Alpha Momentum – Equity Momentum Investing (Medium to Long Term)

Alpha Momentum is a structured equity research framework focused on momentum-based analysis of individual stocks using predefined, rule-driven methodologies. The framework applies systematic screening based on price behaviour, volume patterns, and momentum indicators to support disciplined stock analysis and structured portfolio review over medium-term horizons.

The portfolio is reviewed and rebalanced on a fixed, predetermined date each month based on the model’s criteria. At any given time, the framework typically maintains a limited set of selected stocks (generally between 10 to 15) across multiple sectors, as defined by the underlying screening and selection rules.

Risk Disclosure

Equity markets are subject to market risks and price volatility. Alpha Momentum follows a purely momentum-based research approach and does not incorporate fundamental analysis or traditional discretionary technical methods. The framework relies entirely on rule-driven momentum signals and predefined criteria.

Rebalancing is conducted only on fixed, predetermined dates each month. As a result, the framework may not respond to interim market movements, and there may be instances of missed entries or exits due to price gaps, including gap-ups and gap-downs.

Momentum-based analysis may be sensitive to changes in market conditions and trend behaviour. Returns are not guaranteed, and all insights should be assessed in line with the investor’s individual risk profile, time horizon, and financial objectives.

Subscription

Price: ₹ 14,400 per year