Tq iDeA$  ·  Nifty 750 Universe  ·  Est. 2019

The best decisions
are made with
data.

Tq iDeA$ is a closed-loop, price-action driven fund generating alpha from the Nifty 750 — through disciplined monthly rebalancing, equal-weight positioning, and zero human discretion in stock selection. Participation is by invitation only.

Live Performance Snapshot
Live CAGR (Apr'21–Jun'25)~50%
Backtest CAGR (Mar'12–Mar'21)57.1%
Monthly Win Rate (live)78.9%
Outperformance vs Nifty 500
Portfolio Stocks7–12
Rebalancing FrequencyMonthly (1st day)
Scroll
~50%
Live CAGR
57.1%
Backtest CAGR
78.9%
Live Win Rate
3×
vs Nifty 500
750
Stock Universe
7–12
Positions Held
12
Trades / Year
2019
Founded
The Methodology

What is Tq iDeA$?

iDeA$ is an investment methodology that generates alpha by identifying companies with strong growth potential from the Nifty 750 Index (Nifty 500 + Microcap 250) — taking high-conviction bets while effectively managing risk.

Built on monthly rate-of-change signals, the model avoids over-churn while giving each idea enough time to develop. No knee-jerk reactions to market noise. The attachment is to the process.

Every stock selection decision is non-discretionary — driven by price action mathematics. Human oversight validates quant output; it never replaces it.

Read the full strategy
Price Action Framework
Non-discretionary signals from 12-month rate-of-change and relative strength. No emotions, no bias.
Equal-Weight Allocation
All positions carry identical capital weight — eliminating concentration risk.
Monthly Rebalancing Only
One action day per month. 12 defined trades per year. Simplicity breeds consistency.
Long Only · Zero Leverage
No derivatives. No IPOs. No SME. No leverage. Pure long equity — clean and transparent.
How It Works

Universe → Screening → Ranking → Portfolio

A three-stage quant funnel reduces 750 stocks to 7–12 high-conviction positions, executed on the first trading day each month.

Stage 1 · Universe
Nifty 750 — Full Landscape
Start with all 750 NSE-listed securities across Nifty 500 + Microcap 250. Universe defined by NSE market-cap indices.
Stage 2 · Momentum Screen
Rate-of-Change Screening
Screen all 750 stocks using 12-month price rate-of-change. Relative strength filter narrows to the top 25–50 ranked stocks.
Stage 3 · Final Selection
Ultra Filter — 7 to 12 Picks
20-year pattern analysis selects 7–12 final stocks. Human-in-the-loop validates quant output. Rebalanced on the first trading day each month.
Track Record

9-Year Backtest.
50 Months Live.

Live performance aligning with and exceeding backtested expectations — verified via monthly CDSL reports.

Live Performance · Apr 2021 – Jun 2025 · 50 Months
~50%
CAGR · live & verified
Max Drawdown–22%
Win Rate78.9%
Best Winning Streak19 months
Max Gain in a Month+16.0%
Max Loss in a Month–12.7%
Backtest · Mar 2012 – Mar 2021 · 108 Months
57.1%
CAGR over 9 years
Max Drawdown–22.57%
Win Rate74.3%
Best Winning Streak13 months
Max Gain in a Month+25.34%
Max Loss in a Month–18.95%
Outperformance
vs Nifty 500
130d
Avg holding
winning stock
55d
Avg holding
losing stock
₹5Cr
Avg position size
(₹50Cr portfolio)
How Tq iDeA$ compares
Strategy / FundApproachCAGR (Live)Universe
Tq iDeA$Price Action Quant · Monthly ~50%Nifty 750
Top PMS Funds (Jun '25)Discretionary ActiveVariesBroad
Top Small Cap MF~100 stock portfolio20–30%Small Cap
Nifty 500 (Benchmark)Passive Index~15–18%Nifty 500

Past performance does not guarantee future results. There are no assured returns in equity investing.

Portfolio Construct

Built for Liquidity & Risk

Nifty 750
Nifty 500 + Microcap 250
750stocks
↓ 12-month rate-of-change screening
Momentum Shortlist
Highest relative strength
25–50stocks
↓ 20-year pattern analysis · human validation
Tq iDeA$ Portfolio
High-conviction · equal-weight
7–12stocks
Liquidity-Conscious Sizing
₹5 Cr per stock in a ₹50 Cr portfolio — well within range for entry and exit. Orders over 20% of daily volume managed via market protection orders.
Cut Losses Early, Ride Winners
Avg 130 days for winners vs 55 days for losers. Bears win battles, bulls win wars — the process is tuned accordingly.
No Special Situations
No IPOs. No SME. No leverage. No derivatives. Long-only within NSE market-cap index constituents only.
Law of Large Numbers
As monthly observations accumulate, returns converge to the true mean — reducing outlier dependency over time.
Trust & Transparency

Governance Framework

12 defined trades per year. Audited quarterly. Tracked monthly.

12 Defined Trades / Year
One rebalancing event per month. No discretionary intra-month activity. Simplicity creates accountability.
Quarterly Audits
Mutually agreed independent auditor manages books. Robust governance with quarterly audit cycles.
Monthly CDSL Reports
CDSL demat tracking after every trade. Full position-level transparency delivered to all partners monthly.

"When you trade longer, you only need to be right 51% of the time — build superior returns with a data-driven model that has consistently generated ~50% live CAGR, outperforming India's top funds through a disciplined, monthly rebalanced Nifty 750 portfolio."

Tq iDeA$ Investment Thesis  ·  [email protected]
⚠ There are no assured returns in equity investing. Past performance is not indicative of future results. All information is for educational purposes only — not investment advice. Consult your financial advisor before investing.
Closed Partnership

A private, invitation-only
investment circle.

Tq iDeA$ operates as a closed-loop fund with a fixed partner base. New participation is not open to the public — we occasionally admit a small number of carefully considered partners when capacity allows.

Fixed
Partner Base
2019
Established
Invite
Only Access
Get in Touch Read the Strategy
Tq iDeA$ — Fund Status
Closed to new partners
StrategyQuant Momentum · Nifty 750
StructureClosed-loop partnership
RebalanceMonthly · 1st trading day
Portfolio7–12 stocks · Equal weight
Live CAGR~50% (Apr'21–Jun'25)
Drawdown−22% max
LeverageNone · Long only