MIP – MF (Conservative)

When it comes to Mutual Fund investing, the biggest question is always: Which fund should I invest in?

Some funds perform consistently, while others show strength only in recent times. Traditionally, investors look at past performance to decide. But performance alone may not be enough — this is where Momentum Investing can bring a fresh perspective.

Momentum Investing Plan (MIP) for Mutual Funds

Just as Momentum strategies work in equities, they can also be applied to Mutual Funds. With a Momentum Investing Plan (MIP), you can systematically build your Mutual Fund portfolio based on objective criteria rather than guesswork.

Rebalancing in Mutual Funds is optional, since frequent churn may not be comfortable for everyone. But with Momentify – MF, you can easily identify funds showing strong momentum and design your portfolio accordingly.

Sample Strategy: MIP – MF (Conservative)

Strategy details:

• Strategy Name: MIP – MF (Conservative)
• Performance Periods: 252 & 60
• Retracement: 50% from 52-week high
• Trend Filter: 200 EMA
• Ranking Criteria: Return

This aggressive model allocates 25% to Equity funds, 25% to Debt funds and 50% to Debt funds.

You can copy this strategy into your basket as a real or virtual portfolio, and modify the weightage or number of schemes as per your preference.

This strategy is an illustration of possibilities — you should tweak it to match your own approach.

You can also use the Scanner Filter in Momentify to shortlist funds based on your preferred segments.

Apply technical strategies on your favorite charting methods to further refine scheme selection. You can backtest your portfolio in RZone (Momentum Scanner -> Mutual Fund Investing Scanner) with your chosen universe and time period.

Create either a lumpsum or SIP-based Mutual Fund portfolio using MIP–MF.

With MIP–MF, you can bring structure, clarity, and momentum to your Mutual Fund investing journey.