Alpha vs momentum funds: Where should you invest?

[@ETMONEY]

Click here to watch this video in Hindi kzbin.info/www/bejne/eYOxnoB_m8ahb6c

[@KPS_04]

Wow, do you guys read the mind of your subscribers? Just yesterday, I was thinking about which one is better among momentum and alpha smart beta funds and here we have a video from you guys. Thanks team!

[@deekshaseth459]

Your mind has been hacked now 😅

[@KPS_04]

@@deekshaseth459 😂😂😂

[@soumenroy4429]

I was searching for the same topic as well but couldn't get a video prior on it. ET money understands their viewers well!

[@sudheerk67]

I am not sure of ET Money reads our minds.. But, Google definitely does. 😂😂

[@bestmusic2769]

Exactly, I was exploring comparison of both funds😂

[@MrDinhse]

Investing in Tata Midcap Momentum 50 Index from NFO and returns are exceptional in bull and better than peers in bear market.

[@VGBGI]

Excellent information, Thanks for a well analysed presentation. Finally I learnt that Nifty Alpha 50 which gave 82% CAGR in a year is offered by Kotak Mutual Fund, which is safe followed by Nifty midcap 150 Momentum 50 fund offered by Tata Mutual fund which gave 75% CAGR in a year. Thanks again.

[@jinugeorge6032]

You people at ET money have changed everything complex in a mutual fund to a much easier and simplified way through in depth analysis so that everyone can understand. Great efforts. Glad to be a part of this channel. Keep it going!

[@sreekanth2089]

The 7 years rolling return shown in this video is different from actual data shown in NSE site. The data is twisted to show momentum and alpha is better than multi factor.Please check and correct it. For example the alpha low voltality 30 index 7 year rolling return is 19.1% vs 14.2 shown in this video. Similarly midsmallcap400 momentum quality100 7yr rolling return is 21.2% vs 17.98 shown in this video. So the second half of the video is factually incorrect. However I appreciate the first half. Crispy and clear explanation of alpha vs momentum

[@Risheei]

where to check rolling returns on nse

[@koustavpoddar]

Exactly, even I noticed the same after you pointed out.

[@salmonswansi7090]

Kaise check Kiya rolling return factshet may tho kawal annulalize return rehtha hai

[@dhirubhai1729]

Bhaiya to AAP batao na.... Kis strategy me invest kare ? Mera horizen 10+ year ka hai. Please suggest

[@salmonswansi7090]

@@dhirubhai1729 momentum aur alpha may choose kr rai ho tho momentum ko loo

[@sundarrajn1003]

This is simply quality work. Looking at the data and not adding any personal bias.

[@The_Mobile_Trader]

Perfect video on perfect time,could not able to backtest on momentum funds, now have a good clarity, thanks for the video 🥰

[@ETMONEY]

We are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.

[@somnathgorain8150]

Very nice and insightful video. A common investor can easily benefit from this. Mutual fund investments are so easy with these analysis. Love you ET Money ❤

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@arjundhar7729]

Really good ! Nice work, Crisp and insightful. thanks. 👍 @ Clear background, Step by step, Tables with single results focus like Reward, Risk, Adjusted Risk. To the point .

[@subashv8011]

As each beta fund has a different universe for selection, it would have been better if they were compared against similar benchmarks rather than comparing all these beta funds to a benchmark. As usual classy, data based and informative. Thanks to ET money team.

[@ETMONEY]

Please share this video with your friends and family as well.

[@MakeamericaGreatagain-h7j]

Mutual funds or Index funds which is a better buy right now? just got my lump sum inheritance and would love to put my money to work, so i can earn in dividends, i'm also looking at paying mortgage where rates are not so high.

[@PhoenixReborn-v6v]

Index funds are more valuable than Mutual funds as of now, though a few people perceive it to be as a result of the pending correction.

[@MARSHMALLOWwhimsy]

I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% Mutual funds , 25% Index funds, 15% STP and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

[@DreamweaverShade-h9p]

Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?

[@MARSHMALLOWwhimsy]

I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson” and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@Tsunaniis-j5l]

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

[@sunilwagh7098]

Excellent compariosn....Thank you !! While based on my own study i am invested in Alpha & Momentum ETFs, this data helps to Boost the confidence & continue with SIP / Buy at Dips.....Thanks again for this Wonderful summary....Thanks to Anchor ( name ? ) & team for very well presentation.

[@AkshayChaudhari5]

Such an amazing deep insight, what a research and went great lengh to make such video. Outstanding work!

[@pavankuriseti7966]

My pick is Nifty Midcap 150 Momentum 50

[@ddesai1080]

ET guys are always come up with very informative videos.

[@ETMONEY]

Nothing pleases us more than knowing that our content proved useful to our viewers. Do take out time to share it with your near and dear ones as well.

[@padaladileep5906]

Very good analysis, and clear differentiation of each index

[@rushipandya58]

Two Best ETF in market (1) Kotak Alpha (2) Icici Momentum MOM30IETF

[@Vk1.007]

Je baat,absolutely correct.

[@lokeshpatel2969]

Thank you team for all these analysis. Its only platform where real analysis is done.

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@sgpatel100]

Excellent information with very easy and simplicity

[@manikantareddy4774]

This follows me since april thank you guys

[@KumarK-g2u]

Please update this video with current returns and factual errors (returns not matching with NSE) in Alpha LV 30 and midsmall 400.

[@paragkolte8681]

What a analysis sir! Hats off

[@NehaMishra-ff1pq]

What a video, amazing ! Been into smart beta investing recently and this video made my job so easy. One request, kindly keep updating on these smart indices quarterly or half yearly so as to keep a track. Thanks again 👍

[@vishalsharmavs3]

Your analysis is simply genius 🎉😊

[@ghostlink8824]

We have been waiting for this comparison, thank you ET team.

[@ETMONEY]

Our pleasure! Do share it with your friends and family and help us reach more people.

[@mounigupta9090]

​@@ETMONEY Hi ET Money team, very glad to be a subscriber of you. I request you to share your thoughts on ICICI Prudential Regular Savings Fund, ICICI Prudential Passive Strategy Fund, please do a video on these both funds 🙏🏻 thanking you in advance

[@seshubabusc]

Superb sir

[@dr.riteshchhabra3611]

As always nice and informative ET money.. Kindly do a comparison of Nifty 500 momentum 50 index fund vs Nifty 50 alpha index fundfund

[@SukhchainGoyal]

Superb presentation and simple language. Good work! 👏

[@ravikumars6028]

Thanks for the valuable video this helps in lot to invest in index fund....

[@sandyg241]

So active momentum fund can take advantage of both ho about investing in quant momentum fund?

[@raghunathbellala4226]

Thanks for the nice summary! Loved it.

[@prashantkharade2945]

Excellent video... Kind request to list the investment options of alpha and momentum with respect to the index in detail. So its easy to pick up.

[@padmanabhshenoy3924]

Very insightful and informative.

[@seetharamanrajappan6166]

Very good analysis and useful for investment.

[@SandeepSindham]

Please check at 11:46, you are telling Nifty Midcap 150 Momentum 30 but in the video it is shown as Nifty Midcap 150 Momentum 50.

[@v3nkattrader684]

This is what I have been looking for ...

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@kevalkumar9694]

Completely perfect video with all required parameters comparison that too on perfect time. Thanks for such insightful content. Can you please make a video and explain complete methodology "How to calculate Alpha Score & Momentum Score" starting from stock selection (Nifty 500) to Final score of that stock (Alpha and Momentum both) and then making an Index by same method of Nifty Indices. Would be great help to investors.

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@malepativishwanath4528]

I was researching about this factors in the morning here you are came excellent video.my request to is compare momentum vs value vs alpha indexs and make an video on it.

[@ETMONEY]

Good to know you liked the video. Thanks for your suggestion too. Will share it with the team.

[@venuvk18]

Very nice information.. 😊😊😊😊 TQ so much..

[@ryanwilliams989]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[@StellaMaris-lv2uq]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

[@hunter-bourke21]

Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 15% this year alone... maybe you should do the same.

[@maggysterling33254]

@@hunter-bourke21Do you mind sharing info on the adviser who assisted you?

[@hunter-bourke21]

Definitely! All of this happened in less than a year after *Izella Annette Anderson* told me what to do. I started with less than $100,000, and now I'm about 17,000 short of having a quarter million dollars.

[@TheresaAnderson-kf5xw]

Thank you. I will search on her site online and do my due diligence. If She seem proficient. I write her an email and scheduled a phone call

[@sujayr8804]

Sir... Which one is best among flexicap and nifty 500 momentum 50 index fund??

[@MikhoyanMiG]

Nifty 500 momentum 50 index is a flexicap in itself.😊

[@vijaychhabra9132]

Pls make videos on How NSE selects stocks on momentum and alpha index, so that users can create their own stock portfolio based upon such research through their own universe

[@Rranglani]

Thanks for video, this is best comparison of strategy indices ...

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@lalitmeghani5085]

Nice Video Sir.Sir kindly make a video on LIC multi cap fund.

[@charyk9800]

Very Good Analysis. Nicely presented. Thanks.

[@ETMONEY]

Glad you liked it! Do share it with your friends and family and help us reach more people.

[@atulc2830]

This is what I was looking for

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@nabajyotibiswas8537]

Wonderful analysis

[@krishnaaskr]

what about small cap 100 momentum quality ETF?

[@drjanga3669]

sir easy to understand thanq

[@anumehra9541]

nice thanks

[@SD-sv7xt]

Thank you for this very very useful video. Thanks a lot.... Please make such kind of videos in future.

[@ETMONEY]

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[@preethishukla8403]

very nice explained .

[@kcsnew]

Top analysis 👌

[@suryakathiravan]

I already invest in Nifty 200 Momentum 30 and Nifty Alpha 50

[@koustavpoddar]

You did it just looking at the trailing returns. During a bear market you will see massive drawdowns and your total CAGR/XIRR will come down significantly. Hope you would be able to stomach it!

[@subhajitmalick7406]

What if I am planning for long term .is it good to invest in it or not​@@koustavpoddar

[@dr.riteshchhabra3611]

If one has to pick one..which is better in your opinion

[@koustavpoddar]

@@dr.riteshchhabra3611 According to me low volatility is the best factor so far. It may not guarantee high returns, but the fall during bear market will be low, and hence suitable to stay invested for long term. How long you stay invested will matter more than returns to create actual meaningful wealth. Because returns will fluctuate from time to time and it is something not under your control, however it is completely dependent on you on how long you are going to stick to investing in any fund. Longer you stay invested in a fund the more chances of creating wealth, rather than always chasing the funds with the best returns and jumping from one funds to another. Also no fund will be best performing forever so it is not feasible for an investor to choose a fund with highest returns with absolute certainity.

[@subhajitmalick7406]

@@dr.riteshchhabra3611 nifty 200 mmntm 30 if you are a agressive investor and have patience then invest in it for long term

[@drsalilsingh9474]

Thank you so much for such an insightful video and the pains taken by you

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@yuvraj2038]

Great information

[@ankuragarwal9840]

Hi ETMoney, would you like to review returns of multiple factor index like alpha low volatility index. Thats okay if the displayed information was incorrect while making the video, but we request you to please acknowledge if that was incorrect info or if we ourself got it wrong. Anyways wonderful stuff and analysis. It would really be appreciated if you hiys can comment in any discrepancy or not within the video to help us people better.

[@ebulliraju7425]

Excellent analysis! Kudos ❤

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@rajitsehgal1263]

Excellent clarity.

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@GyanYogaAcademy]

Very helpful. Thank you

[@5966ramesh]

Excellent analysis. Thank you 🙏. Sharing with my friends.

[@punish43]

Kindly tell which is best Nippon india small cap or SBI small cap for 29 years time

[@ETMONEY]

Hello, we have reviewed both these funds as part of our fund review playlist. We recommend you to watch their videos. Link to the playlist: kzbin.info/aero/PLeKo6nJG1Qj3Qp6gA84SUGVAAL8zAPfHD

[@KPS_04]

What is Nifty alpha 50? Does it pick the best 50 stocks based on alpha among the top 500 listed companies? Or it picks only from the large and midcap space?

[@dm5665]

Out of top 300 stocks 50 selected

[@dineshdilli]

Awesome 🙌

[@NS-bc3wv]

Really wonderful excellent video

[@eeemanikandan]

Good analysis

[@jishnu18]

You guys have messed up with nifty smallcap momentum quality index fund. You showed its Rolling returns of 20.7% in CAGR section where as its 7 yr CAGR is 23.8% and in rolling returns you posted some random number where it's actual rolling returns is 20.7% not 17%. It was addressed by someone before and still if you haven't resolved this then sure it's look like you were paid by fund houses that are launching alpha funds

[@MrChaitanyadeep]

Awesome analysis 👌👍

[@ETMONEY]

We are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.

[@bestmusic2769]

Momentum index vs Alpha index vs Small cap mutual funds.. which is better in long term?

[@MikhoyanMiG]

Nifty 500 Momentum 50 index is the best .

[@sruthireddy136]

Please also add overlap between similar categories of funds example nifty 200 alpha 30 and momentum 30

[@AlexandraGray-t4]

Tesla stock dipped severally , resulting to about 23% drop in the shares value this month. I seriously need suggestions on how to diversify my $400k portfolio made up of volatile TSLA.

[@seshafarmspalmarosa1267]

Well explained.... Thank you...

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@hutu3189]

Hi Etmoney team, very informative video. Thank you for doing all these hard work. Could you please also make video on 200 Momentum 30 index VS BSE enhance value index? Thank you in advance. GOD BLESS

[@ETMONEY]

Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family. Will surely share your suggestion with the team.

[@MultiPraveenk]

Thanks for sharing this video 🎉

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@sivareddyt6892]

Really very very good analysis

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@sourishchatterjee7284]

Please correct : it is small cap 250 momentum quality 100 in time 10:80 mins

[@ssyoagesh]

Insightful video 👌

[@LoanClub]

Very good video

[@rithikgnanaprakasam7909]

Genius talk

[@rajanra3644]

Hi..it's very nicely explained video to common man.. Can you make a video for Index fund vs momentum fund vs active mutual fund pl? Example is Nifty midcap Index fund vs edelweiss midcap 150 momentum 50 index fund vs motilal Oswal midcap fund?

[@pradeepraja1266]

Very informative

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@ankitjoshi152]

Thank you. very informative video. what about bse momentum index it has also delivered around 75% return in last 1 year

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family. We have talked about the BSE Momentum index in another video: kzbin.info/www/bejne/g6mti2evidSUoaM. As of now, there is no fund based on this index.

[@anupammishra492]

Very insightful.

[@ETMONEY]

Please share this video with your friends and family as well.

[@ghostlink8824]

Please make Next video on Enhanced Value Index !!

[@prasadpasala1340]

what about Actively managed momentum funds (Samco momentum and Quant Momentum fund). is Their portfolio structure similar to Index momentum funds? Of these, Actively managed momentum funds, Index momentum funds, Alpha funds, which is performing better. Please comment sir.

[@ETMONEY]

Actively managed momentum funds have a very limited history. We have talked briefly about these funds in this video: kzbin.info/www/bejne/g6mti2evidSUoaM

[@mahnazsingh6887]

One Doubt- These are all momentum funds so eventually one should go for 1 out of these or multiple bcz their stock selection universe is diff

[@AmitAgarwalCricket]

Stock selection is same as all momentum funds are index funds of same 30 funds in momentum. So, one is enough. I too have one momentum fund

[@anandhmurali]

I was asking for this momentum index for a long time. Thanks for this video.

[@ETMONEY]

Glad it was helpful! Do share it with your friends and family and help us reach more people.

[@nikhilkraleti267]

Please review Quant flexicap 4k Parag PArekh tax ssaver 3k Canara robeco small cap 3k Motilal midcap 2k Edelweiss midcap 3k

[@sruthireddy136]

The best. no nonsense

[@ETMONEY]

Glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

[@MyDoctorUncle]

Amazing

[@vivekvardhan5689]

Next level

[@Ankitgor123]

very interesting

[@commentpurposehi8475]

Sir I have one question Why Alpha ETF and mutual funds give additional insurence free but why not other mutual funds and ETF?

[@umamahesh9198]

Those are ulip policies

[@arnlaish3940]

Thank you so much for this video, this was exactly I was looking for

[@gauthamashok7137]

Awesome Perfect video in right time Can you also compare one abt Value Indices which has recently delivered 100%

[@ETMONEY]

Thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family. Will share your suggestion with the team.

[@VarunRealme]

Now we have a mutual fund by tata for Nifty 200 Alpha 30

[@sandippimpalkar2501]

Is edelwise business cycle fund is alfa

[@ETMONEY]

Hi, Edelweiss Business Cycle Fund uses a multi-factor approach. It uses a combination of 4 factors

[@Abshajkaka]

Watched the vdo but still did not get it.....should one invest in both or just 1...and if 1 then which 1?

[@BharatVibes.]

I guess both will create balance.......alpha 60 : momentum 40 or vice versa, as per risk taking ability

[@SureshK-ck3qq]

Gud Guyz