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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.

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.

Great vedio sir.. Sir I do have a doubt about the strategy that I been following What about investing in momentum index and value index instead. I mean they have given around 90% return this year. I usually copies the stock from these index fund and invests. Will that too results in similar returns. .

Started SIP into quant momentum during NFO. Very interesting video. Loved it. Thanks!

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.

Thank you very much sir I have started mutual funds about close to 3 years based on your KZfaq 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.

Loved the reference to Yuvraj's 6th 6😊.

👍🏼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! 🔆

Insightful...Thank you for sharing

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

Any better MF scheme tracking this to consider? Plz advice

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.

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!

Thank you ..Great learning. What's your view on Momentum Quality index? Is it having higher probability than momentum alone, in small caps?

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?

Since most of us dont get much time for research, is it advisable to invest in momentum mf like quant momentum

Superbly done...

@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?

Another Amazing Video Shankar, Thanks for keeping us educated

Awesome work Sankar.

Shankar ji as usual you come up with new learning and most promising technique - Many many thanks

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.

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.

Thanks for the video. What is the difference between momentum and quantamental approach? Example, quant MF has fund for each approach.

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

Based on your earlier video I have already started momentum investment Thank you for good guidance

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

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

again first-class content...how many funds we can include in our portfolio 😂😂😂..to be honest I ve included 3 months ago..u r amazing teacher,👍👍

As always, great content, thought provoking. Thanks Shankar

Its almost 6% of my portfolio, looking at te current market conditions do you think its good idea to invest lumpsum?

Excellent content🙏

Superb & Useful information Video 📸

Sir,i have one question how we know screener tool is authentic??can it be manipulated??

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.

Thank you very much Sir.

Very very timely video Dear Shankar. Thanks so much.

@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?

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.

Hi sir, do quant momentum fund track the momentum index, if so what is the lag period

Tq sir with great stuff The Most undervalued channel have a high momentum

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

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.!

Since the bull run has continued for a while. Is it a good time to enter Momentum funds now?

Great Insight . Thank you

Hi Shankar sir , could you pls tell me if investing in momentum ETF is better or momentum mutual fund ?

Hey Shankar...can momentum funds do shorting in bear market

Thank you Shankar for this information. Which MF using this strategy is advised by you for a common investor?

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

Tabhi to for last one year I have been investing in uti 200momentum 30 index fund.

Hey Shankar Could you please let me know if Samco active momentum fund is a good investment option?

Just like a wow..Hats offti you Sir❤

I am thinking of investing in Mirae Asset new FoF for Small cap 250 momentum quality 100. But not sure what is the implications of investing in a FoF like return, tax implications etc. can you please throw some insights here?

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 😊

Hi Shankar, Market is at all time high , is it right time to invest in momentum funds or index ?

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

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?

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?

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!

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.

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.

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.

good one....thank you.... combo of momentum and value must be tried.......best wishes

Very good material. I'll add one momentum fund to my portfolio...

Hats-off for your dedication 🙏🙏🙏🙏 you deserve min 1Mn Subscribers

Sir, is there any momentum fund in small cap area...and please give some details about quant momentum fund...

Good work.. What if I put 100% fund in Midcap150 Momentum 50 ??

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 !

Mirae bought Sharekhan. If I have Sharekhan demat then will I move to m,stock? Please answer.

Nice and interesting concept, can we expect analysis of active vs passive momentum fund

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.

Would you say 1% expenses (2% with transaction charges) is ok or too high for a PMS

Very informative vidio on momentum investing. What is the suggested duration investing in momentum funds in case of SIP mode?

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 😊.

Sir, is SIP a good way for investing in Momentum funds ?

Very unique video and very informative too

I'm having hard time finding value oriented mutual fund. Dont want pure value fund, i am looking for flexicap or largecap funds which dont blindly do growth style... I looked in valueresearch as well as Morningstar but cant find... Can u pls help ... Maybe suggesting potential names... I am not looking for recommendations, only a list to choose from or atleast a guidance on where to look for.

Thanks

@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 🙏🏼

Hi Shankar What are your views on Nifty 250 momentum quality 100 index . mirae is launching a new NFO . I am curious how it would have performed in last 10 year

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.

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..

Hi. Appreciate your videos. Interesting and informative. Can you point to some screening software that you mentioned at the start of your video? Thanks.

Sir what about S&P BSE momentum index ?

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.

Once again brilliant content sir. From where did you find data momentum stocks data from August 2023 as mentioned in the video?

Can you please check about quant VLRT strategy. It seems working very well.

Shankar you are the best .. The content is interesting

Sir, is this the right time to start an SIP in Nifty 200 Momentum 30 if the investment period is 7 years??

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

Very informative video, Shankar! If I may ask, what funds are you considering for your momentum portfolio?

Nice one....

Is Quant Active Fund momentum investing?

sir, can you compare Nifty Midcap 150 momentum 50 with peer groups.. Bull and Bearish market returns

Sir after watching your video, I have quant Momentum fund in my portfolio as sip.should i include nifty 200 Momentum 30 index fund in my portfolio also???? Your kind advise on it very much appreciable...

Please make more videos on momentum investing

Valuable content ❤

Your thumbnail and video editor are as genius as you❤