NIFTY EDGE : Institutional Market Outlook

Manjushri Sharma

• Intraday Nifty Traders • Option Buyers & Sellers • Futures Traders • Professional Traders • Working Professionals who trade part-time Recommended Trading Capital • ₹2 Lakhs & Above

Option Brains Professional Research Plan

Option Brains Capital PVT Ltd

Option Brains Professional Research Plan offers an all-inclusive research and execution support framework for serious traders and investors. It combines deep market research, advanced analytical tools, automation assistance, and professional execution support—helping you make informed decisions, manage risk effectively, and navigate markets with greater precision and confidence.With real-time data, powerful research tools, and seamless algo trading access, this plan is ideal for active traders looking for precision, speed, and consistency in their trading decisions.Pricing & ValidityPlan Price: ₹1,440 per monthGST (18%): ₹259Total Amount Payable: ₹1,699Validity: 30 days from the date of activationPlan BenefitsCommunity Access: Engage with a growing community of traders to exchange strategies, insights, and market views.Complete Research Tool Access: Unlock all standard and premium research tools for in-depth market analysis.Algo Trading Platform Access: Create, deploy, and manage algorithmic trading strategies with ease.Automation & Integration Support: Get assistance with trade automation and third-party platform integrations.Real-Time Market Data & Insights: Access live market data, analytics, and actionable insights.Options & Investment Research: Make informed decisions with detailed options analysis and investment research.Smart Money Tools: Track institutional activity and market participation trends.Custom Alerts: Set personalized alerts to stay informed about key market movements.Prebuilt Research Strategies: Use ready-made strategies to reduce research time and improve efficiency.This plan is best suited for traders who want all features in one package, combining research, automation, and real-time intelligence to trade with confidence and discipline.

Dynamic Multi-Asset Portfolio

Aditya Umesh Hujband

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.

ETF

Option Brains Capital PVT Ltd

ETFs

Investology Automated Alerts Only

Investology

No description available yet.

Short term Equity Trail

Shrikant Jainath Pandey

Short term Equity Trail

Brain Wave Nifty Option Buyer

Option Brains Capital PVT Ltd

BrainWave Nifty Option Buyer is an intraday trading strategy that trades NIFTY index options only.The strategy focuses on capturing short, directional moves during market hours and never holds any position overnight.

Brain Wave BankNifty Option Buyer

Option Brains Capital PVT Ltd

BrainWave BankNifty Option Buyer is an intraday trading strategy that trades BANKNIFTY index options only.It is designed to capture high-momentum intraday moves with strict risk control and no overnight exposure.

Mid Cap Quanto Momentum

Punam Kucheria

This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty Midcap 150 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty Midcap 150 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty Midcap 150 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions

Aditya Umesh Hujband

No description available yet.

Large Cap Quanto Momentum

Punam Kucheria

This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty 100 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty 100 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty 100 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.

Investology AIOX Plan

Investology

Investology AIO Telegram Package Here you will have access toEquity Research RecommendationsDerivative / FNO - Short Term Research Recommendations

Small Cap Quanto Momentum

Punam Kucheria

This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty Smallcap 250 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty Smallcap 250 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty Smallcap 250 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.

Micro Cap Quanto Momentum

Punam Kucheria

This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty Microcap 250 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty Microcap 250 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty Microcap 250 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.

Alpha 200

Punam Kucheria

Alpha10_Midcap by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty Midcap100 which is often used as a benchmark for the midcap segment of the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the 10 strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty Midcap100 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stockThe top 10 most potent options are selected from a pool of top 150 stocks.Having more concentration than the Index (10 stocks vs. 100 in Nifty-Midcap) is a sure-shot way to outperform Nifty-MidcapQuantitative methods to analyze the best performers from the top 150 further boost the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 3x times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty Midcap100.

Flexi Cap Quanto Momentum

Punam Kucheria

This model portfolio contains up to 10 risk-adjusted momentum scrips within the Nifty 500 universe while maintaining a disciplined approach to risk. It focuses on stocks showing strong relative price trends and controlled volatility, avoiding the pitfalls of chasing unstable momentum.Objective:- To deliver a focused, risk-aware equity portfolio that aims to outperform the Nifty 500 on a risk-adjusted basis by combining momentum strength with volatility management.Focused Selection:- From the Nifty 500 universe, the model selects up to 10 stocks, creating a concentrated portfolio of the most compelling opportunities based on a robust quantitative framework.Risk-Adjusted Strength:- The strategy balances price strength with volatility control, avoiding erratic stocks and aiming for a smoother equity curve and more stable performance over time.Dynamic Asset Allocation:- Exposure is dynamically adjusted between Equity, Gold BeES, and Liquid BeES using AI/ML-enhanced algorithms that detect market regimes and adjust positioning accordingly.Quantitative Discipline:- The entire process is systematic and rules-based, eliminating behavioral bias. AI/ML models enhance pattern recognition, allowing the strategy to adapt and evolve with changing market conditions.

Alpha 500

Punam Kucheria

Alpha10_Smallcap by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty Smallcap500 which is often used as a benchmark for the smallcap segment of the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the 10 strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty Smallcap350 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stock in the Nifty Smallcap350 against the index itself.The top 10 strongest options are selected from a pool of 350.Having more concentration than the index (10 stocks vs. 350) is a sure-shot way to outperform Nifty Smallcap.Using quantitative methods to analyze the best performers further boosts the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 13 times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty Smallcap350.

Alpha 100

Punam Kucheria

Alpha-100 by Clearmind is a quant-driven selection strategy. It aims to outperform the underlying benchmark Nifty100 which includes the top 100 stocks in the Indian Stock Market. This product is appropriate for all market cycles, designed to invest in the ten strongest stocks, regardless of market conditions.This portfolio consists of 10 stocks selected from the Nifty 100 universe.All stocks start at near 10% weightage of the entire portfolio.Winners are kept, while losers are promptly removed in the next rebalance.We measure the Momentum, Strength of direction, and relative performance of every stock in the Nifty against the Nifty itself.The top 10 strongest options are selected from a pool of 100 to outperform the Nifty Index in all three areas.Having more concentration than Nifty stocks (10 stocks vs. 100 in Nifty) is a sure-shot way to outperform Nifty.Using quantitative methods to analyze the best performers from the top 100 further boosts the performance.The historical performance of this portfolio over the last ten years has beaten the benchmark by 2 times.The optimal size for investing in this portfolio is INR 2 to 30 lakh.Disclaimer - This can sometimes result in slightly more drawdowns than Nifty100.

Multi Cap Quanto Momentum

Punam Kucheria

Objective: To achieve superior, risk-adjusted returns by systematically combining strong risk-adjusted momentum across the equity spectrum with strategic diversification, dynamically adjusting equity exposure based on market risk.Dynamic & Target Allocation:The target allocation is 30% Large Cap, 30% Mid Cap, 30% Small Cap, and 10% Gold BeES (90% maximum equity).Dynamic Asset Allocation: Based on market regimes and signals from AI/ML-enhanced algorithms, the total equity exposure (the 90% component) can be dynamically reduced. Reduced exposure is moved to Liquid BeES or Gold BeES to preserve capital and manage overall portfolio risk, thus preventing the 90% in equities from being a fixed mandate.Focused & Structured Selection:Up to 10 risk-adjusted momentum scrips are selected from the Nifty 500 universe (or equivalent) to form a concentrated portfolio across the Large, Mid, and Small Cap segments.Risk-Adjusted Momentum:Selection prioritizes stocks with strong price trends and controlled volatility. This systematic balance targets a smoother, more stable equity curve by avoiding unstable momentum.Strategic Risk Management:A permanent 10% allocation to Gold BeES acts as a crucial diversifier and hedge against systemic equity risk.The entire strategy is quantitative and rules-based, using AI/ML enhanced models for disciplined stock selection and regime-based risk control.

ETF Strategic Sectorial Portfolio

Aditya Umesh Hujband

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. 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