Nifty Midcap 150

Livelong Alpha Mid Cap

&nbsp;investable universe is derived from the Nifty 250 index, focusing primarily on midcap stocks. These offer an optimal balance between momentum-driven growth potential and sufficient liquidity for efficient swing trading execution.

This portfolio employs a momentum swing trading strategy guided by a mix of:<ul><li>Yearly and all-time high breakouts</li><li>Rangebound breakout patterns</li><li>Technical analysis for entry/exit triggers</li><li>Seasonality analysis to align entries with historically strong performance windows</li><li>Fundamental screening to filter out low-quality stocks and improve risk-reward</li></ul>The system dynamically reacts to trend exhaustion signals, exit triggers, or stop-loss breaches, and remains agile during volatile phases through built-in hedges.

Each stock is evaluated using the following criteria:<ul><li>Momentum score based on breakout strength</li><li>Relative performance within its sector</li><li>Price action patterns (swing setups, channel breakouts, etc.)</li><li>Seasonality alignment (historical month/quarter performance)</li><li>Fundamental filters: profitability ratios, earnings trends, and debt profile</li></ul>Only stocks that clear both technical and fundamental benchmarks are considered.

Maximum allocation to a single stock: 25%Maximum allocation to a single sector: 40%Minimum 5% allocation to hedging instruments (Gold ETFs like Goldbees + metal stocks)Allocation is dynamic based on strength and confidence level of each position

This smallcase will be rebalanced on an as-needed basis

Core allocation remains within Nifty 250, with a strong midcap bias5–10% of the portfolio is always hedged using Gold and metal sector stocks to balance volatilityFinal weightings adapt to sector strength and overall market momentum

Alpha Momentum Model

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Momentum-driven, low-risk, high-reward portfolio that picks top-performing stocks from nifty250

Alpha Momentum Model

Overview

Stocks & ETFs

Investment Rationale

Performance

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About the Manager

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