I Got 23%+ Returns Consistently | My Small Cap Fund Selection Strategy скачать в хорошем качестве

I Got 23%+ Returns Consistently | My Small Cap Fund Selection Strategy

Choosing right Small Cap Mutual fund can be very confusing. Achieving consistent, high returns in the volatile small-cap mutual fund space isn't about luck; it's about having a robust strategy. With over 4000 small-cap companies in the Indian stock market and 88% of funds failing to beat the index, how do you pick a winner? In this in-depth video, I reveal my personal investment strategy and the exact framework I use to analyze and select the best small-cap mutual funds for my portfolio. This is the same strategy that has helped me achieve consistent XIRR returns of over 23%, accelerating my journey to Financial Independence (FIRE). ------------------------------------------------------------------------------------------------------------------------------------------------- ✔️To open a free demat account click here: https://tinyurl.com/amitupadhyaya -------------------------------------------------------------------------------------------------------------------------------------------------- In This Video, We Will Cover: The Small-Cap Challenge: Why picking the right fund is so difficult and critical for portfolio growth. My 3-Step Framework: A proven method to filter from over 4000 companies down to the top 2-3 funds. Live Analysis: A practical, step-by-step walkthrough on Morningstar to screen mutual funds based on performance, expense ratio, and manager tenure. Statistical Deep Dive: Understanding critical parameters like Alpha, Beta, Sharpe Ratio, and Turnover Ratio to separate good mutual funds from the great ones. Mutual Fund Comparison: A detailed, unbiased analysis of India's most popular funds. My Personal Strategy: Why I combine an active mutual fund with a small-cap index fund/ETF for balanced growth and risk management. DEEP DIVE & ANALYSIS We perform a detailed comparison of some of India's top small-cap funds, putting them through our rigorous framework. We analyze: Nippon India Small Cap Fund HDFC Small Cap Fund Quant Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund HSBC Small Cap Fund Franklin India Smaller Companies Fund Union Small Cap Fund Axis Small Cap Fund Kotak Small Cap Fund I also share my personal experience with the SBI Small Cap Fund and explain why I paused my investments in it despite its long-term performance. We also touch upon funds like Axis Small Cap, Kotak Small Cap, and Franklin India Small Cap during the initial screening process. 🔧 RESOURCES MENTIONED: Tools Used for Analysis: Morningstar India, INDmoney S&P Report - https://www.spglobal.com/spdji/en/doc... 🕒 TIMESTAMPS / CHAPTERS: 0:00 - Introduction : Small-Cap Challenge & My Approach 1:37 - My 3-Step Framework for Fund Selection 2:29 - LIVE Analysis: Finding the Top 10 Funds 3:30 - Step 1: Eliminating Funds (Expense Ratio & Manager Tenure) 5:03 - Why I'm Removing SBI Small Cap Fund (Performance Lag) 6:05 - Step 2: Statistical Analysis (Alpha, Beta, Sharpe Ratio) 8:00 - Our Top 3 Funds: Nippon vs HDFC vs Quant 8:58 - Step 3: Deeper Analysis (Turnover, Upside/Downside Capture) 11:45 - Portfolio Allocation: Small-Cap vs Mid-Cap vs Large-Cap 13:08 - The FINAL VERDICT: Nippon vs HDFC vs Quant 14:28 - My Personal Small-Cap Strategy for Financial Independence 15:00 - Why I Also Invest in a Small-Cap Index ETF Also 15:23 - Summary of Strategy Connect & Engage! If you found this fund selection strategy helpful, please LIKE the video and SUBSCRIBE to the channel for more content on investing and financial independence. Question for you: Which small-cap funds are YOU investing in? Let me know in the COMMENTS below! DISCLAIMER: This video is for educational and informational purposes only. I am not a SEBI registered financial advisor. The views expressed are personal and based on my own research and experience. Please consult with your financial advisor before making any investment decisions. Mutual fund investments are subject to market risks, read all scheme related documents carefully. #MutualFunds #SmallCap #InvestmentStrategy #StockMarketIndia #NipponSmallCap #HDFCSmallCap #QuantMutualFund #Investing #FinancialIndependence #SIP #FundSelection #MutualFundAnalysis #StockMarket #Sensex #Nifty #Indianinvestor #ExpenseRatio #Alpha #Beta