Momentum Is Hurting. Here's What That Pays For.
A note from Jimeet Modi · April 2026 On 13 March 2025, the NIFTY 500 Momentum 50 closed 30.9% below its peak of 27 September 2024. As I write this in late April 2026, it has not yet recovered. By the data we have on Indian factor performance going back to April 2005, this is the deepest drawdown for Momentum 50 since the 2018 mid-cap crash — and the fourth-deepest of the 21-year record overall, exceeded only by the 70.2% drawdown of the 2008 Global Financial Crisis (GFC), the 38.1% drawdown o
Understanding the Momentum strategy in Investing.
Generally momentum in physics is defined as ‘mass in motion’. As per the Newton’s first law of motion that says a body will remain in uniform motion in a straight line unless acted upon by an external force. But what exactly does “Momentum” means in the world of investing? In this article/blog we will discuss about the in’s and out’s of what is momentum and how it works as an investment strategy. 1) What exactly momentum means in terms of investing? Momentum refers to the tendency of winning s
HexaShield - Samco Mutual Fund’s
A Closer look at the HexaShield framework that is used to evaluate HexaShield tested companies: HexaShield - Samco Mutual Fund’s1. Competitive and Pricing Power Tests 2. Balance Sheet and Insolvency Tests 3. Re-investment and Growth Tests 4. Corporate Governance and Leadership Tests 5. Cash Flow Tests 6. Regulatory Tests 1. Competitive and Pricing Power Tests The competitive advantage or moat of the company is one of the most important factors that determine whether a business will be able to
The Process of HexaShield Testing
SAMCO's HexaShield testing framework is built on the principles of scalability and co-relation. It is designed to do complex sensitivity and scenario analyses across various risk and return drivers. The core of the HexaShield testing exercises covers many stages including Related Articles: Maintaining Efficient Portfolio Turnover [https://www.samcomf.com/knowledge-center/maintaining-efficient-portfolio-turnover/] Buying Efficient Companies [https://www.samcomf.com/knowledge-center/buying-effic
How does HexaShield Tested Investing work?
HexaShield Tested Investing is only investing in companies that pass the rigorous HexaShield Framework test. The underlying premise of HexaShield tested investing is that we live in an increasingly disruptive world where the lives of businesses have gotten shorter and that the source of all long-term returns is simple - businesses generating high returns on capital and their ability to reinvest at incrementally high rates. On the first aspect, a recent study by McKinsey found that the average li
HexaShield Tested Investing - Introduction
HexaShield Tested Investing - IntroductionHexaShield Tested Investing is a strategy to put to work money with businesses that can endure and survive in a variety of stressful situations and generate superior long-term risk-adjusted returns. It relies on understanding the resilience of companies based on SAMCO's HexaShield framework work that tests and evaluates every company and institution on the 6 most important facets of risks and stress. These tests are meant to measure every company's abil
