Capitalmind
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Momentum in the Indian Context
A quick rundown on the Momentum Strategy with Anoop Vijaykumar, fund manager of our Adaptive Momentum Portfolio.
This video is an excerpt from our longer video on Momentum Investing.
Find it at: ua-cam.com/video/lGo3iRS4a14/v-deo.htmlsi=b1_ANYlK4ML__V5c
Capitalmind manages Rs. 2000+ cr. as a SEBI-registered PMS, and has quantitative investing strategies that use extensively tested factor data to invest into stocks. Our flagship Adaptive Momentum strategy has outperformed the market indices over 5+ years.
More about us: cm.social/pms
Schedule a call with us : cm.social/pms-connect
Anoop's Twitter: @CalmInvestor
Capitalmind Twitter: @capitalmind_in
Переглядів: 89

Відео

Mastering Momentum: Top Investors' Winning Strategies
Переглядів 1914 години тому
In this video, Anoop Vijaykumar explains the importance of consistent investment and the benefits of staying invested over the long term, emphasizing how this strategy increases the likelihood of outperforming the index. This video is an excerpt from our longer video on Momentum Investing. Find it at: ua-cam.com/video/lGo3iRS4a14/v-deo.htmlsi=b1_ANYlK4ML V5c Capitalmind manages Rs. 2000 cr. as ...
Ingredients of Active Momentum
Переглядів 27812 годин тому
Anoop Vijaykumar delves into the concept of adaptive momentum in investing. he elucidates the core principles, the various metrics that can be used to assess stock performance, and touches upon seminal research on the topic. This video is an excerpt from our longer video on Momentum Investing. Find it at: ua-cam.com/video/lGo3iRS4a14/v-deo.htmlsi=b1_ANYlK4ML V5c Capitalmind manages Rs. 2000 cr....
Why Inheritance Taxes won't work in the Indian Context
Переглядів 18516 годин тому
In this video, Deepak discusses why inheritance taxes are not suitable for the Indian cultural and socio-economic context. He explains the cultural imperatives and practical reasons why people in India prefer to save for their children and why government intervention through inheritance tax can be problematic. This video is an excerpt from our longer video on inheritance taxes Find it at: ua-ca...
Inheritance Tax: The See's Candies Saga
Переглядів 158День тому
Deepak delves into the fascinating story of See's Candies, a confectionary company loved by Warren Buffett and Charlie Munger. Discover how inheritance taxes led to their acquisition of this cash-generating business, and learn about the significant role it has played in their investment strategy This video is an excerpt from our longer video on inheritance taxes Find it at: ua-cam.com/video/dCH...
How Inheritance Taxes Nearly Crashed Korea's Stock Market!
Переглядів 607День тому
Deepak discusses the complications that arose with the inheritance tax following the death of the head of Samsung. The conversation highlights the economic impact of unrealized gains and how the South Korean government navigated this issue to prevent a collapse of the stock exchange. This video is an excerpt from our longer video on inheritance taxes Find it at: ua-cam.com/video/dCHwVFmlrVE/v-d...
Discussion on the Union Budget with Deepak Shenoy and Ajay Rotti
Переглядів 1,4 тис.21 день тому
Dive into an in-depth analysis of the 2024 Union Budget with Deepak Shenoy and Ajay Rotti. In this comprehensive discussion, they break down significant tax changes, financial policies, and their far-reaching impacts. Gain insights into complex topics such as long-term capital gains tax, personal taxation, changes in custom duties, and the future of taxation on various asset classes. The sessio...
Equity Markets Don't Really Care About the Budget
Переглядів 703Місяць тому
In this video, Anoop Vijaykumar, fund manager of our Adaptive Momentum Portfolio takes a deep dive into 24 years of budget announcements from 2000 to 2023, examining the market's reactions and the implications for investors. Link to the article discussed in the video: www.capitalmind.in/insights/india-budget-impact-equity-returns Capitalmind manages Rs. 2000 cr. as a SEBI-registered PMS, and ha...
Unpacking Surge India: Investment Themes with Deepak Shenoy
Переглядів 1,7 тис.Місяць тому
India is Surging! Understand why, how and what makes India so attractive and how Capitalmind's PMS invests with the Surge India PMS strategy. Learn how themes specific to India can lead to disproportionate gains in the businesses within, and why they make for good long term investments. Deepak Shenoy, CEO at Capitalmind, covers the core themes: - Import substitution - Energy independence - Incr...
Rethinking Risk: When 'Skin in the Game' Fails Investors
Переглядів 334Місяць тому
Deepak and Vashishtha delve into the intricacies of performance fees in Portfolio Management Services (PMS). They discuss how interests between the fund manager and the investor might not always align and provide real-world examples, including a case from 2008 involving a major mutual fund. Learn about the potential risks and how skin in the game performance fees can sometimes create counterpro...
What is front running, really?
Переглядів 153Місяць тому
Picture this: You’re at your favourite bakery, and you overhear that a celebrity is about to place a massive order for your favourite pastries. You rush to buy them all up before the celeb can, hoping to sell them back at a premium. That, in essence, is front running in the financial world. We discuss how people pull off this trick and, more importantly, how they get caught. (Spoiler alert: it’...
The Hulla Over Inheritance Tax
Переглядів 3,2 тис.2 місяці тому
Recently, the mere hint of an inheritance tax proposal sparked a mini-political crisis? Thanks to a quick government rebuttal, it’s off the table-at least for now. But that’s not where the story ends. As always, Deepak and Shray go head-to-head, weighing the merits and pitfalls of this hot-button issue. 00:00 Should we have an Inheritance Tax? 07:03 Imposing an Inheritance Tax Solely on the Wea...
The Hulla Over Inheritance Tax
Переглядів 23Місяць тому
Recently, the mere hint of an inheritance tax proposal sparked a mini-political crisis? Thanks to a quick government rebuttal, it’s off the table-at least for now. But that’s not where the story ends. As always, Deepak and Shray go head-to-head, weighing the merits and pitfalls of this hot-button issue. We’re not just looking at the problem from 30,000 feet; we’re getting into the weeds, examin...
Stop Predicting, Start Responding: Mastering Market Uncertainty with Deepak Shenoy
Переглядів 2,1 тис.2 місяці тому
Discover why reacting to financial markets is more effective than predicting them. Using real-world examples, we illustrate the importance of adaptability in investing. This video breaks down the 'respond, don't predict' strategy, helping you navigate market uncertainties wisely. Subscribe for more insights on smart investing! Capitalmind manages Rs. 1700 cr. as a SEBI-registered PMS, and has q...
Momentum Investing in India with Anoop Vijaykumar
Переглядів 73Місяць тому
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 0...
All is forgiven in the financial markets
Переглядів 38Місяць тому
All is forgiven in the financial markets
Everything you need to know about Momentum Investing in India | Anoop Vijaykumar | Capitalmind
Переглядів 12 тис.4 місяці тому
Everything you need to know about Momentum Investing in India | Anoop Vijaykumar | Capitalmind
Super-money: Why everyone wants to be everything in Finance
Переглядів 27Місяць тому
Super-money: Why everyone wants to be everything in Finance
Super-money: Why everyone wants to be everything in Finance
Переглядів 9 тис.4 місяці тому
Super-money: Why everyone wants to be everything in Finance
Why do financial markets have circuit limits?
Переглядів 13Місяць тому
Why do financial markets have circuit limits?
RBI hits NBFCs hard with two new regulations
Переглядів 21Місяць тому
RBI hits NBFCs hard with two new regulations
A Deeper Look into Asset Management in India #podcast #investing #indianstockmarket
Переглядів 4,7 тис.6 місяців тому
A Deeper Look into Asset Management in India #podcast #investing #indianstockmarket
A Deeper Look into Asset Management in India
Переглядів 24Місяць тому
A Deeper Look into Asset Management in India
How money gets created in India
Переглядів 36Місяць тому
How money gets created in India
Going gaga over options in India
Переглядів 6Місяць тому
Going gaga over options in India
Should you invest in a PMS?
Переглядів 69Місяць тому
Should you invest in a PMS?
How to invest a lumpsum amount?
Переглядів 3,1 тис.11 місяців тому
How to invest a lumpsum amount?
How to invest a lumpsum amount?
Переглядів 17Місяць тому
How to invest a lumpsum amount?
Stock market returns are lumpy. Get used to it!
Переглядів 30Місяць тому
Stock market returns are lumpy. Get used to it!
What Lies Behind Mutual Fund Expense Ratios: SEBI’s Call for Transparency in TERs
Переглядів 3Місяць тому
What Lies Behind Mutual Fund Expense Ratios: SEBI’s Call for Transparency in TERs

КОМЕНТАРІ

  • @parvejsolkar123
    @parvejsolkar123 10 годин тому

    1:02:10 mind blowing, Deepak sir is simply next level

  • @max-uc5do
    @max-uc5do 7 днів тому

    There was inheritance tax till 1980s TF are you talking about culture, Indian context etc... If the govt wants they can loot you, they'll do it regardless of the consequence.

  • @rkumarblr1
    @rkumarblr1 7 днів тому

    The buyer only pays what is the stated price and that remains same irrespective of EMI or noEMI. It’s not the 1000 Rs more indicate in the video. So then come the question how does it really work. Some say they charge interest for the whole amount on default or delay but what if there is no default. Is it truly a zero % interest loan ?

  • @srini8701
    @srini8701 17 днів тому

    Great analysis on annuity being a rip off. Agree with the fact that it is part of ones retirement plan and not the entire plan. However, here I list a few more advantages of NPS - 1. The tax savings (esp. with employer contribution) for folks in a higher tax bracket makes NPS very attractive. You essentially get 30% free money (from post tax perspective) on day one. 2. It is possibly the only product in India where if a person feel markets are elevated, one can shift from equity heavy-NPS (scheme E) to a government bond heavy NPS (scheme G) without any tax implications (and vice versa). I understand this is akin to timing the market. However, it is a good hedging strategy for salaried people 3. No capital gains at the time of "cashing out, i.e., when u are 60 years old (or later), in Tier1 NPS (capped at 7.5L for PF +NPS). As we have seen in the budget, LTCG may go up in the future.

  • @santoshzalavadiya7367
    @santoshzalavadiya7367 17 днів тому

    Let me put some advantages of NPS. 1. Yes, annuity is a terrible product but it is not mandatory to buy at the age of 60. You can now buy it at the age of 75 at a higher rate and you can let your money compound for 15 more years! 2. 60% of the final corpus is completely tax free. With LTCG increased to 12.5% (and now there's a talk of taxing at a slab rate), NPS will become more and more attractive. 3. You can change asset allocation in NPS without paying any taxes. In overheated market, you can bring your equity portion from 75% to 0% with no tax! You can increase it from 0% equity to 75% equity with no tax! Hence there is no tax leaks.

  • @BisFino-hb2df
    @BisFino-hb2df 21 день тому

    What's your thought about preferencial allotment strategy, shadow the promotor strategy, magic formula, losers portfolio by damodaran ? Can these strategies be converted into smallcase portfolio ? I came to know in Shankar nath's videos on these strategies.

  • @mitulchauhan8687
    @mitulchauhan8687 21 день тому

    I agree with Mr.Deepak sir ...LTCG is intermidate increase...they want to see invetsor and fund manager reaction..if not sttong opposition they wil move forward to increase in future .

  • @suii-v3q
    @suii-v3q Місяць тому

    As an investor, keep long term view and ignore the short term noise.

  • @CookieMonster---
    @CookieMonster--- Місяць тому

    Quality video shot on iphone 🔥(sorry can't help, I'm a camera guy) Really good learning.

  • @vive121
    @vive121 Місяць тому

    Index fund is rocking specially momentum funds. However, balancing should happen every quarter.

  • @inuyasha751
    @inuyasha751 Місяць тому

    Sir ....any chance re-list in sintex industries Ltd

  • @dm5665
    @dm5665 Місяць тому

    Nifty 200 Momentum 30 Nifty alpha 50 Nifty 500 value 50 Nifty 150 momentum 30. Nifty next 50. Nifty 250 quality 50

  • @snehalatak18
    @snehalatak18 Місяць тому

    wow, I am the first , can't believe ppl don't listen to real expert

  • @dm5665
    @dm5665 Місяць тому

    Index 🎉

  • @rickfool1452
    @rickfool1452 Місяць тому

    Yea. Implement an inheritance tax. Dont clean up the corruption in gov. India already has the largest fleeing middle class. Now you're talking about a migration pentaly, an inheritance tax. Sh*t like this is why rich Indians are leaving for Dubai in DROVES.

  • @SrivatsanRaman
    @SrivatsanRaman Місяць тому

    Very nice and informative interview- I am still thinking about momentum investing and this gives a good idea of dos and donts

  • @saneworld9418
    @saneworld9418 Місяць тому

    Thank you for uploading, Great Insights 🎉

  • @sourabhniggati5783
    @sourabhniggati5783 Місяць тому

    Too good!

  • @godglobalobservationdevice7869
    @godglobalobservationdevice7869 Місяць тому

    Real estate sector will collapse if this happens

  • @NaveenKumar-ie5tb
    @NaveenKumar-ie5tb 2 місяці тому

    increase registration charges(almost double) on third home (unless they sell their one of previous homes ) and introduce inheritance tax such a way that you must pay tax when you sell. If i get a home from my dad worth something. i dont need to pay tax till I (or my family) sell the property. tax it that year

    • @RupeeInvestor
      @RupeeInvestor 2 місяці тому

      That is simply Capital gain tax no?

    • @NaveenKumar-ie5tb
      @NaveenKumar-ie5tb 2 місяці тому

      @@RupeeInvestor Capital gains+Inheritance both. That way no need of this assessment of market value of property during inheritance

  • @kyzersmansion2487
    @kyzersmansion2487 2 місяці тому

    very interesting, what are your thoughts of removing income tax as well as it leads to a perverse incentive where people might be demotivated as they become more productive, earn more, would it be possible to just have a consumption based tax as it may or may not lead to mindful consumption also, as a young person i disagree that having wealth discourages people from work, i think it acts as a safety net and allows for innovation, there is also high degree of correlation between kids of HNI working hard granted there is privilege which comes into play but its still a boon, the idea that one needs poverty to work hard is very outdated thinking of carrots and stick, people work for more reason then just money.

  • @AbbhinavKastura
    @AbbhinavKastura 2 місяці тому

    Love the content. Keep it going team.

  • @rahulbathla8528
    @rahulbathla8528 2 місяці тому

    great video, quite insightful and a pleasure to hear you guys chat :")

  • @dm5665
    @dm5665 2 місяці тому

    how to respond? nothing shared

    • @mayankmantra
      @mayankmantra 2 місяці тому

      what he means is stay invested instead of reacting/ pulling out money from market

  • @sumitpuneet1234
    @sumitpuneet1234 2 місяці тому

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

  • @rsinha0902
    @rsinha0902 3 місяці тому

    I think the best view I have received currently. Short and logical

  • @jaiprakashSingh
    @jaiprakashSingh 3 місяці тому

    There will be always someone who will sell guns for Gold. Gold can protect in case of hyperinflation as well. I wish to have 10% portfolio in gold.

    • @dm5665
      @dm5665 2 місяці тому

      include silver also.

  • @ub678
    @ub678 3 місяці тому

    Excellent advice.

  • @misterdutta
    @misterdutta 3 місяці тому

    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
      @CapitalmindHQ 2 місяці тому

      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.

  • @xilllllix
    @xilllllix 3 місяці тому

    hi from the usa! i have watched about 5 or 6 anoop interviews on youtube and they're all great! hope to see more of him. another one i would recommend for those who are interested in momentum investing is david lundgren.

  • @xilllllix
    @xilllllix 3 місяці тому

    this presentation is so good! applicable to US markets as well...

  • @nistalasuresh5837
    @nistalasuresh5837 3 місяці тому

    Always insightful to listen to Deepak Shenoy 🔥❤️

  • @Raman_sri
    @Raman_sri 3 місяці тому

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

    • @CapitalmindHQ
      @CapitalmindHQ 3 місяці тому

      If you are looking for offers on our smallcase, please write to us at smallcase@premium.capitalmind.in - we'll get you the best available offer. Thanks for subscribing to our UA-cam channel.

  • @user-wt8sp5wc3z
    @user-wt8sp5wc3z 3 місяці тому

    hey give us some student discount on your smallcases man

    • @CapitalmindHQ
      @CapitalmindHQ 3 місяці тому

      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 smallcase@premium.capitalmind.in - we'll get you the best available offer.

  • @debchak27
    @debchak27 3 місяці тому

    persistent doubled from your exit price in next 2 yrs. momentum strategy misses that strategy, unless you exit and reinvest in a relatively profitable alternate scrip

  • @vishaln4983
    @vishaln4983 3 місяці тому

    Never seen Shray, so always thought he was 22-23 from just hearing his voice on the podcast :) .

  • @duraisamya3068
    @duraisamya3068 3 місяці тому

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

  • @deadnight700
    @deadnight700 4 місяці тому

    Can't wait to get it on Spotify Shray

  • @Suhelnagar84
    @Suhelnagar84 4 місяці тому

    What's the name of your pms ?

    • @parizatverma2876
      @parizatverma2876 4 місяці тому

      Capitalminds

    • @CapitalmindHQ
      @CapitalmindHQ 3 місяці тому

      Capitalmind Financial Services. Check us out at capitalmind.in

  • @balasubrahmanyamkorni567
    @balasubrahmanyamkorni567 4 місяці тому

    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......

  • @vinaysuchedeutube
    @vinaysuchedeutube 4 місяці тому

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

    • @CapitalmindHQ
      @CapitalmindHQ 4 місяці тому

      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.

  • @charan775
    @charan775 4 місяці тому

    52:20 didn't understand this. Why is the return on equity 4%? If startups lend at 16% won't the entire 16% be their return?

    • @CapitalmindHQ
      @CapitalmindHQ 4 місяці тому

      Hey, thanks for watching. Deepak refers to the margins made while lending (NIM), which will be lower than the lending rate because you have to adjust for the cost of capital.

  • @ritasunarti
    @ritasunarti 4 місяці тому

    Up up for the world wide world cup yang tidak bisa di download disini untuk melanjutkan ke S1 S2 S3 di dalam video klip tersebut akan terjadi lepas dari yang lain dijamin yang sangat besar dalam sejarah dunia yang paling sering ditemukan pada diri sendiri dan di 🤣

  • @balasubrahmanyamkorni567
    @balasubrahmanyamkorni567 4 місяці тому

    Nice video. Thank you Deepak.

    • @CapitalmindHQ
      @CapitalmindHQ 4 місяці тому

      Cheers, thanks for listening in.

  • @vinaysuchedeutube
    @vinaysuchedeutube 4 місяці тому

    good episode! make it a monthly show atleast if not weekly. I just checked your channel. Your last episode was 2 months back.

    • @CapitalmindHQ
      @CapitalmindHQ 4 місяці тому

      Thanks for listening, Vinay. We'll try do more :)

  • @vinit1893
    @vinit1893 4 місяці тому

    Love the way you guys pull the regulator's leg in a fun way. Also, didn't knew the PMS industry faces such trivial regulatory issues. Great work team.

  • @deveshjohri1017
    @deveshjohri1017 4 місяці тому

    Very nice conversation, I have gone through the pain of opening a PIS account. Happy to have more insights/conversation about this as I know a lot of other Indians struggling and giving up investing in India due to complexities.

  • @kyzersmansion2487
    @kyzersmansion2487 4 місяці тому

    great video, you mentioned banks are again not going to the court for IBC process, why would that be ?

    • @CapitalmindHQ
      @CapitalmindHQ 4 місяці тому

      We wish we knew! But it's probably a feeling that IBC takes too long and then a quid pro quo between the promoter and bank employees.

  • @varunsr24
    @varunsr24 4 місяці тому

    Its 2024, pls add timestamps to the long video

    • @CapitalmindHQ
      @CapitalmindHQ 4 місяці тому

      Sure, the timestamps are now updated. Thanks for the feedback :)