Aditya Umesh Hujband

Modelfolios 3

Curated basket of stocks with disclosed weights and a rebalance schedule. You replicate it in your broker.

• ◇ MODELFOLIO

  Aditya Umesh Hujband

  SEBI Reg. No. IHN000011185

  Dynamic Multi-Asset Portfolio

  Factsheet of Dynamic Multi-Asset PortfolioType of Model Portfolio: Multi-Asset PortfolioLaunch Date: 22nd April 2026Risk Level: HighMethodology: This portfolio follows a balanced and diversified investment strategy designed to optimize risk-adjusted returns. The methodology is based on the following key principles:1. Diversification Across Market CapitalisationLarge-Cap and Mid-Cap Allocation (Up to 60%): Stability and steady growth from well-established companies.Small-Cap Allocation (Up to 20%): Exposure to emerging companies with long-term growth opportunities with limited risk.2. Exposure to Alternative Assets for Risk HedgingGold ETF & Silver ETF (Up to 30%): May act as a hedge against market volatility and inflation.Debt ETF (Up to 20%): Provides stability and liquidity to the portfolio.3. Tactical Allocation Based on Market ConditionsThe portfolio weightage is flexible and subject to periodic review based on macroeconomic conditions, valuation metrics, and emerging opportunities.When Equities or Gold are overvalued, a portion may be shifted to Debt for stability. When Equities or Gold are undervalued, more allocation can be directed towards Equity or Gold.Adjustments are made within the framework to enhance returns and mitigate risks.This methodology ensures a structured yet dynamic approach to portfolio management, aligning with changing market conditions while maintaining a balance between growth, stability, and risk mitigation.Investment Horizon: up to 6 MonthsFrequency of portfolio review and update: The model portfolio does not follow a fixed review schedule. Instead, it is assessed dynamically based on prevailing market conditions, macroeconomic developments, and emerging investment opportunities.Portfolio rebalancing, if required, is conducted within the overall framework of the model portfolio to optimize risk-adjusted returns. Any changes, along with the underlying rationale, will be communicated to clients in a timely and transparent manner.Risk Disclosures for the Model Portfolio:The model portfolio carries inherent market risks that investors should be aware of. The key risks associated with this portfolio are as follows:1. Market Risk: The portfolio is exposed to fluctuations in equity markets, which may lead to volatility in returns.2. Interest Rate Risk: The Debt ETF allocation is subject to interest rate movements. Any changes in interest rates may negatively impact bond prices, affecting portfolio stability.3. Gold Price & Silver Price Volatility: The Gold ETF & Silver ETF allocation, while acting as a hedge, is subject to international price fluctuations and currency exchange rates. A sharp decline in prices may impact portfolio performance.4. Liquidity Risk: Some ETFs may have lower liquidity, leading to challenges in executing trades at desired prices, especially in volatile market conditions.5. Rebalancing & Tactical Risk: The portfolio does not follow a fixed review schedule and adjustments are made based on market conditions. Delays in rebalancing or changes in asset allocation may impact expected risk-return dynamics.6. Inflation & Economic Risks: Macro-economic factors such as inflation, GDP growth, and geopolitical events can impact overall market performance and, in turn, portfolio returns.Risk Management ApproachDiversification across asset classes, sectors, and market caps helps reduce concentration risk.The presence of Debt ETFs may provide downside protection.Investors should align their risk tolerance with the portfolio's risk profile before investing.Benchmarking of the Model Portfolio:The Nifty 500 Index has been chosen as the benchmark for this model portfolio, as it represents the broader Indian equity market, covering large-cap, mid-cap, and small-cap stocks. Given the portfolio’s diversified nature, Nifty 500 provides an appropriate reference for performance evaluation. Since Nifty 500 encompasses companies across different growth cycles, it serves as an effective reference point for assessing the relative performance of the model portfolio.The portfolio’s returns will be compared against the Nifty 500 Total Return Index (TRI), which includes dividends for a more accurate performance assessment. Any significant deviations from the benchmark will be analysed, and rebalancing decisions, if necessary, will be communicated accordingly.Model Portfolio – Key NotesPricing Methodology: For calculation purposes, closing price will be considered as the entry or exit price for any security. This approach ensures consistency and fairness in tracking portfolio performance.Performance Calculation: Portfolio performance will be measured from its launch date, assuming the initial NAV (Net Asset Value) as 100. Returns will be calculated based on the portfolio’s movements over different timeframes.Cash Flows & Rebalancing Adjustments: Any cash inflows or outflows arising from rebalancing, dividends received, or corporate actions will be accounted for in the cash balance. The next portfolio update will include a detailed annexure reflecting these changes along with proper workings.Dividend & Corporate Actions Treatment: Any dividends received will be considered in cash balance, and their impact will be reflected in the next update. Corporate actions like stock splits, bonus issues, or rights issues will be adjusted in the portfolio allocation accordingly.Rationale for the Model Portfolio:This model portfolio is structured to optimize risk-adjusted returns by diversifying across multiple asset classes - equities, gold, silver and debt. The primary objective is to achieve long-term capital appreciation while maintaining stability during market fluctuations. Each asset class serves a specific role in enhancing returns and mitigating risks, ensuring a well-rounded investment strategy.1. Equity Allocation – Growth & Wealth CreationEquity investments form the core of this portfolio, with exposure to large-cap, mid-cap, and small-cap stocks. This allocation provides a balance between stability and high-growth potential.Nifty Bees ETF – Large Cap StabilityTracks the Nifty 50 Index, offering exposure to India’s top 50 companies. Provides steady and relatively lower-risk returns due to established businesses with strong fundamentals. Suitable for long-term capital appreciation with lower volatility.Junior Bees ETF – Emerging Large Cap / Next 50 GrowthTracks the Nifty Next 50 Index, which includes companies just below the top 50 and potential future leaders of the market. These businesses are typically in a high-growth phase and may eventually move into the Nifty 50, offering strong upside potential. Compared to large caps, they carry slightly higher volatility but can deliver superior returns over the long term. Ideal for investors looking to capture early growth in tomorrow’s blue-chip companies while maintaining diversification.Nippon Nifty Midcap 150 ETF – Growth-Oriented MidcapsInvests in mid-cap companies, which offer higher growth potential compared to large caps. Midcaps tend to outperform in a growing economy but come with moderate volatility. Ensures diversification within the equity segment by capturing mid-cap opportunities.HDFC SML 250 ETF – High Growth Potential in Small CapsFocuses on small-cap stocks, which have the highest potential for rapid growth. Suitable for investors with a higher risk appetite, as small caps are more volatile. Complements the portfolio by adding exposure to emerging businesses.Gold Bees ETF – Stability in Uncertain Markets:Provides exposure to gold, which historically performs well during financial crises. Helps reduce portfolio volatility by acting as a defensive asset. Suitable for long-term wealth preservation and diversification.Silver Bees ETF – Industrial + Precious Metal Opportunity: Provides exposure to silver, a unique asset that combines precious metal stability with strong industrial demand (electronics, solar, EVs). Tends to perform well during economic expansion due to rising industrial usage, while also acting as a partial hedge in uncertain times. Compared to gold, silver is more volatile but offers higher upside potential.Liquid Bees – Safe & Liquid Asset Invests in money market instruments, offering safety and liquidity. Helps in capital preservation while earning a minimal return. Acts as a cash-equivalent holding for rebalancing or emergency liquidity.Disclaimers: 1. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.2. We do not give any assurance or guarantee of profit or protection from loss in any form. We only provide research recommendations. We do not provide any service based on profit sharing, fixed returns, or similar services.3. The research analyst or research entity or his associate or his relative does not have financial interest in the subject companies.4. The research analyst or its associates or relatives does not have actual/beneficial ownership of one percent or more securities of the subject companies, at the end of the month immediately preceding the date of publication of the research report/ document or date of the public appearance.5. The research analyst or his associate or his relative does not have any other material conflict of interest at the time of publication of the research document/ Model Portfolio or at the time of public appearance.6. The research analyst or its associates does not have received any compensation from the subject companies in the past twelve months. The research analyst or its associates does not have managed or co-managed a public offering of securities for the subject company in the past twelve months.7. The research analyst or its associates does not have received any compensation for investment banking or merchant banking or brokerage services from the subject company in the past twelve months.8. The research analyst or its associates does not have received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company in the past twelve months. The research analyst or its associates have not received any compensation or other benefits from the subject company or third party in connection with the research document.9. The research analyst has not been engaged in market-making activity for the subject company. The research analyst has not served as an officer, director or employee of the subject company.10. The research analyst did not receive any compensation or other benefits from the companies mentioned in the documents or third parties in connection with the preparation of the research documents. Accordingly, the research Analyst does not have any material conflict of interest at the time of publication of the research documents.Important Notes:a) These Research Services are provided by Aditya Hujband (Research Analyst License No. INH000011185).b) We do not give any assurance or guarantee of profit or protection from loss in any form.c) The securities quoted, if any, are for illustration only and are not recommended. The returns displayed are for informational purposes only and should not be considered advertisements or promotions influencing your subscription decisions.d) Past performance does not ensure future performance. Notwithstanding all efforts to conduct the best research, clients should understand that investing in securities involves the risk of loss of both income and principal. Please ensure that you fully understand the risks involved in the investment.e) There is a possibility of communication failures via electronic means, such as technical issues with the website or platform, E-mail/WhatsApp messages, which may be beyond our control.

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• ◇ MODELFOLIO

  Aditya Umesh Hujband

  SEBI Reg. No. IHN000011185

  ETF Strategic Sectorial Portfolio

  ETF Strategic Sectorial PortfolioType of Model Portfolio: Multi-Asset PortfolioLaunch Date: 13th May 2026Risk Level: HighMethodology: This portfolio follows a diversified multi-asset investment strategy aimed at achieving balanced growth, sectoral diversification, and risk management through exposure to equities, commodities, and liquid assets. The methodology is based on the following key principles:1. Diversification Across Market CapitalizationLarge-Cap & Broad Market ETFs: Exposure to established companies through NIFTYBEES and JUNIORBEES for long-term stability and consistent market-linked returns.Mid-Cap & Small-Cap ETFs : Allocation to MID150BEES and HDFCSML250 to capture higher growth potential from emerging and expanding businesses.2. Sector ETFs: Exposure to high-potential sectors including:Banking & PSU Banking (BANKBEES & PSUBNKIETF)Information Technology (ITBEES)Pharma (PHARMABEES)Auto Sector (AUTOBEES)3. Exposure to Alternative Assets for Risk HedgingGold ETF & Silver ETF: Allocation to GOLDBEES and SILVERBEES may act as a hedge against inflation, currency depreciation, and market volatility.4. Liquidity & Stability AllocationLiquid ETF / Debt Allocation: Investment in LIQUIDBEES provides portfolio stability, liquidity management, and lower volatility during uncertain market conditions.5. Balanced Asset Allocation ApproachThe portfolio is structured to maintain a balance between:Growth-oriented equity exposure with Sectoral opportunitiesDefensive commodity allocationStable liquid investments This approach aims to generate sustainable long-term wealth creation while managing overall portfolio risk through diversification across asset classes and sectors.6. Tactical Allocation Based on Market ConditionsThe portfolio follows a flexible allocation strategy where exposure across Equity ETFs, Sector ETFs, Commodity ETFs, and Liquid ETFs may be periodically reviewed based on market conditions, valuations, economic outlook, and sector-specific opportunities.During periods of elevated market valuations or heightened volatility, allocation may be gradually shifted towards LIQUIDBEES, GOLDBEES, or SILVERBEES to enhance portfolio stability and reduce downside risk.During market corrections or attractive valuation phases, higher allocation may be directed towards broad market ETFs such as NIFTYBEES, JUNIORBEES, MID150BEES, and HDFCSML250 to capitalize on long-term growth opportunities.Sector allocations including Banking, PSU Banking, IT, Pharma, and Auto may be tactically increased or reduced depending on economic cycles, earnings visibility, government policies, and sector momentum.Gold and Silver allocations may also be actively managed based on inflation trends, currency movement, global uncertainty, and interest rate outlook.All portfolio adjustments are made within a disciplined asset allocation framework with the objective of balancing growth potential, liquidity, diversification, and risk management.This methodology ensures a structured yet dynamic investment approach that adapts to changing market environments while maintaining focus on long-term wealth creation and portfolio stability.Investment Horizon: up to 6 MonthsFrequency of portfolio review and update: The model portfolio does not follow a fixed review schedule. Instead, it is assessed dynamically based on prevailing market conditions, macroeconomic developments, and emerging investment opportunities. Portfolio rebalancing, if required, is conducted within the overall framework of the model portfolio to optimize risk-adjusted returns. Any changes, along with the underlying rationale, will be communicated to clients in a timely and transparent manner.Risk Disclosures for the Model Portfolio:The model portfolio carries inherent market risks that investors should be aware of. The key risks associated with this portfolio are as follows:1. Market Risk: The portfolio is exposed to fluctuations in equity markets, which may lead to volatility in returns.2. Interest Rate Risk: The Debt ETF allocation is subject to interest rate movements. Any changes in interest rates may negatively impact bond prices, affecting portfolio stability.3. Gold Price & Silver Price Volatility: The Gold ETF & Silver ETF allocation, while acting as a hedge, is subject to international price fluctuations and currency exchange rates. A sharp decline in prices may impact portfolio performance.4. Liquidity Risk: Some ETFs may have lower liquidity, leading to challenges in executing trades at desired prices, especially in volatile market conditions.5. Rebalancing & Tactical Risk: The portfolio does not follow a fixed review schedule and adjustments are made based on market conditions. Delays in rebalancing or changes in asset allocation may impact expected risk-return dynamics.6. Inflation & Economic Risks: Macro-economic factors such as inflation, GDP growth, and geopolitical events can impact overall market performance and, in turn, portfolio returns.Risk Management ApproachDiversification across asset classes, sectors, and market caps helps reduce concentration risk.The presence of Debt ETFs may provide downside protection.Investors should align their risk tolerance with the portfolio's risk profile before investing.Benchmarking of the Model Portfolio:The Nifty 500 Index has been chosen as the benchmark for this model portfolio, as it represents the broader Indian equity market, covering large-cap, midcap, and small-cap stocks. Given the portfolio’s diversified nature, Nifty 500 provides an appropriate reference for performance evaluation. Since Nifty 500 encompasses companies across different growth cycles, it serves as an effective reference point for assessing the relative performance of the model portfolio. The portfolio’s returns will be compared against the Nifty 500 Total Return Index (TRI), which includes dividends for a more accurate performance assessment.Any significant deviations from the benchmark will be analysed, and rebalancing decisions, if necessary, will be communicated accordingly.Model Portfolio – Key NotesPricing Methodology: For calculation purposes, closing price will be considered as the entry or exit price for any security. This approach ensures consistency and fairness in tracking portfolio performance.Performance Calculation: Portfolio performance will be measured from its launch date, assuming the initial NAV (Net Asset Value) as 100. Returns will be calculated based on the portfolio’s movements over different timeframes.Cash Flows & Rebalancing Adjustments: Any cash inflows or outflows arising from rebalancing, dividends received, or corporate actions will be accounted for in the cash balance. The next portfolio update will include a detailed annexure reflecting these changes along with proper workings.Dividend & Corporate Actions Treatment: Any dividends received will be considered in cash balance, and their impact will be reflected in the next update. Corporate actions like stock splits, bonus issues, or rights issues will be adjusted in the portfolio allocation accordingly.Rationale for the Model Portfolio:This ETF Strategic Sectorial Portfolio is designed to achieve balanced long-term wealth creation through diversification across broad market indices, sector-specific opportunities, precious metals, and liquid assets. The portfolio aims to optimize risk-adjusted returns by combining growth-oriented equity exposure with defensive and stabilizing asset classes.The allocation strategy focuses on capturing India’s long-term economic growth through diversified equity participation while maintaining portfolio stability through Gold, Silver, and Debt exposure.1. Broad Market Equity Allocation – Core Growth EngineBroad market ETFs form the foundation of the portfolio, providing diversified exposure across market capitalizations for sustainable long-term capital appreciation.a) NIFTYBEES – Large Cap StabilityTracks the Nifty 50 Index and provides exposure to India’s leading large-cap companies across major sectors. These companies generally possess strong balance sheets, stable earnings, and market leadership positions. This allocation acts as the portfolio’s stability anchor with relatively lower volatility.b) JUNIORBEES – Next Generation Market LeadersTracks the Nifty Next 50 Index, consisting of emerging large-cap companies that have the potential to become future Nifty 50 constituents. These businesses are generally in a high-growth phase and may offer superior long-term growth compared to traditional large caps while maintaining diversification.c) MID150BEES – Mid Cap Growth PotentialProvides exposure to mid-cap companies with scalable business models and strong expansion potential. Mid-cap companies often outperform during economic growth cycles and help enhance portfolio return potential while maintaining moderate diversification.d) HDFCSML250 – Small Cap High Growth ExposureFocuses on small-cap businesses that possess significant long-term growth opportunities. Although relatively more volatile, small caps can generate substantial wealth creation over extended investment horizons. This allocation enhances the portfolio’s growth potential.2. Sectoral Allocation – Tactical Growth OpportunitiesSector ETFs are included to capture opportunities in sectors expected to benefit from economic expansion, government policies, technological advancement, and consumption growth.a) BANKBEES – Banking Sector ExposureProvides exposure to India’s leading banking institutions, which play a critical role in economic growth, credit expansion, and financial inclusion. Banking sector performance is generally linked with economic recovery and rising credit demand.b) PSUBNKIETF – PSU Banking OpportunityFocuses on Public Sector Banks that may benefit from improving asset quality, government reforms, credit growth, and attractive valuations. PSU banks can outperform during strong economic and infrastructure cycles.c) ITBEES – Information Technology SectorOffers exposure to India’s globally competitive IT companies benefiting from digital transformation, cloud adoption, artificial intelligence, and global outsourcing demand. The IT sector also provides export-oriented diversification to the portfolio.d) PHARMABEES – Defensive Healthcare AllocationProvides exposure to pharmaceutical and healthcare companies. The pharma sector generally performs relatively better during uncertain market conditions due to consistent healthcare demand, thereby adding defensive stability to the portfolio.c) AUTOBEES – Consumption & Manufacturing GrowthTracks the automobile sector, which benefits from rising consumer demand, infrastructure development, electric vehicle adoption, and economic expansion. The allocation provides exposure to India’s manufacturing and consumption growth story.3. Commodity Allocation – Hedge Against Uncertainty & InflationCommodity ETFs are included to reduce overall portfolio volatility and provide diversification benefits during uncertain economic conditions.a) GOLDBEES – Portfolio Stability & Inflation HedgeProvides exposure to gold, which historically acts as a safe-haven asset during geopolitical uncertainty, inflationary periods, and market volatility. Gold helps improve portfolio stability and long-term wealth preservation.b) SILVERBEES – Industrial & Precious Metal ExposureOffers exposure to silver, which combines characteristics of both a precious metal and an industrial commodity. Silver may benefit from increasing industrial demand driven by electronics, renewable energy, and electric vehicle industries while also acting as a diversification asset.4. Debt & Liquidity Allocation – Stability and Flexibilitya) LIQUIDBEES – Capital Protection & LiquidityInvests in low-risk money market and debt instruments that provide liquidity, stability, and lower volatility. This allocation helps manage portfolio risk, provides flexibility for rebalancing during market corrections, and acts as a buffer during uncertain market phases. Disclaimers: 1. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.2. We do not give any assurance or guarantee of profit or protection from loss in any form. We only provide research recommendations. We do not provide any service based on profit sharing, fixed returns, or similar services.3. The research analyst or research entity or his associate or his relative does not have financial interest in the subject companies.4. The research analyst or its associates or relatives does not have actual/beneficial ownership of one percent or more securities of the subject companies, at the end of the month immediately preceding the date of publication of the research report/ document or date of the public appearance.5. The research analyst or his associate or his relative does not have any other material conflict of interest at the time of publication of the research document/ Model Portfolio or at the time of public appearance.6. The research analyst or its associates does not have received any compensation from the subject companies in the past twelve months. The research analyst or its associates does not have managed or co-managed a public offering of securities for the subject company in the past twelve months.7. The research analyst or its associates does not have received any compensation for investment banking or merchant banking or brokerage services from the subject company in the past twelve months.8. The research analyst or its associates does not have received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company in the past twelve months. The research analyst or its associates have not received any compensation or other benefits from the subject company or third party in connection with the research document.9. The research analyst has not been engaged in market-making activity for the subject company. The research analyst has not served as an officer, director or employee of the subject company.10. The research analyst did not receive any compensation or other benefits from the companies mentioned in the documents or third parties in connection with the preparation of the research documents. Accordingly, the research Analyst does not have any material conflict of interest at the time of publication of the research documents.Important Notes:a) These Research Services are provided by Aditya Hujband (Research Analyst License No. INH000011185).b) We do not give any assurance or guarantee of profit or protection from loss in any form.c) The securities quoted, if any, are for illustration only and are not recommended. The returns displayed are for informational purposes only and should not be considered advertisements or promotions influencing your subscription decisions.d) Past performance does not ensure future performance. Notwithstanding all efforts to conduct the best research, clients should understand that investing in securities involves the risk of loss of both income and principal. Please ensure that you fully understand the risks involved in the investment.e) There is a possibility of communication failures via electronic means, such as technical issues with the website or platform, E-mail/WhatsApp messages, which may be beyond our control.

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• ◇ MODELFOLIO

  Aditya Umesh Hujband

  SEBI Reg. No. IHN000011185

  Momentum Model Portfolio

  Factsheet of Multicap Momentum Model PortfolioType of Model Portfolio: Multicap PortfolioLaunch Date: 6th Jun 2025Rebalancing Date: 1st April 2026Risk Level: HighMethodology: This model portfolio follows a momentum-based strategy aimed at capitalising on prevailing market trends to generate superior risk-adjusted returns.A) Entry Criteria: From the universe of Nifty 500 stocks, the top stocks with the highest weighted average returns—calculated over a period ranging from 2 months to 1 year (tentatively)—are initially shortlisted. From this pool, few stocks are then selected through a detailed evaluation that includes price action analysis, key technical indicators, etc. This process blends momentum investing with both qualitative and quantitative filters to ensure a more robust and well-rounded stock selection.B) Exit Criteria:Stocks will be exited from the portfolio based on the following parameters:1. Loss of Momentum: Stocks that no longer qualify among the top momentum performers, based on updated rankings, will be considered for removal.2. Exclusion from Nifty 500 Segment: Stocks that lose their eligibility for trading in the Nifty 500 segment will be removed from the portfolio to maintain liquidity standards and align with the portfolio's predefined criteria.C) Rebalancing Frequency: The portfolio is reviewed and rebalanced on a monthly basis, typically around the 1st week of each month. Any changes made will be communicated promptly and transparently, along with the rationale behind them. In the event of significant shifts in market sentiment, interim rebalancing may be undertaken to safeguard the model portfolio against undue volatility.D) Asset Allocation StrategyEquity Allocation (Up to 95%): Primarily invested in equity stocks based on the aforementioned momentum and selection criteria.Debt Allocation (Up to 20%): Diversified through Debt ETFs to enhance stability and manage downside risk.This methodology ensures a structured yet dynamic approach to portfolio management, aligning with changing market conditions while maintaining a balance between growth, stability, and risk mitigation.Investment Horizon: The investment duration is flexible and governed by the entry and exit criteria, with no fixed holding period.Frequency of portfolio review and update:The model portfolio adheres to a fixed monthly review cycle. All portfolio updates and revisions are shared with clients, ensuring clarity, consistency, and transparency.Risk Disclosures for the Model Portfolio:Investors should note that this model portfolio involves market-related risks. Key risks include:1. Market Risk: Exposure to equity markets means returns may fluctuate due to broader market volatility. While large-cap stocks offer relative stability, mid- and small-cap segments can be more volatile.2. Sector Risk: Sector concentration may adversely affect performance if particular sectors underperform. Diversification helps mitigate this risk but does not eliminate it.3. Interest Rate Risk: The debt component is exposed to interest rate movements. Rising rates can lead to price depreciation in bond ETFs, affecting the portfolio's defensive component.4. Liquidity Risk: Some portfolio stocks may have low trading volumes, impacting execution at desired prices—particularly during volatile periods.5. Rebalancing & Tactical Risk: As rebalancing follows a monthly cycle, any delays or missed adjustments could temporarily skew the portfolio's risk-return profile.6. Inflation & Economic Risks: Broader macroeconomic trends—such as inflation, GDP variations, or geopolitical tensions—may impact overall market sentiment and returns.Risk Management Approach:A disciplined and multi-layered risk management framework is integrated into the portfolio construction and monitoring process:1. Diversification: Exposure is spread across multiple sectors, asset classes, and market capitalizations to minimize concentration risk and improve overall risk-adjusted returns.2. Asset Allocation Discipline: Allocation of up to 95% in equities ensures growth potential, while up to 20% in Debt ETFs acts as a stabilizer during volatile market phases, reducing portfolio drawdowns.3. Dynamic Rebalancing: The portfolio is reviewed monthly, allowing timely exits from underperforming or deteriorating stocks, and reallocation into stronger momentum picks. This ensures responsiveness to changing market trends.Risk Management Approach:A disciplined and multi-layered risk management framework is integrated into the portfolio construction and monitoring process:1. Diversification: Exposure is spread across multiple sectors, asset classes, and market capitalisations to minimise concentration risk and improve overall risk-adjusted returns.2. Asset Allocation Discipline: Allocation of up to 95% in equities ensures growth potential, while up to 20% in Debt ETFs acts as a stabiliser during volatile market phases, reducing portfolio drawdowns.3. Dynamic Rebalancing: The portfolio is reviewed monthly, allowing timely exits from underperforming or deteriorating stocks, and reallocation into stronger momentum picks. This ensures responsiveness to changing market trends.Benchmarking of the Model Portfolio:The Nifty 500 Index has been chosen as the benchmark for this model portfolio, as it represents the broader Indian equity market, covering large-cap, mid-cap, and small-cap stocks. Given the portfolio’s diversified nature, Nifty 500 provides an appropriate reference for performance evaluation. Since Nifty 500 encompasses companies across different growth cycles, it serves as an effective reference point for assessing the relative performance of the model portfolio. Any significant deviations from the benchmark will be analysed, and rebalancing decisions, if necessary, will be communicated accordingly.Rationale for the Model Portfolio: The objective of this model portfolio is to capture alpha through a momentum-driven strategy, while maintaining a balance between growth potential and risk management. The portfolio is designed for investors seeking actively managed equity exposure with a disciplined, rule-based framework.This strategy focuses on identifying high-performing stocks based on recent price momentum, supported by technical analysis, fundamental strength, and market trends. By re-evaluating and rebalancing the portfolio monthly, it remains adaptive to changing market conditions and avoids prolonged exposure to underperforming stocks.Portfolio Composition:1. Equity Component – Up to 95%The equity portion forms the core of the portfolio and is constructed using the following methodology:Stock Universe: Nifty 500 StocksSelection Basis:- Top stocks based on 1-year weighted average price performance- Final selection of 15 to 20 stocks after evaluating: Price action trends & Technical indicators etc.Weight Allocation: Equal or tactical, depending on conviction and risk assessmentExit Rules:Loss of momentumStocks that lose their eligibility for trading in the Nifty 500 segmentThis equity allocation aims to maximize capital appreciation by staying aligned with the strongest performers in the market.2. Debt Component – Up to 20%To reduce portfolio volatility and enhance capital preservation, up to 20% of the portfolio is allocated to Debt ETFs, which offer:Lower correlation with equitiesStability during market correctionsLiquidity and cost efficiencyThis hybrid allocation ensures the portfolio is not overly exposed to equity market swings, providing a more balanced risk-return profile.Disclaimers: 1. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, Enlistment with RAASB/BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.2. We do not give any assurance or guarantee of profit or protection from loss in any form. We only provide research recommendations and Model Portfolios. We do not provide any service based on profit sharing, fixed returns, or similar services.3. The research analyst or research entity or his associate or his relative does not have financial interest in the subject companies.4. The research analyst or its associates or relatives does not have actual/beneficial ownership of one percent or more securities of the subject companies, at the end of the month immediately preceding the date of publication of the research report/ document or date of the public appearance.5. The research analyst or his associate or his relative does not have any other material conflict of interest at the time of publication of the research document/ Model Portfolio or at the time of public appearance.6. The research analyst or its associates does not have received any compensation from the subject companies in the past twelve months. The research analyst or its associates does not have managed or co-managed a public offering of securities for the subject company in the past twelve months.7. The research analyst or its associates does not have received any compensation for investment banking or merchant banking or brokerage services from the subject companies in the past twelve months.8. The research analyst or its associates does not have received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company in the past twelve months. The research analyst or its associates have not received any compensation or other benefits from the subject companies or third party in connection with the research document.9. The research analyst has not been engaged in market-making activity for the subject companies. The research analyst has not served as an officer, director or employee of the subject companies.10. The research analyst did not receive any compensation or other benefits from the companies mentioned in the documents or third parties in connection with the preparation of the research documents. Accordingly, the research Analyst does not have any material conflict of interest at the time of publication of the research documents.Important Notes:a) These Research Services are provided by Aditya Hujband (Research Analyst License No. INH000011185).b) We do not give any assurance or guarantee of profit or protection from loss in any form.c) The securities quoted, if any, are for illustration only and are not recommended. The returns displayed are for informational purposes only and should not be considered advertisements or promotions influencing your subscription decisions.d) Past performance does not ensure future performance. Notwithstanding all the efforts to do the best research, clients should understand that investing in equities involves a risk of loss of both income and principal. Please ensure that you understand fully the risks involved in investment in equities.e) There is a possibility of communication failures via electronic means, such as technical issues with the website or platform, E-mail/WhatsApp messages, which may be beyond our control.

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