Portfolio Health Assessment - (21st July 2025 - 25th July 2025)

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

Equity Markets:
The Indian equity markets experienced a volatile and weak trading week from 21st to 25th July 2025. Indices started the week with some gains but reversed sharply by the end of the period, with both the Nifty and Sensex closing below key psychological levels. Foreign Institutional Investor (FII) selling, disappointing corporate results for select index heavyweights, and global economic concerns contributed to market weakness.

The India VIX (volatility index) showed some stability earlier in the week, indicating diminished market apprehension, but risk remained elevated by Friday.

Key resistance for Nifty is seen at 25,080–25,434, while support is in the 24,770–25,000 band.

Earnings Impact:

• Negative reactions to Q1 results from major companies (notably in finance and IT)
• Bajaj Finance and Bajaj Finserv were major laggards on Q1 earnings misses.

FII Activity:

• Persistent FII selling, with over ₹10,700cr in net outflows in July.

Global Factors:

• Uncertain cues, including volatile crude oil prices and upcoming US–India trade talks, weighed on investor mood.
  
  

Weekly recap:

The Bank Nifty Index has outperformed the Nifty Index and the Nifty IT index has underperformed the Nifty Index this week.

This week, Nifty Midcap 100 Index is down -1.80 percent.

The Nifty Index is down -0.53 percent.

Key Levels for the Nifty Index Daily Timeframe

20   EMA - 25142

50   DMA - 25056

200 DMA - 24057

Nifty Weekly Timeframe Levels

Open - 24999.00

Low -   24806.35

High -  25246.25

Close - 24837.00

Nifty closed below 50 DMA, 200 DMA & 20 EMA suggesting down trend in the Nifty Index.

Model 1 & Model 3

This week, Model 1 is down -3.73 percent and Model 3 is down -2.47 percent. 

Model 1 has underperformed the Index by -3.20 percent and Model 3 has underperformed the Index by -0.67 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -4.20 percent this week.

Next Week Update

The Nifty Long-Short Strategy's current position is Short.

Long-term Performance Summary

Monthly Performance Summary of Models

*After brokerage and taxes, returns are determined at the performed deals.

In June 2025, Models 1 and 3 returned +6.2 percent, and +5.4 percent respectively, compared to the Nifty 50 Index's +3.1 percent return.

In June 2025, the Nifty Long-Short is down -2.9 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%.

 

Year To Date - 2025

Models 1 and 3 returned -19.01 percent and -8.67 percent respectively, compared to Nifty's +5.04 percent return for 2025.

The Nifty Long-Short year-to-date return (from January 1, 2025) is now +24.00 percent, compared to the Index's +5.04 percent.

Summary since inception

Since its debut, Model 1 has increased by 222 percent. The Nifty index has risen by 130 percent  over the same time span.

Since its debut, the Nifty long-short strategy has increased by 566 percent on the capital and 1048 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 +128%, compared to 111% for the Nifty Midcap Index. 

Model 3 has been operational since July 12th, 2021.

________________________________________________________________________________________________

Looking to invest? You can find our terms of service here. Or you can write to us and we will get back to you