How to Build the Best Index Fund Portfolio (Based on 20 Years of Data) скачать в хорошем качестве

How to Build the Best Index Fund Portfolio (Based on 20 Years of Data)

What is the best passive index combination for long-term wealth building? In this video, we analyse 20 years of data across four major Nifty indices — Nifty 50, Nifty Next 50, Nifty Midcap 150, and Nifty Smallcap 250 — to determine the optimal allocation for a passive investment portfolio. Whether you invest through SIPs or lump sums, this deep dive will help you understand which portfolio combination delivers the best returns and risk-adjusted performance. Here's what we have covered in the video: Which index combination performs best over 20 years of historical data SIP vs Lump Sum: Which allocation works better Return comparison: Aggressive vs Balanced vs Conservative portfolios How volatility and drawdowns affect long-term wealth Why overexposure to mid and small caps may hurt stability How disciplined rebalancing improves long-term outcomes How to decide your ideal large-cap, mid-cap and small-cap allocation Indices Covered Nifty 50 Nifty Next 50 Nifty Midcap 150 Nifty Smallcap 250 These represent the full Indian market-cap spectrum, making them perfect for a diversified passive portfolio. Key Takeaways The aggressive portfolio delivers slightly higher returns — but with significantly higher volatility. The balanced and conservative portfolios offer comparable returns with much lower risk. Risk-adjusted returns favour the conservative allocation. In SIPs, too, performance differences narrow — reinforcing that consistency matters more than aggression. Long-term success depends more on discipline and rebalancing than chasing the highest-return index. Here's our playlist on passive investments:    • Passive & factor funds   👉 To invest in top Mutual Funds, download the ET Money app: https://etmoney.onelink.me/unJQ/5ca1ae3b 👉 Subscribe to ET Money Hindi    / @etmoneyhindi   👉 Follow us on: ► Facebook:   / etmoney   ► Twitter:   / etmoney   ► Instagram:   / etmoney_official   ► LinkedIn:   / et_money   ► WhatsApp: https://whatsapp.com/channel/0029VaB4... View the detailed disclaimer here: https://www.etmoney.com/disclosures