How-to & Style

Home
Articles

India’s BEST INDEX FUND Portfolio for the Long Term ➡ My Picks after Analyzing Hundreds of Schemes Filmifly 10 Views • 1 month ago

► 40,000+ Investors read my Weekly Newsletter at http://shankarnath.com

👉 Supplement Your Income | Become a Mutual Fund Distributor with Prudent: https://www.prudentcorporate.com/Registration/MutualFund-Distributor?utm_source=Youtube&utm_medium=CPC&utm_campaign=Sankar_Nath&utm_term=wealth_managment_Mfd

There are over 250 Index Funds in India and picking the best one for your passive investing portfolio can be quite the task. And so, in this video, we narrow down from a pool of 153 equity-oriented index funds to just 11 index funds that I'll like in my long-term index fund portfolio. I've call this my IPL, my Index Premier League because just like an IPL team where one needs the right combination of batsmen and bowlers for a winning season, an investment portfolio requires the right mix of index funds to ensure robust performance.

In the creation of this video, I delved into the performance of index funds, looking at trailing, rolling and even annual performance as I looked at 4 categories of index funds:
1. Broad-market index funds such as the Nifty 50, Nifty Next 50, Nifty Midcap 150 etc. that are market cap based
2. Strategy index funds such as the Nifty 200 Momentum 30, Nifty Alpha 50, Nifty Midcap 150 Momentum 50, Nifty 50 Value 20 etc. that are based on single or multiple factors; these are also called factor-based or smart beta index funds
3. Sectoral and thematic index funds panning areas like banking, financial services, auto, IT, healthcare, pharma, realty, housing, manufacturing, infrastructure etc. These indices often go through business cycles, resulting in fluctuating performance
4. International index funds such as the Nasdaq 100 and Hang Seng Tech Index which ensures our index fund portfolio has global exposure and diversification

👉 Additional Readings/Resources:
▹ PDF on Nifty Indices methodology: https://www.niftyindices.com/M....ethodology/Method_NI
▹ Video on Factor-based Index Investing: https://www.youtube.com/watch?v=H9pJcu3YQOk
▹ 11 Different Types of Index Funds: https://www.youtube.com/watch?v=6FhpZd-PAq8
▹ TWO Mutual Funds in my Lifetime Portfolio: https://www.youtube.com/watch?v=aYHRTPTDtNk
▹ Why Momentum Investing is 15% of my Portfolio: https://www.youtube.com/watch?v=xbRiKHchqFg

👉 Video Chapters:
00:00 Top Index Funds in India
01:25 Different Types of Index Funds
04:21 Broad-market Index Funds
08:34 Strategy Index Funds
11:31 Sectoral & Thematic Index Funds
14:39 International Index Funds

#bestindexfund #topindexfunds #indexfunds #indexfundinvesting

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

5 Best Performing Aggressive Hybrid Mutual Funds for 2024 Filmifly 8 Views • 1 month ago

In today’s video, we will be telling you about Aggressive Hybrid Funds. We will explore the best hybrid aggressive funds that strike a balance between equity and debt, offering potential for growth and stability. These funds aim to deliver optimal returns by investing in a mix of stocks and bonds and also tell you the top 5 Aggressive Hybrid Funds to consider in 2024.

👉 What is Aggressive Hybrid Fund?
Aggressive hybrid funds combine equity and debt investments, adhering to SEBI guidelines with 65-80% allocated to equity and 20-35% to debt. This balanced approach aims for diversification, risk mitigation, and lower volatility compared to pure equity funds.

👉 Who can Invest in an Aggressive Hybrid Fund?
Aggressive Hybrid Funds are ideal for investors with a 3-5 years horizon, providing a balanced option for shorter to medium-term goals. They are less risky than pure equity funds but still pose a comparatively higher risk due to their substantial equity exposure.

👉 5 Best Aggressive Hybrid Funds:
Quant Absolute Fund
Kotak Equity Hybrid Fund
Bank of India Mid & Small Cap Equity & Debt Fund
Baroda BNP Paribas Aggressive Hybrid Fund
Canara Rob Equity Hybrid Fund

Watch the video to learn more about the funds.

#AggressiveHybridFunds #TopAggressiveHybriedFunds

📃CHAPTERS

00:00 Introduction
00:47 What are Aggressive Hybrid Funds? Who Should Invest in Them?
01:47 How did we Find the Best Aggressive Hybrid Funds?
03:02 Quant Absolute Fund
04:08 Kotak Equity Hybrid Fund
04:45 Bank of India Mid & Small Cap Equity & Debt Fund
05:32 Baroda BNP Paribas Aggressive Hybrid Fund
06:07 Canara Robeco Equity Hybrid Fund

👉ET Money: Buy Health Insurance Plans https://etmoney.onelink.me/unJQ/5u10wab9

👉 To invest in Direct Plans of top Mutual Funds for free, download the ET Money app: https://etmoney.onelink.me/unJQ/5ca1ae3b

👉 Subscribe to ET Money Hindi https://www.youtube.com/channe....l/UCzWtyDo9KmEC1JoAq

👉 Read more such informative content at https://www.etmoney.com/learn

👉 Follow us on:
► Instagram: https://www.instagram.com/etmoney_official/
► Twitter: https://twitter.com/etmoney
► LinkedIn: https://www.linkedin.com/company/et_money/
► Whatsapp Channel: https://www.whatsapp.com/chann....el/0029VaB4nh0HltY56

The Best 5 Index Funds To Own For Life (2024 Edition) Filmifly 2 Views • 1 month ago

Learn more about Dropbox for teams: https://www.dropbox.com/humphreyyang
Thanks Dropbox for sponsoring this video!

Index Fund vs ETF vs Mutual Fund further reading: https://www.investopedia.com/a....rticles/mutualfund/0

In today's video I go over the top 5 index funds for 2024 and beyond. I did make a change to this years list compared to years prior, and that is the addition of VASGX - Vanguards Life Strategy Fund. I removed VQNPX from the list mainly because I felt like it performed and was composed too similar to an S&P 500 Fund, and the VASGX offers a more overall approach to portfolio diversification as its 80/20. In reality, VQNPX is still quite good to hold, but if you own VQNPX and say, VFIAX - you will have a lot of overlap!

FREE STOCKS:
🏆 Webull Deposit a Minimum of $500 and Get a Guaranteed $50 Free Stock: https://www.webull.com/k/HumphreyYang
🏆 Webull UK: https://www.webull-uk.com/i/humphreyUK
💸 SoFi Checking & Savings: https://sofi.com/humphrey Get up to 4.40% APY, pay no account fees and earn $250 when you sign up and set up direct deposit. Terms apply.
👾 Join our free Discord Community: https://discord.gg/xJzsaGaaDE

RESOURCES:
💵 Free Templates: https://beacons.ai/humphreytalks/freedownloads
🐪 Hump Days Newsletter ➭ https://humpdays.substack.com
▶️ See What I Invest In ➭ https://whop.com/c/critical-wealth/ytd

💳 My Favorite Credit Cards ➭ https://cardonomics.com/i/humphrey

MY SOCIALS:
Secret Channel -- https://youtube.com/@hug
Instagram -- https://instagram.com/humphreytalks
Twitter -- https://twitter.com/humphreytalks
TikTok -- https://tiktok.com/@humphreytalks
Rickie (Editor) ➭ https://instagram.com/coldgamerick

WHO AM I?
Hello 👋 I’m Humphrey, I used to be a financial advisor, worked in gaming/tech, and started my own eCommerce business. I make practical, rational content on investing, personal finance, the news, and much more with a data-backed approach. My goal is to help you with financial literacy and creating wealth.

PS: I am no longer a current Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel!

⏱️ Timestamps:
0:00 - Start Here
1:05 - Index Funds vs. Mutual Funds
4:35 - Index Funds & ETFs
5:22 - Index Fund 5
7:47 - Index Fund 4
9:58 - Index Fund 3
11:42 - Index Fund 2
13:13 - Index Fund 1

Best ETF to Invest in 2024 - Comparison of 40 ETFs to find 5 Best Etf in India, Etf vs mutual funds Filmifly 15 Views • 1 month ago

5 Best ETF to Invest in 2024 - Comparison of 40 ETFs to find Best ETF in India | ETF vs mutual funds, ETFS
#bestetftoinvestin2024 #bestetfinindia #etfinvesting #etfs #etf #etfvsmutualfunds #indexfunds #bestetfs

In this video I have shown a comparison of about 40 Index and picked 5 Best Etf to invest in 2024 as per my analysis. I also showed a comparison of Etf vs mutual funds to find out which is a better option to go for in each large, mid and small cap category for better returns.

5 Best ETF to Invest in 2024 - Comparison of 40 ETFs to find Best Etf in India, Etf vs mutual funds

Teji Mandi app | Long-Term Investment Platform | For all Retail Investors with very Affordable Fees

Download Teji Mandi App: https://bit.ly/3wFZgsT

Teji Mandi is a SEBI Registered RA Registration Number: INH000009445 and a subsidiary
of Motilal Oswal Financial Services.

With Teji Mandi, You get a ready to invest portfolio of 15-20 quality stocks, you also get rationale of why we have kept the stocks in the portfolio. The portfolio is actively managed by a team of experts who regularly review the stocks and rebalance the portfolio as and when required, we also share the reasoning why was any stock added or removed from the portfolio? All this information is given to you in an easy to understand language.

The minimum investment to start with as low at INR 20K-30k depending on the value of the 15-20 stocks in Teji Mandi portfolio on the day of buying.

Website - https://tejimandi.com/

Disclaimer: Please note that I am neither a SEBI Registered financial consultant nor a financial advisor, this video is meant only for entertainment/educational purpose. This channel does not guarantee any profit or loss so invest at your own risk. Please do your own due diligence before making any decisions. This video is sponsored by Teji Mandi App. The given signup link is NOT an affiliate link . User discretion Advised.

***********************
Follow me on on Instagram:
https://www.instagram.com/saha_shrija/?hl=en

Follow me on Twitter:
https://twitter.com/imShrijaSaha
***********************

Check Out Other Popular Videos:

Mutual Fund Playlist :
https://youtube.com/playlist?l....ist=PLxjtyl1PJfQ8330

Queries:
best etf to invest in 2024, best etf in india, etf investing, etfs, etf vs mutual funds, best etf to invest, best etf funds india, best etf, best etfs, top etfs in india, best etfs to buy, etf vs index fund, best etf 2024, best etf for long term investing, index funds, index fund vs etf, best index fund, best index funds for 2024, index fund, best index funds, best index funds in indis, mutual funds, stock market