NIFTY MIDCAP 150 - ROTATIONAL MOMENTUM

NIFTY MIDCAP 150 - ROTATIONAL MOMENTUM - MONTHLY REBALANCE.

A Model portfolio idea based on Nifty Midcap 150.

I'm not a registered SEBI investment Advisor, this is not an investment advice. Only for educational purposes.

1)MARCH 25

Midcap index - 17789

Total Investment - 1cr

• Total Investment: ₹99,56,942
• Total Transaction Costs: ₹11,858
• Remaining Cash (Uninvested): ₹43,058

2)APR 25

Monthly rebalance update 

Midcap 150 index - 19120

Sold- 4 stocks

Max Healthcare

Solar Industries

Uno Minda

CG Power & Ind

 

Added - 4stocks

GE Vernova T&D, Blue Star, Glenmark Pharma., Glaxosmi. Pharma. 

Summary:

Total Initial Investment: ₹99,56,942 

Total Current Value: ₹1,09,93,516 

Total Profit/Loss: +₹10,36,574(Unrealized)

Capital gain counter:  + 39701

Absolute gains - 10.41 vs 7.48(Midcap 150 index)

3) MAY 25

Summary :
NIFTY MID CAP 150 - 

 19,873

    

Total Initial Investment: ₹99,56,942 

Updated Total Current Value: ₹1,17,68,925

Capital gains owed = ₹75,370

4)JUN 25

Total Portfolio Value (Updated 20 Stocks):
₹1,24,67,817

Midcap Index -  21,126

5)JUL 25

Nifty Midcap 150 - 21,989

20-stock portfolio is worth ₹ 1,31,24,887

JUL -8 Mid month rebalance triggered

un-deployed cash is ≈ ₹ 7,92,781.

6) Aug 25 

7) Spet 25

Performance Summary

Index Value: ₹99,56,942 → (20.75% CAGR)

Portfolio Value: ₹99,56,942 → ₹1,24,02,361.80 (24.56% CAGR)

Portfolio outperformed the index by 3.81 percentage points