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Small Case क्या है, कैसे काम करता है? - Smallcase Investment Review, Charges, Rebalancing 

Asset Yogi
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Small Case क्या है? Complete Small case Investment Review with a detailed smallcase tutorial. What is small case, how a smallcase is designed, what are small case charges and fees, how small case rebalancing is done etc. Smallcase Investing Explained in hindi with a complete tutorial to make investing for beginners easy.
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Master Investor Series for Stocks:
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Time Stamps:
00:00 - Intro
01:38 - Direct Stocks & Mutual Funds (Pros & Cons)
04:21 - What is Smallcase?
06:20 - How Smallcases are Designed?
06:46 - Small Case Charges
07:38 - Small Case Live Demo
07:54 - Small Case Zerodha Login
08:47 - Different Types of Smallcases
09:35 - Select Smallcases by Investment Strategy
11:27 - How to Invest in Smallcases?
14:23 - Rebalancing in Smallcase
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About the Video:
Beginners, while making their investment strategy and investment portfolio, often get confused as to which stocks to pick and how much returns they’ll get from their portfolio. Sometime they get stuck between the dilemma of investing in direct stocks or through mutual funds. Not everyone has the time and effort and expertise of identifying good stocks from bad. Mutual funds also aren’t the perfect solution for someone who does not want to pay high fees, expense ratios and entry & exit loads. Thus, in all this comes Small case to play out its vital part in making investment for beginners easy. We have already spoken about the top 5 Smallcases like Smallcase Equity and Gold, Smallcase top 100 Stocks, Smallcase Global Opportunities, etc.
Today we’ll take more elaborately on what is Small case? What is Smallcase Rebalance, what are smallcase charges or smallcase fees, etc. We’ll also talk about the pros and cons of investing directly into stocks or mutual funds and how is smallcase different, i.e., smallcase vs mutual funds. Let’s also understand how people can start investing through Small case and how different smallcase cagr are running faster than mutual fund and direct stocks returns. The problem of building a good investment portfolio is strategically solved by smallcase to target better returns. Let’s understand how.
In this video, we have explained:
1. What is Small case?
2. Small case investment strategy
3. Smallcase kaise use kare?
4. How to Invest in small case?
5. Which smallcase to invest in?
6. Pros and Cons of Investing in Direct Stocks.
7. Pros and Cons of Investing Through Mutual Funds
8. Pros and Cons of investing through Smallcase
9. What are small fees and charges?
10. How does smallcase rebalancing work?
11. How are smallcases designed?
12. How to make investment portfolio?
13. How to start investing for beginners?
14. Live Smallcase Tutorial.
15. Smallcase investment review.
16. How to make Smallcase Investment Strategy?
17. Smallcase Demo.
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#smallcase #smallcaseinvestmentreview #smallcasebyzerodha

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12 авг 2024

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Комментарии : 587   
@AssetYogi
@AssetYogi 3 года назад
Join All-In-One Video Finance App here: vidfin.com/ Enjoy Free Access to select Financial Insights & 1st Chapter of all the courses. Friends, some of you have shown a concern that Mutual Funds are shown in negative light in the video and that limitations of Smallcases were missing in the video. That was certainly not the intention. The intention of this video is to make people aware about Smallcase, another good option for equity investments and do a tutorial around that. Mutual Funds definitely have good use case for a lot of people. We will do a more detailed comparison in an upcoming video.
@vishalbirje1821
@vishalbirje1821 3 года назад
Thanks Mukul ji for all your sincere efforts. Keep up the good work 👍
@power2965
@power2965 2 года назад
why not buy small cap MF , its given huge returns Last year n before also, im starting Nippon SCap @20 2012,13 around,, now 75 Nav, easily Sip stock specific, we monitor daily with news , price action, lots of mind puzzle.. Mf given best returns if u hv good mf, compare to stock basket
@mahendrakolhapure
@mahendrakolhapure 2 года назад
MF gave best returns. You are quoting that MF does not beat Nifty returns which is completely false. If you want to promote Smallcases you do it, no issue. But don't share false info and misguide people.
@AssetYogi
@AssetYogi 2 года назад
Mahendraji, generally MFs include dividends in their returns whereas Nifty index only captures share price movement.
@manthanrupda1149
@manthanrupda1149 2 года назад
Buying mutual fund charges approx 1.5% pa while in small case subscription charges, buying & selling charges, rebalancing selling and buying charges. Also STCG will be applicable. Aur small case me sip kare to har sip payment pe charges dene hoge ya one time he. Please if you explain it will be helpful is this costlier for small investor who does sip.
@paragabhyankar962
@paragabhyankar962 3 года назад
My exp with smallcase - As a low income person, I was looking for a smallcase below 500₹. I found one amd bought it. Then I came to know that they charge 200₹ extra per transaction.. so each smallcase txn cost me 700 per month.. plus while selling I paid fixed NSDL charges on per scrip per day basis. (18.50₹ * 6 shares) + 3-5 ₹ brokerage If I would have started a MF SIP of 500 ₹ even after paying 1% expense ratio, I would have made much more in return. Conclusion: smallcase is just another "fad" and not suitable for small investors
@gauravarora790
@gauravarora790 3 года назад
Absolutely correct, Thanks for sharing your experience. We can easily go for MF rather such things.
@amartyamukherji6314
@amartyamukherji6314 3 года назад
Yes small case is good for a lumpsum amount for long term growth. Then also there will be extra expenses for each rebalance update. But in that case the ROI will be significantly high. So, only for a lumpsum of minimum 50k to 1 lakh its good. Otherwise not.
@nithishkmr
@nithishkmr 3 года назад
Blanec clear
@akashtalreja8292
@akashtalreja8292 3 года назад
@@amartyamukherji6314 sir can we do sip of rs 5000 per month for 3 year will it be good
@wcky652
@wcky652 3 года назад
This is the reason I never choose or recommend to peoples of small case. Mutual are much better.
@rkg3157
@rkg3157 2 года назад
Happy teacher's day Sir..apse bahuch seekhte hain 🎉🎉🎉
@moneyplugin7533
@moneyplugin7533 2 года назад
I am extremely happy that you spoke about it clearly. (Charges) nobody didn't even bother to talk about it in their videos. Even if the video is sponsored you spoke about charges. You gained respect.... Respect+++
@monkeywithbrain
@monkeywithbrain 2 года назад
Smallcase is one of the best invention I would say! Pretty easy to check and use!
@rishugupta8169
@rishugupta8169 2 года назад
I see this idea of small case being professed by everyone on youtube these days. But I still could not figure out why these are better options than mutual fund. Just because it consistently beat the index fund in last 3 years or is it because people just investing in it because of FOMO. I have few questions regarding all these and please try to explain them with data in the upcoming video. 1. Small cases are way more expensive than mutual fund. A mutual fund charges 1% at max if you go through direct investment while for small case we have to pay 6000 which is 1% of 600000. So the investment does not make any sense if we want to start low. If I want to invest 50k the expense ration becomes 12% and if it does not earn a min of 18% considering inflation the money is a sheer Waste. Bottom line you need more and more money so that the expense ration comes down. 2. Most of the rebalancing will account for short term gain/loss making it a costly business and cutting down my profits. 3. A simple index fund return of 13% can give you more profit if you are a small investor than a small case. 4. Who is managing my money is not clear. We only know about the fund house and not the managers in case of small case. While we can do a deep study about fund house manager and understand his was of investing in mutual fund. 5. People calling it that we do not have visibility about which stocks are there in portfolio. Mutual fund declarations can be read and in case of small case I do not understand what is the use of visibility when I am not doing research. It is just that I can look at stocks without any idea and analysis. I am not a great investor but have just started my journey. And I found these as fundamental problems with small case. Please help me in clarifications as I want to understand it in better way.
@santlalyadav6433
@santlalyadav6433 Год назад
Really you are correct 💯
@vjayvenkat
@vjayvenkat 5 месяцев назад
You nailed it bro!!! Only one simple suggestion you could expand point 2 with tax implications because of short term gain.
@saketsharma7373
@saketsharma7373 11 месяцев назад
Thank you sir aap ne sare doubt clear kar diye best video ❤❤
@kaushiktanuj91
@kaushiktanuj91 2 года назад
You are an amazing teacher sir, plz continue the efforts..
@technicallovers555
@technicallovers555 2 года назад
This is channel where i can recommend to any one the simplicity and honesty i loved it 🤟❤️✨
@AssetYogi
@AssetYogi 2 года назад
Wow, thank you!
@shekarreddy1986
@shekarreddy1986 3 года назад
So far the best video on small case thx sir
@Ak.Spirituality
@Ak.Spirituality Год назад
Crisp, to the point and exceptionally informative videos. Brilliant work 👍
@dsj02841
@dsj02841 9 месяцев назад
Excellent Sirji.....❤❤
@sexyjivan
@sexyjivan Год назад
Sir.. Do you recommend ET Money Genius? Please comment which one would be better - SmallCase or ETM Genius?
@drsbiswas
@drsbiswas 2 года назад
There are 2-3 youtubers I trust. Asset yogi is one of them. A beginner video of smallcase I was searching for, I open asset yogi.,and there it is. Simple, beautiful and informative like other videos of him. Thanks Mukul sir.
@AssetYogi
@AssetYogi 2 года назад
Glad I could help
@sunitagurjar5301
@sunitagurjar5301 10 месяцев назад
Thanks now I want to shift my investment to small case I will share my view after 6 months Thanks 🙏🏻 😊
@rohit.reborn
@rohit.reborn 4 месяца назад
how was your experience sir? i am thinking about start investing with smallcase
@Hindu1984
@Hindu1984 8 месяцев назад
Thank you for such a informative video... 👍👍👍🙏
@shivnarayanyadav7952
@shivnarayanyadav7952 2 года назад
Thank you sir very valuable insight of smallcase dene ke liye.
@prakashredekar8221
@prakashredekar8221 2 года назад
You are real Master of Finance
@swarnakoyala
@swarnakoyala 2 года назад
Thank u sir u hv given valuable information about smallcase investors
@yadagirimbbs1
@yadagirimbbs1 3 года назад
Thank you sir for nice explanation🙏
@panwardeepak79
@panwardeepak79 3 года назад
स्माल केस🤔🤔,बहुत ही अच्छा वीडियो मुकुल जी😊😊👌👌🇮🇳🇮🇳🙏🙏
@Mysharemantra
@Mysharemantra 9 месяцев назад
Very nicely explained. Many thanks
@rhl1110
@rhl1110 2 года назад
Another masterpiece Sir❤. Assuming if I buy a small case, which contains approximately 10 stocks. But I sell one of them completely, after few days. How will the rebalancing happen with the next update?
@bikramjit15
@bikramjit15 3 года назад
Thank you Mukul Sir 👍👍👍
@TanmayMayank
@TanmayMayank 10 месяцев назад
Wonderful explanation!!!
@surajpatil9713
@surajpatil9713 2 года назад
One of best video on small case. Superb 👍👍
@AssetYogi
@AssetYogi 2 года назад
Thanks.
@swarnakoyala
@swarnakoyala 2 года назад
I hv seen u r all videos very informative.....
@shoiesomanath4170
@shoiesomanath4170 2 года назад
Thankyou, nice explanation
@ajitpatel7400
@ajitpatel7400 8 месяцев назад
Bahut achchha Sir ji.. I am the Subscriber of this channel now
@abhinavbisht1196
@abhinavbisht1196 Год назад
Very informative Video Sir Maza aagya sir Ji 🐭❤️❤️
@krishnendughosh
@krishnendughosh 3 месяца назад
Amazing gyan sirji
@kunalbhave3509
@kunalbhave3509 3 года назад
Thank you for detail info
@parveenthereja3450
@parveenthereja3450 3 года назад
Excellent video sir.👍
@bhawnasinha2405
@bhawnasinha2405 2 года назад
This is very informative video. I am curious to know more about small case. Thank you 😊
@VictoriaBecker-qs6uk
@VictoriaBecker-qs6uk 2 года назад
✅☝🏻✍️
@NaveenKumar-sz8rk
@NaveenKumar-sz8rk 2 года назад
Thank you Sir :) I wonder if we can get a small case from Asset Yogi as well! :)
@sunilkumar-zy4zj
@sunilkumar-zy4zj 6 месяцев назад
Thankyou sir best explane
@suryaprakashdubeysuryaprak4616
@suryaprakashdubeysuryaprak4616 3 года назад
Bhut hi jaruri baat bata rhe hai
@inderchauhan9509
@inderchauhan9509 Месяц назад
Thanks bro.. very informative
@thakurtimmy8624
@thakurtimmy8624 2 года назад
Bhut kubh guru ji dahnyabadh 👌👍
@arvindkaramadi2074
@arvindkaramadi2074 11 месяцев назад
Very well presented sir. It covers many aspects and a beginner's querries are already answered in the video! Also it adds to knowledge for those who are seeking new avenues for investment. Thanks for coming up with this Gem. Keep growing in this field and be guiding light. Stay blessed
@AssetYogi
@AssetYogi 11 месяцев назад
Thanks a ton
@bhuneshwarsingh630
@bhuneshwarsingh630 Год назад
really helpful for me I used tejimandi but finally and internally it uses smallcase
@Sehatmantra846
@Sehatmantra846 10 месяцев назад
Sir September month me smallcase ke charges kuch change hue h..ek new video is par full detail video banaiye investment ko lekar confusion ho Raha h .😂😂❤❤
@sandeepdighalia4247
@sandeepdighalia4247 2 года назад
Best wishes AY😍
@ashishgarg334
@ashishgarg334 2 года назад
Wow Sir That's Great
@mohitsuneja16
@mohitsuneja16 2 года назад
Thanks a lot sir for clearing the doubts...
@AssetYogi
@AssetYogi 2 года назад
Keep watching
@rjnitin8198
@rjnitin8198 2 года назад
💐 धन्यवाद, धन्यवाद, धन्यवाद.....👍
@djshelke
@djshelke 2 года назад
Very nice n helpful video,can you share a video of how to create our own small case ,
@shakeebahmadkhan3067
@shakeebahmadkhan3067 2 года назад
Very well explained. Loved it. Thanks
@AssetYogi
@AssetYogi 2 года назад
Glad you liked it
@hiprasadg
@hiprasadg 2 года назад
Thank you...must awaited information.
@AssetYogi
@AssetYogi 2 года назад
Welcome
@kripa.....1021
@kripa.....1021 Год назад
Outstanding explanation...... Hamesha Jaise....
@AssetYogi
@AssetYogi Год назад
Thanks a lot
@deviprasannapanda730
@deviprasannapanda730 Год назад
While rebalancing we need buy and sell as per small case suggestions, then we need to pay brockrage charge to zerodha or groww etc.. its an extra cost again. Incase of mutual fund the fund manager also do rebalancing. Can you explain charges more clearly including rebalancing.
@manasmirji971
@manasmirji971 2 года назад
Sir great info & efforts
@jeevanathan359
@jeevanathan359 2 года назад
Always ur explanation good and more useful.. thank you very much.. Jeeva from Tamilnadu.
@AssetYogi
@AssetYogi 2 года назад
Thank you so much 🙂
@v2factsandupdates327
@v2factsandupdates327 2 месяца назад
Awesome information
@drnaveenbhathealthinfo3656
@drnaveenbhathealthinfo3656 2 года назад
Thank you Sir for detailed explanation 👏🏻👍🏻
@AssetYogi
@AssetYogi 2 года назад
Always welcome
@amardeepsingh9039
@amardeepsingh9039 2 года назад
Sir u explain very well.....! Simply perfect.
@AssetYogi
@AssetYogi 2 года назад
Keep watching
@pradeepkrmahato7234
@pradeepkrmahato7234 Год назад
Good information 👍👍 Aap Bhuat he Details Jaankari Deyein hain Dhyabaad Sir 🙏🙏
@AssetYogi
@AssetYogi Год назад
Most welcome Pradeep.
@manishchowdhary2541
@manishchowdhary2541 2 года назад
Incredible information...thank sir.
@AssetYogi
@AssetYogi 2 года назад
Most welcome
@shubhamgarg8328
@shubhamgarg8328 3 года назад
Please share video over GRIP investment product. Thanks
@govindsinghal3931
@govindsinghal3931 2 месяца назад
SIP in small case to be deducted from bank or do I have to add funds under grow app?
@SUSHILKUMAR-ej1ff
@SUSHILKUMAR-ej1ff 2 года назад
Bhai bahut badhiya
@jigneshsinhrajput
@jigneshsinhrajput 2 года назад
Wonderful , mind-blowing explain
@AssetYogi
@AssetYogi 2 года назад
Thank you so much
@jyothiramachandran2382
@jyothiramachandran2382 2 года назад
Very well explained 👌 thanks a lot
@AssetYogi
@AssetYogi 2 года назад
Most welcome 😊
@montysarkar6053
@montysarkar6053 8 месяцев назад
Great video sir
@hkholia
@hkholia 3 года назад
Great work sirji 🙏🙏🙏
@AssetYogi
@AssetYogi 2 года назад
Thanks
@RAJESHSHARMA-rf4nb
@RAJESHSHARMA-rf4nb Год назад
Very beautifully explained...Thanks a ton...
@AssetYogi
@AssetYogi Год назад
Most welcome 😊
@ayushsingh335
@ayushsingh335 6 месяцев назад
Just wanted to know, can we exit it at any instance? For example: if I see my profit is good, can I exit and take my money out?
@saurabh9452175741
@saurabh9452175741 3 года назад
Kudos to you and your team. Really appreciate your effort and core knowledge.
@AssetYogi
@AssetYogi 3 года назад
Thanks
@avinashgoswami5485
@avinashgoswami5485 3 года назад
Vry good ,,yogi. Nice vidio
@pradeepshah2084
@pradeepshah2084 Год назад
How do we do the accounting of these smallcase investments - since the buying and selling happens in small quantities, accounting becomes a challenge
@user-si7dt5ru2m
@user-si7dt5ru2m Год назад
Should we continue subscribing to a small case until we redeem it ? Most subscription come for 1 yr like in the case of windmill but we can keep the investment for more than 1 yr.
@RAKA-11
@RAKA-11 3 года назад
Waiting for it .. Thank you sir
@AssetYogi
@AssetYogi 3 года назад
Always welcome
@tusharchavan2036
@tusharchavan2036 2 года назад
THANK YOU MUKUL SIR. 🙏🏼🙏🏼🙏🏼
@AssetYogi
@AssetYogi 2 года назад
Hope you like this video :)
@Travelblogger007
@Travelblogger007 11 месяцев назад
Thank you this video is very helpful 🎉🎉🎉🎉
@AssetYogi
@AssetYogi 11 месяцев назад
Glad it was helpful!
@narkhedebn
@narkhedebn Год назад
In Rebalance we have to select the fund for sell and purchase or Advisers is doing that?
@technicallovers555
@technicallovers555 2 года назад
Do u personally use small case and if yes then which one u have invested ?
@aaftabkhan1051
@aaftabkhan1051 2 года назад
Very helpful sir, thank you❤️
@AssetYogi
@AssetYogi 2 года назад
Keep learning :)
@albertishu9066
@albertishu9066 2 года назад
Very comprehensive video ❤️
@AssetYogi
@AssetYogi 2 года назад
Glad you liked it
@sujanshah2214
@sujanshah2214 Год назад
Thank you Sir for excellent explanations.
@AssetYogi
@AssetYogi Год назад
Thanks Sujan
@jaganhanumanthu8497
@jaganhanumanthu8497 2 года назад
Very informative lecture Thanks
@AssetYogi
@AssetYogi 2 года назад
You are welcome
@kaustavsengupta1310
@kaustavsengupta1310 3 месяца назад
Is this possible to invest for one time here instead of sip pl?
@shambhurajenagawade6031
@shambhurajenagawade6031 5 месяцев назад
How to launch our Smallcase publically like Windmill Capital? Which are the requirement to do that?
@manishgupta8857
@manishgupta8857 2 года назад
Excellent explain , great 👍👍
@AssetYogi
@AssetYogi 2 года назад
Thanks
@siddharthpatil669
@siddharthpatil669 2 года назад
Very Very Informative Session👏
@AssetYogi
@AssetYogi 2 года назад
Glad you liked it
@Lionforge2
@Lionforge2 3 месяца назад
Smallcase is love 😍
@harshjain3294
@harshjain3294 2 года назад
Sir. Small cap ma konsa parameters dka
@pramodyadaw1347
@pramodyadaw1347 2 года назад
Very helpful video sir g 🙏 thank you
@AssetYogi
@AssetYogi 2 года назад
Thank you Pramod.
@pravatdas615
@pravatdas615 3 года назад
Very good information Sir.thank u
@AssetYogi
@AssetYogi 2 года назад
Welcome
@narainsingh3052
@narainsingh3052 4 месяца назад
Good knowledge
@nareshdewasi2016
@nareshdewasi2016 2 года назад
Sir sector wise fees jyada hai, example mujhe 6 sector me interest hai to mujhe year 36k pay karna padega, sir koi solutions hai or????
@rajendrapatil7576
@rajendrapatil7576 11 месяцев назад
Very important information 👌👌👍
@bipinpanchani6078
@bipinpanchani6078 2 года назад
thank you sir for detail brackup
@knowledgehub1495
@knowledgehub1495 Год назад
Please tell me about green energy portfolio in smallcase, is that good or not
@vanshrao3163
@vanshrao3163 2 года назад
Very very informative video . Thanku sir🙏🙏🙏🙏
@AssetYogi
@AssetYogi 2 года назад
Most welcome
@cknk8262
@cknk8262 Год назад
The problem with Indian companies is they charge more to few(Its a chicken-Egg problem) while the companies in west follow charge less to more customers. I feel that is the reason in west you found the market footprint is huge.
@ashokpanth2409
@ashokpanth2409 2 года назад
Excellent tutorial.
@AssetYogi
@AssetYogi 2 года назад
Many thanks!
@nishantahuja7090
@nishantahuja7090 2 года назад
Thanku for your valuable videos sir. Sir small case mein invest karte time 100 rs charge lagta hai aur sir withdraw karte time ya maturity ke time bhi koi fees lagti hai kya. Please rplt soon Thanku
@Navinninex
@Navinninex 4 месяца назад
Brokerage and cdsl charge for script
@aksket2000
@aksket2000 Год назад
While rebalancing small case, what about capital gains and taxes?
@scbtradingguide
@scbtradingguide 2 года назад
Thank u for valuable information bro.
@AssetYogi
@AssetYogi 2 года назад
Welcome
@vilaspatil70
@vilaspatil70 2 года назад
I think fees of Rs 6000/- should be reduced to 50% so that more people can subscribe and benefit the masses moreover small case as company will have more cuatomera and more revenue. I appreciate the fund managers time and knowledge to make such small cases but once its made they just need to review and send updates for rebalancing its been subscribed by so many people so cost reduction is justifiable
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