Bamboo Root - ETF Edition
What it doesBamboo Root - ETF Edition selects a diversified basket from the local multi-asset ETF universe using rules-based price momentum.What it does not doIt does not provide stock tips, guarantee returns, execute trades, manage client funds, or provide personalised suitability advice.Rules-based multi-asset ETF momentum model portfolio using equity, debt, commodity, REIT, and INVIT ETFs
Bamboo Root - ETF Edition selects a diversified basket from the local multi-asset ETF universe using rules-based price momentum.
Quick fit
Risk
Moderate
Rebalance
Monthly
Capital
₹100,000
Holdings
13
Best suited for
Fast growth
Risk level
Moderate
Suggested horizon
3Y+
Rebalance frequency
Monthly
Target holdings
13
Minimum capital
₹100,000
Backtest
How has this strategy behaved historically?
Review simulated portfolio growth, benchmark comparison, drawdowns and risk-adjusted performance. Historical results are hypothetical and subject to the assumptions and limitations described below.
Methodology
Process summary
Bamboo Root - ETF Edition selects a diversified basket from the local multi-asset ETF universe using rules-based price momentum.
Methodology note 1+
Bamboo Root - ETF Edition selects a diversified basket from the local multi-asset ETF universe using rules-based price momentum.
Methodology note 2+
The model ranks eligible ETFs by the average of their three, six, and twelve month returns, skipping the most recent trading month by default. It can require positive average momentum, a twelve month absolute return hurdle, proximity to the 52-week high, and price above the 200-day EMA. The current research grid tests four to eight equal-weight holdings with no holding buffer and monthly rebalancing.
Methodology note 3+
If no ETF qualifies, residual capital is allocated to the configured safe asset/cash sleeve.
Methodology note 4+
Backtests include declared dividends and distributions where event data is available for the held asset during the holding period.
Portfolio
Holdings and rebalance information
Preview the model portfolio structure and review subscriber-only implementation material in one place.
Model portfolio glimpse
Top 5 holdings
NXST
Commerical Retail
EMBASSY
Commerical Office
INDIGRID
Power Transmission and Generation
Subscriber access required
Unlock the latest model portfolio, target weights, CSV exports, and recent rebalance notes with an active subscription or manual access grant.
Risks
Primary risks to understand
These risks are not exhaustive. Read the complete risk list before subscribing.
Pricing
Subscription and implementation summary
Monthly price
₹2,500/month
Minimum capital
₹100,000
Recommended capital
₹5,00,000
Basket execution remains client-directed through the broker. No POA and no auto-execution.
Disclosures
Detailed disclosures
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Backtested returns are illustrative and do not indicate guaranteed future performance. Model portfolios are research products and are not trade execution services.
Vriksha Research · SEBI-registered Research Analyst · Registration No. INH000027788
Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Suitability: NA · Target investor: NA
Grievance Officer: Prathmesh Jaiprakash Gupta, SEBI-registered Research Analyst (Registration No. INH000027788). Contact: gupta.prathmesh@yahoo.in / +91 9930521527.
Investor grievances may be lodged on SEBI SCORES or through the SMART ODR platform.