Why Index Funds Are Hard to Beat for Long-Term Investors | Value Research

Video Description

Are index funds really the smartest choice for long-term investors? In this episode of The Index Investor by Value Research, Kartik Jhaveri (Director, Transcend Capital) and Ashish Menon (Senior Equity Analyst, Value Research) decode how index funds can help you build wealth with simplicity, discipline, and low costs. We cover the meaning of long-term investing, why time in the market matters more than timing, the power of compounding, SIPs and STPs, how to rebalance your portfolio, and the role of tracking error. Whether you're a DIY investor or working with an advisor, this conversation will help you understand why index funds are a smart way to stay invested through market volatility and achieve your financial goals. @NipponIndiaMutualFund Timestamps: 00:05 Introduction 00:39 What does long-term mean — in time and mindset? 02:53 Why is time in the market more important than timing the market? 06:46 How does the cost advantage of Index Funds compound into significant gains over the long term? 10:20 How does index investing help avoid behavioural mistakes? 13:41 Over the long term, how have index funds performed compared to active funds in India? 16:04 What should a long-term index investor do during a major market crash? 21:32 What is tracking error, and when is it a reason to worry? 23:15 How can investors use SIPs in index funds to build wealth through volatile markets? 27:05 How should an index investor rebalance their portfolio at different life stages? 30:26 Closing 🍁 𝗔𝗯𝗼𝘂𝘁 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🍁 Welcome to Value Research, your go-to source for insightful investment guidance and financial planning. With over three decades of experience, we empower savers to make informed decisions through independent research, fund ratings, stock analyses, and mutual fund insights. Trusted by individual investors and industry leaders alike, our channel provides expert answers to common queries about mutual funds, stocks, tax-saving strategies, and more. Join us for in-depth analyses, practical advice, and top-tier investment recommendations to achieve your financial goals and secure your financial freedom. ✨ 𝗝𝗼𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 ✨ https://www.youtube.com/channel/UCcYn9RpMAuYtO_uzGgtZJUQ 👉Subscribe to our हिंदी YouTube channel, Value Research Hindi -https://www.youtube.com/@UC-gbztXlCNUIrHDf-DIdhpg 👉Subscribe to our newsletter 📃: https://bit.ly/3GW0HGe 📩 👉Subscribe to our YouTube channel: https://www.youtube.com/@valueresearchvideo 🔔 👉Subscribe to our monthly magazines 🔖: https://bit.ly/3DWgAdS 👉 Investors' Hangout: https://www.youtube.com/playlist?list=PLlcvGUYyh9LtmnHM8EcEZB8apc3UoJIF9 👉 Fund Focus: https://www.youtube.com/playlist?list=PLlcvGUYyh9LtZxTLZgz2oGohI-xK9YNKR 👉 ABCD of ETFs: https://www.youtube.com/playlist?list=PLlcvGUYyh9Lul96-Aq3H9xscENk8cAw4L 👉 Investment Acorns: https://www.youtube.com/playlist?list=PLlcvGUYyh9Lspeu4zeadrhwM8DeJ1S2wV Do you have an investment-related question? ➡️Post it on our 'Ask Value Research' page -- https://vro.in/askvr. You can use our Premium service https://vro.in/prem/ for exclusive analysis, guidance, and customised recommendations. If you are a beginner wondering how to invest in stocks or an experienced investor looking for a new source of investment ideas, visit Value Research Stock Advisor at https://www.valueresearchstocks.com/. It has everything you need to know about stocks. 🌐 𝗙𝗼𝗹𝗹𝗼𝘄 𝗨𝘀 𝗢𝗻 𝗢𝘁𝗵𝗲𝗿 𝘀𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 📢: ➤ Website: https://www.valueresearchonline.com ➤ X: https://x.com/ValueResearch ➤ Facebook: https://www.facebook.com/ValueResearch ➤ Instagram: https://www.instagram.com/valueresearch/ ➤ Spotify: https://open.spotify.com/show/5da8Mxc4mCkZljThKy8J7H #Investing #StockMarketIndia #MutualFunds #IndexFunds #PassiveInvesting #SIPInvesting #FinancialPlanningIndia #LongTermWealth #ValueResearch Thanks for Watching - Why Index Funds Are Hard to Beat for Long-Term Investors | Value Research