Systematic investing in India: rules, back tests and execution

Systematic investing follows written rules for what to hold, how much and when to change it, so the same data always gives the same portfolio. The modules and guides below cover why rules help, how back tests work and fail, picking stocks by rules, and SEBI rules on algos and execution.

11 pages and terms
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4 questions answered

2Guides

Long form answers with worked Indian examples.

3Learn modules

Free lessons with a quiz and a certificate.

2Questions answered

One question, one short answer, a dated chart.

1Comparisons and more

Side by side pages, hubs and the rest of the site.

PageTechnology, How the RupeeCase Index Engine WorksHow RupeeCase builds, backtests and rebalances quantitative indices, places orders through your broker API, and tracks every order and ledger entry.

2Glossary terms

The words, in plain language.

Systematic investing: Approach where selection, weighting, rebalancing, and exit rules are defined upfront and followed mechanically.
Backtest: Simulation of a strategy on historical data to estimate past performance.

Search every RupeeCase page for systematic investing

Questions about systematic investing

What is systematic investing?

Investing by written rules for selection, weighting and rebalancing, applied the same way every time instead of case by case judgement.

How is it different from algo trading?

Algo trading usually means automated order placement, often intraday. Systematic investing is about the portfolio rules; the orders can be placed by hand or by software.

What can go wrong in a back test?

Overfitting, look ahead bias, survivorship bias and leaving out costs. The back testing module and the overfitting question page cover each with Indian examples.

Is algo trading legal for retail in India?

Yes, through brokers under SEBI’s framework for retail algo trading. The question page summarises the rules.

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