this videos gives good understanding of market fall and how we have to maintain patience till good profits for long term...now indian markets are in peak and your videos is timely informative.. good work
ETFs track index and hence returns wise index mf & etfs must give more or less the same returns. ( Note:With etfs you may need to pay brokerage+ stt+ dp+ hidden impact cost if etf is not highly liquid)
Please nj flexi cap mutual fund good or not please reply and switch nj flexi cap fund to nj balance fund good or not please reply 10% loss nj flexi cap fund not recovered please your valuable suggestion please
After reading your book, I discovered that the golden triangle technique has drawbacks. For instance, a fund that consistently underperforms but has a few years of very strong performance can't have mean as an indicator of central tendency due to its skewed distribution.More over In these cases, the funds recent exceptionally high returns will push up its overall standard deviation, making it appear riskier in Sharpe Ratio calculations. However, if most of this volatility is due to positive returns (which investors generally welcome), then the Sharpe Ratio can end up underestimating the attractiveness of the investment by penalizing it for these upside swings and where Sortino Ratio is designed to address this issue.
5-Year Rolling Mean: We are using a 5-year rolling mean to evaluate fund performance, which means short-term fluctuations won’t significantly affect the long-term average. However, there are instances where funds like Quant Small Cap in 2021, Nippon Growth in 2004, or Aditya Birla Flexi in 2016 showed strong 5-year returns due to a recent surge in performance. So we use COB. Chance of Beating the Benchmark (COB): We also consider the probability of a fund beating its benchmark, which takes into account both outperforming and underperforming days. If a fund shows a sudden outperformance, it will be flagged by this metric. The COB threshold is set at 70%, ensuring that short-term "superstars" are filtered out. Risk Parameters: We have calculated all relevant risk parameters for mutual funds. While the Sortino ratio has its benefits, it also has certain limitations. Sharpe ratio fits best everywhere unlike sortino. In short , golden triangle is focused on identifying funds that demonstrate consistent, long-term performance, and the COB metric helps filter out those that might appear attractive due to short-term gains.
This is my portfolio monthly sip 5000 rs This are ok Any changes in My Portfolio please suggest me sir Nippon India flexicap cap fund -1000 Nippon India small cap fund - 1000 Nippon India Nifty 500 momentum 50 fund - 1000 Kotak Nifty 150 momentum 50 fund - 1000 Tata Small cap fund - 1000
Wrong presentation,lumpsum fall lo chesthe ane concept tho ravali kani high lo investment chesthe ani chuponcharu...thumnail okati concept marokati...waste bro
Bro meru video sariga inkokasari chudandi... athanu ekkada kuda market high lo Lumpsum investment cheyochu ane mata cheppaledu... wrong ga potray cheyakandi janalaki... oka comment pette mundu okatiki rendu sarlu video check cheskondi... sariga video ardam cheskokunda wrong ga comment cheyakandi... time frame mention cheyandi tanu ekkada market high lo invest cheyamani cheppado... bet on it 👍🏻 go ahead
Hi, First time i am watching ur videos. Find interesting. Can u clarify below plz. For 20+ yrs of investing which combination is good.as per u considering medium risk for long term. Can u plz provide your valuable insights Combination of 1. Nifty alpha low volatility 30 AND Nifty largemidcap 250 index fund Or Combination of 2. Nifty Alpha low volatility 30 index fund AND Nifty 500 momentum quality 50 index fund Can u plz let me know which of the above options would suit better for 20+ years of investing with moderate risk
First time mee video choostuna, tq for this information
Chala Baga explain chesavu thammudu.. mee research telusthondhi.. keep it up 👍🏼
this videos gives good understanding of market fall and how we have to maintain patience till good profits for long term...now indian markets are in peak and your videos is timely informative.. good work
Thank you good one bro 🎉
Subscribed thanks for your time
Thanks for the sub!
Nice analysis thanks
Lumpsum గురించి చేయాలి సార్ నష్టాలలో ఉన్నాయి ఏమి చేయాలి
Best funds చెప్పండి.
After many days intro music❤❤
Is Quant quantamental fund good.? Please tell your view. Thank you
no large cap heavy
@@PIXEL00000 Thank you
Suggest a good ELSS fund for lumpsum
As per SEBI guidelines we should not provide any advice on public platforms.
360 one nifty 50 index elss fund. This is good.
Sir please comment on present valuation of junior bees now for lumpsum investment!!
Sir please tell us to monthly sip for 10000 ( suggest good mutual fund to invest)
simply keep in some flexicap if u don't need that money for next 5 Years.
good one 👍🏻
Thank you!
Sir, wealth generation ki nifty bees ETF vs index fund edi better ga vuntundi?na zero brokerage dmat vundi, which is best?
Prefer index fund
Tq sir
ETFs track index and hence returns wise index mf & etfs must give more or less the same returns. ( Note:With etfs you may need to pay brokerage+ stt+ dp+ hidden impact cost if etf is not highly liquid)
Always good to hear from you anna gives us lots of confidence
Is MF Utility good platform to invest in direct funds?
Yes
@Mutualfundstelugu Thank you
Thank you bro
Welcome
Excellent analysis Sir .
Always excellent
Please nj flexi cap mutual fund good or not please reply and switch nj flexi cap fund to nj balance fund good or not please reply 10% loss nj flexi cap fund not recovered please your valuable suggestion please
Please wait for min 1 yr of your investment time
SBI FOCUSED MUTUAL FUND RETURNS RAVADAM ledu KADA EXIT AVAMAnTARA
any mutual fund needs 5 years time to perform
Email tho sign up cheystuntey email ravadam leydu maaku.
Spam or promotion check cheyandi
Thanks for valuable information sir🎉
Me daggara PMS cheyyocha..
Mutual fund portfolio manage chestam andi
Thank you sir🎉
Good information
After reading your book, I discovered that the golden triangle technique has drawbacks. For instance, a fund that consistently underperforms but has a few years of very strong performance can't have mean as an indicator of central tendency due to its skewed distribution.More over In these cases, the funds recent exceptionally high returns will push up its overall standard deviation, making it appear riskier in Sharpe Ratio calculations. However, if most of this volatility is due to positive returns (which investors generally welcome), then the Sharpe Ratio can end up underestimating the attractiveness of the investment by penalizing it for these upside swings and where Sortino Ratio is designed to address this issue.
5-Year Rolling Mean: We are using a 5-year rolling mean to evaluate fund performance, which means short-term fluctuations won’t significantly affect the long-term average. However, there are instances where funds like Quant Small Cap in 2021, Nippon Growth in 2004, or Aditya Birla Flexi in 2016 showed strong 5-year returns due to a recent surge in performance. So we use COB.
Chance of Beating the Benchmark (COB): We also consider the probability of a fund beating its benchmark, which takes into account both outperforming and underperforming days. If a fund shows a sudden outperformance, it will be flagged by this metric. The COB threshold is set at 70%, ensuring that short-term "superstars" are filtered out.
Risk Parameters: We have calculated all relevant risk parameters for mutual funds. While the Sortino ratio has its benefits, it also has certain limitations. Sharpe ratio fits best everywhere unlike sortino.
In short , golden triangle is focused on identifying funds that demonstrate consistent, long-term performance, and the COB metric helps filter out those that might appear attractive due to short-term gains.
Also the ebook donot reflect our complete analysis. But it will help you pick the best funds for sure.
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@@Mutualfundstelugu thanks for clarification
Hi bro good explain
50k 20 years lumsum top 1 mf suggest me
Quant small cap or Nippon small cap
This is my portfolio monthly sip 5000 rs
This are ok Any changes in My Portfolio please suggest me sir
Nippon India flexicap cap fund -1000
Nippon India small cap fund - 1000
Nippon India Nifty 500 momentum 50 fund - 1000
Kotak Nifty 150 momentum 50 fund - 1000
Tata Small cap fund - 1000
Wrong presentation,lumpsum fall lo chesthe ane concept tho ravali kani high lo investment chesthe ani chuponcharu...thumnail okati concept marokati...waste bro
Video complete ga chusara?
Bro meru video sariga inkokasari chudandi... athanu ekkada kuda market high lo Lumpsum investment cheyochu ane mata cheppaledu... wrong ga potray cheyakandi janalaki... oka comment pette mundu okatiki rendu sarlu video check cheskondi... sariga video ardam cheskokunda wrong ga comment cheyakandi... time frame mention cheyandi tanu ekkada market high lo invest cheyamani cheppado... bet on it 👍🏻 go ahead
Hi,
First time i am watching ur videos. Find interesting. Can u clarify below plz.
For 20+ yrs of investing which combination is good.as per u considering medium risk for long term. Can u plz provide your valuable insights
Combination of
1. Nifty alpha low volatility 30
AND
Nifty largemidcap 250 index fund
Or
Combination of
2. Nifty Alpha low volatility 30 index fund
AND
Nifty 500 momentum quality 50 index fund
Can u plz let me know which of the above options would suit better for 20+ years of investing with moderate risk
The answer can't be straight. But option 1 is fair
Wow what a prompt reply. Thanks
🌹🌹🌹👍
Sir please comment on present valuation of junior bees now for lumpsum investment!!