Demo view. Strategy performance and the regime chart below are real. Capital, holdings, and decisions are illustrative sample data. Live controls (mode, rebalance, liquidate, re-run) are disabled. Also see the portfolio demo.
Strategy
Momentum on Nifty 100 · top 12 stocks · monthly rebalance · paper · REG ON (26,254.15 vs 200-DMA 24,915.26, +5.37%)
Mode
Capital
Current value
₹10,00,000
ATH ₹11,80,000
Drawdown
-15.25%
kill threshold 25%
Controls
Last rebalance: 1 Aug 2026, 9:20 amRegime filter
Honoring NIFTY 100 200-DMA gate
Live equity curve
180 snapshots · +21.12% since start
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Next rebalance previewREG ON
What the bot would pick if it rebalanced right now. Read-only — no trades placed.
As of 4 Sept 2026Universe 500After filters 214
| # | Symbol | Sector | Score | Ret 6M | Ret 12M-1M | Beta | Price |
|---|---|---|---|---|---|---|---|
| 1 | TITAN | Consumer Durables | 0.842 | +18.40% | +34.20% | 0.91 | ₹3512.75 |
| 2 | TRENT | Retailing | 0.811 | +22.10% | +41.60% | 0.97 | ₹5601.90 |
| 3 | BAJFINANCE | Financial Services | 0.774 | +12.30% | +27.90% | 0.88 | ₹7284.50 |
| 4 | ICICIBANK | Financial Services | 0.752 | +9.80% | +21.40% | 0.79 | ₹1189.30 |
| 5 | INDIGO | Aviation | 0.731 | +15.70% | +29.10% | 0.95 | ₹4356.75 |
| 6 | MUTHOOTFIN | Financial Services | 0.708 | +11.20% | +24.60% | 0.84 | ₹2098.60 |
Backtest
Honest: filters Nifty 500 to actual historical members per rebalance. ~5-7 pp lower CAGR vs static seed.
CAGR
20.39%
Max DD
-26.13%
Sharpe
1.28
Sortino
1.43
Win rate
63.7%
Trades
412
Cost drag
0.42%/yr
Tax drag
0.85%/yr
Initial
₹10,00,000
Final
₹3,14,00,000
Total return
3040.0%
In cash
14/204
Per-year breakdown (18 years)
| Year | Return (CAGR for the year) | Portfolio value (year-end) |
|---|---|---|
| 2009 | +28.40% | ₹26,99,389 |
| 2010 | +14.20% | ₹30,82,703 |
| 2011 | -6.80% | ₹28,73,079 |
| 2012 | +31.50% | ₹37,78,098 |
| 2013 | +22.70% | ₹46,35,726 |
| 2014 | +9.40% | ₹50,71,486 |
| 2015 | -3.10% | ₹49,14,270 |
| 2016 | +24.80% | ₹61,33,008 |
| 2017 | +33.60% | ₹81,93,700 |
| 2018 | +12.10% | ₹91,85,137 |
| 2019 | +27.30% | ₹1,16,92,678 |
| 2020 | +18.90% | ₹1,39,02,595 |
| 2021 | -11.20% | ₹1,23,45,504 |
| 2022 | +41.20% | ₹1,74,31,853 |
| 2023 | +15.60% | ₹2,01,51,221 |
| 2024 | +8.30% | ₹2,18,23,772 |
| 2025 | +20.10% | ₹2,62,10,351 |
| 2026 | +19.80% | ₹3,14,00,001 |
Retirement Runway
Capital parked so monthly withdrawals don't eat the principal.
Custom
Comparing against ₹8,34,770 (total live value — all holdings + bot incl. P&L)
Break-even
₹29.43 L
Withdraw 20.39% (= CAGR). Principal flat in nominal terms.
Gap₹21.08 L
ETA (growth)6.8 yrs
ETA (+ contrib)—
Recommended
★ recommended₹58.85 L
Withdraw 10.20% (half CAGR). Principal grows; survives historical DD.
Gap₹50.50 L
ETA (growth)11 yrs
ETA (+ contrib)—
Conservative (4% SWR)
₹1.50 Cr
Classical FIRE math (Bengen rule). Inflation-adjusted by design.
Gap₹1.42 Cr
ETA (growth)16 yrs
ETA (+ contrib)—
Bot holdings
Connecting
BAJFINANCE
NSE · Qty 6
+₹987.00
+2.31%
Avg ₹7,120.00
LTP ₹7,284.50EOD
Cost ₹42,720.00
Value ₹43,707.00
TITAN
NSE · Qty 24
+₹2,466.00
+3.01%
Avg ₹3,410.00
LTP ₹3,512.75EOD
Cost ₹81,840.00
Value ₹84,306.00
ICICIBANK
NSE · Qty 42
+₹1,734.60
+3.60%
Avg ₹1,148.00
LTP ₹1,189.30EOD
Cost ₹48,216.00
Value ₹49,950.60
DIVISLAB
NSE · Qty 12
-₹1,894.80
-2.64%
Avg ₹5,980.00
LTP ₹5,822.10EOD
Cost ₹71,760.00
Value ₹69,865.20
TRENT
NSE · Qty 18
+₹4,714.20
+4.90%
Avg ₹5,340.00
LTP ₹5,601.90EOD
Cost ₹96,120.00
Value ₹1,00,834.20
CGPOWER
NSE · Qty 90
+₹2,538.00
+3.92%
Avg ₹720.00
LTP ₹748.20EOD
Cost ₹64,800.00
Value ₹67,338.00
PERSISTENT
NSE · Qty 30
-₹3,828.00
-2.61%
Avg ₹4,890.00
LTP ₹4,762.40EOD
Cost ₹1,46,700.00
Value ₹1,42,872.00
MUTHOOTFIN
NSE · Qty 56
+₹4,681.60
+4.15%
Avg ₹2,015.00
LTP ₹2,098.60EOD
Cost ₹1,12,840.00
Value ₹1,17,521.60
INDIGO
NSE · Qty 20
+₹2,935.00
+3.49%
Avg ₹4,210.00
LTP ₹4,356.75EOD
Cost ₹84,200.00
Value ₹87,135.00
BSE
NSE · Qty 28
-₹3,799.60
-5.06%
Avg ₹2,680.00
LTP ₹2,544.30EOD
Cost ₹75,040.00
Value ₹71,240.40
| Symbol | Qty | Avg price | LTP | Cost basis | Current value | P&L | P&L % |
|---|---|---|---|---|---|---|---|
| BAJFINANCENSE | 6 | ₹7,120.00 | ₹7,284.50EOD | ₹42,720.00 | ₹43,707.00 | +₹987.00 | +2.31% |
| TITANNSE | 24 | ₹3,410.00 | ₹3,512.75EOD | ₹81,840.00 | ₹84,306.00 | +₹2,466.00 | +3.01% |
| ICICIBANKNSE | 42 | ₹1,148.00 | ₹1,189.30EOD | ₹48,216.00 | ₹49,950.60 | +₹1,734.60 | +3.60% |
| DIVISLABNSE | 12 | ₹5,980.00 | ₹5,822.10EOD | ₹71,760.00 | ₹69,865.20 | -₹1,894.80 | -2.64% |
| TRENTNSE | 18 | ₹5,340.00 | ₹5,601.90EOD | ₹96,120.00 | ₹1,00,834.20 | +₹4,714.20 | +4.90% |
| CGPOWERNSE | 90 | ₹720.00 | ₹748.20EOD | ₹64,800.00 | ₹67,338.00 | +₹2,538.00 | +3.92% |
| PERSISTENTNSE | 30 | ₹4,890.00 | ₹4,762.40EOD | ₹1,46,700.00 | ₹1,42,872.00 | -₹3,828.00 | -2.61% |
| MUTHOOTFINNSE | 56 | ₹2,015.00 | ₹2,098.60EOD | ₹1,12,840.00 | ₹1,17,521.60 | +₹4,681.60 | +4.15% |
| INDIGONSE | 20 | ₹4,210.00 | ₹4,356.75EOD | ₹84,200.00 | ₹87,135.00 | +₹2,935.00 | +3.49% |
| BSENSE | 28 | ₹2,680.00 | ₹2,544.30EOD | ₹75,040.00 | ₹71,240.40 | -₹3,799.60 | -5.06% |
| Total | ₹8,24,236.00 | ₹8,34,770.00 | +₹10,534.00 | +1.28% | |||
Bot sector exposure
Sector weights of the bot's current positions, at cost basis.
Total value ₹8,34,770 · 6 sectors
Financial Services(3)₹6,12,400 · 34.1%
Consumer Durables(1)₹4,21,530 · 23.5%
Retailing(1)₹3,00,900 · 16.8%
Healthcare(1)₹1,98,700 · 11.1%
Aviation(1)₹1,30,100 · 7.3%
Capital Goods(1)₹1,29,400 · 7.2%
Decision log
| Date | Mode | Regime | Pre | Post | Trades | Picks | |
|---|---|---|---|---|---|---|---|
| 1 Aug 2026, 9:20 am | paper | ON | ₹11,42,300 | ₹11,48,900 | 2 | 2 | |
| 1 Jul 2026, 9:20 am | paper | ON | ₹10,98,600 | ₹11,01,200 | 1 | 1 | |
| 1 Jun 2026, 9:20 am | paper | OFF | ₹10,64,800 | ₹10,64,800 | 0 | 0 | |
| 1 May 2026, 9:20 am | paper | ON | ₹10,21,400 | ₹10,30,100 | 1 | 1 | |
| 1 Apr 2026, 9:20 am | paper | ON | ₹9,92,300 | ₹9,98,700 | 1 | 0 | |
| 1 Mar 2026, 9:20 am | paper | ON | ₹9,54,100 | ₹9,61,800 | 0 | 0 |
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