NIFTY 200 - MOMENTUM

💼 Introduction: A Safe and Sensible Investment Approach

For retired individuals, housewives, and low-risk investors, the stock market often feels like a risky gamble. But what if there was a way to participate in the market without sleepless nights and nerve-wracking volatility?

That’s exactly what Dr. Anirban Biswas, a practicing doctor and part-time market student known as the Momentum Hunter, aims to provide—a low-volatility, high-quality momentum-based strategy using NIFTY 200 stocks.

Let’s explore how his 10-stock basket can offer better returns than FD interest, with lower drawdowns and no panic exits.

📊 Why NIFTY 200?

The NIFTY 200 index represents India's top 200 large and mid-cap companies, offering a blend of safety, liquidity, and quality. These companies are:

• Well-established with strong fundamentals

• Widely tracked and regulated

• Less prone to manipulation

• Highly liquid for entry and exit

⚙️ The Momentum Hunter Strategy: How It Works

Momentum investing means buying stocks that are showing strength—rising prices backed by volumes and fundamentals. Dr. Biswas shortlists 10 stocks monthly based on:

✅ Price Momentum: Strong 3-month and 6-month performance

✅ Low Volatility: Less erratic price movements

✅ Fundamental Health: Reasonable P/E, growth visibility

✅ Sector Rotation: Avoids crowded or overheated sectors

✅ Drawdown Control: Filters out stocks with high recent corrections

🧠 The Principle: “Ride the winners, drop the laggards.”

📌 Who Is This Strategy For?

1. Retired Individuals

• Want regular wealth appreciation without capital erosion

• Can tolerate 5–10% market movement, not 30% crashes

• Prefer predictable performers over market thrillers

2. Homemakers/Housewives

• Often new to investing or managing family portfolios

• Need clarity, simplicity, and discipline in approach

3. Conservative Investors

• Working professionals seeking low-stress diversification

• Not actively tracking markets daily

• Want wealth creation over 5–10 years

Basket is updated monthly based on performance and technical strength

💡 Benefits of This Strategy

✅ Risk-Managed ExposureOnly 10 top momentum picks, diversified across sectors, avoids concentration.

✅ No Blind SIPsAvoids buying in sideways or falling phases. Only active momentum is rewarded.

✅ Exit on WeaknessStocks falling out of top performance range are exited systematically—no emotion.

✅ Peace of MindIdeal for retirees or family investors not glued to charts daily.

✅ OutperformanceBacktesting shows this basket beats NIFTY 50 and most mutual funds over 3–5 years with lower volatility.

📌 Practical Guidelines

• 📆 Review Monthly: Replace underperformers with new high-momentum names

• 💰 Equal Weight: Invest equal capital in all 10 stocks (e.g., ₹10,000 -25,000 in each)

• 🛑 Exit Rule: Any stock falling below 50-DMA or losing price strength gets replaced at the last saturday / sunday of the month.

• 📥 No Derivatives or Leverage: Pure equity only

• 🧾 Track on Google Sheets or Smallcase (if applicable)

🧘‍♀️ Words of Caution

• Momentum ≠ Guarantee: Trends can reverse; exit rules are critical. a stop loss of 10% is applied to all stocks

• Avoid Chasing Penny Stocks: Only NIFTY 200 large/mid caps allowed

• Discipline Over Emotion: Don’t hold onto losers “hoping” they’ll recover

📈 Long-Term Goal: Steady Compounding

"The real magic of this strategy is not in hitting sixes but consistently scoring singles over time." — Dr. Anirban Biswas, Momentum Hunter

If you’re a retired teacher, a homemaker starting her financial journey, or a cautious investor seeking peace and growth—this method offers a proven, low-stress path to participate in India’s growth story.

🧾 Summary at a Glance

Feature	Details
Index Universe	NIFTY 200 (Large & Mid Cap)
No. of Stocks	10 (monthly rotation)
Risk Profile	Low to Moderate
Ideal for	Retirees, Housewives, Low-Risk Investors
Holding Style / entry	Equal-weight, momentum-based
stop loss / exit	10% , losing momentum ( Dr . Anirban momentum score <2.5)
Review Frequency	Monthly (last saturday / sunday of each month)
Tools Needed	Broker account + Monthly sheet

🛒 Sample 10-Stock Basket – June 2025 Edition*

(Fictional illustration; not investment advice)

📊 Stock Holdings Summary

NAME	BUY PRICE (₹)	BUY DATE	SELL PRICE	SELL DATE	PROFIT /LOSS (%)
Vishal Mega Mart Ltd	125	01/06/25
Prestige Estates Projects Ltd	1470	01/06/25
Canara Bank Ltd	115	01/06/25	111.46	29/06/25	-3%
Aditya Birla Capital Ltd	225	01/0625
L&T Finance Ltd	173	01/06/25
Motilal Oswal Financial Services Ltd	810	01/06/25
Bharat Petroleum Corp. Ltd	318	01/06/25	333	29/06/25	+4.5 %
HDFC Asset Management Co. Ltd	4785	01/06/25
Bharat Electronics Ltd	385	01/06/25
AU Small Finance Bank Ltd	695	01/06/25
glenmark pharmaceticals	1715	29/06/25
hyundai motors	2195	29/06/25