High Conviction Stock Basket

No. of Stocks 10

A proprietary, rule-based momentum strategy that selects the top 20 stocks from the CNX 500 universe which is rebalanced monthly, equal-weighted, and built for the long run.

BackTest Summary - JAN 2005 - AUG 2026

Stock Basket CAGR (22 Yrs)

24.24%

Stock Basket Total Returns (%)

10811.81%

Benchmark CAGR

12.49%

Benchmark Return

1174.63%

Stock Basket Max Drawdown

-50.81%

Benchmark Max Drawdown

-64.256%

Rebalance Frequency

Monthly

₹25,000

Minimum Investment Amount

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The Science Behind

The Philosophy Behind the Strategy

Three foundational beliefs govern every decision the model makes for long-term wealth creation in Indian equities.

Rules Over Gut Feel

A quantitative model drives every buy and sell decision. Opinions, news, and gut feel have no role here. Eliminating emotion removes the single biggest source of investing error: behavioural bias. The same rules govern the portfolio in bull markets, bear markets, and everything in between.

Systematic

Market Regimes Change Everything

Trending markets and volatile, mean-reverting ones reward every stock differently. The proprietary regime model actively identifies the current environment and adapts stock selection accordingly. It prevents the model from applying a single strategy blindly across all market conditions.

Adaptive

Momentum Works in India

Decades of academic research and live market data confirms that recently outperforming stocks tend to keep outperforming in the near term. The strategy systematically exploits this momentum anomaly within the Indian equity market by capturing trending moves while they last.

Evidence based

Methodology

How it Works

A scientific, emotion free approach to selecting the best stocks to buy in India with clear, repeatable rules.

Universe: CNX 500

All recommendations are restricted to stocks within the CNX 500 index — India's 500 largest, most liquid listed companies — ensuring quality and liquidity in every trade.

Market Regime Detection

A proprietary model continuously classifies the market as either a Trending or Volatile Market. The portfolio composition adapts accordingly for each regime.

20-Stock Equal-Weight Portfolio

Regardless of market regime, exactly 20 stocks are selected and held at equal weightage (5% each), ensuring maximum diversification without conviction bias.

Monthly Rebalancing

The portfolio is reviewed and rebalanced at the end of each month. Stocks that no longer qualify are replaced. There are no intra-month trades, no stop-losses, and no price targets.

Best Performing ETFs

Current Month’s Top-10 Stock Basket

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	ACUTAAS	– Hold	5%
01-Jun-2026	ADANIENSOL	– Hold	5%
01-Jun-2026	ADANIPOWER	– Hold	5%
01-Jun-2026	APARINDS	– Hold	6%
01-Jun-2026	ATHERENERG	– Hold	5%
01-Jun-2026	BELRISE	– Hold	5%
01-Jun-2026	GVT&D	– Hold	5%
01-Jun-2026	HFCL	– Hold	6%
01-Jun-2026	KIRLOSENG	– Hold	5%
01-Jun-2026	LAURUSLABS	– Hold	5%

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Backtested Performance

High Conviction Stock Basket Performance

Backtesting Period: Starts in January 2020. Benchmark: Nifty 500 TRI. Excluding transaction costs.

Monthly Returns Heatmap (%)

Strong Positive Light Positive Negative NA

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual
2005	—	5.01	-4.15	-0.61	8.99	2.31	11.70	19.00	-2.52	-14.22	15.74	0.00	43.51
2006	7.66	2.32	12.94	16.24	-13.32	-8.78	-0.92	7.10	5.56	9.77	7.29	0.94	52.26
2007	3.89	-9.71	-2.24	5.25	5.43	4.06	4.25	-4.45	26.09	31.91	4.06	15.41	110.66
2008	-25.78	4.20	-4.86	4.78	-1.98	-7.27	0.65	3.29	-7.06	-17.74	-2.63	7.88	-41.50
2009	0.33	-2.54	4.38	7.35	14.28	-4.01	11.45	2.34	4.34	-2.46	9.67	7.32	64.20
2010	-5.74	-0.13	7.98	5.67	-7.49	8.81	6.38	2.23	11.16	4.21	-8.72	-0.52	23.70
2011	-11.76	-3.80	6.20	3.03	-1.91	-1.52	2.62	-4.75	-0.71	2.13	-5.12	-3.68	-18.73
2012	3.81	4.18	4.16	1.32	-2.60	0.91	-1.48	0.68	3.27	0.44	4.24	-2.46	17.35
2013	-5.78	-12.11	-1.06	3.32	2.97	-3.28	-2.95	-3.05	1.92	2.38	7.04	6.95	-5.24
2014	-0.88	1.06	0.00	6.77	17.03	17.17	-6.29	1.44	8.15	5.35	8.90	1.43	75.43
2015	4.63	-0.31	3.49	-4.76	2.50	2.02	2.12	-5.72	1.58	1.20	0.49	1.83	8.87
2016	-9.09	-5.23	8.88	1.85	3.37	3.66	8.74	3.49	0.19	4.84	-12.99	-5.49	-0.49
2017	0.97	5.13	5.13	3.08	2.07	2.98	5.40	3.55	7.36	13.44	0.33	4.81	68.99
2018	-0.99	-2.67	-8.78	5.87	-3.67	-0.39	3.41	1.15	-7.51	-4.55	3.13	2.85	-12.55
2019	-1.76	-1.02	5.42	0.10	0.50	0.56	-3.57	0.27	7.62	3.39	-1.38	-0.37	9.63
2020	3.69	-3.99	-13.63	10.15	3.24	3.00	3.94	3.00	11.71	-2.43	10.04	6.66	37.93
2021	1.72	11.18	8.27	10.12	8.66	4.78	6.97	-0.88	5.22	4.39	6.93	12.55	115.20
2022	0.29	-7.83	-0.54	3.42	-0.01	-5.05	7.99	0.76	-1.26	1.50	5.68	-1.52	2.45
2023	-5.67	-0.31	0.48	4.42	2.39	13.75	10.77	8.90	7.72	-0.87	11.06	7.68	77.00
2024	18.54	-2.82	-4.46	13.78	1.87	5.96	7.85	0.63	1.78	-2.73	-2.56	4.67	48.15
2025	-0.41	-6.72	4.50	4.36	-0.01	2.28	-6.75	-2.53	-3.66	1.83	-1.75	1.72	-7.67
2026	-3.15	2.08	-9.94	7.46	0.55	1.87	-1.61	—	—	—	—	—	-3.57

Past performance do not guarantee future results. Please consult your financial advisor before taking any investing decision. Read detailed disclaimer.

FAQ’s

It is a data-driven stock basket that first identifies market regime and then picks stocks according to that regime.

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 ₹500,000. Actual allocation may vary depending on stock prices and market conditions.

Subscribers will get the current month’s stock 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 Stock 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.