I have just discovered this channel and watching some of this videos as a beginner investor, i can say this is a seriously underrated channel.
@shankarnath3 ай бұрын
Thank you!
@ojaswinimalukar3 ай бұрын
This topic was a long awaited video from you.,.Thanks
@shankarnath3 ай бұрын
Thx for your patience
@vinayreddy641724 күн бұрын
just saw this video by pure chance, Shankar i must compliment the clarity, simplicity and logical approach towards making this video. great going, i am a subscriber to your channel now. hope to see such content in future also.
@shankarnath24 күн бұрын
Welcome aboard!
@prathyushap60423 ай бұрын
Thanks very much nath sir.. Very much awaiting for this video that too mainly from you.. Recently very much obsessed with your videos that too in the extent I'm searching for everything I came across (reg investment related topics) from your channel to get your views on that particular subject.. Thank you sir.. Please do a video for beginners in investment too..
@shankarnath3 ай бұрын
Most welcome and thanks for the suggestion
@ramasisir3 ай бұрын
Again Great Work Sir!! Really Liked this insights, especially on Inflow and Outflow impact on ETF vs index funds part. I will think about adding ETFs as a part of my portfolio. I wish you to have more subscribers. 🙏🙏🙏
@shankarnath3 ай бұрын
Thank you for your kind appreciation. Glad the video was helpful!
@maheshmoharir93143 ай бұрын
Thank you for long awaited video from you.
@shankarnath3 ай бұрын
Thank you for your patience
@vishalgautam-ky2oo3 ай бұрын
Sir thank you so much . Give better understanding about ETF
@shankarnath3 ай бұрын
Most welcome
@swamidasdalvi48453 ай бұрын
Your videos are amazing. You might want to put out a video on the making of ur videos as your narration and content is off the charts. 👍👍 Didn't really get the explanation behind impact cost and why inflow/outflow does not impact ETFs. Goes to basics of how an ETF operates vs an index fund I guess which I'm a bit short on.
@shankarnath3 ай бұрын
Thanks for the suggestion & feedback
@pardeepkansal75503 ай бұрын
Very informative as always...thourogh study on topic and command on subject 👏
@shankarnath3 ай бұрын
Thank you. Glad you liked it
@prasadpasala13403 ай бұрын
As usual, lucid and excellent explanation of complex stock market topics, by Sri sankarnath.
@shankarnath3 ай бұрын
Thank you
@sohan19763 ай бұрын
The most important advantage is as you mentioned the NAV of MF is beyond our control and doesn’t feels right any time you invest in it. ETFs are far better with less expense ratios and no lockin periods. Hope the Fund houses will introduce more ETFs than MFs in future.
@sanyamnagpal47483 ай бұрын
Sir your English speaking skills and vocabulary are mind blowing, please suggest some tips on that too. I was more focused on the way you are speaking.
@shankarnath3 ай бұрын
Hello, it all comes down to practice. The more one writes, the better he/she gets at it. The same applies to speaking.
@prashanthbelur1693 ай бұрын
Dear Shankar, As always the content is top notch and very informative. Keep creating such content to create Financial Awareness.
@shankarnath3 ай бұрын
Thank you so much Prashant for the encouragement
@nikhilpachauri57613 ай бұрын
Quite a good video,, thanks for sharing this,
@shankarnath3 ай бұрын
My pleasure. Glad you enjoyed it
@aks07653 ай бұрын
You are simply great. Very very honest opinion
@shankarnath3 ай бұрын
Thank you very much! 🙌
@aceani3 ай бұрын
Epic! Well explained again Shankar.
@shankarnath3 ай бұрын
Thanks
@naveenkumarsharma27163 ай бұрын
Very informative presentation on ETF . Thanks Mr Shankar 🌸🌸
@shankarnath3 ай бұрын
So nice of you. You're most welcome
@yoursram3 ай бұрын
Kudos to your efforts. Thanks for sharing the knowledge. Keep it up :)
@shankarnath3 ай бұрын
My pleasure
@thedefender21913 ай бұрын
Can you please elaborate on balanced etf.i have not seen till date
@nilmashah120915 күн бұрын
Shankar, thank you so much of information in very simple way.
@shankarnath15 күн бұрын
You're most welcome. glad you liked it
@ravijag733 ай бұрын
Shankar excellent info. Sharing with my team👍
@shankarnath3 ай бұрын
Thanks for sharing
@manishssawant3 ай бұрын
Much much needed video...... thanks #shankarnath ❤
@shankarnath3 ай бұрын
Most welcome!
@JatinV13 ай бұрын
What an amazing, comprehensive video 💯💯🙌🙏
@shankarnath2 ай бұрын
Glad it was helpful!
@ravichandar54263 ай бұрын
Thanks so much for this video
@shankarnath3 ай бұрын
You are so welcome!
@duraisamya30683 ай бұрын
Very useful information about investment in MFs and I have invested in Mirae Assets Nifty small cap 250MQ100 MF, after seeing your earlier Video, Thanks
@shankarnath3 ай бұрын
Most welcome!
@pranavraval33523 ай бұрын
Thank you Shankar, just recently i shifted my bias from ETF and started investing in similarly priced or even lower cost index fund (considering ETF price fluctuations vs actual NAV and also the other charges like STT, stamp duty, etc) Maybe in a next video it would be very nice to see how the returns of ETF compare with index fund over a long period given that ETF price (at time of purchase) during market hours may be different than the actual NAV of the ETF, whereas in case of index fund there are no such discrepancies.
@shankarnath3 ай бұрын
Thanks for the suggestion
@janmejaymohanty94543 ай бұрын
Pranav Impact cost is the hidden cost as rightly said by Sankar sir which differentiates etf from index funds, inflow and outflow impact also takes toll on unit price in index funds which is not in case of etf. Moreover,NAV is wrong term you used in case of etf unlike index funds.
@pkprprempavankumar87493 ай бұрын
Wow.. Finally u made weaKend a weeKend... Thanks ji for brining another wonderful video. Ji, is there a way to track quantum of exposure mutual funds have to a particular share? Thanks in advance for your help :-)
@shankarnath3 ай бұрын
Most welcome. I don't remember specifically which platform, but I've seen 2-3 platforms offer mutual fund exposure to specific shares. Pls check out a few of them.
@ananyaOm2 ай бұрын
New to your channel. Binge watching your videos this weekend but I wish I had watched this video on ETF before 4th June! 😅
@shankarnath2 ай бұрын
Welcome aboard! Here's to exploiting more 4th June-like events!
@shanthanalur47143 ай бұрын
Very informative, thank you. Is it possible to show us the different well performing ETFs performance over time and also what stocks are held in those ETFs, thanks
@shankarnath3 ай бұрын
Thx for the suggestion. You can extract the list of top ETF performers from a platform like moneycontrol.com and check the constituents there.
@durgacharanrath94983 ай бұрын
Thank You.
@shankarnath3 ай бұрын
Welcome!
@satheshkumar58703 ай бұрын
Good & Clear Explanation 📸
@shankarnath3 ай бұрын
Thank you 🙂
@MrBharathirajesh3 ай бұрын
Excellent presentation Very genuine effort
@shankarnath3 ай бұрын
So nice of you. Thank you!
@VJeducation9993 ай бұрын
Very knowledgeable!
@shankarnath3 ай бұрын
Glad it was helpful!
@user-lr7du9cy4m3 ай бұрын
Thanks a lot!
@shankarnath3 ай бұрын
Welcome!
@rodge_interio3 ай бұрын
Shankarji, your video insights are very useful. Can you make video on how to select mutual funds or ETF and also list a few with comparison on tax savings with indexation benefit. as we know investment not more than 65% equity and 35% debt get indexation benefit. but this are funds and etf are hard to find.😅
@shankarnath3 ай бұрын
Thanks for the suggestion. You can try valueresearchonline.com to find balanced ETFs.
@ajithnair32253 ай бұрын
Excellent one....
@shankarnath3 ай бұрын
Glad you liked it
@surjannegi4483 ай бұрын
Mr shankar, grt vdo as always.hats off to u. Can u pl make an elabotate vdo on investing in US stocks/etfs..
@shankarnath3 ай бұрын
Thanks for the suggestion
@bluestone0193 ай бұрын
Thank for the nice video.
@shankarnath3 ай бұрын
Thanks for watching!
@joshiprabhu3 ай бұрын
Do we have to pay STT on index funds also? Please clarify.
@vasanthihariharan73842 ай бұрын
Excellent...explanation on ETF
@shankarnath2 ай бұрын
Glad you liked it!
@sanpra19813 ай бұрын
Thank You
@shankarnath3 ай бұрын
You're welcome
@mysoregopinathshantanu88003 ай бұрын
good topic.
@shankarnath3 ай бұрын
Thanks!
@5966rameshАй бұрын
Dear Shankar Nath. Excellant presentstion and very informative. Thank you. May I request you for a presentation video on Smart Beta ETFs. There is always so much learn from your videos.
@shankarnathАй бұрын
Glad you found this useful. Thanks for the suggestion
@satishrana97353 ай бұрын
shankar ji , Please make a video on Leveages , how to build Leverages to buy shares and pay off the leverages gradually. Could not find it anywhere. . Please take it ... This is very essential . I know you read all comments. I follow up hence have asked this question.
@shankarnath3 ай бұрын
Thanks for the suggestion
@prakashb7742Ай бұрын
Excellent information
@shankarnathАй бұрын
Thank you
@TheViralSneeze3 ай бұрын
Another advantage of ETF is, consolidation of assets. You don't need separate tracking for mutual funds & stocks you hold (& saving annual maintenance charges on COIN, though Zerodha had abolished these monthly charges of ₹50/month later) Shankar ji, would await your data backed educational vdo on international REIT investment options
@shankarnath3 ай бұрын
Thanks for the suggestion
@mahi_131893 ай бұрын
@shankarnath: quality content as always! 👍. I know there is a striking difference between a small case and an ETF. But, can you pls do a video on what would be the rationale in picking between two for a long term investor? Asking this in the context of this small case: "Top 100 Stocks" by Windmill Capital. Basically they have just added two ETFs (nifty 50 and Junior bees) under it and routinely update the weightage between two during their rebalances.
@shankarnath3 ай бұрын
Thanks for the suggestion
@ShubhamMishra-mi4noАй бұрын
GREAT VIDEO!!
@shankarnathАй бұрын
Thanks 🙌
@VishMP72 ай бұрын
Hello, nice video. Can you pls make a video comparing a mutual fund index and similar etf if we had invested same amount for same period of time after all taxes and other cost. So we can know exactly that after (say 5-10 years) which investment will be better.
@shankarnath2 ай бұрын
Thanks for the suggestion
@darshanjain30043 ай бұрын
You are a gem 💎 Thanks for making learing so easy ❤
@shankarnath3 ай бұрын
Thanks! I'm glad you like my work
@baskarchockalingam24213 ай бұрын
after a long time,basic video I can understand 😂😂😂..thank u bro
@shankarnath3 ай бұрын
Most welcome
@nareshy893 ай бұрын
Looking for this video since last year. Thank Sir you gave us a complete guide about etf/ index fund. I have a little confusion about taxation part. As the person who did received short term capital gain on his capital during the year then his gain is taxable @15% of the profits. My question is that if his taxable income is less than the taxable limit still he is liable to pay @15% or not?
@shankarnath3 ай бұрын
Most welcome. Kindly consult a tax advisor for specifics
@SanjayKumar-mk5hl3 ай бұрын
I want such vedio,,, thanks thanks,,, a lot
@shankarnath3 ай бұрын
Most welcome
@coldstone872 ай бұрын
Excellent video shankar as always. I have 2 questions though: 1. If there are no buyers i have heard market makers usually buy off our sell order at the current ETF rate. How true is this market maker theory? 2. What is this FoF of etf and why should one go for it? Is FOF NAV value is end of the day value of ETF?
@shankarnath2 ай бұрын
1. It's generally true 2. FOF is a mutual fund scheme wherein the ETF is the primary constituent. E.g. ICICI Prudential Silver ETF FoF's major constituent is ICICI Prudential Silver ETF (presently 99.91%)
@abhinavsingh-fn2vz3 ай бұрын
The only person who spreads real knowledge
@shankarnath3 ай бұрын
Thank you very much!
@user-uj1es9sj3k3 ай бұрын
please make a video on SME companies and best listed SME companies on the exchange please !!
@shankarnath3 ай бұрын
Thanks for the suggestion
@acsmaniz3 ай бұрын
Good One
@shankarnath3 ай бұрын
Thanks!
@ksprasad19782 ай бұрын
Thanks a lot for sharing the valuable information on ETFs.I have a very basic question.Is there a possibility that an ETF can be discontinued from trading in exchanges after a certain period of time?If yes what would happen to our units that we are holding?
@shankarnath2 ай бұрын
Most welcome. I'm sorry, I am not aware of the process. However I did find an article on this which might be helpful -- blog.shoonya.com/etf-closures/
@gamedevelopmenttutorial3 ай бұрын
Another advantage is that ETFs are also pledgable.
@joshiprabhu3 ай бұрын
Mutual funds can also be pledged.
@Undertaker_ka_bhai3 ай бұрын
What's that?
@ravijag733 ай бұрын
Only if in demat format right?
@gamedevelopmenttutorial3 ай бұрын
@@joshiprabhu a very few brokers allow that.
@drmrahul3 ай бұрын
zerodha allows
@ugandharpitta3318Ай бұрын
Super explanation
@shankarnathАй бұрын
Glad you liked it
@excel-k-sir2 ай бұрын
a dedicated video on how to use Chart Ink for fundamental analysis will be great
@shankarnath2 ай бұрын
Thanks for the suggestion
@ashishlukka3 ай бұрын
Sir, at 12:08, the part with creating new shares when there are buy orders is not clear. Does it mean that somehow etf are also 'derivative' in some aspects?
@shankarnath3 ай бұрын
Pls read these two articles: 1. www.schwabassetmanagement.com/content/understanding-etf-creation-and-redemption-mechanism 2. www.nseindia.com/products-services/etfs-creation-redemptions
@aadeshbakale66983 ай бұрын
Sir kindly make a conclusion in next video. Eg. Will it be good to buy 50 lakh worth ETF lumpsum or we should go with Index funds? What will be more charge efficient?
@shankarnath3 ай бұрын
Thanks for the suggestion
@zoheb50Ай бұрын
Hi Shankar! Apart from my already balanced mutual fund portfolio (comprising one each of large, mid & small cap funds) how do i pick the right ETF and add it my portfolio which could balance it well and generate good long time returns?
@shankarnathАй бұрын
Hello. Pls watch today's video (link: kzfaq.info/get/bejne/iMWWZauW06yVk4U.html). It's very relatable to your question and my quest was to create a balanced, structured & almost passive portfolio structure. I'm guessing that's what you are hinting at aswell
@balgates302 күн бұрын
Excellent content. Do we have any ETFS in India that pays quarterly dividends?
@shankarnath2 күн бұрын
I'm not sure. On a more broader level, unless the tax liability is low (0% or 10%), dividends won't make much sense. It's better to redeem units from time to time and pay capital gain on them. This way the taxation is lower. With re: your question, please explore -- www.valueresearchonline.com/stories/51500/are-dividends-on-etfs-credited-to-the-investor-s-account/
@vishalgautam-ky2oo3 ай бұрын
Dear Sir, please make video on REITs and special about foreign country like the USA where real estate is more regulated and how to invest them from India.
@shankarnath3 ай бұрын
Thanks for the suggestion
@kiddotales67183 ай бұрын
Sir, conclusion pls which is best index vs etf when considering taxation?
@shankarnath3 ай бұрын
Can you share your own research with re: taxation on index fund & ETF? This way I can comment on it as I'll know the context
@JV_In3 ай бұрын
Just like your presentations, your write-up's are also top-notch! It's been a quite long since your newsletters hitting our in-boxes. I'm keenly waiting for your next newsletter sir! If there's no new special situations, at least an update on the relevancy of earlier discussed situations in current market conditions would be very helpful.
@shankarnath3 ай бұрын
Thank you for your patience
@excel-k-sir2 ай бұрын
bingo what a timing :)
@pradeepkumarmoghe45513 ай бұрын
Sir, the daily trading volumes in Pharma, IT, Banking, Auto, and Real Estate ETFs are usually quite low. There is big buy-sell spread. Plz guide. Thanks
@shankarnath3 ай бұрын
I'm sorry, what's the question? It's not clear
@hemalburu96873 ай бұрын
Sir govt employee ETF kar sakta hai??
@apurbamazumdar9683 ай бұрын
Kindly explain why in the case of ETFs the quoted price is always higher than the NAV?
@shankarnath3 ай бұрын
The market price will typically exceed the NAV if the fund is in high demand with low supply. This is what is currently happening with international ETFs after the SEBI instructed mutual funds to halt fresh subscriptions in their overseas ETFs from April 1 onwards
@anishadvanta1232 ай бұрын
Sir, SIP on Index ETFs are a good option or going with one time investment during the dips?
@shankarnath2 ай бұрын
Please watch my video on SIP + Lumpsum for a better understanding of this
@janmejaymohanty94543 ай бұрын
Sir kindly make video of etf vs index fund
@shankarnath3 ай бұрын
Thanks for the suggestion
@priyadarshinipadole94427 күн бұрын
very helpful video. Covering almost everything. I have been trying to understand the allocation of units done when invested during NFO period. So do we receive the units as per the NAV or as per face value in case of investment done in the NFO period. Eg. If invested 2100/- in ICICI Oil and Gas ETF at face value Rs.10 during NFO period and the fund opened at 12.74 how many units are we to receive. I would be very obliged if you could help to make me understand this.
@shankarnath5 күн бұрын
Thank you, glad you liked it. My understanding is that you should receive 210 units (2100 divided by 10). If you are looking to invest some money in an NFO, please do observe this & also let me know
@mandarrane3 ай бұрын
Can you cover tax free bond and how toninvest in them?
@shankarnath3 ай бұрын
I can try. Thanks for the suggestion
@ajayverma11553 ай бұрын
Very well explained... thanks...
@shankarnath3 ай бұрын
Glad you liked it. Thanks!
@dharshan.n.a4803Ай бұрын
Hi sir does Etf profits undergo compounding like mutual funds
@shankarnathАй бұрын
Yes, ETFs compound -- similar to mutual funds
@shanthimurugan99813 ай бұрын
can you pls list the balanced etfs currently available? So far, i have known abt equity, debt, silver & gold etf apart from few international etf...
@dandgebharatkumar68043 ай бұрын
Kindly do a video on best ETF'S to invest
@shankarnath3 ай бұрын
Thanks for the suggestion
@subhgoyal45382 ай бұрын
I see difference between nifty 50 and nifty bees day change. Is it a opportunity for arbitrage? Change in a volatile market like elections is upto 5%
@shankarnath2 ай бұрын
Nah, don't use this for arbitrage. It'll be next to impossible for you to make money from it
@abhishekb50023 ай бұрын
If I sell Nasdaq 100 ETF after 12 months holding, the applicable tax would be 10% LTCG or as per my income tax slab?? Please guide.
@guythomas43353 ай бұрын
Tax slab
@privacyowl3 ай бұрын
As per tax slab since this is not an Indian equity investment
@maheshmoharir93143 ай бұрын
Etf expense ratio is less but platform like HDFC Securities charges Rs. 25/-as a brokerage which becomes 2.5% for purchase worth 1000/-Rs.Can anyone suggest lower charges platform??
@hindubyheart3 ай бұрын
Any discount broker... They charge Zero since you are taking delivery. Only STT and govt taxes are payable
@sandeepbardoliwala69923 ай бұрын
Pls make video on government capex related ETF. #shankarnath
@shankarnath3 ай бұрын
Thanks for the suggestion
@vineetunny67193 ай бұрын
How does nifty etf pay dividend and what is taxation. Thx
@santoshkenguva43263 ай бұрын
Dividend if there, reinvested
@vineetunny67193 ай бұрын
@@santoshkenguva4326 so no taxation at buyer end for dividend payout. Only capital gain is applicable
@malleswararaomaguluri63443 ай бұрын
Suggest best etfs sir
@shankarnath3 ай бұрын
Thanks for the suggestion
@samirmasrani98103 ай бұрын
Ur view on liquid case by zerodha?
@shankarnath3 ай бұрын
I haven't tried it. But generally liquid ETFs have the lowest tracking error and impact cost .. so I guess Zerodha or most liquid ETFs should be similar and efficient
@AnishKrisna3 ай бұрын
is there website or app to calculate ETF returns?
@shankarnath3 ай бұрын
Most of them offer it. Valueresearchonline.com & moneycontrol.com are two platforms I can think of
@user-ot7bo8zd9p3 ай бұрын
Hi Shankar, thx for another nice video. How international ETFs are works, US markets are almost off when our markets are on. How we can buy international ETF in that case .
@shankarnath3 ай бұрын
Thank you. I'm not aware of how international ETFs are operationalized .. I'll circle back if I receive more information on this.
@sdembla93 ай бұрын
Is there something like ELSS or tax saving ETFs?
@shankarnath3 ай бұрын
I am not sure but pls read this and verify: www.livemint.com/money/personal-finance/is-cpse-etf-a-good-tax-saving-option-under-elss-category-1563214720833.html
@swanandvedpathak94953 ай бұрын
Long awaited Topic , thanks for sharing this knowledge
@shankarnath3 ай бұрын
Thanks for your patience
@achiranshugarg31643 ай бұрын
Only investing who helps in understanding market instruments in easy manner rather flaunting his wealth, intelligence.
@shankarnath3 ай бұрын
Glad you liked my work
@girishtaparia63273 ай бұрын
I have been investing and trading in ETF for more than 5 years now. I wish if there could be ETF for commodities like crude, steel, iron and even for Bitcoins, usd/Inr etc. as we have for silver & gold, it could help investors to get a less risky exposure while reaping their benefits.Thank you.
@jatinderbhatia9963 ай бұрын
I think you should share your etf journey for learning purpose. either trading or just investing . any insight about rebalancing. and more.
@moodles53483 ай бұрын
So how is it going, the etf journey, so far?
@girishtaparia63273 ай бұрын
It has been a good learning journey so far.
@moodles53483 ай бұрын
Learning is good but what about returns, are they good and reasonable?
@girishtaparia63273 ай бұрын
Yes the returns were good and that is why I wish if we could have ETF for commodities, forex and even cryptos .
@gollapalliabhishek22293 ай бұрын
l've been thinking of purchasing icici nifty alpha low vol etf and later while checking the app I've found that the same icici nifty alpha low vol etf fof has a much lower expense ratio. The difference is huge .42% vs .1% Can you explain why? Is the expense ratio of etf fof is really .1% or am I missing something. same goes for Tata Nifty India Digital ETF Fund of Fund - Direct Plan - Growth which is 0.07% but Tata Nifty India Digital ETF's expense ratio is 0.40%.. are there hidden expenses with fof else why would people even go for etf or mutual funds if they can get fof for that much less expense ratio... am I missing something...
@englishsongsothers85613 ай бұрын
. 42+.1=.51 in fof but in etf stt sebi turnover fee actually etf & fof cost remain same
@gollapalliabhishek22293 ай бұрын
@@englishsongsothers8561 thank you 🙏🏻
@rajeevmandirutta96163 ай бұрын
How is ETF wrt dividend declared or bonus issues by underlying companies….will a person holding RIL through N50 ETF get the proportionate shares of Jio Financial Services.
@AvinashCheedella963 ай бұрын
Same doubt for me.
@shankarnath3 ай бұрын
The dividend part was covered in the video. Same principle applies for bonus shares
@dips28053 ай бұрын
Is it wise to use buy on dip strategy on niftybees or bankbees?
@iFrozenSkull3 ай бұрын
Currently doing a SIP in motilal mon100 ETF from 3 years. But now that there are no indexation benefit and taxed at tax slab. Is it a good idea to continue it? I am looking to invest in this for minimum 5-10 years. So hopefully if the government changes the rules to debt fund ETF then it's good.
@SuyogKulkarni213 ай бұрын
❤
@user-hp6ii5ez4z3 ай бұрын
Some Comodities ETF are traded at much below the Comodities index Why?
@Dushyantgiri3 ай бұрын
Wel jo one talk about liquidity in etfs, you cant invest like mutual funds and liquidate them, also nav of etf vs price of etf ( error ) born by investors, doenst make eft very good choice yet excep for traders or for pwople who are traders, or choose only in vert few etfs..