Youtube

👉 CHECK OUT OUR VIDEO🚦 Episode-120 Parag Parikh Flexi Cap Fund ने IT stocks और ITC में उस समय allocation क्यों बढ़ाया, जब market sentiment इनके खिलाफ था? इस Short में Parag Parikh Flexi Cap Fund की contrarian investment strategy को आसान भाषा में समझाया गया है। Fund ने HCL Technologies, Infosys और TCS में अपना allocation लगभग 4% से बढ़ाकर 9% किया, जबकि IT sector दबाव में था। इसी तरह ITC के share में गिरावट के बाद भी Fund ने allocation लगभग 4.5% से बढ़ाकर 6% कर दिया। इस discussion में जानिए: ✅ Contrarian investing approach क्या होती है? ✅ Parag Parikh Flexi Cap ने IT stocks में allocation क्यों बढ़ाया? ✅ Power Grid को AI और data-centre growth से कैसे लाभ मिल सकता है? ✅ ITC में गिरावट के बावजूद Fund का conviction क्यों बना रहा? ✅ क्या ऐसी long-term investment calls भविष्य में बेहतर returns दे सकती हैं? Contrarian strategy का परिणाम तुरंत दिखाई नहीं देता। कभी यह approach सफल होती है और कभी नहीं—इसका सही मूल्यांकन लंबी अवधि में ही किया जा सकता है। यह Short Mutual Globe के Episode 120 का हिस्सा है। Parag Parikh Flexi Cap और HDFC Flexi Cap Fund की पूरी comparative analysis के लिए complete episode देखें। यह वीडियो केवल financial education और investor awareness के उद्देश्य से है। इसमें उल्लिखित किसी stock या Mutual Fund scheme को खरीदने, बेचने अथवा उसमें बने रहने की recommendation न माना जाए। Mutual Fund investments market risks के अधीन हैं। निवेश से पहले नवीनतम portfolio data और scheme-related documents देखें तथा अपने qualified financial adviser से परामर्श करें। PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #MutualGlobe#ParagParikhFlexiCap #ContrarianInvesting #FlexiCapFunds #MutualFundAnalysis #MutualGlobe
Parag Parikh Flexi Cap की Contrarian Strategy—ITC और IT में दाँव क्यों बढ़ाया?
👉 CHECK OUT OUR VIDEO https://youtu.be/GHLwlmYh2S4?si=VV2VP5fEyILqZb-U Parag Parikh Flexi Cap Fund ने पिछले 3 वर्षों में HDFC Flexi Cap Fund के मुकाबले underperform क्यों किया? इस Short में समझिए कि Parag Parikh Flexi Cap Fund की cautious approach, global diversification, value-disciplined portfolio और contrarian sector strategy ने उसके recent returns को कैसे प्रभावित किया। Fund ने factual रूप से underperform किया है, लेकिन क्या केवल 3-year performance के आधार पर उसकी investment strategy को कमजोर मानना उचित होगा? पूरी detailed analysis के लिए Mutual Globe का Episode 120 देखें। यह वीडियो केवल financial education और investor awareness के लिए है। इसे किसी Mutual Fund scheme में निवेश करने या उससे बाहर निकलने की recommendation न माना जाए। Mutual Fund investments market risks के अधीन हैं। PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- --- If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #ParagParikhFlexiCap #HDFCFlexiCap #FlexiCapFunds #MutualFundAnalysis #MutualGlobe
क्या Parag parikh flexicap underperformer है ? | Mutual Globe
👉 CHECK OUT OUR VIDEO🚦 Episode-119 https://youtu.be/UyFC4geaxN8 Parag Parikh Flexi Cap Fund पिछले 3 वर्षों में HDFC Flexi Cap Fund से पीछे क्यों रहा? क्या इसका कारण बढ़ता AUM है, या Fund की value investing और contrarian strategy? इस episode में CA Manoj Shrivastava और CA Rahul Narayan ने Parag Parikh Flexi Cap Fund और HDFC Flexi Cap Fund के portfolios, investment styles और performance को आसान भाषा में समझाने का प्रयास किया है। इस विस्तृत discussion में जानिए: ✅ Parag Parikh Flexi Cap Fund की recent underperformance के संभावित कारण ✅ HDFC Flexi Cap और Parag Parikh Flexi Cap की investment strategies में अंतर ✅ क्या बहुत बड़ा AUM Fund की performance को प्रभावित कर सकता है? ✅ Value investing और contrarian approach क्या होती है? ✅ Portfolio P/E और turnover ratio क्या संकेत देते हैं? ✅ Alpha, Beta और Sharpe Ratio से Fund का risk कैसे समझें? ✅ ITC, Coal India, Power Grid और IT-sector holdings के पीछे Fund का conviction ✅ लगभग 12–13% cash holding ने returns को कैसे प्रभावित किया? ✅ Overseas investment limit का Parag Parikh Flexi Cap पर क्या असर पड़ा? ✅ Large Cap में अधिक allocation के बावजूद क्या ये Funds वास्तव में Flexi Cap हैं? ✅ Short-term underperformance और long-term investment philosophy में क्या अंतर है? Parag Parikh Flexi Cap Fund ने momentum के पीछे भागने के बजाय relatively cautious, value-disciplined और long-term investment approach अपनाई है। इसी कारण short term में इसकी performance कमजोर दिखाई दे सकती है—लेकिन क्या इसका अर्थ यह है कि Fund कमजोर हो गया है? पूरी चर्चा देखें और समझें कि किसी Mutual Fund को केवल recent returns के आधार पर judge करना उचित क्यों नहीं है। अगले episode में हम Flexi Cap category के प्रमुख Funds और उनकी comparative positioning पर चर्चा करेंगे। उसके बाद Flexi Cap, Multi Cap और Multi Asset Funds के बीच अंतर को भी आसान भाषा में समझेंगे। आप किस Flexi Cap Fund या Mutual Fund category पर अगला episode देखना चाहते हैं? Comment में जरूर लिखें। ──────────────────── PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- RELATED LINKS EP-111 https://youtu.be/00VHSI1o2xY EP-112 https://youtu.be/eUfL58hk5Z4 EP-113 https://youtu.be/6j_4lfTkCg8 EP-114 https://youtu.be/0bc4FRz_oQ8 EP-115 https://youtu.be/AQsEdAu6u0Y EP-116 https://youtu.be/ns0tJCADnsY EP-117 https://youtu.be/5bc-5wyHt_g EP-118 https://youtu.be/cFo_P_5NlxA EP-119 https://youtu.be/IIgwQCm98Kw CHAPTERS & TIMESTAMPS- 01:17 Flexi Cap Funds का परिचय 01:59 ₹5 Lakh Crore की Flexi Cap Category 03:11 Parag Parikh Flexi Cap का बढ़ता AUM 04:03 HDFC vs Parag Parikh: AUM Comparison 04:51 क्या बड़े AUM से Performance घटी? 05:11 दोनों Funds की Investment Style 07:05 Portfolio P/E और Turnover Ratio 08:36 HDFC के Returns बेहतर क्यों रहे? 09:20 Alpha, Beta और Sharpe Ratio Explained 11:59 Sector Allocation Comparison 13:14 Fund Manager की Calls और Portfolio Agility 14:52 Contrarian Investing Approach 17:13 क्या Flexi Cap Funds वास्तव में Flexible हैं? 17:57 Short-Term Returns vs 10-Year Vision 19:35 Overseas Investment Limit का प्रभाव 20:27 Underperformance के मुख्य कारण 20:42 12–13% Cash Holding का असर 22:14 Final Analysis and Conclusion 23:08 Audience Questions & Upcoming Episodes --- If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #ParagParikhFlexiCap #HDFCFlexiCap #FlexiCapFunds #MutualGlobe
क्यों पीछे रह गया PARAG PARIKH ? || HDFC vs PPFAS FLEXI CAP II Mutual Globe II Ep 120
आप सभी का दिल से धन्यवाद! हमारे Small Cap वीडियो को देखने, पसंद करने और इतने प्यारे एवं उत्साहवर्धक comments करने के लिए आपका बहुत-बहुत शुक्रिया। आपका प्यार और support हमें सरल, उपयोगी और बेहतर financial education content बनाने की प्रेरणा देता है। अब तैयार रहिए हमारे अगले वीडियो के लिए, जिसमें हम Flexi Cap Funds पर विस्तार से चर्चा करेंगे। 🔔 Mutual Globe को Subscribe करें और notification bell जरूर दबाएँ, ताकि नया वीडियो आपसे छूट न जाए। यह content केवल education और awareness के लिए है। इसे investment recommendation न माना जाए। PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #MutualGlobe#ThankYou #FlexiCapFunds #SmallCapFunds #MutualFundsIndia #InvestmentEducation #MutualGlobe
आपके Comments के लिए दिल से धन्यवाद | Next Video: Flexi Cap Funds
जब return बहुत अच्छा दिखाई देता है, investors entry करते हैं; गिरावट आते ही नुकसान में बाहर निकल जाते हैं। यही behaviour long-term wealth creation को प्रभावित करता है। जब Fund कमा चुका होता है, तभी हम Enter करते हैं! और गिरने पर बेच देते हैं—यही असली नुकसान है। --- PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. --- CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #InvestorBehaviour #InvestmentMistakes #SmallCap #WealthCreation #MutualGlobe #SmallCapFunds #MutualFunds
क्या आप भी यही करते हैं? | नुकसान की असली वजह - महँगा खरीदा, सस्ता बेचा | EP 119, Short 02
2026 में Small Cap Mutual Funds में निवेश करना चाहिए या नहीं? कौन-सी Small Cap Schemes मजबूत दिखाई देती हैं, और केवल पिछले returns देखकर fund चुनना कितना खतरनाक हो सकता है? इस एपिसोड में CA Manoj Shrivastava और CA Rahul Narayan ने Small Cap Mutual Funds का performance, sector exposure, valuation, risk और long-term investment strategy के आधार पर विश्लेषण किया है। इस educational analysis में लगभग 35 Small Cap Mutual Fund Schemes से शुरुआत की गई। छह महीने, एक वर्ष और दो वर्ष के performance के आधार पर schemes को पहले shortlist किया गया। इसके बाद केवल past returns पर निर्भर न रहते हुए sector allocation, portfolio valuation, Sharpe Ratio, concentration और अन्य risk factors का भी अध्ययन किया गया। इस एपिसोड में आप जानेंगे: ✅ Small Cap Stocks और Small Cap Mutual Funds क्या होते हैं? ✅ Small Cap Funds में minimum investment requirement क्या होती है? ✅ Investors अच्छे returns के बावजूद small caps में नुकसान क्यों कर देते हैं? ✅ पिछले एक साल का return देखकर scheme चुनना गलत क्यों हो सकता है? ✅ Small Cap investment के लिए कितना समय देना चाहिए? ✅ SIP और lump sum में कौन-सा तरीका अधिक उपयुक्त हो सकता है? ✅ Direct Small Cap Stocks और Small Cap Mutual Funds में क्या अंतर है? किन sectors का विश्लेषण किया गया? इस episode में उन Small Cap Mutual Fund Schemes पर विशेष ध्यान दिया गया है जिनका exposure निम्न sectors में है: Defence Healthcare और Hospitals Banking, Finance और NBFC Power और Energy Renewable Energy Energy Transition Infrastructure Capital Goods साथ ही IT sector को लेकर भी चर्चा की गई है और बताया गया है कि केवल किसी sector को पूरी तरह स्वीकार या नकारने के बजाय उसके भीतर मौजूद अलग-अलग business opportunities को समझना जरूरी है। चर्चा में शामिल Small Cap Mutual Fund Schemes Sector analysis, performance और portfolio-related parameters के आधार पर निम्न schemes चर्चा में सामने आईं: Bandhan Small Cap Fund Invesco India Smallcap Fund Nippon India Small Cap Fund ITI Small Cap Fund Bank of India Small Cap Fund Quant Small Cap Fund Episode Chapters 00:00 Investment disclaimer 00:08 Rahul Narayan और Manoj Shrivastava का परिचय 00:31 Small Cap Stocks क्या होते हैं? 01:14 Small Cap investment plan कैसे बनाएं? 01:33 Investors को नुकसान क्यों होता है? 01:54 Small Cap Funds में volatility 02:20 Return देखकर entry करने की गलती 03:15 Investor behaviour की भूमिका 04:03 Long-term horizon क्यों जरूरी है? 04:31 SIP, lump sum और direct stocks पर चर्चा 05:19 लगभग 35 Small Cap Schemes का universe 05:41 Performance के आधार पर initial shortlisting 06:21 Past performance एक mirage क्यों हो सकता है? 07:17 Sector exposure का analysis 07:26 India-focused sector outlook 08:07 Banking, Power, Energy और Infrastructure 08:37 IT sector पर दृष्टिकोण 09:26 Shortlisted Small Cap Schemes 09:35 Bank of India और Quant Small Cap Fund 10:20 ITI, Nippon, Invesco और Bandhan Small Cap 10:44 Important red flags 11:10 Portfolio P/E Ratio और valuation risk 11:39 Sharpe Ratio की चर्चा 12:13 Oil और import-dependent exposure 12:58 Top 10 holdings concentration 13:51 कितनी schemes में निवेश करना चाहिए? 14:28 दो complementary funds कैसे चुनें? 15:14 Questions, conclusion और closing message --- PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #MutualGlobe #SmallCapMutualFunds #SmallCapFunds #BestSmallCapFunds #MutualFundsIndia #MutualFundInvestment #SIPInvestment #BandhanSmallCapFund #InvescoSmallCapFund #NipponIndiaSmallCapFund #ITISmallCapFund #BankOfIndiaSmallCapFund #QuantSmallCapFund #MutualGlobe #InvestorEducation #LongTermInvestment
Top Small Cap Fund - Bandhan , Invesco, Nippon or Bank of India ? II Mutual Globe II Ep-119
पिछले साल का शानदार return देखकर Small Cap Fund में निवेश करना महँगा पड़ सकता है। जानिए return chasing के कारण investors गलत समय पर entry क्यों कर देते हैं। यह वीडियो केवल education और awareness के लिए है, investment recommendation नहीं। निवेश से पहले अपने financial adviser से परामर्श करें। TOP SMALL CAP FUND? BANDHAN, INVESCO, NIPPON OR BANK OF INDIA? --- PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. --- CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #SmallCapFunds #PastReturns #InvestorMistakes #MutualFundsIndia #MutualGlobe
60% Return देखकर Small Cap Fund में निवेश किया? यही सबसे बड़ी गलती है | Ep 119 short 01
Many investors think passive funds can only match the market. In this Short from Episode 118 of Mutual Globe, the key point is that factor-based index funds aim to outperform their parent index and can be considered by investors seeking alpha within passive-style investing. This Short is part of Episode 118 https://youtu.be/cFo_P_5NlxA of Mutual Globe. Watch full Episode 118 for the complete conversation on index funds, smart beta and momentum investing. Please share this Short and full Episode 118 with your friends and family. Subscribe to Mutual Globe and press the Bell Icon. Because sometimes the biggest investing mistake is not picking the wrong fund. It is not understanding the strategy you are investing in. �� WHAT YOU WILL LEARN IN THIS EPISODE • What exactly Index Funds are and how they work • Why investors confuse Nifty 50, Nifty Next 50, Midcap 150 and Nifty 500 • The three major types of index investing 1️⃣ Market-cap based index funds 2️⃣ Sectoral and thematic index funds 3️⃣ Factor-based / smart beta strategies • The real debate between Active and Passive investing • Why the correct framework may actually be �� Active AND Passive • Why active funds try to generate alpha • Why identifying future winning active funds is extremely difficult • Why index funds rely on the collective wisdom of the market • Why Momentum Investing has become so popular • Why momentum strategies sometimes underperform sharply • Why investors panic when momentum cycles reverse • Why investment horizon is critical in factor investing • Why short-term performance can mislead investors • Why many investors enter strategies at exactly the wrong time • How the Core & Satellite approach can help structure a smarter mutual fund portfolio �� MOST IMPORTANT INSIGHTS DISCUSSED ✔ Active funds aim to beat the market — but winners keep changing. ✔ Index funds aim to match the market consistently without fund manager risk. ✔ Momentum investing captures trends — but trend reversals can hurt returns temporarily. ✔ Many investors misunderstand time horizon requirements for factor strategies. ✔ Combining active and passive strategies may create better diversification and stability. �� ASK YOUR QUESTIONS Still confused about: • Index Funds • Active Mutual Funds • Momentum Investing • SIP allocation • Portfolio strategy Write your question in the comments. We regularly review audience questions and selected questions are answered in future episodes of Mutual Globe. �� CONTACT & COLLABORATION Email: contact@mutualglobe.com Phone: 8700908017 --- PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- CALL TO ACTION If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. - CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #MutualGlobe #IndexFund #ActiveFund #MomentumInvesting #PassiveInvesting #MutualFundsIndia #SIPInvesting #FactorInvesting #SmartBeta #Nifty50 #MidcapInvesting #WealthCreation #PersonalFinanceIndia #InvestingStrategy #FinancialEducation You're an editor
Momentum Investing Ka Sabse Bada Weakness
What is momentum investing? In this Short from Episode 118 of Mutual Globe, it is explained simply: momentum strategy selects stocks based on recent price strength, expecting the part of the market that has been doing well recently to continue doing well in the near future. This Short is part of Episode 118 of Mutual Globe. Watch full Episode 118 https://youtu.be/cFo_P_5NlxA for the complete conversation on momentum, active funds and passive strategies. Please share this Short and full Episode 118 with your friends and family. Subscribe to Mutual Globe and press the Bell Icon. �� WHAT YOU WILL LEARN IN THIS EPISODE • What exactly Index Funds are and how they work • Why investors confuse Nifty 50, Nifty Next 50, Midcap 150 and Nifty 500 • The three major types of index investing 1️⃣ Market-cap based index funds 2️⃣ Sectoral and thematic index funds 3️⃣ Factor-based / smart beta strategies • The real debate between Active and Passive investing • Why the correct framework may actually be �� Active AND Passive • Why active funds try to generate alpha • Why identifying future winning active funds is extremely difficult • Why index funds rely on the collective wisdom of the market • Why Momentum Investing has become so popular • Why momentum strategies sometimes underperform sharply • Why investors panic when momentum cycles reverse • Why investment horizon is critical in factor investing • Why short-term performance can mislead investors • Why many investors enter strategies at exactly the wrong time • How the Core & Satellite approach can help structure a smarter mutual fund portfolio �� MOST IMPORTANT INSIGHTS DISCUSSED ✔ Active funds aim to beat the market — but winners keep changing. ✔ Index funds aim to match the market consistently without fund manager risk. ✔ Momentum investing captures trends — but trend reversals can hurt returns temporarily. ✔ Many investors misunderstand time horizon requirements for factor strategies. ✔ Combining active and passive strategies may create better diversification and stability. �� ASK YOUR QUESTIONS Still confused about: • Index Funds • Active Mutual Funds • Momentum Investing • SIP allocation • Portfolio strategy Write your question in the comments. We regularly review audience questions and selected questions are answered in future episodes of Mutual Globe. �� CONTACT & COLLABORATION Email: contact@mutualglobe.com Phone: 8700908017 --- PLEASE FOLLOW US ON: 🌐 Website: https://mutualglobe.com 👍 Facebook: facebook.com/people/Mutual-Globe/100079825881149 📸 Instagram: instagram.com/manojshrivastava1306 🔗 LinkedIn: linkedin.com/company/79653036 💬 WhatsApp Group (join for updates): chat.whatsapp.com/CY0YvlXJr10CHK2Plw9Qpq ▶️ Subscribe on YouTube: youtube.com/@mutualglobe --- CALL TO ACTION If this helped, please Like, Share, Subscribe and press the 🔔 bell. 💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe. - CONTACT (FOR COLLABS/QUERIES) ✉️ Email: [contact@mutualglobe.com](mailto:contact@mutualglobe.com) 📞 Phone: +91 8700908017 WELCOME TO MUTUAL GLOBE Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective. DISCLAIMER These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch. #MutualGlobe #IndexFund #ActiveFund #MomentumInvesting #PassiveInvesting #MutualFundsIndia #SIPInvesting #FactorInvesting #SmartBeta #Nifty50 #MidcapInvesting #WealthCreation #PersonalFinanceIndia #InvestingStrategy #FinancialEducation You're an editor
Momentum Investing Explained in the Simplest Way
Subscribe