5 Secrets of Quant Mutual Fund which consistently ranks it in India’s Best Mutual Fund schemes
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- Опубликовано: 31 май 2024
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Most schemes of Quant Mutual Fund have been ranked in the top 3 funds within their category. Quant Small Cap fund, Quant Tax Plan fund and Quant Active fund have been the best performing mutual fund in 2020, 2021 and in 2022. In this video, I put together 5 secret techniques the Quant fund management team employs and more importantly, what we can learn from Quant Mutual Fund’s unique strategy and how we can apply it in our investing framework
👉 Video Chapters:
00:00 The Truth Is Out There
01:42 Background of the Study
02:41 VLRT & Data Framework on Quant Mutual Fund
06:15 Quant MF's Dynamic Investing Strategy
08:41 High Portfolio Churn Rate
10:22 Behaviour as a Valuation Input
12:04 Macroplay
13:34 Shankar's Viewpoint
👉 Some Useful Resources & Readings:
‣ Worksheet with Top 10 holdings of Quant Active Fund I explained in the video: docs.google.com/spreadsheets/...
‣ Quant Mutual Fund Presentation: quantmutual.com/Admin/Pdf/qua...
‣ Sandeep Tandon's Interview on BQ Prime: • Quant MF's Tactical Ca...
‣ Sandeep Tandon's Interview with ET Now: • Time To Focus On Value...
‣ Renaissance Technologies Trading Strategies: • Renaissance Technologi...
‣ Jim Simons - The mathematician who cracked Wall Street [TED Talk] : • The mathematician who ...
🙋♂ Follow Shankar Nath on bio.link/shankarnath
#quant #shankarnath #bestmutualfunds
Disclaimer: I am not a SEBI registered investment advisor or research analyst. 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
Content is great as always, but the intro is next level sir ❤️🔥
Thank you so much, team LLA. I'm enjoying this triage of teaching, investing and creativity .. and it's a pleasure to know you are liking it aswell. Much appreciated :)
Mark my words this channel will surely go on becoming the top finance channel in India and also overseas. Great content!
Thank you Dhwanil .. for your encouragement. Look forward to your continued patronage
Ok marked
Marked soldier 💀
Shankar Nath seems to be doing his homework before preparing the videos. He is a cut above the mundane youtube presenters on indian capital markets and financial investments. Hope he will continue with this yeoman service to the Indian investors. God Bless him 🙏
Thank you very much for your kind appreciation
Great content and presentation. I love your objective and unbiased approach. Many so called experts don't talk about quant mutual funds for various reasons. It takes courage and conviction to talk about something new and different from conventional wisdom. Kudos to you. Keep up the good work.
Thank you very much, Rohan.
Agree
True Story 👍🏻
Well said Rohan. I started investing in this fund house for last one year and very happy with the returns. Great job Shankar for your brilliant presentation.
@@ravinderk1 U started from which Quant fund ?
I recently started investing (unluckily Last Diwali when the market was at the top). I have started watching lots of finance content. But nothing can beat this channel. Here the Content is of the next level. Kudos to Shankar Nath sir! Great content. Keep it up.
Thank you very much, Hridhaan. Happy to play a small part in your financial journey
Spectacular analysis - thoroughly enjoyed !!! subscribed
Welcome aboard!
Great Job. Superb video. Thank you for all the hard work. God bless.
Thank you very much!
Again! An exceptional video. No more comments needed to express how well organized and understandable the video content is. Thankyou.
Much appreciated! Thanks Bhuvan
This is by far the best video I have seen on Quant's style of investing. Excellent work; wishing you all the best in helping investors make the right financial choices!
Glad it was helpful! 🙌
Great content, superb quality of graphics and the best presenter. Glad i found this channel so early. Thanks you Shankar for the hardwork and dedication.
Thank you very much, Sundaram
Great interpretation as expected ❤
Glad you liked it!
Brilliant video sir, starting act was an amazing buildup for the secret envelope.
There is almost no way I can stop your videos once it start playing, rather I revisit them again when required
Thank you so much 😀 .. happy to know you are enjoying the content. I am trying out different things & seeing what works best. The most important thing is to enjoy what one is doing .. and I wish the same for you
@@shankarnath thank you sir wishing for the best
Amazing articulation and research 👏🏼👏🏼👏🏼
Glad you enjoyed it. Thank you very much!
great to see Finaius in your recommendation. Exceptional start to the video!You are a story teller!
Glad you enjoyed it! Quant's way of investing has always been a puzzle to me & all .. a treasure hunt of sorts
Wonderfully enlightening content. Glad I have been following these posts. Thanks a lot for the great research.
My pleasure! Happy to know you found the video useful and enjoyable
Your last line " please watch this video again for better retention " truly sums up the quality and depth of the video.. Time well spent watching your video.. Thanks !
Most welcome. Glad you liked it
Fabulous video
I was thinking about this for long time finally found answer
Great 👍 .. glad you found it useful
Sir your videos are excellent! They are different from other RUclips channels in lots of good ways....presentation, information, analysis.....thank you so much for these videos and God bless you.
You are most welcome and thank you for your kind words of appreciation & encouragement
Great video Shankar sir. I myself have been doing this analysis at my end to evaluate Quant, and your analysis is quite comprehensive. One unanswered question I still have is that quant strategies require huge capital investment in AI, ML, data analytics (Jim Simons invested billions in technology and mathematicians, data scientists to generate high returns). Quant MF or Sandeep Tandon have never mentioned in-depth how much they have invested in emerging technologies, and more interestingly how can a smallish fund house invest so much in the very beginning? Also, they could have easily played in the PMS segment with wealthier clients and lesser regulations! Shankar sir - you must try to invite Sandeep Tandon on your channel for an interview. Best wishes.
Thank you Sarabjeet for your kind words of appreciation and encouragement.
With re: investments, I don't have an answer for you but I also don't quite agree with the correlation between RenTec's billions and Quant's supposedly few millions. We are talking about two different markets here (US & India) and surely both companies work on different analytical models. So each would have it's own distinct personnel, capital and resource requirement. It's like that Virus ki pen joke in 3 idiots "US ne hundreds of millions of dollars use kareke space pen ka aawishkaar kiya aur Russia ne pencil use kiya"
Yes, I'll surely want to have an interaction with Mr. Tandon in the future .. kya pata, he might show me a pen :)
Please do not use 'sir' or 'mam' after a name. It is wrong grammar.
Instead use 'mr' or 'ms' before the name.
@@kingscross4233 ok kings cross sir
@@kingscross4233 tu alag hi khel raha hai🤣🤣
Very good content. Appreciating the simple explanations and quality content. Thanks Shankar Ji.
My pleasure. Thank you so much
Great content and nice insights! Thank you Mr. Shankar, keep doing the good work. Greetings from Germany.
Most welcome and my pleasure!
Simply brilliant. Abundant quality in content,style and insights on quant
Kudos.
Thanks a lot 😊 .. happy to know you found the topic and content useful
Superb content as usual
Thanks 🙏 for such a well articulated analysis backed with a good video editing.
Glad you liked it! Thanks
I just checked the Quant portfolio yesterday, today I'm seeing a video on it
As usual, quality time with the most useful and understandable content. Thank you shankar sir
So nice of you. Thank you for your kind appreciation
Great content and presentation Shankar ! Learning a lot from your well researched videos. Please keep doing such nice work.
Thank you very much
Your content and presentation style is really good. Have learnt a lot from you. Keep up the great work Mr. Shankar
Thank you very much Chandan
Great content and presentation. Appreciate the efforts by the team.
Glad you liked it!
Quite analytical, the intro was OOW 😃😃. I came to know about Quant early last year when one of my friends in the financial industry recommend. Keep bringing such content 👍
Thank you very much for your kind appreciation. Quant's investing style has been a mystery & treasure hunt of sorts .. so I wanted to capture it in the introduction of the video
It was a very good and very insightful
. Thanks for such a good content.
My pleasure. Glad you liked it!
Quality content as usual.
Thanks
My pleasure!
For me you are one of those important mentor who encouraged me to start investing in equity.. I have learned a lot from you and will continue to learn.. Thank u so much
My pleasure! Thanks for the appreciation and encouragement
Excellent Shankar
Thank you
It pays to be flexible in market, and that's what Quant have shown.
A great learning video which has helped open my mind to various possibilities and being flexible...
Great work Shankar, appreciate all the effort...
Well said! Glad it was helpful
Great analysis Shankar ji.
Thank you Sandipan ji. Glad you liked it
Thanks for giving such a good content in a way that can be absorbed .
It's my pleasure, glad you liked it
I have been following your videos since more than 3 years and it helped me a lot to define a right portfolio.. Another wonderful video to provide right insights. Keep going sir!!
My pleasure! Thank for the encouragement
As usual, great quality content, unbiased view. I have been following and quite fascinated by Quant Mutual Fund schemes with their investment philosophy. Hearing from you validates my conviction in this company. I am surprised that Morning Star does not even consider it in their tip 10 rating despite this fund giving top returns for the last three years
Much appreciated, Vivek! While I don't know Morningstar's evaluation methodology, having worked with ET Money I am aware that every platform has it's own variables & score around it. Without getting into specifics, ET Money appreciates returns, volatility and downside protection when ranking schemes. Also there are conditions e.g. scheme should have crossed x number of years, must not have been recategorized over x years, minimum AUM of x crores etc.
Very deep insight of Quant fund house.
Thank you very much! Glad you liked it
Thank You for making this video on Quant Mutual Funds Strategies
Most welcome
Amazing presentation. Big fan of your style of explanation since ET Money videos taught me & gave interest about investing.
Much appreciated, Rohit! Happy to play a small part in your investing journey
Amazon job Shankar! Please keep it up.
Thank you very much Neeraj
awesome content explained in a very easy way...
Thank you Gopal 🙌
Phenomenal, hands down
Thanks Dr. Nikhil. Glad you found it useful.
Hi Shankar, First our sincere prayers to our videographer of a great team. Really, content is more of very detailed technical & data analysis. Truly a good point on when to exit a fund / stock is like when to say NO in professional environment. This is what we miss out when we do portfolio rebalancing. Kindly throw some more light on when to exit.
Thanks Mukesh, the doctor has recommended 2 things - a) prayers and b) high returns. He's doing much better now
Yes, I'll research the different entry-exit models and come up with something workable. My first video (16% returns on smallcap) did the entry & exit part well and offered an alpha of 2-3% over the benchmark. I'm sure there are more such scenarios, will circle back.
Great content with new perspective 👍🏽
Thank you very much
They have 5 to 30% of portfolio in derivatives (mostly Future contract even in small cap fund they have derivative market future positions) with Hedge legs. This gives added advantages to them.
Great Content'..Saw your previous video on Quant also on ET & this is a level-up. Thank you for the great insights
Thank you Vinkal. Yes, there I kept myself to a couple of funds (Quant Active and Quant Small Cap). Essentially I looked inward there and in this video, I looked outward at the strategy rather than the portfolio. Glad you liked it :)
@@shankarnath same here- holding Quant- Active & Mid for myself & ELSS for my Wife.
Very good content, as always !!!
Appreciate that, thx Rajeev
You are the man, Shankar
Thanks 🙌
Thanks for the video Shankar.. Recently added a quant fund to portfolio and being a data analytics professional myself, feel good about the decision!
Nice work!
The USP of Quant MF explained with data points . It’s a data Analytics Co with an eye on the market and the environment. They have broken the myth of high turnover ratio is bad . If done properly based on data Analytics, surely adds up great returns . But the Fund mgr’s job is demanding and stressful . Kudos to Quant team and your team for the Excellent presentation 👍
I'm glad you liked my work. Thanks!
Thanks best VDO about Quantity mutualfund
So nice of you. Most welcome
Surely you are better than other so called financial influencers 👏
Thanks for the encouragement
Great teaching and content Sir... Even I was curious since a long time about how Quant outperforms in almost all equity categories... Your video answers this question... You taught quite a complicated concept in an easy and relatable way 😍 I like your video-editing, storytelling and the funny sketch that you played in the start 😃 I find your thumbnails also very funny and interesting, which almost always makes me watch your videos 😁... You are doing a great job Sir, please do keep it up 🙌
.
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Also a suggestion Sir, do start with a Hindi channel also at the soonest... I am aware shooting and editing takes quite sometime and you may have even thought about it. Most Indian audience are comfortable with Hindi and your channel growth may also boost.
Nonetheless, I'll keep continue watching your videos Sir and I always get so much to learn from you 😄
Thank you for your kind appreciation and encouragement, Suphil. Happy to know my videos are playing a small part in your financial journey
You are right. Duplicating content in Hindi is only going to take time away from doing quality research which will not help anyone. The solution is technology and I am awaiting my request for early access to Aloud dubbing program by Google which'll convert all my English videos into Hindi in a space of 10-15 minutes. That way all content will be available in English, Hindi .. and eventually in Tamil, Marathi, Bengali etc.
Namaste sir, i become fan of Your's after watching this video, great presentation sir
So nice of you. Thanks a lot
Thank you for the detailed analysis of quant schemes . I was skeptical but this video does instill more confidence . Personally I didn't find the starting "finding secret" part of the video exactly right ,but I did understand it later what was intended . Just putting out my thoughts. But thanks for the detailed analysis and consistently amazing contents sir.
Most welcome
Great videon, people will love and
I would also like if you can make a video or series on quant funds as well as trading style like that of medalion though it is quite a mysterious phenomenon.
Thanks. I'll add quant/smart beta funds to my content queue
Shankar Sir, I won't say videos as it will be disrespect to your priceless knowledge. Attending your classes from ET money been 2 years. Has multiplied my knowledge on investing. Thank you Sir
Most welcome and all the best Praveen
Great analysis. Thanks for sharing
Most welcome 🙌
Hello sir
Much awaited video on Quant. As usual analysis is great. Quant MF is a mystery at least for me. As a data analyst I am curious to know more! Hope to see you with Sandeep Tondon soon!
Thanks for the informative content.
You are right. While there is information available, it's not something the everyday investor is keen to understand or is not presented in an understandable way. I'm blaming no-one here, it's just how our brains are codified. I went through 8 or 9 interviews before I could process it into these 5 strategy pockets.
Thanks for the encouragement as always, Ejaj
Superb content again.
Glad you enjoyed it, Anil
I have no more words left to praise U ❤
Thanks 🙌
Why SOIC video released on quant today looks very similar. Btw the intro was mind-blowing, creativity 📈
And may your photographer become healthy again💐
Thank you for your prayers. Most RUclips channels decide way in advance what to make a video on. In my case, I decide atleast 2 weeks in advance and I'm sure that's the case with SOIC & Invest Yadnya who also posted videos specific to Quant.
An eerie coincidence but here's the thing .. your mind noticed this because this was a pattern from the ordinary. 99.5% of your times, your mind did not register that all three channels were posting different contents. I'm sure no one has ever complained saying "why is Shankar Nath, Invest Yadyna and SOIC posting different content pieces?". That's because our brains are trained to ignore disparate patterns and remember congruent patterns.
@@shankarnath True, thank u for pointing out elaborately, but our brain thinks in the form that every channel on same topic will give some different aspects and points. But I understand core concepts will remain same
Excellent & objective. 👍
Thank you!
Awesome content quality sir.
Much appreciated. Thanks Manish
@@shankarnath more than your content your humbleness is getting one more subscriber to you. Stay the same.
The intro is zabardast, I hope your videographer recovers soon 😁
Much needed video coz everyone is speaking about Quant in all categories. Also, as of now their AUM seems to be of concern, but looking at the returns, many investors are turning towards Quant. Have to wait and watch. Thanks as always 😊
Thank you Sachin. Prayers and high returns is what the doctor is recommending :)
Great one Shankar! I was discussing the MF style with a friend and suggested that there are 3 categories of Equity MF - Index, active and Quant MF (data/technical based). Keep it up!
Thank you Ashwin. Add a fourth - factor based (e.g. momentum, liquidity, quality, value etc.). While the Quant AMC type funds have shades of this .. the reason for bracketing it as a 4th category is because these factor based funds are a lot more transparent and clear-tracked. Just like active have index funds .. similarly quant funds have their factor (smart beta) fund cousins
@@shankarnath noted! Also, full disclosure, started buying quant mf (active and small cap) only after your video & analysis on ET. Thanks for this again!
@@ashwinsingh199 Me too! :)
Excellent , mind blowing , Zara hatke video
Thank you 🙌
Another excellent video ! I wish you cud hav brought some risk points as well with given strategies... that we shud consider if any !
Thanks 🙌
Creativity at the start of the video itself deserves a like
Thanks for liking
Excellent , but needs repeat viewing to let it sink in and retain it as you put it..
Take a bow sir ; explained so well
Thanks
Excellent video as always Shankar sir. I was wondering on investments being a combination of multiple factors like which style of investment to stick to, when to exit, how to include behavior in investing. That's when I got notification of your 🆕 video. It gives an interesting take on the above points. Will be eagerly waiting on future videos exploring this multivariate model strategy. Thanks!
Thank you for your kind appreciation and encouragement, Goutam
Very informative video!!!
Glad it was helpful, Shrenik!
This video is pure gold coz it speaks of the dark horse of mutual funds -
Quant MF! Would love an in-depth video on Quant Tax Plan & Quant Small Cap which are quite the audience favourites in past 3 years...
Thank you very much again, RDX. I have an ET Money video on Quant Small Cap Fund and Quant Active Fund. Let's start with that and do let me know if there are any hanging questions. Link: ruclips.net/video/Ktkv86NfdQ0/видео.html
Also, Quant Active and Quant Tax has an 80% overlap so the video will sufficient explain the Tax plan construct via the Active plan (www.advisorkhoj.com/mutual-funds-research/common-stocks-across-mf-schemes?category=All&schemes=quant%20Active%20Fund,Quant%20Tax%20Plan)
@@shankarnath my goodness sir ji. Excellent tool on advisorkhoj. BTW.. Its a great website for comparing SIP, lumpsums, SWPs etc of various funds. I didn't think of this. With this kind of portfolio overlap & the way Quant likes to play it a bit bold. I guess Quant tax plan offers two fold benefits - tax saving + investment. Plus the 3 year lock in of any ELSS shall promote disciplined investing for anyone wanting a taste of Quant funds!
Superb sir!!
Thanks a ton
Excellent analysis
Thanks 🙌
I can imagine after a couple years, your videos will have 50 million views. Keep doing good work
I wish! Thanks for the fine words of encouragement :)
Amazing content!
Thanks 🙌
Great content sirr👌👌😎😎
Thanks ✌️
Amazing Content!
Thanks!
absolutely fantastic
Thank you 🙌
Excellent overview of quant mf strategies.
Thank you!
You deserve 1 million sub
Thank you Sagar 🙌
Being an investor in quant MF I was happy when you made this video. One thing which was concerning me was their exposure to Adani and Patanjli stocks. And when Hindenberg report came, I was very much worried. Recently there were reports that Quant has completely exited from all Adani stocks and I don't see any Adani stocks in their portfolio now. Would be good if you could make a part two showing how their framework handled this risk.
Excellent presentation ,as always. Honestly 👍I could not understand the initial drama .
Many of my doubts were cleared about Quant fund house .
I was always skeptical that Mr Tondon's team may be doing some "jhol" but you cleared my doubts.
I am now convinced that they are proffessional five star hotel chefs, serving masses instead of classes.
Thank you Shankar and your team.
Thank you Rajeev ji. In my opinion, this would be a progressive understanding because of the way Mr. Tandon puts it -- "we'll go where the money is". The key is -- what parts of it we can use in our investing approach as retail investors? I liked the multiple models, behaviour as an input & multivariate analysis part
Excellent Sir.
Many thanks
After listening to your video on quant fund in ET money , did some comparison and started SIP in 2 of quant funds .
Good to know!
Thank you Sir 🙏🏻
Most welcome
wow! A must watch video for every investor. Great Job once again Shankar. Hats off to your unbiased explanation. I noticed few Distributors still reluctant to go with this fund. Its too late to wait for 5+ years to confirm the AMC's performance I feel.
Thanks a ton. Glad you liked it, Ravi
Sir, keep making such informative videos. Please make some videos on valuation ( DCF, comparables, asset based valuation, liquidation, SOTP). Really want to learn how we value company and assets. Thank you !!
I am following you since the time when you were a part of ETMoney. Hats off sir. I really appreciate your lucid style of explanation. Just one suggestion please make videos on core finance topics as well like valuation, financial analysis, portfolio management etc etc. Hoping to learn alot from you.
Thank you for your suggestions, I'll add them to my content queue.
Thanks Shankar bhai
Welcome 🙌
I remember u had done a video on quant funds during ur stint at ET money. That content was great. However, I saw this video with a prejudice that it won't be of ET money standards. But I am surprised sir, this one excelled in every manner. Some renowned youtubers/ brokers have even started to copy your content in order to make videos on quant mutual fund. But u r not like any other youtuber. Only few have been blessed with the level of intelligence u possess.
Thank you very much for your kind appreciation 🙌 Yes, as I receive more information and process additional stuff, my perspective improves. I'm glad you could see different in this presentation of Quant AMC.
best thumbnails every vide top on the other
Thanks so much for the kind words! I'm really glad you enjoy the videos.
Excellent work sir. I just have recently invested in Quant. I feel it is good decision
Thank you!
Amazing Editing Team and Concept..
Thx 🙌
Great sir ji
Thx 🙌
Good information...
Thanks