Why Nifty Midcap150 Quality 50 index performance is a warning for factor investing fans

Поділитися
Вставка
  • Опубліковано 3 жов 2024

КОМЕНТАРІ • 41

  • @nirmalsomkure4664
    @nirmalsomkure4664 11 місяців тому +2

    Sir
    Quant MF has started a new fund called momentum fund….
    Only two fund in these space so far…..
    Any insights of yours will be blessing only….

    • @hafeezrahman9255
      @hafeezrahman9255 11 місяців тому

      Quant is for kids. That's what he says.

    • @nightwatchman6734
      @nightwatchman6734 7 місяців тому

      ​@@hafeezrahman9255 Can you please explain why so? I'm new to share market. It will be helpful to build my portfolio

    • @nightwatchman6734
      @nightwatchman6734 7 місяців тому

      ​@@hafeezrahman9255
      Can you please explain to me why? As I'm new to this share market, it just helps me to build my portfolio.
      Thanks in advance 😊

  • @rohitash4122
    @rohitash4122 10 місяців тому +1

    Sir after the new rules on indexation by Govt, are debt funds still recommended for emergency corpus. What are the alternatives for building emergency corpus ? I have replaced debt fund with an Arbitrage fund.

  • @dharanivc2598
    @dharanivc2598 8 місяців тому

    Hlo sir ur videos are very informative...can u please make a video about SWP...will it be helpful to make a regular income beyond inflation.. I'm a house wife..i hav some amount of lumpsum from my parents.. where to invest it to get some income monthly or quarterly...
    Thank you ❤

  • @Avi-Bhatta
    @Avi-Bhatta 11 місяців тому +2

    My two cents. Much like Growth style of investment, NSE quality index considers (a) EPS growth (b) ROE (c) Debt to Equity. However, it does not consider "Valuation" (e.g. PEG/ PB etc) and that is a crucial drawback. Quality/ growth at Any Price could be punishing. In 2021 valuation for growth stocks were somewhat unreasonable. From 2022, growth style is out of favour and this is coming out in the performance comparison between vanilla midcap 150 v midcap 150 quality 50. However we should not forget that point in time trailing return is not the best way of comparison.

    • @rurudra
      @rurudra 2 місяці тому

      There are multi factor indexes. Which combines many factors

  • @jyshgdkr
    @jyshgdkr 11 місяців тому +1

    Sir, are there any cautions to take as mutual fund portfolio size grows, apart from asset allcation and goal based equity contribution?

  • @doctorstrange-s1f
    @doctorstrange-s1f 2 місяці тому

    Sir did you exit this fund? I want to know because I am not sure whether to continue or exit this one

  • @balasubramanian-dk2my
    @balasubramanian-dk2my 11 місяців тому +1

    Sir so now can we conclude Actively managed Aggressive hybrid fund from reputed AMC like ICICI or Kotak is bettert than Low Volatility index fund ,topic of one of your ealier videos sir

  • @bhavneshparikh8283
    @bhavneshparikh8283 8 місяців тому

    Can you provide personal finance planning excel file?

  • @subhabratachoudhury
    @subhabratachoudhury 11 місяців тому +2

    Sir kindly make a video on what are those equity mf categories one should always keep in their portfolio. (Not for retired)

    • @K2Maji
      @K2Maji 11 місяців тому

      Probably categories with minimal or zero investment constraints for active funds. For passive nifty 50 index fund and next 50.

    • @pattufreefincal
      @pattufreefincal  11 місяців тому

      See lates article

  • @AbhinavSharma-zk5eb
    @AbhinavSharma-zk5eb 5 місяців тому

    Dear Pattu Sir,
    Please make a video on why one should or should not buy December put option to hedge their sizable MF corpus. Generally, they cost around 5% of the portfolio value. Does it provide an alternative to portfolio rebalancing without adding additional taxes?

  • @MohitYadav-th7fz
    @MohitYadav-th7fz 10 місяців тому

    Please Review my portfolio sir parag Parikh flexicap, Sbi mid cap & axis small cap fund each with 5000 rs total 15000 rs per month sip for 25 year's and 10 percent step up every year, I want 10 crores for my retirement is this portfolio Good..?🔥

  • @Pmth7447
    @Pmth7447 8 місяців тому

    @PersonalFinanceCalculators
    Is there any thumb rule to follow when it comes to controlling the size of an individual MF in ones portfolio? I mean if i have an Index fund that is reaching 1Cr in size, should i stop adding to it and start another index fund from a differnet AMC? Just to stretch the limits of our imagination, can you shed some light on the size of largest single MFs position size you have seen?

  • @padmashreesomanna415
    @padmashreesomanna415 8 місяців тому

    Hello Pattu sir....Thanks for all the suggestions and analysis of finance related topics....
    Sir, need your take on this situation....39 year old female, single, not working, owns home, owns car, no debts, parents are all taken care by themselves, savings of around 61 lks in post office term deposits, another 18.5 lks in MF investments which keepa getting redeemed, no medical insurance....do not like to go back to work space....
    Want to do achieve below goals by 42 and get monthly income of 25K
    - travelling to few overseas destination including Australia, Japan, Egypt, Greece, South Africa , Newzealand, US
    - upgrade to little more bigger car with more safety....

  • @alanjack7999
    @alanjack7999 6 місяців тому

    Hi Sir, could you please tell me the source of your data that you use to construct these graphs in all your videos. I would also like to do some analysis, where can i get this data from?

  • @princetonacademy6385
    @princetonacademy6385 7 місяців тому

    I have doubt on factor based index..Reason mentioned below…
    Nifty 200 Momentum 30
    Nifty 150 Midcap Momentum/Quality 50 index fund.
    Out of 200 they choose 30 only but out of 150 they choose 50 stocks…
    Why???
    For universe of indices..indices should be like this
    Nifty 200 momentum 50 and
    Nifty 150 Momentum/quality 30

    • @rurudra
      @rurudra 2 місяці тому +1

      Midcap is more volatility.. selecting more stocks best of momentum will be better than just selecting 30 in midcap universe.
      That's tha same reason they select 100 stocks in smallcap250 momentum quality 100

  • @jishnu18
    @jishnu18 11 місяців тому

    So in short one should just invest in the Nifty midcap 150 index instead of any factor based index.

  • @santunubhaduri5353
    @santunubhaduri5353 11 місяців тому

    But sir the stocks present in this index are very good A category midcaps...🤔

  • @spandansadhukhan
    @spandansadhukhan 10 місяців тому

    Hi pattu sir, is EPF is deducted under new tax regime

  • @akultomar7328
    @akultomar7328 9 місяців тому

    Hi, any thoughts on Midcap 50 index? I could only find this Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth fund right now.

  • @ksss1222
    @ksss1222 11 місяців тому

    Hello sir ,
    Your videos are amazing , I appreciate the data driven approach.
    Just one quick question ,
    The articles posted on your website , are the information and data mentioned in the articles accurate and reliable over there ?
    ( because sometimes your explanations in your videos get confusing so I can’t understand)

    • @pattufreefincal
      @pattufreefincal  11 місяців тому +2

      No they are fabricated. So are these.

  • @Suryadavinci
    @Suryadavinci 10 місяців тому

    Hi are you invested in Parag Parikh Flexi Cap fund, because of its low volatility?

    • @sekharpriyansu
      @sekharpriyansu 8 місяців тому +1

      It was mostly for foreign stocks like google and other tech companies. Now, he is probably stuck with it.

  • @umangaggarwal6343
    @umangaggarwal6343 11 місяців тому

    Sir make a video on s and p low vol index

  • @SunShine-ge3yj
    @SunShine-ge3yj 9 місяців тому

    Should I exit UTI midcap 150 quality 50 then?

    • @nightkingkills3840
      @nightkingkills3840 8 місяців тому +1

      No in 2023 momentum factor work may be in 2024-2025 quality will also work

    • @nightwatchman6734
      @nightwatchman6734 7 місяців тому

      ​@@nightkingkills3840
      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) ~ 10% Allocation (0.05% ER)
      2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
      3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
      4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
      5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
      These are my 5 Definite Index/active 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 and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
      By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
      And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, 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 Investment Portfolio, 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 depends 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?
      And also regarding the small cap fund, I also want to choose a small cap index fund namely nifty smallcap 250 momentum quality 100 which is better than the parent index (SC 250) , but currently there is only an ETF option available. So should I wait for an AMC to launch it as I'm just starting to invest or till that can I invest in SC 250 quality 50 or with the above mentioned Nippon India SC fund?
      Thanks in advance♥

    • @nightwatchman6734
      @nightwatchman6734 7 місяців тому

      ​@@nightkingkills3840
      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) ~ 10% Allocation (0.05% ER)
      2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
      3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
      4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
      5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
      These are my 5 Definite Index/active 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 and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
      By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
      And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, 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 Investment Portfolio, 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 depends 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?
      And also regarding the small cap fund, I also want to choose a small cap index fund namely nifty smallcap 250 momentum quality 100 which is better than the parent index (SC 250) , but currently there is only an ETF option available. So should I wait for an AMC to launch it as I'm just starting to invest or till that can I invest in SC 250 quality 50 or with the above mentioned Nippon India SC fund?
      Thanks in advance♥

  • @sarikasharma1080
    @sarikasharma1080 11 місяців тому

    sir i have a straight forward question - i have a sizeable corpus in debt fund. i want to move this money into equity funds for another 10 - 12 years. can you guide me 2 - 3 type of funds where i should put my money?

    • @pattufreefincal
      @pattufreefincal  11 місяців тому +5

      Sraight forward solution: If you want guidance get it fro a SEBI registered fee only advisor
      freefincal.com/list-of-fee-only-financial-planners-in-india/

    • @jishnu18
      @jishnu18 11 місяців тому

      You didn't mention your risk profile

    • @nightwatchman6734
      @nightwatchman6734 7 місяців тому

      ​@@jishnu18
      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 have 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) ~ 10% Allocation (0.05% ER)
      2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
      3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
      4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
      5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
      These are my 5 Definite Index/active 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 and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
      By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
      And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, 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 choose Index Funds over Active Mutual Funds.
      Sorry for the long para, but I need some prerequisite context to convey my thought process towards my Investment Portfolio, 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 anything 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
      @nightwatchman6734 7 місяців тому

      ​@@jishnu18
      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) ~ 10% Allocation (0.05% ER)
      2. EDELWEISS Nifty Next 50 index fund (for Large cap exposure) ~ 10% (0.09% ER)
      3. EDELWEISS Nifty midcap 150 momentum 50 index fund (for Mid cap exposure - only smart beta fund in my portfolio) ~ 30% (0.14% ER)
      4. Nippon Indian small cap fund (for Small cap exposure - only active fund in my portfolio) ~ 40% (0.67% ER)
      5. ICICI prudential Nasdaq 100 index fund (for global exposure - only international fund in my portfolio) ~ 10% (0.50% ER)
      These are my 5 Definite Index/active 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 and will also actively increase or decrease the SIP regarding the market fluctuations - investing more when the market dips and less when it's at an all time high.
      By saying this I have already covered my health insurance and term insurance and also have a good chunk of emergency fund.
      And also I'm not interested in any other asset classes such as Savings Account, FD, RD, PPF, NPS, REITS, 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 Investment Portfolio, 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 depends 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?
      And also regarding the small cap fund, I also want to choose a small cap index fund namely nifty smallcap 250 momentum quality 100 which is better than the parent index (SC 250) , but currently there is only an ETF option available. So should I wait for an AMC to launch it as I'm just starting to invest or till that can I invest in SC 250 quality 50 or with the above mentioned Nippon India SC fund?
      Thanks in advance♥