Performance Summary

Capturing Tomorrow’s Leaders from the NIFTY Next 50 Emerging Bluechip is a high-conviction equity strategy focused on long-term capital appreciation by investing in a concentrated portfolio of stocks from the NIFTY Next 50 universe. The strategy follows a strictly rules-based and algorithmic approach, without sector caps, index alignment, or discretionary decision-making. Stock selection is driven by Stratzy’s proprietary MOST framework, which evaluates companies across Management, Outlook, Safety, and Trend parameters. Each stock is ranked using a composite MOST score, ensuring selection is based on both fundamental strength and market performance. The portfolio invests in the top 5 ranked stocks, selected in a sector-agnostic and unconstrained manner. All stocks are equally weighted, and the portfolio is reviewed periodically and rebalanced based on changes in rankings, fundamentals, price trends, or index constituents. With a high-risk profile, Emerging Largecap is suitable for investors seeking active stock selection, who are comfortable with concentration and volatility, and who have a long-term investment horizon, with the NIFTY Next 50 Index used as a reference benchmark.