Ep-210 #askmoneypurse

93.1K views · Feb 23, 2025 · 33:10 min · Watch on YouTube ↗

Takeaway

In volatile markets prefer low-volatility and quality factor funds over momentum/value - risk-adjusted returns are superior and emotionally easier to hold.

Summary

Factor-based index funds explained: momentum, value, quality, low-volatility are four key factor strategies launching in India.
UTI data (2005-2024): momentum delivered highest 21% CAGR but with high volatility; low-volatility delivered 19.3% CAGR with much better risk-adjusted returns.
Quality factor delivered better than value over long-term; value 17.4% CAGR but with significant volatility - underperformed long-term despite post-COVID outperformance.
Investor case study: 33-year-old in Gulf earning Rs 16 lakh/month, has Sukanya Samriddhi, PF, mutual funds (21% XIRR), Rs 15K SIP, Rs 2K chit fund, no land assets, almost-closed personal loan.

factor investinglow volatilityquality

Original description

Buy Axis Max life Term Insurance with Highest claim settlement Ratio(99.65%):👇
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