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RISKS and ALTERNATIVES of Small-Cap Funds! | Ankur Warikoo Hindi 

warikoo
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In this insightful video, I delve into the world of small-cap mutual funds, unpacking their nuances and implications for investors. We explore the dynamics of small-cap investing, shedding light on the potential rewards and risks associated with this investment strategy.
But that's not all. I also share strategic alternatives to mitigate these risks, particularly through the incorporation of hybrid funds into your investment portfolio. By blending small-cap exposure with other asset classes, investors can achieve a more balanced approach to wealth accumulation while still tapping into the growth potential of smaller companies.
Join me as we navigate the intricate landscape of mutual fund investing, empowering you to make informed decisions and maximize your investment returns while effectively managing risk.
#MutualFunds #Investing #warikoo
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4 июн 2024

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Комментарии : 410   
@warikoo
@warikoo 24 дня назад
Buy my new book 'MAKE EPIC MONEY' here: www.makeepicmoney.com/ My Money Apps: bit.ly/3Zg56eR Start your own business: bigrock-in.sjv.io/6eZ1KK My bestselling books: ‘GET EPIC SHIT DONE’: ankurwarikoo.com/getepicshitdone ‘Do Epic Shit’: ankurwarikoo.com/doepicshit My gear for shooting this video: 🎥 Sony a7III camera: bit.ly/3M42wAV 🎬 Sony FE 24-70 f2.8 Lens: bit.ly/3KCCiF0 🎙 Shure SM7B Microphone: bit.ly/3O1NAVA 🔆 Fill Light 60W: bit.ly/37aJolP 💡 Key Light 150W: bit.ly/3O9nyjs 📽 Benro IT15 Tripod for Sony a7III camera: bit.ly/3O4PvJ1 Useful links: 20 books for your 20s: bit.ly/WarikooBooks 20 online courses for your 20s: bit.ly/WarikooOnlineCourses Gadgets that I use: bit.ly/WarikooGadgets The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L and in 2022 we contributed 53L.
@sachkesiwakuchnahi7231
@sachkesiwakuchnahi7231 21 день назад
Today I started investing in Quant Small Cap (3k) and Mid Cap MF (1K). Am I right? Is my choice right?
@AnshuKumar-bm3kz
@AnshuKumar-bm3kz 21 день назад
Sir which investment is best sir By doing PF double or triple Or by investing in stock market
@Rakhivlogs110
@Rakhivlogs110 19 дней назад
Uncle aapko Etna hi Jankari hai Main aapko 200 core deta hoon kitne Dubble kr doge
@roshanpatil6582
@roshanpatil6582 18 дней назад
Sir, which investment is good “SIP” or “ETF”. As per your latest series of “money matters” your suggestion is SIP. So, out of these 2 which is good and safe investment?
@abuusmanbarbhuiya
@abuusmanbarbhuiya 18 дней назад
Sir muajha ek loan Lana hai 2nd hand truck Lana ke liye 11 Lakh ka kun sa best hoga please batao
@benitabussell5053
@benitabussell5053 14 дней назад
I've kept much of my savings in cash for safety, but I'm unsure if it's right for retirement. Contemplating investing $400K in stocks, as I've heard investors can profit in tough times. Unsure about my next move.
@RickWatson-xu6gw
@RickWatson-xu6gw 14 дней назад
it's wise to redistribute your capital to mitigate risks during market fluctuations. Consulting a financial advisor can help simplify this process.
@A_francis
@A_francis 14 дней назад
Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t really start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
@benitabussell5053
@benitabussell5053 14 дней назад
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
@A_francis
@A_francis 14 дней назад
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
@akashkumar-mf9vr
@akashkumar-mf9vr 6 дней назад
@@A_francis well played
@aniljamwal90
@aniljamwal90 19 дней назад
Thanku u sir for teaching us a valueable lesson ❤
@contactsouvik
@contactsouvik 21 день назад
This is an amazing video. Because you have shown there are so many types of mutual funds, some of which also invest in fixed return government bonds. No one tells people that and everyone think Mutual Funds invest only in Stock Market. Absolutely fantastic video. I have learnt a lot about Mutual Funds by seeing this video. I will also share this video in my groups..
@contactsouvik
@contactsouvik 21 день назад
Point is Mutual Funds like Conservative Funds give average of 12% returns which is safe even during crash and it's still more than FD returns. People are not even aware about these types of Mutual Funds. Those who invest in FD for fear of risk should at least switch to these.
@warikoo
@warikoo 21 день назад
Glad it was helpful!
@RohitSingh-ur6mu
@RohitSingh-ur6mu 21 день назад
Amazing content, please continue with these out of the box type and new information.
@poojabandekar2693
@poojabandekar2693 21 день назад
I like the way you explain the concepts with the help of examples
@feel2me
@feel2me 20 дней назад
Simply wow 😮 today my thinking is definitely changed about MF..Sahi hai 😊❤
@sam_ception
@sam_ception 21 день назад
Very useful video which has simplified things. Now we know better than to not chase top performing small cap funds
@DNA2323
@DNA2323 10 дней назад
Thank you Sir. You have explained so precisely about hybrid mutual fund (aggressive and conservative funds). This has helped me think beyond FD returns.
@IamSrijanSingh
@IamSrijanSingh 21 день назад
My 80% Amount is invested in Small-Cap giving 22%XIRR from last 3 years and recently invested 15% Amount in Mid-Cap Index Fund which has historically given a return of 25%XIRR in the last 5 years whereas, 5% Amount in thematic Fund which is an NFO. Total XIRR is showing as 17.38% and I'm okay with it, realistic expectation is when you expect between 15-20% XIRR in long term investments!
@Proooooooyytrtgbh2479
@Proooooooyytrtgbh2479 20 дней назад
How is nippon india multicap fund
@upendernegi3335
@upendernegi3335 20 дней назад
I m getting 28% xirr in mf
@SK-dx5qv
@SK-dx5qv 11 дней назад
My XIRR is 32.5%
@user-tv4og5fn2n
@user-tv4og5fn2n 21 день назад
Excellent , Thanks bro.
@devindersingh6695
@devindersingh6695 21 день назад
You are the superb one
@snehalbansode849
@snehalbansode849 21 день назад
Thank you sir for sharing informative videos 😊
@thememetime9772
@thememetime9772 19 дней назад
GREAT INFORMATIONS, HATS OFF YOU SIR.
@chdayakar1601
@chdayakar1601 20 дней назад
Best video thus far from you🎉 Very useful!
@talk2yuvraj
@talk2yuvraj 14 дней назад
This is one of your channel's best videos. Don't know why it has fewer views than others though. Maybe because in this video you were not optimising for views but for usability. Kudos!
@Ak-ug1fr
@Ak-ug1fr 12 дней назад
Excellent way to teach anyone.. Ankur Sir 👌
@shikharmaru2791
@shikharmaru2791 19 дней назад
Thank you for such a valuable information 😘
@ravikumar-bq9cg
@ravikumar-bq9cg 21 день назад
Awesome
@ManakKaushik
@ManakKaushik 21 день назад
Awesome video. ❤
@anuragshukla6230
@anuragshukla6230 21 день назад
Sir, please do a session on quant fund investing.
@bhaskar150288
@bhaskar150288 8 дней назад
Hats off sir.. Beautifully explained... Thank u sir..
@subham251
@subham251 13 дней назад
Sir ur doing a great work teaching us🙏❤️
@arnabusct
@arnabusct 20 дней назад
Great Video... Thanks! :)
@bpksiddharth
@bpksiddharth 21 день назад
Good idea 💡
@sunnyjain9330
@sunnyjain9330 21 день назад
Thanku sir
@kanakkumar2
@kanakkumar2 20 дней назад
Thank you
@anupambaruah
@anupambaruah 21 день назад
Well said
@ashokyadav-jr6rx
@ashokyadav-jr6rx 18 дней назад
Sir, please make a video on SIP, how to buy SIP.
@Subhojs1
@Subhojs1 21 день назад
Very useful
@please.chriss
@please.chriss День назад
very useful thankyou ❤
@JabardastJay
@JabardastJay 20 дней назад
Thank you for the info sir, I have recently switched my funds to small cap, I will pivot from here to flexi or multi cap
@redvineyard1426
@redvineyard1426 21 день назад
Thanks,sir
@kiranakula3611
@kiranakula3611 20 дней назад
Don't get carried away by the returns, You need to be mindful about the Sensex rally in last 4 years(one of the rare event) which has changed the dynamics of all the mutual funds and these dynamics would not applicable for those investing now, since market is in consolidation phase. I have been actively investing in Nippon small cap since 2017( earlier it is reliance), till 2020 my XIRR always negative. If there is an option see last 7 or 10 yrs returns then the no would reduce to 20% or so.
@pratikjoshi4465
@pratikjoshi4465 21 день назад
Thanks for the excellent information sir, But have glance at Quant Mutual funds they are giving more returns that nippon india
@AmitJha-ll4qq
@AmitJha-ll4qq 20 дней назад
First time seen anything Other than excel calculations… like the content and the way it’s explained 👍😊
@meganathankns6375
@meganathankns6375 20 дней назад
😂
@Rajaa89
@Rajaa89 21 день назад
Sab kuch bouncer Gaya Sir, I think I need to learn a lot I'm knowledge deficit.
@azharkhokar
@azharkhokar 20 дней назад
Honest video
@deepikaindulkar9769
@deepikaindulkar9769 20 дней назад
Great video
@motiurrahaman8458
@motiurrahaman8458 3 дня назад
All these data you shared is in a bull market at an all time high. It may be interesting to see these data in a bear market which give a fair idea of risk and reward. Waiting for your next video.
@The1club111
@The1club111 16 дней назад
As Always Valueable Content 💥
@aryankamath4409
@aryankamath4409 21 день назад
please make videos on smart beta index funds
@jyotigupta-tz1fi
@jyotigupta-tz1fi 3 дня назад
Thank you Very informative video really nice
@AbhishekKumar-dm8cb
@AbhishekKumar-dm8cb 21 день назад
Accha kiye sir apne baata diya,nhi to 50 lakh tak ka fine lag sakta
@DefenceSky
@DefenceSky 21 день назад
thank you for provid good knowledge Sir Stock analysis kis app ya website se kre jaha pr correct data rahta ho because I found different data on every website
@prabeensinghbaghel7195
@prabeensinghbaghel7195 19 дней назад
Highlights for me when u say dhukh dhukh wala 😂thnks sir your video helps me alot
@ashishkumarbiswas4321
@ashishkumarbiswas4321 17 дней назад
Please make a video on multi-asset fund like equity, gold, crude oil, debt and cryptocurrency etc 😊
@amittabhadatta1183
@amittabhadatta1183 8 дней назад
Excellent analysis 😊
@NON_STOP_MUSIC
@NON_STOP_MUSIC 21 день назад
Hi sir DSP nifty 50 next index fund me long term matlab 27 yrs ke liye investment sip kar rahaa hu kya ye sahi hai please bataye ji
@abhijeetpaleja3009
@abhijeetpaleja3009 13 дней назад
Wow Ankur amazing explanation ❤
@kushal.chakraborty
@kushal.chakraborty 9 дней назад
@warikoo In recent days, the most effective video
@rajesheluri511
@rajesheluri511 6 дней назад
Best video that I have seen..❤❤
@Little-Lilliputs
@Little-Lilliputs 19 дней назад
Sir, please do a comparative video on quant mutual funds, can we rely on them for wealth creation in long term?
@GaurvendraYadav
@GaurvendraYadav 17 дней назад
Good n balanced information..
@labakumarnath1082
@labakumarnath1082 18 дней назад
Hats off
@girdhargopalpandey919
@girdhargopalpandey919 4 дня назад
It is sustainable...will feed itself...minus yr commission...
@user-dv6xe4zw1l
@user-dv6xe4zw1l 8 дней назад
Awesome information
@amna6297
@amna6297 20 дней назад
I am here after reading ur book Do epic shit very intresting and knowledgeable book ❤️😊
@dart231
@dart231 13 дней назад
Very knowledge vedio
@Akhil_Arora28
@Akhil_Arora28 17 дней назад
you should have added balanced advantage funds or dynamic asset allocation funds which is best for lumpsum investment
@justarrived8939
@justarrived8939 19 дней назад
I was supposed to lumpsum invest in small cap. Thank you so much. You really helped me a lot.
@Ankur_Warikoo00
@Ankur_Warikoo00 19 дней назад
What'sApp
@Ankur_Warikoo00
@Ankur_Warikoo00 19 дней назад
+1432
@Ankur_Warikoo00
@Ankur_Warikoo00 19 дней назад
316
@Ankur_Warikoo00
@Ankur_Warikoo00 19 дней назад
0364.
@masqueradeee
@masqueradeee 19 дней назад
I was thinking of doing the same, are you still investing?
@ajeetsharma7978
@ajeetsharma7978 18 дней назад
Which is best for invest today index fund?....
@gorkhacareerplus6488
@gorkhacareerplus6488 16 дней назад
I have gone through most of your videos and they are really helpful. However, I didn't find your videos covering following topics related to brokers. I request you to enlighten us on following points:- 1. Is brokers like zerodha safe to buy stocks? 2.what happens if brokers go bankrupt? 3. What happen to our stocks when we buy them through brokers are the holding ir or is stored somewhere else? If so where are they stored and how safe are they? Can we clam the purchased share if brokers shut down? 4.if brokers go bankrupt how to claim our stocks and related documents as the website and apps of the same broker might not work? 3. Is there any other risk involved related to investors being deceived? You taught us so much about investing and we are thankful to you. Kindly make a video to clear my confusion on above noted queries.
@allendsouza3016
@allendsouza3016 20 дней назад
Very useful. Thank you.
@aritraadhya9300
@aritraadhya9300 10 дней назад
In this type of scenario, I prefer Contra type of funds where undervalued stocks are bought by fund managers.
@kaushikborbora168
@kaushikborbora168 21 день назад
What do you think about smallcap index funds? Kindly share your opinion. Thanks
@KrishLifevlogs
@KrishLifevlogs 20 дней назад
Super
@BawarchiCouple
@BawarchiCouple 17 дней назад
or better will be to put lumpsum in a good FD & wait for right opportunity to invest ?
@nishujain9876
@nishujain9876 14 дней назад
Hi @Ankur , I just saw your 9 months old video where you showed your diversified portfolio. In that you mentioned that you invest 65% in small cap. Given the information that you're sharing in this video, have you rebalanced your portfolio now ? How does your current allocation look like ?
@sumantaghosh199
@sumantaghosh199 20 дней назад
My one index large cap fund is not performing well in comparison to other large cap funds... Should I switch it to a flexi cap of the same AMC?
@altabsaiyad4622
@altabsaiyad4622 3 дня назад
4 jun ko invest kiya 12 % return 15 days me small mid cap
@sudiptaroy1371
@sudiptaroy1371 17 дней назад
I think you will make a video on the % of asset allocation in multicap , hybrid and flexicap
@namaskarbandu
@namaskarbandu 21 день назад
risk hai to ishq hai
@kpw5963
@kpw5963 9 дней назад
Just I want to know your side is it better to start SIP in HDFC defence fund and Motilal Oswal defence index fund for long term
@deeprajmitra8415
@deeprajmitra8415 21 день назад
You didn't mention multi asset funds which are very stable and better than BAF.
@Rajaa89
@Rajaa89 21 день назад
Sir Namaste 🙏 ye jo aap returns bolte ho 8 - 10 % in the form of interest kya ye Hume annually milta hai ya monthly?? Please someone answer my question..
@karanarora2939
@karanarora2939 20 дней назад
Sir SWP krne k liye bhi suggest krro.. Better options
@yatra0555
@yatra0555 17 дней назад
Please make vedio on etf investment
@ProgrammingwithNkp
@ProgrammingwithNkp 21 день назад
Make video on health insurance
@dipanwitasen7327
@dipanwitasen7327 20 дней назад
Nicely explained ...but it's surprising ...you said you have no idea about JM financial
@karanjuneja449
@karanjuneja449 11 дней назад
As we are promoting investment. Please make a detailed video to file ITR 2 (DIY).
@kksrk
@kksrk 20 дней назад
More or less it smart endowment for Coin website/ product - Good strategy
@healthylife4516
@healthylife4516 13 дней назад
Bro...... Really good information. But there is one thing that whenever there is crash, all category MFs get a dive excepting Debt funds or Govt. Bonds.. It is a fact that small cap funds get more drop but I don't think that any small cap fund has ever gone to zero or didn't recover ever after the crash.. Market crashes and recovers, that is the behaviour of the market. People invest to get better returns and they invest knowing the risk factors. I know people who have invested 2000-3000 monthly in small cap funds only for 15 to 20 years and have built a corpus of Rs1Cr+.
@manikarthikeyyan
@manikarthikeyyan 19 дней назад
Sir, can we do weekly sip if we have lumpsum amount, kindly clarify
@pratham4731
@pratham4731 21 день назад
Sir video quality only 2 options available 360p 1080 premium bitrate Please have a look into it
@KuldeepJakhar24
@KuldeepJakhar24 19 дней назад
make a video about ETFs also
@Little-Lilliputs
@Little-Lilliputs 19 дней назад
How to analyse, understand and do value investing in stocks
@HARYANA_KING05
@HARYANA_KING05 17 дней назад
Best demet ac Kon se h sir pls
@Proooooooyytrtgbh2479
@Proooooooyytrtgbh2479 20 дней назад
Sir how is nippon multi cap fund how is it different from small cap
@anumehra9541
@anumehra9541 13 часов назад
nice
@kulbhushan9038
@kulbhushan9038 10 дней назад
Thanks for info, and please advise me for best way or platform to invest lumpsum amount with best returns
@sachkesiwakuchnahi7231
@sachkesiwakuchnahi7231 21 день назад
Today I started investing in Quant Small Cap (3k) and Mid Cap MF (1K). Am I right? Is my choice right?
@gottumukkalasantosh6863
@gottumukkalasantosh6863 21 день назад
Sip or one time?
@sunapila
@sunapila 21 день назад
Looks like sip, good choice
@nisarga24
@nisarga24 21 день назад
Thank you 🙏 , one request, Background music is not required while you are explaining things it's bit disturbing
@diujay
@diujay 20 дней назад
I agree 👍
@LEARNWITHKKHH
@LEARNWITHKKHH 21 день назад
Upl and atul are in ankleshwar
@aloksahoo808
@aloksahoo808 21 день назад
swp kaisey karay.
@karanhidau4342
@karanhidau4342 День назад
I also invest in quant flexi fund
@girishabhyankar994
@girishabhyankar994 18 дней назад
Is investing in flexi & multi cap will be the same ?
@sayantankhaskel1140
@sayantankhaskel1140 19 дней назад
Sir ap finolgy ticker ke bare me kuch bataiye nah! Ap kiu nehi use karte! Next video just bol dijiyega mujhe janna hey!
@gourishankarshaw3480
@gourishankarshaw3480 9 дней назад
Really liked ur video, Sir this is my portfolio of SIP, should I remove any fund or add any any fund instead of, If any modification should I then plz tell me Sir, I m 34yrs old, my Target of sip is for 15 to 20 years. Quant small cap 2000 Canara small cap 2000 Nippon small cap 2000 Motilal mid cap 2000 Hdfc mid cap 1000 JM mid cap fund 1000 JM flexi cap fund 1000 Parag Parikh flexi 1000 UTI nifty 200 fund 1000 Hdfc defence fund 1000
@Matilda130_
@Matilda130_ 20 дней назад
Hi sir hopefully you'll notice my comment,can you suggest one application apart from chatgpt where I can practice English talking for IELTS?
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