ETF vs Index Funds vs Mutual Funds - Which is best?

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  • Опубліковано 20 чер 2024
  • ETF vs Index Funds vs Mutual Funds - which one to invest in? Mutual Funds, ETFs and Index Funds are all considered good long term investments. But which one of them is better in which situation? In this video, we talk about the differences between ETF vs Mutual Funds vs Index Funds, and discuss in length about active and passive investing.
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    Time Stamps
    00:00 - Intro
    01:03 - What are Active Mutual Funds?
    01:58 - What are Passive Mutual Funds?
    06:11 - ETF vs Mutual Funds vs Index Funds
    10:57 - Past and Future Trends
    12:46 - Which investment to choose?
    About the Video
    Many investors get confused as to which investment they should go for amongst ETFs, Index Funds and Mutual Funds. ETFs and Index Mutual Funds are both passive funds, whereas mutual funds are active funds. There are various pros and cons to active and passive investing, and we’ll discuss the similarities and differences between the two. ETF investing and Index Fund investing have been gradually increasing since the past few years, as more and more investors are flocking towards them instead of traditional active mutual funds.
    We will talk in great detail about ETF vs Mutual Funds vs Index Funds, and cover differences on points like expense ratio, fund management, liquidity, efforts required, etc. ETFs and Index Funds are similar on many grounds, but have some key differences as well - as discussed in the video. Along with this, we’ll also look at past and future trends of ETF investing and index fund investing in both India and the USA. At last, we will see which investment alternative amongst ETF, Index Funds, and Mutual Funds is the best, and why investors should go for a particular investment.
    In this video, we’ll cover the following concepts and questions:
    1. ETF vs Index Fund.
    2. ETF vs Mutual Funds.
    3. Index Funds vs Mutual Funds
    4. What are active mutual funds?
    5. What are passive mutual funds?
    6. Why to invest in ETFs?
    7. ETF kya hai?
    8. Index fund kya hai?
    9. Index Fund me invest kaise kare?
    10. Mutual Fund kya hai?
    11. Why invest in passive funds?
    12. Expense Ratio of investments.
    13. How to do mutual funds investment?
    14. Index Funds vs Mutual Funds.
    15. Mutual Funds vs ETF.
    16. ETF vs Mutual Funds vs Index Funds.
    17. Past and Future Trends of passive investing in India and USA.
    -------------------------------------------------------------------------------------------
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    #ETF #IndexFunds #MutualFunds

КОМЕНТАРІ • 505

  • @AssetYogi
    @AssetYogi  17 днів тому +2

    Join All-In-One Video Finance App here: vidfin.com/
    Enjoy Free Access to select Financial Insights & 1st Chapter of all the courses.

  • @bharatkumarpandey4139
    @bharatkumarpandey4139 Рік тому +6

    Sir ap bilkul tassalli se btate h isliye achhe se samajh me ata h DHANYAVAD sir🙏

  • @PierceJordan
    @PierceJordan 2 роки тому +14

    Excellent overview. Very important to understand the differences between these three types of funds!

  • @MrBharathirajesh
    @MrBharathirajesh Рік тому +5

    Excellent sir
    Nobody is as clear as you
    You are the best when it comes to explaining

  • @manishbhardwaz7903
    @manishbhardwaz7903 Рік тому +4

    Great video & knowledge as always..
    Thanks a lot for keeping such a topic sweet ,simple n crisp

  • @swaminathanb1631
    @swaminathanb1631 Рік тому +1

    Really amazing. The information has been put up in best possible way.

  • @ketanborse8632
    @ketanborse8632 2 роки тому +6

    I really want these topic to be video on ... 🙌🏼 Thank you sir appreciated ☺️🙏🏼🙏🏼🙏🏼keep educating us

    • @AssetYogi
      @AssetYogi  2 роки тому

      Most welcome 😊

    • @themi92
      @themi92 2 роки тому

      Sir do you have any course to learn the stock market...I have been watching your videos n invested also and I have earned also some amount...but I need to know everything in organising manner now it's like I know but it's all mixed n hving lots of confusion..

  • @mridul7117
    @mridul7117 2 місяці тому +2

    When I created my 1st demat account,I purchased one cpse etf for 32 rs out of curiosity and saw it today after 1-2 years and was shocked to see it gave 164% returns till now 😮
    I don't understand though, as etf is based on index and even index didn't grow at this rate 😮

  • @RajkumarSharma-nq9fc
    @RajkumarSharma-nq9fc 2 роки тому +1

    Yours truly🙏🙏🙏🙏
    Thanks for your valuable information and support

  • @abravo818
    @abravo818 2 роки тому +1

    नमस्ते सर, बहुत बहुत धन्यवाद, बारिकी से समझाने के लिए

  • @abirghosh5903
    @abirghosh5903 2 роки тому +2

    Thanks for this amazing video. Need A informative video about ITC. Should I invest?

  • @finchow4735
    @finchow4735 2 роки тому +22

    Mukul sir, excellent video. What is the impact of nifty rebalancing on etf as you said aum doesn't change? Who manages the exit and entry of the rebalancing?

  • @vijaypimparkar9954
    @vijaypimparkar9954 2 роки тому +5

    Thank you Sir... Where can we see ETF's portfolio.

  • @tamalpal6368
    @tamalpal6368 2 роки тому +1

    Waiting for this topic to be discussed.

  • @jglaxman6107
    @jglaxman6107 10 місяців тому

    Excellent sir. Smartly conclusion

  • @kartikeyaR
    @kartikeyaR 2 роки тому +10

    ETFs are there for indexes as well.
    SETFNIF50 - Nifty 50 tracking ETF managed by SBI
    AUM: The total market value of funds managed by the Asset Management Company
    ₹ 1,29,008.64cr
    Expense Ratio
    : The operating and administrative costs of running the fund measured as the percentage of fund assets: 0.07%
    Category Exp Ratio: Average of the operating and administrative costs of running ETFs of the same sector measured as the percentage of fund assets 0.24%
    Tracking Error
    The difference between the performance of the security and the benchmark index that it tracks: 0.03%

    • @kartikeyaR
      @kartikeyaR Рік тому

      okay fake Asset Yogi
      I definitely will lol

  • @Ankit-hs3mu
    @Ankit-hs3mu 2 роки тому +1

    Great 😃 nowlage a videos
    Thnkuuu sir ji iss video ke liye

  • @prashantsaboo4142
    @prashantsaboo4142 Рік тому +3

    Excellent video. It's very necessary to get the basics and concepts clear of new financial products which helps investors in taking prudent decision. I follow you and share videos. Thanks a lot for doing commendable work.

  • @Abhiji91
    @Abhiji91 Рік тому +1

    Very Very Very thank you for combining all three investing strategies
    🤗😐🤔😀😃🙂

  • @user-cf3dt5oj7u
    @user-cf3dt5oj7u 23 дні тому

    Thank you sir , very good explanation . Everyone can understand

  • @aartivarma1088
    @aartivarma1088 2 роки тому +1

    Thanks so much Sir for very knowledgeable information share with us 🙏

  • @RajKushwaha_6
    @RajKushwaha_6 2 роки тому +10

    Thanks for your valuable information 👍
    I know this video is not promoted , so you suggest few examples of Index funds and ETFs where we can invest 🙏

  • @junopraveen
    @junopraveen 2 роки тому +2

    Mukul, Definitely came to know new things, Thanks

  • @mithileshkumar35
    @mithileshkumar35 5 місяців тому

    Thanks sir...awesome information ❤

  • @fitnessfreak984
    @fitnessfreak984 2 роки тому +3

    This is Very Valuable and Informative Video 🤩 Clarity ho gyi.. Bhai Please make regular videos 😊 Aapke videos bahot help milti hai.. No Words Speechless 👍🔥

  • @ankitKumar-mw5lz
    @ankitKumar-mw5lz Місяць тому

    Bahut sundar sir well explained

  • @tinzinsaha8138
    @tinzinsaha8138 Рік тому +3

    Hi,
    Please share taxation angle when buying from secondary market. for example. if we buy an SGB which is maturing in 2 years. As per understanding, it should be 0% capital gains tax as am holding till maturity (8 years of the bond). However my actual holding period is 2 years (less than 36 months so will it trigger short term tax).

  • @britesmilesdental
    @britesmilesdental 26 днів тому

    Very well explained in simple language

  • @nareshkumarsah9318
    @nareshkumarsah9318 2 роки тому +2

    Thanks for valuable information 😊

  • @krishnarajyadav3953
    @krishnarajyadav3953 2 роки тому +2

    Subscribed due to your simple and pure way of explanation

  • @raxy77
    @raxy77 2 роки тому +17

    One person who always brings unique content with great clarity. Thank you Mukul!

  • @Dilbari1
    @Dilbari1 2 роки тому +7

    You made everything easy for us. Stay blessed always.

  • @ajayraval5130
    @ajayraval5130 2 роки тому +2

    Nice comparision for ETF and index fund .

  • @ketanchavan08
    @ketanchavan08 8 місяців тому

    Very nicely explained thanks

  • @Dharmendraspal
    @Dharmendraspal 2 роки тому +1

    Very Very thanks for giving information sir..

  • @indudharbaurai880
    @indudharbaurai880 2 роки тому +1

    Excellent video Mukul ji 🙏

  • @abhishekbarthwal5991
    @abhishekbarthwal5991 11 місяців тому

    Best way of Explanation 😊

  • @sankarand9728
    @sankarand9728 2 роки тому +1

    good clarifcation on funds...thanks..

  • @thinker5270
    @thinker5270 7 днів тому

    Thanks for the video, this is very informative.

  • @ravindravyas1066
    @ravindravyas1066 2 роки тому +2

    Yes! Much needed information with comparison. Thank you Mukul ji

  • @ramraoshinde9279
    @ramraoshinde9279 2 роки тому +1

    Hello Mukul Sir...Very crisp and informative video for no voice user like me. Thanks for creating it.

  • @tellyandcineworld
    @tellyandcineworld Місяць тому

    You Deserve even More subscribers 😊😅 Your knowledge is commendable 👍

  • @rosspatil
    @rosspatil 2 роки тому +3

    Thanks, Mukulji, It would be really nice if you make a video on 'When to exit from stock?'

    • @AssetYogi
      @AssetYogi  2 роки тому

      Watch this master investor series: ua-cam.com/video/2USGSuPe8SQ/v-deo.html

    • @HakimKhan-ju8hx
      @HakimKhan-ju8hx 2 роки тому

      जो

  • @soumyadiptamitra9471
    @soumyadiptamitra9471 2 роки тому +36

    Thanks Mukulji for imparting invaluable knowledge to make us financially literate.Appreciate your efforts

    • @dharmeshvasoya9774
      @dharmeshvasoya9774 2 роки тому +4

      Sirji,
      In ETF, AUM increases/decreases but number of units allotted at the time of NFO remains static.

    • @AssetYogi
      @AssetYogi  2 роки тому +4

      It's my pleasure

    • @dheeryadav6022
      @dheeryadav6022 2 роки тому

      @@dharmeshvasoya9774 ll

    • @dheeryadav6022
      @dheeryadav6022 2 роки тому

      @@dharmeshvasoya9774 ll

    • @patelsavan7510
      @patelsavan7510 2 роки тому

      @@dharmeshvasoya9774 No.of units can be increased if more then 50000 units demand by large player like EPFO plz check history of SBI etf

  • @kimberlyweidner6105
    @kimberlyweidner6105 Рік тому +96

    Productivity is never by mishap, I had a large portfolio of $316k invested in stocks left to me by my late father. I hired a licensed Financial advisor, Lisa Michelle Pacillas to handle it for me 2years ago and currently I have my portfolio diversified properly and grown to $819k

    • @garytaylor7400
      @garytaylor7400 Рік тому +3

      For real? People cash in the stock market and frankly, it's reassuring to see someone admitting the fact that Financial advisors can be of great help. Please how can I reach Lisa?

    • @kimberlyweidner6105
      @kimberlyweidner6105 Рік тому +1

      You can find her services online, just look her up on your lnternet

    • @garytaylor7400
      @garytaylor7400 Рік тому +1

      thanks for the information . I found her portfolio online and it's really impressive

    • @prashant955
      @prashant955 Місяць тому +1

      Fraud😂

    • @sangeeta963
      @sangeeta963 Місяць тому

      😂p

  • @knsaint
    @knsaint 2 роки тому +1

    Liquidity of ETF is flexible as liquidity can be creat and redeem according to demand

  • @vinitsunita
    @vinitsunita 4 дні тому

    Awesome explaination

  • @mangalyedage7692
    @mangalyedage7692 2 роки тому +1

    Excellent analysis. 🙏🙏🙏

  • @dilipgangwani21
    @dilipgangwani21 2 роки тому +1

    Nicely explained 👍 THANKS SIR

  • @gautamdas3948
    @gautamdas3948 2 роки тому +1

    Nice informative video

  • @navinkumar4273
    @navinkumar4273 2 місяці тому +11

    Wether Mutual Fund, Index Fund and ETF pass the dividends paid by companies to the investors...?

    • @akshatku121
      @akshatku121 2 дні тому

      Agar pta chale to mujhe bhi batana

  • @pawanpb08
    @pawanpb08 2 роки тому +1

    Thanks for information sir ji 🙏☺️

  • @vijaybendre250
    @vijaybendre250 2 дні тому

    Excellent sir

  • @rabiminz2166
    @rabiminz2166 2 роки тому +1

    Thank You So Much Sir..

  • @pankajkmahawar
    @pankajkmahawar 2 роки тому +1

    Thank u sir it's very helpful

  • @arvinderpalsingh9873
    @arvinderpalsingh9873 2 роки тому +1

    Very nice ji
    .tks

  • @shantanusapru
    @shantanusapru 2 роки тому +2

    Interesting & informative video!

  • @bharatkumarpandey4139
    @bharatkumarpandey4139 Рік тому +1

    Sir apka bahut bahut DHANYAVAD 🙏

  • @proudincredibleindian
    @proudincredibleindian 2 роки тому +2

    very detailed information ℹ️
    Thank you sir 🙏😊🇮🇳

  • @youankan
    @youankan 2 роки тому +4

    Nice info sir..you said in your other and this ado that if AUM hits 500 cr as per NFO..etf can't grow..but lets say for niftybeEs how AUM is increasing! and for long term (15-20 yrs) is it still better than its underlying index fund..please make a comparison video between "NiftyBeEs and UTI Nifty 50 Index Fund" with current data, if possible..Thank you

    • @sahajgupta5225
      @sahajgupta5225 8 місяців тому

      for nifty bees AUM is not increasing actually the traded price is increasing!

  • @abhishalsharma1628
    @abhishalsharma1628 2 роки тому +17

    Amazing explanation sir.
    I'm a beginner at 19yr age and I'm getting a lot of knowledge from ur meritorious explanation 😊❤

    • @siddhsharma1697
      @siddhsharma1697 2 роки тому +1

      Mukul Ji what is 12 percent club

    • @ayan3290
      @ayan3290 2 роки тому +2

      You are on the right track I only wish I started investing since your age.👌👌👌

    • @ayan3290
      @ayan3290 2 роки тому +1

      @@siddhsharma1697 Your amount invested is divided into small micro loan and distributed among loan borrowers so chance of default get minimised, suppose you invest 1lacs it is divided among 20 individuals at 5000 each and chance of default is minimised.

    • @FaizanAhmed-rz7fy
      @FaizanAhmed-rz7fy 2 роки тому

      Sit 1 video PLZZ 12% club

    • @vaibhav668
      @vaibhav668 Рік тому

      ​@@ayan3290I am also 19 and i am confused should I start sip of UTI nifty50 index fund or not(for 10 years), and if yes than is groww app reliable option, if you could give your advice I would be thankful :)

  • @rajivyajnik9911
    @rajivyajnik9911 10 місяців тому

    Very good sir ji.

  • @vijaybahadur241
    @vijaybahadur241 3 місяці тому

    Thank you sir

  • @achintyapandey6281
    @achintyapandey6281 2 роки тому +1

    Thank you Sir.

  • @Radhe-Radhe54
    @Radhe-Radhe54 6 місяців тому

    Sir, Thank you 🙏

  • @sarthakmehta5312
    @sarthakmehta5312 Рік тому +1

    Dear Mukul ji.. Awesome knowledge share.. Tremendous effort put in...keep it up 👆

  • @DeveshJoshi0
    @DeveshJoshi0 11 місяців тому

    awesome playlist

  • @maheshdaware-swamicomputer6955
    @maheshdaware-swamicomputer6955 2 роки тому +1

    Informative video....good comparison...

  • @jaipal4506
    @jaipal4506 13 днів тому

    Very nice

  • @debduttbhattachargee1814
    @debduttbhattachargee1814 10 місяців тому

    Please make a video on Best short term investments. And also on long term how to invest a lumpsum investment.

  • @gauravmohan8299
    @gauravmohan8299 2 роки тому +1

    Very informative video. Like always..

  • @paragmore8186
    @paragmore8186 Рік тому

    Very good information sir

  • @vikrant5086
    @vikrant5086 21 день тому

    Very good explanation 🎉

  • @popatraokale9425
    @popatraokale9425 2 роки тому +1

    Very good information thanks

  • @shivarajvet2156
    @shivarajvet2156 2 роки тому +1

    Thanks sir useful information

  • @bhimrajramteke7953
    @bhimrajramteke7953 Рік тому +1

    Good advice. Thanks

  • @buttifullstatus3609
    @buttifullstatus3609 2 роки тому +1

    Thanks

  • @bandhansahu1176
    @bandhansahu1176 2 роки тому +2

    Very informative video 👍🏻👍🏻👍🏻

  • @Uniqueworld...
    @Uniqueworld... 2 роки тому +1

    Nice Info.. Thnx..

  • @rawatngo9928
    @rawatngo9928 11 місяців тому

    Knowledgeable video

  • @santoshlaxmeshwar9372
    @santoshlaxmeshwar9372 2 роки тому +1

    Best comparison video.

  • @banshidharhota5375
    @banshidharhota5375 6 місяців тому

    Nice advice

  • @pardeepkansal7550
    @pardeepkansal7550 11 місяців тому

    Very useful info

  • @surajghagare1667
    @surajghagare1667 2 роки тому

    Very nice explanation... 👌🙏❤😇

  • @SanjayKumar-xd2si
    @SanjayKumar-xd2si 2 роки тому +1

    Excellent sir 🙏🙏

  • @Ajay_Chouhan__
    @Ajay_Chouhan__ 11 місяців тому

    very nice this video so useful in gernal propose

  • @amitdas-jv6sq
    @amitdas-jv6sq Рік тому +2

    Interesting

  • @AkshayKumar-ep5qd
    @AkshayKumar-ep5qd 2 місяці тому

    Made it Tony, Feeling good.🤗

  • @frnd4741
    @frnd4741 Рік тому +1

    Very informative bro, ,You have Earned another Subscriber, Thank you very much..🙏

  • @DhirajKumar40786
    @DhirajKumar40786 2 роки тому +1

    Great video sir🙏🙏

  • @abdheshkumarchoudhary283
    @abdheshkumarchoudhary283 Рік тому +1

    Thanks.

  • @avk91
    @avk91 5 місяців тому

    Great 😮

  • @walidhiraj
    @walidhiraj 2 роки тому +1

    Very well explained like always

  • @Rahul-24
    @Rahul-24 2 роки тому +1

    Very well explained Sir 🙏

    • @AssetYogi
      @AssetYogi  2 роки тому +1

      Keep watching

    • @Rahul-24
      @Rahul-24 2 роки тому

      @@AssetYogi I am watching your video from long time sir 🙏

  • @ak669900
    @ak669900 2 роки тому +1

    Thank you bhai

    • @AssetYogi
      @AssetYogi  2 роки тому

      Hope it's helpful Amit :)

  • @user-su6sx4ss9j
    @user-su6sx4ss9j 6 місяців тому

    Great sir😊

  • @AmitKumar42
    @AmitKumar42 2 роки тому +13

    Sir, kindly make a video on Total Expense Ratio (TER), which can be upto 1.29% for index fund and 2.29% for other mutual funds, which is given in SID of mutual funds. Is that applicable in ETFs also? And in SID it is mentioned that it can be maximum upto that point, but in reality it is less than that. Which companies try to charge less and which companies try to reach to that maximum limit point. Please explain through comparison video.

    • @onlysifar9326
      @onlysifar9326 Рік тому

      In etf expense ratio is very low as told in video also around 1/100= .01 % mutual fund me agar 100rs lagega to ya matra 1 rs......100 Guna kam

  • @ASHOKSHARMA-we1xx
    @ASHOKSHARMA-we1xx Рік тому

    Thank bro....bhaiya kya small case ka all wheather etf kaisa 10 %return hai.......better than fd?????

  • @atishkamble340
    @atishkamble340 2 роки тому +5

    Sir great video🎥 / Thank you / have just one question / How to invest in etf and can you please share the steps? / Thnks once again

    • @AssetYogi
      @AssetYogi  2 роки тому +1

      Watch this video: ua-cam.com/video/VeuMig2IKUw/v-deo.html

    • @mohammedsaidlove
      @mohammedsaidlove 2 роки тому +1

      Etf is available in stock market

    • @RAHULTALKS.
      @RAHULTALKS. 2 роки тому

      ETF me stock rebalancing hota hai kya ?

  • @shivangisingh633
    @shivangisingh633 2 роки тому +1

    Amazing video!!!

    • @AssetYogi
      @AssetYogi  2 роки тому

      Glad you liked it!!

    • @shivangisingh633
      @shivangisingh633 2 роки тому

      @@AssetYogi ... It just made every thing so simple