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

#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

[m.ravikiran]

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.

[parasbansal]

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

[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!

[himadrisarkar]

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.

[rkn]

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

[sridharkalyanaraman]

This man is 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.!

[joejosh]

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

[ojaswinimalukar]

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

[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 😊.

[vishnupriyan]

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

[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

[Tum_Tum_]

Your thumbnail and video editor are as genius as you❤

[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! 🔆

[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.

[haridevarinti]

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

[adroitpersonn]

Thanks sir. Appreciating your efforts. Please tell me how I should allocate funds in my portfolio for 10-15 yrs.

25-30% momentum fund(nifty 200 momentum 30 & midcap 150 momentum 50)
15% liquid or debt funds
20-25% nasdaq 100 index
30% balanced advantage funds

Pls correct if I am wrong anywhere.

[venkatveginati]

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

[StockMarketHelp]

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

[Dheerajkumar-gxty]

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

[kirangowdan]

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