The Rise of Factor Investing | ET Money

  Рет қаралды 15,198

ET Money

ET Money

Күн бұрын

Every 4 decades, the world of investing experiences a significant shift. In the 1930s, it was value investing which brought with it a data-driven information-led approach to valuing companies.
In the 1970s, passive investing via index funds and ETFs gained popularity and in the last decade or so, we are seeing the emergence of factor investing which marries active and passive investing in one potent package.
Now globally financial products linked to factor investing manage over 1.2 trillion dollars in assets which is clearly a big number. And while this number is far ahead of what we have in India the last 12 to 18 months has seen the introduction of a number of factor-based schemes in the ETF and index fund variant.
Infact fund houses have lined up 7 new offerings this month which includes the value, momentum, quality and low volatility factors about which we’ll study in greater details in the coming sections of this video.
📝 CHAPTERS
00:00 Introduction
01:14 Value
03:49 Momentum
05:32 Quality
07:32 Low Volatility
09:16 Summary
#ETMoney
👉 To invest in Direct Plans of top Mutual Funds for free, download the ET Money app: etmoney.onelink.me/unJQ/5ca1ae3b
👉 Subscribe to ET Money Hindi
/ @etmoneyhindi
👉 Read more such informative articles at www.etmoney.com/blog
👉 Follow us on:
► Facebook: / etmoney
► Twitter: / etmoney
► Instagram: / etmoney_official
► LinkedIn: / et_money

Пікірлер: 53
@kevalkumar9694
@kevalkumar9694 7 күн бұрын
VERY VALUABLE LESSONS EXPLAINED, Thanks. Sir, Am a student from IIM (First 3 in India) and learning by your content. Thanks for your very valuable content. Very useful insight always. All videos are helping to learn. Request to share detailed videos on: 1. How we can identify today itself 'future disruptors' i.e. in the beginning itself? Kindly make a detailed video on same explanation from scratch to end (stock selection methods and process).2. Multi factor Investing combined like (Momentum, Value, Quality, Alfa) all factors finding for selected stocks 3. Quant Investing methods in cash segment stocks
@jaikrishnank428
@jaikrishnank428 Жыл бұрын
I did not even know that there was something called Factor Investing. Great video as always and well researrched. 👏👏👏
@ETMONEY
@ETMONEY Жыл бұрын
Oh, well .. now you know :) Glad you found the video helpful!
@karenkatherine4956
@karenkatherine4956 Жыл бұрын
Every financial goal requires patience, dedication and consistent spirit knowing that investment is currently the most lucrative business in the world. both NFT, real estate, Gold and Crypto is positively changing people's lives. I stopped panicking about the market the very moment I started working with Josef Dennis last year, his confidence and skills is on a maximum level…..
@noaholiver2946
@noaholiver2946 Жыл бұрын
Trading with Josef Dennis changed my life from financial misfortune, I like to introduce you all to him and his strategic method of trading works perfectly well.
@kevinjames5884
@kevinjames5884 Жыл бұрын
My first investment with Josef Dennis gave me a profit of over $70K and ever since then he has never failed to deliver and I can even say he is one of the sincere brokers I have known.
@richardnicholas9654
@richardnicholas9654 Жыл бұрын
His training program has been insightful, and I must say, I'm most honored to have been part and a full-time beneficiary of his daily signals. I have been growing monthly & have been able to increase my portfolio from 1.5BTC to more than 18 BTC with his daily signals...
@corneliahenriettaalbert5174
@corneliahenriettaalbert5174 Жыл бұрын
How do I connect with him ??
@corneliahenriettaalbert5174
@corneliahenriettaalbert5174 Жыл бұрын
I want to make good profits and learn how to stop loss..
@LearnValue
@LearnValue Жыл бұрын
You are powerhouse of knowledge..
@VGAKarnataka
@VGAKarnataka Жыл бұрын
Team ET Money always does great work to do, once again ty... Especially Mr.Shankar Nath sir presenting way is superbly good...
@swananddeshpande
@swananddeshpande Жыл бұрын
New information for me! Thanks for such informative video 👍
@prakashraghunathan2685
@prakashraghunathan2685 Жыл бұрын
Thankyou Sankar for the good information.Mostly watching the video enables me to invest the fund wisely.
@ETMONEY
@ETMONEY Жыл бұрын
Most welcome and thanks for your kind appreciation
@drdhimanbhatta1347
@drdhimanbhatta1347 Жыл бұрын
Excellent video Sir. Simply superb 🙏
@ETMONEY
@ETMONEY Жыл бұрын
So nice of you. Thx a lot!
@charyk9800
@charyk9800 Жыл бұрын
Good to know about the Factor investing....thanks for this video😀
@ETMONEY
@ETMONEY Жыл бұрын
Glad it was helpful! 👍
@rb8607
@rb8607 Жыл бұрын
Very thought changing video.. wanted some expert opinions regarding such funds.. thanks 😊
@ETMONEY
@ETMONEY Жыл бұрын
Glad you liked it
@saivenkatesh7309
@saivenkatesh7309 Жыл бұрын
Happy teachers day sir.
@learnnonstop
@learnnonstop Жыл бұрын
can u guide how to invest in adani through sips or lumpsm mutual funs and which adani is the best and safe and high return
@Mumbaiwestbengal96
@Mumbaiwestbengal96 Жыл бұрын
Hi, Please help. Different websites are showing different PE ratios of mutual funds. Where to get the correct data?
@balajikoneti112
@balajikoneti112 Жыл бұрын
hi Sir, the video is informative. Can we have mix of these factor index funds in our portfolio instead of 1 single factor. Eg : Momentum + Low Volatility. Can you tell us in ratio we can mix these factor indices and how much % we can have in our overall portfolio. Thanks
@gamejash3990
@gamejash3990 Жыл бұрын
Maybe Nifty Alpha Low volatility be the best best? Any analysis pleass?
@nagarajubandi3131
@nagarajubandi3131 Жыл бұрын
Sir what is your valuable opinion on crypto currency investment with crypto index fund and USDT, polka dot for small part of diversification with minimum investment for small returns
@pbspbs3501
@pbspbs3501 Жыл бұрын
Great content as always 🔥
@balakumarp2821
@balakumarp2821 Жыл бұрын
Hi bro I am very confused which fund I need to choose so please guide me which fund I would choose in ET Money app
@draashusingh
@draashusingh Жыл бұрын
Hello Shankar Sir, Thank you this quality content..My question is..Currently or we can say that now a days..lot of MF companies coming with New schemes specially on these topics and on Index also.. as we invest in MF schemes based on Historical performance.. as I am started to invest in Index funds and also thinking to invest in quality indices or other factors ...But I don't have measurement criteria to know which fund will perform better in near future or has the capacity to perform..Please guide...how can I investigate new Mutual fund (SIP) esp in Index or Factors investing strategies. .
@ETMONEY
@ETMONEY Жыл бұрын
Hi. No fund can give a glimpse into the future so the only alternative is to look at the a) investing style, b) methodology and c) historical data. May I suggest you pick any one factor and go deeper into it. E.g. start with momentum and watch the ETMoney video on momentum investing. This will certainly help you get into the nuts and bolts.
@sabyasachidutta6048
@sabyasachidutta6048 Жыл бұрын
How can I switch from one fund another fund under same AMC ?
@parvejsolkar123
@parvejsolkar123 Жыл бұрын
8:48 wrong chart is shown....low vol chart is not shown
@rajeshnarula9494
@rajeshnarula9494 Жыл бұрын
I am invested in PPFCAP Fund. After watching ur video, shud I stop further investments in PPFCAP ? Also may I shift to Quant Active Fund or any other fund u suggest pl ?
@jayakumar9976
@jayakumar9976 Жыл бұрын
Quant is good but their mutual funds age is low justb4 to 5years.
@TheZydan
@TheZydan Жыл бұрын
Great video as always. The factor based indices can beat nifty 50 by a large margin but mutual funds will take their share of expense ratio which is generally high in these funds. Would like to know how much return I would actually have got (based on back tracking data) if I had invested in these funds. Is the large margin of 8-12% still there?
@ETMONEY
@ETMONEY Жыл бұрын
Thanks. We covered the performance part in the tables listed in this video. The factor performance is all back-tested only and as informed in the NSE India website. Can you kindly specify in detail if there is a particular part you are looking for?
@TheZydan
@TheZydan Жыл бұрын
I mean, you have shown the performance of the index; I want to know performance of the funds. As ~0.5% expense ratio every year will decrease the gains.
@MrEternalFool
@MrEternalFool Жыл бұрын
@@TheZydan UTI nifty 50 has expense ratio of 0.2, MOS momentum has expense ratio of 0.3.
@newinvestor5470
@newinvestor5470 Жыл бұрын
@@TheZydan if so worried about expense ratio why invest in mutual funds?
@teammoneymatters
@teammoneymatters Жыл бұрын
Where are Shankar Nath's new videos?? This is the longest he's gone without putting out new content!
@MN-gi4xy
@MN-gi4xy Жыл бұрын
Nifty also has funds based on Alpha factor.. like Nifty Alpha50 and Nifty Alphalowvol.... Why Alpha is skipped and not considered part of this video???
@sandeepparcha1644
@sandeepparcha1644 Жыл бұрын
Hello Shankar ji, it has been almost a month when you have not posted a new video. Waiting earnestly for a new video from you. I hope you are doing good.
@MrMit007
@MrMit007 Жыл бұрын
You can check for his new channel
@pushkar2843
@pushkar2843 Жыл бұрын
plz explain equal weight nifty 50 with backtesting results.
@saravpreet13
@saravpreet13 Жыл бұрын
deleted my ETMoney account as facing challenge in account Did not know that I will not be able to create it again. Request ETMoney team to allow me to do so.
@mihirsdoshi
@mihirsdoshi Жыл бұрын
Need last 8 years annualized returns for all factors in same screen
@rrajeshmottwani7096
@rrajeshmottwani7096 Жыл бұрын
Value factor investing to be compared with Nifty50 and not Nifty200 in the summary table
@deepakpatel4186
@deepakpatel4186 Жыл бұрын
You Must Include SIP Return in your Analysis
Jack Bogle's Common Sense Investing Principles
12:08
ET Money
Рет қаралды 20 М.
когда повзрослела // EVA mash
00:40
EVA mash
Рет қаралды 4,4 МЛН
100❤️
00:19
MY💝No War🤝
Рет қаралды 20 МЛН
Factor Investing - Which Factor Outperforms The Market Best?
13:09
PensionCraft
Рет қаралды 38 М.
9 Different Types of Index Funds | ETMONEY
18:15
ET Money
Рет қаралды 63 М.
Momentum Investing with Asset Allocation framework | Manish Dhawan |
1:07:42
Five Factor Investing with ETFs
15:21
Ben Felix
Рет қаралды 242 М.
Joel Greenblatt's Magic Formula Investing | ET Money
11:59
ET Money
Рет қаралды 26 М.
How to Beat Vanguard Index Funds (Factor Investing)
13:10
James Shack
Рет қаралды 96 М.
High Momentum Stocks and Portfolio Allocation: Insights from @AlokJain
31:27
Prateek Singh - LearnApp
Рет қаралды 20 М.
Smart Beta Investing- Momentum Factor | Anish Teli
1:01:29
CFA Society India
Рет қаралды 2,4 М.
Каха и суп
0:39
К-Media
Рет қаралды 4,6 МЛН
When dad sneezes 😱😵‍💫 LeoNata family #shorts
0:26
LeoNata Family
Рет қаралды 11 МЛН
How Many Balloons Does It Take To Fly?
0:18
MrBeast
Рет қаралды 54 МЛН
Джеки Чан лишил наследства всех своих детей! Что акажете?
0:41
Симуляция: МАТРИЦА МИРА
Рет қаралды 2,6 МЛН
رورو ضد رقيه🔫😲🚀 #shorts
0:13
رورو فاميلي | Roro Family
Рет қаралды 36 МЛН
DEFINITELY NOT HAPPENING ON MY WATCH! 😒
0:12
Laro Benz
Рет қаралды 39 МЛН