Coal India (COALINDIA)
Part of the RupeeCase Allcap systematic momentum strategy. Dividend yield and coal-price stability give it both defensive and pro-cyclical characteristics. Long-standing holder across rebalances.
Invest in the strategy → Strategy overviewWhy Coal India is in the book
Dividend yield and coal-price stability give it both defensive and pro-cyclical characteristics. Long-standing holder across rebalances.
The thermal-coal-plus-power-grid combination forms the income-defensive core.
Rebalance history
RETAINED Held through 2026-04-20 rebalance
RETAINED Held through 2026-04-13 rebalance
RETAINED Held through 2026-03-30 rebalance
How the selection works
The RupeeCase Allcap strategy picks ten stocks from the Nifty 50 universe on a fortnightly cadence. Selection is driven by a momentum screen that blends price trend, earnings revisions, and cross-sectional ranking. Position sizing is equal-weighted, so no single name dominates the book.
Coal India is held at 9.6% of the portfolio as of 2026-04-20. The next scheduled rebalance is 2026-05-04. If the momentum score falls below the cutoff, the name is replaced at the next cycle.