© Simply 3 Capital
© Simply 3 Capital
Different Styles of Investing yield different results in the different market cycles. Sometimes it is Value that outperforms Growth and sometimes momentum is more apt than low volaitility style. The Data is colated for calendar year 2007 till calendar year 2023 October 18th. Source White Oak Mutual Fund Presentation.
The Value style of investing is represnetaion of Nifty 500 Value 50 TRI ; Momentum represented by Nifty 200 Momentum 30 TRI ; Quality represented by Nifty 200 Quality 30 Index TRI ; Alpha equals Nifty Alpha 50 TRI; Low Volatility is Nifty Low Volatility 50 TRI
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