Performance Summary

A High-Conviction Strategy Built from India’s Best Companies Champions – Nifty 50 is a focused equity strategy designed to capture long-term capital appreciation by investing in the strongest stocks from India’s most elite index—the NIFTY 50. The strategy follows a strictly rules-based and ranking-driven approach, ensuring discipline, transparency, and consistency in portfolio construction. Strategy Overview: Rather than mirroring the index, Champions – Nifty 50 identifies and invests only in the top-ranked opportunities within the NIFTY 50 universe. The portfolio is highly concentrated, allowing capital to be deployed into stocks that score the highest on multiple quality and performance parameters. The MOST Framework: All NIFTY 50 stocks are evaluated using our proprietary MOST ranking framework, which captures both fundamental strength and market behavior: M – Management: Assesses leadership quality, governance standards, and capital allocation discipline O – Outlook: Evaluates earnings visibility, growth potential, and competitive positioning S – Safety: Measures financial strength, balance sheet quality, and downside risk T – Trend: Tracks price momentum and relative performance in the market Each stock receives a composite MOST score, and rankings are updated periodically to reflect changing market dynamics. Portfolio Construction: - Only the top 5 ranked stocks from the NIFTY 50 are selected - Sector-agnostic and unconstrained—no sector caps or index weight bias - Portfolio composition is determined purely by ranking outcomes, without discretionary intervention Weighting & Rebalancing: - Stocks are equally weighted at the time of inclusion and rebalancing - The portfolio is reviewed at regular intervals - Rebalancing may occur due to: - Changes in MOST rankings - Material shifts in fundamentals or price trends - Changes in NIFTY 50 constituents Risk Profile: High Risk Due to its concentrated and unconstrained nature, the strategy may experience higher volatility and performance deviations compared to the broader index. However, this also enables meaningful outperformance during favorable market phases. Champions – Nifty 50 is suitable for investors who: - Prefer a rules-based, high-conviction equity strategy - Are comfortable with concentration and active risk - Have a long-term investment horizon and can tolerate short-term market fluctuations Benchmark NIFTY 50 Index