SEBI's warning on Small Cap and Mid Cap Funds

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  • Опубліковано 1 бер 2024
  • This video is for educational and informational purposes only. Viewers should consult their Insurance Advisors/financial advisors/ Tax Consultants before making any investment decisions.
    Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
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    #smallcap #midcap #risk #mutualfunds #pankajmathpal

КОМЕНТАРІ • 94

  • @trishitapan1229
    @trishitapan1229 5 місяців тому +1

    Very nice discussion, earlier also you guided us about small & midcap,thank you sir.

  • @SukhdevSingh-fb7ww
    @SukhdevSingh-fb7ww 5 місяців тому +3

    Very valuable and timely information.thanks

  • @anilkhetarpal2119
    @anilkhetarpal2119 5 місяців тому +2

    Small Cap funds are for very long time. Investors should nite this before investing in small cap funds. Mid cap funds should be invested for 5 years to get reasonable returns.

  • @gurcharansingh5534
    @gurcharansingh5534 5 місяців тому +2

    Thank you for knowledge/ information sharing

  • @suneelarya4427
    @suneelarya4427 5 місяців тому

    Really nice n correct information by Pankaj ji...Thank you.

  • @niharikaverma1640
    @niharikaverma1640 5 місяців тому +4

    Namaste sir,abhi iss waqt kaun se fund me investment karna sahi rhega???? please reply.investment in both sip and lumsum???

  • @RakeshKumarSingh-wf5ux
    @RakeshKumarSingh-wf5ux 5 місяців тому

    Very valuable input sir.

  • @deenbandhudwivedi9393
    @deenbandhudwivedi9393 5 місяців тому +1

    Valuable❤

  • @raman5682
    @raman5682 5 місяців тому +1

    Sir Knowledge given by your channel is awesome. I recommend all my friends and they also learn. Please review my portfolio. 1. Parag parikh Tax saver 10k 2. Quant flexi cap 10k. 3. JM flexi cap 10k
    4. Quant mid cap 10k
    5. Bandhan small cap 10k
    No redeem needed for next 10 years. Keeping separate emergency fund. Regards.

  • @sgBNG1967
    @sgBNG1967 5 місяців тому +1

    Pankaj saab, Aditya Birla PSU mutual fund ke bare me aap ka kya opinion hai. Is it worth investing

  • @rohannaik4327
    @rohannaik4327 5 місяців тому

    Pankaj matpal sir. You are the best

  • @ashokkumarjain3643
    @ashokkumarjain3643 5 місяців тому +5

    सेबी को कम से कम 6महीने पहले जाग जाना चाहिए था

  • @vijaykumarshikari1765
    @vijaykumarshikari1765 5 місяців тому

    Very good msg

  • @jigneshpatelamcobrothers5590
    @jigneshpatelamcobrothers5590 4 місяці тому

    Very important information thanks sir

  • @ganeshsinghmehra8503
    @ganeshsinghmehra8503 5 місяців тому +1

    जी रया मठपाल जी 🙏🙏

  • @user-sf4gp3bj7x
    @user-sf4gp3bj7x 5 місяців тому +1

    Nice sir

  • @vasimkhan6416
    @vasimkhan6416 5 місяців тому +1

    🙏 Sir mere pass 4 sip h 1000/ month ki, sbi large midcap
    Bandhan small cap 250
    Prag parekh flexcap
    Nippon india small cap, kya ye sahi h?

  • @NerurkarsKitchen
    @NerurkarsKitchen 4 місяці тому +2

    Sir me nippon India small me 20k and 15k quant small cap me SIP kr na chahta hu for next 10 years.. Is it advisable..

  • @ykmishra8488
    @ykmishra8488 4 місяці тому

    Good advice

  • @kaustubh3084
    @kaustubh3084 5 місяців тому +1

    Interest jyada milta hai small cap main lekin volatility bhi jyada hai jisko jamta hai wo karta hai. Main to hybrid or large cap main interested hu long term se.

  • @suneelarya4427
    @suneelarya4427 5 місяців тому +1

    SBI small cap aaj ke time mai only 46%paisa hi invest ker raha hai rest cash in hand hai....jissay return bhi Kam aayega

  • @ajmalpasha7035
    @ajmalpasha7035 4 місяці тому +1

    Sabhi index all time high par hein . Jab Sebi aur youtube TV pa jo bhi Bawall khada hota hai toh Samajh lo k Operator Game ho raha hai . Election k Baad Operator Zabrdast game khelega. Large cap ku bhi bhagayega mid&smallcap ku bhi saath saath bhagayega

  • @premdoriya7994
    @premdoriya7994 5 місяців тому +3

    जनाब, जैसे सरकार म्यूचुअल फंड सही है की कैंपेन चला रही है और लोगों को इन्वेस्टमेंट के लिए इनकॉरेज कर रही, तो जो लोग इन्वेस्ट कर रहे हैं, अगर वो mid और small cap की बजाए large cap में इन्वेस्ट करते हैं तो यही स्थिति large cap में भी तो हो सकती है.. उस case में क्या किया जा सकता है एक इन्वेस्टर द्वारा और सरकार या amc द्वारा??

    • @pankajmathpal
      @pankajmathpal  5 місяців тому +1

      संक्षिप्त में कहूंगा की लार्ज कैप में फिलहाल ऐसी स्थिति नहीं आयेगी। इसकी कई वजह हैं। कभी वीडियो बनाकर जानकारी दूंगा। दूसरी बात एसेट एलोकेशन और डाइवर्सिफिकेशन इस लिए ही महत्वपूर्ण हो जाता है।

    • @SunilShingne-em4fg
      @SunilShingne-em4fg 5 місяців тому

      10-15 saal hai aapke pas to chinta nako karo lag jao mid cap me.

    • @premdoriya7994
      @premdoriya7994 4 місяці тому +1

      @@pankajmathpal thanx sir , will wait for that video

  • @user-sf4gp3bj7x
    @user-sf4gp3bj7x 5 місяців тому

    V.nice

  • @dilrajbara5374
    @dilrajbara5374 5 місяців тому +1

    Sir....i am new to Mutual funds.....recently i invested little amount of Rs. 5000/- (per month) on SBI Small Cap Fund....My plan is to invest the amount for long period (around 10-15 years) though my agent told me that the return on Small Cap would be high around 26 or above......i want to know like in worst to worst condition and low to low condition how much return i will get in long run? Please guide.

  • @amitbaunthiyal1685
    @amitbaunthiyal1685 4 місяці тому

    Sir maine first time aapka video dekha boaht acha laga. Aap bohat acha review dete hain...
    Sir ager main 1 lakh ka lumsum amount quant small cap fund direct growth mein invest karu to 10 year mein kitna return mil sakta hai

  • @vijaykumarshikari1765
    @vijaykumarshikari1765 5 місяців тому +1

    Please review my portfolio
    1), 10000/ quant small cap
    2) 10000/ motilal oswal mid cap
    3) 10000/sbi large and midcap
    4)10000/ parag parik flexi cap
    5) 10000/ ICICI multi asset fund
    My age is 27 years. I am a software engineer
    10 years retirement plan. How much corpus generate. Please give me advice

  • @neerajmathur173
    @neerajmathur173 5 місяців тому

    Sir maine abhi HDFC mid cap opportunity main lumsum amount invest Kiya hai kya ye sahi hai ya mujhe bahar nikal jana chahiye

  • @rajbirahlawat6502
    @rajbirahlawat6502 5 місяців тому

    Sir Pgim midcap ke return kam hai kaya reedim kar Lena sahi rahega. Wait 1sal kar Liya. Please Jawab dena. Ram Ram.

    • @RohitKumar-ib2er
      @RohitKumar-ib2er 4 місяці тому

      Its your choice but i will advise wait for at least 3 to 4 years

  • @dhirendergupta1222
    @dhirendergupta1222 5 місяців тому +1

    But sir you have said this before six months

  • @PrabhatKumar-vh6hx
    @PrabhatKumar-vh6hx 5 місяців тому

    Sir sahi fund batay

  • @jigneshdoshi7892
    @jigneshdoshi7892 5 місяців тому

    Har bar Retailor ko nuksan hota hai.small cap me liquility come hoti hai.

  • @anilkhetarpal2119
    @anilkhetarpal2119 5 місяців тому

    SEBI should give more time to adjust portfolio

  • @somnathmishra5439
    @somnathmishra5439 4 місяці тому

    Sir main 7715 rs ka monthly SIP karta hun.
    LargeCap - 5000 rs
    Midcap- 1090 rs
    Small cap- 1500 rs
    Kya ye sahi hai sir.
    I will increase by 20% every year.
    My goal is approx 15 years.
    Isme loss to nahi hoga na sir.
    Bas yahi jan na chata hu

  • @sujaymondal1236
    @sujaymondal1236 5 місяців тому +1

    Sir plz 5lakh lumsum 7 to 10 yrs kom sa found me rakhu ….. mera 2 sip chal raha hai SBI focused equity 2000 and Icici multicup me 3000 1 new sip start karna chata hu plz help ……

    • @abhi5917
      @abhi5917 5 місяців тому +2

      Abhi lumpsum ka tym nahi h buddy.... fund ko 6 ya 8 pieces me break kro and monthly kisi ek date p sip k through invest kro

  • @dileepverma8793
    @dileepverma8793 5 місяців тому

    Re balance to ab 3 month baad hi karenge.....

  • @c00lprakrit
    @c00lprakrit 5 місяців тому +2

    Jab lene wala agree aur seller agree to sarkar ke pet me kyu dard hai?

    • @Aayush-fy8by
      @Aayush-fy8by 4 місяці тому +2

      Kyoki had se jyda paisa ager ek admi fund me daal dega to uski value or high hojayegi for exam koi ladki hai ekdam bekar fir bhi use 100 ladke bhav dere hai to uske bhav bhi to asman chune lagengay esliye uski aukat sbko pata rahe esliye fund ki sip limit kr di gai hai😂

    • @hemantjain8455
      @hemantjain8455 4 місяці тому

      ❤❤😂😂

  • @vishalguruji2011
    @vishalguruji2011 5 місяців тому

    itna deeply agr hme samjh ata to hm MF me paisa kyo dalate, hm direct share me invest na kar de

  • @kimikkashyap7911
    @kimikkashyap7911 5 місяців тому +1

    Sir maine 5 lacs each invest kiye hai sbi magnum midcap, sbi equity hybrid fund and sbi contra from my retired money. Kindly review I have already invested 2 lacs in sbi equity hybrid and 1 lac in sbi advantage balanced fund. Kindly review my portfolio

    • @raghav1827
      @raghav1827 5 місяців тому

      Sir very dangerous investment strategy. To play safe you should invest 10L in SBI Bluechip and HDFC balance advantage funds. Then remaining i would suggest you should park 2.5 into SBI midcap and 2.5L into quant small cap fund

  • @dhirendergupta1222
    @dhirendergupta1222 5 місяців тому

    Sir
    What about LARGE CAP

    • @pankajmathpal
      @pankajmathpal  5 місяців тому

      Large cap valuations are fair. Increase your allocation in large cap and decrease in small cap this time.

  • @dileepverma8793
    @dileepverma8793 5 місяців тому +1

    Tata Small cap me maximum per month kitne ki SIP kar sakte Hain.....?

  • @santoshsatpute6383
    @santoshsatpute6383 4 місяці тому

    सर आपकी बात मानकर मैने mid cap smal cap से पैसे निकाले😂😂😂

  • @Ranbir125
    @Ranbir125 5 місяців тому

    Toh phir Sir Small cap or Mid cap mein SIP band kardu kya? Abhi naya shuru kiya hai sip

    • @sandeepgoyal144
      @sandeepgoyal144 5 місяців тому

      Yes

    • @Leo-gc3hq
      @Leo-gc3hq 5 місяців тому

      Kuch na kariyo bhaya...aisen bakwaasbaazi chalat rhi hamesha

    • @SunilShingne-em4fg
      @SunilShingne-em4fg 5 місяців тому

      Ye large cap walon ka khela hai..Manage karykram hai.. samjo.. bindhast chalo.

    • @Ranbir125
      @Ranbir125 5 місяців тому

      @@SunilShingne-em4fg Ok bhai

    • @Ranbir125
      @Ranbir125 5 місяців тому

      @@Leo-gc3hq Ok bhai

  • @108_SURYA_ETF
    @108_SURYA_ETF 5 місяців тому

    अभी भी पोर्टफोलियो में 70/20/10 के दायरे में होल्ड रखना चाहिए

  • @anilkumar-lx4hw
    @anilkumar-lx4hw 5 місяців тому

    Anil मेरे पास एचएसबीसी का स्मॉल कैप है

  • @Rahul_Vashistha
    @Rahul_Vashistha 4 місяці тому

    Sir पिछले six month में पैसा डबल हो गया है तो क्या partially profit book कर लेना चाइए

  • @user-xz8kz3su9u
    @user-xz8kz3su9u 5 місяців тому

    Filhaal Jo mid cap and small cap me already invested hein woh kya karen please suggest

  • @apurbamaity969
    @apurbamaity969 5 місяців тому +1

    But how to rebalanced, pl make a video. Nobody guide us. Everybody simply giving lectures.

    • @user-xh6rq6yo6d
      @user-xh6rq6yo6d 5 місяців тому

      Shift some portion of small cap funds to balanced advantage, multi asset allocation or dynamic asset allocation funds for some time.

  • @abhi5917
    @abhi5917 5 місяців тому +2

    Zor Se Bolo Jai Mata DII

  • @ashishtalyan
    @ashishtalyan 5 місяців тому +2

    कुछ नही होने वाला , हर बार की यही कहानी है 😂😂😂😂

  • @Leo-gc3hq
    @Leo-gc3hq 5 місяців тому

    Lambe samay 10-15 saal k liyo kisse ma bhi invest kauno chinta ki baat na se manne laage se

    • @pankajmathpal
      @pankajmathpal  5 місяців тому

      Equity investment is best for long term. But asset allocation and portfolio rebalancing from time to time is important.

  • @upendrasingh2345
    @upendrasingh2345 5 місяців тому +2

    सर...एचडीएफसी मिड कैप ऑपर्च्युनिटीज और एचएसबीसी स्माल कैप में 2018 से दोनों में तीन - तीन हजार की SIP चल रही है जो डबल से ज्यादा हो गई है...मुझे बेटी की शादी के लिए नवंबर 2024 या मई 2025 में पैसों की जरूरत पड़ेगी क्या करूं....?? पूरा निकाल लूं या प्रॉफिट वाला पोर्शन ? निकालाने पर कोई चार्ज लगेगा क्या..? और निकाल कर शादी के वक्त तक के लिए इसे मैं कहां रखूं प्लीज गाइड करें मुझे सर.❤

    • @rahulranjan7487
      @rahulranjan7487 5 місяців тому +2

      Abhi nikal kr debt fund me daal do bhot achha rhega 😮

    • @vaibhavgupta7103
      @vaibhavgupta7103 5 місяців тому +1

      Agar nikal lo to debt fund best he guaranteed return k liye

  • @Rajiv-Kamboj-Bittu
    @Rajiv-Kamboj-Bittu 5 місяців тому

    Hallo Sir, my age is 39 year
    Please review my portfolio, I have started SIP before six month ago
    1. Tata small cap fund DG Rs 1000
    2. Motilal Midcap DG Rs 1000
    3. ICICI Bluechip DG Rs 1000
    4. Parag parikh Flexi cap Rs 1000
    5. Navy nifty 50 index Rs 500 SIP and other lumpsum amount.
    Time horizon is 7 year with 10% increase in SIP amount yearly.
    So please review my portfolio, I will be thankful to you 🙏🏻

  • @MRI19998
    @MRI19998 5 місяців тому

    SEBI KO CHARBI JADA HAI. JAB PMC BANK DUBA TOH LOGO KE HITO KE RAKSHA NAHI KE TAB KAHA MAAR GAYA THA SEBI AND RBI.