20 high-momentum stocks from Nifty 250 universe, diversified portfolio, rebalanced weekly.
Investment Rationale
A relative momentum strategy designed to deliver market-beating returns through systematic wealth creation. This adaptive approach thrives across all market cycles by investing in the strongest 20 stocks during favourable conditions or moving to cash during market weakness.
Strategy Overview:
Our disciplined approach selects up to 20 high-momentum stocks from the Nifty Large Midcap 250 universe, with each position initially weighted at 5% of the portfolio. Stock selection is based on rigorous momentum analysis, ensuring only liquid, high-quality securities from the Nifty Large Midcap 250 qualify for inclusion.
Key Features
- Systematic Approach: Winners are retained while underperformers are systematically removed based on predefined exit criteria
- Weekly Rebalancing: Portfolio composition is reviewed and adjusted weekly to capture momentum shifts
- Cash Protection: During unfavorable market conditions, the strategy moves to cash (Liquidcase) to preserve capital
- Zero Manager Discretion: Removes emotional bias through rule-based decision making
Optimal Investment Range: ₹5 to ₹30 lakhs
This strategy combines the growth potential of momentum investing with the protection of systematic risk management, making it suitable for investors seeking consistent long-term wealth creation.
