Alpha vs momentum funds: Where should you invest?

ET Money • July 21, 2024
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ET Money, founded in 2016, is the go-to platform for Indians to invest, manage, and grow their wealth. Over 10 mn+ Indians use ET Money to invest in mutual funds for their life goals, save taxes, secure their retirement with NPS, earn assured returns with FDs & Bonds, build tax-efficient passive income with guaranteed income plans and get instant access to cash without breaking their compounding with Loans Against Mutual Funds. SEBI Registered Investment Advisor. Registration No. INA100006898. BanayanTree Services Limited.

Video Description

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 #ETMoney 👉 To invest in Direct Plans of top Mutual Funds for free, download the ET Money app: https://etmoney.onelink.me/unJQ/5ca1ae3b 👉 Subscribe to ET Money Hindi https://www.youtube.com/channel/UCzWtyDo9KmEC1JoAqa1LIEw 👉 5 Minute Finance channel https://www.youtube.com/@5-Minute-Finance 👉 Learn about Investments, Tax-Saving and Future Planning https://www.etmoney.com/learn 👉 Follow us on: ► Facebook: https://www.facebook.com/ETMONEY/ ► Twitter: https://twitter.com/etmoney ► Instagram: https://www.instagram.com/etmoney_official/ ► LinkedIn: https://www.linkedin.com/company/et_money/ ► Whatsapp: https://whatsapp.com/channel/0029VaB4nh0HltY56g6cA81

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