NIFTY 500 - Momentum

📘 Introduction: Smarter Investing for the Ambitious Yet Cautious

If you're in your 30s, 40s, or 50s, salaried or self-employed, you've probably asked yourself:

“How can I grow my wealth faster than fixed deposits, but without jumping into high-risk, high-stress trading?”

Enter momentum investing in NIFTY 500 stocks – a carefully designed strategy for professionals under 60, who want 2–4% monthly growth, without diving into derivatives, penny stocks, or sleepless speculation.

This is the Momentum Basket of 15 Stocks, personally curated by Dr. Anirban Biswas, also known in financial circles as the Momentum Hunter.

📌 Why NIFTY 500?

The NIFTY 500 is India’s broadest index of quality stocks, covering 95% of the total market capitalization. It includes:

• Large caps, mid caps, and a few small caps with verified liquidity

• Multisector diversification

• Hidden gems not found in NIFTY 50 or 200

• Greater upside potential with reasonable safety

It’s the perfect playground for ambitious, moderate-risk investors in their wealth-accumulation years.

🧠 The Momentum Hunter Philosophy

Momentum Hunter isn’t about gambling on news or flashy small caps. The strategy is disciplined and logic-driven:

✅ 15-stock basket, updated monthly

✅ Momentum filter: Price + volume + 3–6 month returns

✅ Volatility control: Avoids sharp ups and downs

✅ Sectoral balance: Not overexposed to any one theme

✅ Exit losers early, ride winners

✅ Goal: 2–4% average monthly return, compounded wealth

💡 “Ride trends. Exit noise.” – Dr. Anirban Biswas

👤 Who Is This Strategy For?

This 15-stock momentum strategy is designed for:

🎯 Middle-Aged Salaried Professionals (30–60 yrs)

• Have some capital saved

• Tired of low FD returns

• Seek 12–20% CAGR over 5–10 years

• Ready for moderate risk, not reckless bets

👔 Self-Employed / Business Owners

• Want hands-off yet smart equity exposure

• Prefer liquid, tradable quality stocks

• Appreciate rule-based systems over “tips”

🔥 June 2025 Momentum Hunter 15-Stock Sample Basket*

(Illustrative only – not financial advice)

NAME	BUY PRICE (₹)	DATE BUYING	SELL PRICE	DATE SELL	PROFIT/LOSS
Authum Investment & Infra Ltd	2380	01/06/25
Delhivery	358	01/06/25
Techno Electric & Engg. Ltd	1410	01/06/25	1590	29/06/25	12%
CCL Products India Ltd	885	01/06/25	840	29/06/25	-5%
Motilal Oswal Fin. Services Ltd	655	01/06/25
GE Vernova T&D India Ltd	2245	01/06/25
IIFL Finance Ltd	440	01/06/25
E I D-Parry (India) Ltd	950	01/06/25
Nippon LIAM	740	01/06/25
RBL Bank Ltd	₹215	01/06/25
Aditya Birla Capital Ltd	₹225	01/06/25
Hitachi Energy India Ltd	19230	01/06/25
JM Financial Ltd	130	01/06/25
Engineers India Ltd	230	01/06/25
Jaiprakash Power Ventures Ltd	16	01/06/25
Glenmark Pharma	1720	29/06/25
BEML	4460	29/06/25

🟢 Note: Stocks are equally weighted. Reviewed monthly. (LAST SATURDAY / SUNDAY OF EACH MONTH) Exit if momentum or volume breaks down.

📈 Expected Return Profile

Horizon	CAGR / Growth	Risk Level	Tax Efficiency
Monthly	2–4% avg	Moderate	STCG / LTCG
Yearly	15–24% (target)	Moderate	Better than FD
5–10 Years	Wealth Compounding	Controlled drawdowns	Efficient

⚙️ How to Use This Strategy

1. 💼 Capital Allocation: Start with ₹10,000 –25,000 (per stock)

2. 📊 Equal Weighting: 6.6% to 7% per stock

3. 📆 Review Monthly: Replace laggards with fresh outperformers

4. 📉 Exit Criteria: Stock breaks 50-DMA or shows volume collapse

5. 📈 Tracking: Use Google Sheets, Smallcase (if available), or broker tools

6. 🧾 Optional SIP: Add new capital monthly, not blindly—only when broad market is trending

🧘 Why This Strategy Works for 30–60 Year Old Investors

• ❌ Not emotional, unlike “news-based” investing

• ✅ Leverages data-backed momentum, not gut feelings

• ✅ Avoids excessive churn or trading

• ✅ Provides peace of mind with growth, especially for salaried professionals balancing job and life

• ✅ Beats most mutual funds over 3–5 years in backtested returns

📌 Final Words from the Momentum Hunter

“We are not here to chase hype. We are here to ride waves quietly and compound steadily. That’s how wealth is created — especially if you’re under 60, earning, and planning your financial freedom.”

Whether you're a corporate manager, doctor, engineer, CA, or small business owner, the NIFTY 500 Momentum Basket is your gateway to moderate-risk, high-clarity investing.

📊 Summary Table

Feature	Details
Index Universe	NIFTY 500 (Large, Mid, Select Small Caps)
No. of Stocks	15 (Equal Weight)
Risk Profile	Moderate
Ideal for	Age 30–60 Professionals
Monthly Target Return	2–4%
Review Frequency	Monthly
Holding Period	1-3 Month (per stock)
Strategy Type	Price-Volume Momentum
Annualized Target	15–24% CAGR