[ { "slug": "5paisa-focused-alpha-5", "name": "5Paisa Focused Alpha 5", "displayName": "5Paisa Focused Alpha 5", "tagline": "Five stocks, three-week rotation. The most concentrated card on the lineup.", "shortDesc": "5 stocks. The 5 highest-momentum names in the Nifty Alpha 50, rotated every 21 days, equal-weighted. The most concentrated card on the lineup, built for investors who want their best ideas undiluted and can stomach what 5 names do in a bad week.", "longDesc": "Most diversified portfolios water down their best ideas. This card goes the other way. It runs the Nifty Alpha 50 (the 50 stocks in the broader Nifty universe with the highest alpha vs Nifty 500 over the trailing year) through a momentum filter and holds only the top 5 names. Every three weeks the screen re-runs and the portfolio rotates into whatever the model says is the strongest set of bets for the next cycle.\n\nConcentration is the whole design. Five names means every position pulls real weight. A right call moves the portfolio instead of drowning among fifty others, and a stale one gets rotated out at the next screen. Nothing on this card hides.\n\nThe portfolio swings hard. Five stocks cannot smooth each other the way fifty can, so weekly moves run well past what an index investor is used to, in both directions. Drawdowns on this card cut deeper than the Nifty 50's. If you cannot watch a meaningful slice of your stake disappear on paper and stay invested, this is the wrong card on the lineup.\n\nWhat you get for sitting through the swings is asymmetry. Momentum concentrated into its strongest expressions tends to win bigger than it loses, and that gap is what compounds. The card does not try to be right every week. It tries to be positioned where being right pays the most.\n\nThe card buys only stocks priced under 10000. It rebalances every 3 weeks regardless of regime. It holds 5 names equal-weight. No fixed-income buffer. No gold sleeve. No defensive overlay. Pure momentum on a momentum-pre-screened universe.\n\nThe three-week cadence keeps the portfolio pointed at whatever the screen currently rates strongest, and the roster turns over as regimes shift. The card does not have favourite stocks. It has a favourite signal.\n\nThis is not a starter portfolio. If this is your first systematic card, start with Nifty 50 Equal Weight and graduate to this one once you have lived through a real drawdown on a less aggressive product. This is also not a tax-friendly card if you trade it in a non-registered account. Three-week rebalances on 5 names mean churn, and churn means short-term capital gains.\n\nSensible sizing for most retail allocators is in the 5 to 15 percent of equity range, deployed as a satellite sleeve next to a diversified core (LargeCap Multi Asset, Allcap, or LargeCap Hybrid on this same lineup). The minimum capital shown above is the floor and moves with the prices of the underlying names.\n\nEvery figure this card runs on, return, risk, drawdown, minimum capital, renders above. The prose you just read is the part that does not change.", "universe": "Nifty Alpha 50", "universeDisplay": "EQUITY", "stocks": 5, "rebalance": "3 weeks", "rebalanceFreq": "3W", "minCapital": 22000, "minCapitalDisplay": "22000", "maxStockPrice": "10000", "risk": "Very High", "benchmark": "Nifty 50", "partner": "5Paisa", "metrics": { "cagr": 52.89, "cumReturn": 722.56, "sharpe": 1.6, "sortino": 1.65, "calmar": 2.34, "maxDD": -24.18, "vol": 31.06, "winRate": 62.45, "avgWin": 3.5, "avgLoss": -3.28, "bestWeek": 15.26, "worstWeek": -10.3, "grossReturn": 928.77, "cost": 86.22, "netReturn": 722.56, "alpha": 677.68 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "ADANIPOWER", "qty": 47, "avgBuy": 218.05, "ltp": 211.78, "value": 9954, "alloc": 19.9 }, { "symbol": "NATIONALUM", "qty": 24, "avgBuy": 441, "ltp": 402.5, "value": 9660, "alloc": 19.3 }, { "symbol": "HINDCOPPER", "qty": 17, "avgBuy": 559.35, "ltp": 585.6, "value": 9955, "alloc": 19.9 }, { "symbol": "MCX", "qty": 3, "avgBuy": 2830, "ltp": 3259.9, "value": 9780, "alloc": 19.6 }, { "symbol": "GVT&D", "qty": 2, "avgBuy": 4556.8, "ltp": 4325, "value": 8650, "alloc": 17.3 } ], "worstDrawdowns": [ { "started": "2025-01-03", "recovered": "2025-05-23", "maxDD": -24.18, "days": 140 }, { "started": "2026-02-13", "recovered": "2026-04-10", "maxDD": -16.3, "days": 56 }, { "started": "2022-04-22", "recovered": "2022-07-22", "maxDD": -16.1, "days": 91 }, { "started": "2025-07-04", "recovered": "2025-12-26", "maxDD": -14.96, "days": 175 }, { "started": "2023-01-13", "recovered": "2023-04-28", "maxDD": -14.4, "days": 105 } ], "monthlyReturns": { "2021": [ null, null, null, null, -2.5, 4.2, 5.9, -1.7, -1.8, 1.5, -3.2, 8.7 ], "2022": [ 9.4, -7.5, 8.9, 8.2, -3.2, -6.1, 18.7, 8.8, -3.1, 11.6, 9, 7.5 ], "2023": [ -14.1, 1.6, 6.3, 4.5, -0.5, 11.9, 9.4, 13.5, 16.8, 1.5, 17.6, 3.7 ], "2024": [ 8.6, 10.6, 11.2, 13.8, 8.3, 3.5, -3.3, 1.7, 2.1, 4.8, 3.3, 10.9 ], "2025": [ -14.1, -11.2, 8.5, 8, 14, 4.5, -11.1, -2.1, -1.7, 3.6, -0.6, 4.9 ], "2026": [ 11.7, 3.3, -11.4, 18.9, 0.8, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 10.9, "2022": 77.5, "2023": 93.7, "2024": 105.2, "2025": -1.7, "2026": 22.6 }, "lastRebalance": "2026-04-27", "nextRebalance": "2026-05-18", "backtestStart": "2021-05-07", "headlinePitches": [ "The most concentrated card on the lineup: 5 names, nothing else", "Momentum squared: top 5 picks from an already momentum-screened index", "Three-week rotation keeps the portfolio pointed at the strongest signal", "The trade-off: five-stock concentration swings hard in both directions" ], "sectorNotes": "All 5 names sit in metals, power, and exchanges complex. Adani Power, National Aluminium, Hindustan Copper, MCX, GVT&D. Heavy commodity and capex tilt at this snapshot.", "universeCharacter": "Nifty Alpha 50 = the 50 stocks in Nifty 100/200 with the highest alpha vs Nifty 500 over the trailing 1 year, recomposed quarterly. Picking 5 from that universe and rebalancing every 3 weeks produces a concentrated alpha squared portfolio: high-momentum names from an already-momentum-screened parent.", "rebalanceHistoryFile": "/data/rebalances/5paisa-focused-alpha-5.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "midcap-smallcap", "name": "Midcap Smallcap", "displayName": "Midcap Smallcap", "tagline": "40 stocks, fortnightly rotation. Momentum on the NSE Universe under 2000.", "shortDesc": "40 stocks pulled from the NSE Universe under 2000, equal-weighted, rotated every 2 weeks. Mid and small-cap momentum, defined by a price filter rather than a market-cap cut. Built for investors who have lived through a small-cap correction and want the segment's full engine anyway.", "longDesc": "40 stocks pulled from the NSE Universe under 2000, equal-weighted at roughly 2.5 percent each, rotated every two weeks.\n\nThe design leans on breadth and hit frequency. Forty names spread single-stock risk thin, and the fortnightly screen keeps the portfolio rotating into whatever the mid and small-cap tape currently rewards. Wins do not need to be huge when they come often enough. Frequency does the compounding work.\n\nThe regime risk is real. Mid and small caps correct as a segment, and when they do, this card goes down with them and stays down until the segment turns. Drawdowns here are measured in months, not weeks. That is the price of running the segment with no debt or gold cushion.\n\nWhat you get for sitting through that is the full mid and small-cap engine when the regime is on. The strong stretches on this card have historically been very strong, and the recoveries come from the same breadth that spreads the risk. The yearly numbers above tell the current version of that story.\n\nThe card buys only stocks priced under 2000, the practical filter that maps the NSE Universe down to actively-tradeable mid and small-cap names. It rebalances every 2 weeks regardless of regime. It holds 40 names equal-weight. No fixed-income buffer. No gold sleeve. No defensive overlay.\n\nEach rebalance publishes the full list, and the roster typically spans power and renewables, capital goods, metals, pharma, capital markets, and a long tail of smaller names. The current holdings and the next rebalance date sit alongside this card and update on schedule.\n\nThis is not a starter card. If you have not lived through a small-cap correction, start with Nifty 50 Equal Weight or a multi-asset card and graduate. This is also not a tax-friendly product if traded in a non-registered account. Fortnightly rebalances on 40 names mean churn, and the cost line above reflects that turnover, not the fee structure.\n\nSensible sizing for retail allocators is in the 15 to 30 percent of equity range, used as a satellite to a large-cap or multi-asset core.\n\nThe numbers beside this card do the talking on performance. The structure they measure does not change.", "universe": "NSE Universe (max 2000)", "universeDisplay": "MIDCAP - SMALLCAP", "stocks": 40, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 80000, "minCapitalDisplay": "80000", "maxStockPrice": "2000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 44.79, "cumReturn": 527.87, "sharpe": 1.63, "sortino": 1.48, "calmar": 1.91, "maxDD": -26.17, "vol": 27.02, "winRate": 65.13, "avgWin": 2.98, "avgLoss": -3.13, "bestWeek": 9.6, "worstWeek": -13.44, "grossReturn": 787.03, "cost": 128.94, "netReturn": 527.87, "alpha": 482.99 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "HFCL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "STLTECH", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "WEBELSOLAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "CUPID", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "QPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "APOLLO", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "WELCORP", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "JTLIND", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "ADANIPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "JAYNECOIND", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "GALLANTT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "TDPOWERSYS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "PRECWIRE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "KRN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "ADANIGREEN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "ADANIENSOL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "AEROFLEX", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "BAJAJCON", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "EPIGRAL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "PAISALO", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "LLOYDSME", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "LLOYDSENT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "MANINDS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "IDEAFORGE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "SUNFLAG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "BHEL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "COHANCE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "HCC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "CYIENTDLM", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "MANINFRA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "KIRLPNU", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "BALAMINES", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "JAIBALAJI", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "HSCL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "KPEL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "SCI", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "SKYGOLD", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "SKIPPER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "ELECON", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 }, { "symbol": "FUSION", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2.5 } ], "worstDrawdowns": [ { "started": "2024-12-20", "recovered": "2026-05-01", "maxDD": -26.17, "days": 497 }, { "started": "2022-01-21", "recovered": "2022-08-19", "maxDD": -18.1, "days": 210 }, { "started": "2022-12-23", "recovered": "2023-05-19", "maxDD": -17.77, "days": 147 }, { "started": "2024-02-09", "recovered": "2024-03-29", "maxDD": -12.18, "days": 49 }, { "started": "2021-08-06", "recovered": "2021-09-03", "maxDD": -11.45, "days": 28 } ], "monthlyReturns": { "2021": [ null, null, null, null, 3.1, 16.7, 8.7, -4.5, 7, 0.9, -0.3, 16.8 ], "2022": [ 2.7, -12, 5.8, 4.5, -7.7, 1.4, 10.3, 7.1, -0.4, 3.3, 6.4, 4.9 ], "2023": [ -8.2, -6.6, 2.4, 9.2, 6.2, 11.7, 16.9, 13.4, 2, 4.6, 12.5, 9.7 ], "2024": [ 11.3, 2.2, -3.8, 12, 7.3, 12, 3.5, 7.9, 7.2, -5.8, 8.5, 3.2 ], "2025": [ -10.9, -14.1, 5.2, -0.1, 10.9, 1.9, -2.6, 2.8, -2.7, -1.6, -2.1, 7.1 ], "2026": [ -1.3, 5.7, -12.1, 17.4, 5, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 56.9, "2022": 26.9, "2023": 98.3, "2024": 86, "2025": -8.7, "2026": 13 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "40 momentum leaders picked from the NSE Universe under a price filter", "Equity only: no debt sleeve, no gold sleeve", "Fortnightly rotation keeps the portfolio on the current leaders", "Built for investors who can hold through a small-cap correction" ], "sectorNotes": "Wide sector spread across power/energy, metals, capital markets, pharma/health, telecom, cap goods, NBFC, and micro/sme segments.", "universeCharacter": "NSE Universe filtered to max 2000 stock price = effective midcap+smallcap definition. Applied to 40-stock equal-weight momentum portfolio rebalanced fortnightly.", "rebalanceHistoryFile": "/data/rebalances/midcap-smallcap.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "allcap", "name": "Allcap", "displayName": "Allcap", "tagline": "50 stocks from the Nifty Total Market. Fortnightly rotation.", "shortDesc": "50 stocks pulled from the Nifty Total Market under 5000, equal-weighted, rotated every 2 weeks. A hunting ground of roughly 750 names, distilled to the 50 the momentum screen currently rates highest. Breadth does the risk work while the screen does the return work.", "longDesc": "Allcap holds 50 names from the Nifty Total Market, which is roughly 750 stocks. Filter for prices under 5000, run the standard momentum screen, take the top 50 equal-weighted, rotate every two weeks.\n\nThe structure is built on breadth. Fifty equal-weighted names from a 750-stock universe diversify single-stock noise, while the fortnightly screen keeps the momentum engine fully engaged. Breadth does the risk work. The screen does the return work.\n\nThis is not the concentrated bet. Alpha 5 is. This is the broad expression of the same signal, and the trade-off is a larger entry ticket: 50 names cost more to hold than 5. The minimum capital above moves with the prices of the underlying stocks.\n\nLong drawdowns are part of the deal. Even a well-diversified momentum card can sit below its peak for months at a stretch when the broad market chops sideways. The drawdown history above shows the current record. If you cannot stay invested through a stretch like that, this is the wrong card.\n\nWhat you get for sitting through it is momentum capture across the Nifty Total Market, re-screened every two weeks, with the yearly results above telling the running story.\n\nThe card buys only stocks priced under 5000. The 5000 cap (versus Midcap Smallcap's 2000) admits some larger mid-cap names that sit just below the largecap threshold. It rebalances every 2 weeks regardless of regime. It holds 50 names equal-weighted at roughly 2 percent each. No fixed-income buffer. No gold sleeve. No defensive overlay. Pure equity momentum on the Nifty Total Market.\n\nEach rebalance publishes the full 50-name list. The roster typically cuts across power and renewables, capital goods, defence and digital, telecom, pharma, capital markets, and financials, and the current holdings sit alongside this card.\n\nSensible sizing for most retail allocators who can meet the floor: 30 to 60 percent of equity, used as the core momentum sleeve next to a smaller satellite in Alpha 5 or Energy Basket. This is also not a tax-friendly product if traded in a non-registered account. Two-week rebalances on 50 names mean churn, and churn means short-term capital gains.\n\nJudge the engine by the metrics above. This text only explains the machine.", "universe": "Nifty Total Market (max 5000)", "universeDisplay": "ALLCAP", "stocks": 50, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 225000, "minCapitalDisplay": "225000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 47.49, "cumReturn": 588.18, "sharpe": 1.68, "sortino": 1.6, "calmar": 1.96, "maxDD": -22.72, "vol": 23.58, "winRate": 62.07, "avgWin": 2.73, "avgLoss": -2.48, "bestWeek": 8.57, "worstWeek": -10.97, "grossReturn": 623.74, "cost": 94.55, "netReturn": 588.18, "alpha": 543.31 }, "benchmarkMetrics": { "cagr": 9.17, "cumReturn": 55.09, "sharpe": 0.69, "sortino": 0.67, "calmar": 0.54, "maxDD": -16.92, "vol": 14.15, "winRate": 56.32, "avgWin": 1.53, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "HFCL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "STLTECH", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "WEBELSOLAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "CUPID", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "QPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "APOLLO", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "WELCORP", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ADANIPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "JAYNECOIND", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "GALLANTT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "TDPOWERSYS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "KRN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ADANIGREEN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ADANIENSOL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "AZAD", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "LLOYDSME", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "LLOYDSENT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ACUTAAS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ATHERENERG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "LLOYDSENGG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "KIRLOSENG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "GVT&D", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "THERMAX", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "BHEL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "COHANCE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "HCC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "KIRLPNU", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "BALAMINES", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "JAIBALAJI", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "HSCL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "DATAPATTNS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "SCI", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "SKYGOLD", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "SKIPPER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ELECON", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "BSE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "PTC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "PNBHOUSING", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "SYRMA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "SUZLON", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "NETWEB", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "DIACABS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "FINCABLES", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "BANDHANBNK", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "GOKULAGRO", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ASHAPURMIN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "OLAELEC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "EIEL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "ANGELONE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "PFOCUS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 } ], "worstDrawdowns": [ { "started": "2024-12-20", "recovered": "2026-04-10", "maxDD": -22.72, "days": 476 }, { "started": "2022-01-21", "recovered": "2022-08-05", "maxDD": -17.94, "days": 196 }, { "started": "2021-08-06", "recovered": "2021-09-24", "maxDD": -12.42, "days": 49 }, { "started": "2023-01-06", "recovered": "2023-04-21", "maxDD": -11.58, "days": 105 }, { "started": "2024-02-09", "recovered": "2024-03-29", "maxDD": -11.44, "days": 49 } ], "monthlyReturns": { "2021": [ null, null, null, null, null, null, 3, -6.6, 4.9, -0.4, 1.3, 12.8 ], "2022": [ 1.9, -11.8, 4.5, 7.2, -8.7, 0.5, 11.6, 5.1, -0.2, 4.1, 6.7, 7.2 ], "2023": [ -6.7, -4.3, 3.9, 9.2, 4.6, 10.4, 13.5, 9.2, 6.6, 3, 13.8, 9.8 ], "2024": [ 12.2, 0.2, -2.9, 11.8, 8.4, 9.7, 3.5, 4, 5.7, -5.4, 9.2, 3.5 ], "2025": [ -12.1, -11.4, 9.4, 1, 9.7, 1.4, -5, 2.3, -0.2, 4.2, -0.1, -0.9 ], "2026": [ -2.3, 6.9, -8.2, 18.5, 2.3, 7.5, 1.2, null, null, null, null, null ] }, "yearlyReturns": { "2021": 14.7, "2022": 28.8, "2023": 99, "2024": 76.5, "2025": -4.2, "2026": 26.6 }, "lastRebalance": "2026-07-06", "nextRebalance": "2026-07-20", "backtestStart": "2021-07-09", "headlinePitches": [ "The Nifty Total Market universe, roughly 750 stocks", "50 equal-weighted names diversify away single-stock noise", "Fortnightly rotation on the full Nifty Total Market", "The core momentum sleeve for allocators who can meet the entry floor" ], "sectorNotes": "Broader sector spread than Mid-Smallcap due to higher stock count and 5000 price cap admitting some larger mid-caps.", "universeCharacter": "Nifty Total Market = roughly 750 stocks covering all cap segments and sectors. Filtered to 50-stock equal-weight momentum portfolio rebalanced fortnightly with 5000 max stock price.", "rebalanceHistoryFile": "/data/rebalances/allcap.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-07-13", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "largecap-multi-asset", "name": "Large Cap Multi Asset", "displayName": "Large Cap Multi Asset", "tagline": "20 largecap stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the Nifty 100.", "shortDesc": "Largecap momentum on the Nifty 100 universe wrapped in an 80/10/10 multi-asset cushion. 20 equity stocks plus 10% LiquidCase and 10% GoldBees, rebalanced every 4 weeks. The sleeves shrink a drawdown. They do not cancel it.", "longDesc": "20 stocks from the Nifty 100, equal-weighted, plus 10% LiquidCase debt and 10% GoldBees. Rebalance every 4 weeks. The overlay is the point: debt and gold pull in different directions from equity, so the whole package rides more quietly than the equity sleeve alone.\n\nThe equity engine is the same momentum screen the pure-equity cards run, just wrapped. Twenty names from the Nifty 100, equal weight, re-screened every 4 weeks. The wrapper does not slow the engine down. It catches some of what falls off.\n\nThe 4-week rebalance is the cost-saver. Fewer trades mean less churn than the fortnightly cards, which keeps the cost line above at the light end of the lineup. The gold sleeve is a separate asset that does not move with the equity sleeve.\n\nAgainst the pure-equity twin Focused Largecap 20, the overlay trades a slice of equity upside for a softer ride. Same stocks, same cadence, 20 percent less equity exposure. This suits moderately aggressive investors who want the diversification cushion without giving up most of the equity engine.\n\nThe metrics panel above carries every performance number.", "universe": "Nifty 100", "universeDisplay": "EQUITY", "stocks": 22, "rebalance": "4 weeks", "rebalanceFreq": "4W", "minCapital": 125000, "minCapitalDisplay": "125000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 21.14, "cumReturn": 159.08, "sharpe": 1.32, "sortino": 1.3, "calmar": 1.25, "maxDD": -20.96, "vol": 19, "winRate": 59.77, "avgWin": 2.2, "avgLoss": -2.07, "bestWeek": 7.41, "worstWeek": -6.12, "grossReturn": 247.69, "cost": 28.22, "netReturn": 159.08, "alpha": 114.2 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "ADANIPOWER", "qty": 22, "avgBuy": 222.77, "ltp": 215.5, "value": 4741, "alloc": 3.9 }, { "symbol": "ADANIGREEN", "qty": 3, "avgBuy": 1391, "ltp": 1378.2, "value": 4135, "alloc": 3.4 }, { "symbol": "ADANIENSOL", "qty": 3, "avgBuy": 1344.8, "ltp": 1325.5, "value": 3977, "alloc": 3.3 }, { "symbol": "ADANIENT", "qty": 1, "avgBuy": 2501, "ltp": 2508.8, "value": 2509, "alloc": 2.1 }, { "symbol": "VBL", "qty": 9, "avgBuy": 502.7, "ltp": 495.7, "value": 4461, "alloc": 3.7 }, { "symbol": "SIEMENS", "qty": 1, "avgBuy": 3589.2, "ltp": 3552.5, "value": 3553, "alloc": 2.9 }, { "symbol": "VEDL", "qty": 15, "avgBuy": 299, "ltp": 321.45, "value": 4822, "alloc": 4 }, { "symbol": "CGPOWER", "qty": 5, "avgBuy": 858.2, "ltp": 844.45, "value": 4222, "alloc": 3.5 }, { "symbol": "NESTLEIND", "qty": 3, "avgBuy": 1474.4, "ltp": 1476.1, "value": 4428, "alloc": 3.6 }, { "symbol": "ADANIPORTS", "qty": 2, "avgBuy": 1766.5, "ltp": 1741.9, "value": 3484, "alloc": 2.9 }, { "symbol": "ENRIN", "qty": 1, "avgBuy": 3161.9, "ltp": 3114, "value": 3114, "alloc": 2.6 }, { "symbol": "HINDALCO", "qty": 4, "avgBuy": 1025.4, "ltp": 1076.2, "value": 4305, "alloc": 3.5 }, { "symbol": "LODHA", "qty": 5, "avgBuy": 929.05, "ltp": 881.2, "value": 4406, "alloc": 3.6 }, { "symbol": "TATAPOWER", "qty": 11, "avgBuy": 434, "ltp": 407.5, "value": 4483, "alloc": 3.7 }, { "symbol": "HAL", "qty": 1, "avgBuy": 4750, "ltp": 4670.5, "value": 4671, "alloc": 3.8 }, { "symbol": "PFC", "qty": 10, "avgBuy": 448.75, "ltp": 447.4, "value": 4474, "alloc": 3.7 }, { "symbol": "HINDZINC", "qty": 7, "avgBuy": 629.05, "ltp": 669.15, "value": 4684, "alloc": 3.8 }, { "symbol": "TATASTEEL", "qty": 22, "avgBuy": 212, "ltp": 217.55, "value": 4786, "alloc": 3.9 }, { "symbol": "NTPC", "qty": 12, "avgBuy": 392.2, "ltp": 390.7, "value": 4688, "alloc": 3.8 }, { "symbol": "SHRIRAMFIN", "qty": 5, "avgBuy": 977, "ltp": 924.45, "value": 4622, "alloc": 3.8 }, { "symbol": "LIQUIDCASE", "qty": 106, "avgBuy": 114.01, "ltp": 114.04, "value": 12088, "alloc": 9.9 }, { "symbol": "GOLDBEES", "qty": 92, "avgBuy": 123.25, "ltp": 131.65, "value": 12112, "alloc": 9.9 } ], "worstDrawdowns": [ { "started": "2022-04-15", "recovered": "2022-08-05", "maxDD": -16.62, "days": 112 }, { "started": "2022-12-16", "recovered": "2023-06-02", "maxDD": -12.77, "days": 168 }, { "started": "2021-10-22", "recovered": "2022-03-25", "maxDD": -9.08, "days": 154 }, { "started": "2023-09-15", "recovered": "2023-11-03", "maxDD": -6.33, "days": 49 }, { "started": "2024-02-23", "recovered": "2024-03-22", "maxDD": -5.01, "days": 28 } ], "monthlyReturns": { "2021": [ null, null, null, null, 1.8, 2.4, 4, 5.7, 4.4, 3.9, -3, 3.1 ], "2022": [ -0.2, -0.5, 4.6, 6.6, -8.1, -3.6, 12.1, 5.3, 0, 6, 3.3, 0.9 ], "2023": [ -5.9, -4.7, 0.7, 6.1, 2.6, 9.1, 7.2, -0.5, 8.2, -3.2, 10.1, 15.1 ], "2024": [ 10.3, 5.4, 0.6, 2.8, 10.1, 1.4, 4.1, -3.3, 1.9, -8.7, 1.4, 0.3 ], "2025": [ -5.7, -5.2, 4.1, 2.2, 2, 1, -4.1, -0.6, 2.5, 5.1, -0.4, 0.4 ], "2026": [ -1.7, 8.6, -12.8, 13.2, -2.1, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 24.1, "2022": 27.8, "2023": 52, "2024": 27.6, "2025": 0.8, "2026": 3.1 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-06-08", "backtestStart": "2021-05-07", "headlinePitches": [ "Largecap momentum on Nifty 100 with 80/10/10 multi-asset overlay", "Debt and gold sleeves cushion what the equity sleeve takes in full", "4-week cadence keeps turnover and cost low", "20 percent less equity than its pure-equity twin, Focused Largecap 20" ], "sectorNotes": "Large-cap 20-stock universe spanning metals, power, financials, consumer, and industrials with equal weight.", "universeCharacter": "Nifty 100 = the 100 largest-cap stocks on the Nifty index. 20-stock equal-weight momentum filter plus 10% debt (LiquidCase) and 10% gold (GoldBees) overlay rebalanced every 4 weeks.", "rebalanceHistoryFile": "/data/rebalances/largecap-multi-asset.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "allcap-multi-asset", "name": "Allcap Multi Asset", "displayName": "Allcap Multi Asset", "tagline": "50 stocks, 10% debt, 10% gold. The broad-market engine with a cushion.", "shortDesc": "50 broad-market stocks under 5000 plus 10% LiquidCase debt and 10% GoldBees, rotated every 2 weeks. The Allcap engine wrapped in a multi-asset cushion, built for investors who value ride quality.", "longDesc": "Same 50-stock equity sleeve as Allcap, with a 10% LiquidCase debt and 10% GoldBees overlay layered on top. Rebalance every 2 weeks.\n\nThe overlay is a straight trade: you hand back a slice of the pure-equity engine and buy a softer ride. The debt and gold sleeves are separate assets that do not move with the equity sleeve.\n\nThis is not the concentrated bet and it is not the naked equity card. It is the multi-asset version of the Allcap momentum engine. For an investor who values ride quality and can meet the entry floor shown above, the multi-asset overlay does its job.\n\nThe card screens the Nifty Total Market (roughly 750 stocks across all cap segments) for names priced under 5000, applies the standard momentum filter, and holds the top 50 equal-weighted. Debt at 10%, gold at 10%. No defensive overlay beyond that. Rotates every two weeks regardless of regime.\n\nSensible sizing for retail allocators who can meet the floor: 30 to 60 percent of equity, used as the core multi-asset sleeve. This is also not a tax-friendly product if traded in a non-registered account. Two-week rebalances on 50 stocks mean churn, and churn means short-term capital gains.\n\nFor the return and risk readout, look up. The structure does not change.", "universe": "Nifty Total Market (max 5000)", "universeDisplay": "EQUITY", "stocks": 52, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 281000, "minCapitalDisplay": "281000", "maxStockPrice": "5000", "risk": "Moderate", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 43, "cumReturn": 490.16, "sharpe": 1.81, "sortino": 1.71, "calmar": 2.06, "maxDD": -21.32, "vol": 21.41, "winRate": 63.6, "avgWin": 2.48, "avgLoss": -2.29, "bestWeek": 8.11, "worstWeek": -10.37, "grossReturn": 602.66, "cost": 84.96, "netReturn": 490.16, "alpha": 445.29 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "OLAELEC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "STLTECH", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "GALLANTT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "QPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LLOYDSENT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "CUPID", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "EIEL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "WELCORP", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KRN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ADANIPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "WEBELSOLAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ANGELONE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "HFCL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LLOYDSME", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ADANIGREEN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "APOLLO", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "PFOCUS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "NATIONALUM", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "AVANTIFEED", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "JAYNECOIND", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LLOYDSENGG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ABDL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "THERMAX", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "AZAD", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "TDPOWERSYS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ADANIENSOL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KSB", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ATHERENERG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "INOXINDIA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "DEEPAKFERT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "HINDCOPPER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KAJARIACER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "THANGAMAYL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ACUTAAS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ACMESOLAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KIRLOSENG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "OSWALPUMPS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "SANSERA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "FIVESTAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "MCX", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "GVT&D", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "AWFIS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "IMFA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "HEG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "JINDALSAW", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "VEDL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "BELRISE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "GOLDBEES", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 10, "sleeve": "Gold" }, { "symbol": "LIQUIDCASE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 10, "sleeve": "Debt" } ], "worstDrawdowns": [ { "started": "2024-12-20", "recovered": "2025-12-26", "maxDD": -21.32, "days": 371 }, { "started": "2022-01-21", "recovered": "2022-08-05", "maxDD": -15.01, "days": 196 }, { "started": "2021-08-06", "recovered": "2021-10-01", "maxDD": -10.59, "days": 56 }, { "started": "2024-02-09", "recovered": "2024-03-29", "maxDD": -10.55, "days": 49 }, { "started": "2026-03-06", "recovered": "2026-04-10", "maxDD": -9.86, "days": 35 } ], "monthlyReturns": { "2021": [ null, null, null, null, 3.4, 8.8, 7.6, -5.7, 3.9, 0, 1.2, 10.8 ], "2022": [ 1.6, -9.8, 4, 6.1, -7.4, 0.4, 9.9, 4.4, -0.3, 3.6, 6.1, 6.6 ], "2023": [ -5.6, -3.9, 3.9, 8.1, 4, 8.9, 12.2, 8.2, 5.9, 3.1, 12.6, 9.1 ], "2024": [ 11.2, 0.2, -2.3, 11.2, 7.8, 9.2, 3.3, 3.8, 5.6, -5, 8.6, 3.4 ], "2025": [ -11.3, -10.6, 9.1, 1, 9.2, 1.3, -4.6, 2.4, 0.3, 4.1, 0.2, -0.5 ], "2026": [ -1.7, 7.1, -8.3, 17.2, 2.5, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 32.9, "2022": 26, "2023": 88, "2024": 71.9, "2025": -1.7, "2026": 16.1 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "The Allcap engine with a 10% debt and 10% gold cushion", "Built for ride quality: the overlay softens equity drawdowns", "50 names from roughly 750, rotated every 2 weeks", "The core multi-asset sleeve for allocators who want one card to anchor" ], "sectorNotes": "Broad sector spread from 50-stock Allcap universe plus 10% debt and 10% gold defensive overlay.", "universeCharacter": "Nifty Total Market (750 stocks) filtered to 50-stock equal-weight under 5000, plus 10% debt (LiquidCase) and 10% gold (GoldBees), rebalanced fortnightly.", "rebalanceHistoryFile": "/data/rebalances/allcap-multi-asset.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "totalmarket-hybrid", "name": "TotalMarket Hybrid", "displayName": "TotalMarket Hybrid", "tagline": "50 stocks, 20% debt, no gold. Fortnightly rotation.", "shortDesc": "50 stocks from the Nifty Total Market under 5000 plus 20% LiquidCase debt, rotated every 2 weeks. No gold sleeve. The gold-free version for investors who want equity-plus-debt simplicity.", "longDesc": "The gold-free version of Allcap Multi Asset. Same 50-stock equity sleeve and same Nifty Total Market universe under 5000, but the 10% gold sleeve is folded into debt for a 20% LiquidCase cushion. Rebalance every 2 weeks.\n\nThe equity engine is identical to the multi-asset twin. What changes is the character of the cushion: all of it earns like debt, none of it hedges like gold.\n\nThis is not the multi-asset card. It is the simpler sibling. Same equity engine, same cost structure, but the gold inflation hedge is gone, and with it goes one moving part.\n\nFor an investor who explicitly does not want gold exposure, a simpler profile with no commodity holding and one fewer position to track, this is the card to pick. For an investor who does want the hedge, Allcap Multi Asset is the better trade.\n\nPerformance lives in the metrics above.", "universe": "Nifty Total Market (max 5000)", "universeDisplay": "EQUITY", "stocks": 51, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 281000, "minCapitalDisplay": "281000", "maxStockPrice": "5000", "risk": "Moderate", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 42.11, "cumReturn": 472.25, "sharpe": 1.77, "sortino": 1.69, "calmar": 1.97, "maxDD": -21.82, "vol": 21.55, "winRate": 62.84, "avgWin": 2.51, "avgLoss": -2.27, "bestWeek": 8.1, "worstWeek": -10.54, "grossReturn": 586, "cost": 86.95, "netReturn": 472.25, "alpha": 427.38 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "OLAELEC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "STLTECH", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "GALLANTT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "QPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LLOYDSENT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "CUPID", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "EIEL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "WELCORP", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KRN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ADANIPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "WEBELSOLAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ANGELONE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "HFCL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LLOYDSME", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ADANIGREEN", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "APOLLO", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "PFOCUS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "NATIONALUM", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "AVANTIFEED", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "JAYNECOIND", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LLOYDSENGG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ABDL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "THERMAX", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "AZAD", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "TDPOWERSYS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ADANIENSOL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KSB", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ATHERENERG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "INOXINDIA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "DEEPAKFERT", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "HINDCOPPER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KAJARIACER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "THANGAMAYL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ACUTAAS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "ACMESOLAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "KIRLOSENG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "OSWALPUMPS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "SANSERA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "FIVESTAR", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "MCX", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "GVT&D", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "AWFIS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "IMFA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "HEG", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "JINDALSAW", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "VEDL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "BELRISE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.6 }, { "symbol": "LIQUIDCASE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 20, "sleeve": "Debt" } ], "worstDrawdowns": [ { "started": "2024-12-20", "recovered": "2026-01-30", "maxDD": -21.82, "days": 406 }, { "started": "2022-01-21", "recovered": "2022-08-05", "maxDD": -15.39, "days": 196 }, { "started": "2024-02-09", "recovered": "2024-03-29", "maxDD": -10.8, "days": 49 }, { "started": "2021-08-06", "recovered": "2021-09-24", "maxDD": -10.48, "days": 49 }, { "started": "2023-01-06", "recovered": "2023-04-21", "maxDD": -10.2, "days": 105 } ], "monthlyReturns": { "2021": [ null, null, null, null, 3.2, 9.2, 7.4, -5.6, 4.1, -0.3, 1.1, 10.8 ], "2022": [ 1.7, -10.2, 3.8, 6.2, -7.4, 0.4, 9.9, 4.4, -0.2, 3.6, 5.8, 6.4 ], "2023": [ -5.9, -3.7, 3.4, 8.1, 4.1, 9.3, 12.2, 8.4, 6, 2.8, 12.7, 9.1 ], "2024": [ 11.4, 0.2, -2.8, 11.1, 8, 9.3, 3.4, 3.8, 5.5, -5.2, 8.8, 3.4 ], "2025": [ -11.6, -10.9, 9, 0.9, 9.3, 1.4, -4.7, 2.3, -0.2, 4, -0.1, -0.8 ], "2026": [ -2.2, 6.7, -7.9, 17.7, 2.7, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 32.9, "2022": 25, "2023": 87.8, "2024": 71.8, "2025": -3.8, "2026": 16.2 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "Broad-market momentum with a debt-only defensive overlay", "20% LiquidCase cushion without gold complexity", "Same 50-stock engine as the multi-asset twin, one fewer moving part", "For investors who want equity plus debt and nothing else" ], "sectorNotes": "Same 50-stock equity universe as Allcap and Allcap Multi Asset, with 20% debt sleeve instead of 10% debt + 10% gold.", "universeCharacter": "Nifty Total Market (750 stocks) filtered to 50-stock equal-weight under 5000, plus 20% debt (LiquidCase), rebalanced fortnightly.", "rebalanceHistoryFile": "/data/rebalances/totalmarket-hybrid.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "midcap", "name": "Midcap", "displayName": "Midcap", "tagline": "20 stocks from the Nifty Midcap 150. Fortnightly rotation.", "shortDesc": "20 stocks pulled from the Nifty Midcap 150, equal-weighted, rotated every 2 weeks. Pure mid-cap momentum, focused rather than broad. The mid-cap-only card on the lineup.", "longDesc": "This card sits between Alpha 5 (5 stocks) and Midcap Smallcap (40 stocks) in concentration. The 20-stock structure on the curated Nifty Midcap 150 universe is the lineup's pure mid-cap momentum expression. Rebalance every 2 weeks. Equal-weighted at roughly 5 percent each.\n\nTwenty names is enough to spread single-stock accidents and few enough that each position still matters. The screen re-ranks the whole universe every fortnight and the portfolio follows it without argument.\n\nYou cannot diversify away mid-cap regime risk with 20 names from a 150-stock universe, and this card does not try. When the mid-cap segment corrects, the card corrects with it. That segment risk is the deliberate exposure, not a flaw.\n\nThis is not the broad-market choice. Allcap is. This is the mid-cap-only conviction trade. For an investor who specifically wants mid-cap exposure (the 100 to 250 ranked names by market cap, India's mid-cap capex story), 20 stocks rotated every 2 weeks is the mid-cap-only expression on the lineup.\n\nThe panel above holds the numbers. This card's job is to explain what produces them.", "universe": "Nifty Midcap 150", "universeDisplay": "MIDCAP", "stocks": 20, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 90000, "minCapitalDisplay": "90000", "maxStockPrice": "5000", "risk": "High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 39.57, "cumReturn": 423.17, "sharpe": 1.49, "sortino": 1.46, "calmar": 1.66, "maxDD": -24.87, "vol": 25.44, "winRate": 60.92, "avgWin": 2.92, "avgLoss": -2.69, "bestWeek": 9.45, "worstWeek": -10.41, "grossReturn": 531.34, "cost": 67.63, "netReturn": 423.17, "alpha": 378.3 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "BHEL", "qty": 11, "avgBuy": 401.55, "ltp": 400.65, "value": 4407, "alloc": 4.7 }, { "symbol": "LLOYDSME", "qty": 2, "avgBuy": 1755, "ltp": 1768.9, "value": 3538, "alloc": 3.8 }, { "symbol": "BSE", "qty": 1, "avgBuy": 3918.1, "ltp": 3913.4, "value": 3913, "alloc": 4.2 }, { "symbol": "SUZLON", "qty": 89, "avgBuy": 53.32, "ltp": 52.67, "value": 4688, "alloc": 5 }, { "symbol": "GVT&D", "qty": 1, "avgBuy": 4430, "ltp": 4327.5, "value": 4328, "alloc": 4.6 }, { "symbol": "THERMAX", "qty": 1, "avgBuy": 4536, "ltp": 4599.5, "value": 4600, "alloc": 4.9 }, { "symbol": "MCX", "qty": 1, "avgBuy": 3187, "ltp": 3203.3, "value": 3203, "alloc": 3.4 }, { "symbol": "HUDCO", "qty": 21, "avgBuy": 228.8, "ltp": 222.72, "value": 4677, "alloc": 5 }, { "symbol": "COCHINSHIP", "qty": 2, "avgBuy": 1721, "ltp": 1666.5, "value": 3333, "alloc": 3.5 }, { "symbol": "RADICO", "qty": 1, "avgBuy": 3486.5, "ltp": 3477, "value": 3477, "alloc": 3.7 }, { "symbol": "NATIONALUM", "qty": 11, "avgBuy": 393, "ltp": 408.2, "value": 4490, "alloc": 4.8 }, { "symbol": "MAHABANK", "qty": 58, "avgBuy": 81.85, "ltp": 80.18, "value": 4650, "alloc": 4.9 }, { "symbol": "TORNTPOWER", "qty": 3, "avgBuy": 1680, "ltp": 1487.4, "value": 4462, "alloc": 4.7 }, { "symbol": "PREMIERENE", "qty": 4, "avgBuy": 1002.5, "ltp": 968.2, "value": 3873, "alloc": 4.1 }, { "symbol": "SAIL", "qty": 23, "avgBuy": 180, "ltp": 197.76, "value": 4548, "alloc": 4.8 }, { "symbol": "NLCINDIA", "qty": 14, "avgBuy": 330.7, "ltp": 317, "value": 4438, "alloc": 4.7 }, { "symbol": "ATGL", "qty": 7, "avgBuy": 621.2, "ltp": 609.8, "value": 4269, "alloc": 4.5 }, { "symbol": "BHARATFORG", "qty": 2, "avgBuy": 1981.5, "ltp": 1974.9, "value": 3950, "alloc": 4.2 }, { "symbol": "NAM-INDIA", "qty": 4, "avgBuy": 1068, "ltp": 1067.2, "value": 4269, "alloc": 4.5 }, { "symbol": "IDEA", "qty": 369, "avgBuy": 12.19, "ltp": 12.7, "value": 4686, "alloc": 5 } ], "worstDrawdowns": [ { "started": "2024-12-20", "recovered": "2025-11-07", "maxDD": -24.87, "days": 322 }, { "started": "2022-04-15", "recovered": "2022-09-02", "maxDD": -18.48, "days": 140 }, { "started": "2023-01-06", "recovered": "2023-06-02", "maxDD": -15.52, "days": 147 }, { "started": "2021-10-22", "recovered": "2021-12-24", "maxDD": -12.16, "days": 63 }, { "started": "2022-01-21", "recovered": "2022-03-25", "maxDD": -11.35, "days": 63 } ], "monthlyReturns": { "2021": [ null, null, null, null, 0.4, 1.9, 8.2, 0.4, 11.2, 1.4, -6.5, 17.4 ], "2022": [ -0.1, -7.5, 8.2, 1.8, -6.2, -3.6, 9.1, 2.3, -1.5, 6.9, 13.6, 14.9 ], "2023": [ -10.8, -5.3, 4.1, 11.4, -1.1, 12.5, 6.7, 10, 10.4, -2.1, 15.4, 12.4 ], "2024": [ 10.5, 4.6, -0.5, 10.7, 8.4, 2.8, 3, 2.8, -1.9, -4.2, 2.3, 4.5 ], "2025": [ -15.5, -9.8, 9.7, 4.3, 8.7, 4.1, -5.1, 3.9, -0.3, 3.5, 3.7, 1.5 ], "2026": [ -2.8, 4.9, -14.8, 13.4, 2.8, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 37.5, "2022": 41.3, "2023": 79.4, "2024": 51.1, "2025": 5.6, "2026": 1.3 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "Focused mid-cap momentum from the Nifty Midcap 150", "20 stocks equal-weighted, rebalanced fortnightly", "Pure segment conviction: no large-cap or small-cap dilution", "India's mid-cap capex story, run through a momentum screen" ], "sectorNotes": "Heavy in metals/energy/power complex, exchanges, banks, pharma/chemicals, engineering, and select consumer/realty names.", "universeCharacter": "Nifty Midcap 150 = the 150 mid-cap stocks on the Nifty index. 20-stock equal-weight momentum filter rebalanced fortnightly with 5000 max stock price.", "rebalanceHistoryFile": "/data/rebalances/midcap.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "smallcap", "name": "Smallcap", "displayName": "Smallcap", "tagline": "50 stocks from the Nifty Smallcap 250. Fortnightly rotation.", "shortDesc": "50 stocks pulled from the Nifty Smallcap 250 universe, equal-weighted, rotated every 2 weeks. Pure small-cap momentum with breadth doing the risk work. The smallcap-only card on the lineup.", "longDesc": "Fifty stocks from the Nifty Smallcap 250 universe, equal-weighted at roughly 2 percent each, rebalanced every 2 weeks. Pure small-cap momentum with no large-cap or mid-cap dilution.\n\nBreadth is the built-in defence. Fifty names from a 250-stock universe spread single-name accidents thin, in a segment famous for violence in both directions.\n\nSmall-cap regime drawdowns are real, and this card takes them when they come. What the structure offers in exchange is exposure to the smallcap segment, screened fortnightly so the portfolio stays with the current leaders rather than yesterday's.\n\nThis is the smallcap-only conviction trade. For an investor who wants the 250-ranked-and-below names, India's emerging-leader pipeline, 50 stocks rotated every 2 weeks is the smallcap-only expression on the lineup.\n\nThe figures sit in the metrics above.", "universe": "Nifty Smallcap 250", "universeDisplay": "SMALLCAP", "stocks": 50, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 219000, "minCapitalDisplay": "219000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 38.69, "cumReturn": 407.11, "sharpe": 1.59, "sortino": 1.45, "calmar": 1.85, "maxDD": -22.34, "vol": 23.51, "winRate": 62.84, "avgWin": 2.68, "avgLoss": -2.59, "bestWeek": 9.04, "worstWeek": -9.84, "grossReturn": 536.88, "cost": 73.95, "netReturn": 407.11, "alpha": 362.23 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "HFCL", "qty": 29, "avgBuy": 149.41, "ltp": 153.4, "value": 4449, "alloc": 2 }, { "symbol": "WELCORP", "qty": 3, "avgBuy": 1329, "ltp": 1324.2, "value": 3973, "alloc": 1.8 }, { "symbol": "COHANCE", "qty": 9, "avgBuy": 479, "ltp": 463, "value": 4167, "alloc": 1.9 }, { "symbol": "GALLANTT", "qty": 5, "avgBuy": 899, "ltp": 807.35, "value": 4037, "alloc": 1.8 }, { "symbol": "HSCL", "qty": 7, "avgBuy": 615, "ltp": 623.3, "value": 4363, "alloc": 2 }, { "symbol": "DATAPATTNS", "qty": 1, "avgBuy": 4128.4, "ltp": 4221.9, "value": 4222, "alloc": 1.9 }, { "symbol": "SCI", "qty": 13, "avgBuy": 342, "ltp": 334.95, "value": 4354, "alloc": 2 }, { "symbol": "ELECON", "qty": 8, "avgBuy": 532.5, "ltp": 509, "value": 4072, "alloc": 1.9 }, { "symbol": "PNBHOUSING", "qty": 4, "avgBuy": 1078.3, "ltp": 1068, "value": 4272, "alloc": 1.9 }, { "symbol": "ACUTAAS", "qty": 1, "avgBuy": 2814, "ltp": 2824.4, "value": 2824, "alloc": 1.3 }, { "symbol": "SYRMA", "qty": 4, "avgBuy": 1118, "ltp": 1089.45, "value": 4358, "alloc": 2 }, { "symbol": "ATHERENERG", "qty": 4, "avgBuy": 963, "ltp": 945, "value": 3780, "alloc": 1.7 }, { "symbol": "NETWEB", "qty": 1, "avgBuy": 4304.5, "ltp": 4010, "value": 4010, "alloc": 1.8 }, { "symbol": "KIRLOSENG", "qty": 2, "avgBuy": 1660.1, "ltp": 1625.4, "value": 3251, "alloc": 1.5 }, { "symbol": "FINCABLES", "qty": 4, "avgBuy": 1130.25, "ltp": 1082, "value": 4328, "alloc": 2 }, { "symbol": "BANDHANBNK", "qty": 23, "avgBuy": 202, "ltp": 198.8, "value": 4572, "alloc": 2.1 }, { "symbol": "RRKABEL", "qty": 2, "avgBuy": 1920, "ltp": 1975, "value": 3950, "alloc": 1.8 }, { "symbol": "ANGELONE", "qty": 15, "avgBuy": 318, "ltp": 301.35, "value": 4520, "alloc": 2.1 }, { "symbol": "JINDALSAW", "qty": 19, "avgBuy": 239.5, "ltp": 239, "value": 4541, "alloc": 2.1 }, { "symbol": "ENGINERSIN", "qty": 18, "avgBuy": 248.8, "ltp": 242.15, "value": 4359, "alloc": 2 }, { "symbol": "DEEPAKFERT", "qty": 3, "avgBuy": 1273, "ltp": 1283.3, "value": 3850, "alloc": 1.7 }, { "symbol": "ONESOURCE", "qty": 2, "avgBuy": 1797.7, "ltp": 1790, "value": 3580, "alloc": 1.6 }, { "symbol": "DEEPAKNTR", "qty": 2, "avgBuy": 1861.9, "ltp": 1863.9, "value": 3728, "alloc": 1.7 }, { "symbol": "VIJAYA", "qty": 3, "avgBuy": 1330, "ltp": 1271.9, "value": 3816, "alloc": 1.7 }, { "symbol": "JPPOWER", "qty": 255, "avgBuy": 18.39, "ltp": 17.92, "value": 4570, "alloc": 2.1 }, { "symbol": "OLAELEC", "qty": 127, "avgBuy": 37, "ltp": 35.87, "value": 4555, "alloc": 2.1 }, { "symbol": "GRSE", "qty": 1, "avgBuy": 2940.5, "ltp": 2873.5, "value": 2874, "alloc": 1.3 }, { "symbol": "GMDCLTD", "qty": 6, "avgBuy": 665, "ltp": 665.75, "value": 3995, "alloc": 1.8 }, { "symbol": "APTUS", "qty": 16, "avgBuy": 284.5, "ltp": 272.9, "value": 4366, "alloc": 2 }, { "symbol": "TRITURBINE", "qty": 7, "avgBuy": 582, "ltp": 572.25, "value": 4006, "alloc": 1.8 }, { "symbol": "BLUEJET", "qty": 10, "avgBuy": 476, "ltp": 453.3, "value": 4533, "alloc": 2.1 }, { "symbol": "JUBLINGREA", "qty": 6, "avgBuy": 736.25, "ltp": 722.25, "value": 4334, "alloc": 2 }, { "symbol": "BELRISE", "qty": 21, "avgBuy": 218.5, "ltp": 211.41, "value": 4440, "alloc": 2 }, { "symbol": "GRANULES", "qty": 6, "avgBuy": 755.05, "ltp": 732.85, "value": 4397, "alloc": 2 }, { "symbol": "CESC", "qty": 25, "avgBuy": 182.4, "ltp": 180.47, "value": 4512, "alloc": 2.1 }, { "symbol": "ACMESOLAR", "qty": 15, "avgBuy": 295, "ltp": 288.6, "value": 4329, "alloc": 2 }, { "symbol": "AARTIIND", "qty": 9, "avgBuy": 485.5, "ltp": 471.4, "value": 4243, "alloc": 1.9 }, { "symbol": "GESHIP", "qty": 3, "avgBuy": 1590, "ltp": 1516.8, "value": 4550, "alloc": 2.1 }, { "symbol": "OLECTRA", "qty": 3, "avgBuy": 1372, "ltp": 1287.3, "value": 3862, "alloc": 1.8 }, { "symbol": "HINDCOPPER", "qty": 7, "avgBuy": 572.6, "ltp": 597.4, "value": 4182, "alloc": 1.9 }, { "symbol": "NAVA", "qty": 6, "avgBuy": 731, "ltp": 697.25, "value": 4184, "alloc": 1.9 }, { "symbol": "ABREL", "qty": 3, "avgBuy": 1371.8, "ltp": 1318.4, "value": 3955, "alloc": 1.8 }, { "symbol": "J&KBANK", "qty": 33, "avgBuy": 136.81, "ltp": 134.73, "value": 4446, "alloc": 2 }, { "symbol": "TITAGARH", "qty": 5, "avgBuy": 815, "ltp": 786.05, "value": 3930, "alloc": 1.8 }, { "symbol": "VTL", "qty": 7, "avgBuy": 607, "ltp": 620.3, "value": 4342, "alloc": 2 }, { "symbol": "BEML", "qty": 2, "avgBuy": 1916, "ltp": 1854.6, "value": 3709, "alloc": 1.7 }, { "symbol": "INOXWIND", "qty": 46, "avgBuy": 100.1, "ltp": 97.85, "value": 4501, "alloc": 2 }, { "symbol": "ABDL", "qty": 8, "avgBuy": 588.25, "ltp": 570.85, "value": 4567, "alloc": 2.1 } ], "worstDrawdowns": [ { "started": "2022-01-21", "recovered": "2022-04-01", "maxDD": -14.32, "days": 70 }, { "started": "2022-04-22", "recovered": "2022-07-15", "maxDD": -14.31, "days": 84 }, { "started": "2024-02-23", "recovered": "2024-04-19", "maxDD": -11.89, "days": 56 }, { "started": "2021-08-06", "recovered": "2021-09-03", "maxDD": -9.38, "days": 28 }, { "started": "2021-10-22", "recovered": "2021-12-24", "maxDD": -7.83, "days": 63 } ], "monthlyReturns": { "2021": [ null, null, null, null, 3.7, 9.1, 11.4, -4.4, 4.9, 3.7, -2.6, 8.9 ], "2022": [ 3.2, -7.7, 7.4, 6.5, -6.7, -0.7, 11.3, 3, 2, 4.2, 3.3, 0.6 ], "2023": [ -3.3, -1.5, 6.9, 7.8, 5.5, 11.3, 13.5, 8.1, 5.5, 1, 13.1, 11.6 ], "2024": [ 13.6, 3, -4.7, 7.6, 6.2, 7.8, 3.8, 2.3, 4.3, -4.4, 4.9, 1.8 ], "2025": [ -11.4, -11.3, 8.6, 1.7, 6.3, 2, -4.9, 0.3, 0.7, 4, -2.7, -0.2 ], "2026": [ -6.3, 3.6, -6.4, 12.7, 2.2, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 39.2, "2022": 28.2, "2023": 112.7, "2024": 55.2, "2025": -8.7, "2026": 4.7 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "Pure small-cap momentum from the Nifty Smallcap 250", "50 stocks equal-weighted, rebalanced fortnightly", "Breadth does the risk work in a volatile segment", "Smallcap momentum, screened fortnightly" ], "sectorNotes": "Broad small-cap spectrum across power, renewables, metals, pharma, capital goods, and micro-cap names.", "universeCharacter": "Nifty Smallcap 250 = the 250 small-cap stocks on the Nifty index. 50-stock equal-weight momentum filter rebalanced fortnightly with 5000 max stock price.", "rebalanceHistoryFile": "/data/rebalances/smallcap.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "microcap", "name": "Microcap", "displayName": "Microcap", "tagline": "50 stocks from the Nifty Microcap 250. The deepest cap-curve card on the lineup.", "shortDesc": "50 stocks pulled from the Nifty Microcap 250 universe, equal-weighted, rotated every 2 weeks. The deepest cap-curve card on the lineup, for investors who specifically want microcap exposure and accept the deeper swings that come with it.", "longDesc": "Fifty stocks from the Nifty Microcap 250 universe, equal-weighted at roughly 2 percent each, rebalanced every 2 weeks. The deepest cap-curve card on the lineup.\n\nThe 50-stock equal-weight structure spreads single-name risk. Individual microcaps can gap violently on no news. Fifty of them at roughly 2 percent each turn that violence into noise.\n\nMicrocap risk shows up in drawdown depth more than return uplift. The segment falls harder than small caps in a correction and takes longer to be believed on the way back. Compare this card's drawdown figures with Smallcap's before choosing between them.\n\nThis is not the obvious pick at this minimum capital. Smallcap runs a similar structure one shelf up the cap curve, with more liquid names and a milder regime cycle.\n\nFor an investor who specifically wants microcap exposure, distinct cap-curve risk, distinct stock-selection edge, this is the only card on the lineup drawn entirely from microcaps. Size as 5 to 10 percent of equity, satellite to a diversified core.\n\nRead the metrics above before you size the position.", "universe": "Nifty Microcap 250", "universeDisplay": "MICROCAP", "stocks": 50, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 225000, "minCapitalDisplay": "225000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 40, "cumReturn": 431.21, "sharpe": 1.52, "sortino": 1.42, "calmar": 1.52, "maxDD": -26.43, "vol": 24.09, "winRate": 63.22, "avgWin": 2.68, "avgLoss": -2.68, "bestWeek": 9.09, "worstWeek": -10.81, "grossReturn": 506.22, "cost": 63.77, "netReturn": 431.21, "alpha": 386.33 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "STLTECH", "qty": 7, "avgBuy": 394.7, "ltp": 400.15, "value": 2801, "alloc": 2 }, { "symbol": "WEBELSOLAR", "qty": 26, "avgBuy": 111.13, "ltp": 109.6, "value": 2850, "alloc": 2 }, { "symbol": "CUPID", "qty": 23, "avgBuy": 130.99, "ltp": 121.4, "value": 2792, "alloc": 2 }, { "symbol": "QPOWER", "qty": 2, "avgBuy": 1273.4, "ltp": 1260, "value": 2520, "alloc": 1.8 }, { "symbol": "APOLLO", "qty": 9, "avgBuy": 318.9, "ltp": 305.15, "value": 2746, "alloc": 2 }, { "symbol": "JAYNECOIND", "qty": 27, "avgBuy": 111, "ltp": 107.32, "value": 2898, "alloc": 2.1 }, { "symbol": "HCC", "qty": 131, "avgBuy": 22.6, "ltp": 22.22, "value": 2911, "alloc": 2.1 }, { "symbol": "TDPOWERSYS", "qty": 2, "avgBuy": 1184.5, "ltp": 1188, "value": 2376, "alloc": 1.7 }, { "symbol": "KRN", "qty": 2, "avgBuy": 1275.8, "ltp": 1227.6, "value": 2455, "alloc": 1.8 }, { "symbol": "AZAD", "qty": 1, "avgBuy": 2185.3, "ltp": 2161, "value": 2161, "alloc": 1.5 }, { "symbol": "KIRLPNU", "qty": 1, "avgBuy": 1521.7, "ltp": 1499.7, "value": 1500, "alloc": 1.1 }, { "symbol": "BALAMINES", "qty": 2, "avgBuy": 1425, "ltp": 1368.5, "value": 2737, "alloc": 2 }, { "symbol": "JAIBALAJI", "qty": 34, "avgBuy": 86.5, "ltp": 85.3, "value": 2900, "alloc": 2.1 }, { "symbol": "SKYGOLD", "qty": 6, "avgBuy": 501.45, "ltp": 447.35, "value": 2684, "alloc": 1.9 }, { "symbol": "SKIPPER", "qty": 6, "avgBuy": 452.3, "ltp": 459, "value": 2754, "alloc": 2 }, { "symbol": "LLOYDSENT", "qty": 40, "avgBuy": 71.1, "ltp": 72, "value": 2880, "alloc": 2.1 }, { "symbol": "PTC", "qty": 13, "avgBuy": 212.8, "ltp": 208.68, "value": 2713, "alloc": 1.9 }, { "symbol": "LLOYDSENGG", "qty": 41, "avgBuy": 66.23, "ltp": 70.82, "value": 2904, "alloc": 2.1 }, { "symbol": "DIACABS", "qty": 16, "avgBuy": 175.35, "ltp": 174.6, "value": 2794, "alloc": 2 }, { "symbol": "GOKULAGRO", "qty": 12, "avgBuy": 240.3, "ltp": 238.22, "value": 2859, "alloc": 2 }, { "symbol": "ASHAPURMIN", "qty": 4, "avgBuy": 655, "ltp": 673.1, "value": 2692, "alloc": 1.9 }, { "symbol": "MIDHANI", "qty": 6, "avgBuy": 409, "ltp": 420.9, "value": 2525, "alloc": 1.8 }, { "symbol": "AVANTIFEED", "qty": 2, "avgBuy": 1410.8, "ltp": 1359, "value": 2718, "alloc": 1.9 }, { "symbol": "EIEL", "qty": 14, "avgBuy": 219, "ltp": 207.36, "value": 2903, "alloc": 2.1 }, { "symbol": "SANSERA", "qty": 1, "avgBuy": 2460, "ltp": 2441.3, "value": 2441, "alloc": 1.7 }, { "symbol": "INOXINDIA", "qty": 2, "avgBuy": 1464.6, "ltp": 1433.2, "value": 2866, "alloc": 2 }, { "symbol": "PFOCUS", "qty": 10, "avgBuy": 293, "ltp": 276.3, "value": 2763, "alloc": 2 }, { "symbol": "PRAJIND", "qty": 7, "avgBuy": 400, "ltp": 394.15, "value": 2759, "alloc": 2 }, { "symbol": "KTKBANK", "qty": 11, "avgBuy": 252.3, "ltp": 250.75, "value": 2758, "alloc": 2 }, { "symbol": "POWERMECH", "qty": 1, "avgBuy": 2537, "ltp": 2445, "value": 2445, "alloc": 1.7 }, { "symbol": "PARAS", "qty": 3, "avgBuy": 863.3, "ltp": 832.4, "value": 2497, "alloc": 1.8 }, { "symbol": "ANUP", "qty": 1, "avgBuy": 2080, "ltp": 2026.1, "value": 2026, "alloc": 1.4 }, { "symbol": "AETHER", "qty": 2, "avgBuy": 1202, "ltp": 1164.9, "value": 2330, "alloc": 1.7 }, { "symbol": "OPTIEMUS", "qty": 6, "avgBuy": 430.05, "ltp": 423.1, "value": 2539, "alloc": 1.8 }, { "symbol": "PRUDENT", "qty": 1, "avgBuy": 2723.2, "ltp": 2743, "value": 2743, "alloc": 2 }, { "symbol": "TIPSMUSIC", "qty": 4, "avgBuy": 655.95, "ltp": 633.55, "value": 2534, "alloc": 1.8 }, { "symbol": "TMB", "qty": 4, "avgBuy": 683.2, "ltp": 690.1, "value": 2760, "alloc": 2 }, { "symbol": "EMIL", "qty": 25, "avgBuy": 117.3, "ltp": 115.39, "value": 2885, "alloc": 2.1 }, { "symbol": "TANLA", "qty": 5, "avgBuy": 549, "ltp": 529.85, "value": 2649, "alloc": 1.9 }, { "symbol": "ADVENZYMES", "qty": 7, "avgBuy": 390, "ltp": 371.9, "value": 2603, "alloc": 1.9 }, { "symbol": "SHAILY", "qty": 1, "avgBuy": 2742, "ltp": 2730.5, "value": 2731, "alloc": 2 }, { "symbol": "DBREALTY", "qty": 22, "avgBuy": 135, "ltp": 131.88, "value": 2901, "alloc": 2.1 }, { "symbol": "MANORAMA", "qty": 2, "avgBuy": 1605, "ltp": 1362.5, "value": 2725, "alloc": 1.9 }, { "symbol": "LXCHEM", "qty": 18, "avgBuy": 166.4, "ltp": 157.41, "value": 2833, "alloc": 2 }, { "symbol": "EQUITASBNK", "qty": 41, "avgBuy": 70.1, "ltp": 69.34, "value": 2843, "alloc": 2 }, { "symbol": "BORORENEW", "qty": 5, "avgBuy": 550, "ltp": 545.5, "value": 2728, "alloc": 1.9 }, { "symbol": "JSFB", "qty": 6, "avgBuy": 454, "ltp": 473.25, "value": 2840, "alloc": 2 }, { "symbol": "PNGJL", "qty": 4, "avgBuy": 669.45, "ltp": 628.5, "value": 2514, "alloc": 1.8 } ], "worstDrawdowns": [ { "started": "2022-01-21", "recovered": "2022-08-19", "maxDD": -18.92, "days": 210 }, { "started": "2021-08-06", "recovered": "2021-09-24", "maxDD": -12.6, "days": 49 }, { "started": "2024-02-09", "recovered": "2024-03-29", "maxDD": -10.9, "days": 49 }, { "started": "2021-10-22", "recovered": "2021-12-03", "maxDD": -8.24, "days": 42 }, { "started": "2023-01-20", "recovered": "2023-04-07", "maxDD": -6.74, "days": 77 } ], "monthlyReturns": { "2021": [ null, null, null, null, 1.9, 9.8, 13.8, -6.4, 4.9, 2.9, -1.7, 12.5 ], "2022": [ 1.1, -10.7, 7.3, 7.1, -7.5, -1.9, 10.8, 3.7, -1.5, 3.3, 4.5, 2.6 ], "2023": [ -5.6, 0.4, 2.7, 6.9, 8.2, 9.1, 13.6, 7.4, 3.6, 3.4, 13.3, 6.1 ], "2024": [ 12.5, 1.3, -2.7, 10.7, 2.4, 10.4, 5.1, 4.1, 6.4, -3.4, 9.5, -1.8 ], "2025": [ -12.3, -13.3, 9.8, 0.5, 8.8, 2.7, -0.3, -0.7, -0.4, 4.3, 0, -3.9 ], "2026": [ -5.5, 4.3, -8.7, 17.8, 1.9, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 42.1, "2022": 17.9, "2023": 92.8, "2024": 67.7, "2025": -7.3, "2026": 8.1 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "Deep microcap momentum from the Nifty Microcap 250", "50 stocks equal-weighted, rebalanced fortnightly", "The only card on the lineup drawn entirely from microcaps", "Satellite sizing: 5 to 10 percent of equity next to a diversified core" ], "sectorNotes": "Pure microcap spectrum with diverse holdings across multiple smaller cap segments.", "universeCharacter": "Nifty Microcap 250 = the 250 microcap stocks on the Nifty index. 50-stock equal-weight momentum filter rebalanced fortnightly with 5000 max stock price.", "rebalanceHistoryFile": "/data/rebalances/microcap.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "largemid-multi-asset", "name": "Large Mid Multi Asset", "displayName": "Large Mid Multi Asset", "tagline": "40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250.", "shortDesc": "LargeMid 250 momentum engine wrapped in an 80/10/10 multi-asset cushion. 40 equity stocks plus 10% LiquidCase and 10% GoldBees, rebalanced every 2 weeks. Built for drawdown control: large and mid-cap names with debt and gold sleeves on top.", "longDesc": "Same overlay as Allcap Multi Asset (Eq 80 / Debt 10 / Gold 10), but on the LargeMidCap 250 universe instead of the Nifty Total Market. Drawdown control is the design brief.\n\nThe narrower equity universe, the top 250 names by market cap, trades some of the broad-market engine for steadier underlying names, and the debt and gold sleeves take the edge off whatever equity drawdowns remain. Two layers of cushioning on one card.\n\nWhen equity regimes turn hostile, this card is built to give back less than its pure-equity twin. The sleeves cannot cancel a drawdown. They shrink it.\n\nThe lived experience of this card is a large and mid-cap equity sleeve with debt and gold sleeves alongside it. The drawdown record above shows the current version of that story.\n\nFor an investor who wants the LargeMidCap 250 universe with debt and gold sleeves for drawdown control, 40 stocks rotated every 2 weeks is the only card on the lineup that combines them. Sized as the core sleeve of a moderate-risk portfolio.\n\nEvery performance claim this card could make already sits in the panel above.", "universe": "Nifty LargeMidCap 250", "universeDisplay": "EQUITY", "stocks": 42, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 249000, "minCapitalDisplay": "249000", "maxStockPrice": "5000", "risk": "Moderate", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 34, "cumReturn": 327.42, "sharpe": 1.72, "sortino": 1.63, "calmar": 2.07, "maxDD": -17.6, "vol": 19.13, "winRate": 64.37, "avgWin": 2.19, "avgLoss": -2.18, "bestWeek": 8.1, "worstWeek": -7.72, "grossReturn": 427.52, "cost": 53.29, "netReturn": 327.42, "alpha": 282.54 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "BHEL", "qty": 12, "avgBuy": 401.55, "ltp": 401.7, "value": 4820, "alloc": 1.9 }, { "symbol": "ADANIPOWER", "qty": 23, "avgBuy": 222.77, "ltp": 214.85, "value": 4942, "alloc": 2 }, { "symbol": "ADANIGREEN", "qty": 3, "avgBuy": 1391, "ltp": 1366.1, "value": 4098, "alloc": 1.6 }, { "symbol": "ADANIENSOL", "qty": 3, "avgBuy": 1344.8, "ltp": 1316.6, "value": 3950, "alloc": 1.6 }, { "symbol": "LLOYDSME", "qty": 2, "avgBuy": 1755, "ltp": 1756, "value": 3512, "alloc": 1.4 }, { "symbol": "BSE", "qty": 1, "avgBuy": 3918.1, "ltp": 3906, "value": 3906, "alloc": 1.5 }, { "symbol": "SUZLON", "qty": 96, "avgBuy": 53.32, "ltp": 52.36, "value": 5027, "alloc": 2 }, { "symbol": "GVT&D", "qty": 1, "avgBuy": 4430, "ltp": 4323.9, "value": 4324, "alloc": 1.7 }, { "symbol": "THERMAX", "qty": 1, "avgBuy": 4536, "ltp": 4578.1, "value": 4578, "alloc": 1.8 }, { "symbol": "MCX", "qty": 1, "avgBuy": 3187, "ltp": 3209.9, "value": 3210, "alloc": 1.3 }, { "symbol": "HUDCO", "qty": 22, "avgBuy": 228.8, "ltp": 221.28, "value": 4868, "alloc": 1.9 }, { "symbol": "COCHINSHIP", "qty": 3, "avgBuy": 1721, "ltp": 1652.9, "value": 4959, "alloc": 2 }, { "symbol": "RADICO", "qty": 1, "avgBuy": 3486.5, "ltp": 3475.2, "value": 3475, "alloc": 1.4 }, { "symbol": "NATIONALUM", "qty": 12, "avgBuy": 393, "ltp": 406.15, "value": 4874, "alloc": 1.9 }, { "symbol": "ADANIENT", "qty": 2, "avgBuy": 2501, "ltp": 2476, "value": 4952, "alloc": 2 }, { "symbol": "MAHABANK", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "TORNTPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.7 }, { "symbol": "PREMIERENE", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.9 }, { "symbol": "SAIL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.9 }, { "symbol": "VBL", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.9 }, { "symbol": "NLCINDIA", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.9 }, { "symbol": "SIEMENS", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.4 }, { "symbol": "VEDL", "qty": 15, "avgBuy": 299, "ltp": 321.75, "value": 4826, "alloc": 1.9 }, { "symbol": "CGPOWER", "qty": 5, "avgBuy": 858.2, "ltp": 841.8, "value": 4209, "alloc": 1.7 }, { "symbol": "ATGL", "qty": 8, "avgBuy": 621.2, "ltp": 608.15, "value": 4865, "alloc": 1.9 }, { "symbol": "NESTLEIND", "qty": 3, "avgBuy": 1474.4, "ltp": 1464.7, "value": 4394, "alloc": 1.7 }, { "symbol": "BHARATFORG", "qty": 2, "avgBuy": 1981.5, "ltp": 1969.2, "value": 3938, "alloc": 1.6 }, { "symbol": "ADANIPORTS", "qty": 2, "avgBuy": 1766.5, "ltp": 1734.1, "value": 3468, "alloc": 1.4 }, { "symbol": "NAM-INDIA", "qty": 4, "avgBuy": 1068, "ltp": 1062.4, "value": 4250, "alloc": 1.7 }, { "symbol": "IDEA", "qty": 401, "avgBuy": 12.19, "ltp": 12.58, "value": 5045, "alloc": 2 }, { "symbol": "ENRIN", "qty": 1, "avgBuy": 3161.9, "ltp": 3071.9, "value": 3072, "alloc": 1.2 }, { "symbol": "AUROPHARMA", "qty": 3, "avgBuy": 1479, "ltp": 1493.2, "value": 4480, "alloc": 1.8 }, { "symbol": "HINDALCO", "qty": 4, "avgBuy": 1025.4, "ltp": 1076.4, "value": 4306, "alloc": 1.7 }, { "symbol": "NTPCGREEN", "qty": 45, "avgBuy": 107.99, "ltp": 110.3, "value": 4964, "alloc": 2 }, { "symbol": "LODHA", "qty": 5, "avgBuy": 929.05, "ltp": 884.85, "value": 4424, "alloc": 1.7 }, { "symbol": "JSWENERGY", "qty": 9, "avgBuy": 558, "ltp": 516.85, "value": 4652, "alloc": 1.8 }, { "symbol": "TATAPOWER", "qty": 12, "avgBuy": 434, "ltp": 411.65, "value": 4940, "alloc": 2 }, { "symbol": "HAL", "qty": 1, "avgBuy": 4750, "ltp": 4658, "value": 4658, "alloc": 1.8 }, { "symbol": "GODREJIND", "qty": 4, "avgBuy": 1144.8, "ltp": 1100.85, "value": 4403, "alloc": 1.7 }, { "symbol": "PFC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.7 }, { "symbol": "LIQUIDCASE", "qty": 221, "avgBuy": 114.01, "ltp": 114.03, "value": 25201, "alloc": 10 }, { "symbol": "GOLDBEES", "qty": 191, "avgBuy": 123.25, "ltp": 131.65, "value": 25145, "alloc": 9.9 } ], "worstDrawdowns": [ { "started": "2024-09-27", "recovered": "2025-09-12", "maxDD": -17.6, "days": 350 }, { "started": "2022-04-15", "recovered": "2022-08-05", "maxDD": -14.34, "days": 112 }, { "started": "2022-12-23", "recovered": "2023-05-26", "maxDD": -12.21, "days": 154 }, { "started": "2026-03-06", "recovered": "2026-04-10", "maxDD": -11.22, "days": 35 }, { "started": "2024-02-23", "recovered": "2024-03-29", "maxDD": -7.71, "days": 35 } ], "monthlyReturns": { "2021": [ null, null, null, null, 0.7, 3.1, 6.9, 2.1, 5.9, 0.5, -3.2, 8.5 ], "2022": [ 1.1, -4.1, 8, 3.8, -5.5, -3, 9.4, 3.9, -0.9, 6, 8.8, 7.4 ], "2023": [ -8.3, -2.7, 2, 7.8, 1, 8, 6, 5, 10.7, -2.4, 11.2, 11.6 ], "2024": [ 9.2, 4.3, -0.5, 6.7, 9.3, 4.2, 4.5, 0.7, -0.4, -5.4, 1.4, 2.6 ], "2025": [ -10.1, -5.7, 7.4, 3.6, 5.9, 2.9, -4, 2.1, 1.2, 4.6, 2.4, 0.9 ], "2026": [ -1.8, 7.5, -10.2, 12.6, 1, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 26.8, "2022": 39.2, "2023": 59.6, "2024": 41.9, "2025": 10.1, "2026": 7.8 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "LargeMidCap 250 momentum with an 80/10/10 multi-asset overlay", "Two cushions: a large and mid-cap universe plus debt and gold sleeves", "Designed for drawdown control first, momentum capture second", "The core sleeve of a moderate-risk portfolio" ], "sectorNotes": "40-stock large-midcap universe with significant metals, power, financials, and industrial tilt.", "universeCharacter": "Nifty LargeMidCap 250 = 250 large-midcap stocks spanning both large and mid-cap segments. 40-stock equal-weight momentum filter plus 10% debt (LiquidCase) and 10% gold (GoldBees), rebalanced fortnightly.", "rebalanceHistoryFile": "/data/rebalances/largemid-multi-asset.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "large-midcap", "name": "Large Midcap", "displayName": "Large Midcap", "tagline": "40 stocks from the Nifty LargeMidCap 250. The large and mid-cap middle path.", "shortDesc": "40 stocks pulled from the Nifty LargeMidCap 250 universe, equal-weighted, rotated every 2 weeks. The middle path: large-caps for liquidity, mid-caps for growth, no small-cap or micro-cap regime risk.", "longDesc": "40 stocks from the Nifty LargeMidCap 250 universe, equal-weighted, rotated every 2 weeks. Pure equity, no buffer sleeves.\n\nThe universe is the argument. LargeMidCap 250 spans the top 250 names, so every holding has size, liquidity, and institutional coverage. Momentum on that shelf behaves differently from momentum on small caps: shallower air pockets.\n\nAgainst the concentrated cards you give up some octane and buy a tighter cap-curve: no small-cap regime risk, no micro-cap gap risk. The drawdown figures above show what that has been worth lately.\n\nThis is not the maximum-octane card on the lineup. It is the pure-equity card on the LargeMidCap 250 universe. For an investor who wants pure-equity momentum exposure but does not want the cap-curve risk of Midcap Smallcap or Microcap, the LargeMidCap 250 universe is the answer.\n\nThe universe is narrower than the Nifty Total Market that Allcap screens, so the two cards express the same signal at different breadths. Broader universe, more diversification. Tighter universe, larger and more liquid names. Pick the trade you prefer.\n\nThe structure the numbers above measure stays put.", "universe": "Nifty LargeMidCap 250", "universeDisplay": "EQUITY", "stocks": 40, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 199000, "minCapitalDisplay": "199000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 37.44, "cumReturn": 384.75, "sharpe": 1.69, "sortino": 1.6, "calmar": 2.08, "maxDD": -19.31, "vol": 21.36, "winRate": 64.37, "avgWin": 2.43, "avgLoss": -2.45, "bestWeek": 8.62, "worstWeek": -8.36, "grossReturn": 509.05, "cost": 66.53, "netReturn": 384.75, "alpha": 339.87 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "BHEL", "qty": 12, "avgBuy": 401.55, "ltp": 400.95, "value": 4811, "alloc": 2.4 }, { "symbol": "ADANIPOWER", "qty": 23, "avgBuy": 222.77, "ltp": 214.88, "value": 4942, "alloc": 2.4 }, { "symbol": "ADANIGREEN", "qty": 3, "avgBuy": 1391, "ltp": 1365.1, "value": 4095, "alloc": 2 }, { "symbol": "ADANIENSOL", "qty": 3, "avgBuy": 1344.8, "ltp": 1317.4, "value": 3952, "alloc": 2 }, { "symbol": "LLOYDSME", "qty": 2, "avgBuy": 1755, "ltp": 1755.7, "value": 3511, "alloc": 1.7 }, { "symbol": "BSE", "qty": 1, "avgBuy": 3918.1, "ltp": 3905.3, "value": 3905, "alloc": 1.9 }, { "symbol": "SUZLON", "qty": 96, "avgBuy": 53.32, "ltp": 52.37, "value": 5028, "alloc": 2.5 }, { "symbol": "GVT&D", "qty": 1, "avgBuy": 4430, "ltp": 4323.8, "value": 4324, "alloc": 2.1 }, { "symbol": "THERMAX", "qty": 1, "avgBuy": 4536, "ltp": 4576.3, "value": 4576, "alloc": 2.3 }, { "symbol": "MCX", "qty": 1, "avgBuy": 3187, "ltp": 3213.3, "value": 3213, "alloc": 1.6 }, { "symbol": "RADICO", "qty": 1, "avgBuy": 3486.5, "ltp": 3478, "value": 3478, "alloc": 1.7 }, { "symbol": "NATIONALUM", "qty": 12, "avgBuy": 393, "ltp": 407.15, "value": 4886, "alloc": 2.4 }, { "symbol": "MAHABANK", "qty": 63, "avgBuy": 81.85, "ltp": 79.95, "value": 5037, "alloc": 2.5 }, { "symbol": "PREMIERENE", "qty": 5, "avgBuy": 1002.5, "ltp": 971.5, "value": 4858, "alloc": 2.4 }, { "symbol": "SAIL", "qty": 25, "avgBuy": 180, "ltp": 197.8, "value": 4945, "alloc": 2.4 }, { "symbol": "NLCINDIA", "qty": 15, "avgBuy": 330.7, "ltp": 317.3, "value": 4760, "alloc": 2.4 }, { "symbol": "SIEMENS", "qty": 1, "avgBuy": 3589.2, "ltp": 3523.6, "value": 3524, "alloc": 1.7 }, { "symbol": "VEDL", "qty": 15, "avgBuy": 299, "ltp": 321.8, "value": 4827, "alloc": 2.4 }, { "symbol": "CGPOWER", "qty": 5, "avgBuy": 858.2, "ltp": 843.75, "value": 4219, "alloc": 2.1 }, { "symbol": "BHARATFORG", "qty": 2, "avgBuy": 1981.5, "ltp": 1968.4, "value": 3937, "alloc": 1.9 }, { "symbol": "NAM-INDIA", "qty": 4, "avgBuy": 1068, "ltp": 1060.9, "value": 4244, "alloc": 2.1 }, { "symbol": "AUROPHARMA", "qty": 3, "avgBuy": 1479, "ltp": 1492.1, "value": 4476, "alloc": 2.2 }, { "symbol": "HINDALCO", "qty": 4, "avgBuy": 1025.4, "ltp": 1076.4, "value": 4306, "alloc": 2.1 }, { "symbol": "NTPCGREEN", "qty": 45, "avgBuy": 107.99, "ltp": 110.2, "value": 4959, "alloc": 2.5 }, { "symbol": "PFC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "HUDCO", "qty": 22, "avgBuy": 228.8, "ltp": 221.52, "value": 4873, "alloc": 2.4 }, { "symbol": "COCHINSHIP", "qty": 3, "avgBuy": 1721, "ltp": 1652.6, "value": 4958, "alloc": 2.5 }, { "symbol": "ADANIENT", "qty": 2, "avgBuy": 2501, "ltp": 2479.4, "value": 4959, "alloc": 2.5 }, { "symbol": "TORNTPOWER", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 2 }, { "symbol": "VBL", "qty": 10, "avgBuy": 502.7, "ltp": 493.65, "value": 4937, "alloc": 2.4 }, { "symbol": "ATGL", "qty": 8, "avgBuy": 621.2, "ltp": 607.3, "value": 4858, "alloc": 2.4 }, { "symbol": "NESTLEIND", "qty": 3, "avgBuy": 1474.4, "ltp": 1465.1, "value": 4395, "alloc": 2.2 }, { "symbol": "ADANIPORTS", "qty": 2, "avgBuy": 1766.5, "ltp": 1732.9, "value": 3466, "alloc": 1.7 }, { "symbol": "IDEA", "qty": 400, "avgBuy": 12.19, "ltp": 12.59, "value": 5036, "alloc": 2.5 }, { "symbol": "ENRIN", "qty": 1, "avgBuy": 3161.9, "ltp": 3071, "value": 3071, "alloc": 1.5 }, { "symbol": "LODHA", "qty": 5, "avgBuy": 929.05, "ltp": 885.1, "value": 4426, "alloc": 2.2 }, { "symbol": "JSWENERGY", "qty": 9, "avgBuy": 558, "ltp": 515.35, "value": 4638, "alloc": 2.3 }, { "symbol": "TATAPOWER", "qty": 12, "avgBuy": 434, "ltp": 411.2, "value": 4934, "alloc": 2.4 }, { "symbol": "HAL", "qty": 1, "avgBuy": 4750, "ltp": 4657, "value": 4657, "alloc": 2.3 }, { "symbol": "GODREJIND", "qty": 4, "avgBuy": 1144.8, "ltp": 1101.1, "value": 4404, "alloc": 2.2 } ], "worstDrawdowns": [ { "started": "2024-09-27", "recovered": "2025-10-10", "maxDD": -19.31, "days": 378 }, { "started": "2022-04-15", "recovered": "2022-08-05", "maxDD": -16.52, "days": 112 }, { "started": "2022-12-23", "recovered": "2023-06-02", "maxDD": -14.46, "days": 161 }, { "started": "2026-03-06", "recovered": "2026-04-10", "maxDD": -10.82, "days": 35 }, { "started": "2021-10-22", "recovered": "2021-12-24", "maxDD": -9.17, "days": 63 } ], "monthlyReturns": { "2021": [ null, null, null, null, 0.7, 4.4, 8.3, 2.7, 7.4, 0.3, -3.9, 10.3 ], "2022": [ 1.4, -5.3, 9.4, 4.6, -6.4, -3.5, 11.1, 4.6, -1, 7, 9.8, 8.2 ], "2023": [ -9.7, -2.9, 1.7, 8.9, 1.2, 9.5, 6.7, 5.7, 12.1, -3, 12.3, 12.6 ], "2024": [ 10.1, 4.6, -1, 7, 10.1, 4.4, 4.9, 0.6, -0.6, -5.9, 1.6, 2.8 ], "2025": [ -11.1, -6.4, 7.6, 3.7, 6.3, 3.2, -4.4, 1.9, 0.7, 4.7, 2.2, 0.5 ], "2026": [ -2.5, 7.2, -10.3, 13.7, 1.2, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 33.6, "2022": 45.2, "2023": 66.7, "2024": 44.6, "2025": 7.5, "2026": 7.8 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "Large and mid-cap momentum from the Nifty LargeMidCap 250", "40 stocks equal-weighted, rebalanced fortnightly", "Large-caps for liquidity, mid-caps for growth, nothing below", "The middle path between broad-market breadth and concentrated bets" ], "sectorNotes": "40-stock large-midcap universe with heavy metals/energy/power/financials tilt and meaningful diversification.", "universeCharacter": "Nifty LargeMidCap 250 = 250 large-midcap stocks. 40-stock equal-weight momentum filter rebalanced fortnightly with 5000 max stock price. Pure equity, no buffer sleeves.", "rebalanceHistoryFile": "/data/rebalances/large-midcap.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "large-mid-hybrid", "name": "Large Mid Hybrid", "displayName": "Large Mid Hybrid", "tagline": "40 equity stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the LargeMidCap 250.", "shortDesc": "LargeMid 250 momentum engine wrapped in an 80/20 equity-plus-debt overlay. 40 equity stocks plus 20% LiquidCase, rebalanced every 2 weeks. No gold sleeve. The equity-plus-debt sibling of Large Mid Multi Asset.", "longDesc": "The simpler equity-plus-debt sibling of Large Mid Multi Asset. Same 40-stock equity sleeve, same LargeMidCap 250 universe, same 2-week rebalance, but the 10% gold sleeve is folded into debt for a 20% LiquidCase cushion.\n\nThe equity engine is identical to the multi-asset twin. The difference is what the cushion is made of: all debt, no gold. Debt earns steadily in every regime and hedges nothing. Gold hedges some regimes and earns nothing in others. This card picks the first trade.\n\nWhat you save: a simpler profile with no commodity holding, and one fewer position to track. The turnover profile matches the multi-asset twin, so the cost line above tends to track it too.\n\nThis is for an investor who explicitly does not want gold exposure. The structural ride is similar to the multi-asset twin and the LargeMidCap 250 universe is preserved.\n\nPerformance figures live in the metrics panel above.", "universe": "Nifty LargeMidCap 250", "universeDisplay": "EQUITY", "stocks": 41, "rebalance": "2 weeks", "rebalanceFreq": "2W", "minCapital": 249000, "minCapitalDisplay": "249000", "maxStockPrice": "5000", "risk": "Moderate", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 32.85, "cumReturn": 309.5, "sharpe": 1.67, "sortino": 1.58, "calmar": 1.94, "maxDD": -18.27, "vol": 19.25, "winRate": 64.37, "avgWin": 2.18, "avgLoss": -2.21, "bestWeek": 8.09, "worstWeek": -7.92, "grossReturn": 408.87, "cost": 53.29, "netReturn": 309.5, "alpha": 264.63 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "BHEL", "qty": 12, "avgBuy": 401.55, "ltp": 404.85, "value": 4858, "alloc": 1.9 }, { "symbol": "ADANIPOWER", "qty": 23, "avgBuy": 222.77, "ltp": 215.5, "value": 4957, "alloc": 2 }, { "symbol": "ADANIGREEN", "qty": 3, "avgBuy": 1391, "ltp": 1377.2, "value": 4132, "alloc": 1.6 }, { "symbol": "ADANIENSOL", "qty": 3, "avgBuy": 1344.8, "ltp": 1321.5, "value": 3965, "alloc": 1.6 }, { "symbol": "LLOYDSME", "qty": 2, "avgBuy": 1755, "ltp": 1752, "value": 3504, "alloc": 1.4 }, { "symbol": "BSE", "qty": 1, "avgBuy": 3918.1, "ltp": 3906.8, "value": 3907, "alloc": 1.5 }, { "symbol": "SUZLON", "qty": 95, "avgBuy": 53.32, "ltp": 53.04, "value": 5039, "alloc": 2 }, { "symbol": "GVT&D", "qty": 1, "avgBuy": 4430, "ltp": 4353.9, "value": 4354, "alloc": 1.7 }, { "symbol": "THERMAX", "qty": 1, "avgBuy": 4536, "ltp": 4576, "value": 4576, "alloc": 1.8 }, { "symbol": "MCX", "qty": 1, "avgBuy": 3187, "ltp": 3212, "value": 3212, "alloc": 1.3 }, { "symbol": "HUDCO", "qty": 22, "avgBuy": 228.8, "ltp": 221.28, "value": 4868, "alloc": 1.9 }, { "symbol": "COCHINSHIP", "qty": 3, "avgBuy": 1721, "ltp": 1662, "value": 4986, "alloc": 2 }, { "symbol": "RADICO", "qty": 1, "avgBuy": 3486.5, "ltp": 3450, "value": 3450, "alloc": 1.4 }, { "symbol": "NATIONALUM", "qty": 12, "avgBuy": 393, "ltp": 408.3, "value": 4900, "alloc": 1.9 }, { "symbol": "ADANIENT", "qty": 2, "avgBuy": 2501, "ltp": 2515.7, "value": 5031, "alloc": 2 }, { "symbol": "MAHABANK", "qty": 63, "avgBuy": 81.85, "ltp": 80.12, "value": 5048, "alloc": 2 }, { "symbol": "TORNTPOWER", "qty": 3, "avgBuy": 1680, "ltp": 1483.4, "value": 4450, "alloc": 1.8 }, { "symbol": "PREMIERENE", "qty": 5, "avgBuy": 1002.5, "ltp": 975.6, "value": 4878, "alloc": 1.9 }, { "symbol": "SAIL", "qty": 25, "avgBuy": 180, "ltp": 199, "value": 4975, "alloc": 2 }, { "symbol": "VBL", "qty": 10, "avgBuy": 502.7, "ltp": 494.95, "value": 4950, "alloc": 2 }, { "symbol": "NLCINDIA", "qty": 15, "avgBuy": 330.7, "ltp": 318.7, "value": 4781, "alloc": 1.9 }, { "symbol": "SIEMENS", "qty": 1, "avgBuy": 3589.2, "ltp": 3549.6, "value": 3550, "alloc": 1.4 }, { "symbol": "VEDL", "qty": 15, "avgBuy": 299, "ltp": 321.55, "value": 4823, "alloc": 1.9 }, { "symbol": "CGPOWER", "qty": 5, "avgBuy": 858.2, "ltp": 844.4, "value": 4222, "alloc": 1.7 }, { "symbol": "ATGL", "qty": 8, "avgBuy": 621.2, "ltp": 610.8, "value": 4886, "alloc": 1.9 }, { "symbol": "NESTLEIND", "qty": 3, "avgBuy": 1474.4, "ltp": 1474.6, "value": 4424, "alloc": 1.7 }, { "symbol": "BHARATFORG", "qty": 2, "avgBuy": 1981.5, "ltp": 1966, "value": 3932, "alloc": 1.6 }, { "symbol": "ADANIPORTS", "qty": 2, "avgBuy": 1766.5, "ltp": 1744.3, "value": 3489, "alloc": 1.4 }, { "symbol": "NAM-INDIA", "qty": 4, "avgBuy": 1068, "ltp": 1054.5, "value": 4218, "alloc": 1.7 }, { "symbol": "IDEA", "qty": 393, "avgBuy": 12.19, "ltp": 12.83, "value": 5042, "alloc": 2 }, { "symbol": "ENRIN", "qty": 1, "avgBuy": 3161.9, "ltp": 3085, "value": 3085, "alloc": 1.2 }, { "symbol": "AUROPHARMA", "qty": 3, "avgBuy": 1479, "ltp": 1499, "value": 4497, "alloc": 1.8 }, { "symbol": "HINDALCO", "qty": 4, "avgBuy": 1025.4, "ltp": 1077.6, "value": 4310, "alloc": 1.7 }, { "symbol": "NTPCGREEN", "qty": 45, "avgBuy": 107.99, "ltp": 111.18, "value": 5003, "alloc": 2 }, { "symbol": "LODHA", "qty": 5, "avgBuy": 929.05, "ltp": 881.65, "value": 4408, "alloc": 1.7 }, { "symbol": "JSWENERGY", "qty": 9, "avgBuy": 558, "ltp": 515.6, "value": 4640, "alloc": 1.8 }, { "symbol": "TATAPOWER", "qty": 12, "avgBuy": 434, "ltp": 406.9, "value": 4883, "alloc": 1.9 }, { "symbol": "HAL", "qty": 1, "avgBuy": 4750, "ltp": 4683.8, "value": 4684, "alloc": 1.9 }, { "symbol": "GODREJIND", "qty": 4, "avgBuy": 1144.8, "ltp": 1093.6, "value": 4374, "alloc": 1.7 }, { "symbol": "PFC", "qty": null, "avgBuy": null, "ltp": null, "value": null, "alloc": 1.7 }, { "symbol": "LIQUIDCASE", "qty": 442, "avgBuy": 114.01, "ltp": 114.03, "value": 50401, "alloc": 19.9 } ], "worstDrawdowns": [ { "started": "2024-09-27", "recovered": "2025-10-10", "maxDD": -18.27, "days": 378 }, { "started": "2022-04-15", "recovered": "2022-08-05", "maxDD": -14.19, "days": 112 }, { "started": "2022-12-23", "recovered": "2023-06-02", "maxDD": -12.83, "days": 161 }, { "started": "2026-03-06", "recovered": "2026-04-10", "maxDD": -10.29, "days": 35 }, { "started": "2024-02-23", "recovered": "2024-03-29", "maxDD": -7.98, "days": 35 } ], "monthlyReturns": { "2021": [ null, null, null, null, 0.5, 3.5, 6.7, 2.2, 6.1, 0.3, -3.2, 8.5 ], "2022": [ 1.2, -4.5, 7.9, 3.9, -5.5, -3, 9.4, 4, -0.8, 6, 8.5, 7.2 ], "2023": [ -8.6, -2.5, 1.5, 7.8, 1.1, 8.4, 6, 5.1, 10.9, -2.8, 11.3, 11.6 ], "2024": [ 9.4, 4.3, -1, 6.5, 9.5, 4.2, 4.7, 0.6, -0.6, -5.6, 1.5, 2.7 ], "2025": [ -10.5, -6, 7.2, 3.5, 6, 3, -4.2, 1.8, 0.7, 4.5, 2.1, 0.5 ], "2026": [ -2.4, 6.9, -9.8, 13, 1.1, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 26.8, "2022": 38.1, "2023": 59.1, "2024": 41.5, "2025": 7.4, "2026": 7.5 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-25", "backtestStart": "2021-05-07", "headlinePitches": [ "LargeMidCap 250 momentum with an 80/20 equity-plus-debt overlay", "A 20% LiquidCase cushion, no gold complexity", "Same equity engine as the multi-asset twin, one fewer moving part", "The same LargeMidCap 250 universe, the commodity dropped" ], "sectorNotes": "40-stock large-midcap universe (same equity as multi-asset twin) with 20% debt instead of 10% debt + 10% gold.", "universeCharacter": "Nifty LargeMidCap 250 = 250 large-midcap stocks. 40-stock equal-weight momentum filter plus 20% debt (LiquidCase), rebalanced fortnightly with 5000 max stock price.", "rebalanceHistoryFile": "/data/rebalances/large-mid-hybrid.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "focused-largecap-20", "name": "Focused Largecap 20", "displayName": "Focused Largecap 20", "tagline": "20 largecap stocks, 4-week rotation. Pure equity on the Nifty 100.", "shortDesc": "20 momentum-ranked stocks from the Nifty 100 universe, equal-weighted, rotated every 4 weeks. The slowest cadence among the pure-equity momentum cards, which keeps turnover and cost low. The twin of LargeCap Multi Asset with no debt or gold overlay.", "longDesc": "The pure-equity twin of LargeCap Multi Asset. Same 20-stock Nifty 100 momentum sleeve, same 4-week rebalance, but no debt overlay, no gold overlay. 100 percent equity.\n\nTwenty large-cap names, equal-weighted, re-screened every 4 weeks. Nothing here is exotic. The edge is discipline applied to the most liquid shelf of the market.\n\nThe 4-week rebalance cadence is the differentiator: this is the slowest-rebalancing pure-equity momentum index on the marketplace, which is why the cost line above runs lighter than the fortnightly cards. The trade you accept is lower momentum capture, the screen reacts monthly rather than fortnightly.\n\nThis is the pure-equity largecap slot. For a moderately aggressive investor who wants the equity engine without the turnover friction or thematic concentration, 20 largecap names rotated every 4 weeks is the direct expression.\n\nThe metrics above carry the record.", "universe": "Nifty 100", "universeDisplay": "EQUITY", "stocks": 20, "rebalance": "4 weeks", "rebalanceFreq": "4W", "minCapital": 100000, "minCapitalDisplay": "100000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 22.55, "cumReturn": 174.4, "sharpe": 1.2, "sortino": 1.19, "calmar": 1.11, "maxDD": -23.56, "vol": 21.22, "winRate": 57.85, "avgWin": 2.49, "avgLoss": -2.31, "bestWeek": 7.94, "worstWeek": -6.75, "grossReturn": 253.96, "cost": 34.09, "netReturn": 174.4, "alpha": 129.53 }, "benchmarkMetrics": { "cagr": 9.17, "cumReturn": 55.09, "sharpe": 0.69, "sortino": 0.67, "calmar": 0.54, "maxDD": -16.92, "vol": 14.15, "winRate": 56.32, "avgWin": 1.53, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "ADANIPOWER", "qty": 22, "avgBuy": 222.77, "ltp": 215.7, "value": 4745, "alloc": 4.9 }, { "symbol": "ADANIGREEN", "qty": 3, "avgBuy": 1391, "ltp": 1378.1, "value": 4134, "alloc": 4.3 }, { "symbol": "ADANIENSOL", "qty": 3, "avgBuy": 1344.8, "ltp": 1322.4, "value": 3967, "alloc": 4.1 }, { "symbol": "ADANIENT", "qty": 1, "avgBuy": 2501, "ltp": 2508.3, "value": 2508, "alloc": 2.6 }, { "symbol": "VBL", "qty": 9, "avgBuy": 502.7, "ltp": 495, "value": 4455, "alloc": 4.6 }, { "symbol": "SIEMENS", "qty": 1, "avgBuy": 3589.2, "ltp": 3559.5, "value": 3560, "alloc": 3.7 }, { "symbol": "VEDL", "qty": 15, "avgBuy": 299, "ltp": 321.65, "value": 4825, "alloc": 5 }, { "symbol": "CGPOWER", "qty": 5, "avgBuy": 858.2, "ltp": 843.85, "value": 4219, "alloc": 4.3 }, { "symbol": "NESTLEIND", "qty": 3, "avgBuy": 1474.4, "ltp": 1474.8, "value": 4424, "alloc": 4.6 }, { "symbol": "ADANIPORTS", "qty": 2, "avgBuy": 1766.5, "ltp": 1741.1, "value": 3482, "alloc": 3.6 }, { "symbol": "ENRIN", "qty": 1, "avgBuy": 3161.9, "ltp": 3088.3, "value": 3088, "alloc": 3.2 }, { "symbol": "HINDALCO", "qty": 4, "avgBuy": 1025.4, "ltp": 1076.5, "value": 4306, "alloc": 4.4 }, { "symbol": "LODHA", "qty": 5, "avgBuy": 929.05, "ltp": 880.9, "value": 4405, "alloc": 4.5 }, { "symbol": "TATAPOWER", "qty": 11, "avgBuy": 434, "ltp": 406.9, "value": 4476, "alloc": 4.6 }, { "symbol": "HAL", "qty": 1, "avgBuy": 4750, "ltp": 4682.1, "value": 4682, "alloc": 4.8 }, { "symbol": "PFC", "qty": 10, "avgBuy": 448.75, "ltp": 447.5, "value": 4475, "alloc": 4.6 }, { "symbol": "HINDZINC", "qty": 7, "avgBuy": 629.05, "ltp": 669.45, "value": 4686, "alloc": 4.8 }, { "symbol": "TATASTEEL", "qty": 22, "avgBuy": 212, "ltp": 217.49, "value": 4785, "alloc": 4.9 }, { "symbol": "NTPC", "qty": 12, "avgBuy": 392.2, "ltp": 391, "value": 4692, "alloc": 4.8 }, { "symbol": "SHRIRAMFIN", "qty": 5, "avgBuy": 977, "ltp": 923.15, "value": 4616, "alloc": 4.8 } ], "worstDrawdowns": [ { "started": "2022-04-15", "recovered": "2022-08-05", "maxDD": -19.16, "days": 112 }, { "started": "2022-12-16", "recovered": "2023-06-02", "maxDD": -15.37, "days": 168 }, { "started": "2021-10-22", "recovered": "2022-03-25", "maxDD": -10.86, "days": 154 }, { "started": "2023-09-15", "recovered": "2023-11-03", "maxDD": -7.28, "days": 49 }, { "started": "2022-09-23", "recovered": "2022-10-21", "maxDD": -5.81, "days": 28 } ], "monthlyReturns": { "2021": [ null, null, null, null, null, null, -0.4, 7.4, 5.5, 4.4, -3.6, 3.6 ], "2022": [ -0.2, -1.2, 5.3, 7.9, -9.4, -4.2, 14.4, 6.2, 0.1, 6.9, 3.4, 0.7 ], "2023": [ -7.1, -5.2, 0.1, 7.1, 3.1, 10.9, 8.1, -0.4, 9.5, -4, 11.3, 16.7 ], "2024": [ 11.4, 5.9, 0.1, 2.7, 11.1, 1.5, 4.6, -3.6, 1.8, -9.6, 1.6, 0.3 ], "2025": [ -6.6, -5.9, 4, 2.3, 2.1, 1.1, -4.7, -1.1, 1.9, 5.3, -1.1, -0.1 ], "2026": [ -2.8, 8.4, -13.4, 14.9, 0.2, -2.1, 1.3, null, null, null, null, null ] }, "yearlyReturns": { "2021": 17.7, "2022": 31.7, "2023": 58.7, "2024": 29.2, "2025": -3.5, "2026": 4.3 }, "lastRebalance": "2026-07-06", "nextRebalance": "2026-08-03", "backtestStart": "2021-07-09", "headlinePitches": [ "Largecap momentum on the Nifty 100 universe", "20 stocks equal-weighted, rebalanced every 4 weeks", "The slowest-rebalancing pure-equity momentum card, so costs stay light", "Pure largecap equity for capital that stays invested through cycles" ], "sectorNotes": "20-stock large-cap universe with metals, power, financials, consumer, and industrials concentration.", "universeCharacter": "Nifty 100 = 100 largest-cap stocks. 20-stock equal-weight momentum filter rebalanced every 4 weeks with 5000 max stock price. Pure equity, no defensive overlays.", "rebalanceHistoryFile": "/data/rebalances/focused-largecap-20.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-07-13", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "energy-basket", "name": "Energy Basket", "displayName": "Energy Basket", "tagline": "10 stocks from CNX Energy, rotated weekly. The thematic satellite.", "shortDesc": "10 momentum-ranked stocks from the CNX Energy (Nifty Energy) universe, equal-weighted at 10% each, rotated every week. A single-sector card that rises and falls with the Indian energy cycle. Use only as a 5 to 10 percent satellite sleeve.", "longDesc": "One of two thematic satellite cards on the lineup, alongside Healthcare Basket. The index screens the CNX Energy (Nifty Energy) universe for the top 10 momentum-ranked stocks priced under 20000, holds them equal-weighted at roughly 10 percent each, and rotates every week.\n\nThat weekly rotation is the differentiator: this is the fastest cadence on the marketplace. High turnover means the index can lock in regime gains fast when the energy cycle runs, and it also means drawdowns can be sharp when the cycle turns. The yearly figures above show both faces.\n\nTen names from one sector means the card moves as a bloc. Diversification inside the basket is real but diversification across sectors is zero by design. Expect the ride to look like the energy cycle itself, amplified by the momentum screen.\n\nThis is NOT a core holding. Single-sector concentration risk is real, energy stocks rise and fall together when oil, gas, or power policy and commodity cycles shift. The right sizing is 5 to 10 percent of equity, as a satellite tilt for an investor with an explicit thematic view on the Indian energy capex cycle (renewables, T&D, power generation). Investors without that view should sit out and put the same capital into Allcap or Midcap Smallcap instead.\n\nCheck the figures above before you size this card.", "universe": "CNX Energy", "universeDisplay": "THEMATIC", "stocks": 10, "rebalance": "1 week", "rebalanceFreq": "1W", "minCapital": 75000, "minCapitalDisplay": "75000", "maxStockPrice": "20000", "risk": "High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 32.73, "cumReturn": 307.69, "sharpe": 1.12, "sortino": 1.19, "calmar": 0.87, "maxDD": -39.48, "vol": 30.47, "winRate": 55.56, "avgWin": 3.61, "avgLoss": -3.03, "bestWeek": 12.06, "worstWeek": -11.29, "grossReturn": 416.69, "cost": 77.74, "netReturn": 307.69, "alpha": 262.82 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "BHEL", "qty": 16, "avgBuy": 401.55, "ltp": 404.85, "value": 6478, "alloc": 10 }, { "symbol": "ADANIPOWER", "qty": 30, "avgBuy": 222.77, "ltp": 215.68, "value": 6470, "alloc": 10 }, { "symbol": "ADANIGREEN", "qty": 4, "avgBuy": 1391, "ltp": 1379.2, "value": 5517, "alloc": 8.5 }, { "symbol": "ADANIENSOL", "qty": 4, "avgBuy": 1344.8, "ltp": 1321.2, "value": 5285, "alloc": 8.1 }, { "symbol": "SUZLON", "qty": 122, "avgBuy": 53.32, "ltp": 53.06, "value": 6473, "alloc": 10 }, { "symbol": "GVT&D", "qty": 1, "avgBuy": 4430, "ltp": 4355.9, "value": 4356, "alloc": 6.7 }, { "symbol": "THERMAX", "qty": 1, "avgBuy": 4536, "ltp": 4574.9, "value": 4575, "alloc": 7 }, { "symbol": "JPPOWER", "qty": 362, "avgBuy": 18.39, "ltp": 17.89, "value": 6476, "alloc": 10 }, { "symbol": "TORNTPOWER", "qty": 4, "avgBuy": 1680, "ltp": 1484.3, "value": 5937, "alloc": 9.1 }, { "symbol": "ABB", "qty": 1, "avgBuy": 6348, "ltp": 6356.5, "value": 6357, "alloc": 9.8 } ], "worstDrawdowns": [ { "started": "2022-04-15", "recovered": "2022-08-19", "maxDD": -25.22, "days": 126 }, { "started": "2022-09-16", "recovered": "2023-07-07", "maxDD": -24.19, "days": 294 }, { "started": "2021-06-18", "recovered": "2021-09-03", "maxDD": -13.38, "days": 77 }, { "started": "2024-02-23", "recovered": "2024-04-19", "maxDD": -12.56, "days": 56 }, { "started": "2022-01-21", "recovered": "2022-04-01", "maxDD": -11, "days": 70 } ], "monthlyReturns": { "2021": [ null, null, null, null, 7, 8.8, -2.9, 5.8, 8.5, 11.6, -5, 9.5 ], "2022": [ 11.7, -9.4, 3.7, 10.2, -8.8, -10.6, 15.6, 9.1, -3.2, 7.8, -1, -3.8 ], "2023": [ -7.8, -4.3, -3.7, 8.1, 3.4, 9.7, 11.5, 9.5, 15.7, -2.3, 20.8, 20 ], "2024": [ 5.4, 8.4, -4.4, 8, 13.5, -0.6, -1.1, 5, 0.6, -12.7, -4.3, -0.1 ], "2025": [ -15.3, -13.7, 11.1, 2.6, 8.1, 1.4, -4.8, -5.5, 7.3, 3, -5.1, -1 ], "2026": [ -4.6, 9.2, -6.6, 23.1, -0.3, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 50.4, "2022": 18, "2023": 108.8, "2024": 16.1, "2025": -14.6, "2026": 19.4 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-18", "backtestStart": "2021-05-07", "headlinePitches": [ "Thematic energy momentum on the CNX Energy universe", "10 stocks equal-weighted, rotated weekly, the fastest cadence on the lineup", "Moves with the Indian energy capex cycle, in both directions", "Satellite sizing only: 5 to 10 percent of equity" ], "sectorNotes": "100% energy and power complex by design. Power generation, transmission, distribution, and capital goods. Adani group companies sit among the holdings at this snapshot.", "universeCharacter": "CNX Energy (Nifty Energy) = 10-stock thematic basket from India's energy and power sector. Equal-weighted momentum filter rebalanced every week.", "rebalanceHistoryFile": "/data/rebalances/energy-basket.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "healthcare-basket", "name": "Healthcare Basket", "displayName": "Healthcare Basket", "tagline": "10 stocks from Nifty MidSmall Healthcare, rotated weekly. The healthcare thematic satellite.", "shortDesc": "10 momentum-ranked stocks from the Nifty MidSmall Healthcare universe, equal-weighted at 10% each, rotated every week. The healthcare sibling to Energy Basket. Use only as a 5 to 10 percent satellite sleeve.", "longDesc": "The second thematic satellite card on the lineup, alongside Energy Basket. The index screens the Nifty MidSmall Healthcare universe for the top 10 momentum-ranked stocks priced under 5000, holds them equal-weighted at roughly 10 percent each, and rotates every week.\n\nIt rotates weekly like Energy Basket, but the universe is a different sector: mid and small cap pharma, hospitals, and life sciences. Healthcare runs on its own cycle, capex, approvals, and pricing rather than commodities, which is exactly why it earns a satellite slot next to an energy tilt. The yearly figures above show where that cycle currently sits.\n\nTen names from one sector means the card moves as a bloc when sector-wide news lands. The momentum screen decides which ten. The sector decides the weather.\n\nThis is NOT a core holding. Single-sector concentration risk is real, pharma stocks move together when USFDA decisions, domestic price caps, or hospital reimbursement rules shift. The right sizing is 5 to 10 percent of equity, as a satellite tilt for an investor with an explicit thematic view on Indian healthcare (specialty pharma, hospital chains, life sciences, CDMOs). Investors without that view should put the same capital into Allcap or Midcap Smallcap instead.\n\nSector cycles turn fast. Read the metrics above before you size this card.", "universe": "Nifty MidSmall Healthcare", "universeDisplay": "THEMATIC", "stocks": 10, "rebalance": "1 week", "rebalanceFreq": "1W", "minCapital": 36000, "minCapitalDisplay": "36000", "maxStockPrice": "5000", "risk": "High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 16.31, "cumReturn": 111.66, "sharpe": 0.89, "sortino": 0.89, "calmar": 0.5, "maxDD": -33.29, "vol": 19.44, "winRate": 57.47, "avgWin": 2.1, "avgLoss": -2.05, "bestWeek": 8.24, "worstWeek": -9.01, "grossReturn": 141.8, "cost": 25.89, "netReturn": 111.66, "alpha": 66.79 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "COHANCE", "qty": 10, "avgBuy": 479, "ltp": 455.05, "value": 4550, "alloc": 10.3 }, { "symbol": "ONESOURCE", "qty": 2, "avgBuy": 1797.7, "ltp": 1798, "value": 3596, "alloc": 8.2 }, { "symbol": "GRANULES", "qty": 6, "avgBuy": 755.05, "ltp": 731.9, "value": 4391, "alloc": 10 }, { "symbol": "AUROPHARMA", "qty": 3, "avgBuy": 1479, "ltp": 1505.8, "value": 4517, "alloc": 10.3 }, { "symbol": "GLENMARK", "qty": 2, "avgBuy": 2342, "ltp": 2289.3, "value": 4579, "alloc": 10.4 }, { "symbol": "NATCOPHARM", "qty": 4, "avgBuy": 1207.1, "ltp": 1181, "value": 4724, "alloc": 10.7 }, { "symbol": "WOCKPHARMA", "qty": 3, "avgBuy": 1626, "ltp": 1576, "value": 4728, "alloc": 10.7 }, { "symbol": "SAILIFE", "qty": 4, "avgBuy": 1126, "ltp": 1077.2, "value": 4309, "alloc": 9.8 }, { "symbol": "FORTIS", "qty": 5, "avgBuy": 976.6, "ltp": 962.35, "value": 4812, "alloc": 10.9 }, { "symbol": "LAURUSLABS", "qty": 3, "avgBuy": 1270, "ltp": 1286.8, "value": 3860, "alloc": 8.8 } ], "worstDrawdowns": [ { "started": "2021-07-23", "recovered": "2023-07-28", "maxDD": -33.29, "days": 735 }, { "started": "2024-12-13", "recovered": "2025-06-20", "maxDD": -19.39, "days": 189 }, { "started": "2025-10-24", "recovered": "2026-04-17", "maxDD": -11.31, "days": 175 }, { "started": "2024-03-01", "recovered": "2024-06-21", "maxDD": -10.24, "days": 112 }, { "started": "2023-10-06", "recovered": "2023-11-03", "maxDD": -7.13, "days": 28 } ], "monthlyReturns": { "2021": [ null, null, null, null, 2.8, 3, 3.2, -0.8, -1.7, -8.3, 3.6, 3.2 ], "2022": [ -7.5, -6.3, 2.7, -2.6, -10.1, -7.1, 9.7, -1.8, -0.2, 4.4, 1.9, -2.9 ], "2023": [ -6.5, 0.2, 3.9, 7.9, 5.5, 9.8, 7, 2.2, 3.4, -6.3, 12.4, 8.7 ], "2024": [ 4.7, 5.4, -6.4, 1.7, -5.7, 12.1, 7.4, 12.8, -3, 1.2, 6.8, -0.7 ], "2025": [ -8.6, -11, 11.5, 0.8, 1, 10.5, 5.1, -4.9, 0.2, 4.8, -5.1, -1.1 ], "2026": [ -5.4, 7.7, -2.6, 8.9, 7.4, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 4.4, "2022": -19.6, "2023": 57.2, "2024": 40, "2025": 0.6, "2026": 16.2 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-05-18", "backtestStart": "2021-05-07", "headlinePitches": [ "Thematic healthcare momentum on Nifty MidSmall Healthcare", "10 stocks equal-weighted, rotated weekly", "A sector cycle that runs on approvals and pricing, not commodities", "Satellite sizing only: 5 to 10 percent of equity, alongside Energy Basket" ], "sectorNotes": "100% pharma and healthcare by design. Mid and small cap specialty pharma, hospitals, life sciences, and CDMOs. No single-name allocation above ~11%.", "universeCharacter": "Nifty MidSmall Healthcare = mid and small cap thematic universe spanning pharma, hospitals, and life sciences. Equal-weighted momentum filter, top 10 by rank, rebalanced every week.", "rebalanceHistoryFile": "/data/rebalances/healthcare-basket.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "largecap-hybrid", "name": "Largecap Hybrid", "displayName": "Largecap Hybrid", "tagline": "20 largecap stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the Nifty 100.", "shortDesc": "Largecap momentum on the Nifty 100 universe wrapped in an 80/20 equity-plus-debt overlay. 20 equity stocks plus 20% LiquidCase, rebalanced every 4 weeks. No gold sleeve. The simplest debt-buffered largecap structure.", "longDesc": "20 stocks from the Nifty 100, equal-weighted, plus 20% LiquidCase debt. Rebalance every 4 weeks. No gold sleeve. The equity-plus-debt sibling of Largecap Multi Asset on the Nifty 100 universe.\n\nThe 4-week cadence keeps turnover low, the same slow rhythm as the multi-asset twin, so the cost line above runs at the light end of the lineup. The debt sleeve is a separate asset from the equity sleeve and does not hedge it.\n\nThe trade versus the multi-asset twin is simple: no gold means no inflation hedge and no commodity in the portfolio. Years where gold carries the cushion will show up as a gap between the two cards' figures. Years where gold sits flat will not.\n\nFor an investor who explicitly does not want gold exposure on a largecap framework, the 80/20 equity-plus-debt split is the simplest debt-buffered largecap structure. The minimum capital shown above moves with the underlying prices.\n\nThe panel above holds the numbers.", "universe": "Nifty 100", "universeDisplay": "EQUITY", "stocks": 21, "rebalance": "4 weeks", "rebalanceFreq": "4W", "minCapital": 125000, "minCapitalDisplay": "125000", "maxStockPrice": "5000", "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 19.41, "cumReturn": 141.26, "sharpe": 1.25, "sortino": 1.25, "calmar": 1.12, "maxDD": -22.04, "vol": 19.12, "winRate": 58.62, "avgWin": 2.23, "avgLoss": -2.05, "bestWeek": 7.38, "worstWeek": -6.2, "grossReturn": 229.04, "cost": 28.22, "netReturn": 141.26, "alpha": 96.38 }, "benchmarkMetrics": { "cagr": 9.8, "cumReturn": 59.62, "sharpe": 0.73, "sortino": 0.7, "calmar": 0.58, "maxDD": -16.92, "vol": 14.04, "winRate": 57.47, "avgWin": 1.49, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": [ { "symbol": "ADANIPOWER", "qty": 22, "avgBuy": 222.77, "ltp": 215.7, "value": 4745, "alloc": 3.9 }, { "symbol": "ADANIGREEN", "qty": 3, "avgBuy": 1391, "ltp": 1380.5, "value": 4142, "alloc": 3.4 }, { "symbol": "ADANIENSOL", "qty": 3, "avgBuy": 1344.8, "ltp": 1326.8, "value": 3980, "alloc": 3.3 }, { "symbol": "ADANIENT", "qty": 1, "avgBuy": 2501, "ltp": 2509.5, "value": 2510, "alloc": 2.1 }, { "symbol": "VBL", "qty": 9, "avgBuy": 502.7, "ltp": 496, "value": 4464, "alloc": 3.7 }, { "symbol": "SIEMENS", "qty": 1, "avgBuy": 3589.2, "ltp": 3557.1, "value": 3557, "alloc": 2.9 }, { "symbol": "VEDL", "qty": 15, "avgBuy": 299, "ltp": 321.75, "value": 4826, "alloc": 4 }, { "symbol": "CGPOWER", "qty": 5, "avgBuy": 858.2, "ltp": 844.7, "value": 4224, "alloc": 3.5 }, { "symbol": "NESTLEIND", "qty": 3, "avgBuy": 1474.4, "ltp": 1476.5, "value": 4430, "alloc": 3.6 }, { "symbol": "ADANIPORTS", "qty": 2, "avgBuy": 1766.5, "ltp": 1742.9, "value": 3486, "alloc": 2.9 }, { "symbol": "ENRIN", "qty": 1, "avgBuy": 3161.9, "ltp": 3115.8, "value": 3116, "alloc": 2.6 }, { "symbol": "HINDALCO", "qty": 4, "avgBuy": 1025.4, "ltp": 1076.8, "value": 4307, "alloc": 3.5 }, { "symbol": "LODHA", "qty": 5, "avgBuy": 929.05, "ltp": 882.4, "value": 4412, "alloc": 3.6 }, { "symbol": "TATAPOWER", "qty": 11, "avgBuy": 434, "ltp": 408.1, "value": 4489, "alloc": 3.7 }, { "symbol": "HAL", "qty": 1, "avgBuy": 4750, "ltp": 4679, "value": 4679, "alloc": 3.8 }, { "symbol": "PFC", "qty": 10, "avgBuy": 448.75, "ltp": 448.8, "value": 4488, "alloc": 3.7 }, { "symbol": "HINDZINC", "qty": 7, "avgBuy": 629.05, "ltp": 669.55, "value": 4687, "alloc": 3.8 }, { "symbol": "TATASTEEL", "qty": 22, "avgBuy": 212, "ltp": 217.72, "value": 4790, "alloc": 3.9 }, { "symbol": "NTPC", "qty": 12, "avgBuy": 392.2, "ltp": 390.8, "value": 4690, "alloc": 3.8 }, { "symbol": "SHRIRAMFIN", "qty": 5, "avgBuy": 977, "ltp": 925.55, "value": 4628, "alloc": 3.8 }, { "symbol": "LIQUIDCASE", "qty": 213, "avgBuy": 114.01, "ltp": 114.04, "value": 24291, "alloc": 19.9 } ], "worstDrawdowns": [ { "started": "2022-04-15", "recovered": "2022-08-05", "maxDD": -16.48, "days": 112 }, { "started": "2022-12-16", "recovered": "2023-06-02", "maxDD": -13.48, "days": 168 }, { "started": "2021-10-22", "recovered": "2022-03-25", "maxDD": -9.23, "days": 154 }, { "started": "2023-09-15", "recovered": "2023-11-03", "maxDD": -6.56, "days": 49 }, { "started": "2024-02-23", "recovered": "2024-03-29", "maxDD": -5.31, "days": 35 } ], "monthlyReturns": { "2021": [ null, null, null, null, 1.6, 2.8, 3.8, 5.8, 4.6, 3.6, -3.1, 3.1 ], "2022": [ -0.2, -1, 4.5, 6.7, -8.1, -3.6, 12.1, 5.3, 0.1, 6, 3, 0.6 ], "2023": [ -6.2, -4.5, 0.1, 6.1, 2.7, 9.5, 7.1, -0.4, 8.4, -3.6, 10.1, 15.1 ], "2024": [ 10.5, 5.4, 0.1, 2.5, 10.3, 1.4, 4.3, -3.4, 1.7, -9, 1.6, 0.3 ], "2025": [ -6.2, -5.5, 3.8, 2.1, 2, 1.1, -4.3, -1, 1.8, 5, -1, 0 ], "2026": [ -2.5, 7.8, -12.4, 13.8, -2.1, null, null, null, null, null, null, null ] }, "yearlyReturns": { "2021": 24.1, "2022": 26.8, "2023": 51.4, "2024": 26.9, "2025": -2.9, "2026": 2.5 }, "lastRebalance": "2026-05-11", "nextRebalance": "2026-06-08", "backtestStart": "2021-05-07", "headlinePitches": [ "Largecap momentum on Nifty 100 with an 80/20 equity-plus-debt overlay", "4-week cadence keeps turnover and cost at the light end of the lineup", "A 20% LiquidCase cushion, no gold, no commodity", "The simplest debt-buffered largecap structure on the lineup" ], "sectorNotes": "Nifty 100 large-cap spread: metals, power, energy, banks, engineering, consumer. Adani group companies sit among the equity holdings at this snapshot.", "universeCharacter": "Nifty 100 = 100 largest-cap stocks on the Nifty index. 20-stock equal-weight momentum filter plus 20% debt (LiquidCase) overlay rebalanced every 4 weeks.", "rebalanceHistoryFile": "/data/rebalances/largecap-hybrid.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "frozenMetricsAsOf": "2026-04-27", "benchmarkCumReturnLive": 44.88, "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08" }, { "slug": "nifty-50-equal-weight", "name": "Nifty 50 Equal Weight", "displayName": "Nifty 50 Equal Weight", "tagline": "All 50 Nifty names, equal weight. The simplest card on the lineup.", "shortDesc": "All 50 stocks from the Nifty 50, equal-weighted at roughly 2 percent each, rebalanced every 4 weeks. No momentum screen, no buffer, no selection at all. Index breadth with equal-weight balance instead of cap-weight concentration.", "longDesc": "The simplest card on the lineup. All 50 Nifty names, equal weight, rebalanced every 4 weeks. No momentum screen. No buffer sleeve. No selection at all. The only decision this card makes is to keep every position the same size.\n\nThat one decision matters more than it looks. The cap-weighted Nifty concentrates its fate in a handful of giants at the top. Equal weight spreads the same 50 names evenly, so the smaller half of the index actually moves the needle and no single conglomerate decides your month.\n\nThis is discipline over selection. Every 4 weeks the card trims what has run and tops up what has lagged, which quietly forces the sell-high, buy-low behaviour most investors never manage by hand. The figures above show what that discipline has produced against the cap-weighted benchmark.\n\nThis is the right first card. It suits first-time systematic investors who want index breadth with equal-weight balance instead of cap-weight concentration, one rule they can explain at a dinner table, and a rhythm slow enough to watch and learn from. Graduate to the momentum cards once you have lived through a drawdown here and stayed invested.", "universe": "Nifty 50", "universeDisplay": "NIFTY 50 EQUAL WEIGHT", "stocks": 50, "rebalance": "4 weeks", "rebalanceFreq": "4W", "minCapital": 249000, "minCapitalDisplay": "249000", "maxStockPrice": null, "risk": "Moderate", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 14.37, "cumReturn": 94.73, "sharpe": 1.13, "sortino": 1.11, "calmar": 1.03, "maxDD": -15.71, "vol": 14.23, "winRate": 56.7, "avgWin": 1.66, "avgLoss": -1.5, "bestWeek": 5.5, "worstWeek": -6.48, "grossReturn": 115.1, "cost": 2.77, "netReturn": 94.73, "alpha": 49.85 }, "benchmarkMetrics": { "cagr": 9.17, "cumReturn": 55.09, "sharpe": 0.69, "sortino": 0.67, "calmar": 0.54, "maxDD": -16.92, "vol": 14.15, "winRate": 56.32, "avgWin": 1.53, "avgLoss": -1.57, "bestWeek": 6.36, "worstWeek": -6.33 }, "holdings": null, "worstDrawdowns": [ { "started": "2024-10-04", "recovered": "2025-10-10", "maxDD": -15.71, "days": 371 }, { "started": "2022-04-15", "recovered": "2022-07-29", "maxDD": -13.86, "days": 105 }, { "started": "2022-01-21", "recovered": "2022-04-01", "maxDD": -10.28, "days": 70 }, { "started": "2022-12-09", "recovered": "2023-05-19", "maxDD": -9.94, "days": 161 }, { "started": "2021-10-22", "recovered": "2022-01-07", "maxDD": -8.91, "days": 77 } ], "monthlyReturns": { "2021": [ null, null, null, null, null, null, -0.4, 5, 4.8, 0, -2.7, 4.5 ], "2022": [ -2, -1.8, 3.6, 0.7, -3.5, -4.4, 10.5, 1.9, -1.3, 5.9, 1.4, -1.2 ], "2023": [ -4, -2.8, 1.3, 5.8, 4.3, 5.7, 3.1, -0.6, 3.5, -1.7, 5.7, 10.4 ], "2024": [ 1.8, 4.9, 1.6, 1.7, 3.4, 3.9, 4.2, 2.7, 2.8, -7, -0.7, -2.1 ], "2025": [ -1.5, -5.3, 5.5, 4.7, 2.6, 3.8, -3.4, -0.1, 0.3, 5, 0.7, -0.6 ], "2026": [ -3.3, 1.4, -8.9, 9.6, -1.3, 0.8, 1.8, null, null, null, null, null ] }, "yearlyReturns": { "2021": 11.3, "2022": 9.2, "2023": 34.1, "2024": 17.7, "2025": 11.8, "2026": -1 }, "lastRebalance": "2026-07-06", "nextRebalance": "2026-08-03", "backtestStart": "2021-07-09", "headlinePitches": [ "All 50 Nifty names, equal weight, no screen, no buffer", "One rule: keep every position the same size", "Index breadth without cap-weight concentration", "The starter card for first-time systematic investors" ], "sectorNotes": "Every sector the Nifty 50 carries, held at equal weight. No sector bet beyond what the index itself contains.", "universeCharacter": "Nifty 50 = the 50 largest-cap stocks on the Nifty index. All 50 held equal-weight at roughly 2 percent each, rebalanced every 4 weeks. No momentum filter, no price cap, no defensive sleeve.", "rebalanceHistoryFile": "/data/rebalances/nifty-50-equal-weight.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "windowYears": 4.96, "windowLabel": "rolling 5 years", "asOf": "2026-08-08", "frozenMetricsAsOf": "2026-07-13", "benchmarkCumReturnLive": 44.88 }, { "slug": "dynamic-asset-allocator", "name": "Dynamic Asset Allocator", "displayName": "Dynamic Asset Allocator", "tagline": "One fixed equity core, two regime switches. The machine decides how much risk to carry.", "shortDesc": "A fixed 35% equity core plus two regime switches: 40% that flips between equity and debt, and 25% that flips between equity and gold. 52 holdings, rebalanced every 3 weeks. The only dynamic card on the lineup.", "longDesc": "The only dynamic card on the lineup. Every other card holds a fixed asset mix and rotates stocks inside it. This one moves the mix itself. A fixed 35% equity core stays invested through every regime, while the other 65% is split into two switches the model controls.\n\nThe first switch is 40% of the portfolio and flips between equity and debt. The second is 25% and flips between equity and gold. When the model reads the regime as risk-on, both switches lean into equity and the card runs close to fully invested. When it reads risk-off, the switches rotate into LiquidCase and GoldBees and the equity exposure shrinks to the core.\n\nThe equity sleeves screen the Nifty Total Market, roughly 750 stocks across all cap segments, so the stock selection engine is the same one the static cards run. What is different is that the machine also decides how much of the portfolio that engine gets to drive.\n\nOne honest caveat: this card launched later than the static cards, so its figures run since inception rather than the rolling 5 year window the rest of the lineup reports. Compare with that in mind. The current composition, how much sits in equity, debt, and gold right now, is published alongside this card and updates with each rebalance.\n\nThis suits investors who want the model to manage the asset mix, not just the stock list. If you have ever known you should trim equity in a frothy market and not done it, this card exists to make that decision for you, every 3 weeks, without asking how you feel.", "universe": "Nifty Total Market plus debt and gold", "universeDisplay": "DYNAMIC MULTI ASSET", "stocks": 52, "rebalance": "3 weeks", "rebalanceFreq": "3W", "minCapital": 475912, "minCapitalDisplay": "475912", "maxStockPrice": null, "risk": "Moderately High", "benchmark": "Nifty 50", "partner": null, "metrics": { "cagr": 43.97, "cumReturn": 282.25, "sharpe": 2.32, "sortino": 2.3, "calmar": 4.25, "maxDD": -10.57, "vol": 16.54, "winRate": 66.84, "avgWin": 1.94, "avgLoss": -1.73, "bestWeek": 7.93, "worstWeek": -5.95, "grossReturn": 325.33, "cost": 39.4, "netReturn": 282.25, "alpha": 252.98 }, "benchmarkMetrics": { "cagr": 7.83, "cumReturn": 31.61, "sharpe": 0.67, "sortino": 0.68, "calmar": 0.52, "maxDD": -14.93, "vol": 12.37, "winRate": 54.74, "avgWin": 1.37, "avgLoss": -1.34, "bestWeek": 5.27, "worstWeek": -4.33 }, "holdings": null, "worstDrawdowns": [ { "started": "2024-02-09", "recovered": "2024-03-29", "maxDD": -10.57, "days": 49 }, { "started": "2026-03-06", "recovered": "2026-05-01", "maxDD": -8.57, "days": 56 }, { "started": "2024-10-18", "recovered": "2025-04-11", "maxDD": -7.23, "days": 175 }, { "started": "2024-10-04", "recovered": "2024-10-04", "maxDD": -5.95, "days": 0 }, { "started": "2023-10-20", "recovered": "2023-11-03", "maxDD": -5.07, "days": 14 } ], "monthlyReturns": { "2022": [ null, null, null, null, null, null, null, null, null, null, -0.7, 2.2 ], "2023": [ -2.2, -2.1, 4.4, 3.2, 1.6, 6.2, 14.2, 9, 6.9, 2.2, 11.4, 10.1 ], "2024": [ 11.4, 1.8, -3, 10.6, 3.4, 8.5, 2.8, 4.8, 5.5, -4.3, 2, 1.4 ], "2025": [ -1.7, -2.8, 5.9, 2.2, 3.8, 0.3, -1.5, 2.3, 2.6, 3.1, 1.7, 1.5 ], "2026": [ 0.4, 6, -6.3, 5.6, 2, 2.9, 1.7, null, null, null, null, null ] }, "yearlyReturns": { "2022": 1.5, "2023": 85.6, "2024": 53.8, "2025": 18.4, "2026": 12.4 }, "lastRebalance": "2026-06-29", "nextRebalance": "2026-07-20", "backtestStart": "2022-11-18", "headlinePitches": [ "The only dynamic card: the model moves the asset mix itself", "A fixed 35% equity core plus 40% equity-or-debt and 25% equity-or-gold switches", "Risk-on means near-fully invested, risk-off means the switches rotate to debt and gold", "Figures run since inception, not the rolling 5 year window" ], "sectorNotes": "Sector exposure follows the equity sleeves and shifts with the regime switches. When the switches sit in debt and gold, sector risk shrinks with them.", "universeCharacter": "Nifty Total Market equity sleeves plus LiquidCase debt and GoldBees gold. A fixed 35% equity core, a 40% equity-versus-debt switch, and a 25% equity-versus-gold switch, rebalanced every 3 weeks.", "rebalanceHistoryFile": "/data/rebalances/dynamic-asset-allocator.csv", "fee": "0.2% on traded value, charged only when trades execute. No subscription, no AUM fee.", "feeShort": "0.2% on traded value", "windowYears": 3.68, "windowLabel": "since inception", "asOf": "2026-08-08", "frozenMetricsAsOf": "2026-07-13", "strategyType": "dynamic", "dynamic": { "groups": [ { "name": "EQUITY VS DEBT", "eligible_universes": [ { "name": "EQ DYNAMIC", "stock_count": 50, "allocation_pct": 0 }, { "name": "DEBT", "stock_count": 1, "allocation_pct": 0 } ], "rank_table": [ { "rank": 1, "allocation_pct": 40 } ] }, { "name": "EQUITY VS GOLD", "eligible_universes": [ { "name": "EQ DYNAMIC_", "stock_count": 50, "allocation_pct": 0 }, { "name": "GOLD", "stock_count": 1, "allocation_pct": 0 } ], "rank_table": [ { "rank": 1, "allocation_pct": 25 } ] } ], "fixed": [ { "name": "EQUITY CORE", "stock_count": 50, "allocation_pct": 35 } ], "current_composition": [ { "name": "EQUITY CORE", "stock_count": 50, "allocation_pct": 35 }, { "name": "DEBT", "stock_count": 1, "allocation_pct": 40 }, { "name": "EQ DYNAMIC_", "stock_count": 50, "allocation_pct": 25 } ] }, "benchmarkCumReturnLive": 29.27 } ]