Archive · 5 Jun 2025
PhonePe Wealth Scorecard Highlights Value, Momentum Outperformance
A new report looked at how well different types of investment funds did.
It found that funds using 'value' and 'momentum' strategies did well over the last 5 years.
This means they focused on stocks they thought were undervalued or those showing strong upward trends.
However, funds that focused on 'quality' stocks didn't do as well.
The report also suggests investors should diversify their investments across different styles because market conditions change, and one style may not always perform the best.
Some funds also defied trends by successful asset allocation.
PhonePe Wealth's scorecard analyzed mutual fund performance in India.
Value and momentum strategies outperformed quality-focused funds over five years.
Funds like SBI Contra Fund and Nippon India Value Fund showed sustained outperformance.
The report suggests diversifying investment styles to navigate market cycles.
Some funds defied trends through superior stock selection or asset allocation.
- Who
- PhonePe Wealth created the CRISP Mutual Fund Scorecard.
- What
- Scorecard reveals value and momentum strategies led over 5 years, quality lagged.
- When
- March 2025 scorecard showed trends over the last five years.
- Where
- India
- Why
- To help investors assess mutual funds holistically and diversify investment styles.
Value & Momentum Style Funds
Quality Style Funds
Performance
Value & Momentum Style Funds
Outperformed over the last five years.
Quality Style Funds
Underperformed compared to Value and Momentum.
Examples
Value & Momentum Style Funds
Funds like SBI Contra Fund and Nippon India Value Fund demonstrated consistent high scores.
Quality Style Funds
Quality-focused funds struggled to keep up.
- Source
- PhonePe Wealth
- Analysis Method
- CRISP Framework
- Leading Strategies
- Value and Momentum
- Lagging Strategy
- Quality
- Stocks Evaluated
- 5,000+
- Key Takeaway for Investors
- Diversification
