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

[@shankarnath]

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: kzbin.info/www/bejne/fmrTe5araL6Ehc0

[@aloksharma3712]

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

[@shankarnath]

@@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.

[@JimitDoshi-g7f]

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

[@saketlal8348]

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]

@@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.

[@anupammahor]

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]

@@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]

Very nicely explained

[@kishankalariya]

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

[@kamalbardia8203]

I prefer UTI Nifty 50 fund.

[@aadeshgwal3777]

Completely agree with you.

[@GenuineSmile2018]

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]

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]

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]

​@@shankarnathsir please give answer to this query

[@shankarnath]

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

[@AG444FF]

​@@shankarnath ok thanks sir

[@sacphilip]

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

[@shankarnath]

Thank you!

[@dheerajkukal8475]

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]

Perfectly explained about this channel

[@shankarnath]

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

[@premkalyan]

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

[@shankarnath]

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

[@siddharthjain49]

This channel is pure gold .

[@thatguywithm]

However this channel seems to prefer equity over gold.

[@shankarnath]

Thank you Siddharth 🙌 Glad you like my work

[@Echoes-Of-Life-with-me]

Amen !

[@abhilashravichandran]

Indeed

[@megaspacebar4664]

Diamond.

[@neprammalemnganba2565]

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

[@shankarnath]

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

[@y.krishnamohan1915]

Thanks for your hard work

[@shankarnath]

Thank you Krishna Mohan for your kind appreciation and for this gratuity. I'm glad you liked this video .. I've been using this strategy for sometime now and so far, it's worked.

[@DrShaikAhmad]

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

[@shankarnath]

Thank you so much 🙌

[@imdeonewhoknocks]

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.

[@satyaswaroopc5865]

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

[@shankarnath]

Most welcome 🙌

[@manmohanrao3026]

Thanks

[@shankarnath]

Thank you so much Mr. Rao for this kind gratuity and your appreciation. I'm glad you like my work. This particular strategy has changed my investing aswell and I'm now a big fan of having momentum in one's portfolio. Do explore "momentum" -- I have more videos on it in my channel. Thx again!

[@pkprprempavankumar8749]

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]

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]

@@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]

@@pkprprempavankumar8749 Thank you!

[@kasiramanv6070]

@@shankarnath🙏🏼

[@manmohanrao3026]

🙏

[@SHALEENDAVE]

Thanks! Dear Sir, first of all I am grateful to you for teaching such marvellous techniques. I have 2 small doubts: 1. In the momentum switch excel you have shown value of nifty 200 momentum 30 value as 23740. Whereas when checked historical trend, in December of 2022, it is not more than 20000. Please confirm if that is a typo, as I have cross checked the same in NSE data. I believe we are talking about same values of momentum index. This understanding is crucial for me. 2. If momentum index goes down at a slower rate, say 5% down per month, then the momentum switch may never activate. Is it ok to continue with momentum in that case? PS: Sir, don't worry I am asking this only for concept clarity and any investment decision will be my own responsibility.

[@shankarnath]

Hello Shaleen - thank you very much for your kind appreciation and for this wonderful gratuity. I'm happy you found this video useful. 1. I am using the Nifty 200 Momentum 30 TRI (the total return index) while when you see on other websites, they'll show the PRI (price return index). TRI is PRI plus dividends so it is the more important index as it gives total shareholder returns. You can find total return index on niftyindices.com Actually 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 5. Then the dates 6. Click Submit 2. Yes. Even if the pace of momentum reduces, I am OK with not switching to value until the conditions are perfect for a value switch. Hope this helps

[@SHALEENDAVE]

@@shankarnath Dear Sir, that helped me a lot. Thanks for your kindness to respond in detail.

[@learnwithshaa]

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

[@shankarnath]

Glad you find my work useful and informative!

[@nitmat14]

I like this investment strategy. Its crisp and can be adjusted based on market. The only issue i see is that these are mostly ETF as there are very few mutual funds with these themes and the AUM is very small on those. Any suggestions for mutual funds following this strategy?

[@shankarnath]

Thank you very much. 1. The two funds I've picked up here have ETF and Index fund (mutual fund) variants available 2. These factors will continue to have low AUM as awareness is on the lower end & many AMCs plan to launch these. Personally, a low AUM in an index based strategy has never bothered me

[@khudanpursandeep]

Absolutely brilliant! Thanks a lot for sharing the worksheet!

[@shankarnath]

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

[@rsv1503]

8:45 Exit meaning. Withdraw full from Momentum and invest in value or Keep the investment in Momentum fund as it is and invest fresh amount in value. (Viceversa). Please clarify.

[@shankarnath]

Yes, its complete exit. Sell -- lock, stock and barrel. That's what the simulation assumed.

[@rsv1503]

@@shankarnathThanks for clarification.

[@navneetnsit09]

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

[@shankarnath]

Thank you very much! Glad you liked it

[@shekarnuts]

Thanks

[@shankarnath]

Thank you very much for your kind appreciation and for this nice gratuity. I'm glad you found this video informative and helpful. 🙌

[@pulinsamantray6571]

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]

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

[@akshayvengal4628]

Hello Sir, Momentum switch portfolio seems like a good option for lumpsum investment, does this strategy work well with SIP-style investing? (i.e when we are invested in momentum add SIP in momentum and when we are invested in value-based fund add SIP in value fund ). How did you find out the 22% interest rate in momentum switch method since it is not mentioned anywhere in excel sheet. It would be great if you could add XIRR formula in the sheet so that we can use it in future and keep track of XIRR otherwise it would be too difficult for us to know XIRR and when to pullout in case the method fails in future.

[@shankarnath]

Hello Akshay, 1. I have been using an SIP strategy for investing in a momentum index and I've also used lumpsum at time. There is no reason to suspect that an SIP strategy is not working, afterall SIP is just a way of systematic doing lumpsum payments. The same goes with value but here I've been using an active value fund (as a good index fund was not available for a long time); again I found no issues with an SIP 2. The XIRR is very easy to do. May I know what problem you are facing?

[@akshayvengal4628]

Hello SIr, I am unable to implement the formula or condition for complete switch along with SIP, at max I have implemented normal switch (i.e moving just SIP from momentum to value and vice versa, not able to move corpus )and also XIRR is giving weird number to me, is there any way I can share the excel with you?

[@shankarnath]

@@akshayvengal4628 Hello Akshay, I have added a new column (column G) in the Switch worksheet with comments. docs.google.com/spreadsheets/d/16xprDbEER1yeb8RbwqeV184kKQogXKQ_xZxLiMY1QZw/edit?usp=sharing

[@akshayvengal4628]

Thanks a lot sir, will test this out with small lumpsum amount, since now we have mutual funds for both the indices N200M30 and N500V50.

[@sundaraditya1266]

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

[@shankarnath]

Most welcome. I appreciate that!

[@ecinfosolutions]

The most impressive value investing channel I have seen on KZbin. Keep up the good work.

[@shankarnath]

Wow, thank you!

[@ecinfosolutions]

@@shankarnath can you pl share your email address and do you collaborate with businesses / brands?

[@shankarnath]

@@ecinfosolutions It's [e-mail] .. I do promotions and paid collaborations

[@darshannaik892]

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]

Glad to hear that. Most welcome!

[@siddharthjain49]

Please share the name of the the small case

[@jayakumar9976]

+1

[@mysoregopinathshantanu8800]

@darshannaik892 which smallcase is it ?

[@darshannaik892]

Windmill capital, Value & Momentum Smallcase.

[@sanjaymahajan9936]

Eye opener. Thanks for the video.

[@shankarnath]

My pleasure! 🙌

[@akhaleefa]

You are one of the best you tuber. Thanks a lot for your efforts. Regards.

[@shankarnath]

So nice of you. Thank you very much Abdul ji 🙌

[@aturhelprespect441]

I am seeing your video from last 2 times. Content you present and data analytics you use , needs lot of time and effort. Appreciate you and your team for great job done. Thanks Sankar :) Appreciated.

[@shankarnath]

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

[@strongpp240]

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

[@shankarnath]

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

[@arjungupta4816]

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

[@shankarnath]

Glad you enjoyed it!

[@arjungupta4816]

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?

[@TradingFitoor]

@@arjungupta4816NSE Total return index values

[@sangramkesharidas6767]

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

[@shankarnath]

My pleasure! Glad you are finding it helpful and informative

[@eskay2261]

Hello Sir, I have backtested your innovative idea of switching over between 2 ETFs but changing the fund combination. Nifty 200 Momentum 30 Index & Nifty 100 Low Volatility 30 Index Nifty 500 Momentum 50 Index & Nifty 500 Value 50 Index It is tested since inception, i.e., 1st April 2005 till 20th Dec 2024. Nifty 200 Momentum 30 index CAGR 20.90% & switching to Nifty 100 Low Volatility 30 Index resulted in a CAGR of 23.4%. Nifty 500 Momentum 50 Index CAGR 24.23% & switching to Nifty 500 Value 50 Index given astonishing CAGR of 26.9%.

[@shankarnath]

Hello. Thanks for sharing this. The switching can be a bit subjective so for people who want to take the passive approach, a 50:50 in momentum and value offers around 16% over the long run -- on a rolling return basis which is a stronger indicator of probable returns.

[@eskay2261]

@shankarnath Thanks 👍🏼

[@rohancoepmech]

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]

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

[@prime8krish]

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

[@drsabadami]

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]

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.

[@ShahbazHussain-jt8sb]

Pretty impressed with the research and hard work that went into making it so simple to understand. Well done team !!

[@shankarnath]

Much appreciated! 🙌

[@revanthgowd5744]

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

[@shankarnath]

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

[@torajneesharora]

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]

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

[@torajneesharora]

@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?

[@suganthan3]

​@torajneesharora I too have this question..now that nifty 50 looks weaker compared to major index like midcap , momentum, lv, value, etc

[@RajeshKumar-ut3mu]

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

[@shankarnath]

Thank you very much, Rajesh ji

[@AshishRohillax]

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

[@shankarnath]

Thanks Ashish ji

[@dipanshu0ag]

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]

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

[@jyotisood100]

After going through multiple videos, I finally found this one that answers all my questions.. Thanks Mr. Nath

[@shankarnath]

Happy to help! 🙌

[@karthikeyanv463]

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

[@shankarnath]

Thank you very much, Karthikeyan ji

[@RKD362]

Excellent..a unique concept!

[@shankarnath]

Thank you!

[@sushil2kashyap]

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]

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

[@भारतदौड़]

Very good i am learning with your video since 4 year

[@shankarnath]

Glad to hear that 🙌

[@harshitbansal1356]

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

[@shankarnath]

Thank you very much Harshit ji. Glad you liked it

[@axelashu]

Brilliant video...can you start a small case that has this momentum switching strategy

[@shankarnath]

Thanks! It's just two funds, a smallcase might not be warranted for this. I'll work out some other way to update this

[@axelashu]

@@shankarnath thank you. Looking forward to your solution

[@goalsignited3474]

Thank you Sir 🙏 your videos really help a lot.

[@shankarnath]

So nice of you. You're most welcome! 🙌

[@sunildagli5134]

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

[@rahul5690]

Hello Sir, Thank you for such an insightful video and showing us this wonderful strategy. I went over the google spreadsheet and have the following doubts. I hope you would be kind enough to reply and help me on this. For the Momentum based switch: 1.initially should be invest 50:50 in momentum and Value or based on the previous 3 months index data invest in either of the two 2.Can you please explain the Workings column in the Momentum based switch sheet, I am not able to figure this

[@shankarnath]

Hello, 1. You should start with either momentum or value. Pick one to avoid complicating matters 2. Can you exactly put down the questions on what you didn't understand in the worksheet?

[@rahul5690]

​@@shankarnathI did not understand the formulas used in workings column of momentum switch sheet when the switch happens from momentum to value and vice versa.

[@shankarnath]

There is no formula. I used simple observation here i.e. if the number turns from 1 to 0 or 0 to 1, then a switch prompt has been given. I generally allow for 2 months of 1s or 2 months of 0s before switching.

[@nagavenkateshg362]

On your query 2, From the data sheet it seems to me that the number of index shares corresponds to 10,000 rupees. It used to calculate value of 10,000 rupees before switching to value or momentum.

[@amannarula228]

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]

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]

Thanks . This helps @@shankarnath

[@agnivamallick2099]

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

[@mozo199]

Very insightful, Shankar.

[@shankarnath]

Thank you

[@mozo199]

@@shankarnath this is next level attention, did not expect a reply, forgive my laziness but why did you choose 3 months 20% and did you try any other variations such as 4 months and 15%? Thanks Shankar

[@wisdomhatchwithsuresh]

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]

Thank you very much Suresh 🙌

[@sumitgupta2k5]

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

[@medikurthisreenath]

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

[@surbhiagrawal742]

Did that yesterday..it's one of the best schemes although PPL are scared after Sharad Mehta case I believe..

[@KChatt25]

Excellent analysis

[@shankarnath]

Thank you!

[@udayprabhu705]

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

[@vinuramji]

super insights - appreciate, thank you Shankarji

[@shankarnath]

You're most welcome 🙌

[@sauravkataruka1]

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]

Thank you very much for your kind words and appreciation

[@praveenkumar-ki4bl]

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

[@shankarnath]

So nice of you. Thanks!

[@amoljain4604]

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]

Thanks. They are equity and index funds.

[@gursimranbrar8579]

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]

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

[@drfaheem05]

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]

Thank you for your continued patronage

[@human_oid9994]

Ur channel is a high valued and now in a momentum 😊❤

[@shankarnath]

Thank you so much 😀

[@Musashi279]

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]

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

[@SumChatter]

Momentum + Value. Food for thought, indeed. Windmill Capital on Smallcase has a Value & Momentum smallcase. For novice investors, perhaps an expert (fund manager) who rebalances the portfolio from time to time would be a good idea. Thank you for another great video. Sumeet

[@shankarnath]

Most welcome. Glad you liked it!

[@shankerhs9667]

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]

Thanks for the suggestion

[@shanthimurugan9981]

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....

[@4RVIE]

They way of your presentation of your video is excellent and it’s highly professional

[@shankarnath]

Thank you very much

[@LastBencher14]

what are the 2 names finally ?

[@yogeshshewale2]

NIFTY 200 MOMENTUM 30 INDEX NIFTY 500 VALUE 50 INDEX

[@mukeshgupta6256]

Thanks for time save​@@yogeshshewale2

[@vamsikiran5723]

@@yogeshshewale2

[@cocktail2146]

​@@yogeshshewale2thnx. U saved my 11 min.

[@pahuja63]

Excellent video. God bless you.

[@shankarnath]

Thank you!

[@abhiramkumar6592]

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

[@jeetindersinghsaluja]

God not g

[@shankarnath]

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

[@karanbirsinghrai190]

24 carrots? 24 gaajar?

[@maulik2500]

This guy makes most informative videos on stock market

[@ankitaggarwal001]

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]

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]

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

[@shashanktiwari9354]

@@shankarnath +1 on the video request!

[@satyamprakash5814]

Sir apka har video ek se barkar ek hota hai,aap imandari purvak investor ka margdarshan karte hai. Aap investor ko fish pakarkar dete nahi hai balki pakarne ka tarika batate hai God bless you.

[@shankarnath]

aapka bahut bahut dhanyavaad. mujhe khushi hai apko mera kaam pasand aaya

[@SathyaKumarM]

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]

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]

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]

​@@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]

Thank you sir

[@pappuzion1130]

Thank you sir @shankarnath

[@RajangamSivaraman]

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.

[@tusharjha5787]

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]

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.

[@vinayakkamat4832]

Thank you. Interesting insights, an eye-opener.

[@shankarnath]

Glad it was helpful!

[@paulsong5845]

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

[@dailyonthecamera]

Let me know if anyone finds one.

[@premashish41]

Nifty 200 Momentum 30

[@user-sq2hd3zr8w]

excellent video and analysis-thank you

[@shankarnath]

Glad you liked it!

[@vinayp20211]

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]

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

[@vinayp20211]

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

[@haribram]

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

[@shankarnath]

Thanks a ton! I'm glad you like them

[@PareshPatel99]

Those who are looking for Fund names, hit like ❤ 1. UTI Nifty200 Momentum 30 Index Fund 2. UTI Nifty 500 Value 50 Index Fund

[@shubhamsinghpatel9288]

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]

Great to know that Shubham ji. Thanks for your appreciation

[@user-sf6fb1kw1h]

in PE ratio based switch, if Nifty PE < 18, then we should go for Value beacause we may get stuff at lower valuation (which value investing aims) & when Nifty PE> 24 , then we should switch to Momentum Isn,t it right approach? BUt you took opposite why?

[@shankarnath]

Think of this problem like a racing horse owner. Let's say your horse is well rested (PE of 18), would you tell the horse to run faster (momentum) or steady (value)? Likewise, let's say the horse is tired (PE of 24), would you tell your horse to run faster (momentum) or stead (value)?

[@karnajitw]

Wow love the quality of your analysis. Very neat.

[@shankarnath]

Glad you think so! Thanks

[@rajeshksingh2274]

Thanks Shankar for all the enlightenment.

[@shankarnath]

My pleasure. Glad you liked it

[@mdwaquaruddin165]

In the long run, this channel will outperform its competitors by a significant margin.😊😊😊

[@shankarnath]

Thank you for your kind words!

[@SRavichandranIndia]

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]

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.

[@mysoregopinathshantanu8800]

You bring value in every video. Great work. 🙏

[@shankarnath]

Thank you!

[@Vivek-g3r]

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

[@shankarnath]

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: kzbin.info/www/bejne/e6XYe5RjidOGmZY

[@ashwinchoubey3316]

Thank you sir for your insight. In momentum base switching when momentum drops by 20 percent what do you mean by exiting momentum fund and investing in value, does it mean that we invest all money of sip in that duration in value, or does that mean we withdraw all corpus from momentum and invest it in value

[@shankarnath]

Yes, that's what I simulated with i.e. sell all when switch is effected

[@surajdas7700]

Awesome video 😮. Very insightful for a new investor

[@shankarnath]

Glad you liked it 🙌 Thanks!

[@virajcghatlia]

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]

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

[@virajcghatlia]

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

[@zoheb50]

Hi Shankar. Can you guide me the right time for a lumpsump as currently there is a dip in market, should i wait for market to correct more? Also i am thinking to invest in combination of nifty200M30 index fund & s&p bse index fund

[@shankarnath]

Hi. I've not across any study that's been able to determine the right time to invest but generally: 1. Think of your worst case scenario, say 20% 2. Split your lumpsum money in 4 parts 3. Invest the 1st part when the market dips by 5% 4. Invest the 2nd part when market dips by 10%, 3rd part at 15% and last part at 20%

[@zoheb50]

@@shankarnath Thanks.🙏

[@akshaynarwadkar5264]

Sir In the value section, you showed nifty 50 value 20 @3:44 But when showing returns in yur study with momentum, you considered nifty 500 value 50 @4:05 Which one shall we consider

[@shankarnath]

The study was done using Nifty 500 Value 50 - pls use that. The Nifty 50 Value 20 was just a slide I picked from a previous video, you can ignore that

[@akshaynarwadkar5264]

@@shankarnath But sir I compared the returns and risk of nifty 50 value 20 It is better than nifty 500 value 50. Can you pls also that once

[@garg738]

Very informative video....

[@shankarnath]

Thanks a lot

[@santhoshkumarchakilam8126]

@shankarnath sir thanks for the video . One missing part of the video might be - what is the best weightage one can give to get most out of both of these founds for a longer term. is it 50% momentum - 50% value 60% momentum - 40% value. Please share with us if you have already back tested such approach and if yes - does 50-50 in both funds still stand at the first place in your recommendations ?

[@shankarnath]

The data dump is available in the worksheet (link in description). Please feel free to try out multiple scenarios.