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Momentum investing in India, one reading list

Momentum investing holds the stocks that rose most over a look back window, often 6 to 12 months, and replaces them at each scheduled rebalance by a written rule. This page gathers what RupeeCase has on it: the NSE momentum index guides, the factor module, the cost of turnover and the model strategies built on the rule.

12 pages and terms
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4 questions answered

2Guides

Long form answers with worked Indian examples.

2Learn modules

Free lessons with a quiz and a certificate.

1Calculators

Put your own numbers on the idea.

CalculatorRebalance cost at 0.2%The RupeeCase fee of 0.2% of traded value per rebalance, per trade and per year, across cadences from yearly to weekly.

1Questions answered

One question, one short answer, a dated chart.

QuestionMean reversion or momentum: what is the difference?Momentum bets that a move keeps going, and mean reversion bets that a stretched price returns toward its average, so the two give opposite answers.

1Terminal tutorials

Where the figure sits in the app, in a short video.

Tutorial, 1:11 videoRank table: how does a dynamic allocation share out its money?The Research Lab's dynamic allocation: rank groups of universes, the rank table that gives each rank its share, fixed sleeves and the 100 percent.

2Strategies and records

Model strategies built on the idea, with their published record.

2Glossary terms

The words, in plain language.

Momentum factor: Tendency of stocks that have performed well recently to continue performing well in the near future.
Turnover: Percentage of portfolio that changes in a rebalance.

Search every RupeeCase page for momentum investing

Questions about momentum investing

What is momentum investing?

Holding the stocks with the strongest recent price trend, usually measured over 6 to 12 months, and replacing them on a fixed calendar when others overtake them. The rule is written in advance, so the same inputs give the same list.

Which NSE indices follow a momentum rule?

The Nifty200 Momentum 30 and the Nifty Alpha 50 are two published NSE examples. Their guides on this site explain the score, the universe and the rebalance months.

Why does momentum turnover matter?

A momentum list changes names at each rebalance, so brokerage, STT and short term capital gains tax add up. The rebalance cost calculator puts a rupee figure on the trading charges.

Is this page investment advice?

No. It is a reading list of education pages. Model figures on the linked strategy pages are back tested and dated, not client returns.

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