yes but these are different..these are not ‘momentum index’ funds but simply ‘momentum’ funds
@Madhu_sudhan The index is getting updated next week. I will share the Google Sheet after updating it.
@Swaroop_NS I had a quick look at Nippon India Active Momentum Fund. They are adding several other factors in the mix,
Ours is a pure volatility adjusted momentum portfolio.
The universe is also different. This pf uses the smallcap250 at its universe, while the other MF uses Nifty 500.
We rebalance every week while this MF says they rebalance every 30 days and this is variable.
Our pf is 20 stock strong while they say it can be between 30 - 40 and can change.
Ours is very rule based, while I feel these MFs have a lot of discretionary elements.
@visuarchie , understood. Most of the active momentum mutual funds are rather new and there is not much data to make an inference. But, Samco Active Momentum Fund has been there since two years and has a return of 16%. If the index is used for benchmarking, some of the mutual funds could be used for peer comparison.
There are some interesting case studies involving such looking back and investing based on past performance. As always it is a mixed bag - good during bull runs.
https://www.valueresearchonline.com/funds/43515/samco-active-momentum-fund-direct-plan/
Sir please post update of smallcap pf for this week
Update for entry on 1st April 2025 (lookback dates: 28/03/2024 and 27/09/2024)
50EMA (15,222) < 200EMA (16,131). 50EMA continues to remain below 200EMA. I will continue to remain invested. Index has been reconstituted and the changes are reflected below.
Based on ranking:
- JSWHL
- PGEL
- WOCKPHARMA
- SARDAEN
- AMBER
- NH
- AAVAS
- KIMS
- LAURUSLABS
- ERIS
- CHAMBLFERT
- SAGILITY
- NAVINFLUOR
- ASTRAZEN
- DEEPAKFERT
- WELCORP
- DOMS
- PTCIL
- LTFOODS
- RADICO
Based on A → Z for easy tracking:
- AAVAS
- AMBER
- ASTRAZEN
- CHAMBLFERT
- DEEPAKFERT
- DOMS
- ERIS*
- JSWHL*
- KIMS
- LAURUSLABS
- LTFOODS*
- NAVINFLUOR
- NH
- PGEL*
- PTCIL*
- RADICO
- SAGILITY*
- SARDAEN*
- WELCORP
- WOCKPHARMA*
Exits:
AEGISLOG, AVANTIFEED, BLUESTARCO, PPLPHARMA and REDINGTON make an exit.
FSL, SUVENPHAR and VIJAYA stay within the top 25 and hence, remain.
Entries:
ERIS, JSWHL, PGEL, SARDAEN and WOCKPHARMA make an entry.
LTFOODS, PTCIL and SAGILITY cannot enter as there is no vacancy.
Note: The above information is provided for educational purposes only. Please consult your Financial advisor before any investment.
Could you please share updated Google sheet.
@Madhu_sudhan @Harshal_patil Please find below updated sheet.
Sir waiting for your this week update 
Update for entry on 07th April 2025 (lookback dates: 05/04/2024 and 04/10/2024)
50EMA (15,199) < 200EMA (16,090). 50EMA continues to remain below 200EMA. I continue to remain invested.
Based on ranking:
- JSWHL
- PGEL
- WOCKPHARMA
- NH
- SARDAEN
- AAVAS
- CHAMBLFERT
- AMBER
- KIMS
- LAURUSLABS
- DEEPAKFERT
- NAVINFLUOR
- RADICO
- GODFRYPHLP
- ERIS
- AEGISLOG
- ASTRAZEN
- FSL
- DOMS
- WELCORP
SAGILITY is ranked 11th, but has been ignored as it been listed for less than 6 months.
Based on A → Z for easy tracking:
- AAVAS
- AEGISLOG
- AMBER
- ASTRAZEN
- CHAMBLFERT
- DEEPAKFERT
- DOMS
- ERIS
- FSL
- GODFRYPHLP
- JSWHL
- KIMS
- LAURUSLABS
- NAVINFLUOR
- NH
- PGEL
- RADICO
- SARDAEN
- WELCORP
- WOCKPHARMA
Exits:
VIJAYA makes an exit.
SUVENPHAR stays within the top 25 and hence, remains.
Entries:
GODFRYPHLP makes an entry.
AEGISLOG cannot enter as there is no vacancy.
I got a message late last evening that the post was being removed as it was violative of community guidelines. I am not sure what was different as the thread was going on for more than 1 year in the same way. @Donald - can you please help as the thread (that I thought was quite beneficial for everyone) has been removed?
Hi @visuarchie , microcap momentum is missing as well.
Got messages for accessing the microcap excel. Please use below link for general access with edit https://docs.google.com/spreadsheets/d/1z59ExqPwcoojAZZ4YQdo-VhmTbXfxU2PQhHfA43ldqE/edit?usp=sharing
hi Viswanath sir how can we contact you through any other platform like twitter please reply
Hi @visuarchie what happened to the microcap page? Not able to find it
Can we know the reason https://forum.valuepickr.com/t/microcap-momentum-portfolio/137149 was removed?
@satishwe …Please let us know..it was very useful thread.
Hi All,
I understand these ( momentum portfolios) topics were created sometime back and many members were actively engaging in the discussion so far. But we will not be able to allow this going ahead in the forum.
Please refer the updated guidelines here.
I hope everyone understands that this is a public forum and we will be updating the guidelines (based on Sebi) periodically.