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Rule-based · EMA 10/21 crossover · stock · inception 2026-07-03

EMA Crossover 10/21

Started with ₹10,00,000 · max 8% per position (12 slots).

Rule-based strategy

How this strategy works

A plain-English description of exactly what this portfolio does — its buy and sell rules, universe, and how positions are chosen and sized. Generated from the live strategy parameters, so it always matches what is actually running.

A 10/21 EMA crossover rule.

Buy rule
Buys a name on the day its 10-day exponential moving average (a fast measure of price trend) crosses ABOVE its 21-day average — the moment an uptrend begins.
Sell rule
Sells on the day the 10-day average crosses back BELOW the 21-day average — the moment the uptrend reverses.
Universe
Trades stocks drawn from the Atlas-scored Nifty 500.
Which names
When more names qualify than there are open slots, it holds the ones with the highest Atlas composite score on the signal day.
Position sizing
Starts 100% in cash and only ever buys on a fresh signal. Each position is capped at 8% of portfolio value — about 12 equal slots — with execution costs deducted and trades filled at the next session's close (no look-ahead).
NAV · 2026-07-10
₹9,88,404
Since inception
-1.2%
Open positions
12
Cash
₹48,014
Costs paid (in NAV)
₹1,468
Tax accrued · post-tax NAV
₹53 · ₹9,88,351
Backtest · 2018-07-31 → 2026-07-08

If this rulebook had run for the last 5 years

The same engine replayed over stored history: same entry/exit rule, same composite ranking, same sizing — trades fill at real stored closes, next session after the signal.
Growth of ₹100 vs NIFTY 500
as of 2026-07-08
1Y return
+8.3%
3Y CAGR
+28.4%
5Y CAGR
+21.0%
CAGR · 8.0y
+18.0%
since earliest NAV
Volatility
21.1%
annualised
Sharpe
0.54
rf 6.5%
Sortino
0.97
rf 6.5%
Max drawdown
-46.8%
From NAV history 2018-07-31 → 2026-07-08 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹3,18,953 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹14,27,833 → post-tax total return +155.9% vs +298.6% pre-tax.

Survivor-only backtest. The universe is today’s Atlas-scored names applied backwards, so stocks that delisted or collapsed never appear. Real drawdowns would be worse — read these returns as an optimistic upper bound, not a promise.

Live paper-track

NAV since inception

as of 2026-07-10
Exposure

Sector weights vs NIFTY 500

Portfolio sector weights (by market value) against the live NIFTY 500 sector weights from index constituents — where this book is over- and under-weight the market.
FMCG33.0% vs 0.0% (+33.0)
Automobile17.2% vs 0.0% (+17.2)
Healthcare16.6% vs 0.0% (+16.6)
Capital Goods8.9% vs 0.0% (+8.9)
Media8.3% vs 0.0% (+8.3)
Chemicals8.1% vs 0.0% (+8.1)
Digital8.0% vs 0.0% (+8.0)

Thick bar = this portfolio · thin bar = NIFTY 500 sector weight.

Atlas read

What the lens engine says about this book

Value-weighted over current holdings, from the latest lens snapshot and technicals: composite score, internal breadth (share of book above its 50/200 EMA), relative strength vs NIFTY 500 over 3 months, and any active risk flags.
Weighted composite
35.7
Above 50 EMA
75%
Above 200 EMA
25%
Weighted RS 3M
+0.1%
Risk flags
0
Open positions

Holdings (12)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
RHIM
RHI MAGNESITA INDIA LIMITED
Capital Goods207384.30402.55₹83,3288.4%+4.7%752260+0.7%✓/✗
ARE&M
Amara Raja Energy & Mobility Limited
Automobile93855.15869.50₹80,8648.2%+1.7%56556058+14.0%✓/✗
UNOMINDA
UNO Minda Limited
Automobile701126.101154.50₹80,8158.2%+2.5%6365429+3.8%✓/✓
DABUR
Dabur India Limited
FMCG179444.35443.15₹79,3248.0%-0.3%735231-1.6%✓/✗
NATCOPHARM
Natco Pharma Limited
Healthcare82961.60961.60₹78,8518.0%0.0%50505073-16.2%✗/✗
UBL
United Breweries Limited
FMCG591345.001328.20₹78,3647.9%-1.2%505019-12.0%✗/✗
PVRINOX
PVR INOX Limited
Media791001.25989.50₹78,1717.9%-1.2%15105845+1.0%✓/✗
HINDUNILVR
Hindustan Unilever Limited
FMCG362201.202144.50₹77,2027.8%-2.6%505040-3.8%✗/✗
FORTIS
Fortis Healthcare Limited
Healthcare81980.05951.45₹77,0677.8%-2.9%83884215+8.9%✓/✓
AARTIIND
Aarti Industries Limited
Chemicals163487.70467.95₹76,2767.7%-4.0%83884220+7.1%✓/✓
INTELLECT
Intellect Design Arena Limited
Digital101787.00743.25₹75,0687.6%-5.6%48485037+6.1%✓/✗
BRITANNIA
Britannia Industries Limited
FMCG145379.005361.50₹75,0617.6%-0.3%1055027-6.8%✓/✗
Audit trail

Transactions

Every fill with its execution cost (STT/stamp/exchange/GST at the booked rates) and, on sells, the FIFO realized P&L, holding days, STCG/LTCG bucket and provisional tax. Rates are editable on /admin/thresholds.
DateInstrumentSideQtyPriceValueCostRealized P&LDaysBucketTaxReason
2026-07-10NATCOPHARMbuy82961.60₹78,851₹93.04————signal
2026-07-10NAVAsell128596.60₹76,365₹78.66₹-3,4694stcg₹0.00signal
2026-07-07FORTISbuy81980.05₹79,384₹93.67————signal
2026-07-07CROMPTONsell295272.30₹80,329₹82.74₹2651stcg₹53.10signal
2026-07-06UNOMINDAbuy701126.10₹78,827₹93.02————signal
2026-07-06PVRINOXbuy791001.25₹79,099₹93.34————signal