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 |
|---|---|---|---|---|---|---|---|
| IT | 34.3 | 34.3 | 37.2 | 37.2 | 37.2 | 37.2 | +2.9 |
| Infrastructure | 12.2 | 12.2 | 11.8 | 11.8 | 11.8 | 11.8 | -0.4 |
| Automobile | 6.3 | 6.3 | 6.6 | 6.6 | 6.6 | 6.6 | +0.3 |
| Digital | 3.1 | 3.1 | 5.1 | 5.1 | 5.1 | 5.1 | +2.0 |
| Financial Services | 3.8 | 3.8 | 3.5 | 3.5 | 3.5 | 3.5 | -0.3 |
| Logistics | 3.1 | 3.1 | 3.3 | 3.3 | 3.3 | 3.3 | +0.2 |
| Energy | 2.4 | 2.4 | 2.1 | 2.1 | 2.1 | 2.1 | -0.2 |
| Defence | 1.7 | 1.7 | 1.5 | 1.5 | 1.5 | 1.5 | -0.2 |
| Consumer Durables | 1.2 | 1.2 | 1.3 | 1.3 | 1.3 | 1.3 | +0.1 |
| Tourism | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | 0.7 | -0.0 |
| Capital Markets | 0.7 | 0.7 | 0.5 | 0.5 | 0.5 | 0.5 | -0.2 |
| Unclassified | 0.5 | 0.5 | 0.4 | 0.4 | 0.4 | 0.4 | -0.0 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| BHARTIARTL | Infrastructure | 9.70% | 5 | 8 | 10 | 8 | 4 | — | -2.2% |
| INFY | IT | 7.05% | 4 | 8 | 6 | 6 | 8 | — | -10.9% |
| TECHM | IT | 6.09% | 6 | 4 | 7 | 10 | 5 | — | -0.4% |
| ATHERENERG | Automobile | 5.29% | 7 | 3 | 4 | 3 | 1 | — | +55.1% |
| MPHASIS | IT | 4.92% | 5 | 7 | 6 | 10 | 8 | — | -2.9% |
| HCLTECH | IT | 3.93% | 5 | 7 | 6 | 8 | 8 | — | +7.0% |
| PERSISTENT | IT | 3.86% | 7 | 10 | 10 | 4 | 3 | — | +4.9% |
| LTM | IT | 3.40% | 5 | 7 | 10 | 2 | 6 | — | +7.4% |
| ETERNAL | Logistics | 3.31% | 7 | 3 | 1 | 5 | 2 | — | +24.8% |
| COFORGE | IT | 2.66% | 8 | 8 | 10 | 3 | 2 | — | +31.7% |
| POLICYBZR | Financial Services | 2.26% | 8 | 7 | 2 | 1 | 2 | — | +14.1% |
| FSL | IT | 2.21% | 4 | 5 | 9 | 3 | 7 | — | -1.4% |
| TCS | IT | 1.56% | 4 | 7 | 6 | 6 | 7 | — | +1.1% |
| OFSS | IT | 1.50% | 8 | 8 | 2 | 10 | 2 | — | +17.0% |
| JSWENERGY | Energy | 1.50% | 4 | 5 | 7 | 9 | 5 | — | -11.6% |
| DATAPATTNS | Defence | 1.47% | 9 | 10 | 8 | 2 | 4 | — | +6.4% |
| ZENSARTECH | Digital | 1.30% | 2 | 8 | 8 | 7 | 9 | — | -8.8% |
| SONACOMS | Automobile | 1.30% | 8 | 8 | 6 | 2 | 2 | — | +29.5% |
| DIXON | Consumer Durables | 1.30% | 8 | 7 | 6 | 9 | 3 | — | +20.0% |
| HOMEFIRST | Financial Services | 1.28% | 10 | 10 | 6 | 6 | 5 | Leader | +13.4% |
| LT | Infrastructure | 1.16% | 7 | 3 | 9 | 2 | 4 | — | -1.2% |
| SAGILITY | Digital | 1.01% | 6 | 9 | 8 | 7 | 8 | — | +13.4% |
| IKS | Digital | 1.01% | 10 | 10 | 10 | 3 | 2 | Leader | +3.4% |
| BSOFT | Digital | 0.76% | 1 | 5 | 5 | 2 | 8 | — | -17.3% |
| INDUSTOWER | Infrastructure | 0.72% | 1 | 4 | 4 | 1 | 10 | — | -16.1% |
| NETWEB | Digital | 0.70% | 8 | 7 | 8 | 3 | 1 | — | +16.5% |
| TBOTEK | Tourism | 0.66% | 7 | 7 | 7 | 2 | 1 | — | +39.0% |
| ABB | Energy | 0.64% | 8 | 9 | 3 | 4 | 1 | — | +2.4% |
| TEAMLEASE | Capital Markets | 0.46% | 2 | 4 | 8 | 7 | 8 | — | -12.0% |
| KPITTECH | Digital | 0.30% | 1 | 6 | 9 | 2 | 8 | — | -30.0% |
| TMCV | Infrastructure | 0.20% | 7 | 5 | 8 | 5 | 3 | — | +22.2% |
Performance · 2.5y
Over the last 2.5 years ₹100 in the fund grew to ₹125 (+25%), vs ₹113 for Nifty 500 (+13%) and ₹106 for Nifty 50 (+6%). Its relative-strength line ended at 118 vs Nifty 50 and 110 vs Nifty 500 — above 100, sustained outperformance.