We had noted in our blogs last year that a ₹1L allocation causes issues of capital allocation for stocks and misses out allocating the capital to some of the stocks at the bottom of the list. The impact of this has been a significant underreporting of our performance. Actual customers like the founders of QuantMomo have allocated more than ₹10L of their personal wealth to this strategy and experienced returns which are more than what we have reported. Going forward, we will use an allocation of ₹10L and we are making this change with the beginning of the new Financial Year on April 1st 2025.
Total | ₹967,237.69 | ||||
|---|---|---|---|---|---|
Stock Symbol | Trade Date | Number of Shares | Price per Share | BUY/SELL | Total |
| JSWHL | 01/04/2025 | 2 | ₹22,985.85 | BUY | ₹45,971.70 |
| REDINGTON | 01/04/2025 | 202 | ₹242.95 | BUY* | ₹49,075.90 |
| SRF | 01/04/2025 | 55 | ₹2,939.15 | BUY | ₹161,653.24 |
| PGEL | 01/04/2025 | 70 | ₹916.60 | BUY | ₹64,162.00 |
| MANAPPURAM | 01/04/2025 | 369 | ₹232.75 | BUY | ₹85,884.75 |
| BAJFINANCE | 01/04/2025 | 15 | ₹8,945.60 | BUY | ₹134,183.99 |
| NAVINFLUOR | 01/04/2025 | 37 | ₹4,210.85 | BUY | ₹155,801.45 |
| NH | 01/04/2025 | 37 | ₹1,692.05 | BUY | ₹62,605.85 |
| MUTHOOTFIN | 01/04/2025 | 44 | ₹2,382.90 | BUY | ₹104,847.60 |
| LAURUSLABS | 01/04/2025 | 168 | ₹613.40 | BUY* | ₹103,051.20 |
*We are now updating the BUY/SELL column to correctly reflect the transactions. BUY* means we buy more of an existing stock, SELL* means we sell some of the existing stocks, HOLD* means no change to the quantity of existing stocks.
The trade date for India is on 01/04/2025 with the close prices as of 28/03/2025.
