Stock Momentum Portfolio - Model Portfolio

Mid 150 Stock Momentum Portfolio

A systematic approach to stock trading with momentum strategy

Returns (3m Backtested)
-8%
Stocks
10
Rebalance
Monthly
Min. Amount
₹1,00,000
Risk Level
High

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Monthly

₹ 499 /mo

₹699/mo

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Yearly

₹ 4,999 /1y

₹8,388/1y

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Half-Yearly

₹ 2,699 /6m

₹4,194/6m

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📋 About the Model Portfolio

This model portfolio implements a momentum-based strategy for stock trading. The Stock Momentum Strategy tracks a universe of highly liquid NSE-listed mid-cap stocks across multiple sectors. At the end of every month, the strategy selects the top 10 best-performing stocks based on momentum signals, ensuring the portfolio stays fully allocated to the strongest trends at any given time.

By spanning multiple sectors — technology, financials, auto, pharma, FMCG, and more — the strategy can dynamically rotate into high-performing themes while systematically exiting weaker positions. This keeps the portfolio tactical, responsive, and entirely rules-based.

The strategy focuses on:

  • ▸ Identifying stocks with strong price momentum across multiple timeframes
  • ▸ Monthly rebalancing on the 1st trading day to maintain optimal allocation
  • ▸ Diversification across 8–10 sectors to manage concentration risk
  • ▸ Equal weighting across all selected stocks for disciplined position sizing

💼 Portfolio Details

Launch Date 01-04-2026
Rebalance Frequency Monthly (1st Trading Day)
Last Rebalance --
Next Rebalance 04-05-2026
Benchmark MidCap 150
Number of Stocks 10
Holding Period Recommended for 3+ Years

📊 Performance History

Period Strategy Mid Cap 150
3 Months - -%
1 Year - -
3 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

📄

Portfolio Factsheet

View Details
📊

Historical Backtested Performance

View Details
📈

Strategy Guide

Learn More

❓ Frequently Asked Questions

Who is this portfolio suitable for?
This model portfolio is ideal for investors seeking systematic exposure to equities through a momentum-based approach. This portfolio is suitable for people who cannot spend a lot of time researching stocks, such as office-goers. This strategy requires only about 15 minutes per month, on the rebalance day, to manage the portfolio. It is suitable for those with a moderate to high risk appetite and an investment horizon of at least 3+ years who want a rules-based, data-driven stock selection process.
How often is the portfolio rebalanced?
The portfolio is rebalanced on a monthly basis. On the 1st trading day of each month, all holdings are reviewed and adjusted based on momentum signals and market conditions to maintain optimal allocation across the top-ranked stocks.
When Should You Start Investing?
Once you subscribe to this portfolio, you will receive the current portfolio details by email. For fresh investments, you can invest after subscribing to the portfolio service; however, you may get different prices. Therefore, it is recommended 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 rebalance around 9:30 AM. If you have any questions, feel free to contact us on WhatsApp at 9483090144.
How To Place Orders?
For the first time, you will need to buy multiple stocks, To do this, create a basket order for all the stocks after the market opens. Based on your capital, calculate the quantity according to the allocation percentage. The allocation percentages will be available in the portfolio details PDF sent to your email. Once calculated, place the basket order all at once. During rebalancing, first exit the old stocks and then buy the new ones. If the number of stocks is more, you can place a basket order. Using a basket order is not mandatory, but it will simplify the process.
What are the risks involved?
Like all equity investments, this portfolio carries market risk. Individual stocks can be more volatile than ETFs, and the portfolio may experience larger drawdowns during market corrections. 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 ₹1,00,000 to ensure proper diversification across all 10 stocks. Starting with less may result in incomplete allocation and higher relative transaction costs that could diminish returns.

Start Your Investment Journey Today

Join hundreds of smart investors using systematic momentum strategies

Monthly

₹ 499 /mo

₹699/mo

Save 29% Subscribe Now
⭐ Most Popular

Yearly

₹ 4,999 /1y

₹8,388/3 1y

Save 40% · ₹416/mo Subscribe Now

Half-Yearly,

₹ 2,699 /6m

₹4,194/6m

Save 35% · ₹450/mo Subscribe Now

🔒 Secure payment  |  Instant access after payment