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Momentum. Quality. Value. Decoded: Inside India's New Breed of Quant Mutual Funds
Investors India
|August 2025
India's mutual fund industry is undergoing a transformation. Beyond the familiar world of stock picking and fund manager discretion, a new method of investing is gaining traction: quantitative factor investing. This approach is rooted in data science, academic research, and behavioral finance.
Indian asset management companies (AMCs) are no longer just borrowing global playbooks they're innovating. On one side, they're launching passive index funds that track NSE's custom-built factor indices like the Nifty200 Momentum 30 and Nifty Alpha 50. On the other, they're developing active quant models to attempt outperformance over these indices, combining algorithmic strategies with adaptive market positioning.
The most commonly used factors in quant investing include:
Quality: Companies with high return on equity (RoE), low debt, and stable earnings.
Value: Stocks that are cheap based on valuation metrics like price-to-book or price-to-earnings.
Low Volatility: Stocks that show lower price fluctuations tend to deliver more stable returns, contrary to high-risk-high-return beliefs.
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