This Index Fund Strategy Delivered 20.6% Returns Over 10 Years 🚀 (2025 Update)

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⭑ Momentum and Value Data: https://docs.google.com/spreadsheets/d/1lMNqoG0Z_WehJVUlP4-3Jf6cDofjUOu5FMK-xJ1EnOU/edit?usp=sharing

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Of all the videos on my channel, the one that resonated most with viewers was the strategy that blended momentum and value indices to build a disciplined, long-term SIP-based portfolio. Over the past few years, I’ve consistently run SIPs in both the Nifty 200 Momentum 30 and the Nifty 500 Value 50 indices. Understandably, these funds have seen their fair share of volatility — most notably, a sharp 30% drawdown in the momentum index over the last 7–8 months. But rather than abandoning the approach, I see this period as the perfect opportunity to re-evaluate the original thesis. The results have been encouraging: a balanced 50-50 SIP allocation across both indices has delivered a solid 20.6% CAGR over the last decade. While each strategy had its own cycles of underperformance and outperformance, combining them helped reduce volatility and offered a more stable path to wealth creation

👉 Video Chapters:
00:00 The Original Lifetime Portfolio Premise
02:31 How to Extract Index Values
03:37 Momentum Index vs Value Index
06:32 Performance / Results
11:05 Switch Strategy

#sipstrategy #momentuminvesting #valueinvesting #investingstrategy #shankarnath

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

Видео This Index Fund Strategy Delivered 20.6% Returns Over 10 Years 🚀 (2025 Update) канала Shankar Nath