Multi Asset Funds: Are They As Great As They Sound? | ETMONEY

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  • Опубліковано 4 лис 2024

КОМЕНТАРІ • 80

  • @Amar_Sapam
    @Amar_Sapam 3 роки тому +19

    Since the last year, I have been religiously following ETMoney UA-cam channel. Each and every video teaches me something new or gives a new perspective on money and investment fields. Congrats for 200K subscriber milestone. Well done!

    • @ETMONEY
      @ETMONEY  3 роки тому +1

      Thank you very much for your kind wishes. Yes, that's what we are aiming at - we have posted over 200 videos on the channel and if every video can give even one new idea or perspective on investing, then the viewer would have demonstrably jumped his or her understanding of this subject. Thx again, for your continued patronage

  • @mohideenbadsha3703
    @mohideenbadsha3703 Рік тому +4

    Nicely explained and very crisp, for a conservative investor like me Multi-asset allocation fund would make sense, my expectation is a moderate returns up to 12% from this type of fund where I don't want my capital to erode

  • @ramaliya197
    @ramaliya197 Рік тому +4

    Few more advantages of multi asset funds
    I) potentially avoid capital gains and transaction cost of periodic rebalancing if doing multi asset portfolio on your own
    ii) in case multi asset fund has more than 65% equity, the debt and gold portion becomes treated as equity and more tax efficient under high bracket

    • @bobj3349
      @bobj3349 4 місяці тому +2

      Could you say, which amc has this type of allocation?

  • @sachin_2601
    @sachin_2601 3 роки тому +11

    A very well researched content. And many congratulations to entire ET Money team for reaching a milestone of 2 lakhs subscribers. All the very best🙋🏻‍♂️😍

    • @ETMONEY
      @ETMONEY  3 роки тому +1

      Thank you Sachin KN for your appreciation. And thank you for your continued contribution on almost every video through these last few months.

  • @MultiSecretid
    @MultiSecretid 3 роки тому +3

    Excellent.. A multifaceted topic explained in such a clear way that even a newbie can also understand. Many kudos to ET money team.. 👍

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thank you very much!

  • @AnirBanerjee94
    @AnirBanerjee94 3 роки тому +2

    Congrats for reaching 2 lakh subscribers.. Using the app since 2016 n recommending to others since then... carry on the good work 👍

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thanks a ton, Anirban Banerjea. 200k subs could not have been possible without the support of users like you. Much appreciated.

  • @nitinsadana
    @nitinsadana 2 роки тому +2

    Thank you for a great video. Super precise and helpful. !
    Additionally it seems Multi Asset Funds seems to be the next level of a Dynamic Asset Allocation Funds which auto diversify only across Equity and Debt.
    So do the same recommendations also hold true for Dynamic Asset Allocation Funds as well?

  • @rohansamarth3764
    @rohansamarth3764 3 роки тому +1

    This is great. What's your opinion on dynamic asset allocation funds?

  • @nilanjacob9061
    @nilanjacob9061 3 роки тому +2

    Top notch content as usual. Is there a video describing which one is prudent , investing in a multicap/flexicap fund Vs individual large+mid+small cap ?

    • @ETMONEY
      @ETMONEY  3 роки тому +1

      Thanks. We don't have a video on that as the funds won't be comparable. Because - 1. Flexicaps can have different allocations to large, mid and small & 2. Multicaps will have different stocks within the 50%:25%:25% allocations. Actually, some variations (like we did in this video and the asset allocation video) are possible but it would make sense if it is done on basis index funds rather than actively managed funds. Hope you are getting our quandary on this.

    • @nilanjacob9061
      @nilanjacob9061 3 роки тому +1

      @@ETMONEY A flexicap fund manager has liberty to tweak the cap allocation as per market behaviour but this liberty doesn't exist with a multicap as it's 50-25-25 . Is that understanding correct? And what is an ideal cap allocation : large-mid-small ? My risk score in the ET money app report was 42-56

  • @Hittheban
    @Hittheban 3 роки тому +3

    Sir, saw an article about icici multi asset fund saying it is very good.. When i compared with other funds in the same category, found quant multi asset fund in rank 1 and also better 1 year and 3 year returns. Is it safe to invest as sip in quant multiasset fund? Or should i go for icici, axis or any other? What's your opinion. Awaiting your response please 🙏

  • @shivakumarmath
    @shivakumarmath 2 роки тому +2

    ET money has looked into it in an entirely different dimension to present its viewers. very good information on multi-asset funds.. Bingeable show!!

    • @ETMONEY
      @ETMONEY  2 роки тому

      Thank you very much!

  • @vaibhavmurukate1485
    @vaibhavmurukate1485 3 роки тому +3

    Good analysis. Etmoney surely helps in fund selection. Thank you ❤️

    • @ETMONEY
      @ETMONEY  3 роки тому

      You're most welcome. Glad you liked it.

  • @123shainz
    @123shainz 5 місяців тому

    after just 3rd chapter of INTELLIGENT INVESTOR i am here ....listning to intelligent investing GURU

  • @subratamaity2935
    @subratamaity2935 3 роки тому +1

    I love to see your videos..First of all congratulations for achieving 2lakh subscriber base.. Recently many known personalities and some business houses are endorsing option tradeing...What is option tradeing? How it works? Is it gambling? Please do a video on it.

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thank you very much Subrata Maity.

  • @saurabhshah4124
    @saurabhshah4124 3 роки тому +1

    Many congratulations for 200K+ subscribers.. Thank you for spreading knowledge and making your viewers understand finance in easy way.. I have a video suggestion 1. How / Where to get historical data of various asset classes. 2. How to analyse mutual fund's past performance using various tools..

    • @ETMONEY
      @ETMONEY  3 роки тому

      Hi Saurabh Singh - thank you for your appreciation.
      1. Historical data on various assets can be fetched from the NSE website. Try this link: www1.nseindia.com/products/content/equities/indices/historical_index_data.htm
      2. Pls use the ETMONEY Report Card to get insights on most schemes based on performance, downside protection and ranking score

    • @saurabhshah4124
      @saurabhshah4124 3 роки тому

      Yes I use et money app for investment and refer your ratings & report card and it gives you quick insights of MF but still I request you if you can teach your viewers how to analyse MF past data.

  • @rvarma83
    @rvarma83 3 роки тому +3

    Many many congratulations👏🥳🎉 to the entire team of ETMONEY for achieving the major milestone of 2 lakh subscribers!!! Wishing you many more success! As usual, this video on multi asset allocation has been very informative and enlightening! Great work! 🙏👍👏🙌✌💪

    • @ETMONEY
      @ETMONEY  3 роки тому +1

      Thank you so much, Ramya Varma 😀 .. and thanks for your continued patronage of our channel.

  • @mohitkhurana1280
    @mohitkhurana1280 2 роки тому +1

    You told in this video that a multi asset fund can give 8-12% return. But on the other hand, icici multi asset fund, which has completed 20 years few days back, had given a cagr of 21.2 % since inception.

  • @ramyasri6093
    @ramyasri6093 3 роки тому +1

    That's a great video sir..pure gold...I wish your subscribers compound at a very fast pace. Please clarify the withdrawal rules in NPS Tier 1 if a person starts NPS investment after 65 years?

  • @biasbias539
    @biasbias539 3 роки тому

    Kindly consider doing a video about debentures, tbills, treps , call money, cash etc...

  • @nishinsaxena3719
    @nishinsaxena3719 2 роки тому +1

    Again a very nice, unbiased, balanced and crisp edu video. Good Job. Keep posting such informative videos

  • @MrAkhil3
    @MrAkhil3 3 роки тому

    All the videos on ETMoney channel have been to the point & with really good learnings. Can you also make a video on Smallcase & their marketing?

  • @sumeetk3960
    @sumeetk3960 3 роки тому

    High on Learning! Can you make video on Differentiating Dynamic asset allocation and multi asset fund with historical data across different market cycles?

  • @gauravj9376
    @gauravj9376 3 роки тому +1

    Isn't it better to invest 100% only in equity MF if investment horizon is 15-20 years?

    • @nayaksandeep2001
      @nayaksandeep2001 Рік тому

      Initially yes..but as your corpus becomes larger you have to have some downside protection

  • @shilpagupta2557
    @shilpagupta2557 3 роки тому +1

    The topic has been approached very ystematically.

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thanks, much appreciated

  • @theprg1059
    @theprg1059 3 роки тому +1

    Hello sir. My name is prayag and i am a regular follower of your channel. I have fixed asset of worth 2cr. I want to sell and generate monthly income from FD for 5 yr. Meanwhile from the monthly interest income, i'll make a investment portfolio plus other income sources like rental etc. After 5 yr i'll have a good portfolio that will give me a descent return. Apart from this i'll have my other income sources plus my 2 cr capital.
    By this strategy i want to retire right now. Plz do reply.

  • @srikanthkurella9121
    @srikanthkurella9121 3 роки тому +2

    Congrats for 200k

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thank you very much :)

  • @Rushikeshhome
    @Rushikeshhome 3 роки тому

    Your videos forced me to think but love your efforts. Could you explain what is the tax implementation on such funds? Coz the LTCG and the STCG for equity (Indian and the US), gold, Invts, REITs are different.

    • @Rushikeshhome
      @Rushikeshhome 3 роки тому

      And yes, congratulations on the 2 lakh milestone. 🎉🎉🎉 Can we meet the ETMoney UA-cam channel's team and the journey?

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thank you. Our YT team works remotely for now, we'll update if the team comes together anytime soon.

    • @ETMONEY
      @ETMONEY  3 роки тому

      On tax: please refer to this article, it'll help
      economictimes.indiatimes.com/wealth/tax/how-returns-from-various-asset-classes-are-taxed/tomorrowmakersshow/50415709.cms

  • @ManojJain-gn7bb
    @ManojJain-gn7bb 3 роки тому +1

    Do FD, PPF considered as debt fund or not?

    • @CAPARTH89
      @CAPARTH89 3 роки тому

      Yes. They are debt instruments. But cannot be considered as funds

  • @karangoraksh6859
    @karangoraksh6859 3 роки тому

    I have a question ET money... If i put my money in MF for 40years it becomes 5-6 crores what will be the tax on it. Assuming i invested 50 lac by sip during this period.

    • @ETMONEY
      @ETMONEY  3 роки тому

      Please watch our videos on equity and debt fund taxation, that'll help
      Debt: ua-cam.com/video/Gj3o4jMzfRw/v-deo.html
      Equity: ua-cam.com/video/G-DFuEi7NcA/v-deo.html

  • @prakashraghunathan2685
    @prakashraghunathan2685 3 роки тому +1

    A very good content and hope it would be useful to everyone

    • @ETMONEY
      @ETMONEY  3 роки тому

      Thank you Prakash Raghunathan

  • @dennissteyn8864
    @dennissteyn8864 3 роки тому +1

    Very informative, thanks 👍

    • @ETMONEY
      @ETMONEY  3 роки тому

      Most welcome. Glad you liked it

  • @getlost1989
    @getlost1989 3 роки тому +1

    Great video

  • @pankajmadhurSharma
    @pankajmadhurSharma 3 роки тому +1

    awesome research

  • @sach_in
    @sach_in Рік тому

    Well Explained

  • @amar23
    @amar23 3 роки тому

    The new rules are coming out for multi asset allocation funds like multi cap funds by sebi.

  • @Himwolf78
    @Himwolf78 3 роки тому +1

    I would suggest more graphs instead of just numbers. It would make presentation more interesting

  • @lambaps8747
    @lambaps8747 2 роки тому

    Sir how can I search rankings with ET money app

    • @ETMONEY
      @ETMONEY  2 роки тому

      Type in any scheme name and it will be there for most funds

  • @kmurari68
    @kmurari68 3 роки тому

    Excellent video as usual.
    Is it possible to start an SIP in my minor daughter's name ?

    • @gouseteluguvlogs741
      @gouseteluguvlogs741 3 роки тому +1

      Yes, through a guardian..

    • @kmurari68
      @kmurari68 3 роки тому

      Thanks, what I meant was through ET money app with myself as Guardian ? I am KYC compliant

    • @gouseteluguvlogs741
      @gouseteluguvlogs741 3 роки тому +1

      @@kmurari68 I suggest/recommend to start a iSIP directly through AMC website/app, instead of investing through third party apps.

    • @kmurari68
      @kmurari68 3 роки тому +1

      @@gouseteluguvlogs741 Thanks a lot sir

  • @samsonthomas5505
    @samsonthomas5505 Рік тому

    Great. This video helped me make my decision on multi asset mutual fund. Decided not to invest 😊.

    • @dr.riteshchhabra3611
      @dr.riteshchhabra3611 11 місяців тому

      Can I ask why U are not investing in multi asset funds..Just for perspective

  • @mathewnv9630
    @mathewnv9630 3 роки тому

    Why quantum multi asset fund which is in existence since 2012 is not covered? I have invested, very conservative people. But one should expect just like FD plus type of teturn.

  • @shibamghosh7421
    @shibamghosh7421 3 роки тому

    Sir, you didn't tell anything about taxation in Multi-asset funds...

  • @CAPARTH89
    @CAPARTH89 3 роки тому

    Parag Parikh fund also invest in US Equity

  • @shivakumarburli672
    @shivakumarburli672 3 роки тому

    Make videos on small cases

  • @premisrani111
    @premisrani111 3 роки тому

    Sir plz hindi me bhi video banaiye

    • @ETMONEY
      @ETMONEY  2 роки тому +1

      हमने हाल ही में हिंदी UA-cam channel शुरू किया है। कृपया लिंक पर क्लिक करें और हमारे हिंदी चैनल को subscribe करना न भूलें
      ua-cam.com/channels/zWtyDo9KmEC1JoAqa1LIEw.htmlvideos

  • @gauravbhisikar6381
    @gauravbhisikar6381 3 роки тому

    all weather smallcase 😒 I hate smallcase