Atlas
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FM basket · stock · inception 2026-07-04

Atlas Desk — Quality Momentum

Started with ₹10,00,000 · max 10% per position (10 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.

An agent-run trading desk over Atlas’s ranks (forward-only).

Buy rule
Every night after the marks, a Scout agent reads the fresh Atlas data (composite ranks, sector strength, relative strength, regime) and proposes additions; a Risk & Tax officer approves, resizes, defers or vetoes each; the PM buys only Risk-approved names, recording a thesis and a falsifiable exit condition per position.
Sell rule
The Scout checks every holding’s stated exit condition and rank health daily; sells go through the same Risk review (a short-term-gain exit is deferred unless the thesis-break is urgent). The whole book exits new-entry mode in Risk-Off regimes.
Universe
Trades stocks drawn from the Atlas-scored Nifty 500.
Which names
Judgment over the ranked watchlist — the agents choose among Atlas’s top-conviction names, never outside them.
Position sizing
One standard slot per buy (~10% of the book, 10 slots), execution costs and FIFO tax included. Hard caps (orders/night, per-sector, Risk-Off block) are enforced in code, not by the model.
NAV · 2026-09-08
₹10,13,908
Since inception
+1.4%
Open positions
13
Cash
₹11
Costs paid (in NAV)
₹4,530
Tax accrued · post-tax NAV
₹4,516 · ₹10,09,391
Backtest · 2018-09-28 → 2026-09-08

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 2026-09-08
1Y return
0.0%
3Y CAGR
0.0%
5Y CAGR
0.0%
CAGR · 8.0y
0.0%
since earliest NAV
Volatility
0.0%
annualised
Sharpe
—
rf 6.5%
Sortino
—
rf 6.5%
Max drawdown
0.0%
From NAV history 2018-09-28 → 2026-09-08 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

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.

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.
Capital Goods26.6% vs 0.0% (+26.6)
Pharma21.7% vs 0.0% (+21.7)
Healthcare21.0% vs 0.0% (+21.0)
Defence10.7% vs 0.0% (+10.7)
Digital10.0% vs 0.0% (+10.0)
Oil & Gas5.0% vs 0.0% (+5.0)
Automobile4.5% vs 0.0% (+4.5)
Logistics0.4% vs 0.0% (+0.4)
Financial Services0.1% vs 0.0% (+0.1)

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
89.5
Above 50 EMA
86%
Above 200 EMA
100%
Weighted RS 3M
+46.8%
Risk flags
0
Open positions

Holdings (13)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
LAURUSLABS
Laurus Labs Limited
Pharma651528.001876.70₹1,21,98612.0%+22.8%8690500+29.2%✓/✓
SETL
Standard Engineering Technology Limited
Capital Goods311330.40388.55₹1,20,83911.9%+17.6%96100600+147.7%✓/✓
NEULANDLAB
Neuland Laboratories Limited
Healthcare518988.0022870.00₹1,14,35011.3%+20.4%8590420+30.4%✓/✓
PARAS
Paras Defence and Space Technologies Limited
Defence731388.501489.40₹1,08,72610.7%+7.3%97100701+50.0%✓/✓
CARTRADE
Cartrade Tech Limited
Digital323138.603179.90₹1,01,75710.0%+1.3%95100523+49.2%✓/✓
MEDANTA
Global Health Limited
Healthcare691407.201422.60₹98,1599.7%+1.1%8488505+13.1%✓/✓
RUBICON
Rubicon Research Limited
Pharma561841.001748.40₹97,9109.7%-5.0%8488500+43.6%✓/✓
RRKABEL
R R Kabel Limited
Capital Goods412403.902387.10₹97,8719.7%-0.7%8488506+6.4%✗/✓
JYOTICNC
Jyoti CNC Automation Limited
Capital Goods501029.801020.65₹51,0335.0%-0.9%95100500+62.9%✓/✓
AEGISVOPAK
Aegis Vopak Terminals Limited
Oil & Gas176286.30285.35₹50,2225.0%-0.3%95100520+50.4%✓/✓
BELRISE
Belrise Industries Limited
Automobile199234.31230.29₹45,8284.5%-1.7%86905211+2.3%✗/✓
QUADFUTURE
Quadrant Future Tek Limited
Logistics10432.55415.65₹4,1570.4%-3.9%86905020+16.9%✓/✓
BAJFINANCE
Bajaj Finance Limited
Financial Services11153.001060.00₹1,0600.1%-8.1%91955014+17.3%✓/✓
AI desk

What this fund did lately, and why

Every evening after the market closes, an AI desk reviews Atlas’s scores and decides what to buy or sell — each buy with a built-in loss limit and profit target. This is its latest decision in plain terms; the full night-by-night log is in the transactions below.

Quality Momentum

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 byCalls madeBeat the marketAverage edge
strategy: quality momentum13646%+0.1%
sector: Pharma10138%+1.2%
sector: Healthcare6356%+1.5%
sector: Banking4644%-0.6%
sector: Capital Goods3551%+4.2%
sector: Automobile3259%+5.6%
sector: Capital Markets1839%-8.1%
sector: Energy1436%-5.7%
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
2026-09-03BELRISEbuy199234.31₹46,628₹55.02—————
2026-09-03AEGISVOPAKbuy176286.30₹50,389₹59.46—————
2026-09-03ELECTHERMsell971000.10₹97,010₹99.92₹-5,4889stcg₹0.00—
2026-08-28QUADFUTUREbuy10432.55₹4,326₹5.10—————
2026-08-28JYOTICNCbuy501029.80₹51,490₹60.76—————
2026-08-28RUBICONbuy561841.00₹1,03,096₹121.65—————