Momentum ETFs can be effective for long-term investing in India, but they work best as a satellite allocation (10–20%) rather than a core portfolio holding. While they offer higher long-term returns, they also come with higher volatility and sharp drawdowns during market reversals.
The question “momentum ETF long term investment India” is increasingly relevant as investors explore factor-based strategies. Momentum ETFs track indices like the Nifty 200 Momentum 30, which historically delivered higher returns than traditional indices—but not without risk.
Momentum ETFs allow investors to capture a proven return factor in a low-cost, scalable way.
Momentum works well in trending markets but struggles during sharp market reversals or sideways phases.
| Metric | Momentum ETF | Nifty 50 Index |
|---|---|---|
| CAGR | ~18–20% | ~14% |
| Max Drawdown | ~45% | ~35% |
| Volatility | High | Moderate |
| Consistency | Lower | Higher |
Core (70–80%): Index funds | Satellite (10–20%): Momentum ETF | Optional (10%): Thematic/Active
| Investor Type | Suitability |
|---|---|
| High risk tolerance | Suitable |
| Low risk / retirees | Not suitable |
| Long-term investors (5+ yrs) | Suitable |
| Short-term traders | Better alternatives exist |
Explore Portfolio Management Services (PMS) for active strategies, open a Demat account to invest in ETFs, and track momentum trends using the ReSach App.
Start Investing in Momentum ETFs
Monarch Networth Capital Limited (MNCL) is a SEBI-registered Portfolio Manager (Registration No. INP000006059). Investments in the securities market are subject to market risks. This content is for educational purposes only. Read full disclaimer.
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Monarch Networth Capital Limited (‘MNCL’) | CIN No.: L64990GJ1993PLC120014
Unit No. 803-804A, 8th Floor, X-Change Plaza, Block No. 53, Zone 5, Road-5E, Gift City, Gandhinagar - 382050, Gujarat
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“Monarch House”, Opp Prahladbhai Patel garden, Near Ishwar Bhuvan, Commerce Six Roads, Navrangpura, Ahmedabad - 380009
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Monarch Networth Capital Limited, G Block, Laxmi Tower, B Wing, 4th Floor, Bandra Kurla Complex, Bandra East, Mumbai - 400051.
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Mechanism for addressing grievances and information about SCORES.
Monarch Networth Capital Limited (‘MNCL’) | CIN No.: L64990GJ1993PLC120014
(As per LODR Regulations and Companies Act, 2013)
Contact information of the designated officials of the listed entity who are responsible for assisting and handling investor grievances : Mr. Nitesh Tanwar : 022 - 66476400 / 66476405
Monarch Networth Capital Limited
Unit No. 803-804A, 8th Floor, X-Change Plaza, Block No. 53, Zone 5, Road-5E, Gift City, Gandhinagar - 382050, Gujarat
Ahmedabad
“Monarch House”, Opp Prahladbhai Patel garden, Near Ishwar Bhuvan, Commerce Six Roads, Navrangpura, Ahmedabad – 380009
Mumbai
Monarch Networth Capital Limited, G Block, Laxmi Tower, B Wing, 4th Floor, Bandra Kurla Complex, Bandra East, Mumbai - 400051.
For Broking and Demat Related Queries : +91-79-26666768
Email: cs@mnclgroup.com
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