Increase in STCG & LTCG - Effect on Momentum Portfolio Performance

With the increase in taxes on capital gains, does it make sense to continue building momentum portfolios in a DIY way, or should we invest in mutual funds that track different momentum indices?
Website - momoindiascree...
Twitter - virajkhatavkar

[@the_great_india]

great learnings. thanks for you views on latest budget and comparision between Momentum funds vs DIY.

[@PriG101]

very good video

[@s.sasisekhar4608]

By the video was very informative 🎉

[@s.sasisekhar4608]

Please correct, if my understanding is wrong. In N200 universe, mutual fund route is better than DIY. In N500/700 case DIY is better than mutual fund.
If yes, Can you help me with CAGR difference in N500 momo mutual fund(Motilal Oswal about to launch it) vs DIY on N500?

[@virajkhatavkar]

yes more or so. the cagr difference is around 8-10% at the minimum

[@AmolKhedkar-xb6qf]

My simple question
When MF buying and selling tax
They also need to pay Tax?? Or Not?
If they will pay tax then NAV will be anyway down by that alpha + or - ??

[@virajkhatavkar]

@@AmolKhedkar-xb6qf MF doesn't pay tax on buying and selling. That's why they have an advantage

[@anilprabhu1706]

hi, when u say all nse listed stocks is your universe, it means some 2400 odd stocks or 750 total market index?

[@virajkhatavkar]

all listed stocks on NSE in either "EQ" or "BE" series. Further, if you apply a simple volume filter of 1cr median daily average over past year you can see only abou 1000 stocks validating that criteria. So the number of stocks is still quite less

[@anilprabhu1706]

@@virajkhatavkar Got it..thanks :)