ETF Momentum Portfolio - Model Portfolio

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ETF Momentum Portfolio

A systematic approach to ETF trading with momentum strategy

Returns (3m backtest)

22%

ETFs

Rebalance

Monthly

Min. Amount

₹10,000

Risk Level

High

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Get expert ETF picks & monthly rebalance alerts

QUARTERLY

₹ 599 /3mo

₹750/mo

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Yearly

₹ 1,999 /1y

₹3,000/1y

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Half-Yearly

₹ 1,099 /6mo

₹1,500/yr

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📋 About the Model Portfolio

This model portfolio implements a momentum-based strategy for ETF trading. This ETF Momentum Strategy tracks a universe of 26 highly liquid NSE-listed ETFs, including equity, sector, gold, and silver ETFs. At the end of every month, strategy selects best performing ETF based on the momentum strategy. This keeps the portfolio fully allocated to the strongest trend at any given time, allowing it to participate in sustained market momentum while automatically rotating out of weaker assets.

Because the universe includes both equity and commodity ETFs, the strategy can dynamically shift between growth-oriented themes and defensive assets like gold or silver—helping manage risk while staying fully systematic.

The strategy focuses on:

▸ Identifying ETFs with strong momentum indicators
▸ Regular rebalancing to maintain optimal exposure
▸ Risk management through diversification

💼 Portfolio Details

Launch Date	01-04-2026
Rebalance Frequency	Monthly (1st Trading Day)
Last Rebalance	-
Next Rebalance	04-05-2026
Benchmark	Nifty 500, Gold
Holding Period	Recommended for 3+ Years

📊 Performance History

Period	Strategy	Nifty 500
3 Months	-	-
6 Months	-	-
1 Year	-	-
2 Years	-	-
Since Inception	-	-

See Backtested Performance →

⚠️ Disclaimer

The Backtested results are derived from historical market data and specific model assumptions. The actual returns may not accurately reflect the impact of real-world factors such as market liquidity, slippage, transaction costs, or changing market conditions. The performance shown here is only to give an idea and should not be considered as an advertisement, promotion, or investment claim.

Past performance — whether actual or backtested — is not indicative of future results. The strategy may perform differently in live markets, and there is no guarantee that the model will achieve similar returns going forward. Investors should not rely solely on returns when making investment decisions and should consider their own financial situation, risk tolerance, and investment objectives before investing.

The performance data presented herein are not verified by Past Risk and Return Verification Agency (PaRRVA) or any other agency recognized by SEBI for this purpose.

📚 Resources

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Portfolio Factsheet

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📊

Historical Backtested Performance

View Details

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Strategy Guide

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❓ Frequently Asked Questions

Who is this portfolio suitable for?

This model portfolio is ideal for investors seeking systematic exposure to ETFs through a momentum-based approach. It is suitable for those with a moderate to high risk appetite and an investment horizon of at least 3+ years.

How often is the portfolio rebalanced?

The portfolio is rebalanced on a monthly basis. 1st trading day of each month, the holdings are reviewed and adjusted based on momentum signals and market conditions to maintain optimal allocation.

When Should You Start Investing?

Once you subscribe to this portfolio, you will receive the current portfolio details by email. For Fresh investment, you can invest once you subscribe to portfolio service but you may get differant prices so it recomended to invest on the rebalancing day to match the portfolio performance. You will receive an email on or before the rebalancing day with complete portfolio details, including the updated fund allocation.It is recommended to reblance around 9.30 Am. If you have any questions, feel free to WhatsApp us at 9483090144.

What are the risks involved?

Like all equity investments, this portfolio carries market risk. Past performance does not guarantee future results. The portfolio value can go down as well as up.

What is the minimum investment amount?

The minimum investment amount for this model portfolio is ₹10,000. You can start with ₹1000 but it may not be a good idea because the cost may be higher than the potential returns.

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