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 | 11.7 | 11.7 | 12.0 | 10.3 | 10.3 | 10.3 | -1.4 |
| Capital Markets | 6.6 | 6.6 | 6.5 | 9.4 | 9.4 | 9.4 | +2.8 |
| Energy | 4.2 | 4.2 | 4.9 | 8.8 | 8.8 | 8.8 | +4.6 |
| Financial Services | 11.3 | 11.3 | 9.8 | 8.0 | 8.0 | 8.0 | -3.3 |
| Infrastructure | 6.9 | 6.9 | 6.6 | 7.2 | 7.2 | 7.2 | +0.3 |
| Automobile | 8.4 | 8.4 | 8.1 | 7.1 | 7.1 | 7.1 | -1.2 |
| Consumer Durables | 7.3 | 7.3 | 7.0 | 7.1 | 7.1 | 7.1 | -0.2 |
| Metal | 6.2 | 6.2 | 6.0 | 5.7 | 5.7 | 5.7 | -0.5 |
| Pharma | 4.5 | 4.5 | 4.7 | 5.4 | 5.4 | 5.4 | +0.9 |
| Chemicals | 5.2 | 5.2 | 5.3 | 5.1 | 5.1 | 5.1 | -0.0 |
| FMCG | 4.9 | 4.9 | 4.9 | 4.8 | 4.8 | 4.8 | -0.1 |
| IT | 3.5 | 3.5 | 3.7 | 3.6 | 3.6 | 3.6 | +0.1 |
| Other (9) | 16.1 | 16.1 | 14.7 | 13.4 | 13.4 | 13.4 | -2.7 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| MCX | Capital Markets | 3.03% | 5 | 10 | — | 5 | 2 | 0/2 | +1.1% |
| BSE | Capital Markets | 2.94% | 9 | 10 | 4 | 1 | 2 | 0/2 | +12.7% |
| FEDERALBNK | Banking | 2.90% | 9 | 3 | 5 | 4 | 5 | 0/2 | +9.1% |
| FORTIS | Healthcare | 2.23% | 8 | 8 | 5 | 2 | 3 | 0/2 | +8.9% |
| MARICO | FMCG | 2.22% | 9 | 9 | 7 | 1 | 2 | 0/2 | +9.4% |
| SOLARINDS | Chemicals | 2.14% | 9 | 10 | 9 | 6 | 1 | 0/2 | +20.2% |
| BHEL | Energy | 2.00% | 8 | 2 | 10 | 10 | 1 | 0/2 | +30.7% |
| JSWENERGY | Energy | 1.91% | 7 | 6 | 8 | 9 | 5 | 0/2 | +5.8% |
| INDIANB | Banking | 1.65% | 4 | 7 | 5 | 3 | 10 | 0/2 | -19.6% |
| COFORGE | IT | 1.63% | 5 | 8 | 10 | 2 | 5 | 0/2 | +16.7% |
| IDFCFIRSTB | Banking | 1.63% | 9 | 3 | 6 | 8 | 5 | 0/2 | +16.7% |
| CUMMINSIND | Infrastructure | 1.61% | 9 | 10 | 3 | 6 | 1 | 0/2 | +4.6% |
| GVT&D | Energy | 1.57% | 8 | 8 | 8 | 1 | 1 | 0/2 | +10.9% |
| NMDC | Metal | 1.56% | 4 | 10 | 3 | 3 | 9 | 0/2 | -4.1% |
| PERSISTENT | IT | 1.56% | 3 | 10 | 10 | 5 | 4 | 0/2 | -14.3% |
| AUBANK | Banking | 1.55% | 9 | 5 | 8 | 3 | 1 | 0/2 | +3.4% |
| RADICO | FMCG | 1.53% | 10 | 4 | 8 | 8 | 1 | 1/2 | +43.1% |
| BHARATFORG | Automobile | 1.53% | 8 | 3 | 10 | 8 | 1 | 0/2 | +15.2% |
| INDUSTOWER | Infrastructure | 1.53% | 3 | 4 | 6 | 10 | 10 | 0/2 | -12.4% |
| LTF | Financial Services | 1.51% | 9 | 6 | 8 | 4 | 5 | 0/2 | +12.0% |
| JKCEMENT | Infrastructure | 1.47% | 5 | 3 | 7 | 3 | 4 | 0/2 | -9.0% |
| APLAPOLLO | Metal | 1.44% | 2 | 6 | 3 | 5 | 4 | 0/2 | -16.8% |
| UNOMINDA | Automobile | 1.44% | 6 | 6 | 9 | 3 | 2 | 0/2 | +3.8% |
| CUB | Banking | 1.44% | 10 | 8 | 4 | 6 | 5 | 1/2 | +15.5% |
| CREDITACC | Financial Services | 1.42% | 9 | 5 | 6 | 5 | 3 | 0/2 | +23.1% |
| MFSL | Financial Services | 1.41% | 4 | 1 | 6 | 5 | 4 | 0/2 | -8.0% |
| KEI | Consumer Durables | 1.41% | 7 | 8 | 7 | 2 | 4 | 0/2 | +9.0% |
| HDFCAMC | Capital Markets | 1.37% | 9 | 9 | 1 | 4 | 3 | 0/2 | +3.5% |
| ASHOKLEY | Automobile | 1.36% | 2 | 5 | 7 | 2 | 7 | 0/2 | -16.1% |
| POLICYBZR | Financial Services | 1.35% | 2 | 7 | 2 | 5 | 4 | 0/2 | +0.9% |
| TORNTPOWER | Energy | 1.34% | 4 | 1 | 9 | 7 | 8 | 0/2 | -7.2% |
| MAXHEALTH | Healthcare | 1.33% | 7 | 9 | 5 | 4 | 3 | 0/2 | +12.2% |
| HINDPETRO | Oil & Gas | 1.31% | 5 | 2 | 4 | 3 | 10 | 0/2 | +5.4% |
| IPCALAB | Pharma | 1.28% | 10 | 6 | 1 | 8 | 4 | 1/2 | +18.3% |
| JSL | Metal | 1.20% | 4 | 5 | 9 | 7 | 8 | 0/2 | -12.4% |
| POLYCAB | Consumer Durables | 1.17% | 8 | 9 | 3 | 3 | 4 | 0/2 | +14.1% |
| KARURVYSYA | Banking | 1.15% | 9 | 4 | 10 | 9 | 4 | 0/2 | +1.7% |
| LUPIN | Pharma | 1.13% | 10 | 10 | 10 | 6 | 7 | 1/2 | +4.0% |
| SRF | Chemicals | 1.12% | 5 | 4 | 5 | 8 | 3 | 0/2 | +8.2% |
| PHOENIXLTD | Realty | 1.11% | 10 | 8 | 6 | 4 | 1 | 1/2 | +15.1% |
| SUNDARMFIN | Financial Services | 1.09% | 3 | 9 | 5 | 7 | 8 | 0/2 | -9.6% |
| VMM | Consumer Durables | 1.09% | 2 | 6 | 4 | 6 | 6 | 0/2 | -1.4% |
| PAGEIND | Consumer Durables | 1.07% | 8 | 4 | 1 | 3 | 4 | 0/2 | +9.4% |
| SAIL | Metal | 1.07% | 4 | 1 | 1 | 7 | 8 | 0/2 | -3.4% |
| BEL | Defence | 1.01% | 3 | 10 | 9 | 10 | 5 | 0/2 | -11.5% |
| IDEA | Infrastructure | 0.99% | 8 | 2 | 7 | 7 | 10 | 0/2 | +48.5% |
| AJANTPHARM | Pharma | 0.98% | 8 | 10 | 1 | 4 | 3 | 0/2 | +14.6% |
| ENDURANCE | Automobile | 0.98% | 10 | 7 | 4 | 10 | 3 | 1/2 | +8.0% |
| MANKIND | Pharma | 0.94% | 10 | 8 | 9 | 5 | 2 | 0/2 | +18.5% |
| JUBLFOOD | Tourism | 0.92% | 2 | 3 | 5 | 10 | 4 | 0/2 | -6.8% |
showing top 50 of 90 holdings by weight
Performance · 5.0y
Over the last 5.0 years ₹100 in the fund grew to ₹232 (+132%), vs ₹169 for Nifty 500 (+69%) and ₹152 for Nifty 50 (+52%). Its relative-strength line ended at 152 vs Nifty 50 and 137 vs Nifty 500 — above 100, sustained outperformance.