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Rule-based · EMA 50/200 crossover · fund · inception 2026-07-05

MF Golden Cross — Mid Cap

Started with ₹10,00,000 · max 13% per position (8 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 50/200 EMA crossover on mutual-fund NAVs — a long-horizon golden-cross rule.

Buy rule
Buys a fund on the day its 50-day NAV moving average crosses ABOVE its 200-day — a golden cross, the classic long-term uptrend signal (the slow 200-day average suits the smoother, slower-moving nature of fund NAVs).
Sell rule
Sells on the day the 50-day average crosses back BELOW the 200-day — the death cross.
Universe
Trades mid-cap equity mutual funds, using each fund's NAV.
Which names
When more funds qualify than there are slots, they fill in signal order (deterministic).
Position sizing
Starts fully in cash, buys only on a fresh golden cross, 13% per fund (~8 slots). NAV is net of the MF exit load (charged when a fund is redeemed within a year), and post-tax returns apply equity-MF capital-gains rules (20% short-term, 12.5% long-term after a year).
NAV · 2026-09-08
₹10,24,051
Since inception
+2.4%
Open positions
3
Cash
₹6,24,311
Costs paid (in NAV)
₹19
Tax accrued · post-tax NAV
₹0 · ₹10,24,051
Backtest · 2018-09-28 → 2026-09-04

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 2026-09-04
1Y return
+2.0%
3Y CAGR
+10.3%
5Y CAGR
+12.1%
CAGR · 8.0y
+11.3%
since earliest NAV
Volatility
16.4%
annualised
Sharpe
0.29
rf 6.5%
Sortino
0.40
rf 6.5%
Max drawdown
-33.8%
From NAV history 2018-09-28 → 2026-09-04 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹40,277 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹1,56,968 → post-tax total return +120.3% vs +136.0% 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 2026-09-08
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.
Funds100.0% vs 0.0% (+100.0)

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
—
Above 50 EMA
—
Above 200 EMA
—
Weighted RS 3M
—
Risk flags
0
Open positions

Holdings (3)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
Motilal Oswal Midcap Reg Gr
fund
—1,290.66697.25104.54₹1,34,93013.2%+7.5%——————/—
Taurus Discovery (Midcap) Dir Gr
fund
—984.435126.97135.55₹1,33,44013.0%+6.8%——————/—
Taurus Discovery (Midcap) Gr
fund
—1,034.081121.04127.73₹1,32,08312.9%+5.5%——————/—
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
2026-07-24Motilal Oswal Midcap Reg Grbuy1,290.66697.25₹1,25,511₹6.28—————signal
2026-07-16Taurus Discovery (Midcap) Grbuy1,034.081121.04₹1,25,165₹6.26—————signal
2026-07-07Taurus Discovery (Midcap) Dir Grbuy984.435126.97₹1,24,994₹6.25—————signal