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

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Күн бұрын

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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

Пікірлер: 255

@shankarnath 2 ай бұрын

Dear all - there is a big mistake in the latest video on Nifty Non-Cyclical Index Please read this post .. kzfaq.infoUgkxMrQl1_LinHTDxFpSGcanePvisciBQPQW And then read the solution on this post .. kzfaq.infoUgkx2mDyYiaq2yxEO5iLcwIshi99sythZHhg Apologies for any inconvenience caused .

@santoshsebastien3689 2 ай бұрын

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

@shankarnath 2 ай бұрын

Thank you!

@malluinvestor229 2 ай бұрын

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

@xavierdsouza4809 2 ай бұрын

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

@shankarnath 2 ай бұрын

I appreciate that! 🙌 Thank you!

@venkateswararaodevisetti8684 2 ай бұрын

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

@shankarnath 2 ай бұрын

So nice of you. I'm glad you like my work! 🙌

@ajayverma1155 2 ай бұрын

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

@shankarnath 2 ай бұрын

Thank you very much

@hopeaasha7260 2 ай бұрын

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

@shankarnath 2 ай бұрын

Most welcome. I'm glad you like my work! 🙌

@ramasisir 2 ай бұрын

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

@shankarnath 2 ай бұрын

Most welcome. Thank you very much.

@endangeredpotato 2 ай бұрын

I loved the football references ❤❤😊😊

@shankarnath 2 ай бұрын

Great to know! ⚽

@uraval8118 18 күн бұрын

Correct, defence wins a team trophies (always).

@sunil.shegaonkar1 2 ай бұрын

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

@shankarnath 2 ай бұрын

Glad you like my work & studies. Thanks!

@Homeland661 2 ай бұрын

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 👍

@shankarnath 2 ай бұрын

Thank you so much Prakruthi ji. I'm happy you like my videos & its helping you in your financial journey 🙌

@AnirMan 2 ай бұрын

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

@user-ms7sk6xp4y 2 ай бұрын

Great , well researched 😊.

@shankarnath 2 ай бұрын

Thanks a lot!

@preethigangavathi1334 2 ай бұрын

Thank you so much

@shankarnath 2 ай бұрын

You're most welcome

@debusukla 2 ай бұрын

excellent analysis , delivered without gimmickry

@shankarnath 2 ай бұрын

Thank you very much!

@vineetb4996 2 ай бұрын

Another great video 👌. Thank you !

@shankarnath 2 ай бұрын

My pleasure! Glad you liked it 🙌

@rameshsubramanian4779 2 ай бұрын

As usual Amazing video mate. ❤

@shankarnath 2 ай бұрын

Thanks!

@sanayasmin__ Ай бұрын

We all needs to appreciate it!

@SRavichandranIndia 2 ай бұрын

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

@shankarnath 2 ай бұрын

My pleasure!

@senthilkumarg.s3288 Ай бұрын

Excellent presentation Shankar ji… Thanks for sharing

@shankarnath Ай бұрын

Most welcome. Glad you liked it

@devenderdasvaliyaparambath2373 2 ай бұрын

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

@shankarnath 2 ай бұрын

Thank you for the encouragement

@harsharao3555 2 ай бұрын

Shankar ji, nice video, loved it. I really feel you produce lots of very informative videos. Thank you Shankar ji.

@shankarnath 2 ай бұрын

So nice of you. It's my pleasure & I'm glad you like my work!

@harshitsinha5255 2 ай бұрын

Hi Shankar . The research is very thorough as always , which requires huge amount of energy and time . Thankyou for your efforts .

@shankarnath 2 ай бұрын

Thank you so much Harshit. I'm happy you like my work. Yes, every video is about 40 hours of work (research, script, record, edit and post release)

@Wasimkhan-kt3ru Ай бұрын

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

@payalsingh-xe4vz Ай бұрын

I really appreciate it

@vijetarvindpatil7579 2 ай бұрын

Always good content... Thank you sir

@shankarnath 2 ай бұрын

So nice of you. My pleasure!

@ankitmehrotra29 2 ай бұрын

Amazing content and presentation skills

@shankarnath 2 ай бұрын

Much appreciated!

@MetroBoys-zx5ic 2 ай бұрын

Loved ur football references, would like to see more💙

@shankarnath 2 ай бұрын

Great to hear!

@tusharsharma5080 Ай бұрын

It seems to be really helpful

@mahimakhandal9797 Ай бұрын

Mutual fund ki learning ke liye best video hai

@pavanchennam4905 2 ай бұрын

Amazing inputs as always sir 🎉

@shankarnath 2 ай бұрын

Glad you like them!

@dheerajkukal8475 2 ай бұрын

This fella is awesome. 😊 #WithDueRespect to Shankar sir .😊

@shankarnath 2 ай бұрын

Thank you very much

@chintan2025 2 ай бұрын

Great

@subodhadavadkar7158 2 ай бұрын

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

@shankarnath 2 ай бұрын

Pls try splitting it and check the results for yourself. The data can be used from the worksheet itself

@jatinsharma4890 Ай бұрын

Consider the investment objective and strategy of the fund.

@kumargaurav7907 Ай бұрын

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

@shankarnath Ай бұрын

Most welcome. Pls use niftyindices.com .. URL: niftyindices.com/reports/historical-data

@poonamdubey6097 2 ай бұрын

Really good analysis 👍

@shankarnath 2 ай бұрын

Glad you liked it 🙌

@Lily-qs1kt Ай бұрын

Review the fund's prospectus for detailed information

@devsharma4822 Ай бұрын

Keep an eye on the expense ratios of the funds you choose.

@shaikamann 2 ай бұрын

top video as always

@shankarnath 2 ай бұрын

Thanks again!

@ratna3872 Ай бұрын

Consider funds that have a strong focus on socially responsible investing.

@FireNFights 2 ай бұрын

Great education..

@shankarnath 2 ай бұрын

Thank you!

@arunkiwi 2 ай бұрын

Amazing video again! As an investor with long term view, if I want to keep investing in HDFC/ Groww scheme through SIP, would it be a good approach? Tactical lumpsum investments can be made during the years the non-cyclical index is not performing well.

@shankarnath 2 ай бұрын

Most welcome. The SIP performance of the NCCI is not very different from the lumpsum performance. To verify, please do extract the necessary data from niftyindices.com/reports/historical-data and review.

@satheshkumar5870 2 ай бұрын

Excellent information video 📸

@shankarnath 2 ай бұрын

Glad you liked it. Thanks 🙌

@akshara8253 Ай бұрын

Consider funds that have a strong focus on sustainable energy and green technology.

@NonaAli-su4hz Ай бұрын

Look for funds that have a low standard deviation to minimize volatility.

@sidhusingh9518 Ай бұрын

Consider the fund's dividend yield, if applicable.

@shama8254 Ай бұрын

Look for funds that have a low expense ratio and high assets under management.

@Fun_Bilu Ай бұрын

Consider funds that have a strong focus on international markets.

@pujari3874 Ай бұрын

Look for funds that have a low tracking error to closely match their benchmark.

@user-lr7du9cy4m 2 ай бұрын

As always a Gem!

@shankarnath 2 ай бұрын

Thanks!

@saurabhvarshney1 2 ай бұрын

Hi Shankar, the concept looks very interesting.. thanks for sharing... Can you please help with the symbol to be used on Kite or Tradingview to look at the past returns of this Index? As the HDFC mutual fund for this index is fairly new, tracking that for historical results is not possible

@shankarnath 2 ай бұрын

Thanks. I extract index values from niftyindices.com .. pls try that

@biswajyoti. 2 ай бұрын

Great one sir

@shankarnath 2 ай бұрын

Thank you!

@ehsankhan7632 Ай бұрын

Consider the historical performance of the non-cyclical consumer sector.

@tahirhusain4090 2 ай бұрын

Thank you sir

@shankarnath 2 ай бұрын

Most welcome!

@subhakarm8259 2 ай бұрын

Amazing content..

@shankarnath 2 ай бұрын

Thank you 🙌

@shaktiman4814 Ай бұрын

Consider funds that have a strong focus on consumer goods and services.

@GudduAli-nd9yd Ай бұрын

Look for funds that have a low expense ratio relative to their performance.

@apurvak4689 Ай бұрын

Don't forget to review the fund's past performance and track record.

@RohanGarg-fc8tm Ай бұрын

Consider funds that have a strong focus on environmental, social, and governance factors.

@rohangarg6829 2 ай бұрын

Sir your content is top notch, i have been following many yt channels related to investing but yours one is just beast, Thanks you sir for building such great content❤

@shankarnath 2 ай бұрын

So nice of you. You are most welcome, Rohan 🙌

@kamna2982 Ай бұрын

Evaluate the fund's historical performance in relation to its category average

@praveenj3618 2 ай бұрын

Great to know that you are a Chelsea fan😊

@shankarnath 2 ай бұрын

Cheers 🙌

@nikhileshpuvvada1663 2 ай бұрын

Excellent 😃

@shankarnath 2 ай бұрын

Thanks!

@Karthik-ek8ju Ай бұрын

Look for companies with a track record of consistent revenue growth and profitability.

@deepulal4121 Ай бұрын

Evaluate the fund's historical performance during periods of economic expansion.

@Arjun-ov6xo Ай бұрын

Consider the fund's historical returns during market downturns.

@saurabhprasad16 2 ай бұрын

Sir i watched your videos it is more informative and in depth knowledge than usual finance influencers and you provide genuine knowledge with data . A little suggestion sir that if you would make videos in hindi larger audiemce will watch you .

@shankarnath 2 ай бұрын

Thank you Saurabh, I am glad you liked my work. With re: the language of delivery, I chose English because of the chances of success it offered. Look at it this way -- for every 1 Indian channel in English, there are 10 Hindi channels. So Hindi is more competitive. Secondly, the top two channels in finance segment are Rachana Ranada and Pranjal Kamra. Rachana is an English channel which told me that there are enough people watching a top English channel as there are with a top Hindi channel. Today you have come on my channel because my decision to back English worked for me. It's possible that had I chosen Hindi, the channel might not have succeeded. Decision making is not as easy as it seems .. one has to look at multiple angles esp. when someone does this fulltime. If I start a Hindi channel in the future, that will also be a clearly thought out path.

@komalk2133 Ай бұрын

Evaluate the fund's historical performance compared to its category peers.

@thamizhtechno 2 ай бұрын

Thanks for the video. I learnt about value and momentum investing by watching your video. Now NCCI is another new thing to invest in. Thank you so much for bringing quality content.

@shankarnath 2 ай бұрын

Boom! Glad you are finding my work useful. I tend to come across these concept while researching & then by mixing & matching with what we already know, some interesting setups come up. Thanks for supporting me!

@lalade3443 2 күн бұрын

Excellenza❤❤❤❤❤

@shankarnath 2 күн бұрын

Thanks!

@afaakaly1507 Ай бұрын

Consider the fund's management team and their experience.

@MehulRajput-qm5do Ай бұрын

Evaluate the fund's risk profile and compare it to your risk tolerance

@MonishK-gm6bx Ай бұрын

Evaluate the fund's historical performance during periods of market growth.

@SiddharthNahataJain 2 ай бұрын

Commenting here, because of Chelsea❤️

@Arifali-ub9of Ай бұрын

Check the fund's holdings to ensure they align with your investment goals.

@sofikhan3900 Ай бұрын

Look for funds with low turnover rates to minimize transaction costs.

@hanumantrao3352 2 ай бұрын

You always rocks sir//hanu

@shankarnath 2 ай бұрын

Thank you!

@elitepunch1498 2 ай бұрын

Interesting content as always Shankar! It would be even more interesting to back test this approach using a long recession period like maybe, the great recession of US data to see how it performs during relatively longer Bear Markets, any thoughts?

@shankarnath 2 ай бұрын

Thanks for the suggestion

@elitepunch1498 2 ай бұрын

@@shankarnath Thanks to you for bringing such valuable content 🤝

@shankarnath 2 ай бұрын

@@elitepunch1498 Most welcome!

@anushka5303 Ай бұрын

Look for funds that have a low minimum investment requirement.

@user-bb7kz7tq6q Ай бұрын

we all should take benefits of it

@user-gk6oz8xd9o 2 ай бұрын

Hi Mr. Shankar. You posted a video in hospital sector. Could you do a follow up to discuss the outlook on this sector following the recent CGHS rates issue raised by the Supreme Court. Thanks in advance.

@shankarnath 2 ай бұрын

Thanks for the suggestion

@parthagupta5322 2 ай бұрын

Great! Can we have a video on Manufacturing theme Sir?

@shankarnath 2 ай бұрын

Thanks for the suggestion

@kashish5726 Ай бұрын

Evaluate the fund's risk-adjusted returns to assess its performance.

@onkar1108 2 ай бұрын

I think you can easily start a Smallcase of your own

@shankarnath 2 ай бұрын

I plan to but only after I have the necessary infrastructure & licenses. Thx for the vote of confidence

@sanyogitasharma3855 Ай бұрын

Look for funds that have a low beta and high alpha.

@AshwinPai-vp2tl 2 ай бұрын

Hi Shankar, Would it make sense to have an equal allocation in both the NIFTY50 and NCC ? Rather than switching between the 2?

@shankarnath 2 ай бұрын

Hello Ashwin ji, I haven't tried that simulation but you can try it out. The required data is available in the worksheet itself and a little Excel will offer the output. Pls share the results in the comments here for the benefit of all, thx

@AshwinPai-vp2tl Ай бұрын

@@shankarnath Sure Shankarji, thank you

@vivekbansal5946 Ай бұрын

Here everyone is talking about this

@phani5000 2 ай бұрын

Sir, I attempted to compute the NCCI PRI returns for calendar years. However, I'm having difficulty reconciling the numbers in the Excel file you provided. For instance, the index value on January 2nd, 2023, is 10,514.36, and on January 1st, 2024, it's 13,635.31, indicating a return of 29.68%.But it was 7.8% as per your workings. Could you kindly share the source of the NCCI index returns?

@shankarnath 2 ай бұрын

I used niftyindices.com. Also, please read the pinned comment

@utkarsh_yash 2 ай бұрын

Hi Shankar, Nicely presented. Can a SIP approach in NCCI investment makes sense. Do share your thoughts

@shankarnath 2 ай бұрын

Thank you. Sorry, I haven't analysed the difference between SIP investment & lumpsum investment for NCCI so don't have view on it.

@utkarsh_yash 2 ай бұрын

@shankarnath I see, thanks for the clarification. If possible include this aspect in future videos.

@alokverma1792 2 ай бұрын

I had seen your post/video on SWSOLAR but I am unable to find it now. I am not very sure now. Could you please share the link of the post/video, if it exists? Thanks!

@shankarnath 2 ай бұрын

I've never made a video on SWSolar

@alokverma1792 2 ай бұрын

@@shankarnath Oh! Thanks for your prompt response. I must have read it anywhere else, as a turnaround story. I was desperately searching it in all your posts/videos. 🙂

@shankarnath 2 ай бұрын

:) .. I haven't really featured any specific stock on my channel

@ManojTaliparamba 2 ай бұрын

Good information. However is there really an index called 'Nifty Non-Cyclincal Consumer Index'? I can't find it in NSE Website or in any other websites though there is an HDFC mututal fund with the theme. Can you please help on this?

@shankarnath 2 ай бұрын

Pls click on www.niftyindices.com/indices/equity/thematic-indices/nifty-non-cyclical-consumer

@ManojTaliparamba 2 ай бұрын

@@shankarnathThank you

@airtechniko 2 ай бұрын

Was there any ETF for NCCI Index or any Index fund for NCCI since 2014? how can a person buy in the present date

@shankarnath 2 ай бұрын

1. I couldn't find any ETF 2. As informed in the video, Groww is coming up with an NFO on this soon. Pls do a Google search for specifics

@hakim5939 Ай бұрын

This fund is definitely going in my portfolio but I have question, should we wait for Groww's NCCI or invest in HDFC considering that HDFC funds perform way better than Gorww funds?

@shankarnath Ай бұрын

FYI here. Groww MF's NCCI offering is an index fund while HDFC MF's NCCI offering is an active fund. Big difference!

@hakim5939 Ай бұрын

@@shankarnath Oh thanks for heads up I didn't noticed it didn't had Index in name of HDFC's fund 🤦‍♂️

@user-vj8cg3cz6c Ай бұрын

Consider funds that have a strong focus on blue-chip stocks for stability

@Sonusharma-nm2nv Ай бұрын

Keep an eye on the fund's volatility and how it aligns with your goals.

@FifthArima 2 ай бұрын

since you mentioned tickertape. Mr.Shankar nath can you help us understand , how does the indicator in tickertape work? Any particular query or formula to list all the stocks based on query. The indicators are quite helpful, but not sure how to filter all stocks under the category. For eg, not over bought , overpriced .

@shankarnath 2 ай бұрын

I am very sorry, I don't use tickertape much so I'm not well-versed with the query builder there. I'm more of a screener.in user

@FifthArima 2 ай бұрын

Ok, but can you provide equivalent screener query that is a near or close resultant of the Tickertape indicator . I mean it helps in decoding on what technicals it works and will help the common people in understand. We will bookmark the query and refer it over the time. Just a kind request . BTW thanks for responding since youtubers are too busy to respond.

@shankarnath 2 ай бұрын

@@FifthArima I'll try but request your patience as I'll have to learn a completely new platform here I've been a creator and a viewer .. so I know the phrase "too buzy to respond" is not warranted. Come to think of it, it's the viewer/commenter who is being extremely selfish. Why, you might ask? The creator GAVE a piece of content (selfless) while the commenter is ASKING for more (selfish). Can you see what I'm coming at? It's easy to draw inferences based on little knowledge or skewed expectation but the moment one actively participates in the other side -- viewpoints start changing Sharing from my schedule. Everyday I receive over 20 suggestions a day, 8 critical evaluation (also called by the sender as "feedback"), 2 abusive messages and 5 "review my portfolio" emails. Potentially I am looking at 35 people who are at the cusp of saying "this guy is too buzy to respond" or similar (more aggressive) phrases Why am I saying all this? It's because the best of creators & viewers are a hopeful lot. Like I'm hopeful that I'll come across someone who is not in ASK-mode but can share something nice & useful (maybe a story from his life, a connection, a book etc.). I'm happy to say there are 14-15 individuals who started off as viewers and now I enjoy connecting with them. A few of them have become a sounding board for ideas, we meet over coffee & pleasantly, we don't talk investing much. The goal of these discussions is almost always on how one can lead a better, a more purposeful life. Long message .. oops! If you have reached till here, then well done! If not, then also well done! :)

@FifthArima 2 ай бұрын

@@shankarnath I can be very patient :) even wait for months because I see the benefit and I know I’m asking the right person(Rajnikanth of equity analysis ). Don’t mistake sir, I wasn’t being aggressive when I mentioned youtuber are busy to respond . I understand it’s tough to plan , shoot , make videos , following up,etc . I was thankful that you took time to respond . I’ve been following you , since ET money videos of yours . You are such a buddy to the investor community giving such valuable insights . I repeat I can be patient for the content .

@thedefender2191 2 ай бұрын

Hdfc non cyclical consumer fund.is it index fund or thematic fund or consumption fund.shankar nath ji can you elaborate

@shankarnath 2 ай бұрын

Hello, it seems to be an actively managed fund although it is strange that the scheme name matched the index name. You might want to recheck my view & find more specifics here: www.hdfcfund.com/digitalfactsheets/2024-january/innerpages/Non-Cyclical%20Consumer%20Fund.html and files.hdfcfund.com/s3fs-public/Others/2023-06/NFO%20Presentation%20-%20HDFC%20Non-Cyclical%20Consumer%20Fund_0.pdf

@thedefender2191 2 ай бұрын

@@shankarnath thank you 🙏