North Star
Core / Long-term Strategy
- Stock Smallcase
- High Volatility
- Optimal allocation size
- ₹5–30 lakhs
- Suggested horizon
- 3–5 years+
- Equity/ETF holdings
- Maximum 10 stocks
- Weightage reset
- As needed
- Rebalance
- As Needed
- Framework
- Hybrid Momentum
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
North Star is the flagship basket of the TrueNova Constellation Series—the first star in our research-led portfolios. The name reflects TrueNova's philosophy of providing clarity and disciplined direction through changing market conditions.
North Star is an unconstrained, multi-cap basket drawn primarily from the Nifty 500 universe, without any fixed sector, theme or market-cap allocation. It will generally hold 4-10 high-quality businesses selected for their growth potential, business strength, momentum and valuation.
When sufficient opportunities do not meet the investment criteria, the basket may allocate partially or fully to debt, liquid ETFs or other eligible instruments.
Inspired by the investment wisdom of Warren Buffett and Charlie Munger, the strategy emphasises quality, management integrity, valuation discipline and long-term compounding. It seeks to identify opportunities for potential alpha generation but does not assure or guarantee returns.
