I'll Select These TWO Mutual Funds for my Lifetime Investing Portfolio

Рет қаралды 500,589

Күн бұрын

► Need Term or Health Insurance?
Schedule a free 30-minute consultation : ditto.sh/0bxlo5
► 26,000+ readers have joined my Investing Newsletter
Subscribe Now : shankarnath.com
If you've ever wondered which two mutual funds could form the cornerstone of your lifetime investment strategy, you're in for a treat. In this insightful video, I've break down the optimal pairing which is a combination of momentum and value funds. The core of this video is a study I conducted with 17 years of data which aimed to understand :
a) how the momentum strategy and the value strategy have performed in isolation
b) how does it work as a 50-50 combination
c) what are the yearly returns and the rolling returns
d) I also introduce the concept of a "momentum-based switch method" which makes changes based on the market conditions
e) And also a "PE ratio-based switching method" which depends on the Nifty 50 price-earning ratio
Since this journey isn't just about numbers; it's about gaining an edge in the market. We invite you to explore the attached worksheet in the video description, allowing you to experiment with different combinations, variables, and strategies. This worksheet can be accessed here: docs.google.com/spreadsheets/...
Use the code SKN20 for 20% Discount on Quantitative Investing Strategy course fees
👉 fisdom.academy/courses/Quanti...
👉 Download the Fisdom app:
fisdom.onelink.me/VCH6/Shanka...
👉 Video Chapters:
00:00 Two Mutual Funds for a Lifelong Investing Strategy
01:27 What is Momentum Investing and Value Investing
04:42 Combination of Momentum and Value
07:25 Momentum-based Switching Strategy
09:38 Value-based Switching Strategy
10:43 Shankar's Viewpoint
🙌 Join my community on:
‣ KZfaq: / @shankarnath
‣ Instagram: / shankarnathofficial
‣ LinkedIn: / shankarnath
‣ Twitter: / shankarnath
#longterminvestment #momentuminvesting #valueinvesting
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

Пікірлер: 957

@shankarnath 11 ай бұрын

We generally think only in terms of market caps and don't think in terms of strategies. A secondary objective of this video was to get us investors to explore these alternatives (momentum, value, low volatility, quality etc.) that are available to us. Personally, I made this change in my own approach in these last 2-3 years & it's certainly helping. As an extension, please also watch my data-rich video on Factor Investing for a better retention of the concept: kzfaq.info/get/bejne/fp-gfcammL-1f58.html

@aloksharma3712 10 ай бұрын

Superb sir. You are a scientists. this is great thing. Are you invested entire portfolio in this strategy or partial?

@shankarnath 10 ай бұрын

@@aloksharma3712Partial. These strategies go into my opportunity portfolio which is expected to give me more returns and I don't mind the short term volatility.

@user-cr6im3ke5g 10 ай бұрын

Hii sir can u suggest any mfs for the strategies discussed in the video

@saketlal8348 10 ай бұрын

Sir, the monthly numbers you posted for "NIFTY 200 MOMENTUM 30 TRI" are not the same as what I downloaded from the NSE website. Any reason why this difference? Also, if most of these 30 companies are already present in other mid-cap & flexi cap funds then it may not be very relevant and might end up overlapping.

@shankarnath 10 ай бұрын

@@saketlal8348 1. You might be downloading PRI data and not TRI data 2. I understand your quandary; I think it is next to impossible to find two funds in the large and midcap domain that will not have some overlap.

@user-kg9cm8qy3u 7 ай бұрын

Great idea! I believe we can further improve the returns by adopting a slight modification to the Switch based returns: During down trends, even Value Funds suffer significant corrections. Hence whenever the momentum index returns for 3 consecutive months is more than -20%, switch the entire investment from both the funds or at least from the Momentum Fund to Money Market Fund.. This is just a theoretical guess and needs to be verified.

@sacphilip 11 ай бұрын

the backtesting without any filler lines to extend the length of the video, honestly this channel deserves a lot lot more! Well done!

@shankarnath 11 ай бұрын

Thank you!

@anupammahor 11 ай бұрын

Just pick three funds: Nifty 50 Index Funds One midcap funds One small cap funds You’ll end up making 14-17% CAGR over the years. Thinking less can create wealth rather than always doing something and complicating things.

@vishaldz 8 ай бұрын

@@keerthi4513 Not at all. Most of the funds would not be able to beat the index,,. lest there would not be so many mutual funds with so many permutation and combinations. Once a year this funda works and once a year another works.. in this way.. its all about working out with different reasoning.. however no one knows what really works. All that matters is results at the end... also to add every mutual funds tries to beat the relative index.. which by definition means the index is the standard.

@kamalbardia8203 8 ай бұрын

Very nicely explained

@kishankalariya 7 ай бұрын

Yes, small cap index fund beats most of active funds of that category and similar story for other indexes as well

@kamalbardia8203 7 ай бұрын

I prefer UTI Nifty 50 fund.

@aadeshgwal3777 7 ай бұрын

Completely agree with you.

@neprammalemnganba2565 11 ай бұрын

You're a gem of an individual Mr Shankar, keep up the good work and hope fortune shines over you and your family.

@shankarnath 11 ай бұрын

So nice of you. Thank you very much for your good wishes 🙌

@dheerajkukal8475 11 ай бұрын

This channel is available at a good PE in terms of learning and one can expect huge MOMENTUM on this channel 😊. Thank you Shankar sir for all the learnings you share.

@ramlingwarad9525 11 ай бұрын

Perfectly explained about this channel

@shankarnath 11 ай бұрын

Thank you very much! I'm happy to be playing a small part in your financial journey

@imdeonewhoknocks 8 ай бұрын

This video is very convincing in terms of strategy. I am going to go 50-50 on these two index funds for next 10 years.

@pulinsamantray6571 11 ай бұрын

Both Sankar Narayan n Sankar Nath are excellent data presenter n having very good grasp over mutual fund investment. They seems are compassionate to each single investor for his every penny. These people make the investment decisions easy for a lay investor. Respect. 🙏🏼

@shankarnath 11 ай бұрын

Thank you very much, Pulin ji. I'm glad you like my style of presentation and the video content.

@DrShaikAhmad 6 ай бұрын

This is by far the best and a very quantitative approach and presentation on fund selection. 😊 Awesome simply awesome

@shankarnath 6 ай бұрын

Thank you so much 🙌

@GenuineSmile2018 10 ай бұрын

Wow! What a finding. Invented a financial concept 'momentum based switch'. Detailed analysis, exemplary knowledge. Truly impressed. Thanks a ton, a small token of gratitude - Siva from Bangalore

@shankarnath 10 ай бұрын

Thank you very much Siva for your kind appreciation and for this gratuity. I'm happy you found this useful & a secondary objective here was to get investors to look beyond market caps & evaluate their own portfolio using the strategy as the engine. Glad you like it!

@srikanth4486 10 ай бұрын

Hey! I have a doubt & it's bothering me a lot, whether we have to switch our SIP amounts or we have to switch our entire money that's invested in the funds?

@AG444FF 6 ай бұрын

@@shankarnathsir please give answer to this query

@shankarnath 6 ай бұрын

@@AG444FF Please go through some of the other comments. This question has been asked & answered multiple times

@AG444FF 5 ай бұрын

@@shankarnath ok thanks sir

@sumitgupta2k5 4 ай бұрын

@shankarnath Could you suggest gain analysis on possibility on buying nifty 50 index fund + hedging long term expiry index put option ?

@prime8krish 5 ай бұрын

Is there any platform that can support codifying the momentum based switching, or PE based switching automatically for retail investors?

@sundaraditya1266 8 ай бұрын

Really good video sir. Very few good youtubers like you with futuristic outlook. Thanks

@shankarnath 8 ай бұрын

Most welcome. I appreciate that!

@khudanpursandeep 11 ай бұрын

Absolutely brilliant! Thanks a lot for sharing the worksheet!

@shankarnath 11 ай бұрын

My pleasure! Please write back if you figure an alternative strategy or tweak that can help improve returns or reduce volatility

@harshitbansal1356 11 ай бұрын

Sir you never disappoint in bringing out such unique data backed topics which hardly anyone talks about 🙌

@shankarnath 11 ай бұрын

Thank you very much Harshit ji. Glad you liked it

@amoljain4604 11 ай бұрын

Hello Sir, another amazing video with a new way of looking at things. However i do have one question regarding the momentum and value funds. Are the funds selected by you for the video equity funds or index funds?

@shankarnath 11 ай бұрын

Thanks. They are equity and index funds.

@satyaswaroopc5865 11 ай бұрын

Shankar speaks world listening. Only content no cut outs. Thank you sirji

@shankarnath 11 ай бұрын

Most welcome 🙌

@navneetnsit09 11 ай бұрын

Always exceeding expectations. What I really like about this channel is using data extensively.

@shankarnath 11 ай бұрын

Thank you very much! Glad you liked it

@virajcghatlia 6 ай бұрын

Nice. Learnt something new. Thx. Is 20% the minimum benchmark indicator for switch to momentum or hv I delayed my switch & lost potential gains wrt an early switch to momentum strategy? Request you to guide me.

@shankarnath 6 ай бұрын

Most welcome. No, it is just an assumption .. pls feel free to create you own switching strategy

@virajcghatlia 6 ай бұрын

@@shankarnath thx. In your experience what's a reasonable timeline.

@sunildagli5134 11 ай бұрын

my sip are ppfas flexicap fund and nipoon focused equity are goping on. i have 10 lacs to invest for horizon of 10 years or more .kindly suggest equity fund for maximum return with minimum risk. my son have axis blue chip and long term advantage fund., shall we redeem and switch to other fund. sip for more than 10 years has no risk of loss? pl. suggest. regards

@rohancoepmech 10 ай бұрын

Sir, your analysis is top class. The way you explain is exemplary. Your in depth videos are GOLD MINE. these are diamonds in the dust of other finfluencers... awesome. Keep it up sir...

@shankarnath 10 ай бұрын

So nice of you. Thank you very much for your kind words and appreciation!

@premkalyan 10 ай бұрын

Just wonderful! I love the data approach! Liek someone said its GOLD! Simply the math and understanding is more educational! Thanks

@shankarnath 10 ай бұрын

Thank you very much, Mr. Kalyan for your kind appreciation and for this gratuity. I'm glad you liked my work

@dgupta42 11 ай бұрын

@shankarnath Perhaps you can suggest one of the new mutual fund entrants to research it further and implement the best possible variation of the momentum+value switching technique inside a passively managed mutual fund. High returns at low cost!😃

@yashsrivastava7221 4 ай бұрын

I have made two different portfolios on online platforms. One portfolio comprises of index funds and other having mutual funds with an aim to have different returns in long term basis. Is this approach correct?

@revanthgowd5744 11 ай бұрын

Very nice presentation, Shankar sir : your channel content is awesome. Thanks for sharing the knowledge with us ❤

@shankarnath 11 ай бұрын

My pleasure. Glad you are finding the videos on my channel useful and informative.

@sushil2kashyap 11 ай бұрын

सर, मैं आपकी जितनी तारीफ़ करूं, उतनी कम है. In spite of having so much deep knowledge, you are very simple and down to earth. Thank you for all.🙏🙏🙏🙏🙏🙏🙏🙏🙏

@shankarnath 11 ай бұрын

Bahut bahut dhayanwad apka. Glad you are finding my content useful and informative

@nileshraisinghani7374 10 ай бұрын

Hi @shankarnath ..Excellent video ...i had a couple of doubts in the moment switch-based method.. I checked the Excel and you have a column momentum count and value count what does this count mean? and when we do a momentum switch does our complete lump sum amount of money stay invested in momentum for that particular period throughout ? For example in Excel from March- 06 to Jan - 08 our complete amount will be invested in momentum before the switch happens again?

@shankarnath 10 ай бұрын

Thank you very much 1. The count is simply a way for me to track if the value in a particular month is 120% of the previous 3 months or not. Pls check the formula in the excel sheet for a better understanding 2. Yes, I have assumed 100% switch. I have also used a lumpsum investment. Others might prefer SIP and since the data is with you, please feel free to use any kind of modelling per your comfort

@nileshraisinghani7374 10 ай бұрын

@@shankarnath thank you so much 🙌🙂

@dipanshu0ag 10 ай бұрын

Very well explained and researched. Thank you for this. When doing the switching, are you shifting all lumpsum to Value or just the SIPs of the following months?

@shankarnath 10 ай бұрын

Most welcome. Yes, a 100% switch is what I've assumed as this was lumpsum investment (not SIP). The data is all there in the worksheet; please explore multiple scenarios per your comfort

@sangramkesharidas6767 11 ай бұрын

This types of videos always helps a young investor like me!!! Thank you sir for your hard work🙏

@shankarnath 11 ай бұрын

My pleasure! Glad you are finding it helpful and informative

@siddharthjain49 11 ай бұрын

This channel is pure gold .

@thatguywithm 11 ай бұрын

However this channel seems to prefer equity over gold.

@shankarnath 11 ай бұрын

Thank you Siddharth 🙌 Glad you like my work

@raveendhranathp5758 11 ай бұрын

Amen !

@abhilashravichandran 11 ай бұрын

Indeed

@megaspacebar4664 11 ай бұрын

Diamond.

@findost1067 6 ай бұрын

Hi sir, great video. Where did you get the data from 2005. I was similarly trying to fund some other data set for other stdategic indexes but was not able to source it.

@shankarnath 6 ай бұрын

Thanks. I used niftyindices.com For TRI data, here are the steps after you access niftyindices.com : 1. On the top navbar, you'll see REPORTS 2. Within that sub-menu, click on HISTORICAL DATA. A new page will be rendered 3. In the top drop-down (orange color text), select "Total Returns Index Value" 3. Select Equity from next drop-down 4. Then the index you want data on (in your case it's Nifty 200 Momentum 30 or Nifty 500 Value 50) 5. Then the dates 6. Click Submit

@strongpp240 10 ай бұрын

Namaste Shankar Ji, you are ahead of other KZfaq, content creators, competitors, your content is gold!

@shankarnath 10 ай бұрын

Wow, thank you. I'm happy to be making a small impact on your investing journey

@karthikeyanv463 11 ай бұрын

Thanks Shankar, as usual the presentation is full of wisdom.❤

@shankarnath 11 ай бұрын

Thank you very much, Karthikeyan ji

@drsabadami 11 ай бұрын

Indeed this video may be a game changer for most of the mutual fund investor community. The two funds investment totally simplify the investment life with once a while tweaking for higher returns. I am wondering whether the same momentum theory will work in the case of midcap/small momentum funds as well. Views will be highly appreciated.

@shankarnath 11 ай бұрын

Thank you very much, Dr. Bala. There is indeed a midcap momentum index (Nifty Midcap 150 Momentum 50). If you come to analyse that one, then please do share the results with me so that it benefits the bigger group here.

@i_love_god10 11 ай бұрын

Your videos are unique, well researched, and one of the most sensible videos and surpass in quality of most of the so called finfluencers' videos by manifold. I wonder why you still have less than 100k subscribers. Masses need to know you on immediate basis.

@shankarnath 11 ай бұрын

Thank you for your kind appreciation.

@RKD362 5 ай бұрын

Excellent..a unique concept!

@shankarnath 5 ай бұрын

Thank you!

@RajeshKumar-ut3mu 11 ай бұрын

Really Pure Gold ..Deep knowledge.Keep doing great work Shankar Sir

@shankarnath 11 ай бұрын

Thank you very much, Rajesh ji

@udayprabhu705 11 ай бұрын

Great analysis sir .. Once again courage of conviction is required to invest during moments of crisis/black swan events

@sumitmallick9109 4 ай бұрын

Can someone help me understand how we do the adjustment across momentum and value based investment. Given STCG tax are higher.

@torajneesharora 4 ай бұрын

Very interesting presentation, @shankarnath . Wanted to check , in the worksheet, do the rolling returns pertain to the 50:50 momentum and value ? Or with the switch strategy?

@shankarnath 4 ай бұрын

Thank you! Yes, the rolling return is for the 50:50 split

@torajneesharora 4 ай бұрын

@shankarnath momentum ibdex has grown 68% in 1 year. Almost 20% in 3 months, trigerring the switch. Do you think, its a good idea to switch from nifty 5p fund completely to a momentum fund. And then build momentum +value portfolio?

@medikurthisreenath 5 ай бұрын

I am really Glad to found you to find out best Mutual funds. Currently UTI is providing these 2 categories mentiond in this video which i am planning to do SIP

@Musashi279 11 ай бұрын

Hi Shankar, first of all thank you so much for such a depth and valuable content, which i am pretty sure isnt done over a night but rather lot of research has been on done it over a period of time. Keep posting such shining contents. I was checking nifty 500 value 50 fund today and it seems there are lot of govt companies , bit worried if i should go ahead with investing in that fund as circumstances have changed a lot in last 20 years . Would like to hear more from you on it ?

@shankarnath 10 ай бұрын

Thank you very much for your kind words and appreciation. "Value" will always see many government companies because they often ascribe with the value definition i.e. low PE, low PB, high dividend yield etc. Personally, I don't get worried on the constituents of indices as the index is expected to follow a particular methodology and what comes per that approach is what you get. If we start an inquisition on every component, then perhaps an index is not the right instrument. In my case, I leave index analysis to the data (trailing returns, rolling returns, point of entry/exit, volatility & sometimes Sharpe ratio) and don't peek into the constituents. Hope this helps some

@narendersachdev2480 6 ай бұрын

Shankar sir, you really got curious and interested in factor based index funds since i saw your this video the first time. I experimented a bit n backtested data for some additional factor indices too. I think the Nifty Midcap 150 Momentum 50 index has outperformed most of factor indices including Nifty 200 momentum 50. Of course the former only has mid-caps . By any chance has Nifty midcap 150 momentum 50 caught your attention or you did not include in comparison coz its mid cap index?

@shankarnath 6 ай бұрын

Hello Narender ji, every factor fund at some point will outperform others and vice-versa. That's the thing with strategies, they have their cycles too. I haven't analysed the Midcap 150 Momentum 50 lately. If you are planning to do that, please share your findings here for everyone's benefit

@tusharjha5787 11 ай бұрын

Hi Shankar, First of all thanks a lot for making such content of pure Value for average investors like me. Regarding the mutual funds which are based on these indexes, do you think they can replicate the performance of the momentum or value indexes in the long run and how do we find the tracking error of these momentum and value index funds. I have tried to search but without any luck so far.Will really appreciate if you can point me to anything.

@shankarnath 11 ай бұрын

Thank you! The indices I used in this video (and I think I mentioned it) have a related index fund. So minus 0.3 to 0.4% for expense ratio, these index funds's perform should historically match the index based analysis I did. I couldn't work on fund NAVs in this case because the funds itself are just 1 to 2 years in existence .. and my study took the last 17 years of data. Hope this helps.

@shankerhs9667 11 ай бұрын

Shankarji, thanks for your videos that are helping investors in India. We would like to see some videos on agri-based investments as well. considering the increase in food prices, every one of us can invest a small portion of our savings and profits even if it provides FD-like returns. Please prepare videos on such opportunities as it would help our people and children, as we can see the whole world is suffering from food inflation, climate crisis and war.

@shankarnath 11 ай бұрын

Thanks for the suggestion

@shanthimurugan9981 10 ай бұрын

I searched for a MF agri based scheme. I found one by ABSL. However, it seems to be now merged with other global investment scheme....

@arjungupta4816 3 ай бұрын

Great video and entirely different perspectives.. of research.. loved it

@shankarnath 3 ай бұрын

Glad you enjoyed it!

@arjungupta4816 3 ай бұрын

I was trying to search for latest monthly data for 2023-2024 to decide on current momentum switch statergy but cannot find details. Sir @Shankarnath Can you please help where can I find such information for better decission?

@mohitsinha2463 9 ай бұрын

Hi Sir, Thank-you for sharing always simplified investing opportunities in this complex world! ❤ I just had a query, when you mention switch, doest it mean we redeem full amount from 1st fund and reinvest all in 2nd fund.. or we stop sip in 1st fund and resume sip in 2nd fund until the next switch.. also wondering would it be possible to share curent active switch 😊

@shankarnath 9 ай бұрын

Thank you. Yes, the scenario I have built in the excel worksheet is an ON-OFF (exactly like a switch). So one moves completely from one fund type to another. Ofcourse, you can try out different combinations as per your comfort, the excel sheet is there to help you with the necessary data.

@amannarula228 11 ай бұрын

Thanks a lot, Shankar. Great wor!! In 2021, I analyzed nifty next 50 and Momentum index funds and presented them to a small group in my organization. At first, people were in disbelief at >15% return from an index fund, and some of the numbers were brutally challenged. Now, I am more comfortable with analysis as you have added more data points. Can you help with names of AMC who are doing better in both categories as well?

@shankarnath 11 ай бұрын

Most welcome, glad this video added more support to your own analysis. Feel free to pick any AMC that offers a momentum index. I have personally invested in UTI and ICICI Pru N200 M30 schemes & I think talk about tracking error is mostly noise. Perhaps you can do a 2nd analysis on N200M30 vs Nifty Midcap150 Momentum50 to see which might be more comfortable to you. In my position, I prefer the M30 because it aligns with my asset allocation aswell. If I were to move to M50, then I'll have to rejig my portfolio asset allocation aswell

@sandipstar 10 ай бұрын

Thanks . This helps @@shankarnath

@agnivamallick2099 2 ай бұрын

@@shankarnath Sir any recommendation in AMC for value index fund?

@wisdomhatchwithsuresh 11 ай бұрын

Outstanding is the word i can say about this video...Sankar anna is superman in presentation and presenting...Curious to work with you anna...Suresh from Tamilnadu

@shankarnath 11 ай бұрын

Thank you very much Suresh 🙌

@user-vz1jp3ib3g 7 ай бұрын

Great video! Will you put Contra funds in the same category as value? If not why?

@shankarnath 7 ай бұрын

Thx. Personally, I wont use any actively managed fund as part of this strategy whether its contra or value. I explained my wrinkle with contra funds in the video on contrarian investing. Link: kzfaq.info/get/bejne/e9qlfcReudS3k2g.html

@vinodm6372 5 ай бұрын

Can someone tell what are the 2 mutual funds?

@pkprprempavankumar8749 2 ай бұрын

I downloaded video 2 months back and came here to comment. Ji, seriously your video clearly makes anyone to think of painstaking and strenuous efforts you put in for making a video. The research is seriously next level. Thanks a billion for another brainstorming video.

@shankarnath 2 ай бұрын

Thank you so much 😀 🙌 I'm glad you like my work. Yes, it takes a lot of time to think, script, record & edit a video. The 15 minute videos one sees has about 40 hours of effort behind it.

@pkprprempavankumar8749 2 ай бұрын

@@shankarnath Yeah ji, because by watching your videos, one can easily envisage about the hard work you invest in :-) Wish you best health and mental peace ji so that we can get best content from beast..

@shankarnath 2 ай бұрын

@@pkprprempavankumar8749 Thank you!

@ankitaggarwal001 11 ай бұрын

Excellent work as always Shankar. Love your data based no nonsense approach. Please consider making a video on how you actually run these back tests. I'm not from a management/tech background so I'd greatly appreciate if you laid out the framework you use to sift through data.

@shankarnath 11 ай бұрын

Thank you very much for your appreciation and for the suggestion. This one is not complicated at all but I'll queue a video on the same.

@ankitaggarwal001 11 ай бұрын

@@shankarnath thank you, that is much appreciated. 🙏

@shashanktiwari9354 11 ай бұрын

@@shankarnath +1 on the video request!

@siddhikbashashaikh1102 8 ай бұрын

Please explain. When you say switching from momentum to value fund. Do you mean completely withdraw the money from Momentum fund at that time & invest in value fund?

@shankarnath 8 ай бұрын

Yes, complete transfer .. ON & OFF like a switch

@paulsong5845 6 ай бұрын

Can anyone give the name of those to mutual funds having value and momentum

@positivevibey 9 ай бұрын

No show off, pure class... Your channel is ready for a subscribers compounding sir... Respect sir...

@shankarnath 9 ай бұрын

Glad you find my work useful and informative!

@sauravkataruka1 10 ай бұрын

Genuine, quality content from a true gentleman. No misselling, hype, drama. Good thing is most of your videos, make me feel like talking to you to discuss and debate the matter further. Keep up the great work. Would love to connect with you in person sometime

@shankarnath 10 ай бұрын

Thank you very much for your kind words and appreciation

@pskarthic 11 ай бұрын

Really appreciate your content, this looks very interesting. 1 question, whenever we are switching we have to pay 10% LTCG and that reduce overall returns right?

@shankarnath 11 ай бұрын

Thank you. Switching means selling and buying, so tax on LTCG or STCG will apply. On your point on returns, you have to decide between: a) Not switch and be happy with 16.2% for now. I use the word "for now" as the assumption is that ultimately everyone wants to sell these units & enjoy their money. So ultimately, post-tax returns is 16.2% minus 10% of 16.2% .. equalling 14.6% b) Switch and receive 22.2% and pay the government 10% on 22.2%, so about 2.2%. Please note it's not a straight-thru 10% but back-of-the-envelope, you're looking at a 3% knock off .. so it's a 18.5-19% post tax return. Ergo, it depends on how you want to look at it.

@sacphilip 11 ай бұрын

can someone help me with the ticker for the momentum fund? is it the same as MOMOMENTUM?

@SathyaKumarM 11 ай бұрын

Another great video and high-quality content. I'm learning a lot through your video series. Great job. Could you share ETF/MF that offers both of them?

@shankarnath 11 ай бұрын

Most welcome. You can check out many options on platforms like Fisdom, Groww, ET Money, Valueresearchonline etc. Schemes (MF & ETF) exist from ICICI, HDFC, UTI, Aditya Birla etc.

@pappuzion1130 9 ай бұрын

But sir I could see these new age momentum and value funds have started only 1 or 2 yrs ago?.How can we rely on these funds sir? Sorry how you retrieved data from past 17 years?

@shankarnath 9 ай бұрын

@@pappuzion1130 It's like how so many investors have put in their money in Midcap 150 and Smallcap 250 indices. These ETFs and index funds are quite recent aswell but because they follow a methodology, the results of that method can be back tracked for many years. So in the case of midcap and smallcap indices the data extends until 01.04.2005. The same is the same with factor funds are you can find the back-tested data going into many years in the past. To access earlier data, please use niftyindices.com

@pappuzion1130 7 ай бұрын

Thank you sir

@pappuzion1130 7 ай бұрын

Thank you sir @shankarnath

@drfaheem05 10 ай бұрын

It was such a disappointment when you left ET money and now it’s such a relief that I found you again 😊 Keep enlightening us and guiding us as always… In fact I invested through ET Money just because of you Sir…. Thank You

@shankarnath 10 ай бұрын

Thank you for your continued patronage

@rajmk3747 4 ай бұрын

Hi Shankarnath Am new subscriber thanks for for sharing the knowledge.. your 1-1 consultation link don’t not work so you have any other option to reach .?

@shankarnath 4 ай бұрын

Welcome aboard! I've paused 1v1 consultations due to paucity of time on my part. If you are keen on setting up some time, please write to me at hello@beginnersbuck.com and I can share a link separately Video specific queries can be posted on the comments section itself. Thanks!

@vinuramji 10 ай бұрын

super insights - appreciate, thank you Shankarji

@shankarnath 10 ай бұрын

You're most welcome 🙌

@darshannaik892 11 ай бұрын

Been investing in value & momentum for the last 2.5 yrs & it has given me amazing returns. Thanks for the video. It cemented my belief in Value momentum strategy. PS : I do it via smallcase

@shankarnath 11 ай бұрын

Glad to hear that. Most welcome!

@siddharthjain49 11 ай бұрын

Please share the name of the the small case

@jayakumar9976 11 ай бұрын

@mysoregopinathshantanu8800 11 ай бұрын

@darshannaik892 which smallcase is it ?

@darshannaik892 10 ай бұрын

Windmill capital, Value & Momentum Smallcase.

@abhiramkumar6592 11 ай бұрын

This is god gift 24 carrots gold channel, with flaw less contents, simplifying financial journey to many thanks a lot Shankar sir ❤

@jeetindersinghsaluja 11 ай бұрын

God not g

@shankarnath 11 ай бұрын

Thank you very much. I'm glad you found the video informative and useful

@karanbirsinghrai190 10 ай бұрын

24 carrots? 24 gaajar?

@AshishRohillax 5 ай бұрын

The content is pure gold. Keep up the good work Shankar.

@shankarnath 5 ай бұрын

Thanks Ashish ji

@rsubbu2000 11 ай бұрын

As usual, very well presented. Thanks for sharing.

@shankarnath 11 ай бұрын

Most welcome. Glad you liked it

@LastBencher14 3 ай бұрын

what are the 2 names finally ?

@yogeshshewale2 Ай бұрын

NIFTY 200 MOMENTUM 30 INDEX NIFTY 500 VALUE 50 INDEX

@mukeshgupta6256 Ай бұрын

Thanks for time save@@yogeshshewale2

@vamsikiran5723 15 күн бұрын

@@yogeshshewale2

@cocktail2146 8 күн бұрын

@@yogeshshewale2thnx. U saved my 11 min.

@vinayp20211 11 ай бұрын

More than 20% in mutual funds for long term.. Even most bluechip stocks also won't able to do it.. Excellent content sir.. TOP CLASS CONTENT

@shankarnath 11 ай бұрын

Thank you very much! Glad you found it informative & I hope you'll build upon it.

@vinayp20211 11 ай бұрын

@@shankarnath I want to start it from next month 1st onwards.. thankyou sir

@rohanshah6542 7 ай бұрын

which ones did he suggest?

@gurupadparsi7359 5 ай бұрын

Good analysis for people having time to experiment.Long term investing for layman in MF creates good money.Dont chase,remain invested for longer duration.

@pahuja63 6 ай бұрын

Excellent video. God bless you.

@shankarnath 6 ай бұрын

Thank you!

@dipenshah9542 11 ай бұрын

Amazing video again. Seems momentum represents Growth style of investing which may be contrarian to Value Style.

@shankarnath 11 ай бұрын

Thank you very much. Yes, momentum is aligned to the growth style .. and that allows for weak correlation between the momentum & value style of investing .. which in turn, seems to be supporting this strategy

@sudarshanseshadri2144 5 ай бұрын

Awesome video!! What if neither there exists a 20% increase in momentum index for 3 months nor any PE breakouts. Like now. Which asset allocation strategy to adopt

@shankarnath 5 ай бұрын

One can continue with the existing strategy whichever it was i.e. momentum or value

@Jyyo 11 ай бұрын

Hi Shankar, great video, wonder what a balanced advantage and small cap combination might look like 🙂

@shankarnath 11 ай бұрын

Thanks

@sky301289 11 ай бұрын

Editing skills are brilliant and creative. Like always, informational video.

@shankarnath 11 ай бұрын

Thank you!

@gursimranbrar8579 5 ай бұрын

Hi Sir. Confused with Value Indices. In one of screenshot returns are compared with Nifty 50 Value 20 at 3:45 and later all the comparisons are using Nifty 500 Value 50. Which is better?

@shankarnath 5 ай бұрын

Please ignore Nifty 50 Value 20 reference. This entire video is made using Nifty 500 Value 50

@cred_entho 7 ай бұрын

Great video, can u suggest which momentum 30 is better , uti, bandhan or icci one?

@shankarnath 7 ай бұрын

I used index funds .. any one of them works. If I were to choose, then I'll settle for UTI or ICICI .. these are the older ones and have decent AUM

@haribram 11 ай бұрын

Im a big fan of your quality content, also your video banners of you is funny, awesome... and graphics is engaging.

@shankarnath 11 ай бұрын

Thanks a ton! I'm glad you like them

@prasadrayannavar9117 11 ай бұрын

As always one of the best video Content and conviction at another level 🙌🙌

@shankarnath 11 ай бұрын

Thank you 🙌 Glad you like my work and find it informative

@praveenkumar-ki4bl 2 ай бұрын

Dear Sir, you videos are awesome. Keep it up. All the best Sir!

@shankarnath 2 ай бұрын

So nice of you. Thanks!

@mail2viveks 11 ай бұрын

Good one, thank you. Low risk, moderate reward strategy for people who are not risk takers and want long term return of 15% to 16%. I developed my strategy to buy sectoral ETF when sector is down and sell when sector is up. currently heavily investing is ICICI Prudential ETF for last 3 months, so far 8% return. There is so much money can be earned with low risk and high reward by investing in ETFs

@shankarnath 11 ай бұрын

Thanks for sharing

@kartikeyamittal7330 7 күн бұрын

Really informative video... Thank you! Can you comment on your preference between nifty 500 value 50 and nifty 50 value 20 indices when going for this combo?

@shankarnath 7 күн бұрын

Most welcome. I prefer the N500V50 over the N50V20

@phaneendrapeddi 10 ай бұрын

Hi.. thanks for making the investment style simple.. qq.. In Momentum Based Switch, number 1 under count column tells when there is move by over 20% in last 3 months. From incremental investing point of view, how we should see it? Shall we invest only on the months when there is 1 (count)?

@shankarnath 10 ай бұрын

The switch happens when the alternative factor gets a "1" count. Feel free to build your own switching methodology on top the data I've provided in the worksheet.

@mysoregopinathshantanu8800 11 ай бұрын

You bring value in every video. Great work. 🙏

@shankarnath 11 ай бұрын

Thank you!

@vps071 11 ай бұрын

thanks for this wonderful info! what are the funds available to invest in these indices?

@shankarnath 11 ай бұрын

Most welcome. Please check out platforms like Fisdom, Value Research, Groww, ET Money etc. for the funds. Pls type momentum in the search bar and a list of funds will appear

@nareshmungilwar8077 11 ай бұрын

Dear Shankar, thanks for insightful session. please help decide amongst the many momentum index funds available with each AMC. and edelweis & Tata got midcap momentum index too. thanks

@shankarnath 11 ай бұрын

Most welcome. I will be clueless on where to start :) Personally, I have never spent more than a minute on choosing an index fund within the same category. Perhaps, the only two things to see are a) expense ratio (which is similar for most within the category so I'll chose a mid-range one) and b) AUM (I prefer the higher AUM ones as it means there's a dedicated desk that manages it).

@mysoregopinathshantanu8800 8 ай бұрын

shankar sir if we are making a momentum based switch then there will be tax right ? Which might bring down the effective returns. What's your opinion on this ?

@shankarnath 8 ай бұрын

I don't look at tax in isolation. I prefer evaluating on a post-tax return basis. So in this scenario, one has to decide how much gain is one losing out on by not switching versus the 10% tax paid on prior capital gains

@vinayakkamat4832 11 ай бұрын

Thank you. Interesting insights, an eye-opener.

@shankarnath 11 ай бұрын

Glad it was helpful!

@user-nr6hx6pv5i 8 ай бұрын

Hi Sir , A question is where can we get the momentum monthly closing data from , can you please help me on that

@shankarnath 8 ай бұрын

You can use niftyindices.com. Here are the steps after you access niftyindices.com : 1. On the top navbar, you'll see REPORTS 2. Within that sub-menu, click on HISTORICAL DATA. A new page will be rendered 3. In the top drop-down (orange color text), select "Total Returns Index Value" 3. Select Equity from next drop-down 4. Then the index you want data on (in your case it's Nifty 200 Momentum 30 or Nifty Midcap 150 Momentum 50) 5. Then the dates 6. Click Submit

@bmginternationals 5 ай бұрын

Sir, if you could have provided with the list of names of mutual funds thats exists in these both Momentum and Value Strategy

@shubhamsinghpatel9288 11 ай бұрын

Sir your analysis data based is purily worth it sir... .by watching your video i invested in momentum since 1 year when you made a video in ET money

@shankarnath 11 ай бұрын

Great to know that Shubham ji. Thanks for your appreciation

@narasimmamurthyr2534 9 ай бұрын

It is surprising that a well documented subject such as mutual fund portfolio can still throw up valuable actionable insights . Kudos to author for taking head on ,what he was averse to facing initially. The fruits of his efforts are for us. However my choice is nifty alpha low volatility fund . Indeed everybody can find a fund of their choice from the basket of factor indices

@shankarnath 9 ай бұрын

Thank you

@sagardeshmukh9688 10 ай бұрын

Hello Sir My name is sagar Deshmukh Main apaka har video dekhta Hun. Main long term 10-15 years International fund main invest karana Chahta Hun. ICICI pro Bluechip US fund or ICICI pro Nasdaq 100 index fund in dono main se Konsa choose karu. Plz suggest for 4000 SIP aur looking for good returns.

@surajdas7700 11 ай бұрын

Awesome video 😮. Very insightful for a new investor

@shankarnath 11 ай бұрын

Glad you liked it 🙌 Thanks!

@humanbeingsbs 6 ай бұрын

Very good info but Which are the best momentum & value mutual funds ? Would have been very helpful if u would have dropped in names of few mutual funds in the respective categories u just described

@shankarnath 6 ай бұрын

Thanks for the suggestion

@dibyajyotipathi149 7 ай бұрын

Hi Mr. Shankar, big fan of your work. On query however? How do I track the Nifty 200 momentum and Nifty 50 value?

@shankarnath 7 ай бұрын

Thank you. There are index funds and ETFs available that track these two indices. Simply check the NAV on a platform like ETMoney, valueresearchonline.com, Groww etc.

@atulwaikul 11 ай бұрын

Hi Shankar, Liked the concept explained by you. I would like to back test switching method from momentum to value based on 200 days SMA. Can you tell me which ETF I can use to carry out this testing? I checked index NIFTY200MOMENTM30. But data is available in Trading View from from Oct 2020.

@shankarnath 11 ай бұрын

Thanks! I'm not sure which ETF will serve you best. The Motilal Oswal Nifty 200 Momentum 30 ETF is the oldest but its only 1.5 years of price data

@alexchristopherj6466 6 ай бұрын

That’s quite interesting!

@SRavichandranIndia 11 ай бұрын

well done.....Nice one.. thank you... when is it a good time to get into this 50-50 combo ? when market is at peak or when it is undervalued or time doesn't matter ? pl clarify....

@shankarnath 11 ай бұрын

Thanks. Technically, there is no good or bad time because momentum and value are weakly correlated. Having said this, SIP is a preferred way of entering equities.