Ultimate analysis. Everywhere else it is so embellished. All suggesting one must go for this without diving deep. This is what seperates this channels value addition as compared to others. Big big admirer.. 🙏
Sir even you can see from chart that first 6 years nifty next 50 has not beaten the nifty index funds then from momentum index funds it takes time is all we can understand it is a great fund idea.
Sir, can you please make a video on your thoughts on current affairs of Bank Privatization. As a employee, shareholder or depositor how shall we look at it. Would appreciate your views
Sir what are your thoughts on ICICI Prudential Nifty Low Vol 30 ETF FOF? I read that Nifty Low Vol 30 outperforms the parent index more consistently than any other index fund.
Can we mix low + momentum or low vol + midcap 150 Quality 50 so that we can have both low volatility and momentum / Quality, if so in what ratio we can mix these and overall how much percentage we can have in our portfolio. Can we replace active flexicap funds with these factor based funds. I already investing in motilal oswal low volatility along with nifty index. thanks
I remember reading in plumb line that investment in Nifty 50 index and Nifty Next 50 index in 75:25 proportion for lower risk is suitable for those who appreciate index funds investment. Vis a vis the potential downturn in NN50 is any change in above strategy indicted ? As advised it is understood this is subject to goal orientation and asset allocation
Pattu sir, can you help me understand why do you believe NN50 is going to underperform for coming years.... If you have an article, can you help to share.... Curious to under the perspective.
Sir, I think people make life complicated unnecessarily, there are two super index Nifty 50 & Nifty Next 50, these two also driven by momentum many times, then what is the requirement for these kind of fancy indexes unless the fund houses doing their business which is great
Dear Sir, Thanks for the video. There are notifications sent from ICICI Prudential Mutual Fund regarding the changes in the fundamental attributes of their Balance Advantage Fund. Request you to provide your analysis on the same.
Totally disagree motilal oswal nifty 200 momentum 30 expense ratio - 0.31 which is equal to next 50 funds expense ratios and momentum 30 has performed better than NN50 in 5yrs, 10yrs,15yrs or since inception and momentum 30 has better downside protection than NN50 and better sharpe ratio, better alpha, better standard deviation than NN50, the only positive thing in NN50 is that it goes up faster than momentum 30 when market is bullish but for a long period of time momentum 30 is better in my opinion Correct me if I am wrong
Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and having enough patience to get high returns in a long period. I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage. 1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 15% Allocation (0.05% ER) 2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 15% (0.09% ER) 3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure) ~ 30% (0.14% ER) 4. DSP Nifty smallcap 250 quality 50 index fund (for Small cap exposure) ~ 20% (0.29% ER) 5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 20% (0.52% ER) Avg ER - 0.218% These are my 5 Definite Index mutual Funds which I will start, once I opt to invest. So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation. Investing method will be completely in step up SIP. By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund and gold(jewels). And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, InvITs, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options. So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this) As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even chosen Index Funds over Active Mutual Funds. Sorry for the long para, but I need some prerequisite context to convey my thought process towards my equity investing, so that you can get a glimpse of my investing style to guide me. So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing? And i will be pretty happy if my portfolio has a CAGR above 12% in the long run. Can you share your valuable thoughts over my vision and correct me if I'm wrong? Thanks in advance♥
@@nightwatchman6734 Hi, I am in my late 20s now and been earning for past 5 years, ICICI nifty next 50 had been my 3rd fund (after first two blunders of infra fund from DSP and another) .Been investing in SIP since 2017, with step ups, currently SIP amount in this fund is 15% of my monthly income, XIRR returns are decent at 24% (for NN50 ). I am impressed with your early planning and good picks at young age, especially midcap momentum which I am planning to start as well., I suggest remove NASDAQ ( returns taxed at income rate now, rupee not depreciating as before, stronger Indian economy outlook), ignore N 50 and NN 50, go for largemidcap 250 index alone, quant small cap instead of nippon, ignore small cap index funds, and start RD for cash in hand to invest during market crashes. Cheers.
Pattu Sir, I want to know y the actual gold price of 1g in inr and gold ETF price of 1unit are not matching each other?? 24k 1g is 4700 & 22k 1g is 4500 as on today in online. But the gold ETF 1 unit price is 4100. Y the ETF price is lesser than 24&22k actual gold. Then how this is a replacement way of investing in gold??!! Pls tell me sir.. expecting ur reply..
@@pattufreefincal yes sir, I understand that it's ETF price.. but gold ETF price is just like a stock share trading in stock market. it won't actually reflect the 24/22 k gold's market price. May it will lower than or greater than actual gold rate. We can't invest money in G ETF to buy actual gold in future.. Correct ah sir.
UTI Nifty200 Momentum 30 Index Fund: Who should invest?
freefincal.com/uti-nifty200-momentum-30-index-fund/
'Hi I'm Pattu from freefincal' has a separate fan base 🙏
I am like ... what the hack that spell was.
Ultimate analysis. Everywhere else it is so embellished. All suggesting one must go for this without diving deep. This is what seperates this channels value addition as compared to others. Big big admirer.. 🙏
Thank you
Sir even you can see from chart that first 6 years nifty next 50 has not beaten the nifty index funds then from momentum index funds it takes time is all we can understand it is a great fund idea.
Really liked the video...just one suggestion, could you please include in mutual fund review - how is downside protection
Thank you
Thanks for saving us bro 🙏🏻
Awesome 👍
Very cool
Sir, can you please make a video on your thoughts on current affairs of Bank Privatization. As a employee, shareholder or depositor how shall we look at it. Would appreciate your views
Sir what are your thoughts on ICICI Prudential Nifty Low Vol 30 ETF FOF? I read that Nifty Low Vol 30 outperforms the parent index more consistently than any other index fund.
Sir, can you pls make a video on moment 30 vs quality 30 vs low volatility
Can we mix low + momentum or low vol + midcap 150 Quality 50 so that we can have both low volatility and momentum / Quality, if so in what ratio we can mix these and overall how much percentage we can have in our portfolio. Can we replace active flexicap funds with these factor based funds. I already investing in motilal oswal low volatility along with nifty index. thanks
Hi sir, can you please do a video on floating rate debt funds
Sir , which one best ? Nifty 100 fund or nifty 50 and Nifty Next 50 Fund
Watched your old 2019 video about Momentum and you seemed to support MOMENTUM PLUS VALUE HYPOTHEIS? Do you still support that?
Sir, Any reason why UTI AMC released this index fund rather than a index fund for NIFTY ALPHA LOW VOLATILITY 30. Thanks.
Agreed. That one would have been a great choice or even the Low Volatility 30 would be great!
Hi, I couldn't find review for Nippon Passive Flexicap fund
I remember reading in plumb line that investment in Nifty 50 index and Nifty Next 50 index in 75:25 proportion for lower risk is suitable for those who appreciate index funds investment. Vis a vis the potential downturn in NN50 is any change in above strategy indicted ? As advised it is understood this is subject to goal orientation and asset allocation
no
Pattu sir, can you help me understand why do you believe NN50 is going to underperform for coming years.... If you have an article, can you help to share.... Curious to under the perspective.
I was referring to its underperformance in the last few years
Great analysis. Blatant misselling by AMCs as usual.
I will not calling mis-selling. Just usual embellishment
Thank you very much sir
How can v invest in dis fund now?
Sir, I think people make life complicated unnecessarily, there are two super index Nifty 50 & Nifty Next 50, these two also driven by momentum many times, then what is the requirement for these kind of fancy indexes unless the fund houses doing their business which is great
Great thing to sell during a bull run. 😑
Dear Sir, Thanks for the video. There are notifications sent from ICICI Prudential Mutual Fund regarding the changes in the fundamental attributes of their Balance Advantage Fund. Request you to provide your analysis on the same.
I had a look. Does not seem to be a major change
Thanks much sir
I think if portfolio rebalanced in 3 months or less its chances of outperforming nifty 50 will increase
Sir, From where you are downloading the data for plotting? (The history data for nifty200momentum30 etc)
From
www.niftyindices.com/reports/historical-data
Totally disagree
motilal oswal nifty 200 momentum 30 expense ratio - 0.31 which is equal to next 50 funds expense ratios and momentum 30 has performed better than NN50 in 5yrs, 10yrs,15yrs or since inception and momentum 30 has better downside protection than NN50 and better sharpe ratio, better alpha, better standard deviation than NN50, the only positive thing in NN50 is that it goes up faster than momentum 30 when market is bullish but for a long period of time momentum 30 is better in my opinion
Correct me if I am wrong
Hello Brother ☺, I'm in my early 20s and planning to be an aggressive equity and an ultra long term investor, basically having a higher risk tolerance and having enough patience to get high returns in a long period.
I'm gonna start my investment on APRIL 2024(next financial year). I don't have any specific goal oriented investment, better to say, that I'm investing for generational wealth creation or at least for my post retirement stage.
1. EDELWEISS Nifty 50 index fund (for Mega cap exposure) ~ 15% Allocation (0.05% ER)
2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 15% (0.09% ER)
3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure) ~ 30% (0.14% ER)
4. DSP Nifty smallcap 250 quality 50 index fund (for Small cap exposure) ~ 20% (0.29% ER)
5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 20% (0.52% ER)
Avg ER - 0.218%
These are my 5 Definite Index mutual Funds which I will start, once I opt to invest.
So literally investing in all the companies listed in the NSE from 1 to 500, where instead of investing in direct Nifty 500, I have diversified my entire portfolio based upon market capitalisation. Investing method will be completely in step up SIP.
By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund and gold(jewels).
And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, InvITs, Debt Funds, bonds, stocks, ETF's, Cryptocurrency, Real Estates, etc currently. Maybe in my late 20s, i.e.after marriage I will slowly start to include some of the other options.
So as of now, apart from index funds I may have one more asset class - Gold via SGB (not sure even i will try this)
As I'm at the initial stage of investing, I don't want to try hands on with direct equity/stocks. As it required huge research and continuous monitoring. I love to be a passive investor, that's why I have even chosen Index Funds over Active Mutual Funds.
Sorry for the long para, but I need some prerequisite context to convey my thought process towards my equity investing, so that you can get a glimpse of my investing style to guide me.
So my query is, is it really good to have only these 5 Funds in my portfolio regarding equity Funds, as inclusion of any more fund will result in overlapping. Is my investing style of only depending on Index is a good strategy, at least in my early stage of building wealth and considering my long run in investing?
And i will be pretty happy if my portfolio has a CAGR above 12% in the long run.
Can you share your valuable thoughts over my vision and correct me if I'm wrong?
Thanks in advance♥
@@nightwatchman6734 Hi, I am in my late 20s now and been earning for past 5 years, ICICI nifty next 50 had been my 3rd fund (after first two blunders of infra fund from DSP and another) .Been investing in SIP since 2017, with step ups, currently SIP amount in this fund is 15% of my monthly income, XIRR returns are decent at 24% (for NN50 ). I am impressed with your early planning and good picks at young age, especially midcap momentum which I am planning to start as well., I suggest remove NASDAQ ( returns taxed at income rate now, rupee not depreciating as before, stronger Indian economy outlook), ignore N 50 and NN 50, go for largemidcap 250 index alone, quant small cap instead of nippon, ignore small cap index funds, and start RD for cash in hand to invest during market crashes. Cheers.
@chaitanya, I think the biggest conclusion is when markets are rangebound , momentum dies. and NN50 becomes slightly better
997th views sir
Pattu Sir, I want to know y the actual gold price of 1g in inr and gold ETF price of 1unit are not matching each other?? 24k 1g is 4700 & 22k 1g is 4500 as on today in online. But the gold ETF 1 unit price is 4100. Y the ETF price is lesser than 24&22k actual gold. Then how this is a replacement way of investing in gold??!! Pls tell me sir.. expecting ur reply..
That is the cost of ETFs!
@@pattufreefincal yes sir, I understand that it's ETF price.. but gold ETF price is just like a stock share trading in stock market. it won't actually reflect the 24/22 k gold's market price. May it will lower than or greater than actual gold rate. We can't invest money in G ETF to buy actual gold in future.. Correct ah sir.
Very good question. But no answer yet
Tamil video sir,,,
sir is there any index fund tracking nifty alpha 50 index??
not yet