Trading Strategy Templates

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Income

G-Sec Liquidity Ladder

Holds the most actively traded government securities — the benchmark on-the-run issues that account for most NDS-OM volume — equally weighted and rebalanced quarterly. A sovereign-credit-risk-free core with genuine daily liquidity.

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Income

State Loan Spread Ladder

Holds the 15 State Development Loans offering the widest spread over the central government curve at comparable maturity, filtered to issues with at least three years to run. Quarterly, equally weighted. Same sovereign-class credit, more yield.

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Income

Listed Yield: REITs and InvITs

Holds India's listed real-estate and infrastructure trusts — Embassy, Mindspace, Brookfield, IndiGrid, IRB, PowerGrid InvIT and their peers — equally weighted with a quarterly rebalance and a liquidity floor. NSE listings only, to avoid holding each trust twice.

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Event Strategies

Event

Insider Buying Follow-Through

Event-driven rather than calendar-driven. Each week it looks for companies where an insider disclosed an open-market PURCHASE in the previous 45 days, keeps those still liquid and not under surveillance, and holds the 20 with the largest buys.

Momentum Strategies

MCX Commodity Momentum

Trend-follows the continuous futures curve on MCX — gold, silver, crude, copper, aluminium, zinc, natural gas and the rest — holding the four strongest by 3-month momentum with a positive long-term trend. Risk-parity weighted, monthly.

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Crypto Dual Momentum (BTC / ETH)

Absolute momentum on a two-asset universe. Holds Bitcoin and Ethereum only while each is above its own 100-day moving average and its 90-day trend is positive; anything failing both tests is simply not held, so the strategy sits in cash through downtrends. Weekly.

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Delivery-Backed Breakout

Buys stocks breaking to within 3% of their all-time high, but only when the breakout is backed by genuine delivery — more than 50% of that day's traded volume settling as delivery, against above-average turnover. Weekly.

Global Index Trend Rotation

Rotates across the headline equity indices of fourteen countries — the US, Japan, the UK, Germany, Hong Kong, India and others — holding the five with the strongest six-month trend, sized by inverse volatility. Monthly. A country-selection strategy rather than a stock-selection one.

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Market-Neutral Momentum (Long/Short)

Buys the 25 strongest momentum names in the Nifty 500 and shorts the 25 weakest, sized so the two arms carry equal gross exposure and the book is roughly market neutral. Monthly. Isolates the momentum factor from the direction of the market.

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Nifty 500 Momentum 30

The textbook cross-sectional momentum factor, built the way NSE builds its own momentum index. Ranks Nifty 500 constituents on 12-month price return excluding the most recent month, holds the top 30, and sizes them by rank so conviction scales with the signal. Monthly rebalance, 5% position cap.

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Top-Decile Momentum with Dividend Context

Selects the top decile by a rank-normalised momentum-and-liquidity composite rather than a fixed count, so the portfolio grows and shrinks with the investable universe. Annotates each holding with how recently it went ex-dividend, and caps any name at the lower of 6% or 4× its market-cap weight.

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ETF Core-Satellite Rotation

Rotates across Indian ETFs — index, sector, gold and debt — holding the 5 with the strongest 6-month trend, weighted by risk parity so a volatile gold or sector ETF cannot dominate the book. Monthly, with a liquidity floor to avoid the many ETFs that barely trade.

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Mutual Fund Momentum Rotation

Ranks mutual fund schemes on 12-month NAV growth and holds the top 10, rebalanced monthly. The same momentum logic as the equity template, applied to funds instead of stocks — and a direct test of whether chasing last year's best fund works.

Quality Strategies

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Clean Governance: No Pledge, Committed Promoter

A negative screen rather than a ranking. Excludes companies whose promoters have pledged more than 5% of their holding, requires promoter ownership above 40% and rising institutional interest, then holds the 25 largest survivors. Quarterly, in step with shareholding disclosures.

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Multi-Factor Blend: Momentum + Quality + Low Vol

Three independent sleeves — momentum, quality and low volatility — each selecting and weighting its own 20 names, blended 40/35/25 into a single book. A name picked by two sleeves gets both weights, so conviction compounds where the factors agree.

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Quality 30: Profitable, Unlevered, Growing

Scores every Nifty 200 constituent on three fundamentals — return on equity, leverage, and profit scale — blends them into a single z-scored composite, and holds the best 30 weighted by score. Rebalanced quarterly, in step with the earnings calendar that actually moves the inputs.

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Sector-Neutral Quality 30

The Quality screen scored WITHIN each sector rather than across the whole market, so a bank competes against banks and an IT company against IT. Caps any one sector at 25% of the book. Quarterly.

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Value Strategies

Value

Value 40: Cheap on Book and Earnings

Builds price-to-book and price-to-earnings from reported consolidated financials, blends both into one cheapness score, and holds the 40 cheapest profitable companies in the Nifty 500. Equal weighted, rebalanced quarterly.

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Value

Low-Cost Large Fund Core

The opposite of chasing performance. Selects the cheapest schemes by total expense ratio among funds with meaningful assets under management, holds 12 of them equally weighted, and rebalances only twice a year.

Technical Strategies

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Intraday Fade: Overextended Large Caps

The short-only mirror of mean reversion. Shorts Nifty 100 names trading more than two standard deviations ABOVE their own 40-day average at the open, and covers before the close. No position is ever held overnight.

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Intraday Gap Continuation (Open to Close)

An intraday strategy on daily bars. Every morning it buys the 10 liquid large caps that closed strongest on above-average delivery the previous session, and squares the entire book off before that same day's close. No position ever survives the session.

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Oversold Large Caps: 2-Sigma Snapback

Time-series mean reversion. Buys Nifty 100 names trading more than two standard deviations below their own 60-day average price, sized by minimum-variance weights so the basket is not simply a bet on whichever name fell hardest. Weekly.

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Trend-Gated Momentum (Risk Off Below 200-DMA)

The Momentum 30 screen with one addition: the whole book only reconstitutes while the Nifty 50 is above its own 200-day moving average. When the index closes below it, the strategy exits to cash and waits. Adds a portfolio circuit breaker at 25% drawdown.

Defensive Strategies

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Crypto Volatility-Targeted Core

Holds Bitcoin and Ethereum continuously, but scales total exposure to hit a 25% annualised portfolio volatility target — cutting position size when realised volatility spikes and leaving the remainder in cash. Rebalanced weekly. No leverage.

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Low Volatility 30

Holds the 30 calmest large- and mid-caps by realised annualised volatility, sized inversely to that volatility so the quietest names carry the most capital. The construction NSE uses for its Nifty100 Low Volatility 30 index, on the exchange's own published volatility series.

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Watchlist: Select Monthly, Re-Risk Weekly

Two schedules on one canvas. Once a month it picks the eight strongest names from a fixed twelve-stock watchlist; every week it re-sizes what it already holds to equal risk contribution without changing the constituents. Costed against Zerodha's real charge stack, with an in-app alert on every order.

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All-Weather Risk Parity (Equity + Gold + Debt ETFs)

A standing allocation across the most liquid Indian ETFs spanning equity, gold and debt, sized by hierarchical risk parity so correlated holdings share one risk budget rather than each claiming a full one. Rebalanced quarterly.

Blank Strategies

Blank

Blank Canvas

An empty pipeline on the NSE equity universe with monthly rebalancing and equal weighting. Nothing is screened or ranked — start here when you want to build the whole thesis yourself.

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