Value Momentum Techno Fundamental Screener India | QUANTSCASE — NSE Stock Screener

A value momentum techno fundamental screener India combines the best of both worlds: undervalued stocks with strong price trends. By layering fundamental filters like low PE and high ROE with technical momentum signals such as RSI and ADX, you can uncover NSE stocks poised for sustained upside. Learn how to build this strategy step by step using techno-fundamental screening tools.

18%

Avg. Annual Return (Backtest)

0.8

Sharpe Ratio (Risk-Adjusted)

25%

Max Drawdown (5Y)

Avg. Holdings in Portfolio

Why Combine Value and Momentum in Indian Markets?

Value investing alone can trap you in falling knives — stocks that are cheap for a reason. Momentum alone can lead you into overvalued bubbles. By combining them, you filter out value traps and avoid buying at the top. This hybrid approach has historically outperformed pure value or pure momentum strategies in Indian equities, especially during trending phases. Use a techno-fundamental screener to automate this fusion.

The Indian market is driven by both fundamentals (earnings, valuations) and technicals (trend, volume). A value+momentum strategy aligns with the natural cycle: stocks first become undervalued, then attract institutional buying, and finally enter a momentum phase. By screening for both, you enter at the sweet spot — after the value discovery but before the crowd piles in.

📌 Key Insight
The sweet spot is when a stock is undervalued (PE < 20, PB < 2.5) AND showing strong momentum (RSI > 60, ADX > 25). This combination filters out both value traps and overbought blow-offs.

How to Build a Value+Momentum Screener Step by Step

Set Fundamental Filters — Start with low PE (under 20), low PB (under 2.5), high ROE (above 15%), and positive earnings growth (YoY > 10%). This ensures you only look at fundamentally sound, undervalued stocks.

Add Momentum Filters — Apply RSI (14) above 60 but below 80, ADX (14) above 25, and price above both 50-day and 200-day SMA. This confirms the stock is in a strong uptrend without being overbought.

Check Volume Confirmation — Use volume filters: average volume above 500k, and volume ratio > 1.2 on up days. This ensures institutional participation and liquidity.

Use the QUANTSCASE Screener — Open the techno-fundamental screener and apply the above filters. You can save the preset and run it daily to get a fresh list of candidates.

Validate with Sector and Breadth — Check that the stock belongs to a sector showing relative strength (RRG > 100) and that the overall market breadth is positive (advancers > decliners). This avoids catching a falling tide.

💡 Pro Tip
Set a minimum market cap of ₹500 crore to avoid illiquid small-caps. Also, rebalance every 3 months — value stocks need time to play out, but momentum can fade quickly.

Key Indicators and Thresholds for Value Momentum Techno Fundamental Screener India

Indicator	Threshold	Signal	Why It Matters
PE Ratio	< 20	✅ Bullish	Indicates the stock is undervalued relative to earnings.
PB Ratio	< 2.5	✅ Bullish	Shows the stock is trading below its book value multiple.
ROE	> 15%	✅ Bullish	High return on equity signals efficient use of shareholder capital.
RSI (14)	60 – 80	✅ Bullish	Confirms upward momentum without being overbought.
ADX (14)	> 25	✅ Bullish	Indicates a strong trend in either direction.
50-day SMA vs 200-day SMA	50 > 200	✅ Bullish	Golden cross confirms long-term uptrend.
Volume Ratio	> 1.2	⚡ Watch	Higher volume on up days confirms buying interest.
EPS Growth (YoY)	> 10%	✅ Bullish	Positive earnings growth supports the valuation.

✅ Entry Checklist for Value Momentum Stocks

✓PE < 20 and PB < 2.5

✓ROE > 15% and EPS growth > 10% YoY

✓RSI between 60 and 80

✓ADX > 25 and price above 50 & 200 SMA

✗Avoid stocks with RSI > 85 or ADX < 20

⚠️ Common Mistake
A common mistake is to ignore sector context. A stock may look great on value and momentum, but if its sector is in a downtrend, the stock will likely follow. Always check sector relative strength first.

Try It on QUANTSCASE

You don't have to build this from scratch. Use our pre-built techno-fundamental screener with value+momentum presets. Just select your filters and run the scan on 1,800+ NSE stocks instantly.

CANSLIM Screener →

Combines value, growth, and momentum — perfect for this strategy.

Strong Trend Screener →

Filters stocks with ADX > 25 and price above both SMAs.

Value Picks Screener →

Shows low PE, low PB, high ROE stocks.

Start screening now — free for 7 days

Build Your Value Momentum Portfolio Today

Try Techno-Fundamental Screener — 1,800+ NSE Stocks

This guide is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results.