Smallcase investing explained! (How NOT to lose money?) #SmallCase #StockMarketforbeginners

You too can invest in the mentioned small case! Check:

Create your own small case today!:

I personally love using Zerodha for investing and trading!

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Many people have a fear that they will lose money in the stock market. And if you don't have your basics clear, then you can actually suffer.

So in this video I talk about how to NOT lose your money in the stock market. And one of the best options is to invest via SMALLCASES.
In this video, I explain the concept of smallcase investing, by comparing it with direct equity and other portfolio investment options.

0:00 Introduction
02:16 Equity vs. Portfolio Investing
06:14 Portfolio/Basket Investments
10:46 Mutual Funds vs Smallcases
17:05 Getting started with Smallcase

I have personally invested in smallcases and would advise any novice investor to do explore this option, if they want to make the best out of this bull run period!

Do watch the video till the end to get a complete understanding.

If you want me to cover any specific topic, comment below, I will definitely shoot videos on them.! :)

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Attributions:
Stock videos from Pixabay and Pexels
Logos: Wikipedia Commons

[AkshatZayn]

If you too want to invest in the mentioned small case, check:

Create your own small case today!:

[shivamshrotriy]

A man who tells the viewers to view at 1.5x speed has to be a wise man.

Thanks man.

[RyanContreras]

Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.

[summriz]

If you were my Economics teacher in school/college, I'd be in an entirely different field right now. Teachers like you need to be in every school/college.

[sankarmahesh]

Although Smallcase sounds like a good option, one should be aware that such theme based small cases might lead to decrease in returns over time. Instead diversification will be less risky.

[ramkumarsivaraman]

Hey Akshay, Your YouTube channel Is an interesting mix of financial literacy and career/life coaching. Keep doing good videos like this.

[narayanix]

15:55 Sir please create a SmallCase and share it with us. I'm sure your insights will be helpful for new investors (incl me).

[yuvarajn]

Thank you for this video and all other videos as well. 1. Please do create a small case of yours. 2. Please make a video(s) on various small cases explaining ( breaking down further for layman ) and the ticket sizes appropriate to the fees for them, time horizon et, this would be very helpful for choosing a mix of small cases for short, short-long and long term ( e.g EV could be a long term). 3. Also if we say invest into a X number of small cases and then based on performance say for next 6 months we can have the flexibility of trimming down the investments, how to stop a small case. 5. Please also ellaborate on the impact of short term capital gains ( due to rebalancing in small case) which a mutual fund investor doesnt have to bear.

[MrEternalFool]

Please don't follow this blindly.
Smallcases can have frequent rebalancing of stocks which can heavily impact your return. This is not true for mutual funds.
The tax is not factored in the CAGR shown on the smallcase website.
The fact that Akshat didn't mention this shows he is not different from other youtubers.

[capsonfernandes]

I wish I would've found this gem of a channel soon, pure knowledge. worth it.

[mayankthakur]

Why is no youtuber talking about the STCG implication in smallcase for every rebalance. Suppose I invest 50k in a smallcase, after 3 months it is rebalanced and just for simplicity lets say that the cost of stocks sold is equal to the cost of stocks purchased. Say, there is 50% portfolio turnover, and we sell stocks for 25k and rebuy the newer stocks. In that 25k, say there is 5k capital gain, which we will have to pay tax on, when we didnt really "gain" any capital as we just reinvested the money.

When in mutual funds people say that the dividends dont come to us directly we should also see that the tax implications are also not on us directly. More than the "commissions", it is the STCG in smallcases that reduces the returns.

[makardhwajsingh]

You are MRF of Indian tyre Industry
Veri nice and mind boggling explanation

[divymaheshwari]

Hey @ Akshat, you missed one point. In case of rebalancing in Smallcase, there would be capital gain implications for the individual. Although in case of mutual funds rebalancing, same would not be applicable for individual.

[shanthk]

Every video of yours . . I First Hit the Like Button and then start watching the Video. . Man ur simple Inspirational. . The only feedback I wud like to give is. . I saw few of your earlier videos. . And u were talking in Hindi. . For us South Indian it's Greek and Latin . . Tot why don't u seak in English . . And ya after every video of yours was only in English, so we all can understand. . Keep Rocking. .

[lanjohn]

Before jumping into conclusions, I think you should take a look at things first. For the past few days, the price of BTC has been fluctuating which means the market is currently unstable and you can't tell if it is going bearish or bullish

[sauravkumar-gkhw]

Like mutual funds, small cases are also framed by fund managers. How do we know the competency of these fund managers that whatever rebalancing they will be doing is going to be benefitial. In MF we can track its rating via crisil and similar rating agencies, nothing as such in smallcase. Its a new product and it has been promoting by paying heavily these youtubers.

[prashantathmakoori]

Hey akshat as you showed at the end that on small case you get suggestions to rebalance.
Now if we rebalance our shares we would be entitled to pay 15% as short term capital gain on every readjustment. Then wouldn't this make smallcase portfolios extremely expensive when compared to a mutual fund.
Please do share your thoughts on this!!

[TheBoomsonic]

I was expecting you to explain about the tax implications as well as many smallcases get rebalanced quarterly. Some paid smallcases get rebalanced weekly. I have been investing in MFs since 12 years and my portfolio is on 17% CAGR right now. I have now started some SIPs in a smallcase that has a 5 year CAGR of 27%. I have been trying to figure out what would be the tax adjusted returns on it and whether it makes sense over MFs. I'd like someone to make a video explaining this particular thing.

[SubhasishSahoo]

I have been a fan of small cases. But lately me and my friends have problem with few of them. Some of the small cases have closed down without any support. Benchmark indices have been changed without any communication. I have moved out of my small case investments. Just my experience

[honestcomments]

Hi Akshat, thanks for the video. You can't expect viewers to believe that you invest in smallcase with the dashboard you showed. An investement of 60K is nothing and it's an attempt to mislead people that you are completely in smallcase. It's fine that you need not share everything you do, but if you say that you invest in smallcase, then also tell what percent of your money is invested into small case. This dashboard is a sham!