Research Model Overview

Alphaflux is Investox's long-term capital growth research model. It combines a diversified large cap core across India's five major economic sectors with a 25% midcap kicker derived from India Edge signals — rebalanced just once per year every January.

The model was designed to research whether a disciplined, low-churn, sector-balanced approach to Indian equities can consistently outperform the Nifty 50 benchmark with minimal trading activity and transaction costs.

Portfolio Allocation

Alphaflux uses a two-layer structure balancing stable large cap exposure with a tactical midcap growth component.

5-Sector Framework

The large cap core allocates equally across India's five most economically significant sectors. Equal sector weighting prevents overconcentration in any single cyclical theme.

Within each sector, Alphaflux selects the top 2 companies by market cap from the top 10 in that sector, anchoring the portfolio in dominant, liquid large cap businesses across 5 sectors (10 large cap positions total).

Backtested Model Performance

Annual Rebalancing Rules

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  January rebalancing — the model portfolio is reviewed and rebalanced once per year every January. Minimises transaction costs and tax implications.
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  Large cap core refresh — top 2 by market cap from top 10 in each sector re-screened. Composition adjusted if materially changed.
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  Midcap kicker rotation — existing midcap positions assessed against India Edge exit criteria. New India Edge signals in midcap (>₹50,000 Cr) replace exited positions.
• ⚖️
  75%/25% rebalancing — portfolio brought back to target allocation. Winners trimmed, underperformers reviewed.
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  Research documentation only — all rebalancing data published for educational purposes. Not investment recommendations.