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If you've ever wondered which two mutual funds could form the cornerstone of your lifetime investment strategy, you're in for a treat. In this insightful video, I've break down the optimal pairing which is a combination of momentum and value funds. The core of this video is a study I conducted with 17 years of data which aimed to understand :
a) how the momentum strategy and the value strategy have performed in isolation
b) how does it work as a 50-50 combination
c) what are the yearly returns and the rolling returns
d) I also introduce the concept of a "momentum-based switch method" which makes changes based on the market conditions
e) And also a "PE ratio-based switching method" which depends on the Nifty 50 price-earning ratio

Since this journey isn't just about numbers; it's about gaining an edge in the market. We invite you to explore the attached worksheet in the video description, allowing you to experiment with different combinations, variables, and strategies. This worksheet can be accessed here: https://docs.google.com/spreadsheets/...

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👉 Video Chapters:
00:00 Two Mutual Funds for a Lifelong Investing Strategy
01:27 What is Momentum Investing and Value Investing
04:42 Combination of Momentum and Value
07:25 Momentum-based Switching Strategy
09:38 Value-based Switching Strategy
10:43 Shankar's Viewpoint

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#longterminvestment #momentuminvesting #valueinvesting

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