A disciplined momentum strategy

Momentum Investing

Status
Live
Live since
25 May 2026
Current NAV
100.24
Live return
+0.24%
Holdings
20 / 20
Last rebalance
2026-07-01

Prices updated 2026-07-31 18:45 UTC · per-holding returns are since each stock was added; portfolio return is the NAV above.

Current Holdings
LAURUSLABS+33.9%
Healthcare
Entry
₹1,356.3
Current
₹1,816.2
Contribution
+1.70%
Added 2026-05-2567d
ADANIENSOL+17.2%
Power
Entry
₹1,404.3
Current
₹1,645.4
Contribution
+0.86%
Added 2026-05-2567d
OFSS+15.3%
Information Technology
Entry
₹9,703.0
Current
₹11,186.0
Contribution
+0.76%
Added 2026-05-2567d
BHARATFORG+14.7%
Automobile and Auto Components
Entry
₹1,918.3
Current
₹2,199.8
Contribution
+0.73%
Added 2026-05-2567d
ABCAPITAL+11.2%
Financial Services
Entry
₹363.6
Current
₹404.3
Contribution
+0.56%
Added 2026-05-2567d
RADICO+10.0%
Fast Moving Consumer Goods
Entry
₹3,945.5
Current
₹4,340.8
Contribution
+0.50%
Added 2026-07-0130d
FEDERALBNK+8.7%
Financial Services
Entry
₹330.1
Current
₹358.9
Contribution
+0.44%
Added 2026-07-0130d
NYKAA+7.2%
Consumer Services
Entry
₹310.9
Current
₹333.4
Contribution
+0.36%
Added 2026-07-0130d
LTF+0.2%
Financial Services
Entry
₹310.8
Current
₹311.3
Contribution
+0.01%
Added 2026-07-0130d
AUROPHARMA+0.1%
Healthcare
Entry
₹1,578.7
Current
₹1,580.2
Contribution
+0.00%
Added 2026-07-0130d
ADANIGREEN-2.0%
Power
Entry
₹1,411.1
Current
₹1,383.0
Contribution
-0.10%
Added 2026-05-2567d
BHEL-3.0%
Capital Goods
Entry
₹419.4
Current
₹407.0
Contribution
-0.15%
Added 2026-05-2567d
POLYCAB-3.1%
Capital Goods
Entry
₹9,398.5
Current
₹9,106.5
Contribution
-0.16%
Added 2026-05-2567d
CUMMINSIND-6.2%
Capital Goods
Entry
₹5,881.0
Current
₹5,519.0
Contribution
-0.31%
Added 2026-06-0160d
IDEA-7.1%
Telecommunication
Entry
₹14.0
Current
₹13.0
Contribution
-0.36%
Added 2026-05-2567d
GVT&D-9.5%
Capital Goods
Entry
₹4,774.7
Current
₹4,323.3
Contribution
-0.47%
Added 2026-05-2567d
ADANIPOWER-9.5%
Power
Entry
₹233.4
Current
₹211.3
Contribution
-0.47%
Added 2026-05-2567d
POWERINDIA-9.7%
Capital Goods
Entry
₹35,635.0
Current
₹32,175.0
Contribution
-0.49%
Added 2026-05-2567d
NATIONALUM-17.5%
Metals & Mining
Entry
₹424.4
Current
₹350.0
Contribution
-0.88%
Added 2026-06-0160d
MCX-18.8%
Financial Services
Entry
₹3,313.9
Current
₹2,692.2
Contribution
-0.94%
Added 2026-05-2567d
▲ Top Contributors
  • LAURUSLABS+1.70%
  • ADANIENSOL+0.86%
  • OFSS+0.76%
▼ Detractors
  • MCX-0.94%
  • NATIONALUM-0.88%
  • POWERINDIA-0.49%