the Value strategy underperformed the market in November 2024 falling more than the market, and was down -2.50%.
the Value strategy underperformed the market, falling more than the market, and was Down -8.42% for the month of October 2024.
the Value strategy continued its performance and was Up +0.60% for the month of September 2024.
the Value strategy was Down -1.35% for the month of August 2024.
the Value strategy continued its outperformance, and was up +14.15% for the month of July 2024.
the Value strategy was up +4.28% for the month of June 2024.
the Value strategy continued Its outperformance this month, driven by individual stocks in the Portfolio, and was up +4.68% for the month of May 2024.
the Value Strategy was Up +6.80% for the month of April 2024.
the Value Strategy was Down -4.72% for the month of March 2024.
the Value Strategy was Down -0.83% for the month of February 2024.
the Value Strategy was up +3.77% for the month of January 2024.
The QuantMomo team started investing in the Value Strategy live in their accounts. The trades were placed in the market on January 1st 2024. We will use ₹10,00,000 as the allocation for this portfolio and track its performance over the course of the year.
Important Note: The value strategy rebalances its positions once a year and the results we provide on a monthly basis will be for information only.
| Symbol | Trade Date | Number of Shares | Price per Share | Total |
|---|---|---|---|---|
| NESTLEIND.NS | 01/01/2024 | 27 | ₹2,658.03 | ₹71,766.81 |
| TATAELXSI.NS | 01/01/2024 | 8 | ₹8,753.45 | ₹70,027.60 |
| TCS.NS | 01/01/2024 | 19 | ₹3,793.40 | ₹72,074.60 |
| CAMS.NS | 01/01/2024 | 27 | ₹2,651.40 | ₹71,587.80 |
| COLPAL.NS | 01/01/2024 | 28 | ₹2,529.70 | ₹70,831.60 |
| CLEAN.NS | 01/01/2024 | 46 | ₹1,549.10 | ₹71,258.60 |
| HINDZINC.NS | 01/01/2024 | 225 | ₹318.05 | ₹71,561.25 |
| FINEORG.NS | 01/01/2024 | 14 | ₹4,978.25 | ₹69,695.50 |
| TRIVENI.NS | 01/01/2024 | 207 | ₹344.70 | ₹71,352.90 |
| SUZLON.NS | 01/01/2024 | 1870 | ₹38.20 | ₹71,434.00 |
| SANOFI.NS | 01/01/2024 | 9 | ₹8,067.55 | ₹72,607.95 |
| PGHH.NS | 01/01/2024 | 4 | ₹17,366.05 | ₹69,464.20 |
| MMTC.NS | 01/01/2024 | 1194 | ₹59.80 | ₹71,401.20 |
| CASTROLIND.NS | 01/01/2024 | 397 | ₹179.75 | ₹71,360.75 |
| Total | ₹9,96,424.76 |
