Alpha Opportunity Core

A quantitative, dual-sort momentum basket designed to capture bull market upside while ruthlessly hedging against drawdowns.

Performance

Normalized to 100 • Updated: 2026-07-31

Current Holdings

SymbolWeightReturn
HFCL6.03%+31.65%
ACUTAAS5.99%+31.40%
MCX5.51%+20.19%
RRKABEL5.48%+19.45%
ATHERENERG5.20%+9.67%
ADANIENSOL4.99%+5.34%
NETWEB4.99%+5.45%
TITAN4.92%+4.04%
CUMMINSIND4.81%+4.13%
FEDERALBNK4.80%+1.34%
NYKAA4.75%+0.35%
BELRISE4.75%+0.32%
GVT&D4.73%+3.96%
CHENNPETRO4.70%-0.73%
KIRLOSENG4.66%-1.58%
NATIONALUM4.64%+1.17%
IDEA4.56%-3.56%
ADANIPOWER4.38%-4.38%
HSCL4.34%-8.35%
THERMAX4.21%-11.03%
LIQUIDCASE1.54%+0.48%

Latest Rebalance

2026-07-23

Entries

  • KIRLOSENG2225.00
  • FEDERALBNK354.10
  • BELRISE235.97
  • NETWEB4290.00
  • NYKAA332.25
  • HSCL819.00
  • CHENNPETRO1269.90
  • TITAN4685.70
  • IDEA13.49
  • THERMAX4840.00

Exits

  • LIQUIDCASEFund stock purchases115.12

Rebalance History Log

2026-07-23

Entries

  • KIRLOSENG2225.00
  • FEDERALBNK354.10
  • BELRISE235.97
  • NETWEB4290.00
  • NYKAA332.25
  • HSCL819.00
  • CHENNPETRO1269.90
  • TITAN4685.70
  • IDEA13.49
  • THERMAX4840.00

Exits

  • LIQUIDCASEFund stock purchases115.12
2026-07-13

Entries

  • ATHERENERG1149.20
  • ADANIENSOL1562.00
  • LIQUIDCASE114.85

Exits

  • HINDCOPPERNot in Target Portfolio and not a Top 3 Exception505.00
  • SAILNot in Target Portfolio and not a Top 3 Exception171.00
  • MON100ETF Exit (trend=Down, per_etf_pct=0%)332.78
  • MONQ50ETF Exit (trend=Down, per_etf_pct=0%)147.09
  • MSCIINDIAETF Exit (trend=Up, per_etf_pct=0%)29.78
2026-07-06

Entries

  • MON100327.91
  • MONQ50145.58
  • MSCIINDIA29.53

Exits

  • LIQUIDCASEFund stock purchases114.86
2026-06-29

Entries

  • LIQUIDCASE114.76

Exits

  • MSCIINDIAETF Exit (trend=Down, per_etf_pct=10%)29.88
2026-06-22

Entries

  • MSCIINDIA29.61

Exits

  • LIQUIDCASEFund stock purchases114.64
2026-06-15

Entries

  • LIQUIDCASE114.53

Exits

  • MON100ETF Exit (trend=Down, per_etf_pct=10%)330.19
  • MAFANGETF Exit (trend=Down, per_etf_pct=10%)192.04
  • MAHKTECHETF Exit (trend=Down, per_etf_pct=10%)22.90
  • MONQ50ETF Exit (trend=Down, per_etf_pct=10%)144.27
2026-06-08

Entries

  • RRKABEL2179.00
  • LIQUIDCASE114.42

Exits

  • BHARATFORGNot in Target Portfolio and not a Top 3 Exception1909.90
  • LIQUIDCASEFund stock purchases114.44
2026-06-01

Entries

  • MAHKTECH24.09
  • MONQ50141.20

Exits

  • MASPTOP50ETF Exit (trend=Down, per_etf_pct=10%)82.04
  • GOLDBEESETF Exit (trend=Down, per_etf_pct=10%)128.32
  • LIQUIDCASEFund stock purchases114.34
2026-05-25

Entries

  • SAIL202.40
  • LIQUIDCASE114.22

Exits

  • TITANNot in Target Portfolio and not a Top 3 Exception4120.10
  • LIQUIDCASEFund stock purchases114.23
2026-05-18

Entries

  • HFCL147.30
  • ADANIPOWER221.00
  • GOLDBEES129.41
  • LIQUIDCASE114.10

Exits

  • ASHOKLEYNot in Target Portfolio and not a Top 3 Exception152.00
  • SBINNot in Target Portfolio and not a Top 3 Exception952.00
  • SILVERBEESETF Exit (trend=Down, per_etf_pct=10%)249.00
  • HNGSNGBEESETF Exit (trend=Down, per_etf_pct=10%)536.00
  • LIQUIDCASEFund stock purchases114.10
2026-05-11

Entries

  • SILVERBEES241.02
  • HNGSNGBEES520.59

Exits

  • LIQUIDCASEFund stock purchases114.01

Total Return

+760.1%

22.6% CAGR

Status

Live / Online

Signals Active

Risk Profile

Medium-to-High

Standardized Returns

Benchmark1Y3Y5YInception
Alpha Opportunity15.3%89.1%175.9%760.1%
Nifty 50-1.6%23.4%54.6%206.0%
Nifty 5002.3%37.4%71.6%247.1%

Sector Breakdown

Telecom - Infrastructure6.0%
Pharmaceuticals & Biotechnology6.0%
Capital Markets5.5%
Cables - Electricals5.5%
2/3 Wheelers5.2%
Power Distribution5.0%
IT Enabled Services5.0%
Gems Jewellery And Watches4.9%
Industrial Products4.8%
Private Sector Bank4.8%
E-Retail/ E-Commerce4.7%
Auto Components & Equipments4.7%
Capital Goods4.7%
Refineries & Marketing4.7%
Compressors Pumps & Diesel Engines4.7%
Non - Ferrous Metals4.6%
Telecom - Cellular & Fixed line services4.6%
Integrated Power Utilities4.4%
Specialty Chemicals4.3%
Heavy Electrical Equipment4.2%
Liquid1.5%

Strategy Mechanics

Rebalance Frequency

The portfolio evaluates state at end-of-day Friday. Any required additions or removals are signaled for execution on the following open.

Execution Style

100% Rule-Based & Quantitative. No discretionary decisions or emotional overrides are ever made.

Live Updates

All executed signals, regime changes, and portfolio updates are broadcast directly via our dedicated Telegram channel.