Alpha vs momentum funds: Where should you invest?

In this video, we compare the performance of Alpha and Momentum investment strategies, focusing on the investment approaches of 11 different NSE strategy indices. We break down how Alpha and Momentum strategies are constructed, including the differences in their stock selection criteria and rebalancing frequencies. Through a detailed analysis, we explore how these factors impact the performance, volatility, and downside protection of each index.

We also present a comprehensive performance analysis of these indices over a 7-year period, highlighting the trailing and rolling returns, standard deviation, and risk-adjusted returns. Finally, we shortlist the top-performing indices based on their overall performance and discuss available investment options for each. If you are looking for a fund that can help boost your portfolio returns, we recommend watching this video till the end.

Chapters
00:00 Introduction
01:04 Investment strategy: Alpha vs momentum-based indices
07:24 Performance analysis of momentum indices

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[KPS_]

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!

[EmilyEvelyn-]

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for...

[sreekanth]

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

[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 🥰

[sundarrajn]

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

[MrDinhse]

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

[NehaMishra-ffpq]

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 👍

[somnathgorain]

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 ❤

[subashv]

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.

[sgpatel]

Excellent information with very easy and simplicity

[ddesai]

ET guys are always come up with very informative videos.

[sunilwagh]

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 again for this Wonderful summary....Thanks to Anchor ( name ? ) & team for very well presentation.

[AkshayChaudhari]

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

[lokeshpatel]

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

[pavankuriseti]

My pick is Nifty Midcap 150 Momentum 50

[rushipandya]

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

[SukhchainGoyal]

Superb presentation and simple language. Good work! 👏

[manikantareddy]

This follows me since april thank you guys

[ravikumars]

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