Shriram Finance (SHRIRAMFIN)
Part of the RupeeCase Allcap systematic momentum strategy. NBFC with consistent ROA expansion through the rate-cut cycle. Momentum signal held through the February sector derating.
Invest in the strategy → Strategy overviewWhy Shriram Finance is in the book
NBFC with consistent ROA expansion through the rate-cut cycle. Momentum signal held through the February sector derating.
Financial services weighting sits at 25% of the RupeeCase Allcap book, reflecting the screen favouring quality NBFCs when short rates move decisively.
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.
Shriram Finance is held at 8.3% 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.
Held by 7 RupeeCase strategies
This stock currently sits in the equity sleeve of the strategies below. Allocation reflects the latest published rebalance.