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FM basket · fund · inception 2026-07-27

AGRESSIVE

Started with ₹10,00,000 · 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 mutual funds.
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 · 2026-09-08
₹10,40,771
Since inception
+4.1%
Open positions
4
Cash
₹0
Costs paid (in NAV)
₹50
Tax accrued · post-tax NAV
₹0 · ₹10,40,771
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
+14.5%
3Y CAGR
+14.4%
5Y CAGR
+12.3%
CAGR · 8.0y
+12.7%
since earliest NAV
Volatility
11.9%
annualised
Sharpe
0.52
rf 6.5%
Sortino
0.81
rf 6.5%
Max drawdown
-18.5%
From NAV history 2018-09-28 → 2026-09-04 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹25 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹0 → post-tax total return +148.8% vs +148.8% 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 (4)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
Union Small Cap Reg Gr
fund
—4,404.2956.7661.07₹2,68,97025.8%+7.6%——————/—
Kotak Healthcare Reg Gr
fund
—15,498.29516.1317.19₹2,66,36925.6%+6.6%——————/—
Helios Flexi Cap Reg Gr
fund
—16,403.37915.2415.58₹2,55,56524.6%+2.2%——————/—
Invesco India Mid Cap Gr
fund
—1,278.12195.59199.74₹2,55,29224.5%+2.1%——————/—
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
2026-07-23Kotak Healthcare Reg Grbuy15,498.29516.13₹2,49,988₹12.50—————inception
2026-07-23Helios Flexi Cap Reg Grbuy16,403.37915.24₹2,49,988₹12.50—————inception
2026-07-23Union Small Cap Reg Grbuy4,404.2956.76₹2,49,988₹12.50—————inception
2026-07-23Invesco India Mid Cap Grbuy1,278.12195.59₹2,49,987₹12.50—————inception