Index rebranding once in 6 months may be fine for other indices like quality, volatility etc. But in the case of of momentum based index, the 6 months period is fairly long,momentum is an integral part of stock market. So shortening the time for rebranding from 6 months to 2 or 3 months would be more appropriate in case of Nifty 200 momentum 30 index. Thank you for proving useful information.
One of solution could be we can use momentum index for long term investments like retirements and during market crash we can switch to the UTI index fund until the market is normal again.
Excellent, outstanding, absolute,.... and much more. You and your team deserve a big thank you for this and such brilliant knowledge based videos. Best Regards!
Very useful inputs and excellent explanation. Thanks for your kind efforts. Sir, Am a student from IIM (First 3 in India) and learning by your content. Thanks for your very valuable content. Very useful insight always. All videos are helping to learn. Request to share detailed videos on: 1. How we can identify today itself 'future disruptors' i.e. in the beginning itself? Kindly make a detailed video on same explanation from scratch to end (stock selection methods and process).2. Multi factor Investing combined like (Momentum, Value, Quality, Alfa) all factors finding for selected stocks 3. Quant Investing methods in cash segment stocks
I have nifty 200 momentum 30 index in my watchlist. Was in 2 minds whether to invest or not..this video provided lot of clarity. It looks like a good passive fund thank you:)
I mean you are correct that the word momentum has been borrowed from Newton's laws, but its not the 1st law that talks about momentum but the 2nd one. It states that the rate of change of momentum is directly proportional to applied force and acts in the direction of the force. Thanks for the thoroughly informative video though !!
Excellent report and presentation. Keep bringing in these fantastic analysis of quirky, hidden and unique themes. This will what differentiate your content with others.
please review other factor based indices like Midcap Momentum 50, Midcap Quality 50, Alpha Low Volatility 30, Nifty 50 Value 20, Nifty 200 Quality 30.....
volatility is integral to the stock market and is the only reality. By the time the momentum index is churned,the stocks may have lost its relevance.So once in 6 months, churn makes very little sense. So a trial run may be conducted by churning once in 2/3 months ( still better if churn is done once in a month). On the basis of observation of results, a decision can be taken by concerned authorities. So shorter churning period would enable investors to benefit from volatility. Yes,of course,this would increase the risk . But then, momentum investing is having higher risk, and those who are capable of taking risks would only enter. Recently, a big conglomerate faced hard times due to short-selling, and the stock fell sharply due to high volatility. But the stocks could not be weeded out immediately, which weighed on index heavily.
Excellent video! Clarifies all the doubts I had. That said, a follow up question would be that does it make sense to have one Nifty 50, one Nifty next 50 and one Nifty 200 Momentum 30 index fund as part of the long term (20+ years) retirement portfolio? (the portfolio would also have an actively managed midcap fund such as Invesco Midcap fund and one international equity fund which could be either of Kotak Nasdaq FoF/Motilal Oswal Nasdaq FoF/Motilal Oswal S&P 500)
@@bvisvana That is quite a generalized statement you are making without considering the context. I would suggest refraining from such advice. I'll explain why. After you read my comment, please do respond with why you still think it is overdiversification regardless of the type of investor. Here goes : Let's take one aspect of investment into consideration for example which is the amount available for investment per month. For a small-time investor with a budget of 10k per month, this is overdiversification; however, if someone has a budget of 1 lakh per month just for equities portion of their portfolio (debt portion accounted for separately), this diversification is actually a good thing and necessary. Consider another aspect of investment which is the duration. For a short-term investor (3-5 years investment horizon), this is overdiversification. But for a long term and matured investor (10-20 years investment horizon), this is a no brainer and a must to ensure that the cyclical nature of the indexes is accounted for. My question was to the author of this video just to see what they think of this strategy. I am actually quite confident that for the long term, these three indices combined will ensure good downside protection.
As usual you have come up with a new strategy. Thanks for educating the investors on the concept of momentum investing keep this going. Every investor should go through the videos made by etmoney before they start investing.👍👍👍👍👍
Hi Shankar Sir, Thank you for the wonderful video, as always. I would like to know what type of mutual funds(or any other asset classes) should be allotted to what kind of goals?(Retirement, Children Education etc.) i.e. basically bucket of instruments under a goal based on time and risk appetite towards the goal. Thank you in advance.
Thank you for sharing 🙏 I was in doubt that whether I need to invest in this fund or not. But this video gave me a solid picture. I will look for any overlapping with the other funds in my portfolio and go with this one mostly.
My core investment is in Nifty 50 index fund. Does it make sense to have this momentum index fund as an add on? There would be some bit of portfolio overlap, but does it makes sense to get some extra returns?
Hello sir , When you are conducting BACKTEST on this strategies, 1).are you considering respective periods index composition OR 2). Present index composition Please reply...
I was unaware of this kind of investing style. Thanks for the informative video. This video came across me as I was looking for the information on Quant MF's Momentum NFO. Curious to know your opinion on this NFO.
Yeah we dont have any ETF or Mutual funds. I found few Smallcases like CapitalMind Momentum, WRIGHT MOMENTUM etc.. u can check out those but they are PAID ones but I personally feel it's good
Great again! Shankar, Please answer me. I am very new to Mutual Funds. After watching your few videos and doing a lots of research, I invested in 12 Funds. Of these 12 funds 8 are giving 3.5 to 6% increase in just 10 days. The other 4 are small negatives. Does this mean that I should divest these 4 funds and add the funds to the positive 8 funds immediately, please? Thanks and regards / Tissy
No sir... 10 days is too less time to decide performance of a fund.. kindly consider holding these funds for a year atleast... after that you may decide which ones to keep and which ones to lose.
Haan bhai, desh mein 62% logo ko Hindi nahi aati, sirf 38% logo ki hi mother tongue hindi hai India mein, but baaki ke 62% bhi Indians hi hein. Kabhi apne shehar se bahar niklo toh pata chalega
Index rebranding once in 6 months may be fine for other indices like quality, volatility etc. But in the case of of momentum based index, the 6 months period is fairly long,momentum is an integral part of stock market. So shortening the time for rebranding from 6 months to 2 or 3 months would be more appropriate in case of Nifty 200 momentum 30 index. Thank you for proving useful information.
Its 3 months
One of solution could be we can use momentum index for long term investments like retirements and during market crash we can switch to the UTI index fund until the market is normal again.
ET Money is not the same, since Shankar left, just head to comment, as I feel he explains the concept so beautifully 😇
More such content from this guy, brilliantly explained and well researched
Thanks
Another interesting content. You guys are outstanding when it comes to choosing the content for the video.
Excellent, outstanding, absolute,.... and much more. You and your team deserve a big thank you for this and such brilliant knowledge based videos. Best Regards!
Our pleasure. Glad you enjoyed it!
Very useful inputs and excellent explanation. Thanks for your kind efforts.
Sir, Am a student from IIM (First 3 in India) and learning by your content. Thanks for your very valuable content. Very useful insight always. All videos are helping to learn.
Request to share detailed videos on:
1. How we can identify today itself 'future disruptors' i.e. in the beginning itself? Kindly make a detailed video on same explanation from scratch to end (stock selection methods and process).2. Multi factor Investing combined like (Momentum, Value, Quality, Alfa) all factors finding for selected stocks
3. Quant Investing methods in cash segment stocks
The content is just worth it's weight in gold. Just amazing.
Shri Jagdamba Polymers - Multibagger Stock, 0 debt
I requested this and was waiting for this... Thank u!! Can u also pls make a video on low volatility investing method. Thanks!
Ur voice and dedication in giving or transferring your knowledge is BEAUTIFUL...
Thanks a lot 😊
Was just looking for this one .kudos to you
Shri Jagdamba Polymers - Multibagger Stock, 0 debt
I have nifty 200 momentum 30 index in my watchlist. Was in 2 minds whether to invest or not..this video provided lot of clarity. It looks like a good passive fund thank you:)
UTI buy kar rahe ho ?
@@pratik8807 yes only one available
Is it Index Mutual funds?? Please let me know how to buy it bro
The way you put forward every aspects with your analysis and presentation is fabulous. Kudos to the team 👍👍👍
Under rated channel because of english video
I mean you are correct that the word momentum has been borrowed from Newton's laws, but its not the 1st law that talks about momentum but the 2nd one. It states that the rate of change of momentum is directly proportional to applied force and acts in the direction of the force.
Thanks for the thoroughly informative video though !!
As usual the best content you can get. 👍👍
Fabulous. This is really good one...
It has everything like balance advantage, Nifty stocks, low expence ratio, transparancy, .....
Glad you liked it
Not sure if we Indian investors are giving enough respect to ET Money videos. ET Money is effectively becoming the Investopedia of India
to sum it up momentum investing is based upon very famous saying in market trend is our friend
ETMONEY AND SHANKARNATH YOU BOTH ARE MY MENTOR
Excellent report and presentation. Keep bringing in these fantastic analysis of quirky, hidden and unique themes. This will what differentiate your content with others.
Good Morning Sir. Very Nice & Valuable Subject You are Explaining and a very Clear Explanation
Good morning to you too. Thanks! Happy to know this was useful to you
Discuss about value and growth investing in interest rate cycle
Brilliant piece of information. Your voice and presentation are nectar to ears.
So nice of you. Thanks for your kind words
Thank you ET money for the knowledge about this index. I personally had never heard of this index and it was very nice to learn something new.
please review other factor based indices like Midcap Momentum 50, Midcap Quality 50, Alpha Low Volatility 30, Nifty 50 Value 20, Nifty 200 Quality 30.....
Invested small amount in UTI momentum fund, will watch and add SIP once convinced...
volatility is integral to the stock market and is the only reality. By the time the momentum index is churned,the stocks may have lost its relevance.So once in 6 months, churn makes very little sense. So a trial run may be conducted by churning once in 2/3 months ( still better if churn is done once in a month). On the basis of observation of results, a decision can be taken by concerned authorities. So shorter churning period would enable investors to benefit from volatility. Yes,of course,this would increase the risk . But then, momentum investing is having higher risk, and those who are capable of taking risks would only enter. Recently, a big conglomerate faced hard times due to short-selling, and the stock fell sharply due to high volatility. But the stocks could not be weeded out immediately, which weighed on index heavily.
you english and knowledge and presentation is so perfect and clear , pl present your skills on other topics also
Thanks. We have over 200 videos on this channel
Excellent video! Clarifies all the doubts I had. That said, a follow up question would be that does it make sense to have one Nifty 50, one Nifty next 50 and one Nifty 200 Momentum 30 index fund as part of the long term (20+ years) retirement portfolio? (the portfolio would also have an actively managed midcap fund such as Invesco Midcap fund and one international equity fund which could be either of Kotak Nasdaq FoF/Motilal Oswal Nasdaq FoF/Motilal Oswal S&P 500)
Thank you!
I have the same question but no answer
Looks good to me. Did you find any suggestions for your question? Pls share it
This would be over diversified
@@bvisvana That is quite a generalized statement you are making without considering the context. I would suggest refraining from such advice.
I'll explain why. After you read my comment, please do respond with why you still think it is overdiversification regardless of the type of investor. Here goes :
Let's take one aspect of investment into consideration for example which is the amount available for investment per month. For a small-time investor with a budget of 10k per month, this is overdiversification; however, if someone has a budget of 1 lakh per month just for equities portion of their portfolio (debt portion accounted for separately), this diversification is actually a good thing and necessary. Consider another aspect of investment which is the duration. For a short-term investor (3-5 years investment horizon), this is overdiversification. But for a long term and matured investor (10-20 years investment horizon), this is a no brainer and a must to ensure that the cyclical nature of the indexes is accounted for.
My question was to the author of this video just to see what they think of this strategy. I am actually quite confident that for the long term, these three indices combined will ensure good downside protection.
Superb. Thank you so much sir for enlightening us on this topic and the related fund
Most welcome
Shri Jagdamba Polymers - Multibagger Stock, 0 debt
Very nice
Thank you
Now alpha 50 also available
Where to invest
May have video on comparing momentum 30 with Alpha 50
Please check out our video on Smart Beta Funds. We've done that comparison
Nifty 200 momentum 30 Made lifetime high today✌
As usual you have come up with a new strategy. Thanks for educating the investors on the concept of momentum investing keep this going. Every investor should go through the videos made by etmoney before they start investing.👍👍👍👍👍
After seeing your video.i plant to invest.
Never knew this guy is the VC of ET money
Hi Shankar Sir, Thank you for the wonderful video, as always. I would like to know what type of mutual funds(or any other asset classes) should be allotted to what kind of goals?(Retirement, Children Education etc.) i.e. basically bucket of instruments under a goal based on time and risk appetite towards the goal. Thank you in advance.
Most important part ET money opinion, thank you..
Great video and useful insights. Thanks!
Thank you for sharing 🙏
I was in doubt that whether I need to invest in this fund or not. But this video gave me a solid picture. I will look for any overlapping with the other funds in my portfolio and go with this one mostly.
What fund did you go with and how did it perform?
@@HP-to4dv UTI Momentum fund and it was on fire lately.
What a content!! Amazing. Can you suggest portfolio allocation for someone like me who's very conservative?
Great content. New concepts learned. Thanks ETMoney team for this.. Appreciate your effort.
very useful video. Sir you are very knowledgeble and humble at the same time. I like your neutral way of presentation.
Really great value.
sir please make video on nifty value 20
Very well informative
THANK YOU.
My core investment is in Nifty 50 index fund. Does it make sense to have this momentum index fund as an add on? There would be some bit of portfolio overlap, but does it makes sense to get some extra returns?
It's the second law of Newton not the first which defines (linear) momentum 😅 btw.... good learning... I watch all your videos ✌️
Hello sir ,
When you are conducting BACKTEST on this strategies,
1).are you considering respective periods index composition
OR
2). Present index composition
Please reply...
Its done with respective period index composition because the constituents are changing every 6 months.
ShankarNath ji👌
I was unaware of this kind of investing style. Thanks for the informative video. This video came across me as I was looking for the information on Quant MF's Momentum NFO. Curious to know your opinion on this NFO.
Wonderful, Please make more videos on strategic index fund investing
Superb content ! Thanx a lot.
Are more fund houses planning to launch this fund other than UTI ?
Thanks for doing the most needed ones ❤️❤️
Interesting index analysis. Thank you
ET MONEY FOREVER ❤️
Very nice explanation
1)Money flow from sector to sector...
2)how companies using our invested money? Are they withdrawing like a bank and deposite again?
Can you do a review of other factor indices like low volatility? Icici pru low vol etf fof nfo is ongoing.
Thank you sir
Can Our Portfolio based on momentum strategy be Our core portfolio?
another good information .. thanks
another interesting study...
Can you explain on index like Next or future companies?
Quality content. Is there any ETF for momentum universe play?
Yeah we dont have any ETF or Mutual funds. I found few Smallcases like CapitalMind Momentum, WRIGHT MOMENTUM etc.. u can check out those but they are PAID ones but I personally feel it's good
Eye opener 😊 thank you
hi sir whats about tracking error in strategy index fund..... is it high or not
Excellent video
Why does the app not have details on the fund? 🙄
Sir very interesting information i would like to invest in momentum investing please advise how to do it, i could not see this portfolio in small case
UTI Mutual fund has a momentum based scheme. You can invest via ETMONEY app
Is there any book which we can read on Momentum Investing?
Sir
Why are we not getting same day NAV despite using easypay in Etmoney app.
Momentum index will give more return than nifty 50 But It cannot give more than an Actively managed fund
15 years rolling returns is 16.9%. How many active funds do you think can give equal or more in 15 years?
Great video
Sir kindly make a video on how to screen stocks based on volatility while buying for investing
Can you suggest few Momentum smallcases and mutual funds, which are better comparatively.
Deepak Shenoy capital mind , Alok jain weekend investing, Anish teli - Qed capital. All these guys run a momentum small case.
CapitalMind Momentum, MI_ALL CAP, WRIGHT MOMENTUM are my Favourite Momentum Smallcase
Can NRI invest via ETmoney app in direct MF?
Yes friend
Great again! Shankar, Please answer me. I am very new to Mutual Funds. After watching your few videos and doing a lots of research, I invested in 12 Funds. Of these 12 funds 8 are giving 3.5 to 6% increase in just 10 days. The other 4 are small negatives. Does this mean that I should divest these 4 funds and add the funds to the positive 8 funds immediately, please? Thanks and regards / Tissy
No sir... 10 days is too less time to decide performance of a fund.. kindly consider holding these funds for a year atleast... after that you may decide which ones to keep and which ones to lose.
@@ArjitSaxena Thanks Arjit
Why Axis funds are underperforming
Please compare axis small cap vs kotak small cap vs sbi small cap
Sbi small cap is top performer .,
@@pavankumary4654 but in Crisil rank, Kotak 1st, SBI not even in top 5
Sir please Hindi language mein bhi video banaen
Hindi videos hamara hindi channel mein uplabdh hain: ruclips.net/channel/UCzWtyDo9KmEC1JoAqa1LIEwvideos
Anant ladda follows this..
🙏🙏🙏🙏🙏🙏🙏
Sir please make a video on Nasdaq 100
Itna aasan nahi hai ye Saab... Investing is more than a art than analysis.
𝑰𝒏𝒗𝒆𝒔𝒕 𝒊𝒏 ¢𝒓𝒚𝒑𝒕𝒐 𝒕𝒓𝒂𝒅𝒊𝒏𝒈 𝒘𝒊𝒕𝒉 𝒎𝒚 𝒂𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒗𝒆 Vitor Castro
𝑯𝒊𝒔 𝒂𝒗𝒂𝒊𝒍𝒂𝒃𝒊𝒍𝒊𝒕𝒚 𝒊𝒔 𝒐𝒏 ω𝒉𝒂𝒕𝒔𝒂𝒑𝒑
+ I 2 O 9 3 9 I O 8 9 3...
👌🙏
First 😜
Sir hindi nhi aati kya
Haan bhai, desh mein 62% logo ko Hindi nahi aati, sirf 38% logo ki hi mother tongue hindi hai India mein, but baaki ke 62% bhi Indians hi hein. Kabhi apne shehar se bahar niklo toh pata chalega
@@adeshfafriya3884 lagta to nahi ki shahar me rehta hoga. Kisi gaon ka dehati hi lagraha hai.
Baak English
List of top momentum stocks every weeks :
www.momentumstocks.in/ for self study