30 high-momentum stocks from Nifty 750 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 20-30 stocks during favourable conditions or moving to cash during market weakness.
Strategy Overview:
Our disciplined approach selects up to 30 high-momentum stocks from the Nifty Total Market universe, with each position initially weighted at 3.33% of the portfolio. Stock selection is based on rigorous momentum analysis, ensuring only liquid, high-quality securities from the Nifty Total Market 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.
