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Why Momentum Investing is now 15% of My Portfolio? | How to Find Momentum Stocks | Momentum Funds
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- Опубликовано: 18 авг 2024
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Momentum as an investing strategy suggests that well-performing investments tend to continue their success while under-performers struggle. This might sound counterintuitive but historical data shows that a momentum portfolio does better than a market-cap or a value-style fund over many years. Notably, the Nifty 200 Momentum 30 and Nifty Midcap 150 Momentum 50 indices have delivered impressive returns, often surpassing broader market indices. Further, we look at several instruments including momentum index funds, ETFs, momentum smallcases and also actively managed momentum-based mutual funds. And in the last section of the video, I looked at various momentum strategies ranging from price momentum, 52-week high momentum, dual momentum etc.
👉 Video Chapters:
00:00 What is Momentum Investing Strategy
02:09 How to Find Momentum Stocks
04:18 Performance of Nifty Momentum Index
07:03 Investing in Momentum Funds, ETFs and Smallcases
10:28 Types of Momentum Strategies
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► Dual Momentum Investing by Gary Antonacci (book link) : amzn.to/3OLq698
#momentuminvesting #momentumstocks #momentumfunds
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. 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. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links
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Shankar, I am a follower of you from long time. One of your old video you mentioned about momentum funds and you mentioned about lumpsum investment on it. So I invested lumpsum in one of the nifty 200 momentum 30 fund on oct23, 2023 now till today it given 35.16% return on my investment. Before this fund I am a big fan of nifty next50 where I used to get around 17% return. Thank you for educating me on momentum funds otherwise I never came to know about it. I used to buy multiyear breakout stocks with good volume but now I am not doing any research directly putting money on momentum funds. Your really different from other content makers. I really like to appreciate your work. One day I will meet you personally and show my gratitude. Thanks shankar.
Thank you very much. I am glad you like my work & it is helping you improve your financial life and journey. Wishing you the very best.
@@shankarnath thank you.
@@m.ravikiran2243Sir can you please name the fund you invested in. Just curious.
@@Sandy_24365 kotak nifty 200 momentum 30 index
@@Sandy_24365pick any nifty 200 momentum 30. I picked Motilal Oswal, since it protects downside better than others. For ETFs in same category, pick hdfcmoment or momomentum
Started SIP into quant momentum during NFO. Very interesting video. Loved it. Thanks!
Great to hear that!
This man is soooooooooo good - every video has the stamp of quality, brilliance and all delivered with such simplicity and a lucid manner - The name is S.H.A.N.K.A.R. N.A.T.H.!
Loved the reference to Yuvraj's 6th 6😊.
The full monty
In the past I invested in MOMOMENTUM etf and never continued because of the poor volumes. Exited from it since it didn't do exceptionally well in a sideways market. Your recent videos have convinced me to enter again and hold tight. Great value and a new perspective in your video, as always!
Glad you found it useful
Why not stick to a momentum index fund?
@@the_penetrator because he will beat it.. Watch the video
Thank you very much sir I have started mutual funds about close to 3 years based on your RUclips videos and selected momentum as one of them. I can't thank you enough sir you made a difference to my thinking and my financial journey.
I'm happy my work helped you. Wishing you the best
👍🏼Great stuff. Value Channel. Momentum learning. Shankar ji you take up really interesting topics, with immediately usable info. That earlier value-momentum duo MF investing reel + this reel are satisfactorily enough for any commoner to have a easier going life(age be on their side). All the Best! 🔆
Thank you so much for the kind words and appreciation.
Based on your earlier video I have already started momentum investment
Thank you for good guidance
Glad it was helpful. Wish you the very best
Thanks for the goldmine of the info your sharing to the investing community. Your vast research with data backing is your USP. Please consider making a video on debt funds given your portfolio has major allocation to it and i think its best time now to have in one's portfolio too in terms of timing.
Shankar, thank you for spreading knowledge with your clear and no-frills delivery style. Right now I have 2 mutual funds running-one flexicap and other in small cap. Further to this video of yours, would like to add a momentum fund but need guidance on the following options: 1. Have two separate MFs-one largecap actively managed and one pure midcap momentum fund (NIFTY MIDCAP 150 Momentum 50) 2. A NIFTY 200 Momentum 30 fund that covers both large and mid categories. Which one would you suggest?
In addition to these, if I were to invest in a SWP plan with a lumpsum of say 50 L, will a hybrid fund be more advisable than a NIFTY 50 index fund?
Any inputs will be of great help
Hi Shankar,
What do you think about the following allocation for the long term? -- Mainly I'm thinking right of this is not correct.
I'm considering both the following funds as one fund only: with the idea of having Active as multi-cap and adding a bit more of flexi cap, just to add a little bit more balance in case general allocation of having 50% in small and mid-cap doesn't perform in a bear market but having a flexi cap fund which is managed aggressively from quant just to transfer bit more to performing market cap. I am not sure if this thinking is correct, but my calculations are giving me the following ratios for the last five years
=> Quant Active Fund = 30%
=> Quant Flexi Fund = 25%
Mostly Large Cap Focused Flexi Cap:
=> Parag Parikh Flexi Cap Fund = 25%
Special Allocation (20%)
=> Quant Momentum Fund = 10%
=> Quant Value Fund = 10%
Expected Portfolio CAGR: 29.38% (Not expecting this, expecting 15% in long run but with consistency)
Portfolio Beta: Approximately 0.91
Portfolio Alpha: 9.90
Great insights. You are the only one doing videos on advanced topics like this. Thanks alot. Helpful for us.
Most welcome. Glad this was useful 🙌
Following ur videos for last 3 months & found very informative. Ur videos on advanced concepts are simple & to the point. Invested lumpsum in Midcap 150 momentum 50 index fund & following it up with weekly SIP now.
Thank you very much!
Very informative vidio on momentum investing. What is the suggested duration investing in momentum funds in case of SIP mode?
Thank you. I plan to keep it forever
Nice to see this Shankar. Big fan of your Substack. One question though. So I recollect the 2 funds for
life video : Momentum and Value Fund. Although Momentum has many MF’s as you’ve covered here, Value doesn’t seem to have many MF’s. The only good one I saw was the Nippon Value 20. Can you Pl shed more light to the value funds that are available to us investors today? Thanks 😊
There are 2 more passive value funds as far as I Know. Nifty 500 value 50 offered by UTI/Motilal/ICICI fund houses and Another is Motila Oswall S&P BSE Enhanced Value Index fund
Thank you for this video. I am a rather conservative investor and honestly I wouldn’t have considered a momentum strategy earlier. But after having watched your video, I now think that it would be prudent to start with around 4% to 5% allocation of my portfolio to momentum and increase it in the next 2-3 years if it yields good results.
I have a full time job so I would have to look for a mutual fund or a smallcase to start with. I am thinking of starting with Motilal Oswal Nifty 200 Momentum 30 Index Fund.
I have watched some of your videos and I have always learnt something. Great stuff and please keep it up 😊.
Thank you very much, I'm glad my work is helping you
Great stuff, stay blessed.
Thank you Shankar for this information. Which MF using this strategy is advised by you for a common investor?
Most welcome 🙌 I didn't discuss any particular investing strategy but generally if you are keen on adding to your large cap stack, go for Nifty 200 Momentum 30 index fund and for mid cap, go for Nifty Midcap 150 Momentum 50 index fund.
Hi Shankar, I've been researching Momentum funds in the market, and I'm having trouble distinguishing between the Quant Quantamental fund and the Quant Momentum fund. Can you help me understand the AMFI category these funds fall under and how they differ from each other?
Hello. Both are thematic funds .. i.e. they are based on a theme/strategy. Quantamental is based on growth, value & quality factors .. while the Momentum Fund is based on the momentum factor.
Presentation on Quantamental: quantmutual.com/Admin/Pdf/Introducing-quant-Quantamental-Fund.pdf
Presentation on Quant Momentum: quantmutual.com/Admin/Pdf/quant_Momentum_Fund_Presentation.pdf
thank u sir. what you teaches us in this video is absolutely right. I'm already doing this along with my Longterm portfolio. wonderful video.
Most welcome 🙌
Your thumbnail and video editor are as genius as you❤
Thanks
Hi Shankar. Nice video. Can you let me know how it is possible to get the data of stock before 6 months as I want to verify myself also once. Thanks!
Thanks.
1.You can use screener.in where they publish "6-month return". So if the 6M return is 10% and today's stock price is 100, then please use .. 100/(1+10%) .. to arrive at the stock price 6 months prior.
2. If you want to extract the stock price directly, then please use Google Finance. There are many tutorials on the Internet on how to extract stock price on previous dates.
Great content with lots of data. Thanks for sharing . That's why I love ❤your contents, which are full of facts n figures.
Considering variability in index momentum in different years, is it advisable to invest in active momentum fund like Quant momentum fund. Your opinion matters a lot. Thanks.
Thank you for your appreciation. We have 15+ years of backtested performance data of the momentum indices as compared to Quant Momentum Fund's 3 months of performance data. I'm not sure how an insight can be developed from this, the data period is too little.
Thanks for your reply. It will surely help to make decision.
Rest of the thing market and time will tell, not in our hand.
Please make a video on HDFCQUAL which is etf of Nifty 100 quality 30 companies.
Thanks for the suggestion
Tabhi to for last one year I have been investing in uti 200momentum 30 index fund.
How has been your returns brother? And do you invest in lumpsum or SIP in momentum funds?
Shankar, is it a good strategy to go only invest in these momentum funds ( over Nifty 50) with a long term horizon assuming India has good years to come? Even if 10 good and 3-4 bad years we have I think returns will be more.
I believe it is; the historical data supports that & I haven't heard valid arguments yet on why Indian stocks will be devalued in the future
Hats-off for your dedication 🙏🙏🙏🙏 you deserve min 1Mn Subscribers
Thank you so much for the vote of confidence
Tq sir with great stuff
The Most undervalued channel have a high momentum
You're most welcome. So nice of you 🙌
Very unique video and very informative too
Glad you liked it 😊
Sir, is this the right time to start an SIP in Nifty 200 Momentum 30 if the investment period is 7 years??
Since the bull run has continued for a while. Is it a good time to enter Momentum funds now?
Your video contents are very thought provoking, and educational. I derived lot of value by watching your videos. Thanks Shankar for guiding me in thinking with altogether new perspectives.
Most welcome. I'm glad you like my work!
Hello Shankar Sir, Kudos to your research! Thankyou for simplifying complex strategies for us. One request, if you could also help us understand how exactly do you apply a screener considering that today is August 2023? As screener criteria applies only as of today i.e. current day
Hi. While I did this manually as there were only 10 stocks .. but to do it for 1000s of stocks I could have used the 6 month return that screener gives and back-calculated the share price.
shankar sir very well explained .. i have recently invested 2L in quant momentum fund on 06 feb and it is showing 32% returns which is quite strange . I can invest more ... shall i go for same fund or choose another fund like samco
In your view what is better choice between nifty 200 momentum vs midcap momentum. Thinking about switch from midcap 150 index fund? Just thinking 200 has broder mandate.
Apologies. I don't have an opinion on it currently
Sir please review my portfolio
Nippon India small cap
Tata small cap fund
Hdfc mid cap fun
Motilal Oswal Midcap Fund
Prag Parikh flexi cap fund
I have done 1st sip in those fund 1k each for long term
Please guide me regarding any fund change thank you
I want to add one more fund could u please suggest
Very good material. I'll add one momentum fund to my portfolio...
Glad you liked it
Shankar ji as usual you come up with new learning and most promising technique - Many many thanks
So nice of you! Thank you very much for your kind appreciation
Good work..
What if I put 100% fund in Midcap150 Momentum 50 ??
Thanks. The historical data is available on niftyindices for the Midcap150M50 index. You might want to look at that
Hi Shankar Nath, I am one of your regular viewers... request you to make a video on Jim Simmon and his investing style and whether that is still feasible??
Kindly accept my request!!
Thanks for the suggestion
Hi. Appreciate your videos. Interesting and informative. Can you point to some screening software that you mentioned at the start of your video? Thanks.
Thank you very much. I use screener.in .. the screengrabs in the beginning were also from there
@@shankarnath Thank you for your quick reply. Much appreciated.
@@npurushothaman Most welcome
Thanks for the very crisp and clear explanation with examples on all the aspects of momentum investment. The returns seem to be better than investment in invoice discounting options and short term investment with high returns and high to medium risk
Most welcome, glad you liked it. Please avoid comparing momentum investing (equity) performance with invoice discounting (which is an unsecured business loan) -- these are two different asset classes. Pls read more about the two of them independently on the Internet
Please also look into Nifty Alpha 50, which rebalances quarterly and invests in broader Nifty300 universe. I suppose it considers only relative momentum, please help
Thanks for the suggestion
Hie sir
U remember me last time on yr video
I had asked on momentum fund ..n
Later u had highlighted my question,,,,(,,,quant or samco)
The conclusion u shared was
Along wit sip momentum,one shod do a lumsum in momentum in the same fund ,where the outcome turns out to b Huge...❤fr this man
i starred momemtum in Feb 1st week, 2024. Outcome is not good till now. I know it will be good in a few more months. But some others who started in late 2023, dont use that as 'normal market condition'. Given passive momentum might have taken a beating, need to check if active momentum made a difference in past 3 months.
Hey Shankar...can momentum funds do shorting in bear market
Hedge funds definitely do that. I don't think it's allowed with mutual funds or index funds
Hi Shankar, Thanks for speaking about the Dual Momentum scores. I was wondering as to what's the significance of 'weight' in the formula. Mathematically if weight is increased we tend to give more importance to relative momentum? How to choose the weight and how does it translate investing philosophy? Please throw some light on it.
I'm sorry, I don't have specifics. If you are keen to know more about this subject, may I request you to watch some videos of Gary Antonacci (interviews/podcasts he has done). I'm sure he would have given some recent data/updates on weights in those talks. If you find something, appreciate if you can share the same with me too on email -- hello@beginnersbuck.com .. thx in advance!
Another Amazing Video Shankar, Thanks for keeping us educated
My pleasure. Glad you liked it!
Hi Shankar sir , could you pls tell me if investing in momentum ETF is better or momentum mutual fund ?
Hi, I've never really differentiated between the two. I guess the difference must be line with that of an MF vs ETF
I think it's better to go with a momentum based mutual fund compared to a momentum Smallcase, as there would high short term capital gains with small case as it will have frequent churning... Please let me know if my thought process is correct..
I've never tried a momentum smallcase so I'll not know but two points:
1. I don't choose investments based on taxes, I do it on the post-tax returns (are you expecting the same returns in the case of index fund & smallcase?)
2. The difference between STCG and LTCG is 5%. If essentially rebalancing offers 5+% returns then the differential will be made up
@@shankarnath though the difference between STCG and LTCG is 5%, the major difference comes with number of times the stocks are changed during the year.. majority of the momentum Smallcases have weekly or atleast monthly rebalance.. Pls let me know if my understanding is incorrect..
@@pradeeponthenet Sorry, as I said, I have not experienced a momentum smallcase so won't know this part.
Thank you ..Great learning. What's your view on Momentum Quality index? Is it having higher probability than momentum alone, in small caps?
Most welcome. Apologies, I haven't reviewed the multi-factor index covering momentum and quality.
Pls do 🙏
Sir, a huge fan of how you describe in-depth insights into investment strategies. As someone who is generally bullish, I'm interested in exploring momentum investing to enhance returns while managing risks effectively. Could you please shed some light on how a momentum strategy is managed if the market turns bearish? Is momentum investing through MF suitable for the long term, or should it be limited to shorter horizons like 6 months to 1 year, especially during bearish market phases? and How invested NAVs through MF are managed by AUMs during bearish markets!
Thank you for your insights.
Thank you.
1. Pls have a detailed discussion on this with your financial advisor since momentum will be a part of your overall strategy & it won't be looked at in isolation. In a bear market, most equity instruments tends downwards & so will momentum.
2. There is no generic view on this. You're comfort will be key. Kindly examine the data presented in the video & see if you are comfortable with it for the short or long term
3. Momentum index funds follow a documented strategy so they will be fully invested during bear markets; active funds might follow a different strategy (like reducing exposure if there are no clear opportunities or during bear markets) but since Samco & Quant are very new to this and haven't seen a bear market, we'll have to wait to understand the AMC's response.
mstock, 0 brokerage charges but regulatory charges (STT, stamp duty, GST) will be there
@shankar - I am in a situation and i hope you read my message and reply please. i have substantial amount of money in Axis debt funds. Now i want to move my money from debt funds to equity funds. here are my questions -
1. Which Axis equity fund would you recommend that I move my money for next 10 years?
2. Do you think it is a good idea to move my money 50:50 in Axis Value fund and Axis Multicap fund?
3. Axis does not have a momentum fund. hence should i withdraw my money and move it to a different fund house?
As the corpus is huge, please explore using the services of a fee-only financial advisor to help you with these queries and align your investment in line with your goals, cashflows, expectations, risk, liquidity and other factors.
Shankar you are the best .. The content is interesting
I'm glad you liked it
Hi Shankar, excellent video with simple strategy backed by data. I am watching from Bangladesh. As you mentioned its performed poorly in the bear or side ways market. So how would you consider adopting the technology when we don’t know or predict how the broad market will perform in next 3 or 6 months? Any insights?
Thank you very much, glad you liked this video. It's difficult to be 100% sure but there are always some markers. For example -- if the valuations are heavy (e.g. 26 or 27 PE for Nifty 50). Or if the corporate earnings are coming down i.e. Nifty EPS .. then these are indicators that the stock market is likely to go down. One can see this more clearly with sectoral indices. e.g. IT indices have not kept pace because the Nifty IT earnings growth has been quite flat (just 4%) in the past 1 year. This weighs in on the index performance.
As always, great content, thought provoking. Thanks Shankar
Thank you!
Its almost 6% of my portfolio, looking at te current market conditions do you think its good idea to invest lumpsum?
Since most of us dont get much time for research, is it advisable to invest in momentum mf like quant momentum
Once again brilliant content sir. From where did you find data momentum stocks data from August 2023 as mentioned in the video?
Thanks. I picked it up from one of the scheme's momentum indices factsheets -- using the Nifty 200 Momentum 30 index
Please make more videos on momentum investing
Thanks for the suggestion
@shankarnath Most index funds are rebalanced half yearly and some quarterly. The momentum funds probably see the biggest churn during the rebalance. Does it make sense to buy momentum funds when the markets are overvalued?
do you think the market is overvalued
I have heard about mstock zero brokerage facility also. So, can you please guide me to choose among brokerage platforms, by doing a competitive analysis among zerodha, groww, mstock or kotak neo etc (i.e. discount broker) ?? If you can tell it in your newsletter or may share some link to authenticate the comparison, I will be very much blessed. Anyway, big fan of your work.
I'll try. Thanks for the suggestion
Hi Shankar, for the switching strategy of momentum vs value, what is going to be tye tax implication of switch, on returns? Is it possible to explore!
Tax will have to be paid on the sold units -- between 10 to 15% of the capital gain depending on which ones are STCG and LTCG applicable
Superb & Useful information Video 📸
So nice of you. Thanks & glad you found this informative
Thanks for such a lucid and wonderful presentation. Liked it.
Please suggest a strategy to be adopted during bear or dull phase. Thanks in advance.
Most welcome. You might want to look at this video too: ruclips.net/video/aYHRTPTDtNk/видео.html
13:19 I have applied Dual Momentum strategy on Nifty 50 stocks over past one year against nifty 50 benchmark (50% weightage each on absolute and relative momentum).
I noticed that top 10 stocks with high dual momentum and top 10 stocks with high relative performance (% performance) are one and same, as benchmark value (NIFTY 50) is constant. Whether my calculations is correct or should I change the benchmark. Please suggest.
Thanks in advance.
13:19 I have applied Dual Momentum strategy on Nifty 50 stocks over past one year against nifty 50 benchmark (50% weightage each on absolute and relative momentum).
I noticed that top 10 stocks with high dual momentum and top 10 stocks with high relative performance (% performance) are one and same, as benchmark value (NIFTY 50) is constant. Whether my calculations is correct or should I change the benchmark. Please suggest.
Thanks in advance.
Hi Shankar,
Can you share a comparision between active and passive momentum funds. Along with smallcase which is the best.
Also SIP vs Lumpsum in Momentum fund.
Really like your videos.
Hello Priyank ji
1. The comparison between active & passive momentum is there in the video itself - pls have a watch.
2. Which smallcase (I'm assuming you mean within momentum) is difficult to answer. Smallcases are closed communities i.e. we don't know much about the portfolio, sectors, weights etc. Its the smallcase owner's proprietary logic so it's difficult to compare. I connected with the smallcase team on giving me access but since these are propreitary, they couldn't offer me one -- which is understandable & I'm glad they respected the owner's rights
3. SIP vs lumpsum in momentum fund is not clear. May I know what you need here? If it's returns please use valueresearchonline.com or moneycontrol.com or advisorkhoj.com for the same. They have a lumpsum and SIP returns calculator there
Very very timely video Dear Shankar. Thanks so much.
You're most welcome 🙌
Hello Shankar
Insightful video.
Sorry If I missed it, but have you checked how a momentum portfolio performs in the period of a downturn? Given that the momentum stocks ran up faster than the market, do they also correct more in a downturn? In summary, is this an All-Seasons strategy or only for inveting in Bullish phases of the market?
Thx! Momentum's perform in periods of downturn was discussed in this video in tabular and graphical form. Pls have a watch of the video again.
Hi Shankar,
Market is at all time high , is it right time to invest in momentum funds or index ?
Hello Saurabh, my study shows momentum markets do well in bull markets and poorly in bear markets. Markets being at an all-time high in not indicative of bull or bear markets
Thanks for the video.
What is the difference between momentum and quantamental approach? Example, quant MF has fund for each approach.
Most welcome. Sorry, I have not looked at quantamental.
I find almost all equity schemes of quant include momentum stocks and hence their portfolio churn happens frequently. Also that also may be the reason they fail more than their indices when mkt falls...
Sir what about S&P BSE momentum index ?
@shankarnath, I have been following your videos from many years. I really appreciate your efforts and insight on the content you provide and I really see a value watching to your videos. Thank you.
My question: I am able to save some money from my salary which I am investing in to mutual funds through a SIP and I stay in rented house and I am the only earning member. Here my query is I have dream to buy a house but with the same SIP amount I need to plan for my retirement, child’s education, emergency fund etc. If I take a home loan I can pay the EMI through existing house rent partially and remaining amount I have to pay through my SIP amount which could affect my retirement plan and child education. Moreover I need to spend all my existing entire savings as a down payment and I am worried will I become financially in-secured. Please help me plan how to buy a house efficiently. Thanks in advance for your help 🙏🏼
I have build positions in momemntum fund for last 6 months and will continue till election results or fed rate cut which are trigger points for another rally . Suppose both these points are triggered within 6 months and then markets starts correcting .
What is your exit strategy for momentum funds . Do you partial books the profits in down markets and rotate in value funds ?
I prefer using a 50:50 with re: momentum and value. The historical datastudy I did shows a rolling return of 15.3% across tenures which I find pretty acceptable. For more details, please watch: ruclips.net/video/aYHRTPTDtNk/видео.html
@@shankarnath but don't you think when markets are high probably lean towards momentum and when markets are down lean towards value funds .. 70% momentum when markets are touching high and then 70% in value ...
@@priyank618 I don't think so
Hi, Shankar. I am follower of you since long time. Its because of you, I developed more faith in Index funds.
I would like to know your view on Nifty 500 Value 50 index fund. Based on the performance and expense ratio can this index fund be considered as an alternative to muticap/Flexicap funds???
Thanks
Hi. I'm glad my work has helped you. I have not reviewed the Nifty 500 Value 50 index fund in isolation, maybe I can queue a video on value investing in the future a bit like this momentum video where I presented indices, performance, investment options etc.
Very informative video, Shankar! If I may ask, what funds are you considering for your momentum portfolio?
Thank you. I have 2 index funds - N200M30 (for 3 years now) and NM150M50 (recently started, 4 months back)
Just like a wow..Hats offti you Sir❤
Glad you liked it!
Awesome work Sankar.
Thank you
Insightful...Thank you for sharing
Most welcome
Absolute Quality content Shankar ji.. Inspired by your videos and little research from myside;one of my family members started investing in Nifty 200 momentum 30 index recently..Thanx again..May the MOMENTUM be with us !
Thank you! All the best
Hey Shankar Could you please let me know if Samco active momentum fund is a good investment option?
I don't have historical data to present an opinion. Can I circle back when I have more info on that front?
sir, can you compare Nifty Midcap 150 momentum 50 with peer groups.. Bull and Bearish market returns
Thanks for the suggestion
Sir, Recently i have been following your videos and they are very well driven and the way you present the data points makes our life easier.Can you please post an informative video on what are the different ways an investor can choose from if he is willing to pay more and invest more.
Thank you. I didn't understand your question. Can you please rephrase it and ask a specific question rather than a broad one?
Great Insight . Thank you
You're very welcome
Excellent content🙏
Thank you 🙌
Thank you very much Sir.
Most welcome 🙌
Thanks sir. Appreciating your efforts. Please tell me how I should allocate funds in my portfolio for 10-15 yrs.
25-30% momentum fund(nifty 200 momentum 30 & midcap 150 momentum 50)
15% liquid or debt funds
20-25% nasdaq 100 index
30% balanced advantage funds
Pls correct if I am wrong anywhere.
Kindly watch these videos for a better understanding of the same:
ruclips.net/video/R_f2HenF1cQ/видео.html
ruclips.net/video/VEwLxHVMhh8/видео.html
ruclips.net/video/bN5QdxY3RVs/видео.html
Any better MF scheme tracking this to consider?
Plz advice
How you correlated sir yuvi sixes
Nice and interesting concept, can we expect analysis of active vs passive momentum fund
Thank you. Curious to know -- what do you want to know other that what I have explained in the video with re: active and passive momentum fund?
Hi Sahnkar sir, thank you very much for opening my mind. I was investing in nifty 50 index for very long time. But looks like this is better. So i am gonna stop nifty50 index and plan combo.
Qq, planning to merge momentum and value as discussed in other video.
I found s&p BSE enhanced value indux fund (motilal Amc offers a mf) gave good performance compared to Nifty 50 value 20.
Can you please share your toughts.
Thank you. Apologies, I have not analysed the S&P BSE Enhanced Value Index fund or the Nifty 50 Value 20 index fund in detail. I'll circle back once I do that.
Hi Shankarnath Ji, is there a formula to find out the momentum stocks as on a particular date in screener? In this video case, how did you found out the list of momentum stocks as of Aug 2023?
Hello. I couldn't find any such backtesting loop so I did it the hardway. Steps:
1. Extracted ~800 stocks (after applying an mcap filter) on the basis of it's 1 year return from screener.in
2. For the same stocks, I extracted the 6 month return
3. 1 year return minus 6 month return gave me the stock returns from Feb 2023 to Jul 2023
4. The top stocks have momentum so that becomes a part of the Aug 2023 momentum list
Thank you. Thats a very good application.
Thank you Shankar..very insightful information and would look forward to momentum fund in my portfolio..
I have a request and hope you read my comment..I would like to know your thoughts on insurance sector for time frame 5-7 years..I am bullish on HDFC life due to its brand value. However, i see SBI life is also good from valuation perspective..confirming if you can compare and let your thoughts know on these 2 stocks and which one to pick for next 5-7 years..thank you..
Most welcome. I haven't analysed HDFC Life or SBI Life recently so have no views on it. But to improve your own decision making, may I request you to watch this life insurance industry analysis on how to decide on one stock from another. ruclips.net/video/qiCCj936n9E/видео.html
Superbly done...
Thank you
Sir please make a vedio on stock pledge similar to tax harvesting also on wash sale. I mean i was reading about these ideas and want to get a better clarity on it.
Something like wash sale for loss booking and also for mutual fund pledge or stock pledging
Thanks for the suggestion
Momentum strategy would work well with sector rotation
If 15% is momentum style of investing than what other style do you prefer and your allocation??
Pls watch my video on long term investing for the allocation. It's the one with the thumbnail with a monk
Hi Shankar, if i were to use the sceeener idea depicted in the video, should one even worry or be concerned about the P/E? I am new to all this so please bear with me in case I have asked the obvious. Thanks
Momentum and PE are two different factors. You can choose to adopt a single factor approach or a multi-factor approach. You can know more about factors here: ruclips.net/video/H9pJcu3YQOk/видео.html
Valuable content ❤
Thank you!
Can you please check about quant VLRT strategy. It seems working very well.
I have a video on Quant and their VLRT framework. Pls have a look: ruclips.net/video/WqFMhqRhVbw/видео.html
Would you say 1% expenses (2% with transaction charges) is ok or too high for a PMS
I haven't invested or analysed a PMS, so it won't be right of me to comment on expenses. But generally, I look at post-expense returns as that's what matters. A case in point is RenTec which charges a 5-10% expense ratio but has been performing at 60% p.a. returns or something.