Nippon Small Cap vs SBI Small Cap Fund - Detailed Fund Review (with English subtitles)
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- čas přidán 29. 07. 2024
- Dive into the world of small-cap funds with our detailed comparison of Nippon Small Cap Fund and SBI Small Cap Fund! 🚀
Are you looking to explore the potential of small-cap investments? In this in-depth fund review video, we dissect and compare two prominent players in the small-cap category: Nippon Small Cap Fund and SBI Small Cap Fund. Whether you're a seasoned investor or just starting your investment journey, this review aims to equip you with the insights you need to make informed decisions.
🔍 What's covered in this video:
📈 Fund Performance Analysis: We break down the historical performance of both Nippon Small Cap Fund and SBI Small Cap Fund, analyzing key metrics such as returns, volatility, and risk-adjusted performance.
💼 Fund Manager Expertise: Learn about the experienced fund managers behind each fund, their investment strategies, and how they navigate the dynamic small-cap landscape.
🌐 Portfolio Composition: Discover the sectors and industries these funds are currently invested in, and get a glimpse of the specific stocks that make up their portfolios.
⚖️ Risk and Returns: Understand the potential risks associated with small-cap investments and how these funds manage risk while aiming for growth.
📊 Comparative Analysis: A side-by-side comparison of the funds' expense ratios, minimum investment requirements, and other relevant factors.
📆 Long-Term Outlook: Gain insights into how small-cap investments can fit into your long-term investment goals and what to consider before investing.
At the end of this video, you'll have a clearer understanding of the nuances between Nippon Small Cap Fund and SBI Small Cap Fund, helping you make an informed decision that aligns with your financial aspirations.
00:00 Introduction
00:50 Nippon Small Cap vs SBI Small Cap Fund
02:44 Nippon Small Cap vs SBI Small Cap Fund Fund Details
06:13 Nippon Small Cap vs SBI Small Cap Fund Asset Allocation
08:26 Nippon Small Cap vs SBI Small Cap Fund Top Stocks
09:03 Nippon India Small Cap Fund- Holding Trends
12:20 SBI Small Cap Fund - Holding Trends
13:30 Nippon Small Cap vs SBI Small Cap Fund Sector Allocation
14:02 Nippon Small Cap vs SBI Small Cap Fund Calendar Returns
17:11 Nippon Small Cap vs SBI Small Cap Fund Trailing Returns
18:08 Nippon Small Cap vs SBI Small Cap Fund Rolling Returns
19:46 Nippon India Small cap fund- Risk Ratios
20:40 SBI Small cap fund - Risk Ratios
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#smallcapfunds #nippon #sbi
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Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
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1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
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AI Generated Summary
1. *Introduction to Small-Cap Funds* (00:00)
- Overview of small-cap stocks as defined by SEBI and the focus on Nippon Small Cap and SBI Small Cap funds.
- Explanation of the current investment restrictions in these funds and their asset under management details.
2. *Fund Details and Manager Expertise* (00:50)
- Comparison of the Nippon Small Cap and SBI Small Cap funds in terms of investment, returns, and expense ratios.
- Emphasis on the importance of fund managers, highlighting the expertise of Sameer Rachh and Srinivasan.
3. *Investment Restrictions and Model Portfolio* (02:44)
- Discussion on the restrictions of lumpsum investments in both funds and the allowance of SIP investments.
- Historical context of the funds' performance and changes in their investment strategies.
4. *Asset Allocation and Stock Investments* (06:13)
- Analysis of the allocation in small cap, mid cap, and large cap stocks by both funds.
- Specific stocks invested in by Nippon Small Cap and SBI Small Cap and the changes in fund management.
5. *Holding Trends and Sector Allocation* (08:26)
- Examination of the holding trends in small cap stocks and the importance of long-term investing.
- Comparison of the portfolio turnover ratio and diversification strategies of both funds.
6. *Performance Analysis: Calendar and Trailing Returns* (09:03)
- Analysis of the calendar returns of both funds, highlighting periods of underperformance and outperformance.
- Discussion on the trailing returns and the importance of considering rolling returns for long-term analysis.
7. *Risk Ratios and Investment Strategies* (12:20)
- Comparison of the risk ratios of both funds, including beta and standard deviation.
- Insights into the consistent investment strategies and sector focuses of Nippon and SBI Small Cap funds.
8. *Long-Term Outlook and Recommendations* (13:30)
- Discussion on the long-term performance and volatility of small-cap funds.
- Recommendations on investment approaches, emphasizing SIP over lump sum investments.
9. *Conclusion: Fund Comparison and Future Prospects* (17:11)
- Final thoughts on the comparison between Nippon Small Cap and SBI Small Cap funds.
- Encouragement for viewers to provide feedback and explore further fund comparisons.
Great compare...we'll done. My humble opinion is that Nippon has 179 stocks because they also have more than twice the corpus & small cap is not easy pickings if you are looking for newer pastures (for delta) therefore diversity is almost inevitable. It's also more risky but I like it personally.
I've watched numerous videos on MF comparison and analysis. But your data and detailed analysis is always better than that of any other analyst. Keep it up. Do such more detailed comparison on Mid & Small cap funds 😊
Such a comprehensive analysis as always.. i was worried about increasing AUM .. you clarified it. Thanks sir 😊
This detailed and informative analysis shows clearly that CONSISTENCY is the key. Best funds come and go. But Funds which consistently follow their strategy and keep working behind the scenes finally perform better. Its not about the best fund, its about the fund which gives good returns most of the time. Thank you for a very necessary analysis. And btw, I am happy to say that I invest in both these funds, SIPs ofcourse, since a long time.
I'm Good with SBI
It's an Bharatiya Companies
And give Good return
Sir, so detailed information. It is my first view of video. Keep it up
I would personally prefer SBI small cap over Nippon small cap because I don' want to diversify my risk and in the long term, SBI seems better than Nippon.
Thanks Gaurav Jain Ji.
Video khatm ho gya pta v nhi chala 😊, thank you sir ❤
Thank you Gaurav Sir very nice explanation
Great analysis, however DSP Small cap Fund should have been included in the comparison which is a Model portfolio fund.
Love the detailed comparison Investyadnya team does in analysing mutual funds on factors beyond performance. Can you please do a video on Edelweiss Recently Listed IPO Fund?
Need of the hour type review so so relevant for now..great details analysis as always
My choice is still SBI Small 🧢 despite current underperformance ❤
Great comparision Sir!
Always like your presentation 👍
Intersresting comparison
Thanks
Very nice analysis, in simple language & easy to understand
Plz compare Kotak small cap vs Dsp small cap and nippon india small cap. And can you suggest which is better for long term (above 10 yrs) midcap 150 index vs active small cap funds. Wil be eagerly waiting for your reply sir
Fantastic comparison
Very informative..thank you
Nippon is best ❤❤❤
Diversifying can also be by different style of investment of the fund managers split your sip equally
Great knowledgeable video. Please give some idea about Quant MF's small , midcap etc. Thanks
Thank you sir
Whether you analyze my portfolio if so what is the formalities & what is tou charges for the same?
Thank you gaurav sir
Well Narrated 👌👌
Want more videos like this
Good analysis. Pls do SBI smallcap vs Quant Smallcap vs Tata smallcap
Doing SIP in Nippon India Small cap since 2018 😊
Return kitna aa raha
@@uppclrec XIRR - 41.5%
Bro is it safe to invest in Nippon right now?
Any suggestions bro
Hii sir . Mujhe kuch jankari nhi hai isme or m invest karna chahta hu dono me se kisme batter rahega 10 year ke liye
Thanks for review. Please review SBI flexi cap also
Very informative review of 2 funds
Very good information.... thanks
Excellent
Thanks 🎇
If compared with Quant small cap fund, which is best?
Very detailed so much thanks
Sir, Please do analysis on Parag parikh flexi cap, icici value discovery fund, Sbi contra fund and tata digital fund .thank you
Both are best funds for long term. Please invest in it.
Please make a analysis and future aspects of foreign investment funds like Parag parekh nasdaq fund.
As they are hitting their maximum cap.
Please also compare quant small cap fund with these funds.
Sir mein central government employee hoon aur mera NPS ka paisa Sbi pension fund, Uti pension fund and Lic pension fund ye three fund me jata hai, mein Lic pension fund ko Hdfc mid cap ke saath switch karne ka soch raha hoon. Aapka issme kya suggestion rahega?
pl compare top 5 small cap funds ,it will be better to have each sector top five ranking mutual funds on the basis of returns
Hi sir, December 2023, is this right time to enter or invest in Nippon india small cap fund direct plan ?
Sir axis sbi aur Nippon in tino me sabse accha konsa hai ispar detail me video bnyie n sir
Thank u so much💐
Beautiful video. Please make one video on DSP small cap fund
Review of Quant and Axis small cap funds along with PGIM midcap.
Sir, pls review SBI Focused with other 2 of same category.
Hello sir, I really liked your detailed analysis. Could you please also make a video on Quant small cap fund? It has caused a havoc in small-cap space :)
Sir for 6 years horizon is it good to invest?
Perfect and true analysis.
Can you please make comparison a video on best equity savings schemes.
I dnt knw nothing about aum since people stil investin inparag parikh and nippon small cap and i m finding the allocation and stocks worth gd but dont knw how they wil generate returns since people crippling size of aum is big and now no return is being generated as it used to be
Lots of thanks sir
Sir to axis small cap fund sahi hai ya nahi?
Please compare elss funds mirae asset and axis long term
Kindly review axis long term equity fund (elsss)
It was a very good analysis though additional Quant Smslll cap should be added for the comparison
Both fund, High AUM, Not generate better returm for long term
Please compare axis small cap and HDFC small cap
Axis large cap fund ? Why it falling..will I exit?
Sir Please review these 3 funds
HSBC (L&T) Emerging Fund
Mirae Asset Emerging Bluechip
PPFAS flexi cap
Sir so many people earn samall amount from small cap but they deduct 1% charge within 1year and 15 % tax 10%tax
Etc etc.
As they having no other source of income?
Please make video on axis elss fund n mid cap fund as both lagging , m investing since 4 years
Hoping to get reassured that the SBI Small Cap Fund I have investing via SIP since last year is a good choice... 🤭
Best three consistent midcap mutual fund
I want to see Axis mid cap fund analysis.
Others have also requested, please review Quant and Kotak small cap fund...
chhodo sab....dono mein kardo SIP invest aur average dono ki nikaloge to overall zayda he milega 15 saal mein....zyada lalach na kark overall 12-15 percent expect karo aur consistent SIP invest karo aur har saal top up karo....in long run it will give benefits no doubt
Your views on Tata small cap fund performance, Thanks
sir please make a video on Kottak emerging equity fund and DSP small cap fund
Please also make video on Axis Small Cap
Yes please
Hold karo chhaper phad ke return dega
Yes please
Axis AMC funds are giving relatively lower returns compared to other AMCs in same sector..
Yes please
What if we distribute 500 rs or 1000 rs each in both funds
Sir index fund pe video banaeye sip app se Karte time kya defana chiye
Canara robeco emerging equity fund Large and Midcap category
Please analyse kotak small cap fund vs axis small cap fund
Canara robeco smallcap analysis kijiye. Nippon and SBI big aum now. Need small aum size smallcap fund.
Please review PGIM mid cap opportunity fund
Please review HDFC small cap fund and axis small cap fund
Can you please review Tata small cap and canara rob small cap
Sbi small cap fund direct sip 2,000
Video on Quant small cap fund please..
Kotak pioneer fund pe sir ek video.
Trading with Michael becomes so easy
Please give information about HDFC small cap fund
Plz make video on canara robeco small cap...
Please do analysis of DSP Small cap fund
Please talk about Axis small Cap fund.
please make a video on tata small cap
Tata small cap ka kya status hai
Mirae asset midcap vs axis midcap which one has better investment style and style and good for long term
Mirae asset is better then axis midcap
Quant small cap fund ke baare mei video banaye sir ji
Best mutual fund of SBI???
Quant small cap vs nippo small cap fund ka video banvo😊
What is model portfolio how to get to know that
What about Quant small cap fund
Sbi Small cap portfolio is smart although it shows 42 stocks one of them is nifty 50 ETF so actually 50+41= 91 stocks 😂
Kuch stock common bhi toh honge
But, etf can't be considered as huge number because of lower allocation.
Pls make a video on axis small cap fund sir