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 |
|---|---|---|---|---|---|---|---|
| Financial Services | 21.6 | 21.6 | 20.1 | 20.9 | 20.9 | 20.9 | -0.7 |
| Consumer Durables | 18.0 | 18.0 | 16.2 | 15.4 | 15.4 | 15.4 | -2.7 |
| Capital Markets | 10.4 | 10.4 | 12.9 | 15.0 | 15.0 | 15.0 | +4.6 |
| IT | 12.3 | 12.3 | 12.5 | 11.9 | 11.9 | 11.9 | -0.4 |
| Energy | 0.4 | 0.4 | 2.2 | 6.1 | 6.1 | 6.1 | +5.7 |
| Logistics | 6.4 | 6.4 | 6.2 | 5.8 | 5.8 | 5.8 | -0.6 |
| Automobile | 3.2 | 3.2 | 5.7 | 5.3 | 5.3 | 5.3 | +2.1 |
| Infrastructure | 8.9 | 8.9 | 9.1 | 3.1 | 3.1 | 3.1 | -5.8 |
| Realty | 3.3 | 3.3 | 3.1 | 2.8 | 2.8 | 2.8 | -0.5 |
| Healthcare | 1.7 | 1.7 | 2.1 | 2.5 | 2.5 | 2.5 | +0.8 |
| Banking | 4.1 | 4.1 | 3.2 | 2.4 | 2.4 | 2.4 | -1.6 |
| Defence | 2.6 | 2.6 | 2.8 | 2.3 | 2.3 | 2.3 | -0.3 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYTM | Financial Services | 7.29% | 10 | 3 | 8 | 9 | 2 | 1/2 | +9.1% |
| COFORGE | IT | 6.12% | 5 | 8 | 10 | 2 | 5 | 0/2 | +16.7% |
| KALYANKJIL | Consumer Durables | 5.98% | 6 | 5 | 3 | 6 | 7 | 0/2 | -4.7% |
| KEI | Consumer Durables | 5.82% | 7 | 8 | 7 | 2 | 4 | 0/2 | +9.0% |
| ETERNAL | Logistics | 5.80% | 6 | 2 | 1 | 9 | 2 | 0/2 | +18.5% |
| PERSISTENT | IT | 5.74% | 3 | 10 | 10 | 5 | 4 | 0/2 | -14.3% |
| ABCAPITAL | Financial Services | 5.23% | 10 | 5 | 9 | 4 | 4 | 0/2 | +12.9% |
| GROWW | Capital Markets | 4.29% | 4 | 10 | 1 | 10 | 3 | 0/2 | -0.8% |
| MCX | Capital Markets | 4.22% | 5 | 10 | — | 5 | 2 | 0/2 | +1.1% |
| BSE | Capital Markets | 3.98% | 9 | 10 | 4 | 1 | 2 | 0/2 | +12.7% |
| TIINDIA | Automobile | 3.66% | 7 | 4 | 4 | 2 | 2 | 0/2 | +3.0% |
| DIXON | Consumer Durables | 3.58% | 6 | 7 | 6 | 10 | 4 | 0/2 | +23.0% |
| SHRIRAMFIN | Financial Services | 3.24% | 8 | 9 | 9 | 5 | 6 | 0/2 | -2.9% |
| BHARTIHEXA | Infrastructure | 3.08% | 4 | 8 | 2 | 6 | 5 | 0/2 | -0.1% |
| PRESTIGE | Realty | 2.81% | 9 | 7 | 8 | 4 | 1 | 0/2 | +23.3% |
| LTF | Financial Services | 2.63% | 9 | 6 | 8 | 4 | 5 | 0/2 | +12.0% |
| POLICYBZR | Financial Services | 2.52% | 2 | 7 | 2 | 5 | 4 | 0/2 | +0.9% |
| ICICIAMC | Capital Markets | 2.48% | 4 | 1 | 2 | 8 | 5 | 0/2 | -9.3% |
| MAXHEALTH | Healthcare | 2.46% | 7 | 9 | 5 | 4 | 3 | 0/2 | +12.2% |
| BEL | Defence | 2.26% | 3 | 10 | 9 | 10 | 5 | 0/2 | -11.5% |
| PREMIERENE | Energy | 2.13% | 10 | 9 | 9 | 4 | 3 | 1/2 | +8.4% |
| SUZLON | Energy | 2.01% | 6 | 10 | 5 | 7 | 7 | 0/2 | +15.2% |
| WAAREEENER | Energy | 1.98% | 2 | 10 | 10 | 9 | 9 | 0/2 | -16.0% |
| MOTHERSON | Automobile | 1.63% | 8 | 1 | 8 | 5 | 4 | 0/2 | +13.6% |
| IDFCFIRSTB | Banking | 1.47% | 9 | 3 | 6 | 8 | 5 | 0/2 | +16.7% |
| AUBANK | Banking | 0.96% | 9 | 5 | 8 | 3 | 1 | 0/2 | +3.4% |
Performance · 5.0y
Over the last 5.0 years ₹100 in the fund grew to ₹267 (+167%), vs ₹169 for Nifty 500 (+69%) and ₹152 for Nifty 50 (+52%). Its relative-strength line ended at 175 vs Nifty 50 and 158 vs Nifty 500 — above 100, sustained outperformance.