Portfolio Health Assessment - (28th July 2025

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Weekly Portfolio Performance Chart

Equity Markets:
The Indian stock market experienced a volatile week, ending on a bearish note amid intensifying US-India trade tensions following a new announcement of 25% tariffs on Indian exports.

The market snapped a previous four-month rally and ended July and the week in a cautious and negative tone. Global trade tensions, FII outflows, and sectoral pressure were major headwinds. Strong domestic buying and IPO enthusiasm provided some positive offsets but did not fully offset the selling pressure.

Notable Market Drivers & Events

The announcement of a 25% US tariff on Indian exports on July 31 caused significant intraday selling pressure, although there was partial recovery later that day.
FIIs continued heavy selling, with net outflows extending for the ninth consecutive session.
DIIs remained net buyers, providing crucial support.
IPO activity remained robust despite secondary market volatility, maintaining investor interest.
Mixed corporate earnings results especially from the banking and IT sectors added stock-specific volatility.

Global Events:

The US Q2 GDP growth comes at 3%, which is higher than expected. The Fed has kept the policy rate unchanged to 4.25% to 4.5%.

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 down -2.37 percent.

The Nifty Index is down -1.09 percent.

Key Levels for the Nifty Index Daily Timeframe

20 EMA - 24981

50 DMA - 25052

200 DMA - 24050

Nifty Weekly Timeframe Levels

Open - 24782.45

Low - 24535.05

High - 24956.50

Close - 24565.35

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 -3.80 percent and Model 3 is down -2.12 percent.

Model 1 has underperformed the Index by -2.71 percent and Model 3 has underperformed the Index by -0.24 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a positive result of +4.07 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 July 2025, Models 1 and 3 returned -13.45 percent, and -11.58 percent respectively, compared to the Nifty 50 Index's -2.93 percent return.

In July 2025, the Nifty Long-Short is down -3.51 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 -22.10 percent and -10.65 percent respectively, compared to Nifty's +3.89 percent return for 2025.

The Nifty Long-Short year-to-date return (from January 1, 2025) is now +29.04 percent, compared to the Index's +3.89 percent.

Summary since inception

Since its debut, Model 1 has increased by 209 percent. The Nifty index has risen by 127 percent over the same time span.

Since its debut, the Nifty long-short strategy has increased by 593 percent on the capital and 1098 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 +123%, compared to 106% for the Nifty Midcap Index.

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

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Portfolio Health Assessment - (28th July 2025 - 1st August 2025)