Wow, do you guys read the mind of your subscribers? Just yesterday, I was thinking about which one is better among momentum and alpha smart beta funds and here we have a video from you guys. Thanks team!
The 7 years rolling return shown in this video is different from actual data shown in NSE site. The data is twisted to show momentum and alpha is better than multi factor.Please check and correct it. For example the alpha low voltality 30 index 7 year rolling return is 19.1% vs 14.2 shown in this video. Similarly midsmallcap400 momentum quality100 7yr rolling return is 21.2% vs 17.98 shown in this video. So the second half of the video is factually incorrect. However I appreciate the first half. Crispy and clear explanation of alpha vs momentum
What a video, amazing ! Been into smart beta investing recently and this video made my job so easy. One request, kindly keep updating on these smart indices quarterly or half yearly so as to keep a track. Thanks again 👍
Very nice and insightful video. A common investor can easily benefit from this. Mutual fund investments are so easy with these analysis. Love you ET Money ❤
Hi ETMoney, would you like to review returns of multiple factor index like alpha low volatility index. Thats okay if the displayed information was incorrect while making the video, but we request you to please acknowledge if that was incorrect info or if we ourself got it wrong. Anyways wonderful stuff and analysis. It would really be appreciated if you hiys can comment in any discrepancy or not within the video to help us people better.
As each beta fund has a different universe for selection, it would have been better if they were compared against similar benchmarks rather than comparing all these beta funds to a benchmark. As usual classy, data based and informative. Thanks to ET money team.
Completely perfect video with all required parameters comparison that too on perfect time. Thanks for such insightful content. Can you please make a video and explain complete methodology "How to calculate Alpha Score & Momentum Score" starting from stock selection (Nifty 500) to Final score of that stock (Alpha and Momentum both) and then making an Index by same method of Nifty Indices. Would be great help to investors.
Pls make videos on How NSE selects stocks on momentum and alpha index, so that users can create their own stock portfolio based upon such research through their own universe
You did it just looking at the trailing returns. During a bear market you will see massive drawdowns and your total CAGR/XIRR will come down significantly. Hope you would be able to stomach it!
I was researching about this factors in the morning here you are came excellent video.my request to is compare momentum vs value vs alpha indexs and make an video on it.
Hi Etmoney team, very informative video. Thank you for doing all these hard work. Could you please also make video on 200 Momentum 30 index VS BSE enhance value index? Thank you in advance. GOD BLESS
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family. Will surely share your suggestion with the team.
@@ETMONEY Hi ET Money team, very glad to be a subscriber of you. I request you to share your thoughts on ICICI Prudential Regular Savings Fund, ICICI Prudential Passive Strategy Fund, please do a video on these both funds 🙏🏻 thanking you in advance
Hi..it's very nicely explained video to common man.. Can you make a video for Index fund vs momentum fund vs active mutual fund pl? Example is Nifty midcap Index fund vs edelweiss midcap 150 momentum 50 index fund vs motilal Oswal midcap fund?
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family. Will share your suggestion with the team.
Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family. We have talked about the BSE Momentum index in another video: ruclips.net/video/MxJZ4yToakA/видео.html. As of now, there is no fund based on this index.
What is Nifty alpha 50? Does it pick the best 50 stocks based on alpha among the top 500 listed companies? Or it picks only from the large and midcap space?
Good Day Sirji, Hope All Is Well At Your Side !!! These all alpha. momentum etc. are non-sense. Nifty Next 50 fund is there to beat Nifty 50. Retail investors just need 1 Nifty 50 and 1 Nifty Next 50 index funds in their portfolio. Correct ME if I am wrong? Thanks & Regards, 🙏 These all funds (alpha/momentum) are money making strategies of SEBI and MF house.
Mail received from Mirae Asset says all equity ETF FOFs will have 15% tax , both for short term as well as for Long term. I wonder why M.A. is bent on launching equity ETF FOFs when it has higher taxation (after 1st April 2023). Corresponding Index Funds instead of FOFs would have been in the best interest of investors.
Hello, we have reviewed both these funds as part of our fund review playlist. We recommend you to watch their videos. Link to the playlist: ruclips.net/p/PLeKo6nJG1Qj3Qp6gA84SUGVAAL8zAPfHD
what about Actively managed momentum funds (Samco momentum and Quant Momentum fund). is Their portfolio structure similar to Index momentum funds? Of these, Actively managed momentum funds, Index momentum funds, Alpha funds, which is performing better. Please comment sir.
Actively managed momentum funds have a very limited history. We have talked briefly about these funds in this video: ruclips.net/video/MxJZ4yToakA/видео.html
Thanks for your suggestion. Will share it with the team. Please check this video also, where we have talked about value funds: ruclips.net/video/VNmX4Ke2bOU/видео.html
Thanks for the video. I think it would have been good if ET Money had commented on if one should do Lumpsum and SIP investing in these funds and also what impact on timing it would have for lumpsum investing. Thanks.
For equity, it's advisable that you invest through SIPs. You can also do periodic lump-sum investments. We have a video on this theme at ruclips.net/video/vO4zS2c-AFk/видео.html
Guys I have 10 lakhs lump sum thinking of 4 in large cap 3in mid and 2in small and 1 in flexi ..is it good time to lumpsum suggest strategy please soon
Wait for sometime.... Let the market correct little bit.... Or just do avoid your fomo you can start a SIP with the same percentage and once you catch the market correction you can invest the rest amount in bearish market.... But my suggestion is wait for lumpsum... Just go for SIP so you will get good average buy price in the end... All the best
Thanks for your suggestion. Will share it with the team. Please check this video as well, where we have also talked about value funds: ruclips.net/video/VNmX4Ke2bOU/видео.html
Hello, yes till recently there was only an ETF tracking Nifty 200 Alpha 30. But Mirae has launched an ETF Fund of Fund tracking this index. So, you can consider it if you wish to invest in this index.
Now all momentum/alpha etfs or funds will more tax burden not only for end customer but also for themseleves ie if they by and sell im short tem.they aslo get tax and this tax will be passed on to endcustomer linke us as cost..and post this cost we pay additional.tax..
If tax is your concern then don't bother investing in MFs or ETFs at all just pick your own stocks because every ETF and MF changes their portfolio the entire purpose of these AMCs is to buy and sell on our behalf because we can't take advantage of market volatility. And please don't say anything just to make comment have you checked expense ratio of Quant MFs which entirely changes their portfolio multiple times in a year? Look at their expense ratios, so tax isn't as much of an issue as you're making it.
Too late video, what's point showing past performance....let find out now...mutual funds which will survive after 40-50% market fall from today onwards
Click here to watch this video in Hindi
ruclips.net/video/CRNmMIfan9E/видео.html
Wow, do you guys read the mind of your subscribers? Just yesterday, I was thinking about which one is better among momentum and alpha smart beta funds and here we have a video from you guys. Thanks team!
Your mind has been hacked now 😅
@@deekshaseth459 😂😂😂
I was searching for the same topic as well but couldn't get a video prior on it. ET money understands their viewers well!
I am not sure of ET Money reads our minds.. But, Google definitely does. 😂😂
Exactly, I was exploring comparison of both funds😂
The 7 years rolling return shown in this video is different from actual data shown in NSE site. The data is twisted to show momentum and alpha is better than multi factor.Please check and correct it. For example the alpha low voltality 30 index 7 year rolling return is 19.1% vs 14.2 shown in this video. Similarly midsmallcap400 momentum quality100 7yr rolling return is 21.2% vs 17.98 shown in this video. So the second half of the video is factually incorrect. However I appreciate the first half. Crispy and clear explanation of alpha vs momentum
where to check rolling returns on nse
Exactly, even I noticed the same after you pointed out.
What a video, amazing !
Been into smart beta investing recently and this video made my job so easy.
One request, kindly keep updating on these smart indices quarterly or half yearly so as to keep a track.
Thanks again 👍
Perfect video on perfect time,could not able to backtest on momentum funds, now have a good clarity, thanks for the video 🥰
We are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.
Very nice and insightful video. A common investor can easily benefit from this.
Mutual fund investments are so easy with these analysis.
Love you ET Money ❤
Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.
Hi ETMoney, would you like to review returns of multiple factor index like alpha low volatility index. Thats okay if the displayed information was incorrect while making the video, but we request you to please acknowledge if that was incorrect info or if we ourself got it wrong.
Anyways wonderful stuff and analysis. It would really be appreciated if you hiys can comment in any discrepancy or not within the video to help us people better.
This is simply quality work. Looking at the data and not adding any personal bias.
As each beta fund has a different universe for selection, it would have been better if they were compared against similar benchmarks rather than comparing all these beta funds to a benchmark.
As usual classy, data based and informative. Thanks to ET money team.
Please share this video with your friends and family as well.
Two Best ETF in market (1) Kotak Alpha (2) Icici Momentum MOM30IETF
Investing in Tata Midcap Momentum 50 Index from NFO and returns are exceptional in bull and better than peers in bear market.
Superb presentation and simple language. Good work! 👏
ET guys are always come up with very informative videos.
Nothing pleases us more than knowing that our content proved useful to our viewers. Do take out time to share it with your near and dear ones as well.
Thank you team for all these analysis. Its only platform where real analysis is done.
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Thanks for the nice summary! Loved it.
Very insightful and informative.
Very good analysis and useful for investment.
This follows me since april thank you guys
Tata AMC has recently launched a NFO : Nifty 200 Alpha 30 Index Fund (Mutual Fund).
Please make a video on it.
Completely perfect video with all required parameters comparison that too on perfect time. Thanks for such insightful content.
Can you please make a video and explain complete methodology "How to calculate Alpha Score & Momentum Score" starting from stock selection (Nifty 500) to Final score of that stock (Alpha and Momentum both) and then making an Index by same method of Nifty Indices. Would be great help to investors.
Glad it was helpful! Do share it with your friends and family and help us reach more people.
Pls make videos on
How NSE selects stocks on momentum and alpha index, so that users can create their own stock portfolio based upon such research through their own universe
I already invest in Nifty 200 Momentum 30 and Nifty Alpha 50
You did it just looking at the trailing returns. During a bear market you will see massive drawdowns and your total CAGR/XIRR will come down significantly. Hope you would be able to stomach it!
What if I am planning for long term .is it good to invest in it or not@@koustavpoddar
Compare NIFTY MIDCAP 150 MOMENTUM 50 Index VS ACTIVE MIDCAP FUND.....which one good for long-term
I was researching about this factors in the morning here you are came excellent video.my request to is compare momentum vs value vs alpha indexs and make an video on it.
Good to know you liked the video. Thanks for your suggestion too. Will share it with the team.
Hi Etmoney team, very informative video. Thank you for doing all these hard work. Could you please also make video on 200 Momentum 30 index VS BSE enhance value index? Thank you in advance. GOD BLESS
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family. Will surely share your suggestion with the team.
We have been waiting for this comparison, thank you ET team.
Our pleasure! Do share it with your friends and family and help us reach more people.
@@ETMONEY Hi ET Money team, very glad to be a subscriber of you. I request you to share your thoughts on ICICI Prudential Regular Savings Fund, ICICI Prudential Passive Strategy Fund, please do a video on these both funds 🙏🏻 thanking you in advance
Your analysis is simply genius 🎉😊
Please also add overlap between similar categories of funds example nifty 200 alpha 30 and momentum 30
Thank you for this very very useful video. Thanks a lot.... Please make such kind of videos in future.
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Thanks for video, this is best comparison of strategy indices ...
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Very Good Analysis. Nicely presented. Thanks.
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What a analysis sir! Hats off
Please correct : it is small cap 250 momentum quality 100 in time 10:80 mins
Hi..it's very nicely explained video to common man..
Can you make a video for Index fund vs momentum fund vs active mutual fund pl?
Example is Nifty midcap Index fund vs edelweiss midcap 150 momentum 50 index fund vs motilal Oswal midcap fund?
Thank you so much for such an insightful video and the pains taken by you
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Excellent analysis. Thank you 🙏. Sharing with my friends.
sir easy to understand thanq
This is what I have been looking for ...
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Really wonderful excellent video
So active momentum fund can take advantage of both ho about investing in quant momentum fund?
At 11:48 you say Nifty Midcap Momentum 30. However it should be Nifty Midcap Momentum 50. Good video. Thanks!
Thanks for highlighting that. Please share this video with your friends and family as well.
This is what I was looking for
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Very helpful. Thank you
Genius talk
Wonderful analysis
Please make Next video on Enhanced Value Index !!
Thanks for sharing this video 🎉
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One Doubt- These are all momentum funds so eventually one should go for 1 out of these or multiple bcz their stock selection
universe is diff
Excellent analysis! Kudos ❤
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Awesome
Perfect video in right time
Can you also compare one abt Value Indices which has recently delivered 100%
Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family. Will share your suggestion with the team.
Very good video
very interesting
Amazing
Median of 7 year rolling returns will make more sense than average of the same period.
Excellent clarity.
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Well explained.... Thank you...
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Very informative
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Thank you. very informative video. what about bse momentum index it has also delivered around 75% return in last 1 year
Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family. We have talked about the BSE Momentum index in another video: ruclips.net/video/MxJZ4yToakA/видео.html. As of now, there is no fund based on this index.
Pls upload videos on balanced advantage and aggressive hybrid funds
We already have a video on Balanced Advantage Funds. Do check it out!
Next level
I was asking for this momentum index for a long time. Thanks for this video.
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Top analysis 👌
The best. no nonsense
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Very insightful.
Please share this video with your friends and family as well.
Really very very good analysis
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What is Nifty alpha 50? Does it pick the best 50 stocks based on alpha among the top 500 listed companies? Or it picks only from the large and midcap space?
Out of top 300 stocks 50 selected
Insightful video 👌
Good Day Sirji, Hope All Is Well At Your Side !!! These all alpha. momentum etc. are non-sense. Nifty Next 50 fund is there to beat Nifty 50. Retail investors just need 1 Nifty 50 and 1 Nifty Next 50 index funds in their portfolio. Correct ME if I am wrong? Thanks & Regards, 🙏 These all funds (alpha/momentum) are money making strategies of SEBI and MF house.
That is my same doubt,I researching about it invest.Please correct this doubt with your aspect.
@@Anandjyothy_Adhi just purchase 1 nifty 50 & 1 nifty next 50. Enough
@@ganapatimahale4040 thank man because more videos are confusing for common man's decision makings
Awesome analysis 👌👍
We are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.
Mail received from Mirae Asset says all equity ETF FOFs will have 15% tax , both for short term as well as for Long term. I wonder why M.A. is bent on launching equity ETF FOFs when it has higher taxation (after 1st April 2023). Corresponding Index Funds instead of FOFs would have been in the best interest of investors.
Kindly tell which is best Nippon india small cap or SBI small cap for 29 years time
Hello, we have reviewed both these funds as part of our fund review playlist. We recommend you to watch their videos.
Link to the playlist: ruclips.net/p/PLeKo6nJG1Qj3Qp6gA84SUGVAAL8zAPfHD
what about Actively managed momentum funds (Samco momentum and Quant Momentum fund). is Their portfolio structure similar to Index momentum funds? Of these, Actively managed momentum funds, Index momentum funds, Alpha funds, which is performing better. Please comment sir.
Actively managed momentum funds have a very limited history. We have talked briefly about these funds in this video: ruclips.net/video/MxJZ4yToakA/видео.html
Bajaj holding profit margin 10 times. Tata investment 100% Reserve about 25,000 crores. WHY PRICE NOT GO UP HIGH? Make Analysis
Sir do some research on value funds.
Thanks for your suggestion. Will share it with the team. Please check this video also, where we have talked about value funds: ruclips.net/video/VNmX4Ke2bOU/видео.html
Upload videos on manufacturing funds
Thanks for your suggestion. Will share it with the team.
Thanks for the video. I think it would have been good if ET Money had commented on if one should do Lumpsum and SIP investing in these funds and also what impact on timing it would have for lumpsum investing. Thanks.
For equity, it's advisable that you invest through SIPs. You can also do periodic lump-sum investments. We have a video on this theme at ruclips.net/video/vO4zS2c-AFk/видео.html
Excellent.
Please share this video with your friends and family as well.
Nice.
❤🎉❤🎉
Sir I have one question
Why Alpha ETF and mutual funds give additional insurence free but why not other mutual funds and ETF?
Those are ulip policies
Is edelwise business cycle fund is alfa
Hi,
Edelweiss Business Cycle Fund uses a multi-factor approach. It uses a combination of 4 factors
Watched the vdo but still did not get it.....should one invest in both or just 1...and if 1 then which 1?
I guess both will create balance.......alpha 60 : momentum 40 or vice versa, as per risk taking ability
Guys I have 10 lakhs lump sum thinking of 4 in large cap 3in mid and 2in small and 1 in flexi ..is it good time to lumpsum suggest strategy please soon
Wait for sometime.... Let the market correct little bit.... Or just do avoid your fomo you can start a SIP with the same percentage and once you catch the market correction you can invest the rest amount in bearish market.... But my suggestion is wait for lumpsum... Just go for SIP so you will get good average buy price in the end... All the best
can you make similar video on value funds?
Thanks for your suggestion. Will share it with the team. Please check this video as well, where we have also talked about value funds: ruclips.net/video/VNmX4Ke2bOU/видео.html
@@ETMONEY can you do a video on factor fund indexes also on their returns vs benchmark for historic periods.
Please invest anywhere, as you please.
Govt will take 30%
Inflation will take 6% per year.
Cannot find kotak nifty alpha 50 MF to invest. Please check
Hello, there are two investment options tracking this index.
One is Kotak Nifty Alpha 50 ETF and the other is Bandhan Nifty Alpha 50 Index Fund.
@@ETMONEY Yes but I cannot find Kotak Nifty Alpha 50 ETF in your app
But there are no MF for Nifty 200 Alpha, better off with 200 momentum 30 and 150 momentum 50!
Hello, yes till recently there was only an ETF tracking Nifty 200 Alpha 30. But Mirae has launched an ETF Fund of Fund tracking this index. So, you can consider it if you wish to invest in this index.
Now all momentum/alpha etfs or funds will more tax burden not only for end customer but also for themseleves ie if they by and sell im short tem.they aslo get tax and this tax will be passed on to endcustomer linke us as cost..and post this cost we pay additional.tax..
If tax is your concern then don't bother investing in MFs or ETFs at all just pick your own stocks because every ETF and MF changes their portfolio the entire purpose of these AMCs is to buy and sell on our behalf because we can't take advantage of market volatility. And please don't say anything just to make comment have you checked expense ratio of Quant MFs which entirely changes their portfolio multiple times in a year? Look at their expense ratios, so tax isn't as much of an issue as you're making it.
Too late video, what's point showing past performance....let find out now...mutual funds which will survive after 40-50% market fall from today onwards
please do not go for M.A. FOF funds as they have higher taxation
@@hakim5939 see my comments given above.