Want to construct your portfolio completely with index funds? Or want to construct the “Best portfolio” using index funds or ETFs? How would you do that? Good that there are many options available in the passive investing space. There are cap-based indices (Nifty 50, Nifty Next 50, Nifty Midcap 150 etc) and there are factor indices (Momentum, Low Volatility, Quality, … [Read more...] about How to build the “Best Portfolio” using index funds and ETFs?
There is Low Volatility ETF and a FoF (that invests in the ETF) And there is a UTI momentum index fund now. I have a favourable view on both the indices. An investor asked: Which is better? Low Volatility ETF or Momentum Index fund? Should we invest in both? Easy question. Difficult answer. This post is likely to leave you disappointed if you are looking for an … [Read more...] about Low Volatility ETF or Momentum Index Fund: Which one to choose?
In some of the earlier posts, I have written about momentum and low volatility investing. In this post, I compare the performance of various factor-based indices. What is Factor Investing? This blog post from S&P gives an interesting analogy. Consider Factors as nutrients and food items as stock returns. Now, different food items (pulses, milk, bread, vegetables, … [Read more...] about Nifty Factor Indices (Value, Momentum, Quality, Low Volatility, Alpha): Performance Comparison
I have written about momentum investing before. I compared the performance of S&P BSE Momentum Index TRI with Nifty 50, Nifty Next 50, and Nifty Midcap 150 indices in an earlier post (Does momentum investing work in India?). The findings were in favour of S&P BSE Momentum Index, which outperformed all 3 indices by a wide margin at only slightly higher … [Read more...] about UTI Nifty 200 Momentum 30 Index Fund: Review & Performance Comparison
If you are a value investor, your investment philosophy must be to buy beaten-down stocks that are trading below their value. However, not everyone thinks alike. There is another school of thought that does not bother about struggling stocks. Quite the reverse in fact. Welcome to the world of Momentum investing. The motto: Buy High and Sell Higher. The practitioners of … [Read more...] about Does Momentum Investing work in India?
Over the past few weeks, we have been testing investment ideas and testing the performance against the simple Buy-and-hold index funds. In some of my previous posts, I have Compared the performance of Nifty Next 50 against Nifty 50.Compared the performance of Nifty 50 Equal Weight vs Nifty 50 vs Nifty 50 over the last 20 years.Considered the data for the past 20 years to … [Read more...] about Using Moving Averages get more out of Equity markets
While index funds are gaining acceptance among informed Indian investors, it is always interesting to test out certain rule-based investment strategies and how those strategies have fared against simple portfolios. Rule-based strategies can eliminate human biases, or so I hope. In this post, we compare the performance of the following 4 portfolios over the last 18 … [Read more...] about Nifty + Liquid Fund Momentum Portfolio: How it fares against a 50:50 (Debt: Equity) portfolio?