HomeMutual FundShares with low volatility and momentum for Oct 2023

Shares with low volatility and momentum for Oct 2023

We put up an inventory of shares with low volatility and momentum each and every month. We offer knowledge for BSE 500 and BSE 100 shares.  There are actually 3 other screener information to be had.

(1) Shares with low volatility and momentum from the BSE 100 massive cap universe are to be had as a separate document

(2) Shares with low volatility and momentum from the BSE 500 universe are to be had as a separate document. NEW: Ancient knowledge from April 2023 is to be had at no additional price!

(3) Ancient knowledge from March 2019 to Feb 2022 shall be in accordance with the Nifty 100. From March 2022 onwards, it’ll be in accordance with BSE 100. That is to be had as a separate document.

The average manner of filtration: We filter out for (1) sure 1-year go back, (2) sure six-month go back, (3) value > 200-day shifting reasonable, (4) 50% of day by day sure returns, and (5) lowest volatility.

What’s low-volatility making an investment? Low volatility making an investment refers to figuring out shares with low value fluctuations and making an investment in them. Once more, that is in accordance with previous proof: Low volatility inventory making an investment: Does it paintings? Upper returns at decrease possibility?

What’s momentum making an investment? Making an investment in shares that experience greater significantly during the last 6-Twelve months, hoping the fashion will proceed (for a brief length). Related knowledge and hyperlinks for the Indian and US markets are mentioned right here: Momentum Inventory Making an investment in India: Does it Paintings?

There’s a shut connection between momentum making an investment and coffee volatility. Maximum momentum stock-picking methods additionally come with a technique to clear out shares in accordance with volatility. They like shares that experience moved up up to now (= momentum) with low volatility. Every other carefully similar thought is to seek for shares that experience stayed just about their all-time value highs.

Caution: Whether or not you select shares with momentum or low volatility, you will need to acknowledge when to promote them. This sort of development calls for critical ranges of self-discipline and dedication. You must be capable of purchase a inventory with out query and promote it with out query in a brief length if it now not has sufficient momentum and/or low volatility. Should you get distracted through the shares’ valuation, ROE, and many others. and hesitate or purchase greater than important, it’ll no longer paintings. Please don’t blindly use this checklist to shop for and muddle your portfolio. This checklist will evolve in manner with time. So be ready for this. Do your analysis about momentum and low-volatility making an investment!! Come to a decision which to offer extra precedence to – low volatility or momentum. The usual previous efficiency isn’t consultant of long term efficiency disclaimer applies right here. No manner will paintings always!

Momentum Making an investment in India

You’ll be able to watch this video model of the above-linked publish to get an advent to momentum making an investment.

Low Volatility Making an investment in India

Assume p1 is the day before today’s last value, and p2 is nowadays’s last value. Day by day go back is outlined as (p2-p1)/p1. That is the share alternate in value. After we compute those day by day returns’ same old deviation, we think they fall on a bell curve. That is unsuitable. The following higher step could be to think that the log go back outlined as log (p2) – log(p1) falls on a bell curve.

This could also be no longer a correct approximation, as marketplace returns are fractal in nature. On the other hand, it is a nearer approximation. So, the usual deviation of log returns is used for developing low volatility indices. On the other hand, there isn’t a lot distinction for the prevailing case; it is advisable use simply the peculiar same old deviation.

Why must returns fall on a bell curve? If they don’t, then the “reasonable” and “same old deviation” are meaningless!!

How do I take advantage of this screener?

You’ll be able to use it in a couple of tactics. Listed below are some tips.

Please observe: All 5 filters shall be enabled whilst you open the document. You’ll be able to reset them and use any filter out that you just like.

To display screen for low-volatility shares:

  1. Type through an expanding same old deviation
  2. Make a selection shares with the bottom volatility.
  3. Optionally, you’ll believe shares with value momentum within the ultimate six months, Twelve months or longer.

To display screen for momentum shares:

  1. Take away shares with unfavourable six months AND 1Y returns.
  2. Take away shares with 50% or decrease sure day by day returns.
  3. Take away shares with a present value less than the ultimate 200-day reasonable.
  4. Type last shares through expanding the usual deviation.
  5. Make a selection shares with low volatility and prime momentum (prime 6-month or 1Y returns).

Be aware: Widespread buying and selling could also be important for each approaches. If the inventory does no longer meet the above standards within the subsequent month’s screener, you could wish to promote in complete and exchange it with some other irrespective of tax. However, this might also no longer be important should you consider within the basics of the underlying trade. This name is completely as much as the consumer.

Get the inventory lists!

Phrases and stipulations

  1. If you wish to have knowledge for BSE 100 by myself, the price is Rs. 111.
  2. If you wish to have knowledge for BSE 500 by myself, the price is Rs. 300. NEW:Ancient knowledge from April 2023 is to be had at no additional price!
  3. If you wish to have per month historic knowledge for the Best 100 shares: March 2019 to the present month, the associated fee is  Rs. 500. This may will let you spot constantly low risky shares.
  4. This acquire will give you unique reductions on our two classes:  How one can Get Folks to Pay for Your Talents (aka Earn from Talents) and the lectures on goal-based portfolio control.
  5. Whilst we will be able to do our perfect to put up up to date screener sheets each and every month, we can not ensure the similar.
  6. The document accommodates no purchase or promote suggestions and solely has knowledge derived from value knowledge.
  7. Sufficient care and energy had been installed to weed out mistakes; alternatively, I can’t be sure that the sheet is error-free.
  8. The patron should analysis the usage of the guidelines within the spreadsheet and expand their technique. No suggestions or help are incorporated within the sheet and may not be supplied one at a time.
  9. We can no longer supply any longer assist or help in the usage of the sheet.
  10. We don’t seem to be liable for your capital losses or positive aspects from the usage of this sheet.

[1] If you wish to have BSE 500 qualifying shares for the present month, Click on right here to pay Rs. 300 and obtain the newest BSE 500 momentum low volatility screener. After acquire, you are going to be directed to a Google Force hyperlink with the sheet. Please obtain the sheet to make use of it. Dwelling out of doors India? You’ll be able to pay by the use of this PayPal hyperlink (6 USD). Ship a mail to freefincal at Gmail dot com for help.

[2] If you wish to have the Best 100 historic knowledge of qualifying shares from March 2019 to the present month: Click on right here to pay Rs. 500 and obtain the newest Best 100 momentum low volatility screener with historic knowledge. After acquire, you are going to be directed to a Google Force hyperlink with the sheet. Please obtain the sheet to make use of it. Dwelling out of doors India? You’ll be able to pay by the use of this PayPal hyperlink (9 USD). Ship a mail to freefincal at Gmail dot com for help.

[3] If you wish to have BSE 100 qualifying shares, Click on right here to pay Rs. 111 and obtain the newest BSE 100 momentum low volatility screenerAfter acquire, you are going to be directed to a Google Force hyperlink with the sheet. Please obtain the sheet to make use of it. Dwelling out of doors India? You’ll be able to pay by the use of this PayPal hyperlink (3 USD). Ship a mail to freefincal at Gmail dot com for help.

You conform to the phrases within the necessary knowledge phase above through clicking. Don’t fail to remember to obtain the sheet after you pay (you are going to get an e mail with a obtain hyperlink after cost)!!

Do percentage this text with your pals the usage of the buttons underneath.

🔥Revel in huge reductions on our classes, robo-advisory software and unique investor circle! 🔥& sign up for our neighborhood of 5000+ customers!

Use our Robo-advisory Instrument for a start-to-finish monetary plan! Greater than 1,000 buyers and advisors use this!

New Instrument! => Observe your mutual finances and inventory investments with this Google Sheet!

Follow Freefincal on Google News
Apply Freefincal on Google Information
Subscribe to the freefincal Youtube Channel. Subscribe button courtesy: Vecteezy.
Subscribe to the freefincal Youtube Channel.
Follow freefincal on WhatsApp Channel
Apply freefincal on WhatsApp

Podcast: Let’s Get RICH With PATTU! Each unmarried Indian CAN develop their wealth! 

Listen to the Lets Get Rich with Pattu Podcast
Pay attention to the Let’s Get Wealthy with Pattu Podcast

You’ll be able to watch podcast episodes at the OfSpin Media Buddies YouTube Channel.

Lets Get RICH With PATTU podcast on YouTube
Let’s Get RICH With PATTU podcast on YouTube.

  • Do you’ve got a remark concerning the above article? Succeed in out to us on Twitter: @freefincal or @pattufreefincal
  • Have a query? Subscribe to our e-newsletter with the shape underneath.
  • Hit ‘answer’ to any e mail from us! We don’t be offering customized funding recommendation. We will write an in depth article with out citing your identify in case you have a generic query.

Sign up for over 32,000 readers and get unfastened cash control answers delivered for your inbox! Subscribe to get posts by the use of e mail!

Discover the web page! Seek amongst our 2000+ articles for info and perception!

About The Creator

Pattabiraman editor freefincalDr. M. Pattabiraman(PhD) is the founder, managing editor and number one creator of freefincal. He’s an affiliate professor on the Indian Institute of Era, Madras. He has over ten years of revel in publishing information research, analysis and fiscal product construction. Hook up with him by the use of Twitter, Linkedin, or YouTube. Pattabiraman has co-authored 3 print books: (1) You’ll be able to be wealthy too with goal-based making an investment (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for children. He has additionally written seven different unfastened e-books on quite a lot of cash control subjects. He’s a patron and co-founder of “Rate-only India,” an organisation selling impartial, commission-free funding recommendation.

Our flagship path! Learn how to set up your portfolio like a professional to reach your targets irrespective of marketplace stipulations! Greater than 3,000 buyers and advisors are a part of our unique neighborhood! Get readability on easy methods to plan on your targets and succeed in the important corpus it doesn’t matter what the marketplace situation is!! Watch the primary lecture totally free!  One-time cost! No habitual charges! Lifestyles-long get entry to to movies! Cut back worry, uncertainty and doubt whilst making an investment! Discover ways to plan on your targets sooner than and after retirement with self belief.

Our new path!  Building up your source of revenue through getting folks to pay on your abilities! Greater than 700 salaried workers, marketers and fiscal advisors are a part of our unique neighborhood! Discover ways to get folks to pay on your abilities! Whether or not you’re a skilled or small trade proprietor who needs extra shoppers by the use of on-line visibility or a salaried particular person short of an aspect source of revenue or passive source of revenue, we will be able to display you ways to reach this through showcasing your abilities and construction a neighborhood that trusts you and will pay you! (watch 1st lecture totally free). One-time cost! No habitual charges! Lifestyles-long get entry to to movies!   

Our new e-book for children: “Chinchu will get a superpower!” is now to be had!

Both boy and girl version covers of Chinchu gets a superpower
Each the boy and woman model covers of Chinchu will get a superpower.

Maximum investor issues will also be traced to a loss of knowledgeable decision-making. We have all made dangerous choices and cash errors once we began incomes and spent years undoing those errors. Why must our kids undergo the similar ache? What is that this e-book about? As oldsters, what wouldn’t it be if we needed to groom one skill in our kids this is key no longer solely to cash control and making an investment however to any facet of lifestyles? My solution: Sound Resolution Making. So on this e-book, we meet Chinchu, who is set to show 10. What he needs for his birthday and the way his oldsters plan for it and educate him a number of key concepts of decision-making and cash control is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Comments from a tender reader after studying Chinchu will get a Superpower!

Will have to-read e-book even for adults! That is one thing that each and every mother or father must educate their children proper from their younger age. The significance of cash control and resolution making in accordance with their needs and wants. Very properly written in easy phrases. – Arun.

Purchase the e-book: Chinchu will get a superpower on your kid!

How one can take advantage of content material writing: Our new guide is for the ones eager about getting facet source of revenue by the use of content material writing. It’s to be had at a 50% cut price for Rs. 500 solely!

Wish to take a look at if the marketplace is overrated or undervalued? Use our marketplace valuation software (it’ll paintings with any index!), or get the Tactical Purchase/Promote timing software!

We put up per month mutual fund screeners and momentum, low-volatility inventory screeners.

About freefincal & it is content material coverage. Freefincal is a Information Media Group devoted to offering authentic research, stories, opinions and insights on mutual finances, shares, making an investment, retirement and private finance tendencies. We accomplish that with out battle of hobby and bias. Apply us on Google Information. Freefincal serves greater than 3 million readers a yr (5 million web page perspectives) with articles founded solely on factual knowledge and detailed research through its authors. All statements made shall be verified with credible and an expert resources sooner than e-newsletter. Freefincal does no longer put up paid articles, promotions, PR, satire or reviews with out knowledge. All reviews shall be inferences sponsored through verifiable, reproducible proof/knowledge. Touch knowledge: letters {at} freefincal {dot} com (backed posts or paid collaborations may not be entertained)

Hook up with us on social media

Our publications

You Can Be Wealthy Too with Purpose-Primarily based Making an investment

You can be rich too with goal based investingPrinted through CNBC TV18, this e-book is supposed that can assist you ask the fitting questions and search the proper solutions, and because it comes with 9 on-line calculators, you’ll additionally create customized answers on your way of life! Get it now.

Gamechanger: Put out of your mind Startups, Sign up for Company & Nonetheless Are living the Wealthy Lifestyles You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis e-book is supposed for younger earners to get their fundamentals proper from day one! It is going to additionally will let you commute to unique puts at a low price! Get it or present it to a tender earner.

Your Final Information to Commute

Travel-Training-Kit-Cover-new That is an in-depth dive research into holiday making plans, discovering reasonable flights, funds lodging, what to do when travelling, and the way travelling slowly is healthier financially and psychologically, with hyperlinks to the internet pages and hand-holding at each and every step. Get the pdf for Rs 300 (speedy obtain)




Please enter your comment!
Please enter your name here

- Advertisment -
Google search engine

Most Popular

Recent Comments