BEAT the Nifty by 10% with Smart BETA Strategies | Factor Funds & the Future of Index Investing

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In this video, I delve into the world of factor investing and how the power of smart beta funds can potentially help you earn up to 10% more returns compared to the Nifty 50. I often look at factor based investing as the future of index investing on account of it's ability to harness the forces of value, momentum, low volatility, and quality to achieve outstanding results and supercharge portfolio returns

In this video, I examine four of the most common factors
1. The Value Factor is a time-tested approach that focuses on identifying undervalued stocks. By targeting companies with attractive valuations relative to their fundamentals, value funds have the potential to deliver substantial returns
2. Momentum investing aims to capitalize on the notion that stocks that have performed well in the past tend to continue performing well in the future
3. With low volatility investing, we explore how this factor can help you navigate market turbulence with ease as low volatility funds offer a smoother ride and potential protection during market downturns
4. And the Quality factor emphasizes companies with strong fundamentals, robust balance sheets & stable earnings growth and how quality factor funds can offer consistent returns with reduced downside risk

I'll also guide you through the process of selecting the right factor funds at the right time, showcasing how astute timing can maximize your returns. This is no easy task but by looking at historical patterns one can have some idea of which factor is likely to succeed during different economic conditions. So whether you're a seasoned investor or just starting on your investment journey, this video is your gateway to understanding and capitalizing on the immense potential of factor investing

👉 Video Chapters:
00:00 Factor Investing
00:47 What is a Factor?
03:41 1. Value Factor
05:12 2. Momentum Factor
06:26 3. Quality Factor
07:38 4. Low Volatility Factor
08:40 Performance of Smart Beta Funds
11:52 How to Invest in Factor Funds
14:03 Shankar's Viewpoint

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Disclaimer: I am not a SEBI registered investment advisor or research analyst. 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