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 | 29 Mar | 06 Apr | 04 May | 26 Jun | 06 Jul | 11 Jul | Δ |
|---|---|---|---|---|---|---|---|
| Banking | 16.8 | 16.8 | 15.7 | 14.9 | 14.9 | 14.9 | -2.0 |
| Infrastructure | 9.8 | 9.8 | 9.9 | 10.9 | 10.9 | 10.9 | +1.1 |
| Financial Services | 11.2 | 11.2 | 10.6 | 10.7 | 10.7 | 10.7 | -0.5 |
| Automobile | 9.5 | 9.5 | 9.0 | 9.1 | 9.1 | 9.1 | -0.5 |
| Energy | 5.2 | 5.2 | 5.5 | 7.3 | 7.3 | 7.3 | +2.2 |
| IT | 6.8 | 6.8 | 7.2 | 6.8 | 6.8 | 6.8 | -0.0 |
| Consumer Durables | 5.7 | 5.7 | 6.3 | 6.0 | 6.0 | 6.0 | +0.3 |
| Capital Markets | 3.1 | 3.1 | 3.2 | 5.6 | 5.6 | 5.6 | +2.5 |
| Metal | 5.0 | 5.0 | 5.1 | 4.9 | 4.9 | 4.9 | -0.1 |
| Pharma | 4.9 | 4.9 | 5.3 | 3.4 | 3.4 | 3.4 | -1.5 |
| Chemicals | 3.4 | 3.4 | 3.7 | 3.3 | 3.3 | 3.3 | -0.1 |
| Healthcare | 3.0 | 3.0 | 2.9 | 2.8 | 2.8 | 2.8 | -0.2 |
| Other (8) | 12.6 | 12.6 | 12.8 | 11.6 | 11.6 | 11.6 | -1.0 |
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 | 4.58% | 6 | 4 | 2 | 8 | 7 | 0/2 | -2.4% |
| BHEL | Energy | 2.60% | 8 | 2 | 10 | 10 | 1 | 0/2 | +30.7% |
| LT | Infrastructure | 2.11% | 7 | 2 | 9 | 5 | 6 | 0/2 | -5.2% |
| SBIN | Banking | 2.07% | 7 | 5 | 6 | 4 | 8 | 0/2 | -7.5% |
| FEDERALBNK | Banking | 1.91% | 9 | 3 | 5 | 4 | 5 | 0/2 | +9.1% |
| CUMMINSIND | Infrastructure | 1.85% | 9 | 10 | 3 | 6 | 1 | 0/2 | +4.6% |
| BHARTIARTL | Infrastructure | 1.84% | 6 | 8 | 10 | 8 | 3 | 0/2 | -0.0% |
| ATHERENERG | Automobile | 1.71% | 10 | 4 | 5 | 3 | 1 | 0/2 | +37.9% |
| PHOENIXLTD | Realty | 1.69% | 10 | 8 | 6 | 4 | 1 | 1/2 | +15.1% |
| ICICIBANK | Banking | 1.68% | 5 | 5 | 4 | 8 | 5 | 0/2 | +1.2% |
| MCX | Capital Markets | 1.61% | 5 | 10 | — | 5 | 2 | 0/2 | +1.1% |
| FORTIS | Healthcare | 1.47% | 8 | 8 | 5 | 2 | 3 | 0/2 | +8.9% |
| MFSL | Financial Services | 1.45% | 4 | 1 | 6 | 5 | 4 | 0/2 | -8.0% |
| SOLARINDS | Chemicals | 1.41% | 9 | 10 | 9 | 6 | 1 | 0/2 | +20.2% |
| M&M | Automobile | 1.39% | 2 | 7 | 10 | 7 | 8 | 0/2 | -8.6% |
| SHRIRAMFIN | Financial Services | 1.38% | 8 | 9 | 9 | 5 | 6 | 0/2 | -2.9% |
| INFY | IT | 1.37% | 2 | 8 | 6 | 4 | 9 | 0/2 | -20.2% |
| AXISBANK | Banking | 1.35% | 7 | 3 | 5 | 8 | 6 | 0/2 | -7.2% |
| BEL | Defence | 1.34% | 3 | 10 | 9 | 10 | 5 | 0/2 | -11.5% |
| GROWW | Capital Markets | 1.33% | 4 | 10 | 1 | 10 | 3 | 0/2 | -0.8% |
| PERSISTENT | IT | 1.32% | 3 | 10 | 10 | 5 | 4 | 0/2 | -14.3% |
| MAXHEALTH | Healthcare | 1.31% | 7 | 9 | 5 | 4 | 3 | 0/2 | +12.2% |
| ASHOKLEY | Automobile | 1.31% | 2 | 5 | 7 | 2 | 7 | 0/2 | -16.1% |
| INDIANB | Banking | 1.29% | 4 | 7 | 5 | 3 | 10 | 0/2 | -19.6% |
| UNOMINDA | Automobile | 1.29% | 6 | 6 | 9 | 3 | 2 | 0/2 | +3.8% |
| MOTHERSON | Automobile | 1.25% | 8 | 1 | 8 | 5 | 4 | 0/2 | +13.6% |
| SCHAEFFLER | Logistics | 1.23% | 7 | 9 | 6 | 2 | 1 | 0/2 | +0.3% |
| JSWENERGY | Energy | 1.23% | 7 | 6 | 8 | 9 | 5 | 0/2 | +5.8% |
| COFORGE | IT | 1.22% | 5 | 8 | 10 | 2 | 5 | 0/2 | +16.7% |
| RELIANCE | Oil & Gas | 1.22% | 1 | 2 | 8 | 2 | 7 | 0/2 | -8.5% |
| COALINDIA | Energy | 1.20% | 3 | 6 | 8 | 7 | 9 | 0/2 | -4.3% |
| APLAPOLLO | Metal | 1.20% | 2 | 6 | 3 | 5 | 4 | 0/2 | -16.8% |
| POLICYBZR | Financial Services | 1.19% | 2 | 7 | 2 | 5 | 4 | 0/2 | +0.9% |
| CGPOWER | Energy | 1.16% | 8 | 9 | 4 | 6 | 1 | 0/2 | +21.3% |
| TATASTEEL | Metal | 1.14% | 4 | 1 | 9 | 10 | 7 | 0/2 | -12.3% |
| ETERNAL | Logistics | 1.13% | 6 | 2 | 1 | 9 | 2 | 0/2 | +18.5% |
| CHOLAFIN | Financial Services | 1.12% | 10 | 9 | 2 | 9 | 3 | 1/2 | +10.0% |
| KEI | Consumer Durables | 1.12% | 7 | 8 | 7 | 2 | 4 | 0/2 | +9.0% |
| BHARATFORG | Automobile | 1.11% | 8 | 3 | 10 | 8 | 1 | 0/2 | +15.2% |
| SUNDARMFIN | Financial Services | 1.08% | 3 | 9 | 5 | 7 | 8 | 0/2 | -9.6% |
| TRENT | FMCG | 1.07% | 7 | 7 | 5 | 5 | 3 | 0/2 | +7.9% |
| SUNPHARMA | Pharma | 1.06% | 10 | 8 | 6 | 4 | 2 | 1/2 | +13.9% |
| HINDALCO | Metal | 1.05% | 5 | 1 | 9 | 3 | 8 | 0/2 | -6.2% |
| INDUSTOWER | Infrastructure | 1.05% | 3 | 4 | 6 | 10 | 10 | 0/2 | -12.4% |
| IPCALAB | Pharma | 1.05% | 10 | 6 | 1 | 8 | 4 | 1/2 | +18.3% |
| MUTHOOTFIN | Financial Services | 1.05% | 3 | 10 | 6 | 4 | 9 | 0/2 | -17.7% |
| TVSMOTOR | Automobile | 1.03% | 7 | 5 | 10 | 1 | 2 | 0/2 | -8.9% |
| BSE | Capital Markets | 1.03% | 9 | 10 | 4 | 1 | 2 | 0/2 | +12.7% |
| RADICO | FMCG | 1.00% | 10 | 4 | 8 | 8 | 1 | 1/2 | +43.1% |
| BANKBARODA | Banking | 1.00% | 3 | 3 | 5 | 6 | 10 | 0/2 | -11.9% |
showing top 50 of 85 holdings by weight
Performance · 5.0y
Over the last 5.0 years ₹100 in the fund grew to ₹185 (+85%), vs ₹169 for Nifty 500 (+69%) and ₹152 for Nifty 50 (+52%). Its relative-strength line ended at 122 vs Nifty 50 and 110 vs Nifty 500 — above 100, sustained outperformance.