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 | 58.4 | 58.4 | 55.6 | 57.5 | 57.5 | 57.5 | -0.8 |
| Financial Services | 33.1 | 33.1 | 33.0 | 31.6 | 31.6 | 31.6 | -1.5 |
| Capital Markets | 5.4 | 5.4 | 6.3 | 9.4 | 9.4 | 9.4 | +3.9 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| HDFCBANK | Banking | 12.25% | 6 | 4 | 2 | 8 | 7 | 0/2 | -2.4% |
| ICICIBANK | Banking | 11.04% | 5 | 5 | 4 | 8 | 5 | 0/2 | +1.2% |
| SBIN | Banking | 8.94% | 7 | 5 | 6 | 4 | 8 | 0/2 | -7.5% |
| AXISBANK | Banking | 8.42% | 7 | 3 | 5 | 8 | 6 | 0/2 | -7.2% |
| BSE | Capital Markets | 7.58% | 9 | 10 | 4 | 1 | 2 | 0/2 | +12.7% |
| KOTAKBANK | Banking | 6.76% | 4 | 3 | 2 | 8 | 7 | 0/2 | -2.6% |
| SHRIRAMFIN | Financial Services | 5.34% | 8 | 9 | 9 | 5 | 6 | 0/2 | -2.9% |
| SBILIFE | Financial Services | 4.83% | 3 | — | 2 | 8 | 10 | 0/2 | -8.6% |
| MFSL | Financial Services | 4.54% | 4 | 1 | 6 | 5 | 4 | 0/2 | -8.0% |
| CHOLAFIN | Financial Services | 2.75% | 10 | 9 | 2 | 9 | 3 | 1/2 | +10.0% |
| BAJFINANCE | Financial Services | 2.65% | 9 | 9 | 3 | 10 | 3 | 0/2 | +5.3% |
| CUB | Banking | 2.26% | 10 | 8 | 4 | 6 | 5 | 1/2 | +15.5% |
| KARURVYSYA | Banking | 2.23% | 9 | 4 | 10 | 9 | 4 | 0/2 | +1.7% |
| PFC | Financial Services | 2.04% | 4 | 8 | 2 | 7 | 10 | 0/2 | -10.4% |
| CREDITACC | Financial Services | 2.02% | 9 | 5 | 6 | 5 | 3 | 0/2 | +23.1% |
| FEDERALBNK | Banking | 1.97% | 9 | 3 | 5 | 4 | 5 | 0/2 | +9.1% |
| LTF | Financial Services | 1.94% | 9 | 6 | 8 | 4 | 5 | 0/2 | +12.0% |
| MUTHOOTFIN | Financial Services | 1.90% | 3 | 10 | 6 | 4 | 9 | 0/2 | -17.7% |
| HOMEFIRST | Financial Services | 1.37% | 9 | 10 | 5 | 6 | 7 | 0/2 | +7.2% |
| POLICYBZR | Financial Services | 1.15% | 2 | 7 | 2 | 5 | 4 | 0/2 | +0.9% |
| GROWW | Capital Markets | 1.06% | 4 | 10 | 1 | 10 | 3 | 0/2 | -0.8% |
| JIOFIN | Financial Services | 1.03% | 1 | 8 | 8 | 2 | 6 | 0/2 | -7.3% |
| INDIANB | Banking | 0.92% | 4 | 7 | 5 | 3 | 10 | 0/2 | -19.6% |
| BANKBARODA | Banking | 0.90% | 3 | 3 | 5 | 6 | 10 | 0/2 | -11.9% |
| CANBK | Banking | 0.88% | 4 | 3 | 6 | 7 | 10 | 0/2 | -11.3% |
| MCX | Capital Markets | 0.73% | 5 | 10 | — | 5 | 2 | 0/2 | +1.1% |
Performance · 0.4y
Over the last 0.4 years ₹100 in the fund grew to ₹95 (−5%), vs ₹97 for Nifty 500 (−3%) and ₹92 for Nifty 50 (−8%). Its relative-strength line ended at 103 vs Nifty 50 and 98 vs Nifty 500 — above 100, sustained outperformance.