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Rule-based · EMA 50/200 crossover · stock · inception 2026-07-03

Golden Cross 50/200

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 50/200 EMA crossover rule.

Buy rule
Buys a name on the day its 50-day exponential moving average (a fast measure of price trend) crosses ABOVE its 200-day average — the moment an uptrend begins.
Sell rule
Sells on the day the 50-day average crosses back BELOW the 200-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
₹9,95,113
Since inception
-0.5%
Open positions
10
Cash
₹2,31,394
Costs paid (in NAV)
₹1,078
Tax accrued · post-tax NAV
₹0 · ₹9,95,113
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
+19.3%
3Y CAGR
+32.3%
5Y CAGR
+27.4%
CAGR · 8.0y
+22.6%
since earliest NAV
Volatility
21.4%
annualised
Sharpe
0.75
rf 6.5%
Sortino
1.16
rf 6.5%
Max drawdown
-34.3%
From NAV history 2018-07-31 → 2026-07-08 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹36,608 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹3,06,856 → post-tax total return +385.8% vs +416.5% 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.
Capital Markets21.1% vs 0.0% (+21.1)
Financial Services21.0% vs 0.0% (+21.0)
IT10.4% vs 0.0% (+10.4)
Realty10.3% vs 0.0% (+10.3)
Defence9.7% vs 0.0% (+9.7)
Pharma9.6% vs 0.0% (+9.6)
Capital Goods9.1% vs 0.0% (+9.1)
FMCG8.7% vs 0.0% (+8.7)

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
87.7
Above 50 EMA
91%
Above 200 EMA
91%
Weighted RS 3M
+10.8%
Risk flags
0
Open positions

Holdings (10)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
CHOICEIN
Choice International Limited
Capital Markets101769.10830.45₹83,8758.4%+8.0%94100350+15.0%✓/✓
PAYTM
One 97 Communications Limited
Financial Services651218.201262.90₹82,0898.2%+3.7%96100606+9.1%✓/✓
REDINGTON
Redington Limited
IT288276.75274.75₹79,1288.0%-0.7%89953251+20.9%✓/✓
PRESTIGE
Prestige Estates Projects Limited
Realty471635.301673.90₹78,6737.9%+2.4%8690503+23.3%✓/✓
HOMEFIRST
Home First Finance Company India Limited
Financial Services651199.801202.30₹78,1507.9%+0.2%91955038+7.2%✓/✓
AIIL
Authum Investment & Infrastructure Limited
Capital Markets153522.25507.50₹77,6487.8%-2.8%78834250+11.8%✓/✓
HAL
Hindustan Aeronautics Limited
Defence174440.604378.90₹74,4417.5%-1.4%81854230+3.2%✓/✓
ALKEM
Alkem Laboratories Limited
Pharma135606.005648.50₹73,4317.4%+0.8%92956026+0.5%✓/✓
3MINDIA
3M India Limited
Capital Goods235210.0034745.00₹69,4907.0%-1.3%951005012+7.1%✓/✓
TRENT
Trent Limited
FMCG233343.802904.10₹66,7946.7%-13.1%75785016+7.9%✗/✗
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
2026-07-10ASHOKLEYsell501155.19₹77,750₹80.08₹-6881stcg₹0.00signal
2026-07-09ASHOKLEYbuy501156.22₹78,266₹92.35————signal
2026-07-09ALKEMbuy135606.00₹72,878₹86.00————signal
2026-07-09CHOICEINbuy101769.10₹77,679₹91.66————signal
2026-07-09HOMEFIRSTbuy651199.80₹77,987₹92.02————signal
2026-07-09PRESTIGEbuy471635.30₹76,859₹90.69————signal