How this fund's holdings score on the six lenses, weighted by holding weight — plus what the manager is actively buying and selling. A transparency roll-up of the stock atom — descriptive, not a forecast of outperformance.
What's a “leader”? A holding that ranks in the top two deciles (D9 / D10) of its size cohort on BOTH active conviction lenses — Technical and Flow. Leadership-breadth is the share of the fund's weight sitting in those leaders.
Risk & return
Compound returns and the risk taken to earn them, from the fund's own NAV history.
| Sector | 18 Jul | 25 Jul | 24 Aug | 28 Aug | 04 Sep | 11 Sep | Δ |
|---|---|---|---|---|---|---|---|
| Banking | 16.4 | 16.4 | 14.4 | 14.4 | 14.4 | 14.4 | -2.0 |
| Financial Services | 10.4 | 10.4 | 11.5 | 11.5 | 11.5 | 11.5 | +1.2 |
| Infrastructure | 10.6 | 10.6 | 9.9 | 9.9 | 9.9 | 9.9 | -0.7 |
| Automobile | 9.8 | 9.8 | 9.6 | 9.6 | 9.6 | 9.6 | -0.3 |
| IT | 6.0 | 6.0 | 7.0 | 7.0 | 7.0 | 7.0 | +0.9 |
| Energy | 7.0 | 7.0 | 6.8 | 6.8 | 6.8 | 6.8 | -0.2 |
| Consumer Durables | 5.9 | 5.9 | 5.9 | 5.9 | 5.9 | 5.9 | +0.0 |
| Capital Markets | 5.5 | 5.5 | 5.7 | 5.7 | 5.7 | 5.7 | +0.2 |
| Pharma | 4.5 | 4.5 | 3.6 | 3.6 | 3.6 | 3.6 | -0.9 |
| Chemicals | 3.3 | 3.3 | 3.5 | 3.5 | 3.5 | 3.5 | +0.2 |
| Realty | 1.8 | 1.8 | 3.0 | 3.0 | 3.0 | 3.0 | +1.2 |
| Logistics | 2.4 | 2.4 | 3.0 | 3.0 | 3.0 | 3.0 | +0.6 |
| Other (7) | 14.4 | 14.4 | 14.5 | 14.5 | 14.5 | 14.5 | +0.2 |
Glass box
Click a lens to expand its holdings, ranked by contribution (weight × decile); each name links to its own evidence. Descriptive, not a forecast.
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| Symbol | Sector | Weight | Tch | Fnd | Cat | Flw | Val | Lead | RS 3M |
|---|---|---|---|---|---|---|---|---|---|
| HDFCBANK | Banking | 4.85% | 2 | 4 | 3 | 8 | 8 | — | -8.2% |
| BHEL | Energy | 2.42% | 8 | 2 | 9 | 9 | 2 | — | +4.7% |
| FEDERALBNK | Banking | 2.25% | 7 | 3 | 5 | 8 | 5 | — | +7.8% |
| ATHERENERG | Automobile | 2.12% | 7 | 3 | 4 | 3 | 1 | — | +55.1% |
| SBIN | Banking | 2.10% | 4 | 5 | 6 | 2 | 9 | — | -2.0% |
| PHOENIXLTD | Realty | 1.99% | 5 | 8 | 7 | 9 | 2 | — | +5.0% |
| LT | Infrastructure | 1.94% | 7 | 3 | 9 | 2 | 4 | — | -1.2% |
| MCX | Capital Markets | 1.90% | 8 | 10 | — | 4 | 1 | — | +13.5% |
| BHARTIARTL | Infrastructure | 1.89% | 5 | 8 | 10 | 8 | 4 | — | -2.2% |
| ASHOKLEY | Automobile | 1.88% | 6 | 5 | 5 | 6 | 7 | — | +16.1% |
| ICICIBANK | Banking | 1.82% | 7 | 5 | 7 | 1 | 5 | — | +9.8% |
| ETERNAL | Logistics | 1.82% | 7 | 3 | 1 | 5 | 2 | — | +24.8% |
| LTF | Financial Services | 1.49% | 8 | 6 | 8 | 9 | 7 | — | +15.0% |
| M&M | Automobile | 1.47% | 6 | 7 | 10 | 8 | 8 | — | +2.1% |
| SHRIRAMFIN | Financial Services | 1.45% | 8 | 9 | 9 | 3 | 6 | — | +11.2% |
| SUNDARMFIN | Financial Services | 1.45% | 6 | 9 | 4 | 8 | 7 | — | +11.3% |
| MAXHEALTH | Healthcare | 1.42% | 1 | 9 | 6 | 5 | 6 | — | -6.0% |
| FORTIS | Healthcare | 1.42% | 4 | 8 | 5 | 5 | 6 | — | -12.4% |
| COFORGE | IT | 1.41% | 8 | 8 | 10 | 3 | 2 | — | +31.7% |
| SOLARINDS | Chemicals | 1.36% | 10 | 10 | 7 | 1 | 1 | Leader | +16.7% |
| PERSISTENT | IT | 1.34% | 7 | 10 | 10 | 4 | 3 | — | +4.9% |
| GROWW | Capital Markets | 1.33% | 5 | 10 | 2 | 10 | 3 | — | -1.9% |
| UNOMINDA | Automobile | 1.31% | 8 | 6 | 9 | 1 | 2 | — | +13.5% |
| CHOLAFIN | Financial Services | 1.28% | 9 | 9 | 3 | 5 | 3 | — | +22.5% |
| INFY | IT | 1.27% | 4 | 8 | 6 | 6 | 8 | — | -10.9% |
| TVSMOTOR | Automobile | 1.26% | 8 | 5 | 10 | 5 | 2 | — | +20.1% |
| MOTHERSON | Automobile | 1.23% | 8 | 2 | 7 | 2 | 3 | — | +12.1% |
| MFSL | Financial Services | 1.23% | 2 | 1 | 4 | 5 | 5 | — | -8.1% |
| AXISBANK | Banking | 1.23% | 4 | 4 | 8 | 9 | 7 | — | -4.6% |
| KOTAKBANK | Banking | 1.23% | 10 | 3 | 5 | 8 | 6 | Leader | +7.5% |
| POWERMECH | Infrastructure | 1.22% | 4 | 8 | 10 | 10 | 7 | — | -9.5% |
| BEL | Defence | 1.21% | 1 | 10 | 8 | 3 | 7 | — | -6.6% |
| RADICO | FMCG | 1.18% | 9 | 3 | 7 | 2 | 1 | — | +23.1% |
| SCHAEFFLER | Logistics | 1.16% | 4 | 9 | 5 | 8 | 3 | — | -4.6% |
| IPCALAB | Pharma | 1.15% | 9 | 5 | 1 | 3 | 4 | — | +14.3% |
| APLAPOLLO | Metal | 1.13% | 9 | 6 | 3 | 3 | 1 | — | +17.4% |
| ASIANPAINT | Consumer Durables | 1.13% | 4 | 6 | 8 | 1 | 4 | — | -10.4% |
| SUNPHARMA | Pharma | 1.12% | 7 | 8 | 7 | 8 | 5 | — | +1.5% |
| JKCEMENT | Infrastructure | 1.11% | 2 | 3 | 6 | 2 | 6 | — | +1.4% |
| JSWENERGY | Energy | 1.09% | 4 | 5 | 7 | 9 | 5 | — | -11.6% |
| TRENT | FMCG | 1.08% | 2 | 7 | 3 | 7 | 3 | — | -1.1% |
| POLICYBZR | Financial Services | 1.07% | 8 | 7 | 2 | 1 | 2 | — | +14.1% |
| AETHER | Chemicals | 1.05% | 7 | 9 | 4 | 3 | 1 | — | +38.1% |
| CGPOWER | Energy | 1.04% | 8 | 9 | 5 | 5 | 1 | — | -5.4% |
| COALINDIA | Energy | 1.03% | 3 | 6 | 9 | 10 | 9 | — | -14.3% |
| PRESTIGE | Realty | 1.01% | 7 | 7 | 8 | 1 | 2 | — | +12.3% |
| KEI | Consumer Durables | 1.01% | 6 | 7 | 8 | 2 | 5 | — | -13.1% |
| MPHASIS | IT | 0.98% | 5 | 7 | 6 | 10 | 8 | — | -2.9% |
| CENTURYPLY | Consumer Durables | 0.96% | 2 | 3 | 7 | 4 | 4 | — | -5.9% |
| RELIANCE | Oil & Gas | 0.95% | 3 | 3 | 7 | 6 | 8 | — | -0.8% |
showing top 50 of 88 holdings by weight
Performance · 5.0y
Over the last 5.0 years ₹100 in the fund grew to ₹175 (+75%), vs ₹156 for Nifty 500 (+56%) and ₹137 for Nifty 50 (+37%). Its relative-strength line ended at 127 vs Nifty 50 and 112 vs Nifty 500 — above 100, sustained outperformance.