Everything you need to know about Momentum Investing in India | Anoop Vijaykumar | Capitalmind

In this comprehensive discussion, Fund Manager and Head of Research Anoop Vijaykumar and Shray Chandra distil the key lessons from over five years of managing the Capitalmind Adaptive Momentum portfolio.
Get a concise overview of the principles of momentum investing driving the portfolio’s success.
Learn from our real-world lessons on why momentum investing works for long-term wealth creation
00:00 Introduction
01:18 Momentum strategy in the last 5 years
02:53 Difference between the fundamental and quantitative styles
07:25 Random correlations when backtesting a quantitative strategy
10:45 Capitalmind Adaptive Momentum strategy
14:39 Why does momentum investing work?
18:28 Lessons learned from 5 years of managing momentum strategy
25:23 Will momentum stop working
28:53 How can we get more out of the momentum strategy?
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More about us: cm.social/pms
Connect with us : cm.social/pms-connect
Anoop's Twitter: @CalmInvestor
Shray’s Twitter: @shraychandra
Capitalmind Twitter: @capitalmind_in

[@balasubrahmanyamkorni567]

Great video.... Thank you Shray and Anoop for the insights of momentum investing that developed our investment conviction... It gives confidence when I hear my fund manager speak......

[@CapitalmindHQ]

Thanks and Cheers!

[@duraisamya3068]

Very useful information about investment in MFs on momentum index, thanks for both of you for your information and useful information 🎉

[@deadnight700]

Can't wait to get it on Spotify Shray

[@sumitpuneet1234]

What is the benchmark discussed here, for momentum index. It cannot be N50?

[@misterdutta]

Anoop, I've heard that Momentum investing works best in bull runs. In the current volatile sideways market, will Momentum investing continue to work? What's the theory/your experience been?

[@CapitalmindHQ]

It can work in sideways markets too. Current market performance (3month, 6month as of 28 May 2024) is better than the index at 7% in 3 month versus 3.5% for index. But there is no reason to say it will always work of course. Just that there are enough instances where it works even in volatile markets.

[@vinaysuchedeutube]

Could you add more on the IFSC gift city investing product that was referred to in the episode?

[@CapitalmindHQ]

It will take a few more months to start. Will be useful for institutions, people who aren't from India, NRIs that find it difficult to come directly in India etc.

[@Raman_sri]

I have subscribed today looking for long term wealth creation .Any discount offers for subscription

[@CapitalmindHQ]

If you are looking for offers on our smallcase, please write to us at [e-mail] - we'll get you the best available offer. Thanks for subscribing to our TH-cam channel.

[@Suhelnagar84]

What's the name of your pms ?

[@parizatverma2876]

Capitalminds

[@CapitalmindHQ]

Capitalmind Financial Services. Check us out at capitalmind.in

[@user-wt8sp5wc3z]

hey give us some student discount on your smallcases man

[@CapitalmindHQ]

Hey, thanks for listening in. There's no student discount as such because all our knowledge is free, for students of the market :)
But, if you are looking for offers on our smallcase, please write to us at [e-mail] - we'll get you the best available offer.