5 high-momentum ETFs from NSE listed 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 5 ETFs during favourable conditions or moving to cash during market weakness.
Strategy Overview:
Our disciplined approach selects up to 5 high-momentum ETFs from the NSE universe, with each position initially weighted at 20% of the portfolio. ETF selection is based on rigorous momentum analysis, ensuring only liquid, high-quality ETFs from the NSE universe 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: ₹2 to ₹5 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.
