Why Momentum Investing is now 15% of My Portfolio? | How to Find Momentum Stocks | Momentum Funds

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Momentum as an investing strategy suggests that well-performing investments tend to continue their success while under-performers struggle. This might sound counterintuitive but historical data shows that a momentum portfolio does better than a market-cap or a value-style fund over many years. Notably, the Nifty 200 Momentum 30 and Nifty Midcap 150 Momentum 50 indices have delivered impressive returns, often surpassing broader market indices. Further, we look at several instruments including momentum index funds, ETFs, momentum smallcases and also actively managed momentum-based mutual funds. And in the last section of the video, I looked at various momentum strategies ranging from price momentum, 52-week high momentum, dual momentum etc.
👉 Video Chapters:
00:00 What is Momentum Investing Strategy
02:09 How to Find Momentum Stocks
04:18 Performance of Nifty Momentum Index
07:03 Investing in Momentum Funds, ETFs and Smallcases
10:28 Types of Momentum Strategies
► To subscribe & read previous issues of my newsletter : shankarnath.com
► Dual Momentum Investing by Gary Antonacci (book link) : amzn.to/3OLq698
#momentuminvesting #momentumstocks #momentumfunds
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

[@shankarnath]

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[@m.ravikiran2243]

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.

[@shankarnath]

Thank you very much. I am glad you like my work & it is helping you improve your financial life and journey. Wishing you the very best.

[@m.ravikiran2243]

@@shankarnath thank you.

[@Sandy_24365]

​@@m.ravikiran2243Sir can you please name the fund you invested in. Just curious.

[@m.ravikiran2243]

@@Sandy_24365 kotak nifty 200 momentum 30 index

[@thinkdeeperdeeper3147]

​@@Sandy_24365pick any nifty 200 momentum 30. I picked Motilal Oswal, since it protects downside better than others. For ETFs in same category, pick hdfcmoment or momomentum

[@chocchait]

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.

[@sudheendranmaruthinath6325]

Insightful...Thank you for sharing

[@shankarnath]

Most welcome

[@parasbansal]

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

[@shankarnath]

Great to hear that!

[@joejosh79]

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

[@shankarnath]

The full monty

[@haridevarinti6581]

Great insights. You are the only one doing videos on advanced topics like this. Thanks alot. Helpful for us.

[@shankarnath]

Most welcome. Glad this was useful 🙌

[@rkn3383]

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

[@shankarnath]

I'm happy my work helped you. Wishing you the best

[@meerkatfrolic]

👍🏼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! 🔆

[@shankarnath]

Thank you so much for the kind words and appreciation.

[@anuragjain7751]

Superbly done...

[@shankarnath]

Thank you

[@satheshkumar5870]

Superb & Useful information Video 📸

[@shankarnath]

So nice of you. Thanks & glad you found this informative

[@basavarajathani4537]

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.

[@shankarnath]

Most welcome 🙌

[@shantilal007]

Another Amazing Video Shankar, Thanks for keeping us educated

[@shankarnath]

My pleasure. Glad you liked it!

[@ravichandar5426]

Very very timely video Dear Shankar. Thanks so much.

[@shankarnath]

You're most welcome 🙌

[@arvindgandhi1007]

Thank you very much Sir.

[@shankarnath]

Most welcome 🙌

[@HimanshuGupta-ex4yq]

As always, great content, thought provoking. Thanks Shankar

[@shankarnath]

Thank you!

[@harikrishnanjavahar6718]

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. .

[@sreekumar86]

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

[@shankarnath]

Most welcome. Apologies, I haven't reviewed the multi-factor index covering momentum and quality.

[@himadrisarkar5464]

Pls do 🙏

[@klokesh5959]

Excellent content🙏

[@shankarnath]

Thank you 🙌

[@DrShaikAhmad]

Awesome work Sankar.

[@shankarnath]

Thank you

[@dinakardonkada3557]

Great Insight . Thank you

[@shankarnath]

You're very welcome

[@sacphilip]

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!

[@shankarnath]

Glad you found it useful

[@the_penetrator]

Why not stick to a momentum index fund?

[@sacphilip]

@@the_penetrator because he will beat it.. Watch the video

[@dsaha7700]

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

[@shankarnath]

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

[@SRavichandranIndia]

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

[@shankarnath]

Most welcome

[@baskarchockalingam2421]

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,👍👍

[@souravbhowmick9274]

Just like a wow..Hats offti you Sir❤

[@shankarnath]

Glad you liked it!

[@Tum_Tum_]

Your thumbnail and video editor are as genius as you❤

[@shankarnath]

Thanks

[@inspirebits]

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

[@balajib4485]

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

[@shankarnath]

Most welcome. Sorry, I have not looked at quantamental.

[@shanthimurugan9981]

I find almost all equity schemes of quant include momentum stocks and hence their portfolio churn happens frequently. Also that also may be the reason they fail more than their indices when mkt falls...

[@BLRsanket]

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?

[@shankarnath]

Thx! Momentum's perform in periods of downturn was discussed in this video in tabular and graphical form. Pls have a watch of the video again.

[@himadrisarkar5464]

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.

[@shankarnath]

Thank you very much!

[@alageshan61]

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

[@shankarnath]

Most welcome, glad you liked it. Please avoid comparing momentum investing (equity) performance with invoice discounting (which is an unsecured business loan) -- these are two different asset classes. Pls read more about the two of them independently on the Internet

[@kirangowdan7478]

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

[@shankarnath]

You're most welcome. So nice of you 🙌

[@PradeepKumar_prad_pune]

@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?

[@anirudhkashyap23]

do you think the market is overvalued

[@pskarthic]

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

[@shankarnath]

Thank you. Curious to know -- what do you want to know other that what I have explained in the video with re: active and passive momentum fund?

[@ojaswinimalukar]

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

[@shankarnath]

Glad it was helpful. Wish you the very best

[@santunubhaduri5353]

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

[@ritammukherjee3272]

How has been your returns brother? And do you invest in lumpsum or SIP in momentum funds?

[@jitendertaneja2269]

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

[@JVadvise]

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.

[@shankarnath]

I'm sorry, I don't have specifics. If you are keen to know more about this subject, may I request you to watch some videos of Gary Antonacci (interviews/podcasts he has done). I'm sure he would have given some recent data/updates on weights in those talks. If you find something, appreciate if you can share the same with me too on email -- [e-mail] .. thx in advance!

[@rajashekarreddy4912]

Any better MF scheme tracking this to consider? Plz advice

[@shritejkz]

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

[@shankarnath]

Hi. While I did this manually as there were only 10 stocks .. but to do it for 1000s of stocks I could have used the 6 month return that screener gives and back-calculated the share price.

[@Dheerajkumar-gx5ty]

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

[@thinkdeeperdeeper3147]

i starred momemtum in Feb 1st week, 2024. Outcome is not good till now. I know it will be good in a few more months. But some others who started in late 2023, dont use that as 'normal market condition'. Given passive momentum might have taken a beating, need to check if active momentum made a difference in past 3 months.

[@venstomon931]

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

[@shankarnath]

Glad you liked it

[@rupakmitra224]

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.

[@shankarnath]

Thank you for your appreciation. We have 15+ years of backtested performance data of the momentum indices as compared to Quant Momentum Fund's 3 months of performance data. I'm not sure how an insight can be developed from this, the data period is too little.

[@rupakmitra224]

Thanks for your reply. It will surely help to make decision. Rest of the thing market and time will tell, not in our hand.

[@y.krishnamohan1915]

Thanks

[@shankarnath]

Thank you so much, Krishna Mohan for this kind appreciation and gesture. I'm glad you like my video.

[@StockMarketHelp]

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

[@shankarnath]

Thank you so much for the vote of confidence

[@sarikasharma1080]

@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?

[@shankarnath]

As the corpus is huge, please explore using the services of a fee-only financial advisor to help you with these queries and align your investment in line with your goals, cashflows, expectations, risk, liquidity and other factors.

[@ankitrajanshu2579]

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

[@shankarnath]

I don't think so. Please check the presentation in Quant's website

[@growwealth4885]

Please make more videos on momentum investing

[@shankarnath]

Thanks for the suggestion

[@ssss-ny2kb]

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

[@shankarnath]

Hedge funds definitely do that. I don't think it's allowed with mutual funds or index funds

[@kakashisenpai99]

Shankar you are the best .. The content is interesting

[@shankarnath]

I'm glad you liked it

[@singaramsingaram2075]

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 😊

[@sudeeptapanda4876]

There are 2 more passive value funds as far as I Know. Nifty 500 value 50 offered by UTI/Motilal/ICICI fund houses and Another is Motila Oswall S&P BSE Enhanced Value Index fund

[@arunbist9682]

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

[@shankarnath]

Sorry, I don't know this

[@saurabhIndianboy]

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

[@shankarnath]

Hello Saurabh, my study shows momentum markets do well in bull markets and poorly in bear markets. Markets being at an all-time high in not indicative of bull or bear markets

[@rajeevroy4383]

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

[@shankarnath]

Most welcome 🙌 I didn't discuss any particular investing strategy but generally if you are keen on adding to your large cap stack, go for Nifty 200 Momentum 30 index fund and for mid cap, go for Nifty Midcap 150 Momentum 50 index fund.

[@npurushothaman]

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

[@shankarnath]

Thank you very much. I use screener.in .. the screengrabs in the beginning were also from there

[@npurushothaman]

@@shankarnath Thank you for your quick reply. Much appreciated.

[@shankarnath]

@@npurushothaman Most welcome

[@purnimaavadhany9577]

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

[@shankarnath]

Hi, I've never really differentiated between the two. I guess the difference must be line with that of an MF vs ETF

[@shivamkakkar27]

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

[@shankarnath]

Thanks. I picked it up from one of the scheme's momentum indices factsheets -- using the Nifty 200 Momentum 30 index

[@samirmasrani9810]

Nice one....

[@shankarnath]

Thanks

[@priyankpoddar3226]

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.

[@shankarnath]

Hello Priyank ji 1. The comparison between active & passive momentum is there in the video itself - pls have a watch. 2. Which smallcase (I'm assuming you mean within momentum) is difficult to answer. Smallcases are closed communities i.e. we don't know much about the portfolio, sectors, weights etc. Its the smallcase owner's proprietary logic so it's difficult to compare. I connected with the smallcase team on giving me access but since these are propreitary, they couldn't offer me one -- which is understandable & I'm glad they respected the owner's rights 3. SIP vs lumpsum in momentum fund is not clear. May I know what you need here? If it's returns please use valueresearchonline.com or moneycontrol.com or advisorkhoj.com for the same. They have a lumpsum and SIP returns calculator there

[@dr.riteshchhabra3611]

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 !

[@shankarnath]

Thank you! All the best

[@sandyortn]

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

[@shankarnath]

I don't have historical data to present an opinion. Can I circle back when I have more info on that front?

[@sadrolia]

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.

[@shankarnath]

Most welcome. I'm glad you like my work!

[@heysaswata]

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

[@subrahmanyabk8744]

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

[@shankarnath]

I have a video on Quant and their VLRT framework. Pls have a look: kzbin.info/www/bejne/jaKpfpunh82JmNk

[@shivendrasingh7929]

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

[@shankarnath]

Thanks. The historical data is available on niftyindices for the Midcap150M50 index. You might want to look at that

[@guru3309]

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

[@shankarnath]

Thanks for the suggestion

[@rajivbhatnagar6341]

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..

[@shankarnath]

Most welcome. I haven't analysed HDFC Life or SBI Life recently so have no views on it. But to improve your own decision making, may I request you to watch this life insurance industry analysis on how to decide on one stock from another. kzbin.info/www/bejne/p5qmdJ1vaJuhb6c

[@grandhinvdprasad8033]

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.

[@shankarnath]

Thank you. I didn't understand your question. Can you please rephrase it and ask a specific question rather than a broad one?

[@haridatta5495]

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.

[@shankarnath]

Thank you. Apologies, I have not analysed the S&P BSE Enhanced Value Index fund or the Nifty 50 Value 20 index fund in detail. I'll circle back once I do that.

[@prithirajpanigrahi1767]

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!

[@shankarnath]

Tax will have to be paid on the sold units -- between 10 to 15% of the capital gain depending on which ones are STCG and LTCG applicable

[@stockguruji2160]

Momentum strategy would work well with sector rotation

[@aashusingh1059]

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

[@shankarnath]

Hello: 1. Please type nifty small cap momentum fund on Google search. You'll find one from Mirae Asset 2. Quant has a presentation on their momentum fund. Link: quantmutual.com/Admin/Pdf/quant_Momentum_Fund_Presentation.pdf

[@venkatveginati7780]

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

[@shankarnath]

Thank you. I plan to keep it forever

[@rohitmania1]

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.

[@shankarnath]

I believe it is; the historical data supports that & I haven't heard valid arguments yet on why Indian stocks will be devalued in the future

[@harshitpaul8381]

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

[@ankitjoshi152]

Sir what about S&P BSE momentum index ?

[@shaonnag392]

Valuable content ❤

[@shankarnath]

Thank you!

[@vijayjohny]

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

[@FK12390]

+1

[@SathishKumar_TS]

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

[@shankarnath]

Momentum and PE are two different factors. You can choose to adopt a single factor approach or a multi-factor approach. You can know more about factors here: kzbin.info/www/bejne/fmrTe5araL6Ehc0

[@sudeeptapanda4876]

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?

[@shankarnath]

Hello. I have not analysed the Mirae Asset Smallcap 250 Momentum Quality 100 fund yet. I'll circle back once I have gone through it.

[@sudeeptapanda4876]

@@shankarnath Thank you. It's a well worth waiting for your video as that will come up with a high quality analysis for sure as always.😊 Thanks a lot 🙏 for educating many people like me.

[@gauravbhandari14]

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

[@shankarnath]

Thank you. I have 2 index funds - N200M30 (for 3 years now) and NM150M50 (recently started, 4 months back)

[@nnehriya]

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 😊.

[@shankarnath]

Thank you very much, I'm glad my work is helping you

[@binoychoudhury7976]

Great stuff, stay blessed.

[@Nilkamalsha75]

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.

[@shankarnath]

Apologies. I don't have an opinion on it currently

[@saladirakesh3541]

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?

[@shankarnath]

Hello. I couldn't find any such backtesting loop so I did it the hardway. Steps: 1. Extracted ~800 stocks (after applying an mcap filter) on the basis of it's 1 year return from screener.in 2. For the same stocks, I extracted the 6 month return 3. 1 year return minus 6 month return gave me the stock returns from Feb 2023 to Jul 2023 4. The top stocks have momentum so that becomes a part of the Aug 2023 momentum list

[@saladirakesh3541]

Thank you. Thats a very good application.

[@tacticalgrace]

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

[@shankarnath]

I haven't invested or analysed a PMS, so it won't be right of me to comment on expenses. But generally, I look at post-expense returns as that's what matters. A case in point is RenTec which charges a 5-10% expense ratio but has been performing at 60% p.a. returns or something.

[@sachindole6567]

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

[@shankarnath]

Hi. I'm glad my work has helped you. I have not reviewed the Nifty 500 Value 50 index fund in isolation, maybe I can queue a video on value investing in the future a bit like this momentum video where I presented indices, performance, investment options etc.

[@sukantaneogi3492]

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...

[@arpitsharma2270]

No

[@Indrajeetpimple]

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

[@sridharkalyanaraman6943]

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.!

[@vishnupriyan3702]

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

[@khemprakashmeena4239]

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?

[@shankarnath]

Hello. Both are thematic funds .. i.e. they are based on a theme/strategy. Quantamental is based on growth, value & quality factors .. while the Momentum Fund is based on the momentum factor. Presentation on Quantamental: quantmutual.com/Admin/Pdf/Introducing-quant-Quantamental-Fund.pdf Presentation on Quant Momentum: quantmutual.com/Admin/Pdf/quant_Momentum_Fund_Presentation.pdf

[@SumChatter]

Dude, I am IMPRESSED & HOW #RESPECT

[@shankarnath]

Thank you!

[@rsv1503]

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

[@shankarnath]

Please write an email to mStock customer service at [e-mail] or call them at 1800 2100 818 to enquire

[@rsv1503]

@@shankarnath Thank you. I just sent them an email.

[@user-xd9wz3wk5f]

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

[@shankarnath]

Thanks for the suggestion

[@SaurabhSingh-gd9dg]

Sir if possible do make a video on Algo trading.

[@shankarnath]

Thanks for the suggestion, I'll try

[@AmitGupta-li5jg]

Is Quant Active Fund momentum investing?

[@shankarnath]

No

[@scpah]

Please make a video on HDFCQUAL which is etf of Nifty 100 quality 30 companies.

[@shankarnath]

Thanks for the suggestion

[@bharathramadas4]

@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 🙏🏼

[@imprdp]

mstock, 0 brokerage charges but regulatory charges (STT, stamp duty, GST) will be there