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: 2026-09-15

Current Holdings

SymbolWeightReturn
HFCL6.87%+50.72%
MCX6.46%+41.67%
ATHERENERG6.44%+36.49%
ACUTAAS6.27%+38.23%
CHENNPETRO5.46%+15.90%
NETWEB5.06%+7.55%
IDEA5.04%+7.12%
RRKABEL4.99%+9.28%
TITAN4.88%+3.63%
NYKAA4.76%+1.19%
NATIONALUM4.63%+1.32%
GVT&D4.62%+2.12%
FEDERALBNK4.56%-3.13%
BELRISE4.52%-3.95%
KIRLOSENG4.32%-8.24%
CUMMINSIND4.23%-8.04%
ADANIPOWER4.17%-8.60%
ADANIENSOL4.07%-13.73%
HSCL3.66%-22.19%
THERMAX3.46%-26.46%
LIQUIDCASE1.54%+1.04%

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

+764.7%

22.3% CAGR

Status

Live / Online

Signals Active

Risk Profile

Medium-to-High

Standardized Returns

Benchmark1Y3Y5YInception
Alpha Opportunity14.5%71.7%150.1%764.7%
Nifty 50-7.8%14.5%32.0%190.3%
Nifty 500-3.2%27.2%49.7%232.8%

Sector Breakdown

Telecom - Infrastructure6.9%
Capital Markets6.5%
2/3 Wheelers6.4%
Pharmaceuticals & Biotechnology6.3%
Refineries & Marketing5.5%
IT Enabled Services5.1%
Telecom - Cellular & Fixed line services5.0%
Cables - Electricals5.0%
Gems Jewellery And Watches4.9%
E-Retail/ E-Commerce4.8%
Non - Ferrous Metals4.6%
Capital Goods4.6%
Private Sector Bank4.6%
Auto Components & Equipments4.5%
Compressors Pumps & Diesel Engines4.3%
Industrial Products4.2%
Integrated Power Utilities4.2%
Power Distribution4.1%
Specialty Chemicals3.7%
Heavy Electrical Equipment3.5%
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.