Portfolio Links
Model 1 Performance (To know more about it click here)
Model 3 Performance (To know more about it click here)
Nifty Future Long-Short Strategy Performance (To know more about it click here)
Weekly Portfolio Performance Chart
Market and Macroeconomic Update
Equity Markets:This week, the Nifty Index rallied in line with global markets, driven by easing geopolitical tensions in the Middle East. Iran and Israel announced a ceasefire earlier in the week, boosting investor sentiment. As a result, the index closed above the 25,600 mark.
Monetary Policy:
In a significant move, the Reserve Bank of India (RBI) cut the repo rate by 50 basis points to 5.5%. Additionally, the central bank surprised markets by reducing the Cash Reserve Ratio (CRR) from 4% to 3%, injecting roughly ₹2.5 trillion of liquidity into the financial system. While this liquidity boost is expected to support credit growth and enhance monetary transmission, the RBI also shifted its policy stance from “Accommodative” to “Neutral.” This signals a possible pause in further rate cuts in the near term.
In a significant move, the Reserve Bank of India (RBI) cut the repo rate by 50 basis points to 5.5%. Additionally, the central bank surprised markets by reducing the Cash Reserve Ratio (CRR) from 4% to 3%, injecting roughly ₹2.5 trillion of liquidity into the financial system. While this liquidity boost is expected to support credit growth and enhance monetary transmission, the RBI also shifted its policy stance from “Accommodative” to “Neutral.” This signals a possible pause in further rate cuts in the near term.
Key Macroeconomic Highlights:
- Inflation Outlook: The RBI revised its CPI inflation forecast for FY26 down by 30 bps to 3.7%. A continued decline could open the door for further rate cuts next fiscal.
- GDP Growth: Q4 FY25 GDP growth came in at 7.4%, well above the 6.8% estimate. Full-year growth for FY25 was 6.5%, aligning with prior projections.
- GST Collections: May 2025 collections reached ₹2.01 lakh crore, marking a 20.6% YoY increase—highlighting strong economic momentum.
- Retail Inflation: May CPI inflation eased to 2.8% from 3.16% in April, which is lowest since 2019.
Global Economic Snapshot:
- US Economy: Revised estimate shows Q1 2025 GDP contracted by -0.5%, falling short of expectations. CPI inflation increased slightly to 2.4% in May (vs. 2.3% in April), while unemployment remained 4.2% same as last month.
- Federal Reserve Outlook: The Fed kept rates steady and signaled 50 bps of rate cuts over 2025, maintaining a 2.7% inflation target.
Weekly recap:
The Bank Nifty Index and the Nifty IT index have underperformed the Nifty Index this week.This week, Nifty Midcap 100 Index is up +2.40 percent.
The Nifty Index is up +2.09 percent.
Key Levels for the Nifty Index Daily Timeframe
20 EMA - 25030
50 DMA - 24710
200 DMA - 24081
Nifty Weekly Timeframe Levels
Open - 24939.75
Low - 24824.85
High - 25654.20
Close - 25637.80
Nifty closed above 200 DMA, 50 DMA and 20 EMA suggesting up trend in the Nifty Index.
Model 1 & Model 3
This week, Model 1 is up +3.41 percent and Model 3 is up +2.56 percent.
Model 1 has outperformed the Index by +1.32 percent and Model 3 has outperformed the Index by +0.16 percent.
Nifty Long-Short
The Long-Short strategy for the Nifty Index has returned a positive result of +7.22 percent this week.
Next Week Update
The Nifty Long-Short Strategy's current position is Long.
Long-term Performance Summary
Monthly Performance Summary of Models
*After brokerage and taxes, returns are determined at the performed deals.
In May 2025, Models 1 and 3 returned +2 percent, and +10.4 percent respectively, compared to the Nifty 50 Index's +1.7 percent return.
In May 2025, the Nifty Long-Short is down -9.3 percent.
For the Year 2024 Model 1, 3 and Nifty Long Short returned +25%, +45%, and +76% respectively, compared to the Nifty 50 Index's return of +9%.
For Financial Year 2024-2025 Model 1, 3 and Nifty Long Short returned -2.75%, +10.33% and +147.49% respectively, compared to the Nifty 50 Index's return of +5.34%.
For Financial Year 2024-2025 Model 1, 3 and Nifty Long Short returned -2.75%, +10.33% and +147.49% respectively, compared to the Nifty 50 Index's return of +5.34%.
Year To Date - 2025
Models 1 and 3 returned -9.44 percent and +0.97 percent respectively, compared to Nifty's +8.43 percent return for 2025.
The Nifty Long-Short year-to-date return (from January 1, 2025) is now +31.93 percent, compared to the Index's +8.43 percent.
Summary since inception
Since its debut, Model 1 has increased by 260 percent. The Nifty index has risen by 137 percent over the same time span.
Since its debut, the Nifty long-short strategy has increased by 608 percent on the capital and 1126 percent on the margin money.
Model 1 has been operational since July 13, 2020, whereas the Index Long-Short strategy has been operational since August 14, 2020.
Since the inception, Model 3 is up +152%, compared to 116% for the Nifty Midcap Index.
Model 3 has been operational since July 12th, 2021.
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