fact that you guys take the time and effort to present information based on data (your graphs are insightful) as well as looping in expert opinion to back it up (Mr Padiyar is a well known figure). Thank you and please continue the good work!
Thank you, Rhythm. We learn a lot in these fund manager interactions and have started active threads with research/data teams within AMCs which gives us even more perspectives. Glad you are enjoying the content
Excellent strategic video, as always. Please give us knowledge on where to find historical the P/E ratios and the relative performance of small cap funds, so that we can cross verify it before stepping in and stepping out of investment. I find now that the P/E ratios of many small cap funds are currently around 20 to 25 and I am not sure whether it is high or low compared to historical values. In one of your slides in this video, you have shown historical P/E Values. However, since the y axis is not labelled with any units I am not sure whether it denotes the absolute PE values or a relative percentage. I would really appreciate if you could answer this query.
One of the rarest and genuine presenter.. thanks a ton
So nice of you. Thank you very much Vinayak More.
1st like than watch video &
I m already using ET Money App for mutual fund & trust me it's very good & Simple For use
I m loving it 😊😊
Same here. We too liked your comment and then loved it. Thank you for your continued patronage. There is a lot more coming up on ETMONEY
Every video has very high quality content.
Thank you!
Where to check PE ratio and where to check the over valuation and under valuation in et money app.
Very well researched and presented. Above all it’s reliable. Thanks guys
Much appreciated Payal Agarwal. Yes, we're enjoying bringing these content pieces & realise that teaching is perhaps the best form of learning. What also helps is a lot of participation from our viewers in the form of comments which starts new discussions. Thx!
Hii payel.... remember me
Thank you for the video. However can you please detail out how do we calculate the relative valuations? Was that a P/E ratio of nifty small cap 250 vs p/e ratio of nifty 50?
Hey,
By any chance did you figure out the calculation of relative valuation?
I generally don't comment on a video but this video is so much informative n good, i wish I saw this before investing btw invested in 2 small caps
Glad it was helpful! Thank you for your kind appreciation
And pls comment more .. it's what keeps content creators moving ahead. We spend 4 man-days to create a 15 minute video. Some people fail to recognize that and often pick out mistakes or troll. We'll not go into the why of that .. and frankly, the mind has learnt to block out such nuisances. But sincere appreciation lifts the mind and pushes us to do more and do better. Thanks again.
Excellent presentation sir, one thing is very clear, if u can take risk and don't require immediate money then go for horizon at least 7 years for SC
@@ETMONEY definitely sir, it's true.
This video provides great value in small cap investing, importantly in short time.
Thank you
Shankar Nath is an excellent presenter . Very good work by the entire team
Thank you for your appreciation, Rahul Manohar
I like ppfas ,Quantum mf and basically index funds .
I have looked at five year and ten year returns of MF and more than 90 percent Mf have given dismal less than 10 percennt cagr . We have to keep in mind that 8 percent cagr by Kvp and NSC .even In this historic bull run
Good video
Can a similar video be made in 2022?
Based on present situation of small cap funds
Thank you.
Sir should we invest in sips or lumpsum in small cap funds,for better returns
Go for flexicap category.
If we need to look at bull and bear run why do we firat place buy an MF and not invest in stocks/shares directly?
I found your point contradicting to what you've said in a different video which is one should not focus on timing the market so I guess only small caps are one exception to that rule. Nonetheless, great video!
@@ETMONEY well said!
@@ETMONEY Hello again! I just learned that the liquidity of small cap is relatively low that that of mid or large caps, any suggestions regarding this? I was thinking to aim the top 100 small cap companies to deal with this issue, is this a good strategy? Thank you :)
Very important knowledge regarding profit booking in smallcap fund
Thanks
Always a treat to hear from you Shankar sir
Thank you Shubham. Good to catchup.
Great video sir but a few points of divergence - is it possible for a mutual funds investor to track P/E ratio and take steps reg their investment or is it the fund manager who needs to manage their portfolio between stocks and cash based on valuation ? Further P/E ratio by itself shouldn’t be seen as a valid measure because even at “high” levels, if a re rating of the economy is expected, that high PE may not be high actually
First etmoney video with good knowledge
Thank you Amit Gupta
Really informative n very useful..we always used to wait for new informative video in order to take further action...
Thank you Sandeep Patil. Happy to know that our studies are being used in improving one's investing strategy. Many years of investing has shown us that there is no silver bullet. We learn, invest, make some mistakes, learn a little more .. and the cycle continues. What's really helping us is simply talking to as many stakeholders (customers, investors, fund managers, academicians etc.) as possible without any biases, and filtering out the most usable information. Thanks for your appreciation!
It was great video .Based on analysis given by et money i invested in hdfc small cap .Have some few questions please ans it
1. In sip exit load is 1 year is per sip i didnt know that untill few days back
if i sell before 1 year There is no warning like you would loss this much so help me
2. There is some sort of returns calculator like i sold some units but how do i how much return i have generated if possible can you tell me how to do that ( in et money it shows Unrealised gain return and annual retun also when i scrolled down i can see booked profit of -117 yess loss of 117 i dont know why please help
give me calculation
3.When i invested hdfc small cap had 5 star ⭐⭐⭐⭐⭐ but now i can see 3 star rating only
So Please guide me what to do ?? sell all units and exit or hold ?? stop sip ?? please guide
Thanks in advance !!!🙌
@@ETMONEY Thanks a ton for reply !!
About retunrs wanted to know why there is loss showing in booked profits of 117 because i sold my some units because in unrealized gain it was showing 11% return .
Also want to know whats difference between annual return vs unrealized gain return which one i should consider please guide me
Also tell me about how the figures in bookes profits tab is calculated ..
i dont mind to continue with hdfc small but the fund should be good so tell me is it good fund please tell me ??
Sir monthly sip 500 payment started in
1. In axis bank bluechip fund direct plan growth and
2. ICICI Prudential technology fund direct growth..
Totally 1k
In grow app
Will I get returns 12% minimum for 3-5 years...
Is it good investment
Well researched & very well presented. This is first video which I have seen which has given very much useful information about the small indices itself. Congrats for your hard work.
Thank your very much Jasmiine Jeeva. We've replied to your quandry in the AXIS overperformance video too, do have a look.
@@ETMONEY Thank you, let me share this video to my friends group.
Hi Sir., Is HDFC Index Sensex Plan is good for sip investment?
Good analysis. Just subscribed your channel after watching complete video. But I personally prefer etf investing much better than mutual funds .
Thank you Sumit Makhija for your appreciation and for subscribing to the ETMONEY channel
You just earned a new subscriber .. well presented
Thank you
Excellent form of journalism. Thorough knowledge on the subject and way of presentation is very impressive. Good job done by ET money.
Thank you very much Bikram Chatterjee
What’s your take on keep investing via SIP with a long term perspective (10-15 years or more) is the risk mitigated or would you still suggest booking profit irrespective?
Thanks
Same doubt here..
I am honest viewer of this channel and always thought Mr. Shankar makes sense. But this one is not making sense to me. If you continue to buy at dips, the next cycle will see stupendous growth of those accumulated units. Keeping on investing in small cap in down market is great idea. IMO.
Also Tax implication will be high and eating profits.
Taxation is same for all equity mfs..LTCG-10%, STCG-15%
@@mohammadnoumaan838 Yup, true. So when you continue booking your profit, most of the time it will fall into STCG category.
ET money is the best app for mutual fund investing
Waste
Beautifully explained. Really like the presentation pace and content. Kudos to Mr. Nath and team!
Yes, Shankarji we are waiting for the next
Definitely Riteshji. Thx for your patronage over the years.
Hi ,
I have 50 lakhs + MF portfolio with 35 k sip in small/larage liquid debt multicap and cr risk fund ..
Where to check that investment is going in right direction.
Investing from last 10 year and return chgr 8% only ...
Quality of the content is really good, not sure why it has so less views!!
Thx. Do share it with your friends on whatsapp and Facebook to spread the message
Can you provide website/URL from where we can see proper graphs of Small Cap PE ratios..?
Hey,
By any chance did you figure out the calculation of relative valuation or got the website for the graphs?
kindly advise a fund that invest in emerging multibagger stocks only
Loved this! Very well explained! Especially the valuations portion.. learnt something new with this
Thank you Saikath Bose. Glad you found the content helpful!
Hi @etmoney
Can you review small cap index once again now. Is it the right time to buy? The PE is low
Have solved multiple doubts of mine.. Database of wisdom
Thank you!
Good Day Sirji, What about investing in Nifty Small Cap 250 index fund for long term? Waiting for reply, Thanks & Regards, Ganapati 🙏🙏🙏🙏🙏
Right now pe ratio is higher...should we continue to sell now?
Thanks for the video. Its wonderful. But the question is what is overvalued means? What should be the PE for small cap 250. (e.g like nifty 50 PE is 35 and it is overvalued). What PE is over value for a small cap?
Like he mentioned we could compare the small cap's PE to the PE of the Index funds to get a good understanding of the valuation.
sir, what is the good PE and PB ratio for Small cap 250 for investment?
Also, for small caps, won't it be better to consider the PE ratio against the median PE over only a short period, like one year, instead of 3 years? Additionally, it may not make sense to invest in small cap index, but rather look at actively managed funds that can actively mitigate volatility of individual stocks that might be different from the index itself and more dependent on the individual fundamentals.
Great work. after 2020, there is a lot of movement in small cap funds (small cap 100 index went up to 12000 (Jan-2022) and currently running up at 9500 (April-2023)). if you can share thoughts on the current status of the small-cap fund and future direction would be highly appreciated.
दादा हम अधिकांश लोग छोटे शहरो से और छोटे रूप मे निवेश करते है ,
पर आपके विडियों इग्लिश मे होने की वजह से आपकी बात नहीं समझ पाते है , आपसे निवेदन है कि आप अपने सभी विडियों का इक हिंदी भाषा वीडियो भी बनावे...।
इसी प्रार्थना के साथ , धन्यवाद.....
nice video, well organized and point to point ....thank you ETMoney
High Shankar - This is one of the very few videos providing guidance on the Small caps. Can you send some links for the Ratio chart of values of two indexes.
Dear Saikat Mazumder - you'll find the links in the pinned comment of this video.
Very nice video on Small caps. Your insights, data are much appreciated. Please do some videos on recent high performances of Large and Mid caps, Flexi Caps etc.
Thank you very much
Very well researched and presented. Above all it’s reliable. Thanks guys. One query is there any specific site where I can look at the comparison between smallcap Nifty 250 index and nifty 50 index? In other words, where should I need to see to determine if the small cap index is 1.1 time of large cap index?
Hey,
By any chance did you figure out the calculation of relative valuation?
@@smit9803yes
18% return by SBI small cap since in line
Amazing video with clearly defined all parameters. Such videos on all categories of mutual will be appreciated.
Thank you Amandeep Singh. Glad you liked it
Is it okay to have axis midcap & axis small cap fund together in portfolio??
Commendable presentation 👍
Thanks Arvind Malik
@@ETMONEY
Best aspect of referred video was that there was no clutter and the entire duration was focused on information sharing with perfect video quality 🌷
Great Video!! Looking forward to an update on this topic in 2023.
Great to hear you always sir
Same here, Raghu Shet. Thanks for the comment.
If i have an SIP small cap planned for next 20 years, do i need to consider exiting when valuations are high or stay invested what ever happens.. If i exit, i wil lose the power of compounding. And i can choose to invest lumpsum whenever small cap falls.m please suggest
Hi Shankar, since this video is from 2020, can you please suggest if its wise to invest in small caps today?
Hi. The process of using relative performance hasn't changed much from what it was suggested in the earlier video. If there is something drastically different, then we'll explore a follow-up video
@@ETMONEY Thank you for the update!!
IN ET Mpney LumpSum request rejected - reason: Admin Cancellation-Backend (HDFC Balanced Advantage Fund - Direct Plan - Growth Option) . Please advise whats the reason behind this.
Sir I am first time listening you, your style of presentation appealed me a lot. May i
Request to come out a Presentation on " Small Case" Mutual Fund.
@@ETMONEY It means an website which is alternative to all mutual funds the name is Small Case. It is thematic investment style which stocks are picked and grouped a person need to have Demat account to invest in Small Case.www.smallcase.com.
A lot of confusion which sip should have to invest for long term 15 yrs
How to check that relative chart between both??
Please go to nseindia.com .. we have included some links in the some of the comments. Pls have a check.
Switching from PPFAS Liquid Fund which to select between Canara Robeco Small Cap Fund or ABSL Nifty Small Cap 50. ( From either of these 2 which has more potential for fast n higher growth )?
Very nice video. Simple language with ample justification to the points.
Thanks!
Sir, you mentioned if valuation of small cap index crosses 10% over large cap valuation index, then try to book some profit. But where can we find this valuation comparison data then ?. Can you please mention that as well. Thanks much in advance for your reply.
Dear Venkat Rao: You have to go to the NSE website and compare the PE of Nifty Smallcap indices with Nifty 50. We don't think there is some published screener here. The link of the webpage is : www1.nseindia.com/products/content/equities/indices/historical_pepb.htm
but the overvaluation lead u to buy more units ...in 5-7 years this may reward u in good manner
@@ETMONEY wow... thanks for answering ..
Sir which among the three will be better for long term gain for around 10 years Axis small cap fund, Axis mid cap fund or Parag Parikh flexi cap fund?
Sir please make video on ETF fund...thank you...
ET Money,
Thanks for sharing in-depth knowledge on this.
I just wanted to know the method used for relative performance between nifty 50 and nifty small cap 250.
How can calculate on excel, I am already having the data of PE ratios for both on MOM.
@@ETMONEY Thanks team!!! Keep sharing such wonderful content...:)
@@financeman8626
Hey,
By any chance did you figure out the calculation of relative valuation?
@@smit9803 No dear :(
Hi. Thanks for the insightful video. Could you please share your thoughts on investing in Smallcap funds for a very long term, over 20 years..
Thanks so much for the informative video. Very helpful for retail investors such as myself. I probably didn't understand the ratio calculation very well but I understood the gist. Could you please let me know your view on entering the small cap markets today when the NIFTY 250 small cap PE is 41 ( relatively low because I saw PE numbers of 80 and 100 when you mentioned the small caps were overvalued in your video). But the second indicator in your video shows us that the small cap has relatively grown 30% faster than the Nifty 50 in the last year.
I am 64 ,should I switch certain amount from Franklin blue chip to Axis small cap,or opt for Corporate bond fund? Pls
I am also 62 and have analyzed the Companies in AXIS Focused 25 fund. The companies in which they have invested are excellent and I am holding that investment. For small cap two days back started a SIP of 20000 per month in BOI AXA Small Cap fund for one year only. As Small Cap funds are most volatile so here only opportunistic call can be taken. Get out after the Small Cap Index has risen significantly.
Very informative video. Thanks Shankar once again. I really like the ET money app. Would like to see these features as well in the app. I guess your team must be already working on this :) .
Thank you Kalpesh Pathare. The product team are always a step or two ahead of me and are working on some really awesome features. Thanks for your appreciation as always.
Very nicely explained with good technical content. U have added some new perspectives, not commonly found in other sites. 👌👍
Thank you so much 🙂
In Small Caps which Funds are good? I had previously invested in Axis Small Cap Direct before lockdown, is it good enough to invest now?
Dear Rishi Narang: Pls access the list of small cap funds with rating, ranking, risk scores, consistency, performance etc. on ETMONEY at www.etmoney.com/mutual-funds/equity/small-cap/36
Thanks, good one.
It would have been even better if there is comparative study of some small cap funds.
U just earned new subscriber.very well presented..We like it..
Thank you very much
Great insight
Thx
Wonderful presentation Sir,please make a video on funds investing in foreign markets.
Thank you Anup Saha. Sure, we'll look into it. Thank you for your suggestion.
Is there any way to get portfolio created by Shankar Nath ?
Sir we invest in mutual fund is because we do not have time to see the market. So if we do sip in small cap funds we won't be able to see market. So what approach should we adhere to
Great video sir
Thanks Swapnil Pachpawar. Much appreciated
Very good information explained in a very nice and pleasing manner with great confidence. Thank you and keep it up. Hope to see more similar videos from you.
Thanks a lot. Much appreciated.
I appreciate for your efforts to make such a good video. Thanks a lot
Thank you very much
Thanks for the video, how can we check both Relative strength comparison and PE of index?Pls help.
I have concern... if i do sip investment in any large cap fund then should i invest into nifty index fund also parallely considering that both funds would be investing in top nifty stocks already Or return from both would b different
Please suggest.
Which are top 2 Small cap funds?
You can use ETMONEY's small cap fund overview page for the latest ratings, rankings, risk scores etc. www.etmoney.com/mutual-funds/equity/small-cap/36