Meet the champions of momentum investing who beat competition in post-covid bull market
While momentum falls behind the broad indices in bear markets, the bull outperformance more than makes up for this over the long term
Stay updated with breaking news from Pratik Oswal. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
While momentum falls behind the broad indices in bear markets, the bull outperformance more than makes up for this over the long term
Of the 69 international funds, 26 have been closed in some capacity. Some have been toggling flows intermittently due to limited capacity. Pratik Oswal, Head, ETFs and Index Funds, Motilal Oswal AMC, points out, “We have some headroom to invest abroad, but we are not encouraging large investors and are giving preference to retail SIP contributions.” What should mutual fund investors do now?
Pratik Oswal emphasizes simplicity in passive funds like ETFs and index funds, suggesting investing without overthinking. He highlights the dominance of Nifty 50 and Sensex in passive funds due to pension funds' influence. Oswal recommends keeping basics in the portfolio. He also says, small and midcaps offer a lot more stability now than they did say 5 or 10 years ago.
In comparison, the S&P 500, MSCI Emerging Markets, and MSCI EAFE (Developed Markets ex-US) have demonstrated an annualised growth rates of 15.4%, 6.1%, and 7.9%, respectively, during the same period.
The tech-heavy Nasdaq 100 gave investors total returns of around 21.5 percent over the past 10 years