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 |
|---|---|---|---|---|---|---|---|
| IT | 36.3 | 36.3 | 36.1 | 32.7 | 32.7 | 32.7 | -3.6 |
| Infrastructure | 13.7 | 13.7 | 13.3 | 11.8 | 11.8 | 11.8 | -1.9 |
| Automobile | 4.6 | 4.6 | 4.9 | 5.4 | 5.4 | 5.4 | +0.7 |
| Financial Services | 3.9 | 3.9 | 3.7 | 3.7 | 3.7 | 3.7 | -0.1 |
| Digital | 4.0 | 4.0 | 3.6 | 3.4 | 3.4 | 3.4 | -0.7 |
| Logistics | 3.2 | 3.2 | 3.1 | 2.9 | 2.9 | 2.9 | -0.3 |
| Energy | 2.2 | 2.2 | 2.2 | 2.4 | 2.4 | 2.4 | +0.2 |
| Defence | 1.3 | 1.3 | 1.3 | 1.5 | 1.5 | 1.5 | +0.2 |
| Consumer Durables | 1.2 | 1.2 | 1.1 | 1.1 | 1.1 | 1.1 | -0.0 |
| Capital Markets | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | +0.0 |
| Tourism | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | -0.1 |
| Unclassified | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | +0.1 |
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 | 9.51% | 6 | 8 | 10 | 8 | 3 | 0/2 | -0.0% |
| INFY | IT | 6.68% | 2 | 8 | 6 | 4 | 9 | 0/2 | -20.2% |
| TECHM | IT | 5.78% | 3 | 4 | 7 | 3 | 6 | 0/2 | -4.3% |
| MPHASIS | IT | 4.30% | 3 | 7 | 6 | 7 | 8 | 0/2 | -6.1% |
| ATHERENERG | Automobile | 4.28% | 10 | 4 | 5 | 3 | 1 | 0/2 | +37.9% |
| HCLTECH | IT | 3.65% | 2 | 7 | 4 | 3 | 8 | 0/2 | -24.0% |
| LTM | IT | 3.34% | 2 | 7 | 10 | 4 | 7 | 0/2 | -17.7% |
| PERSISTENT | IT | 3.09% | 3 | 10 | 10 | 5 | 4 | 0/2 | -14.3% |
| ETERNAL | Logistics | 2.90% | 6 | 2 | 1 | 9 | 2 | 0/2 | +18.5% |
| POLICYBZR | Financial Services | 2.54% | 2 | 7 | 2 | 5 | 4 | 0/2 | +0.9% |
| COFORGE | IT | 2.32% | 5 | 8 | 10 | 2 | 5 | 0/2 | +16.7% |
| JSWENERGY | Energy | 1.70% | 7 | 6 | 8 | 9 | 5 | 0/2 | +5.8% |
| TCS | IT | 1.57% | 2 | 7 | 4 | 8 | 8 | 0/2 | -22.1% |
| DATAPATTNS | Defence | 1.47% | 8 | 10 | 5 | 4 | 2 | 0/2 | +27.7% |
| ZENSARTECH | Digital | 1.34% | 2 | 6 | 7 | 1 | 10 | 0/2 | -22.9% |
| LT | Infrastructure | 1.27% | 7 | 2 | 9 | 5 | 6 | 0/2 | -5.2% |
| HOMEFIRST | Financial Services | 1.21% | 9 | 10 | 5 | 6 | 7 | 0/2 | +7.2% |
| DIXON | Consumer Durables | 1.12% | 6 | 7 | 6 | 10 | 4 | 0/2 | +23.0% |
| SONACOMS | Automobile | 1.08% | 9 | 8 | 6 | 5 | 1 | 0/2 | +17.7% |
| FSL | IT | 1.04% | 2 | 5 | 10 | 8 | 6 | 0/2 | +6.9% |
| OFSS | IT | 0.93% | 9 | 8 | 1 | 9 | 2 | 1/2 | +54.6% |
| INDUSTOWER | Infrastructure | 0.86% | 3 | 4 | 6 | 10 | 10 | 0/2 | -12.4% |
| BSOFT | Digital | 0.85% | 1 | 3 | 4 | 3 | 10 | 0/2 | -28.2% |
| NETWEB | Digital | 0.76% | 7 | 7 | 8 | 1 | 2 | 0/2 | +24.8% |
| ABB | Energy | 0.67% | 9 | 9 | 5 | 6 | 2 | 0/2 | -3.9% |
| TBOTEK | Tourism | 0.56% | 6 | 7 | 8 | 5 | 2 | 0/2 | +23.5% |
| KPITTECH | Digital | 0.41% | 1 | 5 | 9 | 1 | 9 | 0/2 | -26.8% |
| TMCV | Infrastructure | 0.18% | 4 | 5 | 7 | 2 | 4 | 0/2 | -8.8% |
Performance · 2.3y
Over the last 2.3 years ₹100 in the fund grew to ₹118 (+18%), vs ₹112 for Nifty 500 (+12%) and ₹106 for Nifty 50 (+6%). Its relative-strength line ended at 111 vs Nifty 50 and 105 vs Nifty 500 — above 100, sustained outperformance.