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 | 56.7 | 56.7 | 56.7 | 55.0 | 55.0 | 55.0 | -1.7 |
| Digital | 10.2 | 10.2 | 10.2 | 12.2 | 12.2 | 12.2 | +2.0 |
| Logistics | 9.4 | 9.4 | 9.6 | 9.8 | 9.8 | 9.8 | +0.3 |
| Infrastructure | 9.9 | 9.9 | 11.4 | 9.3 | 9.3 | 9.3 | -0.6 |
| Financial Services | 3.3 | 3.3 | 2.3 | 2.1 | 2.1 | 2.1 | -1.1 |
| Capital Markets | 2.2 | 2.2 | 1.6 | 2.0 | 2.0 | 2.0 | -0.2 |
| Defence | 0.8 | 0.8 | 0.8 | 1.1 | 1.1 | 1.1 | +0.3 |
| Automobile | · | · | · | 1.1 | 1.1 | 1.1 | 0.0 |
| Unclassified | 1.3 | 1.3 | 0.4 | 0.4 | 0.4 | 0.4 | -0.9 |
| Energy | · | · | 0.9 | · | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|
| INFY | IT | 15.11% | 2 | 8 | 6 | 4 | 9 | 0/2 | -20.2% |
| BHARTIARTL | Infrastructure | 9.30% | 6 | 8 | 10 | 8 | 3 | 0/2 | -0.0% |
| TECHM | IT | 8.21% | 3 | 4 | 7 | 3 | 6 | 0/2 | -4.3% |
| TCS | IT | 7.15% | 2 | 7 | 4 | 8 | 8 | 0/2 | -22.1% |
| ETERNAL | Logistics | 6.31% | 6 | 2 | 1 | 9 | 2 | 0/2 | +18.5% |
| COFORGE | IT | 4.83% | 5 | 8 | 10 | 2 | 5 | 0/2 | +16.7% |
| LTM | IT | 4.62% | 2 | 7 | 10 | 4 | 7 | 0/2 | -17.7% |
| PERSISTENT | IT | 4.23% | 3 | 10 | 10 | 5 | 4 | 0/2 | -14.3% |
| SWIGGY | Logistics | 3.46% | 3 | 3 | 1 | 7 | 10 | 0/2 | -1.1% |
| HCLTECH | IT | 3.40% | 2 | 7 | 4 | 3 | 8 | 0/2 | -24.0% |
| CYIENT | Digital | 2.61% | 1 | 2 | 10 | 9 | 9 | 0/2 | -12.0% |
| FSL | IT | 2.56% | 2 | 5 | 10 | 8 | 6 | 0/2 | +6.9% |
| HEXT | Digital | 1.81% | 4 | 7 | 5 | 1 | 8 | 0/2 | +9.0% |
| LATENTVIEW | Digital | 1.59% | 3 | 10 | 7 | 4 | 6 | 0/2 | -1.6% |
| KPITTECH | Digital | 1.53% | 1 | 5 | 9 | 1 | 9 | 0/2 | -26.8% |
| POLICYBZR | Financial Services | 1.50% | 2 | 7 | 2 | 5 | 4 | 0/2 | +0.9% |
| SONATSOFTW | Digital | 1.33% | 5 | 4 | 4 | 2 | 8 | 0/2 | +8.7% |
| AFFLE | Digital | 1.26% | 3 | 10 | 5 | 9 | 4 | 0/2 | +1.5% |
| URBANCO | Digital | 1.14% | 6 | 2 | 4 | 8 | 4 | 0/2 | -1.5% |
| ANGELONE | Capital Markets | 1.12% | 8 | 3 | 7 | 9 | 4 | 0/2 | +18.1% |
| ATHERENERG | Automobile | 1.11% | 10 | 4 | 5 | 3 | 1 | 0/2 | +37.9% |
| MCX | Capital Markets | 0.91% | 5 | 10 | — | 5 | 2 | 0/2 | +1.1% |
| PWL | Digital | 0.88% | 6 | 2 | 6 | 1 | 1 | 0/2 | +45.4% |
| ECLERX | IT | 0.78% | 3 | 10 | 7 | 4 | 7 | 0/2 | +0.6% |
Performance · 5.0y
Over the last 5.0 years ₹100 in the fund grew to ₹127 (+27%), vs ₹169 for Nifty 500 (+69%) and ₹152 for Nifty 50 (+52%). Its relative-strength line ended at 83 vs Nifty 50 and 75 vs Nifty 500 — below 100, lagging the market.