Participate in India's Consumption Sector with the Nifty Non-Cyclical Consumer Index

► Need Term or Health Insurance?

► 26,000+ readers have joined my Investing Newsletter

In the realm of investing, a defensive strategy is paramount for stability and resilience in uncertain economic times which can be found in goods and services that have consistent demand in categories such as utilities, healthcare, education, personal care, household goods, and telecommunications. In this video, I discuss two primary strategies when investing in defensive stocks or building a defensive portfolio -- a) an active style of stock picking and b) a passive way of investing

Specific to passively managed approach, the Nifty Non-Cyclical Consumer Index is a powerful portfolio that has often outperformed the broader market indices like the Nifty 50 and Nifty 500, and that too with lower volatility. I also put forth in this video a combined strategy i.e. attacking via the Nifty 50 and defending via the Nifty Non-Cyclical Consumer Index to show how this combination can offer spectacular returns over the long term - 19.9% post tax returns over 17 years

👉 Video Chapters:
00:00 Benefits of a Defensive Investing Strategy
01:37 What is a Defensive Stock?
03:08 Beta of a Non-Cyclical Stock
04:19 Active Style of Building a Defensive Investing Portfolio
05:33 Nifty Non-Cyclical Consumer Index
07:36 Performance of Nifty Non-Cyclical Consumer Index
09:20 Combination of Attacking & Defensive Investing Strategy
12:32 How to Invest in Nifty Non-Cyclical Consumer Index?
12:54 Shankar's Viewpoints

#defensivestocks #noncyclicalstocks #niftynoncyclicalconsumerindex

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

[shankarnath]

Dear all - there is a big mistake in the latest video on Nifty Non-Cyclical Index



Apologies for any inconvenience caused
.

[santoshsebastien]

My respect for you has increased even more Mr. Shankar Nath. Fellow Chelsea fan ❤

[hopeaasha]

You are a born teacher. Thorough and extreme clarity. Easy to understand and as everyone said no gimmicks. Thank you

[xavierdsouza]

I find your videos over the years, well researched and balanced.... Fits my form of Thank you for the This video too as usual has been enlightening.

[venkateswararaodevisetti]

The best knowledgeable person I have ever seen
Thanks a lot sir

[malluinvestor]

Sir, start a mutual fund and we will join, so every body can benefit your strategies with out fail.

[sunil.shegaonkar]

no gimmicks.
Shankar Nath, you have great Data tracking & analysis. Thanks for sharing.

[Homeland]

Hello sir,

I want to genuinely say thank you to you for all the effort you make in creating such data rich informative videos consistently 🙏

You are the best among all the other finance influencers on social media 👍

[ramasisir]

Again, Thank you Sir for your energy putting into these kind of very useful videos.

[Wasimkhan-ktru]

Consider the fund's expense ratio in relation to its performance.

[ajayverma]

Lucid, easy to understand and well researched... as always...

[subodhadavadkar]

Absolutely loved the football reference Shankar sir, especially Jose's 1st press conference in England where he proclaimed that he is the Special One.

I was looking at the cyclical table of NCCI and Nifty 50 and was wondering if splitting the Rs 1 lakh into 2 equal parts each and bulk investing in both indices at start of the year could be another way to earn good + stable returns

[senthilkumarg.s]

Excellent presentation Shankar ji… Thanks for sharing

[uraval]

Correct, defence wins a team trophies (always).

[AnirMan]

I watch only football World Cup. But Shankar’s football references increase my interest in the game as he links them to finance concepts 👌

[SRavichandranIndia]

Nice one.... thank you for this insightful presentation.... best wishes

[kumargaurav]

Sir..thanks you for your wonderful video.Could you apprise where we can find the historical performance for any indices like nifty 50 and nifty non consumer etc

[devenderdasvaliyaparambath]

I'm Following /watching all your videos last 6 months or so. The content presented is really good.Continue the good work

[debusukla]

excellent analysis, delivered without gimmickry

[jatinsharma]

Consider the investment objective and strategy of the fund.