RISKS and ALTERNATIVES of Small-Cap Funds! | Ankur Warikoo Hindi

In this insightful video, I delve into the world of small-cap mutual funds, unpacking their nuances and implications for investors. We explore the dynamics of small-cap investing, shedding light on the potential rewards and risks associated with this investment strategy.

But that's not all. I also share strategic alternatives to mitigate these risks, particularly through the incorporation of hybrid funds into your investment portfolio. By blending small-cap exposure with other asset classes, investors can achieve a more balanced approach to wealth accumulation while still tapping into the growth potential of smaller companies.

Join me as we navigate the intricate landscape of mutual fund investing, empowering you to make informed decisions and maximize your investment returns while effectively managing risk.

#MutualFunds #Investing #warikoo

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The above links are for products that I personally use for my own investing. If you create an account on any of these using the above links, I stand to make a referral income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L. DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions.

My bestselling books:

My gear for shooting this video:

The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.

Let’s connect online:

[warikoo]

My Money Apps:

The above links are for products that I personally use for my own investing. If you create an account on any of these using the above links, I stand to make a referral income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L. DO NOT assume that these are the best products in the industry. Please do your research and let me know if you have any questions.

My bestselling books:

My gear for shooting this video:

The above links are on Amazon. If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L, in 2022 we contributed 53L and in 2023 we contributed 52L.

[contactsouvik]

This is an amazing video. Because you have shown there are so many types of mutual funds, some of which also invest in fixed return government bonds. No one tells people that and everyone think Mutual Funds invest only in Stock Market. Absolutely fantastic video. I have learnt a lot about Mutual Funds by seeing this video. I will also share this video in my groups..

[AmitJha-llqq]

First time seen anything Other than excel calculations… like the content and the way it’s explained 👍😊

[sufiyan]

Small caps

1) Nippan small cap =5000
2) quant small cap=5000
3) SBI small cap=4000

Mid caps

1) Hdfc mid cap opportunities=4000
2) Motilal Oswal mid cap=4000
3) Nippan india growth=4000

Flexi caps

1) Parag parika flexi cap=4000

[apkihealthylife]

Really good information. But there is one thing that whenever there is crash, all category MFs get a dive excepting Debt funds or Govt. Bonds.. It is a fact that small cap funds get more drop but I don't think that any small cap fund has ever gone to zero or didn't recover ever after the crash.. Market crashes and recovers, that is the behaviour of the market. People invest to get better returns and they invest knowing the risk factors. I know people who have invested 2000-3000 monthly in small cap funds only for 15 to 20 years and have built a corpus of Rs1Cr+.

[justarrived]

I was supposed to lumpsum invest in small cap. Thank you so much. You really helped me a lot.

[ABTX]

Started 1st 2 SIP's today. A small cap for small repeated investment per month for long term. And a hybrid with 2x the money of small cap for medium term. Will diversify more as I learn from these SIP's performances. 🙏 Thanks Ankur.

[IamSrijanSingh]

My 80% Amount is invested in Small-Cap giving 22%XIRR from last 3 years and recently invested 15% Amount in Mid-Cap Index Fund which has historically given a return of 25%XIRR in the last 5 years whereas, 5% Amount in thematic Fund which is an NFO.

Total XIRR is showing as 17.38% and I'm okay with it, realistic expectation is when you expect between 15-20% XIRR in long term investments!

[sangeetaskitchen]

You are amazing and I am growing fast with your videos. I am a cbse principal n I find you the best teacher great job

[DreamweaverShade-hp]

I'm an amateur with a portfolio of 180k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Are these good stock suggestions?

[yuviiiiiiiiiiiiiiiii]

This is one of your channel's best videos. Don't know why it has fewer views than others though. Maybe because in this video you were not optimising for views but for usability. Kudos!

[oliviaralston]

Successful people don't become that way overnight. What most people see as a glance of wealth, a great career, and purpose is the result of hard work and hustle over time. I pray that anyone who is reading this will be successful in life....

[nishujain]

Hi @Ankur,
I just saw your 9 months old video where you showed your diversified portfolio. In that you mentioned that you invest 65% in small cap.
Given the information that you're sharing in this video, have you rebalanced your portfolio now ?
How does your current allocation look like ?

[Unlimitedgaming]

Have not tried anything yet but still the knowledge shared seems to be valuable
Thanks

[kiranakula]

Don't get carried away by the returns, You need to be mindful about the Sensex rally in last 4 years(one of the rare event) which has changed the dynamics of all the mutual funds and these dynamics would not applicable for those investing now, since market is in consolidation phase. I have been actively investing in Nippon small cap since 2017( earlier it is reliance), till 2020 my XIRR always negative. If there is an option see last 7 or 10 yrs returns then the no would reduce to 20% or so.

[benitabussell]

I've kept much of my savings in cash for safety, but I'm unsure if it's right for retirement. Contemplating investing $400K in stocks, as I've heard investors can profit in tough times. Unsure about my next move.

[poojabandekar]

I like the way you explain the concepts with the help of examples

[jaiIshtDev]

Thankyou for being a guiding light in the life of people in financial crisis. If possible please make a video and guide us all about the pros and cons and difference between investing in direct mutual funds through AMC's or by opening a CAN account. Which is better?

[saumitrachakraborty]

I exited quant small cap fund direct growth with a reasonable gain..
Diverting the money to equal weighted nifty 50 index fund

[DNA]

Thank you Sir. You have explained so precisely about hybrid mutual fund (aggressive and conservative funds). This has helped me think beyond FD returns.