►My stock market course (comes with 1 year community access), here: wisdomhatch.com/stock-market/ ___________________ ►I talk about in depth macroeconomics correlated to stock market movement on KZread member community here: kzread.info/dron/qW8jxh4tH1Z1sWPbkGWL4g.html ___________________ ►Worried about your taxes? No need to- Use the link to avail 35% discount on filing taxes right now (valid till 15th June): filemyreturns.taxbuddy.com/akshat ___________________

@tanuja14rose

Жыл бұрын

Akshata all these are good but sometimes you are forced because of tax planning most of the population invest in elss I agree with you my return on these blue chip mutual funds have given least returns

@SantoshGhodake

Жыл бұрын

KZread community?

@ankitkothari9073

Жыл бұрын

Pls create more videos on Mutual funds

@amitdutta5526

Жыл бұрын

(😊😊oo😊œ8

@abhishekmalik2470

Жыл бұрын

Anybody interested in co-buying the course?

I’ve been diligently working, saving and contributing towards financial freedom and early retirement, but the economy so far since the pandemic has eaten away most of my portfolio, what I want to know is this: Do I keep contributing to my portfolio in these unstable markets or do I look into alternative sectors.

@StacieBMui

3 ай бұрын

Just try to diversify your portfolio to other market sectors, that way your investment is balanced and you don’t get to make so much losses.

@StocksWolf752

3 ай бұрын

that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+

@EleanorBaker474

3 ай бұрын

How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

@StocksWolf752

3 ай бұрын

“Sonya lee Mitchell’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@crystalcassandra5597

3 ай бұрын

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

Akshat you are trying to misguide mutual fund investors. Headline says 5 Mf to invest and you are beginning with telling disadvantages of investing in mutual funds. You are trying to convert MF investor by using such subject to join your paid community and your class. Mf is charging is less when compared to your paid community and classes. For investing 1 lac in stocks based on your paid community the charges are almost 2%. Mf charges much less than that. Do you think you should misguide mf investors by using such tagline? Be fair Akshat.

@rkviku

5 ай бұрын

True

@gokulvrindavan1858

4 ай бұрын

This person is evil

@RR-Girl

3 ай бұрын

Even I'm started to feel like in strategic moves, as now he's is planning to close community and going to start in person class ..... It's been multiple months and I did not get any perks by joining his community

@SOUTHINDBOY

2 ай бұрын

Is mf referred to akshat is mutual fund or mathherfckrr😂

@kirupaashankar9352

Ай бұрын

How did u think he became rich 😂😂😂

The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. How can one profit from the present market" with effective entry and exit strategy, I mean I've heard of people making upto 350K within few months and I want to know their techniques.

@Adukwulukman859

Жыл бұрын

You're not doing anything wrong, you just don't have the required skillset to profit off a down market, folks that are making profit in this market are pros and experts with in-depth knowledge and skillset.

@ThomasHeintz

Жыл бұрын

True, initially I wasn't quite impressed with my gains, opposed to my previous performances, I was doing so badly, figured I needed to diverssify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of $550k...that's like 7times more than I average on my own.

@DarleneMurphy774

Жыл бұрын

@@ThomasHeintz that's impressive!, I could really use the expertise of this advisors , my portfolio has been down bad....who’s the person guiding you.

@ThomasHeintz

Жыл бұрын

@@DarleneMurphy774 Laura Marie Ray is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.

@esther.74

Жыл бұрын

@@ThomasHeintz I curiously looked up Laura Marie Ray online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals

Quick summary - Market Performance and Investment Strategies - Small and midcap mutual funds can outperform the market during bull runs. - Timing is crucial when investing in small and midcap funds. - Consider investing in growth industries to increase the chances of making profits. Large Cap Funds and Benchmark Index - Investing in actively managed large-cap funds may result in losses. - Only a small percentage of large-cap funds beat their benchmark index. Mutual Funds and Investing Considerations - Mutual funds are suitable for new investors or those who lack time for direct stock picking. - Mutual fund investing is unlikely to exceed 10-12% CAGR. - Research and choose mutual funds based on individual preferences. - Avoid excessive rotation of portfolio holdings to maintain performance consistency. - Take control of investments and understand where the money is going. ETFs and Debt Funds - Investing in ETFs can save on expense ratios compared to actively managed funds. - Liquid debt funds are suitable when interest rates are stable or falling. - Avoid investing large amounts in debt mutual funds due to limited indexation benefits. Wealth Growth and CAGR - Making 16% CAGR is essential for achieving significant wealth growth.

@No17738

Жыл бұрын

*Liquid Debt funds are suitable when interest rates are stable or rising.

@happymind3098

Жыл бұрын

Thanks for summary

@charankumar7377

Жыл бұрын

Bro.... Thanks a lot

@sandip5425

Жыл бұрын

Thnks Man♥️

@RajShah202

Жыл бұрын

Fantastic job 👏 ❤

I love your videos. Unfortunately, it's been a while since I visited I am experiencing one of the most challenging phases of my life... Lost a fortune investing in emerging companies... Hopeful, for a turnaround.

@YTDataAnalyst

Жыл бұрын

@kentucky4494 Not far from the truth I regret... Any idea how I can reach Gary Joe Wilde? I love the testimonies I have seen about him by Chris, Brian, and some other youngsters on cnbc makeit... He seems not to own a video channel here.

Like a forest fire that wipes out the old trees to make room for new growth, bearish periods ultimately establish a new crop of stocks to buy and watch while setting the stage for a robust new uptrend.I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?

@bsetdays6784

Жыл бұрын

The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on

@lucianoboccedi

Жыл бұрын

I agree, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or hold. That's where my manager comes in, to help me with entry and exit points , I've accrued over $550k from an initially stagnant reserve of $150K all within 14months

@selenajack2036

Жыл бұрын

@@lucianoboccedi wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

@lucianoboccedi

Жыл бұрын

@@selenajack2036 My advisor is “ELEANOR ANNETTE ECKHAUS” You can easily look her up, she has years of financial market experience.

@kaylawood9053

Жыл бұрын

@@lucianoboccedi Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

Make more videos on mutual funds and personal finance.

@No17738

Жыл бұрын

+1

@azadlaxman1

Жыл бұрын

Agree not on some why rich are leaving Nft etc

Your videos are really informative and I really appreciate the time and effort you put in each study! The way you explain and speak resonates like an educated individual. Thanks for that! Consider giving some coupon codes or discounts for your course once! Quite eager to purchase it but seems a little too overpriced.

Thanks Akshat for imparting such a valuable information on investing. Your content & research on investing is unmatched💯. Proud to be part of your member community. My younger son admires you a lot and watches your content regularly, he is about to enrol in an under graduate course in economics in this year.

This one is a very informative video thank you 😊. As a beginner I wanted to know which SIP frequency will be better for index funds. Either monthly or daily?

Akshat Ji, Thanks a lot for your honest & detailed explanation, please upload more video about these kind of strategies & stock market investment😊

hi sir, please make new detailed videos related to a career in finance, a roadmap for recent graduates to enter finance roles, and the essential areas to be explored before choosing a career.

@619ry7

Жыл бұрын

Do mba

Hi Akshat. Thank you very much for your best videos. Can you let me know how is tax calculated on joint account mutual funds.

Thank you very much Mr.Akshat for sharing very valuable and useful information...keep the future content on these lines...

You have finally agreed about actively investing in the small and Midcap cap fund investing.

@stockmarketdr

Жыл бұрын

After trail and error 😂😂

Sir it would be great if you bring a short n crisp video on personal finance and introduction to stock market. Always your admirer❤❤

Can you create a video showing how to pick small cap stocks and how to analyse them?

Hey, Good going Akshat! Love your videos, Please keep doing more and more of such videos. I get to learn a lot! Trust me, I never write comment on any youtube channel. But your's is a gem. You speak with much clarity, 0% fearfulness & experience! ❤

@voldemort576

Жыл бұрын

Can you share that post on symphony?

Akshath sir...your knowledge through financial videos are just mind blowing..thank you sir..a small suggestion from my side too,plz keep your videos to minimum time say,12 to 15 minutes.. that's it.thank you sir.

@adityanandchakilam5813

Жыл бұрын

I tooo feel the same Reddy Garu

@amitpande3801

9 ай бұрын

Even I feel the same.... thanks.for.summary

Nice video. Over 5 years, small caps and mid caps have increased much more than large caps. What about 10 - 15 years? I think the returns might be the same.

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

@robertgeorge238

Жыл бұрын

You are right, to be a successful person in life require him or her of hard work and time

@ademusiaka7198

Жыл бұрын

The thing about been successful is working toward it and not going the other way round

@aprilclaudette2057

Жыл бұрын

You are right. Been thinking of going into gold and cyptocurrency

@vickia.weaver7488

Жыл бұрын

It's obvious everyone is doing this online Investment

@ramadhanipongela1360

Жыл бұрын

​@@vickia.weaver7488 I totally agree with you it has been an eye-opening experience for a lot of people.

Jiyo Lala, This video was much direct in explanation, compared to your other videos which sometimes get slightly passive, I am aware of your reasons. I understood and was able to associate with everything. This video alone is like a mini course for anyone who don't know shit, Covers almost everything for the initial fear of a beginner who thinks Stock Market is 'Jua'. Take a Bow! I do have a question for you: What would you define as a decent capital today? 25 Lacs, 50 Lacs, 1 Cr or the maximum possible for an individual or it is subjective? - Your Subscriber in Mid 30s with a very small portfolio but could only start because of wonderful people like you.

Lovely presentation!! Gave a good insight. Thanks Akshat!

It is better to invest in liquid or debt mutual funds in the time of falling interest rate. But you said reverse. Please check and correct. I follow your views..

True @akshat I also believe on this, I shifted my 60% portfolio to direct stock market buying and hopefully on a gain of 30% IDFC bank is the next HDFC

@chakabcd

4 ай бұрын

How many shares you bought in IDFC bank? Is it fine for your to tell the numbers?

@sumonsanyal

4 ай бұрын

@@chakabcd Till date i have 1200 shares of IDFC, I have been buying since 2021 every alternate month.

current returns from small cap mid cap index nifty mid cap 50 and 150 both are at all time high double in last 5 years , even in last 5 years nifty 50 small cap index which is just 5% down from its all time high give 24% CAGR return in last 5 year .

Akshat Sir God bless you for helping so many people like me in understanding Finance and Investment ❤🙏🏻😊

Sir please make a video on ICICI PRUDENTIAL NIFTY FMCG ETF HOW ETF WORKS WHAT IS EXPENSE RATIO IN ETF etc....

can you please clarify, are small caps a good option to diversify over a long term, timing the market is hard and hence if nifty 50 index is a 12.5 cagr then which is the instrument that will help the 16 % cagr

Superb eye opening video.. Thanks a ton Akshat ji... Pls make more of such videos

Hi Akshat, I have been watching your video from a long time, got to learn many things from you.Thanks🙏.. I have a query--- Currently the US market debt celling was increased by 2 trilion/year, which means more money is put in to the system and inflation will rise. So is FED going to keep the Interest rates rising? What are the macro concepts behind this..Request to make video on this, Thanks

Excellent job 👏 👍 😊. Very informative for all .

Hi Akshat, do you have a website also for receiving the payment in INR as the join button wants me to pay in a different currecncy as I am in Egypt for few days?

Thank you for the information. What is your view on Multi cap mutual funds which invests 25% each in large, mid and small cap respectively.

Hi Akshat, your in-depth knowledge about finance is great! I request you to make a video & suggest 5 MF for layman, who wants to invest 10K -20K per month and get the decent returns in 3-5-8 years...

@divyasivach6276

10 ай бұрын

Go for small cap 1) quant small cap fund 2) canara robeco small cap 3) Nippon small cap Do 5k each monthly sip for atleast long term

@Oakawol

5 ай бұрын

@@divyasivach6276 hey i just started working i got placed by the college into a firm so right now i am thinking of investing 50k per month should i invest in those 3 ? or i should diversify and also buy nifty 50 index like icici prudential or parag parikh flexicap fund ? i wont be needing money for the next 15-20 years So what do you suggest ?

Akshat after 30 june due to 20% TCS small Investors would find investing in US shares unviable as after accounting for withheld 20 % interest free with the govt generating reasonable return would be very difficult . Your views...

plz elaborate about low duration, medium duration, long duration funds, money market fund, dynamic bond fund and gilt fund. And when or under what condition, one should enter and what should be expected?

Quant is all abt momentum investing and ur right u cant do it with huge AUM as turn over ratio becomes an issue

@karthikcrab

11 ай бұрын

quant small cap AUM is around 5000 crore. I think what he mentioned here is the total fund quant have in all the MF they have.

But you have to keep on sip investing in small and mid caps during the flat or bear run in order to accumulate units are lower or flat navy’s. Then when the bull run happens, entire lot of units gets nav increase. It’s like averaging your nav price.

@Akshat - what do you suggest if i have an existing Large cap MF running? Should i sell all my units and reinvest in an index fund or along with large cap MF, start an additional index fund?

What about small case investment? Help🙏

Sir, please make video on best smallcase

So can we say that in simple words that if XIRR of my portfolio is assuming 13% then to achieve 16+% one needs to increase investing in small and mid and once it comes to 17 or 18 one can move towards little bit of large cap MF so to maintain healthy 18-19 %. I mean if if it's below market growth then that means the allocation is not in right direction. And assuming that one is picking MF from a combination of 4-5 star value research and top 3 from ET money...

Is there is any good index mutual fund to invest in small cap companies

Hey a question on liquid debt funds.. I understood that if the interest rates go up the borrowing of money becomes harder as overall loan price increases.. Is this the reason why bond's maturity value increases?

Oh ! What a relief ! I invested a few lacs in FD very recently. My wise financial advisor tried hard to make me invest in liquid debt funds. Amazed by your indepth knowledge and extensive research works in personal finance and other financial arenas. Thanks a lot. 👍👍

@theaudacity5791

Жыл бұрын

jaak bacha geche didi

@latifkhan535

7 ай бұрын

Where you have invested i have 5 lakhs please suggest

Very informative video but what about Flexicap mutual fund like PPFS which gives around 14% return last 3 to 5 years

Just a beginner, but ur videos are too simple to understand andwell explained

Great 👍👍 it'd be nice if you could recommend some small cap or mid cap companies for investment. Thanks

17:30 - 17:35 in the video you say FD & debt funds are at par in terms of returns but FDs are taxed every year according to your slab(TDS) whether you withdraw(close) them or not.. While Debt funds are only taxed when you redeem them( not every year). Isnt that a big advantage in debt funds( despite of removal of indexation benefit this year) ??

What is a decent amount of capital as per you .. to put in the market ?

Please check the returns of sbi bluechip, sbi contra, sbi focused equity and sbi technology. All have significantly beaten nifty index in last 10 years. You have taken data till 2021 whereas now it is 2023.

so should we select only less AUM fund?what to do with existing high AUM fund?and how much is high AUM?pls reply

Hi @Akhsat, when you say 'if we have decent capital to invest', how much money are you referring to? If you can give a range, it would be very helpful to understand what should be a good starting point.

@SD-kk1mj

Жыл бұрын

Min 1 lakh

Thanks very much for your efforts. Very informative content. We want more videos like this.

is FD better or T-bills for short term ?

As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

@jonathanburtnick

8 ай бұрын

Yes, a good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge

@naomigonzales9663

8 ай бұрын

How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?

@scottjuarez9549

8 ай бұрын

Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé

Sir what would be the best fund for long term investment for about 20 years..?

What are the alternatives to debt funds ? Fixed deposits is not a good option due to TDS. What if we already exhausted ppf limits?

How to time the entry in small and mid cap fund?

Mutual funds are making profits only on IPOs and they invest huge amount of money on those stocks and sell them within two days or within a week after listing to make good profits, that's the function of MFs and again they will wait for another good IPO issue. I too was making good money about 5 to 6 years ago by investing in MFs, then IPO issues have been almost stopped due to stagnation. Now the time is not right to invest in MFs as the market is volatile and not much of profit Orientated IPOs are not coming out.

One observation. When new retail ,i mean the millenials or even gen z have started investing or even trading , the govt somehow doesnt want us to earn😅. The Stt increased, indexation benefit withdrawn, capital gain increased, putting restrictions on funds like parag parikh who deal in foreign stocks also and list goes on...

Akshay - I have just become a member. Now how do I get information about the benefits, privileged videos etc

Not a single dislike that tells the no nonsense straight to the point explanation by Akshat ! Thanks for this .

@127Ishanarora

Жыл бұрын

Haha... KZread doesn't show dislikes dude.

Lovely. This is what I could reverse engineer after monitoring axis bluechip for last 3 years. The moment funds become mammoth, they get stagnant.

I'm sharing my experience. I have started my investments in mutual fund and direct stocks since 2021. And I'm holding good company which you can say consistent compounder but I'm unable to beat mutual fund. My mutual fund portfolio has performed much better. I don't which stocks to choose. For your reference, my stocks are Bajaj finance, aavas finance, Berger paint, relaxo, Prince pipe, dmart, SBI cards, Federal Bank, TCS, Happiest mind, Infosys.

@youtubetrend1574

Жыл бұрын

It's easy to say in videos. You have to give years to understand the market cycles and build psychology. Even if you want to beat the mutual funds then also you need to have a lot of interest in stock internet consistently over the years. I think only few(1-2%) investors can beat the market.

@akshat does your data tell that 92% actively managed small cap funds beat benchmark index in 5 year period???? Is it because 5 year return for small cap is not that great or is rotation easier in small cap??? Sorry asked this question mid way in video... Got answered by the end 😅

Definitely, I support this... Many Goans would.... U are giving away free smart advise to people here....

Couple of years back I had invested in a focused mutual fund(mostly large cap stocks) SIP, and I am sitting at a loss. Even though I have stopped my SIP some time back, I haven't withdrawn the amount. Should I let it be until it gives me good profit? or should I withdraw the amount at a loss and use it for swing trade to book profit?

@harshwardhan8771

Жыл бұрын

How long where u investing and which fund?

❤❤For people investing in US stock market 20% TCS will be collected from July 1st. Can you share some knowledge on TCS and if TCS can be claimed back , while filling returns? And other such information..

Which investment sip is best for long term...taxable return in mf or non taxable return in ulip?

When I buy ETF will it have charges like brokerage,stt dp charges etc ? As buying mutual funds will only have stt? Which is better ETF or mutual funds?

can you please introduce a discount coupon for your stock market course, especially for students.

Hmmm... I have been putting 40% of my money in Flexicap fund, 30% each in mid cap and small cap funds. Maybe I should change this later. Small Cap is risky even though it is giving 10% return in just 3 months. I think 40% investment each in flexi cap and large and mid cap fun and 20% in Small cap would be a more balanced investment portfolio.

What is the decent capital to put in the market???

How will kabra extrusion perform?

There is difference between nifty index and sunsex index. The basket of tasks are different. Nifty is more diversified compared to Sunsex

@MARKCRASTO

Жыл бұрын

Sunsex? 😂😂 br unpadh.

Hey Akshat, you recently invested under HDFC and DSP Small Cap Active Funds and their AUM is far greater than Quant Small Cap Active Fund, so I fail to understand why managing Quant by the fund manager is difficult compared to fund which has more AUM. I don't why but atleast I was hoping that you would be a Promoter of Quant Mutual Funds since most of their funds ranked #1 in their respective categories. I am invester in Quan Tax Plan and Quant Small Cap and have an average return of 18%, which is absolutely more that the other funds I have invested in.

@rmanuja

Жыл бұрын

Exactly my thoughts

@manaliahuja2369

8 ай бұрын

Just a question my FD is about to mature and i am thinking of investing in mutual funds due you think Quant is good fund to invest in?

Thanks a lot for enlightening in varieties of MF

Super idea.... If i do a mutual fund manager work then shall i resign and join ur company to track stocks.... And my company wont allow me to check portfolio then and there. and dont forget that Yes bank also was in Index

Can I start sip now?any disadvantages

How will i know when to stop my mutual fund investment in small cap

Akshat could you also run some discount in your course.

Akshat your videos tend to get too lengthy, pls try concise these 😊They are very informative also ❤

Very Informative video sir really loved your content

Concept of keeping money in large caps is for more security, not gaining crazy.

Will we have to pay 20% TCS for foreign investments like US stocks or is there 7lacs limit after June2023 i.e starting from July 23

Small cap mutual fund are best investment for long term 10+ years like Nippon, Axis, SBI, Quant small cap funds..,

@dmascare6486

Жыл бұрын

Absolutely correct. You just need an active SIP in the down market and you can get a return of more than 16% as well

Please share the returns of small and Midcap funds (cagr) over a 15 year period

what about inflation rate? will 9 crore will have same value in future as have today.

Thanks i do follow your videos but I have noticed a few hybrid funds generate >18% cagr over 5 -7 years

you should have at least 5M subs.... your content is worth many more... kudos to you!

Should I invest in fractional ownership of commercial property through Hbits

Please do videos on PMS

But Nippon India Small Cap Fund with AUM 36000 Crores have given 10 year CAGR of 31 %

What if you create a smallcase with Nifty 50 stocks directly?

I paid monthly subscription and joined. How do I use this?

Sir and im really very inspired by you

Just like you handpick stocks in Direct Equity Investment, even MF need to be handpicked with proper evaluation of Fund Manager & Fund Portfolio. Its possible to generate > 18% XIRR & I have done it since 2017