Smart Beta ETF Strategies | BEAT Nifty by 10% Every Year | Alpha, Momentum, Low Vol, Quality, Value

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  • Опубліковано 30 лис 2024

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  • @commsncommunities
    @commsncommunities 3 місяці тому +83

    Connecting Beta strategies with the movie Beta is a masterstroke....relatable and hilarious 😂😂😂

    • @shankarnath
      @shankarnath  3 місяці тому +3

      Glad you liked it

    • @vaibhav.shah07
      @vaibhav.shah07 3 місяці тому

      ​@@shankarnath200Alpha30 (70%)+ Gold(30%) give a good risk adjusted return of 21% with low Volatility

    • @madhus3799
      @madhus3799 3 місяці тому

      ​@@shankarnath@Shankar Sir Please Suggest us which are the best buying opportunities in this Market Dip
      Which are the Stocks which are Fundamentally Strong and very undervalued, which can be used for good bulk buying opportunities
      Please suggest us Shankar Sir 🙏🙏🙏🙏🙏🙏

    • @manpreet0784
      @manpreet0784 Місяць тому +1

      Indeed but ye sirf millenials e samjh payenge. Generations after that must be wondering what is happening 😂😂

  • @tathagatasinharoy3332
    @tathagatasinharoy3332 3 місяці тому +21

    If making quality content is an art, you're the Picasso of it Shankar. 👏

  • @Marwadi_Men
    @Marwadi_Men 3 місяці тому +39

    Thumbnail देखकर मज़ा आ गया।😂😂😂

  • @dhanukl9967
    @dhanukl9967 3 місяці тому +13

    Because of you i got exposed to momentum index world n now that has become my long term pf. Thank you sir.

    • @shankarnath
      @shankarnath  3 місяці тому

      Most welcome! Happy to know it has worked well for you

    • @nitinpatil9469
      @nitinpatil9469 2 місяці тому

      ​@@shankarnath8😊😊😊😊

  • @kowshikmalluri
    @kowshikmalluri 3 місяці тому +7

    I just can't thank you enough Sir. What a series it has been last 2 months.. Index fund portfolio, ETF portfolio followed by this Beta strategy index+etf. I have almost skipped individual stock picking thanks to your in-depth analysis of these strategies. Heartfelt thanks 🙏

    • @shankarnath
      @shankarnath  3 місяці тому

      Thank you very much for your kind appreciation Kowshik ji. I'm happy you are liking my work & are finding it useful 🙌

  • @sandeep_jagadeesh
    @sandeep_jagadeesh 3 місяці тому +7

    Thanks for the wonderful analysis Mr. Shankar. I have to mention that I have picked up a lot of knowledge in the last 6 months watching your videos, though putting it in practice is a challenge for me. A part of my monthly SIP is in Nifty 50, I will definitely take your advice on moving it to one of the beta funds. Thanks again and best wishes.

    • @shankarnath
      @shankarnath  3 місяці тому +8

      Thank you very much Sandeep ji for your appreciation and kind gratuity. I'm glad you like my work 🙌
      Yes, implementing can be a problem if one tries to do everything. Your belief should mirror your investing.
      Take me as an example. I started out with value investing in Prof. Bakshi's course way back in 2001. Over time, I have built over that and now when I'm picking stocks, I answer just three questions:
      a) Is the company likely will grow at a healthy clip for the next 2-3 years?
      b) Is there some value/bargain right now?
      c) Is there a decent chance of this stock 10x-ing my money in 10 years?
      If it's tick-tick-tick, then I invest. Ofcourse finding evidence for a), b) and c) is the tougher part but its not like superhard once you are used to it

  • @sivasankarchandran8532
    @sivasankarchandran8532 3 місяці тому +4

    Plenty of data, analysis, interpretations. It's a must watch channel for DIY investors and learners from any part of the world. Mr. Shankar delivers content to learn even for the one from a mature market. Perhaps Investment advisor companies don't like him 😂😂😂. All the very best for Mr. Shankar and team step ahead 👍🏼

    • @shankarnath
      @shankarnath  3 місяці тому

      Thank you very much Mr. Chandran for your kind words and support. I'm happy my work is helping hundreds of fellow investors. Personally, I don't bother about who likes or dislikes my work; these are thoughts that poison one's mind. I took up Youtubing as a challenge to self & am a bit proud of myself that it's done better than I expected. Thx again!

  • @akashrgh
    @akashrgh 3 місяці тому +24

    Coincidence is that I am watching Beta in colors channel and this thumbnail pops up in my feed😂

  • @tushargujalwar219
    @tushargujalwar219 3 дні тому +1

    Your analysis is unmatched! Stellar video-absolutely top-notch. Eagerly waiting for second part!.

  • @mdmujeeb5903
    @mdmujeeb5903 3 місяці тому +3

    I dont comment on any yt videos but this is gold. Have been watching your videos since a long time, please continue the great work 👍

    • @shankarnath
      @shankarnath  3 місяці тому

      Most welcome. Please comment on videos you truly like, its the least one can do for content creators who take the time & effort for doing something valuable & useful to the viewer -- and commenting is free! Personally I believe when one starts appreciating others is when karma strikes & good luck will fall on that person too.

  • @rajgupt
    @rajgupt 3 години тому

    This is really next level stuff. Thanks a lot Shankar 🕶

  • @ovaismomin6938
    @ovaismomin6938 3 місяці тому +1

    Dear sir, Your videos are very interesting to watch. I think no youtubers explain like how you explain with facts and data. Hats off to you. I love watching your data tables.

    • @shankarnath
      @shankarnath  3 місяці тому

      So nice of you. Thank you very much 🙌

  • @sivareddyt6892
    @sivareddyt6892 3 місяці тому +1

    This video related to ETFs is one of the best I seen so far. I have investments in Alphs and momentum ETFs. Seems to be momentum may score on Alpha. Thank you very much. Many of us eagerly waitng for your videos sir.

    • @shankarnath
      @shankarnath  3 місяці тому

      Thank you! I'm happy you liked this video

  • @narendersachdev8220
    @narendersachdev8220 3 місяці тому +1

    Yet another great video, will be eagerly waiting for asset allocation based strategy using smart beta indices 😊

  • @parthaaec07
    @parthaaec07 3 місяці тому +1

    I pretty much hit like even before watching now a days as the contents are consistently good. Strategy indices have opened up new possibilities in investing domain. Your smart beta videos are well researched and innovative. Ma Beta was hilarious. Big thanks !

    • @shankarnath
      @shankarnath  3 місяці тому

      You rock! Thank you Partha ji

  • @manmohanrao3026
    @manmohanrao3026 2 місяці тому +1

    Thanks I have nifty 200 momentum 30 and like to stay long your video gave me courage
    Bandhan nifty alpha also I have want to stay long

    • @shankarnath
      @shankarnath  2 місяці тому

      N200M30 is what I have aswell for over 3 years now. It's done well. The index might not do as well during broad market declines but as upsides are more than downsides, this should serve us well over the long run

    • @pavankuriseti7966
      @pavankuriseti7966 Місяць тому

      Sir this is best video I saw till now and it helped me add these categories for my long term portfolio. I have added below index funds
      1. NIFTY MIDCAP 150 MOMENTUM 50
      2. NIFTY 500 MOMENTUM 50
      I want to continue for next 10 years.. is it fine sir ?

  • @rahulverycool12
    @rahulverycool12 2 місяці тому +1

    Amazing content as always! Thanks

    • @shankarnath
      @shankarnath  2 місяці тому

      Glad you found it useful 🙌

  • @travelandadventure431
    @travelandadventure431 3 місяці тому +1

    Your videos make me" Mutual fund investments are subject to market risk" an overhyped statement.Please keep up this good work sir..

    • @shankarnath
      @shankarnath  3 місяці тому

      Thank you 🙌 .. nice way of putting it :)

  • @vikassubramanyam
    @vikassubramanyam 3 місяці тому +1

    This is actually very useful hope this reaches out to millions

  • @spraveenca
    @spraveenca 3 місяці тому +3

    Wonderful video as always , Thanks a ton Shankar sir

    • @shankarnath
      @shankarnath  3 місяці тому +1

      Most welcome .. so nice of you .. I'm glad you found it informative.

  • @mayanktiwari2498
    @mayanktiwari2498 3 місяці тому +1

    Really insightful topic Shankar! Now considering to switch to momentum or alpha index! you've explained everything in neatly manner.

    • @shankarnath
      @shankarnath  3 місяці тому

      Glad you found it useful! 🙌

  • @hirenjoshi5543
    @hirenjoshi5543 2 місяці тому +1

    Excellent video
    Loving it

  • @Raviteja_0502
    @Raviteja_0502 3 місяці тому +1

    Always gets different views on ETFs and mutual funds after watching your videos. Thanks for sharing your knowledge ❤

    • @shankarnath
      @shankarnath  3 місяці тому

      My pleasure! Happy to hear that

  • @HimanshuGupta-ex4yq
    @HimanshuGupta-ex4yq 3 місяці тому +1

    Excellent video Shankar ji, can't wait for the next one

  • @Vieebow
    @Vieebow 3 місяці тому +1

    Great work as always Shankar! Love this and cannot wait for part 2

  • @rajeevbhatnagar9069
    @rajeevbhatnagar9069 3 місяці тому

    I have learnt a lot watching your vedios and most of the rookie investors don't even that these ETF exist.
    One suggestion is that if you could slow down a bit and explain in more detail your analytical work it would be very helpful.
    For people like us it is too much knowledge to process at a very fast speed.
    Thanks again for the great work...

  • @kitten_with_bad_breath
    @kitten_with_bad_breath 3 місяці тому +1

    We were planning to invest my dad's huge retirement corpus today when this video dropped which has helped immensely. Thank you!

    • @sushil2kashyap
      @sushil2kashyap 3 місяці тому

      So can you pls share where you are going to invest...I also want to invest for my father's retirement fund. Thank you.

    • @shankarnath
      @shankarnath  3 місяці тому

      Glad it was helpful!

  • @gauravsatav
    @gauravsatav 3 місяці тому +13

    haha !! the bloody thumbnail 😂😂

  • @maulik2500
    @maulik2500 3 місяці тому +1

    Brilliant content again sir. Loved it 👍🏻

    • @shankarnath
      @shankarnath  3 місяці тому

      Glad to hear it! Thanks a ton 🙌

  • @abhilasha6940
    @abhilasha6940 3 місяці тому +1

    Thank you..cannot find such good content anywhere in youtube

  • @tlnrreddy5570
    @tlnrreddy5570 20 годин тому +1

    Excellent anylisis sir

  • @Ajinkya1977
    @Ajinkya1977 3 місяці тому +1

    Fantastic as always. Very insightful and informative. Appreciate your efforts. Thankyou.

    • @shankarnath
      @shankarnath  3 місяці тому +1

      My pleasure! Glad you liked it & found it informative, Ajinkya ji

  • @pratapbote2789
    @pratapbote2789 3 місяці тому +2

    Although I was skeptical while investigating into nifty 200 momentum 30 fund but this video certainly helped to clarify most of the doubts. Thank you.

  • @chafekar1
    @chafekar1 3 місяці тому +1

    Wow, what a superb analysis as usual, Hats off to your efforts.

    • @shankarnath
      @shankarnath  3 місяці тому

      Thank you! I'm glad you liked it

  • @deepakpatil87
    @deepakpatil87 3 місяці тому +7

    Momentum is best

  • @karthikeyanv463
    @karthikeyanv463 3 місяці тому +1

    Pop quiz.. which one is cute . The presentation or the thumbnail 😂.. thanks Shankar

  • @ChicoSuper575
    @ChicoSuper575 3 місяці тому +1

    Just the video I was looking for on ETF. Very well analysed.

  • @irfankhan-cd7gb
    @irfankhan-cd7gb 8 днів тому +1

    Amazing video Sir, don't think anyone on UA-cam or elsewhere is creating content like this.
    I am a lazy investor and like to do SIP and keep it running, without bothering about Entry and Exit phases. So Momentum is one where i can do the SIP.
    If my time horizon is > 10 years, can i do SIP in Alpha funds(Low vol) as they also seem promising.

    • @shankarnath
      @shankarnath  8 днів тому

      Thank you! Please consult a financial advisor for such specifics enquiries

  • @vishalshreyas1147
    @vishalshreyas1147 3 місяці тому +1

    Top notch analysis sir! ❤ Great content as always! 🎉

    • @shankarnath
      @shankarnath  3 місяці тому

      Thank you very much Vishal ji

  • @ritonkarmundle8732
    @ritonkarmundle8732 3 місяці тому +1

    Undervalued channel❤

  • @ranajitchakraborty9858
    @ranajitchakraborty9858 3 місяці тому +2

    Huge data may took times for processing in my brain but the content as a whole is very useful. 👌👍

    • @shankarnath
      @shankarnath  3 місяці тому +1

      Glad it was helpful! Yes, just the research took me 4 days 🙌

  • @rsingh4044
    @rsingh4044 3 місяці тому +1

    In have watched all your videos on strategy based indexes , these are very informative and in-fact eye opener for investors like me . I would love to watch more of your research and ideas on these indices . Thank you

    • @shankarnath
      @shankarnath  3 місяці тому

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

  • @rishikeshshewale5458
    @rishikeshshewale5458 3 місяці тому +8

    Very nice, innovative you tuber... Hardworking... Keep it up

  • @ishanguharoy
    @ishanguharoy 3 місяці тому +1

    Which among these or combination of these Smart Beta Index Funds should be added in our MF Portfolio ?
    Nifty 200 Momentum 30 vs Nifty 200 Alpha 30 vs Nifty 500 Value 50 vs Nifty Midcap 150 Momentum 50 vs Nifty Midcap 150 Quality 50 vs Nifty Smallcap 250 Quality 50

  • @gajeshbaskaran647
    @gajeshbaskaran647 2 місяці тому +1

    You are the best ❤

  • @nikhileshpuvvada1663
    @nikhileshpuvvada1663 3 місяці тому +2

    Sir you are delivering absolutely fantastic knowledge for investor's !! Thanks a lot 🙏🏻

    • @shankarnath
      @shankarnath  3 місяці тому +1

      My pleasure. So nice of you 🙌

  • @omayorupagan
    @omayorupagan Місяць тому

    Kudos for the content, thanks for the video. Waiting for your asset allocation strategy.

  • @shubrox
    @shubrox 2 місяці тому +1

    Thanks for the great video and insights! I don't generally comment on UA-cam videos but this is just Gold! I don't think any video on Beta indexing is anywhere near to the content of yours!
    I have a doubt in understanding should we not invest in Nifty Alpha 50?
    Also please let us know your views about Microcap 250 index fund and Midcap 150 momentum 50 fund?

    • @shankarnath
      @shankarnath  2 місяці тому

      Most welcome, glad you liked it. I can't offer views on specific schemes but the data is all in front of us. Personally, my investing is broad i.e. once there is clarity on the strategy (as I did in a previous video with my 3x3 grid), selecting a particular scheme is a secondary matter. This approach has served me well for a decade now

    • @shubrox
      @shubrox 2 місяці тому

      @@shankarnath dear sir, firstly thanks a lot for your reply!
      Sir, very politely I am not asking for a particular mutual fund, I am referring to a whole category of Alpha 50 and Microcap mutual funds
      Kindly give your advice 🙏

    • @shankarnath
      @shankarnath  2 місяці тому

      @@shubrox Hi, I'm sorry. Your question doesn't change whichever way you might frame it. The suggestion/advice you seek is the job of a financial planner/advisor, may I request you to connect with one.

    • @shubrox
      @shubrox 2 місяці тому

      @@shankarnath ok sir, no problem.
      1 more thing, you mentioned and explained Alpha Category of mutual fund of Beta indexing, so should I go for Alpha nifty 50 or Alpha low volatility?
      I am bit confused and not having good clarity, kindly explain/ tell.

  • @pavanchennam4905
    @pavanchennam4905 3 місяці тому +3

    I can confirm that youre a movie buff!! great content as always!! thank you

    • @shankarnath
      @shankarnath  3 місяці тому

      Most welcome 🙌

    • @gs8942
      @gs8942 3 місяці тому

      Hi @shankarnath, but instead of looking at absolute returns, should we not look at 'Rolling returns' as mostly we will be doing SIPs into them. Or how do you think about it ?

    • @shankarnath
      @shankarnath  3 місяці тому

      @@gs8942 Pls look at all three - trailing, annual and rolling return.

  • @renoll
    @renoll 26 днів тому

    Revisited this video during market correction, and yeah the main pain point is the NAV fluctuations on ETF and tracking error with index funds.
    Apart from few AMCs, the lack of interest towards this category is strange.
    Also, Mirae asset has something like momentum and quality ETFs for mid and small.
    But a lot many new etfs would be required to have any participation.

  • @vadivela6415
    @vadivela6415 3 місяці тому +1

    Thank you for providing another insightful piece of information.

    • @shankarnath
      @shankarnath  3 місяці тому

      My pleasure! Glad it was helpful

  • @chintan2025
    @chintan2025 3 місяці тому +1

    Great content sir..keep it up

  • @shr_q
    @shr_q 3 місяці тому +1

    Loved the thumnail pic

  • @Nirmal..Pandey
    @Nirmal..Pandey 2 місяці тому

    Hi Shanker, its always a pleasure to watch your videos, you are probably one of those very few finance content creators whose videos I can watch more than once. Instead of any one, can we start SIP on 2 funds; Momentum 30 & Alpha 50. Thanks.

    • @shankarnath
      @shankarnath  2 місяці тому

      Thank you, I'm glad you like my work. With your query, there are no restrictions on starting one or both. The two strategies work slightly differently so there's no real comparison, it depends on your comfort factor

    • @Nirmal..Pandey
      @Nirmal..Pandey 2 місяці тому

      @@shankarnath ok thanks

  • @senthil99nathan
    @senthil99nathan 3 місяці тому +1

    Another great video! Thank you, Shankar!

    • @shankarnath
      @shankarnath  3 місяці тому

      My pleasure! Glad you liked it

  • @vikalptyagi3383
    @vikalptyagi3383 2 місяці тому +1

    excellent content

  • @SHALEENDAVE
    @SHALEENDAVE 3 місяці тому +1

    Thanks Shankar ji. Your videos have helped to a great extent in carving out my investment journey

    • @shankarnath
      @shankarnath  3 місяці тому

      Glad to hear that. My pleasure 🙌

  • @MohamedFasilTrichy
    @MohamedFasilTrichy 3 місяці тому +1

    Awesome series of topics explained well with connecting data points

  • @nareshv5902
    @nareshv5902 2 місяці тому +1

    Really awesome 👌 analysis.

    • @shankarnath
      @shankarnath  2 місяці тому

      Thanks a ton 🙌

    • @nareshv5902
      @nareshv5902 2 місяці тому

      @@shankarnath can you please tell me about 500 momentum 30 index, either 200 momentum or 500 momentum which one better on long-term?

    • @shankarnath
      @shankarnath  2 місяці тому

      @@nareshv5902 Yes, please read my writeup in the latest issue of my newsletter. Here's the link: shankarnath.substack.com/p/nifty-500-momentum-50-index-fund and read more on www.motilaloswalmf.com/CMS/assets/uploads/Documents/2ff19-motilal-oswal-nifty-500-momentum-50-index-fund-1-.pdf

  • @Viewer1313
    @Viewer1313 3 місяці тому +1

    Good job bro ❤

  • @Acharya_Prarthan
    @Acharya_Prarthan 3 місяці тому +1

    Nice information.. please keep it up...
    Thanks a lot 🙏

  • @pallavinaik5258
    @pallavinaik5258 3 місяці тому +1

    Really meaningful and informative video.. Thank you sir🙂

    • @shankarnath
      @shankarnath  3 місяці тому

      So nice of you. Thank you 🙌

  • @rakesharma04
    @rakesharma04 3 місяці тому +1

    Wow commendable perspective and comparison

  • @raviratna626
    @raviratna626 3 місяці тому +1

    Very informative video. Thanks for this kind of valuable content. If possible please make some video on smart beta ETF investing strategies.

  • @DarshanPatel-c5p
    @DarshanPatel-c5p 3 місяці тому

    Awaiting the follow up video. Thank you!

  • @sridharkalyanaraman6943
    @sridharkalyanaraman6943 3 місяці тому +1

    Another fantastic video by THE BOSS -

  • @pavankuriseti7966
    @pavankuriseti7966 Місяць тому

    Sir this is best video I saw till now and it helped me add these categories for my long term portfolio. I have added below index funds
    1. NIFTY MIDCAP 150 MOMENTUM 50
    2. NIFTY 500 MOMENTUM 50
    I want to continue for next 10 years.. is it fine sir ?

  • @AkshayChaudhari5
    @AkshayChaudhari5 2 місяці тому +1

    Amazing !!. thats hell of a research . Although i never thought of alpha+low vol as having better vol +returns than actual low vol factor dund.. thats quite interesting. I have invested quite good amount in low vol, will it be wise to restucture it in alpha +low vol considering there will be bear market in near future ?

    • @shankarnath
      @shankarnath  2 місяці тому +1

      Thank you! Sorry, I don't offer suggestions but the data is in front of you. It's about putting 2 & 2 together and working per your own comfort

  • @darshannaik892
    @darshannaik892 3 місяці тому +1

    Wonderful insightful video. Thanks.

  • @TheSatzy6699
    @TheSatzy6699 3 місяці тому +1

    Excellent content and explanation ❤

  • @sahilmakwana9070
    @sahilmakwana9070 Місяць тому +1

    Thank you sir.

  • @skd1860
    @skd1860 3 місяці тому +1

    Great Video Mr Shankar 😊😊

  • @chandanbhagat6807
    @chandanbhagat6807 3 місяці тому +1

    Always amaze us with data and information.
    Thank you so much for your efforts towards video 🙏

    • @shankarnath
      @shankarnath  3 місяці тому +1

      My pleasure 😊 Glad you liked it, Chandan ji

  • @nabeelyahiya
    @nabeelyahiya 3 місяці тому +1

    Nice one❤

  • @pranavc7419
    @pranavc7419 3 місяці тому +1

    Wonderful analysis sir❤

  • @criticalrebel6622
    @criticalrebel6622 3 місяці тому +1

    Such great thoughts, wisdom shared, thanks for your kindness 🙏

    • @shankarnath
      @shankarnath  3 місяці тому

      So nice of you. You're most welcome 🙌

  • @sandeepz999
    @sandeepz999 3 місяці тому +1

    Great insights 👍🏻

  • @vinobooks
    @vinobooks 3 місяці тому +1

    Wonderful video thanks ❤

  • @anupdsouza
    @anupdsouza Місяць тому +1

    Hi Shankar, quality content as always! Couple of question I hope you could answer.
    1. What do you do when its time to exit momentum funds? Do you redeem the corpus & move it to say low volatility index funds? Or do you leave the invested amount as is but stop the SIP's in order to resume them during the next cycle as indicated by the correlation with bond yields?
    I'm considering building a portfolio around the UTI BSE Low Volatility index fund as it also comprises of stocks from the midcap segment along with a momentum fund. Would appreciate your reply.
    2. How did you plot the 10Y bond yield versus the index in TradingView? When I tried it I couldn't get it to match the output as shown by you by using the 'same % scale' option.

    • @shankarnath
      @shankarnath  Місяць тому

      Thanks
      1. I prefer to stop the SIP rather than redeeming as I have to take care of my portfolio allocation which is finely balanced between large/mid/smallcap and per investing styles i.e. momentum, growth and value
      2. Oh, I really don't much of Tradingview .. won't understand specifics of that

    • @anupdsouza
      @anupdsouza Місяць тому

      @@shankarnath thanks for replying! Could you suggest a tool for doing the comparison?

    • @shankarnath
      @shankarnath  Місяць тому

      @@anupdsouza I don't recall any. Kindly allow me to circle back to you on this

  • @softenter
    @softenter 3 місяці тому +1

    Thank you for sharing your knowledge! Good stimulator to start thinking on these data points for a DIY investor!

    • @shankarnath
      @shankarnath  3 місяці тому +1

      Most welcome. Glad it was helpful! 🙌

  • @srinivas3195
    @srinivas3195 Місяць тому +1

    Thanks!

    • @shankarnath
      @shankarnath  Місяць тому

      Thank you very much for the kind appreciation and this gratuity, Mr. Srinivas. I'm glad you liked this video

  • @patelmukeshb
    @patelmukeshb 3 місяці тому +1

    Excellent data collection...

  • @drjanga3669
    @drjanga3669 3 місяці тому +1

    Nice presentation thank you

  • @user-tn2iu8lm4m
    @user-tn2iu8lm4m 3 місяці тому

    Awesome as always Shankar

  • @arjunjain6430
    @arjunjain6430 3 місяці тому +1

    Thanks for amazing video Sir 👍

    • @shankarnath
      @shankarnath  3 місяці тому

      Most welcome. So nice of you 🙌

  • @5966ramesh
    @5966ramesh 3 місяці тому +1

    Thank you for considering my request. Thank you for this video. Superb with great clarity. 🙏🙏

  • @baskarchockalingam2421
    @baskarchockalingam2421 3 місяці тому +1

    woww wowwww... excellent guide book on ETF..pl try to write a book on investment for beginners..TKS bro

  • @akarshsrivastava2427
    @akarshsrivastava2427 3 місяці тому

    Eagerly waiting for the asset allocation based on the shared factor investing video. Please do share that video soon.

  • @bhavniktokariya5120
    @bhavniktokariya5120 3 місяці тому +1

    Excellent analysis, Sir...

  • @bestmusic2769
    @bestmusic2769 Місяць тому

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

  • @Vignesh_Durairaj
    @Vignesh_Durairaj 3 місяці тому +1

    Thank you so much for this amazing content! It's been really helpful. Im eagerly waiting for allocation between MF and it's entry and exit strategy

    • @shankarnath
      @shankarnath  3 місяці тому

      Great to hear! Most welcome

  • @vinobooks
    @vinobooks 2 місяці тому +1

    Great Content Shankar sir! I am interested to do SIP in momentum & Alpha funds. Since market is at all time high, is it advisable to do SIP now?

    • @shankarnath
      @shankarnath  2 місяці тому

      Thank you! I think there's never a bad time to do SIPs if your orientation is long-term.

    • @vinobooks
      @vinobooks 2 місяці тому

      @@shankarnath Thanks!

  • @caldwellmanners5697
    @caldwellmanners5697 3 дні тому

    If one is already invested in the index, should one add a BETA strategy to complement the existing investment?

    • @shankarnath
      @shankarnath  3 дні тому

      Yes, I would myself prefer that and the performance numbers of these factors have been impressive when compared to their benchmark (+6-8% in many cases over long durations)

  • @susidraco4662
    @susidraco4662 3 місяці тому

    Very well explained video. I am extremely thankful for this detailed analysis. I am eagerly waiting for the video on Entry and Exit of Alpha and Quality ETF

  • @satheshkumar5870
    @satheshkumar5870 3 місяці тому +1

    Wonderful analysis video 📸

  • @pratikjaiswal5764
    @pratikjaiswal5764 10 днів тому

    Sir, after learning from your video, I have nifty 200 momentum 30,in my portfolio as permanent, i was rewatching this, specifically some recent new multifactor indices have come in market, specifically Nifty multicap momentum quality 50,which caught my eye. Please make recent video taking new indices. Big thank you

    • @shankarnath
      @shankarnath  9 днів тому +1

      Thanks for the suggestion

    • @pratikjaiswal5764
      @pratikjaiswal5764 4 дні тому

      @shankarnath sir, to name a few 1. Edelweiss nifty multicap momentum quality 50 (my fav), 2. mirae asset midsmallcap and smallcap momentum quality 100 , 4. Icici alpha low volatility look very promising please consider. Also nifty 500 momentum 50 and midcap momentum 50.

    • @shankarnath
      @shankarnath  4 дні тому

      @@pratikjaiswal5764 Thanks for these suggestions

  • @sumitalwar
    @sumitalwar 3 місяці тому

    What we do sip invest equally in 4 factors. We review after 2 quarters and add more amount in sip to the factor which produced more and reduce sip in the laggard..we never exit but reduce exposure to have better taxation adjusted investments

    • @shankarnath
      @shankarnath  3 місяці тому

      You can simulate it by pulling the necessary data from niftyindices.com .. if you find anything interesting, appreciate if you can let everyone know in the comments

  • @ramshankarmukherjee1364
    @ramshankarmukherjee1364 3 місяці тому +1

    Nifty midcap 150 momentum 50 is not there in the sheet.

  • @chakra123view
    @chakra123view 2 місяці тому +1

    This is gold

  • @v3nkattrader684
    @v3nkattrader684 3 місяці тому +1

    awesome content