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100% Investment in Small Cap Funds ? Is It Right to Invest Everything in Small Cap Mutual Funds ? 

Phronesis Investor Academy
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Should we invest 100% of our equity allocation in small cap mutual funds ?
In this video on best small cap funds for 2024, we will get to know the following :
What are small cap stocks ?
What are small cap mutual funds ?
Past performance of small cap mutual funds.
Should we invest all our investment in small cap funds ?
Why small cap returns are volatile ?
What type of investor should invest in small cap funds ?
What should be the investment horizon and risk profile of investor for small cap investment ?
How much exposure we should take in small cap funds ?
You will get to know the returns of following small cap funds funds :
Axis Small Cap Fund
Bank of India Small Cap Fund
Canara Robeco Small Cap Fund
DSP Small Cap Fund
Edelweiss Small Cap Fund
IDFC Emerging Businesses Fund
Invesco India Smallcap Fund
ITI Small Cap Fund
Kotak Small Cap Fund
L&T Emerging Businesses Fund
Nippon India Small Cap
Quant Small Cap Fund
SBI Small Cap Fund
Sundaram Small Cap Fund
Tata Small Cap Fund
Union Small Cap Fund
#phronesisinvestoracademy #mutualfunds #smallcapfunds
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Mr. Dharmendra Kumar Singh is an AMFI Registered Mutual Fund Distributor.
Education: Mr. Singh is an Engineering Graduate and has done PGDM from K J Somaiya, Mumbai.
Experience: He has more than 16 Years of experience in Financial markets. He has worked in top Indian and foreign Banks and companies like Citibank, HDFC Bank, ICICI Bank and Darashaw & Co.Pvt.Ltd. in their respective investment advisory and wealth management teams.
Certifications :
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
NISM Series X-B: Investment Adviser (Level 2) Certification Examination
NISM-Series-XV: Research Analyst Certification Examination
NISM - Series - XXI - A : Portfolio Management Services (PMS) Distributors Certification
Certificate Course in Foreign Exchange (Indian Institute of Banking & Finance)
Licentiate Examination of the Insurance Institute of India
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👉 Disclaimer ►
Information provided in this video is for educational purpose only. It is not intended to be taken as any financial or any other type of advice. These are not any recommendations for any mutual funds or stocks or any other investment and are meant only for educational purposes.
The following Video is based on research from various websites, books etc., and may include opinions of one or more persons who may not necessarily be a part of the Phronesis Investor Academy team. Dharmendra Kumar Singh and Phronesis Investor Academy team do not accept any responsibility or liability for the accuracy, content, completeness, legality or reliability of the information given in this video.
Mr. Dharmendra Kumar Singh is an AMFI-Registered Mutual Fund Distributor.
Stocks & Mutual funds investment are subject to market risk. Please read all scheme related documents carefully before investing.
Kindly seek advice from your investment adviser before investing. User discretion advised.

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11 сен 2024

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Комментарии : 56   
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Multiply Your Investment Knowledge with our Online Courses : 1. Masters of Stock Investing (MSI Course) 2. Masters of Mutual Fund (MMF Course) Website Link - www.phronesisinvestor.in/s/store What's App No - 9035318500
@trilochan1990
@trilochan1990 22 дня назад
In 5 years+ horizon..all Active smallcap funds will do better than index smallcap funds..
@religionofpeace782
@religionofpeace782 22 дня назад
10 years not 5 years.
@adityanandchakilam5813
@adityanandchakilam5813 22 дня назад
If market remains bullish and stable market can give good returns in 10+ years time. If any pandemic like Corona or war like situation comes, small cap funds will be effected most.
@trilochan1990
@trilochan1990 22 дня назад
@@adityanandchakilam5813 No problem, My horizon is 12 years plus
@user-cd1tb4ff6d
@user-cd1tb4ff6d 22 дня назад
@@adityanandchakilam5813 is it..can u please look at large cap funds chart during covid times and compare them with small cap.Then u will know they both fell almost same
@narayanansreenivasan2558
@narayanansreenivasan2558 22 дня назад
@@adityanandchakilam5813will be affected yes!!! But will bounce back too so key is to hold tight and stay invested during those tough times
@Dey..Your_family_guide1234
@Dey..Your_family_guide1234 22 дня назад
There are so many so called experts but you are one of the real experts. Only thing is you never discuss about your portfolio and also its size but can give a second thought to change as it will help others to rely on you more as well as learn more. Anyway your videos are of very high qualities, keep it up.🎉🎉🎉🎉
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Thanks a lot 🙏
@AmitKumar-bg6kz
@AmitKumar-bg6kz 22 дня назад
SIR me 20Years ke liye 2000 month sip start karna chahta hu Sir 22-25% consistence return de sake esaa koi fund bataye for 20 years 🙏🙏🙏🙏🙏
@amitdutta1903
@amitdutta1903 22 дня назад
Why don't include "Manulife small cap fund" in your selection List?? That fund already beat the benchmark...
@anilkhetarpal2119
@anilkhetarpal2119 22 дня назад
Small Cap Funds are for very long time. So one should not worry for less return in one or two years. The greater the risk the greater the profit. So stay cool & remain invested.
@rajendrakumarkachhawa3571
@rajendrakumarkachhawa3571 9 дней назад
very good practical knowledge. Thanks.
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 9 дней назад
Always welcome 🙂
@mainaksarkar6392
@mainaksarkar6392 22 дня назад
Sir, Many many thanks for 360° answers of the very questions in my mind. Please please mid cap segment now.🙏
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Always welcome 🙂. Do share these videos with your friends.
@Pandey-c3s
@Pandey-c3s 22 дня назад
4000quant small cap Nippon small cap 1500 10 %step up
@vednidhitiwari
@vednidhitiwari 22 дня назад
1.PLEASE MAKE A VIDEO ON INVESTMENT IN NIFTY MICROCAP INDEX OR ACTIVE MUTUAL FUND 1. PLEASE MAKE VIDEO ON SIP RETURNS IN QUARTERLY,MONTHLY, WEEKLY AND DAILY TIME FRAME
@vineeshp6
@vineeshp6 22 дня назад
In the last decade, Aditya Birla small cap returns were the least. It gave 5x returns. Sbi and Nippon gave 10x + returns. That's the power of small caps
@amitjadon4872
@amitjadon4872 22 дня назад
Apki batayi hui baat samjh aati he bhut acha video banate he ap
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Bahut bahut dhanyabad 🙂
@pinakisarkar2902
@pinakisarkar2902 22 дня назад
Benchmark se kom return firbhi sabche achha return.
@rahuld0906941
@rahuld0906941 20 дней назад
@@pinakisarkar2902 Macher jhol
@jaiprakashsingh5551
@jaiprakashsingh5551 17 дней назад
Long term me smal cap mid flexi cap Acha karege time period more than 12 years rakhna padega
@dineshkumar-wb9oc
@dineshkumar-wb9oc 18 дней назад
🎉🎉❤❤
@samirsen6120
@samirsen6120 22 дня назад
Congratulation sir for 1L subscriber...I m also from them
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Thanks a lot 🙂
@ilyasshaikh9419
@ilyasshaikh9419 22 дня назад
Small capMutual fund me ek magic hai. HDFC mutual fundwale useme 10% investment karte hai. Aur is HDFC stock ka return hi 0% one year me aur 50 % 5 year . To bhai achieve returns kaha banenge batao.
@BHAVIN_PATEL_21
@BHAVIN_PATEL_21 22 дня назад
Congratulations for 100k subscribers sir 🎉
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Thank you so much 🙂
@dhamsadharmudharam
@dhamsadharmudharam 22 дня назад
Small Mid Flexi Multi all these types of MF have a mix of Large Mid and Small cap stocks in them of various proportions. So if our cap allocation at portfolio level is large:mid:small::50:25:25 is ok? Or should we look to hold only 3 types of MF instead
@Priyanka-g3w9q
@Priyanka-g3w9q 22 дня назад
Sir....1000₹ sip Large & mid cap fund..ya mid cap fund me karu...15 years ke liye....age 40...atleast 1 flexicap...aur small cap me sip shuru hai....plesse guide kare
@NSP3
@NSP3 22 дня назад
Sir u shoild join sebi as chief manager. Your advice suggestions and soft talking way is best and very well understood
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Thank you so much 🙂
@banshidharhota5375
@banshidharhota5375 22 дня назад
What is the Procedure to open nifty 50 index fund
@ravindrakulkarni4259
@ravindrakulkarni4259 22 дня назад
True suggestion
@prakashsawant3183
@prakashsawant3183 21 день назад
Not agreed. Mutual Fund investment is for more than 5 years. Checking performance with in 5 years is not realistic.
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 21 день назад
Please watch the complete video. Then you will agree.
@arpotarafdar1272
@arpotarafdar1272 22 дня назад
Is it time to quit axis small cap fund?
@PREMKUMAR-cx2sw
@PREMKUMAR-cx2sw 22 дня назад
4flexi cap fund choose karen
@bivash603
@bivash603 22 дня назад
Thanks
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Always welcome 🙂
@shatabdidas4734
@shatabdidas4734 22 дня назад
Sir is this a good time to invest in small cap Plz reply
@Sprituality1122
@Sprituality1122 19 дней назад
Yes
@nightingaleprofession
@nightingaleprofession 22 дня назад
Sir COVID mai Large cap ktna gira tha??? Yeh to btawoo please
@user-cd1tb4ff6d
@user-cd1tb4ff6d 22 дня назад
inhone nahi dekha woh data...small aur large cap same gire the...
@jitendratank5545
@jitendratank5545 22 дня назад
@SAHIL___OP--PRO
@SAHIL___OP--PRO 22 дня назад
100k subs congratulations 🎉❤
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Thanks a lot 🙂
@Finaceonly
@Finaceonly 22 дня назад
सर आप रिस्क किसको कहते हो क्या स्माल कैप 0 हो सकता है yh तो समजाओ
@PhronesisInvestorAcademy
@PhronesisInvestorAcademy 22 дня назад
Please watch the complete video, We have covered this topic in this video
@Rudr_Nishtha_Me
@Rudr_Nishtha_Me 22 дня назад
Please make a dummy portfolios
@basudevjana8811
@basudevjana8811 22 дня назад
Sir, please review my Portfolio- Modarate Risk Profile, Investment Period=(10-15)Years ,Total Monthly SIP-7000/ 1.Nippon India large cap-2000/ 2.Icici prudential Focused equity fund -1500/ 3.Axis Small cap-1500/ 4.Motilal Oswal Midcap -2000/
@ankitmahla97
@ankitmahla97 22 дня назад
MO midcap ko 4000 kr de bhai
@jaiprakashsingh5551
@jaiprakashsingh5551 17 дней назад
Top fund Canara robeco small cap fund direct Dsp smalcap 250 quality 50 index fund direct growth
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