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

MF Golden Cross — Small 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 small-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 · 2026-07-10
₹10,00,000
Since inception
0.0%
Open positions
0
Cash
₹10,00,000
Costs paid (in NAV)
₹0
Tax accrued · post-tax NAV
₹0 · ₹10,00,000
Backtest · 2016-07-29 → 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
-4.2%
3Y CAGR
+7.7%
5Y CAGR
+10.7%
CAGR · 10.0y
+9.7%
since earliest NAV
Volatility
16.9%
annualised
Sharpe
0.19
rf 6.5%
Sortino
0.26
rf 6.5%
Max drawdown
-41.8%
From NAV history 2016-07-29 → 2026-07-08 · 120 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹66,374 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹2,02,710 → post-tax total return +131.8% vs +152.1% 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.

No positions yet.

Open positions

Holdings (0)

No open positions.

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
2026-05-04Mahindra Manulife Small Cap Dir Grbuy13,541.6921.13₹2,86,174₹14.31————signal
2026-05-04Sundaram Small Cap Dir Grbuy942.407303.66₹2,86,173₹14.31————signal
2026-04-30Aditya BSL Small Cap Dir Grbuy2,860.013101.68₹2,90,814₹14.54————signal
2026-04-28Bank of India Small Cap Dir Grbuy5,270.74555.15₹2,90,682₹14.53————signal
2026-04-27DSP Small Cap Dir Grbuy1,290.077225.59₹2,91,031₹14.55————signal
2026-04-22Mirae Asset Small Cap Dir Grbuy24,565.75311.81₹2,90,171₹14.51————signal