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FM basket · stock + etf · inception 2020-09-28

MaaL Leaders

Mirrored from clients.jslwealth.in as of 2026-09-09 · max 25% per position (4 slots).

Manual basket

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 hand-picked basket — no automated rule.

Buy rule
Instruments are added by the fund manager; each is bought at the last EOD close when added.
Sell rule
Positions are held until the fund manager sells them.
Universe
Trades stocks and ETFs drawn from the Atlas-scored Nifty 500.
Which names
The fund manager chooses every holding directly.
Position sizing
Each position is sized up to 25% of the portfolio (about 4 equal slots), execution costs included.
NAV · 2026-09-09
₹50,81,385
Since inception
+224.6%
Open positions
11
Cash
₹15,83,585
Costs paid (in NAV)
₹18,68,440
Tax accrued · post-tax NAV
₹0 · ₹50,81,385
Client statement · computed 2026-09-09

Performance, as the client's portal reports it

Copied from clients.jslwealth.in, not recalculated here. The headline is the portal’s Modified-Dietz adjusted return, the same figure the official PMS statement carries. XIRR and CAGR annualise, so they are only shown once a book is past one year — below that the absolute 1m/3m/6m returns are the honest answer.
Since inception
+224.6%
Benchmark
+67.3%
Max drawdown
-18.5%
Volatility
14.6%
XIRR
+19.1%
CAGR
+21.9%
1 year
+18.3%
Sharpe
1.05
Live paper-track

NAV since inception

as of 2026-09-09
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.
Oil & Gas91.3% vs 0.0% (+91.3)
Digital44.6% vs 0.0% (+44.6)
Metal19.7% vs 0.0% (+19.7)
Gold19.6% vs 0.0% (+19.6)
Capital Markets15.5% vs 0.0% (+15.5)
Silver9.3% vs 0.0% (+9.3)
Infrastructure-6.3% vs 0.0% (-6.3)
Broad Index-8.1% vs 0.0% (-8.1)
Banking-13.5% vs 0.0% (-13.5)
Pharma-19.4% vs 0.0% (-19.4)
Automobile-52.8% vs 0.0% (-52.8)

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
32.9
Above 50 EMA
80%
Above 200 EMA
-1%
Weighted RS 3M
-41.0%
Risk flags
1
Open positions

Holdings (18)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
OIL
Oil India Limited
Oil & Gas2,760483.53487.00₹13,44,12026.5%+0.7%90954256-3.2%✓/✓
RELIANCE
Reliance Industries Limited
Oil & Gas9121292.521309.50₹11,94,26423.5%+1.3%19155049-0.8%✓/✗
HINDCOPPER
Hindustan Copper Limited
Metal1,920561.14509.10₹9,77,47219.2%-9.3%7983508-3.8%✗/✓
MEESHO
Meesho Limited
Digital3,936214.33210.30₹8,27,74116.3%-1.9%57585010+20.8%✓/✗
RVNL
⚑Rail Vikas Nigam Limited
Infrastructure2,658236.12210.05₹5,58,31311.0%-11.0%1184221-12.4%✗/✗
GOLDBEES
NIPPON INDIA GOLD BEES ETF
Gold4,33429.13125.58₹5,44,26410.7%+331.1%——————/—
CDSL
Central Depository Services (India) Limited
Capital Markets3041013.051414.90₹4,30,1308.5%+39.7%8690508+14.1%✓/✓
HINDZINC
Hindustan Zinc Limited
Metal724514.21589.15₹4,26,5458.4%+14.6%82855036+1.5%✓/✓
NYKAA
FSN E-Commerce Ventures Limited
Digital1,238340.10332.70₹4,11,8838.1%-2.2%8488500+23.4%✓/✓
NIFTYBEES
NIPPON INDIA ETF NIFTY 50 BEES
Broad Index1,467260.77271.21₹3,97,8657.8%+4.0%——————/—
SILVERBEES
NIPPON INDIA SILVER ETF
Silver1,18159.00219.96₹2,59,7735.1%+272.8%——————/—
M&M
Mahindra & Mahindra Limited
Automobile-1162789.273160.00₹-3,66,560-7.2%+13.3%76785848+2.1%✗/✗
JSFB
Jana Small Finance Bank Limited
Banking-695571.58538.50₹-3,74,258-7.4%-5.8%9195500+9.7%✓/✓
DIVISLAB
Divi's Laboratories Limited
Pharma-589575.609315.00₹-5,40,270-10.6%-2.7%8690500+38.4%✓/✓
HDFCSML250
HDFC NIFTY SMALLCAP 250 ETF
Broad Index-3,334186.42186.73₹-6,22,558-12.3%+0.2%——————/—
DELHIVERY
Delhivery Limited
Infrastructure-1,616441.74453.80₹-7,33,341-14.4%+2.7%46455014-1.1%✗/✓
JINDALSAW
Jindal Saw Limited
Metal-2,766289.88309.55₹-8,56,215-16.9%+6.8%86905039+26.7%✓/✓
ATHERENERG
Ather Energy Limited
Automobile-6881611.041599.30₹-11,00,318-21.7%-0.7%8488500+55.1%✓/✓
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&LDaysBucketTaxConvictionReason
2026-09-02MEESHObuy984213.11₹2,10,899₹214.33—————manual
2026-09-02MEESHObuy984213.11₹2,10,899₹214.33—————manual
2026-09-02MEESHObuy984213.11₹2,10,899₹214.33—————manual
2026-09-02MEESHObuy984213.11₹2,10,899₹214.33—————manual
2026-09-01M&Msell583228.38₹1,87,246₹3,228.38₹-15,97125STCG——manual
2026-09-01M&Msell583228.38₹1,87,246₹3,228.38₹-15,97125STCG——manual