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Rule-based · EMA 21/50 crossover · stock · inception 2026-07-03

EMA Crossover 21/50

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 21/50 EMA crossover rule.

Buy rule
Buys a name on the day its 21-day exponential moving average (a fast measure of price trend) crosses ABOVE its 50-day average — the moment an uptrend begins.
Sell rule
Sells on the day the 21-day average crosses back BELOW the 50-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
₹10,01,186
Since inception
+0.1%
Open positions
12
Cash
₹48,159
Costs paid (in NAV)
₹1,122
Tax accrued · post-tax NAV
₹0 · ₹10,01,186
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
+0.5%
3Y CAGR
+17.7%
5Y CAGR
+20.8%
CAGR · 8.0y
+21.0%
since earliest NAV
Volatility
19.6%
annualised
Sharpe
0.74
rf 6.5%
Sortino
1.47
rf 6.5%
Max drawdown
-25.8%
From NAV history 2018-07-31 → 2026-07-08 · 96 monthly observations. Risk-free 6.5% for Sharpe/Sortino.

Execution costs of ₹1,63,866 are already inside this curve. Realized tax (FIFO, STCG/LTCG netted per FY): ₹10,79,102 → post-tax total return +260.5% vs +368.4% 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.
Automobile33.2% vs 0.0% (+33.2)
Financial Services16.8% vs 0.0% (+16.8)
Digital8.6% vs 0.0% (+8.6)
Chemicals8.3% vs 0.0% (+8.3)
FMCG8.3% vs 0.0% (+8.3)
Infrastructure8.3% vs 0.0% (+8.3)
Banking8.2% vs 0.0% (+8.2)
Oil & Gas8.2% vs 0.0% (+8.2)

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
60.2
Above 50 EMA
100%
Above 200 EMA
59%
Weighted RS 3M
+1.8%
Risk flags
0
Open positions

Holdings (12)

InstrumentSectorQtyAvg costLastValueWeightP&LCompTechFlowValRS 3MEMA 50/200
NAUKRI
Info Edge (India) Limited
Digital681159.451201.85₹81,7268.2%+3.7%68705020+18.0%✓/✓
ASAHIINDIA
Asahi India Glass Limited
Automobile91873.65891.55₹81,1318.1%+2.0%59605015-0.8%✓/✓
M&MFIN
Mahindra & Mahindra Financial Services Limited
Financial Services240332.20336.75₹80,8208.1%+1.4%68705050+8.2%✓/✓
UNOMINDA
UNO Minda Limited
Automobile701129.201154.50₹80,8158.1%+2.2%6365429+3.8%✓/✓
BAJAJFINSV
Bajaj Finserv Limited
Financial Services421870.701895.00₹79,5907.9%+1.3%64655023+1.5%✓/✓
SUMICHEM
Sumitomo Chemical India Limited
Chemicals165484.05481.15₹79,3907.9%-0.6%62653516+11.7%✓/✓
GODREJCP
Godrej Consumer Products Limited
FMCG731087.401087.40₹79,3807.9%+0.0%54554223-2.4%✓/✗
DOMS
DOMS Industries Limited
Infrastructure342310.502322.10₹78,9517.9%+0.5%49504211-6.9%✓/✗
HDFCBANK
HDFC Bank Limited
Banking96829.30817.55₹78,4857.8%-1.4%60605838-2.4%✓/✗
MSUMI
Motherson Sumi Wiring India Limited
Automobile1,94741.0440.22₹78,3087.8%-2.0%47484245-1.0%✓/✗
BPCL
Bharat Petroleum Corporation Limited
Oil & Gas254313.95308.20₹78,2837.8%-1.8%49504283-0.3%✓/✗
TVSMOTOR
TVS Motor Company Limited
Automobile213712.703626.10₹76,1487.6%-2.3%8185425-8.9%✓/✓
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
2026-07-10GODREJCPbuy731087.40₹79,380₹93.67————signal
2026-07-08BPCLbuy254313.95₹79,743₹94.10————signal
2026-07-08NAUKRIbuy681159.45₹78,843₹93.03————signal
2026-07-08HDFCBANKbuy96829.30₹79,613₹93.94————signal
2026-07-08UNOMINDAbuy701129.20₹79,044₹93.27————signal
2026-07-08M&MFINbuy240332.20₹79,728₹94.08————signal