Why is timing so tricky in investing?

Have you ever bought a stock that looked strong — only to see it do nothing for months? Or watched another stock go up right after you sold it?

That’s the problem. Even good companies can stay flat for years. And undervalued stocks can take forever to show results. Timing matters as much as picking the right business.

So, how do you catch strong companies at the right time?

This is where the Smart Momentum WealthBasket comes in.

It focuses on fundamentally strong companies, available at a good value, and already showing a positive trend.

What is Smart Momentum?

Think of it as a smarter filter. Instead of just chasing “hot” stocks, this basket looks for three things together:

  • Quality → Is the company solid? (steady profits, low debt, strong track record)
  • Value → Is it priced fairly, or better yet, available at a discount?
  • Momentum → Is the stock already moving up in the market?

This mix helps you avoid the trap of holding good companies at the wrong time.

Data-Driven and Tested Across Cycles

Smart Momentum is system-driven, not opinion-driven. Every stock selection is backed by research and algorithms refined across multiple market cycles.

The basket draws from India’s top 500 listed stocks by market capitalization. It applies filters for liquidity (so you don’t get stuck in illiquid stocks), then evaluates each stock against customised quality, value, and momentum scores. 

How Rebalancing Works

Rebalancing is what keeps Smart Momentum fresh and relevant.

Stocks are added when they improve in quality, offer better value, or show strengthening price momentum.

Stocks that slow down, lose momentum, or see deterioration in fundamentals are dropped.

For example, in the latest rebalance (as of September 12, 2025):

  • Added → Tata Consultancy Services, Infosys, Petronet LNG, Hindustan Zinc, General Insurance Corporation of India, National Aluminium Company, and Finolex Cables added due to stronger fundamentals and price traction.
  • Removed → Britannia Industries, Reliance Industries, Kotak Mahindra Bank, Berger Paints, Aptus Value Housing Finance, Endurance Technologies, Union Bank of India, and GlaxoSmithKline Pharma, as they slipped in rankings due to relatively weaker momentum or valuations as compared to the stocks added

This rules-based approach keeps your basket fresh and aligned with today’s opportunities.

What Makes It “Smart”?

Unlike most momentum strategies, it doesn’t just chase stocks going up. That can be risky.

Here, momentum is combined with quality and value filters. Weak businesses and overpriced stocks don’t make the cut.

The result? A more resilient strategy that works better across market cycles — not just in short bursts.

The Bottom Line

Markets are unpredictable in the short run. But patterns do emerge. Strong companies bought at the right value, with rising momentum, often deliver the best results.

The Smart Momentum WealthBasket is built to follow those patterns — so you don’t have to chase them on your own.

Disclaimer and Disclosure 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Registration granted by SEBI, enlistment as Research Analyst with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Kindly refer to  https://share.market/ for more details.Investments in WealthBaskets are subject to the Terms of Service. All investors are advised to conduct their own independent research into investment strategies before making an investment decision. PPWB acts as a distributor of mutual funds and it is not an exchange traded product. PPWB acts as a distributor of mutual funds and WealthBaskets and it is not an exchange traded product. Disputes with respect to the distribution activity of Mutual Funds and WealthBaskets will not have access to Exchange investor redressal or Arbitration mechanism. The securities are quoted as an example and not as a recommendation. This is for informational purposes and should not be considered as recommendations.

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