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System-generated · Sector Leaders (rank-driven) · stock · inception 2026-07-04

Atlas Rank — Sector Leaders

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

System-designed 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.

Sector Leaders — the top 3 names in each of the 3 strongest sectors.

Buy rule
Every session, sectors are ranked by the average Atlas conviction of their constituents. A name enters when its sector is among the top 3 AND it is one of the top 3 names in that sector by composite score.
Sell rule
Holds until its sector falls out of the top 5, or the name drops below the top 5 in its sector. The buffer is deliberate hysteresis — winners are left to run instead of being churned out on small rank wiggles, which also lets gains reach the long-term tax rate.
Universe
Trades stocks drawn from the Atlas-scored Nifty 500, evaluated every session.
Which names
When more names qualify than there are open slots, the highest Atlas composite wins the slot.
Position sizing
Starts 100% in cash and buys the qualifying set at the next session's close (no look-ahead). Each position capped at 10% (~10 slots), execution costs in the NAV, FIFO tax ledger on every sale.

This rulebook was chosen by the system’s walk-forward search, not hand-written — the exact filters above are what won on out-of-sample data. See the Learning log below for how it got here and what it rejected.

NAV · 2026-09-08
₹9,22,561
Since inception
-7.7%
Open positions
9
Cash
₹1,73,901
Costs paid (in NAV)
₹21,399
Tax accrued · post-tax NAV
₹28,174 · ₹8,94,387
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
-17.2%
3Y CAGR
+3.9%
5Y CAGR
+2.7%
CAGR · 8.0y
+4.9%
since earliest NAV
Volatility
18.6%
annualised
Sharpe
-0.09
rf 6.5%
Sortino
-0.13
rf 6.5%
Max drawdown
-37.8%
From NAV history 2018-09-28 → 2026-09-08 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹3,71,283 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹8,44,943 → post-tax total return -38.1% vs +46.4% 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.
Pharma44.3% vs 0.0% (+44.3)
Automobile22.8% vs 0.0% (+22.8)
Oil & Gas21.6% vs 0.0% (+21.6)
Defence11.3% vs 0.0% (+11.3)

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
81.7
Above 50 EMA
100%
Above 200 EMA
100%
Weighted RS 3M
+22.6%
Risk flags
0
Open positions

Holdings (9)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
JBCHEPHARM
JB Chemicals & Pharmaceuticals Limited
Pharma422364.602506.00₹1,05,25211.4%+6.0%0—————/—
WHEELS
Wheels India Limited
Automobile591518.291755.40₹1,03,56911.2%+15.6%961006024+14.2%✓/✓
ROSSTECH
Rossell Techsys Limited
Defence841104.601148.20₹96,44910.5%+3.9%93100320+10.6%✓/✓
AEGISVOPAK
Aegis Vopak Terminals Limited
Oil & Gas323285.35285.35₹92,16810.0%0.0%95100520+50.4%✓/✓
HINDOILEXP
Hindustan Oil Exploration Company Limited
Oil & Gas488188.85188.85₹92,15910.0%0.0%96100605+2.2%✓/✓
SUVEN
Suven Life Sciences Limited
Pharma244382.97377.15₹92,02510.0%-1.5%8588600+57.1%✓/✓
INDNIPPON
India Nippon Electricals Limited
Automobile811128.401128.40₹91,4009.9%+0.0%961006040+23.0%✓/✓
EMCURE
Emcure Pharmaceuticals Limited
Pharma471910.451926.80₹90,5609.8%+0.9%971006815+7.6%✓/✓
VIMTALABS
Vimta Labs Limited
Pharma141652.25640.65₹90,3329.8%-1.8%87906049+17.1%✓/✓
Learning log

How the policy has evolved

Each weekly walk-forward cycle: candidate policies are scored on a training window, validated out-of-sample, and a challenger is adopted only if it beats the champion’s excess return over NIFTY 500 while keeping max drawdown below the benchmark’s. Every evaluation and change is journaled here with its evidence.

No policy cycles yet — the weekly walk-forward run writes here.

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
2026-09-08AEGISVOPAKbuy323285.35₹92,168₹108.76————95.2
2026-09-08HINDOILEXPbuy488188.85₹92,159₹108.75————96.0
2026-09-08INDNIPPONbuy811128.40₹91,400₹107.85————96.0
2026-09-08EMCUREbuy471926.80₹90,560₹106.86————96.8
2026-09-08ATHERENERGsell611599.30₹97,557₹100.48₹6,13611stcg₹1,227.18—
2026-09-08ALIVUSsell641388.90₹88,890₹91.56₹-3,7086stcg₹0.00—