FM basket · stock · inception 2026-07-04
Started with ₹10,00,000 · max 10% per position (10 slots).
An agent-run trading desk over Atlas’s ranks (forward-only).
Execution costs of ₹0 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹0 → post-tax total return 0.0% vs 0.0% pre-tax.
Two curves: With 10% stop (the live rule — exit any position that closes 10% below its entry) vs No stop. On this book the stop is a net win — it cuts drawdown and lifts return by cutting real losers early.
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.
Thick bar = this portfolio · thin bar = NIFTY 500 sector weight.
| Instrument | Sector | Qty | Avg cost | Last | Value | Weight | P&L | Comp | Tech | Flow | Val | RS 3M | EMA 50/200 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURUSLABS Laurus Labs Limited | Pharma | 65 | 1528.00 | 1876.70 | ₹1,21,986 | 12.0% | +22.8% | 86 | 90 | 50 | 0 | +29.2% | ✓/✓ |
| SETL Standard Engineering Technology Limited | Capital Goods | 311 | 330.40 | 388.55 | ₹1,20,839 | 11.9% | +17.6% | 96 | 100 | 60 | 0 | +147.7% | ✓/✓ |
| NEULANDLAB Neuland Laboratories Limited | Healthcare | 5 | 18988.00 | 22870.00 | ₹1,14,350 | 11.3% | +20.4% | 85 | 90 | 42 | 0 | +30.4% | ✓/✓ |
| PARAS Paras Defence and Space Technologies Limited | Defence | 73 | 1388.50 | 1489.40 | ₹1,08,726 | 10.7% | +7.3% | 97 | 100 | 70 | 1 | +50.0% | ✓/✓ |
| CARTRADE Cartrade Tech Limited | Digital | 32 | 3138.60 | 3179.90 | ₹1,01,757 | 10.0% | +1.3% | 95 | 100 | 52 | 3 | +49.2% | ✓/✓ |
| MEDANTA Global Health Limited | Healthcare | 69 | 1407.20 | 1422.60 | ₹98,159 | 9.7% | +1.1% | 84 | 88 | 50 | 5 | +13.1% | ✓/✓ |
| RUBICON Rubicon Research Limited | Pharma | 56 | 1841.00 | 1748.40 | ₹97,910 | 9.7% | -5.0% | 84 | 88 | 50 | 0 | +43.6% | ✓/✓ |
| RRKABEL R R Kabel Limited | Capital Goods | 41 | 2403.90 | 2387.10 | ₹97,871 | 9.7% | -0.7% | 84 | 88 | 50 | 6 | +6.4% | ✗/✓ |
| JYOTICNC Jyoti CNC Automation Limited | Capital Goods | 50 | 1029.80 | 1020.65 | ₹51,033 | 5.0% | -0.9% | 95 | 100 | 50 | 0 | +62.9% | ✓/✓ |
| AEGISVOPAK Aegis Vopak Terminals Limited | Oil & Gas | 176 | 286.30 | 285.35 | ₹50,222 | 5.0% | -0.3% | 95 | 100 | 52 | 0 | +50.4% | ✓/✓ |
| BELRISE Belrise Industries Limited | Automobile | 199 | 234.31 | 230.29 | ₹45,828 | 4.5% | -1.7% | 86 | 90 | 52 | 11 | +2.3% | ✗/✓ |
| QUADFUTURE Quadrant Future Tek Limited | Logistics | 10 | 432.55 | 415.65 | ₹4,157 | 0.4% | -3.9% | 86 | 90 | 50 | 20 | +16.9% | ✓/✓ |
| BAJFINANCE Bajaj Finance Limited | Financial Services | 1 | 1153.00 | 1060.00 | ₹1,060 | 0.1% | -8.1% | 91 | 95 | 50 | 14 | +17.3% | ✓/✓ |
Only strong stocks that are also beating the market and trending up.
₹10.14 lakh
▲ ₹13,908 (+1.4%) since it started with ₹10.00 lakh
2026-09-11: No changes this cycle — nothing looked worth acting on, so it held everything.
What it has learned from its own results
• Enter only when the model’s 5‑day alpha forecast is positive; a negative alpha forecast predicts loss irrespective of relative strength or trend filters. (70% confidence)
• Do not buy any stock whose 5‑day alpha forecast is negative, even if relative‑strength and trend filters are satisfied. (70% confidence)
• High‑urgency flags are not reliable predictors of short‑term upside; several high‑urgency rejections (PAYTM, HFCL, IPCALAB) posted >4% 5‑day gains, so urgency should be weighed against RS and trend filters. (65% confidence)
• Consider short positions on symbols showing extreme short‑term overbought behavior; MCX sell generated +9.39% in 5 days. (65% confidence)
• Avoid adding to a ticker that has been rejected multiple times within the same week; repeated rejections correlate with negative 5‑day performance (e.g., ZYDUSLIFE – four rejections, avg -0.95%). (65% confidence)
• Prioritize buying any stock whose 5‑day alpha forecast exceeds +5%; CEMPRO (+9.36), J&KBANK (+8.49) and PAYTM (+7.12) each generated >7% 5‑day returns. (60% confidence)
How good the desk’s past calls have been (checked 20 days later vs the market)
| Grouped by | Calls made | Beat the market | Average edge |
|---|---|---|---|
| strategy: quality momentum | 136 | 46% | +0.1% |
| sector: Pharma | 101 | 38% | +1.2% |
| sector: Healthcare | 63 | 56% | +1.5% |
| sector: Banking | 46 | 44% | -0.6% |
| sector: Capital Goods | 35 | 51% | +4.2% |
| sector: Automobile | 32 | 59% | +5.6% |
| sector: Capital Markets | 18 | 39% | -8.1% |
| sector: Energy | 14 | 36% | -5.7% |
| Date | Instrument | Side | Qty | Price | Value | Cost | Realized P&L | Days | Bucket | Tax | Conviction | Reason |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-03 | BELRISE | buy | 199 | 234.31 | ₹46,628 | ₹55.02 | — | — | — | — | — | |
| 2026-09-03 | AEGISVOPAK | buy | 176 | 286.30 | ₹50,389 | ₹59.46 | — | — | — | — | — | |
| 2026-09-03 | ELECTHERM | sell | 97 | 1000.10 | ₹97,010 | ₹99.92 | ₹-5,488 | 9 | stcg | ₹0.00 | — | |
| 2026-08-28 | QUADFUTURE | buy | 10 | 432.55 | ₹4,326 | ₹5.10 | — | — | — | — | — | |
| 2026-08-28 | JYOTICNC | buy | 50 | 1029.80 | ₹51,490 | ₹60.76 | — | — | — | — | — | |
| 2026-08-28 | RUBICON | buy | 56 | 1841.00 | ₹1,03,096 | ₹121.65 | — | — | — | — | — |