Sir, thank you so much. I'm a beginner in this game and you're making my life so easy. I wish these things were taught in schools. Now, you're the only finance youtuber I trust. Request: Can you make an in-depth personal finance video😊
Clear, eloquent in good English. No hindi or other langauage mixed. As a person familiar with less understanding of hindi. Feel very in undestandingbthe nuances. Keep it up
1. Don't just compare returns dig a bit and analyse the past returns as well as volatility 1,3,5 years mutual fund as well (Top 50(1-50) companies are better than next 50(51-100) 2. Have a combo of both Equal weighted and Market cap-weighted index funds 3. Compare Tracking error when you want to invest for short term and compare Tracking difference if you are investing for long term. The lower the Tracking error, difference the better. 4. Don't put all your money in 1 Mutual Fund, Split your money in atleast 2 MF to reduce the risk. 5. Avoid jumping from one Index funds to another fund.
Great explanation. But when you say go for two mutual funds house and then two mutual funds like balanced and cap weighted means 4 types of mutual funds .
Thank you so much. You are explaining so well like a very good professor .We need more and more such videoes. You are helping all of us to become an intelligent investor.
Very good explanation. @Rahul, i came across your channel accidently when searching for something and become fan of you. The information and clarity that you provide is amazing.
Can you help to do a comparison b/w index fund and ETF and top 3 to invest based on liquidity? Also tracking error and tracking difference video will be bonus for us to understand and decide.
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio..
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Rahul, You have given Excellent views on precautions to take in investing in Index Funds. As of Nov'24 in Nifty 50, which 2 indexes in Equal weight index and Market weight index, should i do research on to buy in them. Thank you... Pradeep
This is a great video on Index Funds to those planning to invest. Please make a video on Tracking Error vs Tracking Difference. That would help a lot to have better information before making investment. Thank you
Top performers of Nifty will move out of the index while top losers of Nifty 50 will enter Nifty next 50. In short, nifty next 50 will have more loser stocks getting added to it.
Just love your videos. The main reason is properly analyzed and also it guides people like us to how to analyse the data ourselves. Thank you for posting the videos and keep posting more and more with all the facts and analysis.
Pls, explain the difference between tracking error and tracking difference. Thanks for all your videos so far. I hope to see more great content in the future.
Dear Rahul. I really like your commentary. Very balanced and informative. Thank you. Can you please make a full video/ webinar on investment into Index / ETF based funds for the long term? I am 60 now. Planning to retire in one or two years. Planning to invest about 1 Cr I to Momentum/Alfa funds for long term (next 20 years) for a systematic withdrawal of say Rs. 1 - 1.5 lakh rupees per month after retirement. Can you make a video on how to plan, which funds to invest in to etc. For people like me. Thanks in advance!
Mr. Jain has contracted his first rule I.e. never judge a fund based on past performance. He has made full video by comparing returns based on past only. You can not move ahead an inch if you don’t quote past data is the reality of all data analysis. So why recite the poem past perform is not an indicator of future performance. 😅
Hi rahul thanks for the insight. You mentioned on MF house internal issue ..as far as I know if any MF HOUSE shuts down the money as per nav will be returned back to the investor as per SEBI..Can you pl let us know ..so that rather keeping same category of fund say index in two fund house we can keep in same Fund house. For other fund we will diversity..not for same category.
Choose simply one nifty 50 index fund with significant aum and low tracking error. Front running is not possible in index fund or at least not illegal as index is already in public donain. Equal weight funds doesn't have any clear cut advantage to make it a compelling case. On the top it has higher tracking error and expenses. In equity simplicity rules. You don't need to maximize the return, invest aggressively to achieve your goal. Don't forget the luck of sequence of return. One more thing, nifty next 50 almost an equal weight index, look at its volatility.
Can we invest index funds with any of the AMCs? Just asking because I am already invested in Navi Nifty 50 index and fund also seems to be good with low tracking errors. Only concern is that it's not a reputed AMC and the the new player in the market.
@@vickeyvvp There is nothing wrong with Navi nifty index fund. It is almost two years old. Though there is no guarantee in future, it still keeps its cost low. That is really commendable.
Can beginner investor of mutual fund invest money in debt funds of large cap???? Because Large cap gives a fixed rate of return, so is it secure return???
Put 6000 in a nifty index fund and rest in debt like ppf and assigned the portfolio in your kids name mentally. Rebalance yeary between debt equity if one of the component becomes greater so that 60:40 ratio turns lopsided. Don't bother much about tax. Do like a machine for 20 years and try your best to increase investment amount annually. That's it.
Hi sir, Is Navi ELSS Nifty fifty fund is safe to invest to save tax ? and it was launched in Feb-23 and has expense ratio of 0.1 %. What bothers me is that the AUM of this fund is 5.78 cr currently so tracking error would be high. pls share your insight on this. Shall I continue in this fund or go to the IIFL elss nifty 50 fund which has 34.4 cr AUM.
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
Sir would you please reply me which index fund should i choose i am confuse between icici Hdfc & Uti my age is 23+ i can invest 1k per month please sir i will be grateful to you
After 1 year people who have followed you have lost the appreciation in 2024 😢. Next 50 is the winner 🏆...pls stop misleading people. Those who agree pls like.
Please make a full video on Capital gain tax calculations
Yes a video on tracking error and tracking difference will be helpful. Thank you Rahul for your commendable work
Please explain index fund tracking DIFFERENCE.
After watching this video, I understood that I need to study about error difference for long term kindly make a video sir
Please make a video on captial gain and tracking error and tracking difference.
Sir, thank you so much. I'm a beginner in this game and you're making my life so easy. I wish these things were taught in schools. Now, you're the only finance youtuber I trust.
Request: Can you make an in-depth personal finance video😊
yes sir .. please a detailed video on error tracking and difference tracking
Clear, eloquent in good English. No hindi or other langauage mixed. As a person familiar with less understanding of hindi. Feel very in undestandingbthe nuances. Keep it up
Dear Please share the knowleage of Tracking Error and Tracking Differents ..
1. Don't just compare returns dig a bit and analyse the past returns as well as volatility 1,3,5 years mutual fund as well (Top 50(1-50) companies are better than next 50(51-100)
2. Have a combo of both Equal weighted and Market cap-weighted index funds
3. Compare Tracking error when you want to invest for short term and compare Tracking difference if you are investing for long term. The lower the Tracking error, difference the better.
4. Don't put all your money in 1 Mutual Fund, Split your money in atleast 2 MF to reduce the risk.
5. Avoid jumping from one Index funds to another fund.
Sir, we need a video on. Tracking difference and tracking error. Pls make a video on the topic. Thanks
Thank you sir. These are the answers I have been looking for. Moreover, please do a video on Capitan Gain tax calculations.
yes please do a full video on capital gains
Great explanation. But when you say go for two mutual funds house and then two mutual funds like balanced and cap weighted means 4 types of mutual funds .
Yes, we want the tracking video
Can u make difference trackings tracking errors
Requesting full video on Tracking difference and Tracking Error please
thank you sir. please make a video on capital gain tax too.
Thank you so much. You are explaining so well like a very good professor .We need more and more such videoes. You are helping all of us to become an intelligent investor.
Very good explanation. @Rahul, i came across your channel accidently when searching for something and become fan of you. The information and clarity that you provide is amazing.
Great as always
Can you help to do a comparison b/w index fund and ETF and top 3 to invest based on liquidity?
Also tracking error and tracking difference video will be bonus for us to understand and decide.
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio..
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how can I get in touch with them as my portfolio isn’t doing well.
Her name is "Dianne Sarah Olson" just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
Rahul, You have given Excellent views on precautions to take in investing in Index Funds. As of Nov'24 in Nifty 50, which 2 indexes in Equal weight index and Market weight index, should i do research on to buy in them. Thank you... Pradeep
Hey rahul, please make one detailed video on Index Fund vs Bluechip Fund vs Large Cap Fund.
This is a great video on Index Funds to those planning to invest. Please make a video on Tracking Error vs Tracking Difference. That would help a lot to have better information before making investment. Thank you
Yes please make and share video on tracking error and difference
Yes full video on capital gains and all is must rahul ji
Looking fwd to diff bw Tracking error and Tracking Diff. Thk u
Yes video on tracking error
Equal weight index funds are not cheap..their expense ratio is almost the same as an active large cap fund.. so how is this fund better?
Please Go and Check Nifty next 50 Sip returns in long term. Next 50 not going to become zero. Volatility is not a risk. Its opportunity
Top performers of Nifty will move out of the index while top losers of Nifty 50 will enter Nifty next 50. In short, nifty next 50 will have more loser stocks getting added to it.
@@guptaditya09 Yes, but the best performers of midcap funds will also join the Nifty Next 50
please make a full video on tracking difference and tracking error
Please provide full video on capatial gain taxes
Just love your videos. The main reason is properly analyzed and also it guides people like us to how to analyse the data ourselves. Thank you for posting the videos and keep posting more and more with all the facts and analysis.
Pls, explain the difference between tracking error and tracking difference. Thanks for all your videos so far. I hope to see more great content in the future.
Hi sir, please make full video on tracking error and best mf on equal weighted
Sir my uti nifty 50 fund is constantly decreasing
What should I do
I would like to know which investment,, ETF OR INDEX FUND is better for short and long terms. Thanks.
Dp a video about best index funds , best nifty and best nifty bank index funds
Rahulji
Please educate us on----- what happens if front running case proven on Quant MF house?
Very very important for general public.
Please.....
You are highly informative sir please give us tracking error and difference
Well explained🎉
Good one. Please make such videos.
Yea sir. Pls video for tracking error and differemce.. Also your review on nifty 100 equal weightage
A video on tracking error vs tracking difference is useful.
Hello Rahul ji, awesome info, thank you for that. And yes I'd like to have a video on Tracking error vs tracking difference :)
Is it not better to invest in index funds during correction phase and active funds in rising phase?
Sir can you please suggest me holding Mutual funds in soa form or demat form, which one do you prefer.
Pls educate us on capital gain tax calculation.
Is it good to invest in sensex plan or nifty 50 for best return
Sir make a video for ETF vs Index funds...for long term retirement investment which is best ....kindly suggest
Yes it will be very helpful
Can you make a video on best index funds available out of those 100 index funds
Please do make a video on nifty bank index funds in details...for investment
Won't there be frequent churns in Equal weight funds (when the stock moves up and down) resulting in impact cost????
If I invest in two similar index funds, then I will be having overlapping of same stocks. Is that good?
Please make a video on captain gain , Tax harvesting ok mutual fund and how to pay less taxes on captain gain .
There is low AUM at equal weight index fund, and there is high volatility..
Yes please do the video on cgt
@rahul can u make a video on 1l monthly sip on a conservative investment mindset
One should never do SIP in invest funds and should consider lumpsums whenever market falls
Do you mean index funds?
Dear Rahul. I really like your commentary. Very balanced and informative. Thank you.
Can you please make a full video/ webinar on investment into Index / ETF based funds for the long term?
I am 60 now. Planning to retire in one or two years. Planning to invest about 1 Cr I to Momentum/Alfa funds for long term (next 20 years) for a systematic withdrawal of say Rs. 1 - 1.5 lakh rupees per month after retirement.
Can you make a video on how to plan, which funds to invest in to etc. For people like me. Thanks in advance!
Pls make a full video on tracking error and tracking difference
Mr. Jain has contracted his first rule I.e. never judge a fund based on past performance. He has made full video by comparing returns based on past only. You can not move ahead an inch if you don’t quote past data is the reality of all data analysis. So why recite the poem past perform is not an indicator of future performance. 😅
He is like most covid born fake fluencer.
Can you please provide a calculator for tracking difference and tracking error calculations?
Excellent presentation ..!
Good information Rahul Jain 😊
Pls make a video on capital gain taxes
Pretty good content... Not the usual BS...
Pls make video on capital gain taxes and tracking error
rahul, whats your expert opinion of HDFC INDEX SENSEX PLAN - DIRECT GROWTH ?
Please make a full video on capital gain
MAKE A VIDEO ON HOW TO CALCULCUATE CAPITAL GAINS TAXES SIR
thank you !
Please make a video on tracking error vs tracking difference
if we split our investment between multiple index fund, arent we overlapping on the holdings they have?. there will be no diversification.
Very informative
Hi rahul thanks for the insight. You mentioned on MF house internal issue ..as far as I know if any MF HOUSE shuts down the money as per nav will be returned back to the investor as per SEBI..Can you pl let us know ..so that rather keeping same category of fund say index in two fund house we can keep in same Fund house. For other fund we will diversity..not for same category.
Sir pls share a good defense fund?
Hello Nifty 50 Promoter......I invested in nifty 100 Equal weight......
Thanks, excellent.
ur the best
tracking error and tracking difference video please
Please review Midcap 150 momentum 50
Pls do a video on error tracking brother
Please make a video on tax harvesting...
I invest in Nifty Next 50 & the returns are quite good
Choose simply one nifty 50 index fund with significant aum and low tracking error.
Front running is not possible in index fund or at least not illegal as index is already in public donain.
Equal weight funds doesn't have any clear cut advantage to make it a compelling case. On the top it has higher tracking error and expenses. In equity simplicity rules.
You don't need to maximize the return, invest aggressively to achieve your goal. Don't forget the luck of sequence of return.
One more thing, nifty next 50 almost an equal weight index, look at its volatility.
Can we invest index funds with any of the AMCs?
Just asking because I am already invested in Navi Nifty 50 index and fund also seems to be good with low tracking errors. Only concern is that it's not a reputed AMC and the the new player in the market.
@@vickeyvvp There is nothing wrong with Navi nifty index fund. It is almost two years old. Though there is no guarantee in future, it still keeps its cost low. That is really commendable.
@@K2Maji thanks very much for your response..
Yes, there is not guarantee in future, so I'll keep invested.
sir can you please suggest good index fund for 10 years im planning for hdfc sp sensex fund
HDFC Sensex fund is a good choice.
Thank you
Great content
wah sir....
Can beginner investor of mutual fund invest money in debt funds of large cap????
Because Large cap gives a fixed rate of return, so is it secure return???
index funds vs ETFs - which is better?
Iam 47 years i hve kid 3 years kindly suggest for 20 years long term iam willing to invest 10000 sip mode how to split
Put 6000 in a nifty index fund and rest in debt like ppf and assigned the portfolio in your kids name mentally. Rebalance yeary between debt equity if one of the component becomes greater so that 60:40 ratio turns lopsided. Don't bother much about tax. Do like a machine for 20 years and try your best to increase investment amount annually. That's it.
Hi sir, Is Navi ELSS Nifty fifty fund is safe to invest to save tax ? and it was launched in Feb-23 and has expense ratio of 0.1 %. What bothers me is that the AUM of this fund is 5.78 cr currently so tracking error would be high. pls share your insight on this. Shall I continue in this fund or go to the IIFL elss nifty 50 fund which has 34.4 cr AUM.
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
Sir would you please reply me which index fund should i choose i am confuse between icici Hdfc & Uti my age is 23+ i can invest 1k per month please sir i will be grateful to you
After 1 year people who have followed you have lost the appreciation in 2024 😢. Next 50 is the winner 🏆...pls stop misleading people. Those who agree pls like.
Please Make a video in hindi also
Goodevening
Good evening!
please provide , as i am a new investor.