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 |
|---|---|---|---|---|---|---|---|
| Pharma | 52.1 | 52.1 | 48.5 | 30.9 | 30.9 | 30.9 | -21.3 |
| Healthcare | 17.7 | 17.7 | 18.4 | 16.6 | 16.6 | 16.6 | -1.1 |
| Infrastructure | · | · | · | 9.6 | 9.6 | 9.6 | 0.0 |
| FMCG | 7.0 | 7.0 | 8.4 | 8.7 | 8.7 | 8.7 | +1.7 |
| Unclassified | 6.8 | 6.8 | 6.7 | 5.6 | 5.6 | 5.6 | -1.2 |
| Financial Services | 10.2 | 10.2 | 8.8 | 3.7 | 3.7 | 3.7 | -6.5 |
| Metal | · | · | 0.6 | · | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|
| HFCL | Infrastructure | 9.55% | 10 | 6 | 10 | 10 | 1 | 1/2 | +151.1% |
| ZYDUSWELL | FMCG | 8.74% | 7 | 2 | 3 | 8 | 2 | 0/2 | +13.4% |
| ASTERDM | Healthcare | 8.73% | 10 | 4 | 8 | 3 | 1 | 1/2 | +15.1% |
| ANTHEM | Pharma | 8.66% | 7 | 10 | 3 | 5 | 2 | 0/2 | -2.3% |
| PFIZER | Healthcare | 5.92% | 3 | 7 | 1 | 2 | 7 | 0/2 | -9.0% |
| AUROPHARMA | Pharma | 4.95% | 9 | 3 | 10 | 6 | 6 | 0/2 | +14.4% |
| HDFCLIFE | Financial Services | 3.73% | 1 | 1 | 1 | 2 | 4 | 0/2 | -11.9% |
| GLAXO | Healthcare | 1.93% | 6 | 7 | 2 | 6 | 7 | 0/2 | +1.2% |
Performance · 3.0y
Over the last 3.0 years ₹100 in the fund grew to ₹172 (+72%), vs ₹136 for Nifty 500 (+36%) and ₹121 for Nifty 50 (+21%). Its relative-strength line ended at 142 vs Nifty 50 and 127 vs Nifty 500 — above 100, sustained outperformance.