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

Atlas Desk — Sector Leaders

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
₹10,45,028
Since inception
+4.5%
Open positions
5
Cash
₹5,58,690
Costs paid (in NAV)
₹3,412
Tax accrued · post-tax NAV
₹9,044 · ₹10,35,984
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 Goods44.7% vs 0.0% (+44.7)
Automobile33.9% vs 0.0% (+33.9)
Pharma21.4% vs 0.0% (+21.4)

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
95.1
Above 50 EMA
100%
Above 200 EMA
100%
Weighted RS 3M
+44.5%
Risk flags
0
Open positions

Holdings (5)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
EXICOM
Exicom Tele-Systems Limited
Capital Goods623166.13184.33₹1,14,83811.0%+11.0%97100700+18.0%✓/✓
CRAFTSMAN
Craftsman Automation Limited
Automobile109913.0011297.00₹1,12,97010.8%+14.0%9195500+21.4%✓/✓
EMCURE
Emcure Pharmaceuticals Limited
Pharma541926.801926.80₹1,04,04710.0%0.0%971006815+7.6%✓/✓
SETL
Standard Engineering Technology Limited
Capital Goods264391.15388.55₹1,02,5779.8%-0.7%96100600+147.7%✓/✓
INDNIPPON
India Nippon Electricals Limited
Automobile461128.401128.40₹51,9065.0%0.0%961006040+23.0%✓/✓
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.

Sector Leaders

Backs the strongest stocks inside the strongest sectors.

₹10.45 lakh

▲ ₹45,028 (+4.5%) since it started with ₹10.00 lakh

2026-09-11: It made 1 buy.

  • BUYINDNIPPONaround ₹1,128 a share· high confidence· smaller-than-usual size (the reviewers were split)

    Why: Automobile sector remains a top‑3 leader with composite 96.0 and RS 0.23; adding INDNIPPON rides sector leadership and aligns with our high‑hit‑rate Automobile pocket (hit‑rate 0.594, avg α 5.61)

    Safety net: if it drops to ₹1,104 the desk sells to cap the loss; it aims to take profit near ₹1,180.

    It will change its mind if: Automobile sector composite <60 for 5 consecutive sessions or INDNIPPON falls out of sector top‑3

What it looked at and decided against
  • AEGISVOPAK — considered buying; decided to wait. (Composite 95.2 (Δ+10.0 5‑d))
  • HINDOILEXP — considered buying; decided to wait. (Composite 96.0 (Δ+41.3 5‑d))
  • INDNIPPON — considered buying; went ahead. (Composite 96.0 (Δ+11.25 5‑d))
  • PARAS — considered buying; decided to wait. (Composite 97.0 (Δ+11.25 5‑d))
  • UNICHEMLAB — considered buying; the risk reviewers said no, so it held off. (Composite 96.2 (Δ+1.0 5‑d))

What it has learned from its own results

• Prioritize trades with positive 5‑day alpha and clear sector leadership; avoid adding stocks with negative alpha or ambiguous leadership. (80% confidence)

• Only add when the 5‑day alpha signal is positive; positive alpha has reliably preceded positive 5‑day returns (J&KBANK, KARURVYSYA, SUNPHARMA). (80% confidence)

• Take actions only on stocks with positive 5‑day alpha; negative alpha predicts poor forward performance. (70% confidence)

• Reject any add proposal that shows negative 5‑day alpha; such stocks have consistently produced negative 5‑day returns across sectors. (70% confidence)

• Prioritize trades with positive 5‑day alpha and avoid those with negative alpha; positive alpha led to large gains while negative alpha caused large losses. (60% confidence)

• Prioritize adding leaders in the Capital Goods sector when they show positive 5‑day alpha, as they have generated strong short‑term gains (RRKABEL buy +10.54% alpha). (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: sector leaders6149%+2.1%
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
2026-09-08INDNIPPONbuy461128.40₹51,906₹61.25—————
2026-09-08EMCUREbuy541926.80₹1,04,047₹122.78—————
2026-09-08JBMAsell18613.60₹11,045₹11.38₹-1,19339stcg₹0.00—
2026-09-08RBLBANKsell275415.00₹1,14,125₹117.55₹14,12060stcg₹2,823.94—
2026-09-08J&KBANKsell609147.88₹90,059₹92.76₹-9,85763stcg₹0.00—
2026-09-08ICICIBANKsell691427.50₹98,498₹101.45₹-1,37850stcg₹0.00—