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Baskets
A scientific data-driven, momentum-based basket that selects the top-performing ETFs across equity, gold, silver, and debt. No guesswork. No emotion.
ETF Basket CAGR (7 Yrs)
ETF Basket Total Returns (%)
Benchmark CAGR
Benchmark Return
ETF Basket Max Drawdown
Benchmark Max Drawdown
Rebalance Frequency
MonthlyOur ETF Basket strategy is designed to be simple to own, yet systematic in execution.
Spread across 50+ ETFs covering market cap based indices, sectors, themes, factors, Gold, Silver, and Government Securities reduces single-asset concentration risk.
When equity momentum weakens, the strategy rotates into defensive assets debt, gold, silver, REITs or cash. This limits the max drawdown to -23% vs. the benchmark's -37% during the Covid'19 crash.
Every month, the top-ranked ETFs enter the basket. Momentum is one of the most robust, academically-validated factors in global markets that works across asset classes.
Our ETF Basket strategy is designed to be simple to own, yet systematic in execution.
The live portfolio is updated on the last trading day of each month. Log in to view the current August 2026 allocations.
| ETF Basket — August 2026 Allocation | |||
|---|---|---|---|
| Date | Basket | Action | Allocation % |
| 01-Jun-2026 | ENERGY | – Hold |
10%
|
| 01-Jun-2026 | MODEFENCE | – Hold |
10%
|
| 01-Jun-2026 | PHARMABEES | – Hold |
10%
|
| 01-Jun-2026 | ALPHA | – Hold |
10%
|
| 01-Jun-2026 | HDFCSML250 | – Hold |
10%
|
| 01-Jun-2026 | MNC | – Hold |
10%
|
| 01-Jun-2026 | INDIGRID | – Hold |
10%
|
| 01-Jun-2026 | GROWWEV | – Hold |
10%
|
| 01-Jun-2026 | JUNIORBEES | – Hold |
10%
|
| 01-Jun-2026 | MAKEINDIA | – Hold |
10%
|
Backtesting Period: Starts in January 2020. Benchmark: Nifty 500 TRI. Excluding transaction costs.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 1.61 | -2.63 | -13.95 | 8.00 | -1.81 | 4.96 | 7.09 | -0.76 | -0.86 | 1.52 | 9.70 | 8.53 | 20.67 |
| 2021 | -0.30 | 6.68 | 1.24 | -2.12 | 7.67 | 3.05 | 1.70 | 4.90 | 3.50 | -1.69 | -1.78 | 3.05 | 28.49 |
| 2022 | -1.54 | -3.66 | 2.17 | 0.68 | -4.17 | -2.89 | 4.16 | 3.30 | -2.11 | 3.69 | 3.32 | -1.73 | 0.69 |
| 2023 | -2.39 | -3.31 | 5.11 | 2.46 | 0.28 | 0.63 | 3.99 | -0.12 | 5.57 | -3.02 | 9.15 | 7.60 | 28.09 |
| 2024 | 6.90 | 2.86 | 1.95 | 5.55 | 3.03 | 4.71 | 4.88 | 0.39 | 2.02 | -8.47 | -0.76 | -0.38 | 24.07 |
| 2025 | -0.30 | -0.21 | 2.84 | 1.10 | 3.43 | 3.29 | -0.91 | 1.70 | 10.26 | 3.88 | 3.31 | 10.05 | 45.04 |
| 2026 | 13.03 | 0.53 | -11.58 | 6.29 | 3.22 | -7.25 | 0.47 | — | — | — | — | — | 2.71 |
Browse last one year’s portfolio changes everything from buys, sells, and holds
| Date | ETF Name | Action | Weight |
|---|
It is a data-driven ETF basket that selects top-performing ETFs across equity, debt, gold, silver, REITs, and other asset classes based on a systematic methodology.
The basket is reviewed and rebalanced monthly. ETFs that lose momentum may be replaced by stronger ETFs during the rebalance.
The minimum investment amount is ₹25,000. Actual allocation may vary depending on ETF prices and market conditions.
Subscribers will get the current month’s ETF allocation, action status, and historical trade logs through email. Kindly whitelist research@samco.in to receive these emails regularly.
You can check out our baskets section on the Samco Trading App. You will find the latest list of stocks under the ‘High Conviction ETF Basket’. You can execute the trades with a click of a button.
No. The strategy is based on historical data and systematic rules. Market investments are subject to risk, and past performance does not guarantee future returns. Please consult your financial advisor before acting on this strategy.
Yes. You can deploy capital monthly at the time of each rebalance. Since the basket is refreshed monthly, regular monthly investments align naturally with the rebalancing cycle and provide rupee-cost averaging benefits.
Easy & quick
1. Register On SCORES / SMARTODR Portal
2. Mandatory Details For filling Complaints on SCORES: (Name, PAN, Address, Mobile Number, Email ID)
3. Benefits
• Effective Communication
• Speedy Redressal of Grievance / Dispute
https://scores.sebi.gov.in/