Why Momentum Investing is now 15% of My Portfolio? | How to Find Momentum Stocks | Momentum Funds
Shankar Nath Shankar Nath
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 Published On Feb 16, 2024

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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

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► Dual Momentum Investing by Gary Antonacci (book link) : https://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

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