Model Portfolio

Our trend following model portfolio consists of 25-30 stocks at any given time and has risk-defined weighted allocation.

Click here for a detailed performance history.


Current Model Portfolio

We update our holdings here infrequently. So, this portfolio may have changed by the time you read this. Stock names here have been replaced by its sector name. Names are revealed only to client investors and instant changes are communicated only to them.

Holdings are as of 21st Oct 2021:

SectorBuy DateReturnPresent Allocation
Auto Ancillary6/29/202139.1%3.3%
Auto Ancillary7/30/20217.1%3.2%
Banks/NBFCs9/30/202115.4%2.2%
Banks/NBFCs10/21/20210.8%3.0%
Building Materials11/13/2020107.3%3.4%
Building Materials11/13/2020188.9%3.0%
Building Materials2/12/202192.9%5.4%
Building Materials4/8/202158.5%3.4%
Building Materials9/2/20213.8%3.8%
Consumer3/19/202133.9%3.6%
Education7/16/202112.9%3.9%
Entertainment9/23/202117.4%2.2%
Industrials4/30/202155.6%2.8%
Industrials6/29/202121.3%3.3%
Industrials8/25/202147.2%5.1%
Internet1/8/202167.2%3.6%
IT Services6/9/2020604.6%6.0%
IT Services10/15/2020217.6%5.0%
IT Services5/11/202165.6%2.4%
IT Services10/21/2021-0.5%2.5%
Other Financials6/29/202154.8%3.6%
Others5/21/2021105.4%4.9%
Pharma7/30/20214.4%3.1%
Real Estate9/23/20211.4%2.4%
Real Estate10/21/2021-1.1%2.5%
Retail9/30/20215.3%2.0%
Retail10/21/20210.6%2.0%
Textiles4/8/2021107.6%4.4%
Textiles7/9/202125.8%3.6%
Cash0.2%

Sectoral Split