THE DAILY SIGNAL
Thursday, October 08 2026 09:29 MYT
11 of 12 datasets current · worst degraded Checking live ledger… How fresh is this? →
New edition published. This tab was built for Thursday, October 08 2026. Live data — the ticker, heat map and signal ledger — is still current; the written brief, trade ideas, screens and IPO cards are yesterday’s. Live data here is still current. The brief, ideas and screens are yesterday’s.
📈Markets
Nifty 50 ₹22776 ▲ +0.98%
S&P 500 7802 ▼ -0.22%
Nasdaq 27539 ▼ -0.22%
Gold $4148.1 ▼ -0.93%
Crude $89.49 ▲ +0.06%
USD/INR ₹96.66 ▲ +0.3%
BTC $83240 ▼ -2.71%
Sensex ₹73068 ▲ +0.95%
📈Markets
Nifty 50 ₹22776 ▲ +0.98%
S&P 500 7802 ▼ -0.22%
Nasdaq 27539 ▼ -0.22%
Gold $4148.1 ▼ -0.93%
Crude $89.49 ▲ +0.06%
USD/INR ₹96.66 ▲ +0.3%
BTC $83240 ▼ -2.71%
Sensex ₹73068 ▲ +0.95%
◆ Compiled 6:00 AM MYT · Thursday, October 08 2026

Numbers first.
Noise last.

Markets, research and a public signal ledger — one page, rebuilt every morning before the open. What changed, why it matters, and what the evidence says. Wins and losses both, because a record you can only see the good half of is not a record.

How to read this Fact an observed value — a close, a flow, a filing Model computed by the engine from facts Result what happened to a published signal View a human opinion, labelled as one

Built by Akshay Kothari · CA · FP&A · AI builder Public ledger — wins and losses Not investment advice

10%
Signal Win Rate Result
?
Signal win rate Share of CLOSED signals that reached a target before their stop.
Computed from
Every signal with a recorded exit. Open signals are excluded — a trade that has not resolved has no result, and counting it as neutral is how a 50% system starts looking like an 80% one.
Wrong if
The exit price is wrong. R is recomputed from exit_price against entry and stop, never read from the ledger's r_multiple column — a 2026-08-08 re-grade corrupted that column on 168 of 573 rows.
Sample
120 closed, from the most recent 200 alerts across every engine version. Below 30 this is a running tally, not a measurement.
Why Performance differs
The Performance section scores the v2 engine only, so it reports a smaller sample. Neither figure is the “real” one — they answer different questions, and both name their population rather than leaving you to guess.
Expiries count
A signal that resolved without reaching a target is in the denominator. Dropping expiries raises the win rate without a single trade going differently.
120 closed of the last 200 signals
0
Open Setups Fact
?
Open setups Signals the engine has published that have not yet resolved.
What it is not
A position. Nothing here holds capital — a signal becomes a position only when the order is placed by hand and confirmed.
Computed from
A direct count of rows with status OPEN. No model, no estimate.
200
Signals Logged Fact
?
Signals logged Every signal this engine has ever published, winners and losers.
Computed from
A row count. Each was written when it fired, not added afterwards.
Why it matters
It is the denominator. A track record quoted without one is a selection of trades, not a record of them.
4/8
Markets Advancing
The record

Every call, scored.
Including the bad ones.

Publishing what looks good today is free. This is the part that costs something: what actually happened to it. Nothing is removed after the fact, and a signal that failed stays on the page at the size it failed by.

Open the signal log →
120Closed & scored
10%Win rate
—Expectancy / trade
—Cumulative R
—Max drawdown
0Still open

Numbers first. Evidence always. Losses stay visible. Not investment advice, and not a recommendation to buy or sell anything. How every figure here is computed →

Today in 60 seconds Thursday, October 08 2026
Market regime Leaning risk-on · 56/100
Risk appetite across 8 instruments, weighted by move size. Moved most by Gold -0.93% and USD/INR +0.3%. 50 is neutral; risk assets push up, havens push down.
Market Leaning risk-on 56/100 regime World 18 events last 24h, clustered IPO 0 open 0 apply · 0 coming Engine 16 scored 2 not funded
What matters now 4 readings · every one links to its evidence
Momentum FACT

Nifty 50 +0.98% — the day's strongest risk asset

4 of 8 priced instruments advanced. Breadth is what separates a move from a rotation.

UnlessBreadth under half the board would make this one name moving, not momentum.

Full board →
Watch FACT

FII ₹-6,121 Cr against DII ₹+4,597 Cr

DII money is absorbing FII selling. Flows on opposite sides is the setup that resolves violently in whichever direction gives up first.

UnlessBoth sides buying, or both selling, ends the standoff. Which way it ends is the thing worth waiting for.

The flows →
Opportunity MODEL

SMCI scores 90/100 in this week's screen

Then NET 76, ACN 75, ARM 68. Ranked once per ISO week — these are ideas, not ledger signals, and they never touch the win rate.

UnlessRe-ranked every ISO week. A name can leave these five without anything happening to the business.

All five →
Record RESULT

120 closed signals · 10% winners

Logged when it fires, scored when it closes. Losers included — that is the point of publishing it.

UnlessMeasured over a different window this can change sign. The window is part of the claim, not a detail under it.

Full record →
01 / MARKET INTEL FRESH6h old

What moved the tape today

Sector heat, FII/DII net flow, and every corporate action NSE published — straight from NSE's and Yahoo's own feeds, no ranking or "top N by importance" applied.

DAILY Rebuilt ~07:00 MYT, before the 6 AM edition Built 2026-10-07 · 0.3d old
Market state

Sector heat 6 AM SNAPSHOT

Which parts of the market moved today, by NSE sector index. Read it for rotation — money leaving one sector usually shows up in another before it shows up in the headlines.

PSU Bank +1.01%
Media +0.74%
Banking -0.13%
Pharma -0.43%
Energy -0.62%
Infra -0.78%
FMCG -0.89%
IT -1.34%
Auto -1.58%
Realty -1.8%
Metal -2.33%
The tape
—

Nifty 50, live. The index is one number; the two blocks beside it are what is underneath it.

The breadth
457 up / 520 down

Of 988 screened. 51.7% hold their 200-day average, 34.6% their 50-day. 3 sit at a 52-week high.

What it reads as
—

More names fell than rose, so an index that held up was carried by a few of them rather than by the market. The median name is -4.1% over a month against the index’s -5.4%.

Where the money went
₹-6,121 Cr
FII net
₹4,597 Cr
DII net
₹-1,525 Cr
Combined

Net rupees bought and sold by foreign and domestic institutions. They are usually on opposite sides — the size of the gap says more than the direction of either one. 6 AM SNAPSHOT

Room for disagreement

Breadth is a count, not a weight: 988 names each count once, so a day where the largest twenty carry the index and four hundred small names drift reads here as weak and in your portfolio as fine. The 200-day figure is slow by construction and will still look healthy some way into a real decline. And none of this says anything about tomorrow — it is a description of a day that has already happened.

The board 6 AM SNAPSHOT
Loading the board…
What the scans found today All 6 →
200 Profit up sharply, price has not followed profit growth ≥ 20% year on year and 3-month return ≤ 0%
90 Improving profitability, still cheap against its own history margin improving, ROCE trend up, and PE in the cheapest third of its own range
81 F-score 7+ while the price has gone nowhere F-score ≥ 7 of 9 evaluated, and 6-month return ≤ 0%
Market state

Moving today, by sectorWAITING ON LIVE

Today’s move, grouped by sector. Drawn from the live ticker, so it covers the names on the rail rather than the full screen — narrow but current. The week’s version, across all 988 screened names, sits below it.

Waiting on the live ticker…
Market state

Moving this week, by sector1-WEEK SCREEN

Best and worst five in each of 26 sectors over one week, from the screen's own rows (built 2026-10-08). The median says whether the sector moved or two names carried it.

Consumer Defensive +4.3% median · 13 names

Best five

Worst five

Energy +1.9% median · 10 names

Best five

Worst five

Industrials +1.9% median · 67 names

Best five

Worst five

Telecommunication +1.8% median · 13 names

Best five

Worst five

Technology +1.5% median · 24 names

Best five

Worst five

Basic Materials +1.1% median · 37 names

Best five

Worst five

Fast Moving Consumer Goods +1.1% median · 44 names

Best five

Worst five

Capital Goods +0.8% median · 112 names

Best five

Worst five

Information Technology +0.5% median · 36 names

Best five

Worst five

Textiles +0.4% median · 12 names

Best five

Worst five

Consumer Cyclical +0.3% median · 43 names

Best five

Worst five

Financial Services +0.3% median · 139 names

Best five

Worst five

Chemicals -0.2% median · 45 names

Best five

Worst five

Consumer Services -0.4% median · 46 names

Best five

Worst five

Consumer Durables -0.6% median · 41 names

Best five

Worst five

Services -0.6% median · 26 names

Best five

Worst five

Media Entertainment & Publication -0.7% median · 8 names

Best five

Worst five

Utilities -1.1% median · 8 names

Best five

Worst five

Construction Materials -1.4% median · 16 names

Best five

Worst five

Oil Gas & Consumable Fuels -1.6% median · 17 names

Best five

Worst five

Healthcare -1.7% median · 87 names

Best five

Worst five

Construction -1.8% median · 23 names

Best five

Worst five

Metals & Mining -1.9% median · 24 names

Best five

Worst five

Power -1.9% median · 21 names

Best five

Worst five

Realty -2.3% median · 17 names

Best five

Worst five

Automobile and Auto Components -2.7% median · 48 names

Best five

Worst five

Calendar

Corporate actions

Dividends, splits, bonuses and buybacks with their ex-dates. Buy on or after the ex-date and you do not receive the action — this is the date that decides it.

Ex-date and record date fall on the same day under T+1 settlement, so one date is shown where they agree. Any row where they genuinely differ shows both.

SymbolAction Ex / record date
BANSALWIRE Face Value Split (Sub-Division) - From Rs 5/- Per Share To Re 1/- Per Share 16-Oct-2026
TCI Buy Back 09-Oct-2026
ACCELYA Dividend - Rs 35 Per Share 09-Oct-2026
MOLDTKPAC Bonus 1:1 09-Oct-2026
MOLDTECH Bonus 1:1 09-Oct-2026
SKYWAYS Interim Dividend - Re 0.25 Per Share 09-Oct-2026
BHAGYANGR Demerger 08-Oct-2026
SHARDUL Buy Back 08-Oct-2026
BUILDPRO Face Value Split (Sub-Division) - From Rs 10/- Per Share To Rs 2/- Per Share 08-Oct-2026
02 / TRADE IDEAS LIVE2 min old

Top 5 trade ideas

Global 200 universe — India, US, global. Scored, ranked, refreshed weekly. Every level is taken from structure — the target from the 52-week high or a measured move past it, the stop from the 20-day average — so the reward/risk differs per idea instead of being the same number on every card. Hover any level for the rule behind it. Ranked only among names clearing a minimum 2:1 reward/risk — the same floor every scanner engine enforces; this page used to rank on momentum score alone and could surface an idea with a great score and a sub-1.0 R:R.

WEEKLY Ranked once a week, Sunday morning MYT — the same five all week is the design, not a stalled scan Engine v6 These are ideas, not ledger signals — they carry no entry fill and never touch signal.askakshay.com's win rate or expectancy

Orders to place — the ₹1 Cr book 0 ORDERS

Not the five above — that is a weekly ranking. This is what the rulebook would BUY right now, at what size, with the exits already decided. Every row shows what it costs, and they add up to the deployed figure.

Nothing here is bought yet. What this same ₹1 Cr already holds, marked to live prices, is the paper wallet →

MANDATE ₹1 Cr · Indian listed equity, no intraday
0 to place heat 0.0% deployed 0.0% cash ₹1 Cr no P&L here — nothing is bought see the wallet →

Nothing clears the mandate today. Cash is the position.

Bands: swing 25–60% · medium 35–75% · long 40–90% No order is placed by this page — there is no broker link.
Top idea
SMCI
90/100
$43.69
1D +4.22% 1M +18.1% 3M +66.4%
66.4% three‑month surge, 18.1% one‑month rise, price 8.4% above 20‑day average on 0.82× typical volume, composite 90/100.
Why 90/100
Above 20-day avg 25.0/25
Above 50-day avg 20.0/20
Averages stacked 15.0/15
1-month thrust 20.0/20
3-month trend 10.0/10
Volume confirming 0.0/10
Wrong if SMCI closes below $40.32 — its 20-day average, and the single biggest component of that score.
🎯 Target
$58.78
🛡 Stop
$40.32
⚖ Reward/risk
4.48
⏱ Horizon
1-3 months
NET
76/100
$349.07
1D -0.55% 1M +28.0% 3M +29.8%
Three‑month gain of 29.8% with price 4.1% above its 20‑day average, volume at 0.85× norm, composite 76.
Why 76/100
Above 20-day avg 15.3/25
Above 50-day avg 17.0/20
Averages stacked 15.0/15
1-month thrust 20.0/20
3-month trend 8.5/10
Volume confirming 0.0/10
Wrong if NET closes below $335.28 — its 20-day average, and the single biggest component of that score.
🎯 Target
$399.74
🛡 Stop
$324.84
⚖ Reward/risk
2.09
⏱ Horizon
about a month
ACN
75/100
$198.9
1D -6.31% 1M +6.0% 3M +41.6%
41.6% three‑month rise, price +6.9% above its 20‑day average, volume 1.79× normal, composite 75/100.
Why 75/100
Above 20-day avg 22.2/25
Above 50-day avg 15.2/20
Averages stacked 9.3/15
1-month thrust 8.0/20
3-month trend 10.0/10
Volume confirming 9.9/10
Wrong if ACN closes below $186.09 — its 20-day average, and the single biggest component of that score.
🎯 Target
$285.21
🛡 Stop
$186.09
⚖ Reward/risk
6.74
⏱ Horizon
3-6 months
ARM
68/100
$307.49
1D +5.18% 1M +30.9% 3M +2.3%
30.9% one‑month gain, 2.3% three‑month rise, price 7.5% above 20‑day average on 0.96× volume, composite 68.
Why 68/100
Above 20-day avg 23.9/25
Above 50-day avg 15.2/20
Averages stacked 7.8/15
1-month thrust 20.0/20
3-month trend 0.7/10
Volume confirming 0.6/10
Wrong if ARM closes below $285.92 — its 20-day average, and the single biggest component of that score.
🎯 Target
$452.7
🛡 Stop
$285.92
⚖ Reward/risk
6.73
⏱ Horizon
no estimate
ZS
63/100
$196.6
1D -1.1% 1M +13.8% 3M +31.5%
Three‑month gain of 31.5% accelerating, while price is only 1.4% above its 20‑day average on 0.61× volume.
Why 63/100
Above 20-day avg 8.4/25
Above 50-day avg 12.6/20
Averages stacked 15.0/15
1-month thrust 18.4/20
3-month trend 9.0/10
Volume confirming 0.0/10
Wrong if ZS closes below $193.97 — its 20-day average, and the single biggest component of that score.
🎯 Target
$336.99
🛡 Stop
$182.73
⚖ Reward/risk
10.12
⏱ Horizon
6-12 months
03 / WORLD LIVE2 min old

The world, last 24h

Wires only. Deduplicated, ranked, and cut to what actually changes a decision.

Economic Times · LEAD

Sebi unveils six-tier credit risk-o-meter for debt securities

The Securities and Exchange Board of India is introducing a mandatory colour coded credit risk-o-meter for debt securities. This new meter categorizes credit risk into six color-coded levels, indicating risk levels accurately. Issuers and online bond platforms will need to adopt these disclosures in their documentation. The measures aim to improve transparency in the investment process for potenti

Read the full story →
ET Economy GST Council meeting 2026: What may change as GST 2.0 takes aim at ITC, refunds, arrest powers and other reforms

GST Council Meeting 2026: The GST Council, meeting in New Delhi, is expected to propose significant reforms for tax administration…

Livemint Stock market outlook today, 8 Oct: Sensex, Nifty prediction - DJIA, S&P, NASDAQ, GIFT Nifty, Nikkei, Kospi, Taiwan cues

Stock market prediction for Thursday, 8 October, 2026: Gift Nifty was trading around the 22,557 level, down nearly 35 points from …

BusinessLine Sensex today | Stock Market Live: Stock to buy today: BHEL (₹448.90)

Sensex, Nifty, Stock Price Live Updates: The short-term outlook is bullish for Bharat Heavy Electricals Limited (BHEL). After surg…

Bloomberg LG Energy Profit Beats Estimates on Energy-Storage Systems

LG Energy Solution Ltd. reported preliminary third-quarter earnings that were more than double analyst estimates as the South Kore…

Financial Times SpaceX credit risk jumps on worries over its borrowing spree

Leap in credit default swaps tracking Elon Musk’s aerospace group follows an FT report that it is seeking to raise $40bn to buy Nv…

WSJ Markets

Stock Market News, Oct. 7, 2026: Treasury Yields Retreat After Strong Auction, Dow Slips

Oil prices pare gains

Oct 07 08:34 Read more →
BBC Business

'Stop throwing shade' - the woman trying to stop firms leaving the UK

British people need more incentives to invest in big firms listed in the UK, Dame Julia Hoggett, boss of the London Stock Exchange, says.

Oct 07 23:00 Read more →
CNBC

Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic

Levi Strauss on Wednesday posted earnings that beat expectations, though it saw benefits from tariff refunds.

Oct 07 21:31 Read more →
MarketWatch

Rising yields are quietly crashing the stock market’s earlier winners of 2026

Surging Treasury yields have begun to hammer parts of the stock market that might easily be overlooked, especially with the spotlight once again shining brightly on a small group o…

Oct 07 22:32 Read more →
Economic Times

PCBL Chemical rises 25% on supply, export and earnings hopes

PCBL Chemical has seen a 25% stock increase due to anticipated higher carbon-black prices. The company expects improved export prospects and a recovery in earnings. It has shifted …

Oct 08 01:09 Read more →
ET Economy

RBI raises repo rate to 5.5% in first hike under Governor Sanjay Malhotra, shifts stance to ‘calibrated tightening’

The RBI raised its benchmark repo rate by 25 basis points to 5.5%, its first hike since February 2023, and shifted its policy stance to ‘calibrated tightening’. The move came as th…

Oct 08 00:00 Read more →
Livemint

Raja Venkatraman recommends three stocks for 8 October

Market expert Raja Venkatraman shares his top stock picks for 8 October. Here’s his technical outlook and trade strategy.

Oct 08 00:45 Read more →
BusinessLine

India’s Venezuelan oil imports set to hit highest level in nearly seven years

India’s crude sourcing is shifting as Venezuelan barrels offer refiners an attractive price advantage over increasingly costly Russian supplies

Oct 08 00:18 Read more →
Bloomberg

Asian Stocks Drop as Oil Stokes Inflation Worries: Markets Wrap

Asian stocks declined, tracking moves on Wall Street, as elevated oil prices stoked inflation concerns and technology shares came under renewed pressure.

Oct 07 22:03 Read more →
04 / FINDINGS

What the data says that nobody looked for

Deterministic scans across 988 companies and the market's own internals. Every finding states the rule that produced it, so it can be checked rather than believed. Research leads — not recommendations, and not ranked: the tables below already do the ranking, this answers a different question.

Findings

Unusual combinations

Pairs of attributes that rarely occur together in the same company. Rare is not the same as good — treat each as a question to investigate, not a conclusion.

Strong on the accounts, weak on the tape 49

quality ≥ 70 and 3-month return ≤ −10%

BSE · OSWALPUMPS · JSLL · WAAREERTL · TIPSMUSIC · CRIZAC · WAAREEENER · CMPDI

+41 more — show all 49

BSE · OSWALPUMPS · JSLL · WAAREERTL · TIPSMUSIC · CRIZAC · WAAREEENER · CMPDI · SHILCTECH · CUMMINSIND · NAM-INDIA · BANCOINDIA · HDFCAMC · GRSE · MAZDOCK · SANOFICONR · NMDC · EIEL · NATCOPHARM · SUZLON · CAMS · INDIAMART · ASHOKA · TRITURBINE · ZENTEC · BBTC · IEX · TANLA · ELECON · NEWGEN · KPITTECH · CDSL · AIAENG · PFIZER · MAPMYINDIA · MSUMI · LICI · COLPAL · TENNIND · PGHH · MMTC · GPIL · PIIND · TATAELXSI · AVANTEL · EMSLIMITED · HINDUNILVR · BAYERCROP · ASIANPAINT

A falling price is not evidence of a worse business. It is also not evidence of a bargain. This is where to look, not what to buy.

Improving profitability, still cheap against its own history 90

margin improving, ROCE trend up, and PE in the cheapest third of its own range

BSE · CUPID · MCX · RPEL · ANANDRATHI · GVT&D · ICICIAMC · MACPOWER

+82 more — show all 90

BSE · CUPID · MCX · RPEL · ANANDRATHI · GVT&D · ICICIAMC · MACPOWER · AZAD · CARTRADE · APOLLO · ACUTAAS · RADICO · HINDCOPPER · SHUKRAPHAR · JYOTICNC · LLOYDSENT · PREMEXPLN · SAILIFE · SEDEMAC · JAINREC · SYRMA · CAPILLARY · AEGISLOG · SHADOWFAX · NUVAMA · PARAS · BLACKBUCK · POWERINDIA · NAVINFLUOR · VIJAYA · MARINE · KENNAMET · ASTRAMICRO · SHAILY · KPL · INOXGREEN · AMAGI · PRIVISCL · RAMRAT · HONASA · 3MINDIA · NYKAA · AVALON · SHILPAMED · PVRINOX · HSCL · SGMART · BOSCHLTD · DEEDEV · PIDILITIND · SAKAR · DIACABS · SMARTWORKS · CEMPRO · STYLEBAAZA · BLUESTONE · ITDC · RAMCOSYS · GMRAIRPORT · NEPHROPLUS · APOLLOHOSP · ABDL · AXISCADES · NBCC · JSWENERGY · BIKAJI · CENTUM · POLICYBZR · GODIGIT · MAHSCOOTER · ARFIN · PAYTM · PINELABS · DBREALTY · FORTIS · LINDEINDIA · WOCKPHARMA · TVSSCS · SHREECEM · VARROC · RHETAN · ADANIENT · HINDPETRO · ASTERDM · DREDGECORP · ASIANTILES · JBMA · ITI · ICICIPRULI

F-score 7+ while the price has gone nowhere 81

F-score ≥ 7 of 9 evaluated, and 6-month return ≤ 0%

BLS · JSLL · CRIZAC · CUMMINSIND · GILLETTE · TRANSRAILL · FORCEMOT · LUPIN

+73 more — show all 81

BLS · JSLL · CRIZAC · CUMMINSIND · GILLETTE · TRANSRAILL · FORCEMOT · LUPIN · IGIL · SANOFICONR · BEL · SANDUMA · INDUSTOWER · HINDCOPPER · ASHAPURMIN · ASHOKA · BBTC · TRAVELFOOD · SHARDACROP · DOMS · HINDZINC · BHARTIARTL · BHARTIHEXA · CCL · PFIZER · CEATLTD · REDTAPE · MRF · TENNIND · SARDAEN · ATUL · PGHH · BRITANNIA · YATRA · GMRAIRPORT · SAFARI · HCLTECH · NSLNISP · IOC · SCHAEFFLER · WAKEFIT · STARCEMENT · AHLUCONT · NLCINDIA · RITES · BAYERCROP · BORORENEW · JKCEMENT · BIRLACORPN · CERA · GUJENERGY · MAHSCOOTER · JKTYRE · ROUTE · RAYMONDLSL · APOLLOTYRE · PNCINFRA · PINELABS · DCMSHRIRAM · DBREALTY · ONGC · FRACTAL · FORTIS · TRIVENI · ANURAS · JPPOWER · ULTRACEMCO · PATELENG · CENTURYPLY · RELIANCE · SHREECEM · SRF · ABLBL · JKLAKSHMI · SOBHA · RAMCOCEM · UPL · PFOCUS · PRSMJOHNSN · TATASTEEL · TARC

Previously strong, now deteriorating 75

quality ≥ 60 but margin falling AND ROCE trend down

OSWALPUMPS · RAMBHAJO · KRN · LLOYDSENGG · CGPOWER · UNIMECH · SUDEEPPHRM · TBOTEK

+67 more — show all 75

OSWALPUMPS · RAMBHAJO · KRN · LLOYDSENGG · CGPOWER · UNIMECH · SUDEEPPHRM · TBOTEK · NETWEB · IGIL · PRUDENT · INDGN · NMDC · SHREEJISPG · EIEL · EMUDHRA · FCL · CELLO · NATCOPHARM · INOXINDIA · INTERARCH · IIFLCAPS · IRCTC · SHRIPISTON · KMEW · AURIONPRO · AEROFLEX · FINEORG · INDOBORAX · SONACOMS · ANGELONE · MSTCLTD · DHOOTTRANS · TANLA · DOMS · COALINDIA · ELECON · DRREDDY · SUNTV · KPITTECH · NAVA · INDSWFTLAB · POLYMED · KSCL · PFIZER · SUPREMEIND · MAPMYINDIA · GHCL · IGL · MSUMI · BLUEJET · ROLEXRINGS · AFFLE · LTTS · STYRENIX · CMSINFO · MANYAVAR · INDIGOPNTS · PIIND · CLEAN · TATAELXSI · CIPLA · AVANTEL · TIINDIA · EMSLIMITED · KIRLOSBROS · CONCORDBIO · MGL · TIMKEN · LTM · RITES · SPLPETRO · CERA · CORDELIA · TATATECH

Early deterioration in businesses that still score well. The score is backward-looking; the direction is not.

Unusual volume, no price response 15

volume spike ≥ 2× the 20-day average and 1-week move within ±2%

TBOTEK · GOKULAGRO · ITC · GAEL · JTLIND · IGL · DCBBANK · INDIGO

+7 more — show all 15

TBOTEK · GOKULAGRO · ITC · GAEL · JTLIND · IGL · DCBBANK · INDIGO · EASEMYTRIP · PIIND · TIINDIA · BALAMINES · JSWCEMENT · TATACOMM · DREDGECORP

Profit up sharply, price has not followed 200

profit growth ≥ 20% year on year and 3-month return ≤ 0%

BSE · OSWALPUMPS · BLS · JSLL · WAAREERTL · TIPSMUSIC · CRIZAC · SHRINGARMS

+192 more — show all 200

BSE · OSWALPUMPS · BLS · JSLL · WAAREERTL · TIPSMUSIC · CRIZAC · SHRINGARMS · HBLENGINE · KRISHNADEF · ANANDRATHI · WAAREEENER · IKS · PREMIERENE · GVT&D · GILLETTE · TRANSRAILL · MAHABANK · POLYCAB · BANCOINDIA · EMMVEE · ICICIAMC · SJS · GOLDIAM · WEBELSOLAR · JNKINDIA · SAATVIKGL · FORCEMOT · GOKULAGRO · LUPIN · GRSE · SANOFICONR · GODFRYPHLP · INTERARCH · KIRLPNU · TARIL · ZAGGLE · ACUTAAS · SANDUMA · TEMBO · DIXON · DATAPATTNS · SATIN · SUZLON · KPIGREEN · INDIASHLTR · VIKRAMSOLR · HINDCOPPER · ASHAPURMIN · SENORES · PREMEXPLN · KEI · JAINREC · THYROCARE · CGCL · KERNEX · BAJAJ-AUTO · SENCO · ATALREAL · ASHOKA · NORTHARC · HOMEFIRST · WABAG · POWERINDIA · TRAVELFOOD · GENUSPOWER · CARERATING · MUTHOOTFIN · SHARDACROP · THANGAMAYL · ADVAIT · IXIGO · PICCADIL · GVPIL · SKIPPER · ASTRAMICRO · GODREJPROP · SUNTECK · ESCORTS · FIEMIND · CHOLAFIN · SILVERTUC · LODHA · ADVENZYMES · INOXGREEN · POCL · VAIBHAVGBL · PRIVISCL · TSFINV · CCL · CANFINHOME · BPCL · KAYNES · SBFC · BAJAJCON · ERIS · CEATLTD · VIYASH · REDTAPE · V2RETAIL · CCAVENUE · SANDHAR · DEEDEV · GRAVITA · APTUS · MRF · REFEX · AADHARHFC · AGIIL · CHOICEIN · GALLANTT · OLECTRA · CEMPRO · ATUL · PGHH · IFBIND · M&M · MMTC · PARKHOSPS · YATRA · SAMHI · VMM · FEDFINA · APOLLOHOSP · CARYSIL · RALLIS · IOC · TITAN · SCHAEFFLER · AUBANK · GICRE · NBCC · METROPOLIS · STARCEMENT · AHLUCONT · PATANJALI · BIKAJI · ORIENTCEM · NLCINDIA · HINDUNILVR · TATACONSUM · BAYERCROP · MEDPLUS · POLICYBZR · PIRAMALFIN · MINDACORP · GODIGIT · GREAVESCOT · BIRLACORPN · UNOMINDA · MAXHEALTH · MAHSCOOTER · JKTYRE · GMDCLTD · JSWSTEEL · PHOENIXLTD · PRESTIGE · M&MFIN · RAYMONDLSL · ADANIENSOL · APOLLOTYRE · HUDCO · DBL · DCMSHRIRAM · SIGNATURE · IOB · TMPV · FRACTAL · FORTIS · LINDEINDIA · ANURAS · CREDITACC · SIS · CAMPUS · ULTRACEMCO · SFL · TATAINVEST · YESBANK · CENTURYPLY · SHREECEM · NIACL · RHETAN · GODREJIND · SRF · ADANIENT · HINDPETRO · JKLAKSHMI · RCF · SOBHA · RAMCOCEM · RICOAUTO · UPL · TITAGARH · GRASIM · HCC · NHPC · ASIANTILES · TATASTEEL · ICICIPRULI · DALBHARAT

Findings

Names that clear more than one screen

Companies surfacing in two or more findings above. Independent screens agreeing is weak corroboration, not confirmation — they share the same underlying price and fundamental data.

107 companies appear in two or more of the findings above. One rule selecting a name is a property. Several unrelated rules selecting the same name is the finding — and it is the one thing six separate lists cannot show you.

BSE 3 rules

BSE Ltd. · Financial Services · composite 77

  • Improving profitability, still cheap against its own history
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

OSWALPUMPS 3 rules

Oswal Pumps Ltd. · Industrials · composite 77

  • Previously strong, now deteriorating
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

JSLL 3 rules

Jeena Sikho Lifecare Ltd. · Healthcare · composite 71

  • F-score 7+ while the price has gone nowhere
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

CRIZAC 3 rules

Crizac Ltd. · Consumer Defensive · composite 69

  • F-score 7+ while the price has gone nowhere
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

SANOFICONR 3 rules

Sanofi Consumer Healthcare India Ltd. · Healthcare · composite 60

  • F-score 7+ while the price has gone nowhere
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

HINDCOPPER 3 rules

Hindustan Copper Ltd. · Basic Materials · composite 57

  • F-score 7+ while the price has gone nowhere
  • Improving profitability, still cheap against its own history
  • Profit up sharply, price has not followed

ASHOKA 3 rules

Ashoka Buildcon Ltd. · Industrials · composite 54

  • F-score 7+ while the price has gone nowhere
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

PFIZER 3 rules

Pfizer Ltd. · Healthcare · composite 47

  • F-score 7+ while the price has gone nowhere
  • Previously strong, now deteriorating
  • Strong on the accounts, weak on the tape

PGHH 3 rules

Procter & Gamble Hygiene and Health Care Limited · Consumer Defensive · composite 43

  • F-score 7+ while the price has gone nowhere
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

PIIND 3 rules

PI Industries Ltd. · Basic Materials · composite 41

  • Previously strong, now deteriorating
  • Strong on the accounts, weak on the tape
  • Unusual volume, no price response

BAYERCROP 3 rules

Bayer Cropscience Ltd. · Basic Materials · composite 38

  • F-score 7+ while the price has gone nowhere
  • Profit up sharply, price has not followed
  • Strong on the accounts, weak on the tape

MAHSCOOTER 3 rules

Maharashtra Scooters Ltd. · Financial Services · composite 36

  • F-score 7+ while the price has gone nowhere
  • Improving profitability, still cheap against its own history
  • Profit up sharply, price has not followed

Showing the 12 clearing the most rules, of 107.

Findings

What changed since the last build

The diff against the previous weekly screen: who entered, who left, who moved. This is the section that tells you whether anything is actually new this week.

974 of 988 companies moved since 2026-10-04, and 13 names are new to the universe. Composite scores now sit at 0 in 80+ · 125 in 60-79 · 520 in 40-59 · 341 in under 40. Market breadth: 457 advancing against 520 declining, 51.7% above the 200-day.

Research findings, not investment advice. Nothing here is scored, ranked or recommended — each is a group of companies that happen to share a measurable property, surfaced because 750 rows are more than anyone scrolls.

05 / VOLUME

Who actually showed up

Names trading at twice their own average volume or more. Volume is the only thing on this page that tells you whether a move had participation behind it.

Fact The multiple is the day’s volume against the name’s own average — not against another stock, so a small cap and a large cap are comparable here. Floor of 2× on at least ₹5 crore of turnover: a twelve-times day on a name that trades forty lakh is a ratio artefact, not a crowd. 18 shown of the 988 screened. Bars are drawn against 12.4× — today’s highest, so the column compares these names to each other rather than to a fixed line.

SymbolVolume vs its own average1W PriceTurnoverReading
PNGSREVAPNGS Reva Diamond Jewellery Li 12.4× +23.3% ₹631 ₹285cr Bought into
WALCHANNAGWalchandnagar Industries Limit 9.0× +11.9% ₹224 ₹181cr Bought into
CHENNPETROChennai Petroleum Corporation 7.9× +11.9% ₹1,607 ₹3,218cr Bought into
MOBIKWIKOne Mobikwik Systems Limited 7.9× +30.4% ₹256 ₹1,915cr Bought into
BHARTIHEXABharti Hexacom Ltd. 7.8× +3.7% ₹1,478 ₹224cr Bought into
TBOTEKTBO Tek Ltd. 7.8× +0.9% ₹1,700 ₹330cr Volume, no price
PANAMAPETPanama Petrochem Limited 7.2× +10.9% ₹537 ₹102cr Bought into
PVRINOXPVR INOX Ltd. 7.2× +8.1% ₹1,344 ₹681cr Bought into
TRENTTrent Ltd. 6.9× +10.3% ₹2,906 ₹1,946cr Bought into
MARSONSMarsons Limited 6.4× +14.7% ₹132 ₹253cr Bought into
KANSAINERKansai Nerolac Paints Ltd. 6.0× +6.1% ₹192 ₹35cr Bought into
ARFINArfin India Limited 5.7× +17.4% ₹104 ₹120cr Bought into
CELLOCello World Ltd. 5.7× +20.0% ₹391 ₹413cr Bought into
JSLLJeena Sikho Lifecare Ltd. 5.6× -17.1% ₹415 ₹154cr Sold into
EPACKPEBEPack Prefab Technologies Limi 4.7× +9.8% ₹267 ₹95cr Bought into
PTCILPTC Industries Ltd. 4.7× +10.0% ₹24,795 ₹290cr Bought into
KNACKKnack Packaging Limited 4.6× +18.3% ₹213 ₹96cr Bought into
INOXGREENInox Green Energy Services Ltd 4.3× -16.5% ₹135 ₹98cr Sold into

A volume spike is an observation, not a setup. Nothing here has an entry, a stop or a size, none of it has been published to the ledger, and none of it touches the win rate. Volume from the weekly screen — same vintage as the stock screen, built 2026-10-08. The Volume, no price rows are the same population Findings reports as “unusual volume, no price response” — one rule, two views, so the two can never disagree about which names those are. What these columns mean →

06 / OWN THE BUSINESS

Own the business

Five NSE names screened on return on capital, growth, leverage and what you pay — the chart only votes on whether the trend is intact. Two to three years. Selection is arithmetic; the paragraph under each is AI. Excluded from the trading win rate on purpose.

This screen is roughly 70% annual accounts, and annual accounts do not move in a week — so a name already published in the last four weeks steps aside to let a new one through. Where too few fresh names clear the score floor, the list is filled from prior weeks and those cards are marked held from a prior week rather than presented as new.

WEEKLY Runs with the Saturday 12:00 MYT scan Logged to the ledger as ai_longterm — in the Signal Log, excluded from expectancy
The screen runs with the Saturday scan. Five names clear the business filter — return on capital, growth, leverage, valuation — before the chart gets a vote, and it publishes fewer than five rather than pad the list.
07 / STOCK SCREEN DEGRADED3h old

Which 988, and why

PRICED TO 2026-10-07 Rebuilt nightly at 05:00 MYT. Price, RSI and turnover are from that date — an intraday chart will differ. Fundamentals come from annual filings and do not move in a week; they are re-read each night anyway rather than kept on a second clock that could disagree with the prices beside them.

The NSE Total Market — every listed name of any size — ranked on published annual statements: return on capital, three-year compounding, leverage, and what the chart is doing. Pick the question you are actually asking and the ranking changes, because a good company and a good thing to buy today are not the same thing.

↓ screen.json

Breaking out, and liquid enough to leave.

Model Names closing above their 20-day high while above all three moving averages, trading more than ₹10 crore a day, and not yet extended. 20 shown of the 988 screened. Liquidity is measured on turnover — NSE’s delivery percentage is not in any feed this build reads, so it is not filtered on and not implied.

SymbolTurnoverto 10-07RSI(14)daily · to 10-07 1M6MROCEFrom 52w high
TRENTTrent Ltd. ₹1,946cr 63 +3.3% +11.5% 32.1% -40.3%
KOTAKBANKKotak Mahindra Bank Ltd. ₹1,728cr 67 +2.3% +15.5% not measured -4.7%
ADANIGREENAdani Green Energy Ltd. ₹861cr 58 +3.8% +23.6% 6.6% -17.8%
PWLPhysicswallah Ltd. ₹487cr 62 +10.2% +38.4% 2.1% —
GLANDGland Pharma Ltd. ₹423cr 69 +6.6% +84.3% 14.1% -0.5%
HFCLHFCL Ltd. ₹336cr 71 +7.8% +214.2% 8.8% -2.1%
LAURUSLABSLaurus Labs Ltd. ₹308cr 67 +5.4% +88.9% 17.4% -0.6%
TFCILTDTourism Finance Corporation of Ind ₹304cr 73 +8.7% +122.0% 7.6% -0.6%
PTCILPTC Industries Ltd. ₹290cr 70 +4.4% +60.9% 8.3% -0.0%
TDPOWERSYSTD Power Systems Ltd. ₹221cr 62 +6.8% +79.5% 30.1% -4.1%
BBOXBlack Box Ltd. ₹201cr 68 +15.1% +70.4% 15.1% -19.6%
EMILElectronics Mart India Ltd. ₹192cr 66 +13.4% +110.0% 11.7% -0.8%
JAMNAAUTOJamna Auto Industries Ltd. ₹187cr 73 +19.1% +24.9% 29.0% -1.4%
WALCHANNAGWalchandnagar Industries Limited ₹181cr 62 +2.2% +26.1% 2.2% -29.1%
SKYGOLDSKY GOLD AND DIAMONDS Ltd. ₹145cr 71 +7.2% +125.6% 22.4% -1.8%
IOLCPIOL Chemicals and Pharmaceuticals ₹139cr 65 +3.8% +161.6% 10.1% -2.2%
CYIENTDLMCyient DLM Limited ₹133cr 66 +1.2% +211.5% 10.7% -2.6%
ARFINArfin India Limited ₹120cr 71 +8.8% +20.2% 13.6% -2.5%
BALRAMCHINBalrampur Chini Mills Ltd. ₹116cr 59 -0.8% +48.5% 8.7% -9.6%
SHANTIGOLDShanti Gold International Limited ₹103cr 74 +28.9% +85.4% 25.2% -3.0%

A breakout is a setup, not a signal. None of these has been published to the ledger, none carries an entry, a stop or a size, and none of them appears in the win rate above.

WEEKLY Rebuilt Sundays 05:00 MYT Built 2026-10-08 · 0.1d old Prices to 2026-10-07 Statements for 986 of 988 · ROCE for 930
BREADTH BEAR across 988 companies, 2026-10-07
Above 20DMA 37.3% Above 50DMA 34.6% Above 200DMA 51.7% 457 up / 520 down on the week Median 1M -4.1% 3 at a 52-week high
How this screen works — and what it is not
A good company is not the same as a good buy today. That is what Rank for is: the four component scores below never change, but each mode weights them for a different question. Investor leans on business quality and price and almost ignores the chart. Positional wants compounding that is also working now. Swing is the chart with the fundamentals only as a floor. The same name can be a 53 to an investor and an 83 to a swing trader — that gap is the useful part, and averaging it into one number is what this section is trying to stop doing.

Four scores, deliberately not one. A company can be excellent and expensive; a chart can be strong while the business degrades. Collapsing that into a single number destroys the only thing you need in order to disagree with it. So Quality is return on capital, margins and leverage; Growth is three-year compounding of revenue and EBITDA; Value is how the stock is priced against its own industry peers, not against the market; Tech is the chart alone, with no fundamental input. The composite is a declared weighted blend of those four (35/25/25/15), renormalised over whichever of them exist for that company.

On ROCE. It is computed here from the published income statement and balance sheet — operating profit over capital employed — not read off a field, because the data source does not publish one. For lenders it is left blank rather than approximated: a bank’s capital employed is its deposit base, so the ratio means nothing there and a number would be worse than a dash. Where the accounts do not support a figure, the cell is empty and the score it feeds is computed from fewer inputs, marked with a dotted underline.

What this is not. A ranking of public data, not advice, and not a prediction — there is no probability, target or forecast anywhere in it, because nothing here has been validated as predictive. I am not a SEBI-registered adviser.
SCREENScombine any — they narrow together
RANK FOR business quality, growth, price and chart
988 companies
Watch Company Price 1Y Comp Qual Grow Value Tech ROCE ROE F-Score Rev CAGR D/E PE RSI Risk Setup
BSE
BSE Ltd.		 3356.0 44.4% 77.0 92.2 100.0 10.8 72.6 49.4% 37.4% 7/9 76.5% 0.0 44.4 55.9 LOW RS LEADER
OSWALPUMPS
Oswal Pumps Ltd.		 264.8 -63.7% 76.6 89.9 100.0 96.8 22.5 27.1% 22.4% 4/9 76.7% 0.14 8.7 34.0 HIGH OVERSOLD
SHANTIGOLD
Shanti Gold International Limited		 340.5 63.1% 75.7 58.4 100.0 73.6 76.9 25.2% 23.4% 6/9 43.8% 0.36 13.1 73.5 HIGH 50D BREAKOUT · RS LEADER
RAMBHAJO
Advit Jewels Limited		 359.75 — 75.5 74.1 100.0 28.8 80.8 29.2% 37.1% 8/9 53.0% 0.79 38.1 74.6 HIGH 50D BREAKOUT · VOLUME
LOTUSDEV
SRI LOTUS DEVELOPERS AND REALTY Lt		 242.92 32.0% 75.0 86.5 100.0 20.2 66.6 16.1% 12.4% 4/9 66.4% 0.07 46.0 73.8 HIGH RS LEADER · TREND INTACT
ATLANTAELE
Atlanta Electricals Ltd.		 1872.6 114.2% 74.7 75.4 94.4 25.9 83.3 31.7% 21.7% 6/9 28.1% 0.05 58.8 62.9 MEDIUM VOLUME · RS LEADER
LCL
Lohia Corp Limited		 621.6 — 73.6 81.6 95.3 39.1 61.3 40.8% 37.1% 7/9 25.3% 0.34 24.2 64.1 LOW —
CUPID
Cupid Ltd.		 344.45 616.7% 72.5 73.3 100.0 0.0 87.4 28.9% 24.0% 4/9 31.2% 0.13 311.8 75.2 HIGH 50D BREAKOUT · VOLUME
QPOWER
QUALITY POWER ELECTRICAL EQUIPMENT		 1615.0 58.5% 72.2 82.2 100.0 12.2 66.6 38.2% 22.4% 5/9 56.0% 0.07 90.4 61.5 LOW RS LEADER · TREND INTACT
BLS
BLS International Services Ltd.		 220.6 -34.0% 72.0 84.1 95.5 82.9 24.9 30.5% 27.9% 8/9 25.5% 0.17 12.7 39.8 LOW —
EPACKPEB
EPack Prefab Technologies Limited		 267.0 39.3% 71.8 40.9 100.0 61.4 93.3 18.0% 12.6% 6/9 32.7% 0.16 25.8 67.9 LOW 20D BREAKOUT · VOLUME
JSLL
Jeena Sikho Lifecare Ltd.		 415.0 -46.0% 71.2 94.9 100.0 46.0 24.2 66.3% 47.5% 9/9 57.7% 0.27 25.3 23.0 MEDIUM VOLUME · OVERSOLD
WAAREERTL
Waaree Renewable Technologies Ltd.		 812.45 -26.8% 71.1 91.5 100.0 63.5 18.3 63.4% 51.2% 3/9 111.7% 0.16 16.6 40.0 MEDIUM —
TDPOWERSYS
TD Power Systems Ltd.		 821.1 169.2% 70.6 69.2 97.1 12.2 81.3 30.1% 22.3% 3/9 29.2% 0.02 90.2 62.3 MEDIUM 50D BREAKOUT · RS LEADER
ZYDUSLIFE
Zydus Lifesciences Ltd.		 1159.5 17.5% 70.2 68.7 79.6 77.6 58.6 18.0% 18.6% 4/9 16.5% 0.46 25.5 51.3 LOW RS LEADER · TREND INTACT
CPPLUS
Aditya Infotech Ltd.		 4064.9 198.8% 70.1 72.8 92.7 8.6 80.8 26.2% 19.6% 6/9 22.7% 0.1 93.5 65.3 HIGH 50D BREAKOUT · RS LEADER
TIPSMUSIC
Tips Music Ltd.		 639.9 16.5% 70.1 99.8 92.1 25.0 33.6 112.4% 83.4% 7/9 26.2% 0.02 38.5 43.2 LOW RS LEADER
GROWW
Billionbrains Garage Ventures Ltd.		 197.75 — 69.9 81.3 88.5 12.0 69.9 29.0% 21.6% 1/5 — 0.03 45.8 60.6 LOW —
KRN
KRN HEAT EXCHANGER AND REFRIGERATI		 1485.4 79.2% 69.9 68.5 87.2 14.9 87.5 13.5% 13.3% 3/9 34.4% 0.33 91.1 54.8 HIGH VOLUME · RS LEADER
BALUFORGE
Balu Forge Industries Ltd.		 507.5 -21.2% 69.8 72.7 92.3 83.7 34.8 18.4% 16.2% 4/9 49.6% 0.1 20.1 47.6 HIGH —
LLOYDSENGG
Lloyds Engineering Works Ltd.		 101.28 63.7% 69.7 65.0 100.0 39.4 64.2 12.6% 11.4% 3/9 60.9% 0.06 57.5 66.2 HIGH RS LEADER · TREND INTACT
PWL
Physicswallah Ltd.		 139.5 — 69.7 50.4 100.0 18.5 97.0 2.1% -0.5% 7/9 73.6% 0.23 1721.9 61.9 HIGH 50D BREAKOUT · VOLUME
PTCIL
PTC Industries Ltd.		 24795.0 55.2% 69.5 53.9 100.0 4.1 100.0 8.3% 6.7% 4/9 40.7% 0.17 261.8 69.6 HIGH 52W BREAKOUT · VOLUME
CRIZAC
Crizac Ltd.		 166.91 -38.7% 69.4 98.8 83.0 74.0 12.0 49.0% 37.5% 7/9 30.1% 0.0 13.2 40.9 HIGH —
TRENT
Trent Ltd.		 2906.0 -37.0% 69.2 74.2 92.6 13.0 72.5 32.1% 24.6% 6/9 34.8% 0.37 76.3 62.7 LOW 20D BREAKOUT · VOLUME

Ratios are computed from the annual statements the data source publishes, which are consolidated where available and occasionally absent altogether — 2 of the 988 companies priced here have no statements at all. Those carry no composite and cannot be ranked: they are in the table, searchable, with their chart and their caveat, but a company that reports nothing must not outrank one that does. Per-share growth is withheld wherever the share count moved structurally inside the history, because an EPS CAGR across a merger or bonus is not a growth rate. Returns are total returns off a split- and dividend-adjusted close.

Screen rebuilt nightly. A high score means “ranked well on published numbers” and nothing more.

08 / FUND SCREEN FRESH4 days old

Where the SIP goes

Top three by three-year return in each category, from AMFI daily NAV via api.mfapi.in. Direct plans only — same portfolio, same manager, without the distributor commission. Returns are computed from the published NAV series, not copied off a factsheet.

WEEKLY Rebuilt Sundays 04:00 MYT, after the week’s last NAV publish Built 2026-10-03 · 4.1d old ⚠ This week’s screen has not run — showing the previous build. NAVs below are from that date, not today.
On expense ratio — why this screen is Direct-only
On expense ratio. Per-scheme TER is not published in the free AMFI feed, so this screen does not claim to know it. The cost lever that is visible is Direct versus Regular, and it is the big one: a Regular plan carries the distributor commission inside its TER, typically 0.5–1.2% a year more for the same portfolio. Everything below is Direct.
Flexi Cap BANK OF INDIA FLEXI CAP FUND - Direct Plan - 18.1%3Y 22 screened

Manager picks across large, mid and small. One fund, whole market.

BANK OF INDIA FLEXI CAP FUND - Direct Plan - Growth leads the full screened set on 5-year return (16.23%) — not always the same fund as the 3-year leader above. The category spans 12.27 points between best and worst 5-year performer (UTI - Flexi Cap Fund. - Direct Plan - Growth, 3.96%). Steadiest top-quartile fund: HDFC Flexi Cap Fund - Direct Plan - Growth Option — 13.4% volatility at a 14.23% 3-year return, the smoothest ride among funds that still beat most of the category.
BANK OF INDIA FLEXI CAP FUND - Direct Plan - Growth
Bank of India Mutual Fund
INF761K01FF5
1Y 9.27%
3Y 18.08%
5Y 16.23%
Volatility 18.6% Worst fall (3y) -23.7% Top 5% of category Age 6.3y NAV 41.36
Sectors Financial 21.54%Capital Goods 10.74%Healthcare 10.34%
Top holdings State Bank of India 5.14%ICICI Bank 4.12%Hindustan Aeronautics 3.07%Sky Gold And Diamonds 2.95%Mankind Pharma 2.92%Lloyds Metals & Energy 2.62%Dr. Reddy's Laboratories 2.6%Bharti Airtel 2.56%Quality Power Electrical Equipments 2.37%Adani Ports and Special Economic Zone 2.31%
61 holdings · 87.66% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 39 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best31.1%
Median24.3%
Worst17.4%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +1.2%
2024 +30.9%
2023 +39.7%
2022 +0.8%
2021 +48.5%
Scheme
NAV history from2020-07-01
Track record6.3 years
Since inception23.57% a year
TypeOpen Ended Schemes
ISININF761K01FF5
NAV on 2026-10-0141.36

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ITI Flexi Cap Fund - Direct Plan - Growth Option
ITI Mutual Fund
INF00XX01CO7
1Y 11.16%
3Y 17.69%
5Y —
Volatility 17.4% Worst fall (3y) -21.4% Top 9% of category Age 3.6y NAV 20.5475
Sectors Financial 22.96%Capital Goods 10.2%Services 6.88%
Top holdings ICICI Bank 5.0%HDFC Bank 4.21%Reliance Industries 3.94%Bharti Airtel 2.76%Larsen & Toubro 2.35%State Bank of India 2.22%Aditya Infotech 2.13%VA Tech Wabag 1.78%Axis Bank 1.73%Divi's Laboratories 1.57%
74 holdings · 94.69% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +4.7%
2024 +28.1%
Scheme
NAV history from2023-02-22
Track record3.6 years
Since inception17.69% a year
TypeOpen Ended Schemes
ISININF00XX01CO7
NAV on 2026-10-0120.5475

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Motilal Oswal Flexi Cap Fund - Direct Plan - Growth
Motilal Oswal Mutual Fund
INF247L01502
1Y 1.86%
3Y 17.25%
5Y 12.29%
Volatility 18.0% Worst fall (3y) -21.5% Top 14% of category Age 12.4y NAV 68.3399
Sectors Capital Goods 21.76%Financial 16.99%Services 11.47%
Top holdings Kalyan Jewellers India 8.79%Eternal 5.97%CG Power and Industrial Solutions 5.57%Coforge 4.26%Shriram Finance Ltd 4.23%Indusind Bank 3.63%Persistent Systems 3.53%Diamond Power Infrastructure 3.37%Apollo Hospitals Enterprise 3.35%Aditya Infotech 3.28%
31 holdings · 94.32% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 114 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best34.6%
Median15.6%
Worst-5.2%
Beat 7% a year85% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -4.8%
2024 +47.0%
2023 +32.1%
2022 -2.1%
2021 +16.3%
Scheme
NAV history from2014-04-29
Track record12.4 years
Since inception14.43% a year
TypeOpen Ended Schemes
ISININF247L01502
NAV on 2026-10-0168.3399

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Large Cap quant Large Cap Fund - Direct Plan - Growth 12.5%3Y 20 screened

Top 100 by market cap. The steadiest equity shelf, and the hardest to beat.

Nippon India Large Cap Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (11.94%) — not always the same fund as the 3-year leader above. The category spans 6.37 points between best and worst 5-year performer (LIC MF Large Cap Fund - Direct Plan - Growth, 5.57%). Steadiest top-quartile fund: Taurus Large Cap Fund - Direct Plan - Growth — 14.8% volatility at a 12.39% 3-year return, the smoothest ride among funds that still beat most of the category.
quant Large Cap Fund - Direct Plan - Growth Option
quant Mutual Fund
INF966L01AT0
1Y 3.36%
3Y 12.53%
5Y —
Volatility 17.6% Worst fall (3y) -21.1% Top 5% of category Age 4.1y NAV 16.198
Sectors Technology 21.18%Financial 15.61%Services 8.65%
Top holdings ICICI Bank 8.9%Adani Enterprises 8.65%Adani Green Energy 8.41%Tata Consultancy Services 8.27%Capri Global Capital 6.71%LG Electronics India 6.04%Bharti Airtel 5.53%Tech Mahindra 5.51%DLF 4.85%Adani Energy Solutions 4.65%
17 holdings · 87.17% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 14 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best19.2%
Median15.9%
Worst12.9%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +5.3%
2024 +15.9%
2023 +28.9%
Scheme
NAV history from2022-08-12
Track record4.1 years
Since inception13.15% a year
TypeOpen Ended Schemes
ISININF966L01AT0
NAV on 2026-10-0116.198

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Taurus Large Cap Fund - Direct Plan - Growth
Taurus Mutual Fund
INF044D01BX3
1Y 6.07%
3Y 12.39%
5Y 10.06%
Volatility 14.8% Worst fall (3y) -17.6% Top 10% of category Age 13.7y NAV 175.04
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best22.9%
Median12.0%
Worst-6.2%
Beat 7% a year78% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +5.5%
2024 +18.2%
2023 +21.9%
2022 +6.8%
2021 +18.1%
Scheme
NAV history from2013-01-03
Track record13.7 years
Since inception12.15% a year
TypeOpen Ended Schemes
ISININF044D01BX3
NAV on 2026-10-01175.04

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

BANK OF INDIA LARGE CAP FUND - Direct Plan - Growth
Bank of India Mutual Fund
INF761K01FL3
1Y 1.78%
3Y 11.49%
5Y 9.0%
Volatility 16.2% Worst fall (3y) -20.8% Top 15% of category Age 5.3y NAV 17.17
Sectors Financial 33.89%Capital Goods 8.77%Automobile 8.62%
Top holdings HDFC Bank 7.04%ICICI Bank 6.23%State Bank of India 4.97%Adani Ports and Special Economic Zone 3.94%Reliance Industries 3.37%ICICI Prudential Asset Management Company 3.36%Tech Mahindra 3.18%Shriram Finance Ltd 3.12%Quality Power Electrical Equipments 3.08%Larsen & Toubro 2.54%
53 holdings · 97.84% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 27 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best21.8%
Median15.7%
Worst11.4%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +7.6%
2024 +14.5%
2023 +31.1%
2022 -1.9%
Scheme
NAV history from2021-07-01
Track record5.3 years
Since inception9.0% a year
TypeOpen Ended Schemes
ISININF761K01FL3
NAV on 2026-10-0117.17

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Large & Mid Cap Motilal Oswal Large and Midcap Fund - Direct 20.5%3Y 18 screened

Mandated to hold both. Less concentrated than mid cap, more than large.

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth leads the full screened set on 5-year return (18.2%) — not always the same fund as the 3-year leader above. The category spans 11.36 points between best and worst 5-year performer (Aditya Birla Sun Life Large & Mid Cap Fund - Direct Plan - GROWTH, 6.84%). Steadiest top-quartile fund: ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth — 15.0% volatility at a 13.38% 3-year return, the smoothest ride among funds that still beat most of the category.
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
Motilal Oswal Mutual Fund
INF247L01999
1Y 5.56%
3Y 20.52%
5Y 18.2%
Volatility 21.8% Worst fall (3y) -26.1% Top 6% of category Age 6.9y NAV 39.4681
Sectors Services 19.47%Financial 16.68%Capital Goods 14.67%
Top holdings Eternal 5.41%One97 Communications 5.26%Shriram Finance Ltd 4.72%Muthoot Finance 4.57%Gujarat Fluorochemicals 4.39%Multi Commodity Exchange Of India 4.18%PTC Industries 4.1%Premier Energies 3.96%Apar Industries 3.86%Suzlon Energy 3.65%
32 holdings · 96.5% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 48 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best36.1%
Median26.8%
Worst16.3%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -3.1%
2024 +48.0%
2023 +40.0%
2022 +3.2%
2021 +43.2%
Scheme
NAV history from2019-10-22
Track record6.9 years
Since inception25.76% a year
TypeOpen Ended Schemes
ISININF247L01999
NAV on 2026-10-0139.4681

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Bandhan Large & Mid Cap Fund - Direct Plan - Growth
Bandhan Mutual Fund
INF194K01V89
1Y 1.56%
3Y 16.29%
5Y 15.92%
Volatility 16.0% Worst fall (3y) -18.0% Top 11% of category Age 13.7y NAV 159.191
Sectors Financial 27.8%Services 12.02%Healthcare 8.68%
Top holdings HDFC Bank 4.24%ICICI Bank 3.33%Kotak Mahindra Bank 3.08%One97 Communications 3.02%Infosys 2.61%Axis Bank 2.44%ICICI Lombard General Insurance Company 2.22%Tata Consultancy Services 1.82%General Insurance Corporation of India 1.79%LIC Housing Finance 1.75%
118 holdings · 93.72% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best32.2%
Median17.8%
Worst-5.9%
Beat 7% a year91% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +8.8%
2024 +30.3%
2023 +37.8%
2022 +8.2%
2021 +35.7%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception16.51% a year
TypeOpen Ended Schemes
ISININF194K01V89
NAV on 2026-10-01159.191

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Quant Large & Mid Cap Fund - Direct Plan - Growth Option
quant Mutual Fund
INF966L01648
1Y 8.06%
3Y 13.61%
5Y 14.94%
Volatility 19.6% Worst fall (3y) -24.1% Top 17% of category Age 13.7y NAV 132.511
Sectors Healthcare 14.51%Energy 11.01%Technology 10.79%
Top holdings Lloyds Metals & Energy 10.24%Aurobindo Pharma 8.93%Samvardhana Motherson International 7.61%Adani Enterprises 6.76%Adani Green Energy 6.46%Bharti Airtel 5.79%Tech Mahindra 5.64%Adani Power 5.49%Bharat Heavy Electricals 4.21%Nippon Life India Asset Management 4.08%
26 holdings · 99.45% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best38.2%
Median20.8%
Worst-5.1%
Beat 7% a year88% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -0.7%
2024 +19.4%
2023 +34.3%
2022 +15.0%
2021 +39.3%
Scheme
NAV history from2013-01-07
Track record13.7 years
Since inception20.08% a year
TypeOpen Ended Schemes
ISININF966L01648
NAV on 2026-10-01132.511

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Mid Cap Edelweiss Mid Cap Fund - Direct Plan - Growt 19.0%3Y 14 screened

101st to 250th by market cap. More growth, more drawdown — size accordingly.

HDFC Mid Cap Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (17.51%) — not always the same fund as the 3-year leader above. The category spans 7.63 points between best and worst 5-year performer (PGIM India Midcap Fund - Direct Plan - Direct Growth, 9.88%). Steadiest top-quartile fund: Sundaram Mid Cap Fund - Direct Plan - GROWTH — 17.8% volatility at a 16.13% 3-year return, the smoothest ride among funds that still beat most of the category.
Edelweiss Mid Cap Fund - Direct Plan - Growth
Edelweiss Mutual Fund
INF843K01AO4
1Y 4.47%
3Y 18.99%
5Y 17.27%
Volatility 18.3% Worst fall (3y) -20.1% Top 7% of category Age 9.8y NAV 121.837
Sectors Financial 21.63%Capital Goods 12.04%Services 10.6%
Top holdings The Federal Bank 4.0%BSE 2.33%Multi Commodity Exchange Of India 2.26%Marico 2.19%Persistent Systems 2.15%Fortis Healthcare 2.11%Coforge 2.01%Solar Industries India 2.01%IDFC First Bank 1.8%Radico Khaitan 1.76%
92 holdings · 95.83% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 83 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best38.4%
Median26.0%
Worst-4.4%
Beat 7% a year87% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +5.1%
2024 +40.8%
2023 +40.4%
2022 +4.0%
2021 +52.5%
Scheme
NAV history from2016-11-28
Track record9.8 years
Since inception18.27% a year
TypeOpen Ended Schemes
ISININF843K01AO4
NAV on 2026-10-01121.837

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Nippon India Growth Mid Cap Fund - Direct Plan - Growth Option
Nippon India Mutual Fund
INF204K01E54
1Y 4.45%
3Y 16.51%
5Y 16.75%
Volatility 18.2% Worst fall (3y) -19.9% Top 14% of category Age 13.7y NAV 4725.7965
Sectors Financial 21.96%Services 19.61%Healthcare 11.34%
Top holdings The Federal Bank 2.9%AU Small Finance Bank 2.74%BSE 2.73%Info Edge (India) 2.61%Fortis Healthcare 2.55%REC 2.5%Eternal 2.38%Bharat Forge 2.36%Multi Commodity Exchange Of India 2.28%ICICI Bank 1.98%
98 holdings · 98.18% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best37.3%
Median21.8%
Worst-4.8%
Beat 7% a year89% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +4.5%
2024 +27.9%
2023 +49.8%
2022 +6.7%
2021 +47.6%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception20.11% a year
TypeOpen Ended Schemes
ISININF204K01E54
NAV on 2026-10-014725.7965

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Sundaram Mid Cap Fund - Direct Plan - GROWTH
Sundaram Mutual Fund
INF903J01MJ3
1Y 2.7%
3Y 16.13%
5Y 15.73%
Volatility 17.8% Worst fall (3y) -20.7% Top 21% of category Age 13.7y NAV 1544.3285
Sectors Financial 19.69%Capital Goods 15.07%Services 12.72%
Top holdings Mahindra & Mahindra Financial Services 3.11%Cummins India 2.75%Kalyan Jewellers India 2.72%The Federal Bank 2.71%Coromandel International 2.48%BSE 2.38%IDFC First Bank 2.23%GE Vernova T&D India Ltd 2.09%Coforge 2.02%Marico 1.98%
73 holdings · 95.72% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best42.8%
Median20.5%
Worst-9.6%
Beat 7% a year82% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +5.0%
2024 +33.1%
2023 +41.5%
2022 +5.8%
2021 +38.6%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception19.29% a year
TypeOpen Ended Schemes
ISININF903J01MJ3
NAV on 2026-10-011544.3285

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Small Cap BANDHAN Small Cap Fund - Direct Plan - Growt 23.2%3Y 17 screened

251st onward. Highest dispersion; a 3-year number hides brutal years.

BANK OF INDIA SMALL CAP FUND - Direct Plan - Growth leads the full screened set on 5-year return (20.05%) — not always the same fund as the 3-year leader above. The category spans 12.1 points between best and worst 5-year performer (Sundaram Small Cap Fund - Direct Plan - GROWTH, 7.95%). Steadiest top-quartile fund: ITI Small Cap Fund - Direct Plan - Growth Option — 20.1% volatility at a 23.17% 3-year return, the smoothest ride among funds that still beat most of the category.
BANDHAN Small Cap Fund - Direct Plan - Growth
Bandhan Mutual Fund
INF194KB1AL4
1Y 10.49%
3Y 23.22%
5Y 19.3%
Volatility 20.5% Worst fall (3y) -22.8% Top 6% of category Age 6.6y NAV 56.085
Sectors Financial 21.56%Services 10.17%Healthcare 8.93%
Top holdings REC 3.03%Sobha 2.86%LT Foods 2.11%State Bank of India 2.0%Cholamandalam Financial Holdings 1.7%The South Indian Bank 1.65%Paradeep Phosphates 1.39%PNB Housing Finance 1.37%The Karnataka Bank 1.25%Jubilant Pharmova 1.2%
248 holdings · 86.93% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 44 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best37.0%
Median31.0%
Worst23.7%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +0.1%
2024 +45.2%
2023 +55.8%
2022 -4.6%
2021 +55.4%
Scheme
NAV history from2020-02-26
Track record6.6 years
Since inception28.05% a year
TypeOpen Ended Schemes
ISININF194KB1AL4
NAV on 2026-10-0156.085

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ITI Small Cap Fund - Direct Plan - Growth Option
ITI Mutual Fund
INF00XX01747
1Y 19.48%
3Y 23.17%
5Y 18.2%
Volatility 20.1% Worst fall (3y) -24.2% Top 12% of category Age 6.6y NAV 37.3545
Sectors Capital Goods 15.9%Healthcare 15.13%Financial 15.1%
Top holdings Acutaas Chemicals 3.57%Laurus Labs 2.39%Karur Vysya Bank 2.27%VA Tech Wabag 2.12%Welspun Corp 2.02%Radico Khaitan 1.95%Kirloskar Oil Engines 1.94%CarTrade Tech 1.88%Wockhardt 1.79%Aster DM Quality Care 1.72%
80 holdings · 95.05% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 44 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best35.2%
Median26.7%
Worst16.0%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -2.5%
2024 +36.3%
2023 +54.6%
2022 -2.4%
2021 +34.9%
Scheme
NAV history from2020-02-19
Track record6.6 years
Since inception25.24% a year
TypeOpen Ended Schemes
ISININF00XX01747
NAV on 2026-10-0137.3545

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

BANK OF INDIA SMALL CAP FUND - Direct Plan - Growth
Bank of India Mutual Fund
INF761K01EP7
1Y 29.25%
3Y 21.67%
5Y 20.05%
Volatility 21.9% Worst fall (3y) -27.1% Top 18% of category Age 7.8y NAV 66.33
Sectors Services 13.35%Capital Goods 12.84%Financial 12.17%
Top holdings Sky Gold And Diamonds 2.82%City Union Bank 2.5%Wockhardt 2.43%Quality Power Electrical Equipments 2.27%Computer Age Management Services 2.13%Shreeji Shipping Global 1.99%Sterlite Technologies 1.98%PG Electroplast 1.94%Balrampur Chini Mills 1.93%Lloyds Metals & Energy 1.93%
81 holdings · 85.34% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 58 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best45.1%
Median29.3%
Worst17.5%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -7.2%
2024 +32.0%
2023 +42.8%
2022 +0.1%
2021 +73.7%
Scheme
NAV history from2018-12-27
Track record7.8 years
Since inception30.83% a year
TypeOpen Ended Schemes
ISININF761K01EP7
NAV on 2026-10-0166.33

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ELSS (tax saving) Motilal Oswal ELSS Tax Saver Fund - Direct P 20.0%3Y 17 screened

80C deduction with a 3-year lock-in — the shortest lock-in of any 80C option.

Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth leads the full screened set on 5-year return (16.59%) — not always the same fund as the 3-year leader above. The category spans 10.36 points between best and worst 5-year performer (Shriram ELSS Tax Saver Fund - Direct Plan - Growth, 6.23%). Steadiest top-quartile fund: Baroda BNP Paribas ELSS Tax Saver Fund - Direct Plan - Growth Option — 16.0% volatility at a 13.72% 3-year return, the smoothest ride among funds that still beat most of the category.
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth
Motilal Oswal Mutual Fund
INF247L01569
1Y 7.05%
3Y 19.97%
5Y 16.59%
Volatility 22.0% Worst fall (3y) -27.7% Top 6% of category Age 11.7y NAV 63.4982
Sectors Financial 19.17%Services 11.66%Capital Goods 9.36%
Top holdings Multi Commodity Exchange Of India 5.06%Gujarat Fluorochemicals 4.5%PTC Industries 4.27%SJS Enterprises 4.23%Shaily Engineering Plastics 4.22%One97 Communications 4.15%Jain Resource Recycling 4.04%Zen Technologies 4.04%Apar Industries 3.91%Muthoot Finance 3.84%
28 holdings · 92.49% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 105 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best33.8%
Median19.2%
Worst-2.5%
Beat 7% a year90% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -8.0%
2024 +49.5%
2023 +38.7%
2022 +3.0%
2021 +33.8%
Scheme
NAV history from2015-01-22
Track record11.7 years
Since inception17.04% a year
TypeOpen Ended Schemes
ISININF247L01569
NAV on 2026-10-0163.4982

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ITI ELSS Tax Saver Fund - Direct Plan - Growth Option
ITI Mutual Fund
INF00XX01390
1Y 1.97%
3Y 15.45%
5Y 12.17%
Volatility 20.3% Worst fall (3y) -22.6% Top 12% of category Age 6.9y NAV 27.7542
Sectors Financial 36.58%Capital Goods 9.97%Automobile 8.67%
Top holdings HDFC Bank 3.54%Cholamandalam Investment and Finance Company 3.13%TVS Motor Company 2.97%Bajaj Finance 2.96%Axis Bank 2.63%Mahindra & Mahindra 2.48%State Bank of India 2.45%IIFL Finance 2.18%Bharti Airtel 2.17%Sansera Engineering 2.02%
65 holdings · 92.93% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 48 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best28.8%
Median21.1%
Worst11.1%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +4.5%
2024 +24.5%
2023 +39.1%
2022 +4.6%
2021 +21.6%
Scheme
NAV history from2019-10-25
Track record6.9 years
Since inception18.22% a year
TypeOpen Ended Schemes
ISININF00XX01390
NAV on 2026-10-0127.7542

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Quant ELSS Tax Saver Fund - Direct Plan - Growth Option
quant Mutual Fund
INF966L01986
1Y 8.61%
3Y 13.81%
5Y 14.53%
Volatility 18.2% Worst fall (3y) -25.8% Top 18% of category Age 13.7y NAV 448.1464
Sectors Energy 20.97%Financial 18.09%Healthcare 12.57%
Top holdings ICICI Bank 9.85%Samvardhana Motherson International 9.54%Aurobindo Pharma 8.49%Adani Power 7.7%Adani Green Energy 4.43%ICICI Prudential Asset Management Company 4.4%Bharti Airtel 4.2%Adani Energy Solutions 4.13%Tata Power Company 4.12%Bharat Heavy Electricals 3.87%
31 holdings · 91.91% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best51.3%
Median21.1%
Worst-4.8%
Beat 7% a year95% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +7.9%
2024 +10.4%
2023 +32.0%
2022 +14.2%
2021 +63.3%
Scheme
NAV history from2013-01-07
Track record13.7 years
Since inception22.4% a year
TypeOpen Ended Schemes
ISININF966L01986
NAV on 2026-10-01448.1464

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Index — Nifty 50 Motilal Oswal Nifty 50 Index Fund - Direct P 5.6%3Y 13 screened

No manager, so no manager risk. All of these track the same index — the spread between them is cost and tracking error, nothing else.

BANDHAN Nifty 50 Index Fund - Direct Plan - Growth leads the full screened set on 5-year return (6.11%) — not always the same fund as the 3-year leader above. The category spans 0.7 points between best and worst 5-year performer (Taurus Nifty 50 Index Fund - Direct Plan - Growth, 5.41%). Steadiest top-quartile fund: Motilal Oswal Nifty 50 Index Fund - Direct Plan - Growth — 14.0% volatility at a 5.57% 3-year return, the smoothest ride among funds that still beat most of the category.
Motilal Oswal Nifty 50 Index Fund - Direct Plan - Growth
Motilal Oswal Mutual Fund
INF247L01AE7
1Y -8.84%
3Y 5.57%
5Y 6.09%
Volatility 14.0% Worst fall (3y) -15.5% Top 15% of category Age 6.8y NAV 19.5805
Sectors Financial 34.76%Energy 11.35%Technology 8.35%
Top holdings HDFC Bank 10.23%ICICI Bank 9.18%Reliance Industries 7.89%Bharti Airtel 5.36%Larsen & Toubro 4.12%State Bank of India 3.79%Infosys 3.54%Axis Bank 3.15%Bajaj Finance 2.73%Mahindra & Mahindra 2.71%
50 holdings · 99.68% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 46 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best27.3%
Median14.7%
Worst6.1%
Beat 7% a year98% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +11.7%
2024 +9.8%
2023 +21.1%
2022 +5.5%
2021 +24.9%
Scheme
NAV history from2019-12-26
Track record6.8 years
Since inception12.97% a year
TypeOpen Ended Schemes
ISININF247L01AE7
NAV on 2026-10-0119.5805

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Navi Nifty 50 Index Fund - Direct Plan - Growth
Navi Mutual Fund
INF959L01FP2
1Y -8.82%
3Y 5.57%
5Y 6.09%
Volatility 14.0% Worst fall (3y) -15.5% Top 15% of category Age 5.2y NAV 14.8174
Sectors Financial 34.76%Energy 11.35%Technology 8.35%
Top holdings HDFC Bank 10.23%ICICI Bank 9.18%Reliance Industries 7.89%Bharti Airtel 5.35%Larsen & Toubro 4.12%State Bank of India 3.79%Infosys 3.54%Axis Bank 3.15%Bajaj Finance 2.73%Mahindra & Mahindra 2.71%
50 holdings · 99.62% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 27 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best18.7%
Median12.9%
Worst6.1%
Beat 7% a year96% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +11.7%
2024 +9.8%
2023 +21.1%
2022 +5.4%
Scheme
NAV history from2021-07-16
Track record5.2 years
Since inception6.09% a year
TypeOpen Ended Schemes
ISININF959L01FP2
NAV on 2026-10-0114.8174

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Nippon India Index Fund - Nifty 50 Plan - Direct Plan - Growth Option
Nippon India Mutual Fund
INF204K01H36
1Y -8.83%
3Y 5.56%
5Y 6.07%
Volatility 14.0% Worst fall (3y) -15.5% Top 23% of category Age 13.7y NAV 41.4263
Sectors Financial 34.77%Energy 11.35%Technology 8.35%
Top holdings HDFC Bank 10.23%ICICI Bank 9.19%Reliance Industries 7.89%Bharti Airtel 5.36%Larsen & Toubro 4.12%State Bank of India 3.79%Infosys 3.54%Axis Bank 3.15%Bajaj Finance 2.73%Mahindra & Mahindra 2.71%
50 holdings · 99.69% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best27.2%
Median12.8%
Worst-2.3%
Beat 7% a year91% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +11.7%
2024 +9.8%
2023 +21.0%
2022 +5.4%
2021 +25.2%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception11.69% a year
TypeOpen Ended Schemes
ISININF204K01H36
NAV on 2026-10-0141.4263

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Balanced Advantage quant Dynamic Asset Allocation Fund - Direct 12.1%3Y 17 screened

Equity/debt mix moved by valuation. Gentler ride, lower ceiling.

HDFC Balanced Advantage Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (13.18%) — not always the same fund as the 3-year leader above. The category spans 7.6 points between best and worst 5-year performer (Motilal Oswal Balanced Advantage Fund - Direct Plan - Growth, 5.58%). Steadiest top-quartile fund: ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth — 8.2% volatility at a 10.13% 3-year return, the smoothest ride among funds that still beat most of the category.
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
quant Mutual Fund
INF966L01BL5
1Y -2.15%
3Y 12.13%
5Y —
Volatility 16.3% Worst fall (3y) -18.4% Top 6% of category Age 3.5y NAV 16.6571
Sectors Communication 18.8%Capital Goods 16.8%Services 14.65%
Top holdings Bharti Airtel 9.91%Adani Enterprises 9.02%Adani Green Energy 8.97%Aurobindo Pharma 8.91%Indus Towers 8.89%Bharat Heavy Electricals 7.03%Ventive Hospitality 5.63%Kotak Mahindra Bank 3.1%DLF 1.34%Sumitomo Chemical India 0.88%
11 holdings · 64.48% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +5.2%
2024 +22.0%
Scheme
NAV history from2023-04-13
Track record3.5 years
Since inception12.13% a year
TypeOpen Ended Schemes
ISININF966L01BL5
NAV on 2026-10-0116.6571

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH
Aditya Birla Sun Life Mutual Fund
INF084M01DJ5
1Y 4.42%
3Y 10.87%
5Y 9.68%
Volatility 9.0% Worst fall (3y) -8.7% Top 12% of category Age 12.0y NAV 126.08
Sectors Financial 19.71%Services 8.28%Technology 6.36%
Top holdings ICICI Bank 4.16%HDFC Bank 2.83%Kotak Mahindra Bank 2.78%Reliance Industries 2.22%State Bank of India 2.08%Tech Mahindra 1.76%Infosys 1.7%Axis Bank 1.69%Adani Enterprises 1.54%Sona BLW Precision Forgings 1.51%
104 holdings · 73.14% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 108 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best19.3%
Median12.3%
Worst-1.1%
Beat 7% a year92% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +11.3%
2024 +14.3%
2023 +17.9%
2022 +5.5%
2021 +14.8%
Scheme
NAV history from2014-10-13
Track record12.0 years
Since inception11.53% a year
TypeOpen Ended Schemes
ISININF084M01DJ5
NAV on 2026-10-01126.08

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
INF109K012B0
1Y 1.55%
3Y 10.13%
5Y 10.0%
Volatility 8.2% Worst fall (3y) -8.2% Top 18% of category Age 13.7y NAV 85.11
Sectors Financial 18.1%Automobile 12.14%Services 10.25%
Top holdings TVS Motor Company 6.09%ICICI Bank 3.74%HDFC Bank 3.47%Reliance Industries 2.71%Infosys 2.55%Larsen & Toubro 2.15%Eternal 2.08%Maruti Suzuki India 2.05%State Bank of India 1.96%Axis Bank 1.89%
104 holdings · 70.58% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best21.6%
Median12.6%
Worst0.5%
Beat 7% a year95% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +12.9%
2024 +13.0%
2023 +17.2%
2022 +8.6%
2021 +15.9%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception12.83% a year
TypeOpen Ended Schemes
ISININF109K012B0
NAV on 2026-10-0185.11

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Multi Cap LIC MF Multi Cap Fund - Direct Plan - Growth 16.8%3Y 11 screened

Mandated 25% each in large, mid and small. Flexi cap with the split fixed.

ITI Multi Cap Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (13.49%) — not always the same fund as the 3-year leader above. The category spans 2.51 points between best and worst 5-year performer (Quant Multi Cap Fund - Direct Plan - Growth Option, 10.98%). Steadiest top-quartile fund: BANK OF INDIA MULTI CAP FUND - Direct Plan - Growth — 16.5% volatility at a 16.26% 3-year return, the smoothest ride among funds that still beat most of the category.
LIC MF Multi Cap Fund - Direct Plan - Growth
LIC Mutual Fund
INF767K01RK7
1Y 6.19%
3Y 16.83%
5Y —
Volatility 18.1% Worst fall (3y) -19.3% Top 9% of category Age 3.9y NAV 18.8945
Sectors Financial 19.79%Capital Goods 12.85%Services 12.34%
Top holdings Garware Hi-Tech Films 4.15%ICICI Bank 3.71%HDFC Bank 3.01%Avalon Technologies 2.79%Kotak Mahindra Bank 2.74%Axis Bank 2.11%Lenskart Solutions 2.0%Bharat Forge 1.83%Sun Pharmaceutical Industries 1.82%SRF 1.76%
64 holdings · 95.42% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +2.8%
2024 +34.5%
2023 +33.0%
Scheme
NAV history from2022-11-02
Track record3.9 years
Since inception16.83% a year
TypeOpen Ended Schemes
ISININF767K01RK7
NAV on 2026-10-0118.8945

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

BANK OF INDIA MULTI CAP FUND - Direct Plan - Growth
Bank of India Mutual Fund
INF761K01FR0
1Y 10.26%
3Y 16.26%
5Y —
Volatility 16.5% Worst fall (3y) -20.3% Top 18% of category Age 3.6y NAV 19.99
Sectors Financial 16.31%Healthcare 16.29%Services 10.36%
Top holdings HDFC Bank 5.84%Reliance Industries 4.41%Dixon Technologies (India) 3.53%Aurobindo Pharma 3.18%FSN E-Commerce Ventures 2.97%Stylam Industries 2.89%Tips Industries 2.75%Kotak Mahindra Bank 2.71%Entero Healthcare Solutions 2.62%State Bank of India 2.5%
59 holdings · 91.93% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +8.5%
2024 +23.7%
Scheme
NAV history from2023-03-06
Track record3.6 years
Since inception16.26% a year
TypeOpen Ended Schemes
ISININF761K01FR0
NAV on 2026-10-0119.99

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ITI Multi Cap Fund - Direct Plan - Growth Option
ITI Mutual Fund
INF00XX01168
1Y 11.71%
3Y 16.09%
5Y 13.49%
Volatility 17.6% Worst fall (3y) -23.1% Top 27% of category Age 7.4y NAV 29.2665
Sectors Financial 19.23%Capital Goods 17.42%Healthcare 9.32%
Top holdings Hitachi Energy India 3.98%ICICI Bank 3.85%HDFC Bank 3.39%Reliance Industries 2.98%TD Power Systems 2.48%Bharti Airtel 2.14%Aditya Infotech 2.07%Avalon Technologies 1.95%Lupin 1.93%Multi Commodity Exchange Of India 1.86%
75 holdings · 98.4% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 53 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best27.7%
Median20.7%
Worst7.3%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +4.3%
2024 +22.2%
2023 +41.1%
2022 +5.0%
2021 +21.9%
Scheme
NAV history from2019-05-16
Track record7.4 years
Since inception15.63% a year
TypeOpen Ended Schemes
ISININF00XX01168
NAV on 2026-10-0129.2665

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Focused ITI Focused Fund - Direct Plan - Growth Opti 16.2%3Y 17 screened

At most 30 holdings. Concentration cuts both ways and shows up in drawdown.

HDFC Focused Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (16.7%) — not always the same fund as the 3-year leader above. The category spans 8.32 points between best and worst 5-year performer (Franklin India Focused Equity Fund - Direct Plan - Growth, 8.38%). Steadiest top-quartile fund: SBI FOCUSED FUND - Direct Plan - Growth — 14.2% volatility at a 14.38% 3-year return, the smoothest ride among funds that still beat most of the category.
ITI Focused Fund - Direct Plan - Growth Option
ITI Mutual Fund
INF00XX01CS8
1Y 4.98%
3Y 16.21%
5Y —
Volatility 16.7% Worst fall (3y) -18.4% Top 6% of category Age 3.3y NAV 16.5918
Sectors Financial 18.9%Capital Goods 14.09%Healthcare 11.04%
Top holdings ICICI Bank 5.18%Solar Industries India 4.48%HDFC Bank 4.45%Vedanta Aluminium Metal 4.42%Reliance Industries 4.36%KRN Heat Exchanger And Refrigeration 4.18%Wockhardt 3.94%Multi Commodity Exchange Of India 3.91%Fortis Healthcare 3.62%Graphite India 3.55%
30 holdings · 97.49% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +9.7%
2024 +26.9%
Scheme
NAV history from2023-06-21
Track record3.3 years
Since inception16.21% a year
TypeOpen Ended Schemes
ISININF00XX01CS8
NAV on 2026-10-0116.5918

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Bandhan Focused Fund - Direct Plan - Growth
Bandhan Mutual Fund
INF194K01W21
1Y 2.62%
3Y 15.1%
5Y 12.11%
Volatility 16.5% Worst fall (3y) -17.8% Top 12% of category Age 13.7y NAV 105.04
Sectors Financial 34.52%Consumer Staples 13.92%Healthcare 13.67%
Top holdings LT Foods 8.34%Prestige Estates Projects 6.67%HDFC Bank 6.58%Cholamandalam Financial Holdings 6.01%Power Finance Corporation 5.57%Jubilant Pharmova 5.36%ICICI Bank 4.89%Glenmark Pharmaceuticals 4.87%Tilaknagar Industries 3.73%State Bank of India 3.62%
27 holdings · 96.27% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best24.4%
Median14.9%
Worst-1.0%
Beat 7% a year91% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -0.4%
2024 +32.0%
2023 +33.0%
2022 -3.7%
2021 +26.3%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception13.95% a year
TypeOpen Ended Schemes
ISININF194K01W21
NAV on 2026-10-01105.04

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

SBI FOCUSED FUND - Direct Plan - Growth
SBI Mutual Fund
INF200K01RJ1
1Y 8.49%
3Y 14.38%
5Y 10.91%
Volatility 14.2% Worst fall (3y) -12.9% Top 18% of category Age 13.7y NAV 434.3341
Sectors Financial 35.27%Energy 11.56%Services 8.75%
Top holdings Bajaj Finance 9.2%ICICI Bank 7.74%State Bank of India 6.16%Bharti Airtel 5.52%Kotak Mahindra Bank 5.46%Adani Energy Solutions 4.93%Adani Power 4.65%Muthoot Finance 4.36%Solar Industries India 4.04%Adani Enterprises 2.95%
23 holdings · 82.21% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best30.3%
Median16.6%
Worst3.8%
Beat 7% a year97% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +16.6%
2024 +18.1%
2023 +23.3%
2022 -7.6%
2021 +44.5%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception17.99% a year
TypeOpen Ended Schemes
ISININF200K01RJ1
NAV on 2026-10-01434.3341

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Value & Contra Quant Value Fund - Direct Plan - Growth Opti 19.3%3Y 14 screened

Buys what is cheap and unloved. Long stretches of underperformance are the cost.

HDFC Value Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (13.12%) — not always the same fund as the 3-year leader above. The category spans 6.14 points between best and worst 5-year performer (Sundaram Value Fund - Direct Plan - GROWTH, 6.98%). Steadiest top-quartile fund: DSP Value Fund - Direct Plan - Growth — 11.4% volatility at a 15.4% 3-year return, the smoothest ride among funds that still beat most of the category.
Quant Value Fund - Direct Plan - Growth Option
quant Mutual Fund
INF966L01AN3
1Y 11.71%
3Y 19.32%
5Y —
Volatility 21.6% Worst fall (3y) -24.0% Top 7% of category Age 4.8y NAV 23.0374
Sectors Financial 17.59%Services 14.7%Technology 13.74%
Top holdings Adani Enterprises 9.53%Piramal Finance 9.05%Adani Green Energy 8.72%Indus Towers 7.55%Adani Power 7.28%Tata Consultancy Services 7.05%DLF 6.59%HFCL 5.49%LIC Housing Finance 4.58%Bharat Heavy Electricals 4.52%
27 holdings · 97.14% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 22 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best31.6%
Median23.3%
Worst19.2%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +1.4%
2024 +25.9%
2023 +39.0%
2022 +17.3%
Scheme
NAV history from2021-12-01
Track record4.8 years
Since inception21.17% a year
TypeOpen Ended Schemes
ISININF966L01AN3
NAV on 2026-10-0123.0374

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

LIC MF Value Fund - Direct Plan - Growth
LIC Mutual Fund
INF397L01KU5
1Y 19.65%
3Y 16.83%
5Y —
Volatility 18.6% Worst fall (3y) -25.2% Top 14% of category Age 3.2y NAV 30.8724
Sectors Capital Goods 24.41%Automobile 18.8%Financial 14.65%
Top holdings INDO-MIM 6.83%Oracle Financial Services Software 3.61%SML Mahindra 3.56%Tata Motors 3.39%Garware Hi-Tech Films 3.37%KSH International 3.29%Tata Motors Passenger Vehicles 3.19%State Bank of India 2.97%Hitachi Energy India 2.84%Siemens Energy India 2.62%
47 holdings · 93.86% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -5.7%
2024 +30.4%
Scheme
NAV history from2023-07-31
Track record3.2 years
Since inception16.83% a year
TypeOpen Ended Schemes
ISININF397L01KU5
NAV on 2026-10-0130.8724

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

DSP Value Fund - Direct Plan - Growth
DSP Mutual Fund
INF740KA1PP3
1Y 3.47%
3Y 15.4%
5Y 12.26%
Volatility 11.4% Worst fall (3y) -13.7% Top 21% of category Age 5.8y NAV 23.715
Sectors Financial 24.07%Automobile 9.36%Energy 7.28%
Top holdings HDFC Bank 8.72%ICICI Bank 8.11%Mahindra & Mahindra 3.65%Bharti Airtel 2.88%SBI Life Insurance Company 2.46%HDFC Life Insurance Co 2.18%Maruti Suzuki India 2.13%Axis Bank 2.07%ITC 2.03%Hero Motocorp 1.93%
40 holdings · 67.09% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 34 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best23.3%
Median18.6%
Worst15.8%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +12.4%
2024 +21.8%
2023 +30.9%
2022 -1.8%
2021 +32.0%
Scheme
NAV history from2020-12-11
Track record5.8 years
Since inception12.26% a year
TypeOpen Ended Schemes
ISININF740KA1PP3
NAV on 2026-10-0123.715

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Dividend Yield LIC MF Dividend Yield Fund - Direct Plan - G 17.5%3Y 7 screened

Screens on payout. Growth plan, so the yield compounds inside the NAV.

Tata Dividend Yield Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (12.87%) — not always the same fund as the 3-year leader above. The category spans 1.55 points between best and worst 5-year performer (Franklin India Dividend Yield Fund - Direct Plan - Growth, 11.32%). Steadiest top-quartile fund: LIC MF Dividend Yield Fund - Direct Plan - Growth — 18.2% volatility at a 17.52% 3-year return, the smoothest ride among funds that still beat most of the category.
LIC MF Dividend Yield Fund - Direct Plan - Growth
LIC Mutual Fund
INF397L01LC1
1Y 4.35%
3Y 17.52%
5Y —
Volatility 18.2% Worst fall (3y) -20.4% Top 14% of category Age 3.2y NAV 34.6869
Sectors Financial 20.72%Capital Goods 11.77%Automobile 11.11%
Top holdings HDFC Bank 5.02%Garware Hi-Tech Films 4.44%ICICI Bank 3.94%Avalon Technologies 3.63%Tata Consultancy Services 2.86%Axis Bank 2.59%Kotak Mahindra Bank 2.54%Allied Blenders And Distillers 2.34%NTPC 2.22%Apollo Hospitals Enterprise 2.21%
56 holdings · 94.86% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +4.4%
2024 +33.3%
Scheme
NAV history from2023-07-31
Track record3.2 years
Since inception17.52% a year
TypeOpen Ended Schemes
ISININF397L01LC1
NAV on 2026-10-0134.6869

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Tata Dividend Yield Fund - Direct Plan - Growth Option
Tata Mutual Fund
INF277K015Z8
1Y 6.5%
3Y 12.62%
5Y 12.87%
Volatility 16.6% Worst fall (3y) -20.4% Top 29% of category Age 5.3y NAV 20.583
Sectors Financial 29.08%Capital Goods 12.93%Energy 11.45%
Top holdings ICICI Bank 3.21%Radico Khaitan 3.1%Larsen & Toubro 2.89%HDFC Bank 2.61%PNB Housing Finance 2.61%Multi Commodity Exchange Of India 2.37%PB Fintech 2.35%Bharat Electronics 2.3%State Bank of India 2.17%RBL Bank 1.99%
74 holdings · 93.85% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 29 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best24.5%
Median19.7%
Worst13.3%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +10.4%
2024 +13.7%
2023 +38.1%
2022 +2.9%
Scheme
NAV history from2021-05-27
Track record5.3 years
Since inception12.87% a year
TypeOpen Ended Schemes
ISININF277K015Z8
NAV on 2026-10-0120.583

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Aditya Birla Sun Life Dividend Yield Fund - Direct Plan - GROWTH
Aditya Birla Sun Life Mutual Fund
INF209K01WA1
1Y -0.78%
3Y 10.45%
5Y 12.22%
Volatility 16.4% Worst fall (3y) -20.7% Top 43% of category Age 13.7y NAV 477.49
Sectors Financial 24.96%Energy 9.46%Consumer Staples 9.43%
Top holdings Britannia Industries 5.78%State Bank of India 4.73%ICICI Bank 4.53%Shriram Finance Ltd 3.98%Bharat Petroleum Corporation 3.07%Eternal 2.9%Adani Energy Solutions 2.57%Sagility 2.54%Bharti Hexacom 2.52%Hexaware Technologies 2.5%
83 holdings · 91.1% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best31.3%
Median16.5%
Worst-9.6%
Beat 7% a year76% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +3.1%
2024 +19.2%
2023 +41.4%
2022 +6.0%
2021 +37.1%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception14.41% a year
TypeOpen Ended Schemes
ISININF209K01WA1
NAV on 2026-10-01477.49

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Infrastructure HDFC Transportation and Logistics Fund - Dir 23.3%3Y 16 screened

Capex, power, roads, defence. A policy-cycle bet more than a company one.

LIC MF Infrastructure Fund - Direct Plan - Growth leads the full screened set on 5-year return (21.49%) — not always the same fund as the 3-year leader above. The category spans 12.18 points between best and worst 5-year performer (Taurus Infrastructure Fund - Direct Plan - Growth, 9.31%). Steadiest top-quartile fund: BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUND - Direct Plan - Growth — 18.1% volatility at a 21.1% 3-year return, the smoothest ride among funds that still beat most of the category.
HDFC Transportation and Logistics Fund - Direct Plan - Growth Option
HDFC Mutual Fund
INF179KC1GU0
1Y 4.78%
3Y 23.26%
5Y —
Volatility 19.2% Worst fall (3y) -23.5% Top 6% of category Age 3.1y NAV 19.335
Sectors Automobile 76.84%Services 13.82%Capital Goods 5.57%
Top holdings Maruti Suzuki India 8.66%Eicher Motors 8.01%Sona BLW Precision Forgings 7.48%Eternal 7.31%Tata Motors 6.95%Bosch 6.72%Gabriel India 6.27%Hyundai Motor India 5.58%Mahindra & Mahindra 3.48%MRF 2.97%
34 holdings · 98.6% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +21.9%
2024 +30.1%
Scheme
NAV history from2023-08-17
Track record3.1 years
Since inception23.26% a year
TypeOpen Ended Schemes
ISININF179KC1GU0
NAV on 2026-10-0119.335

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

LIC MF Infrastructure Fund - Direct Plan - Growth
LIC Mutual Fund
INF767K01GW5
1Y 8.95%
3Y 22.61%
5Y 21.49%
Volatility 22.8% Worst fall (3y) -26.7% Top 12% of category Age 13.7y NAV 61.8288
Sectors Capital Goods 27.06%Automobile 15.86%Construction 10.34%
Top holdings INDO-MIM 5.46%Tata Motors Passenger Vehicles 3.64%Tata Motors 3.6%Garware Hi-Tech Films 3.58%The Phoenix Mills 3.42%Larsen & Toubro 3.3%Tata Power Company 2.86%KSH International 2.7%Carraro India 2.65%Hitachi Energy India 2.56%
52 holdings · 94.05% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best39.6%
Median16.0%
Worst-7.4%
Beat 7% a year81% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -2.2%
2024 +49.5%
2023 +45.9%
2022 +9.2%
2021 +48.5%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception17.92% a year
TypeOpen Ended Schemes
ISININF767K01GW5
NAV on 2026-10-0161.8288

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUND - Direct Plan - Growth
Bank of India Mutual Fund
INF761K01702
1Y 16.79%
3Y 21.1%
5Y 20.45%
Volatility 18.1% Worst fall (3y) -24.2% Top 19% of category Age 13.7y NAV 77.85
Sectors Energy 17.44%Capital Goods 13.14%Healthcare 13.0%
Top holdings Reliance Industries 7.88%Larsen & Toubro 5.62%NTPC 5.3%ITC 4.15%Dixon Technologies (India) 3.89%Bharti Airtel 3.83%Petronet LNG 3.47%Aurobindo Pharma 3.47%Stylam Industries 2.9%Quality Power Electrical Equipments 2.6%
51 holdings · 91.58% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best37.1%
Median21.5%
Worst-5.5%
Beat 7% a year87% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +9.5%
2024 +27.6%
2023 +46.4%
2022 +4.7%
2021 +54.4%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception20.17% a year
TypeOpen Ended Schemes
ISININF761K01702
NAV on 2026-10-0177.85

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Pharma & Healthcare SBI HEALTHCARE OPPORTUNITIES FUND - Direct P 22.8%3Y 7 screened

Regulated demand, USFDA risk. Moves on things the wider market ignores.

SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth leads the full screened set on 5-year return (17.78%) — not always the same fund as the 3-year leader above. The category spans 3.81 points between best and worst 5-year performer (Aditya Birla Sun Life Pharma and Healthcare Fund - Direct Plan - GROWTH, 13.97%). Steadiest top-quartile fund: SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth — 14.4% volatility at a 22.83% 3-year return, the smoothest ride among funds that still beat most of the category.
SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth
SBI Mutual Fund
INF200K01UP2
1Y 20.19%
3Y 22.83%
5Y 17.78%
Volatility 14.4% Worst fall (3y) -13.5% Top 14% of category Age 13.7y NAV 584.6184
Sectors Healthcare 96.03%Chemicals 2.28%
Top holdings Sun Pharmaceutical Industries 12.72%Divi's Laboratories 7.46%Acutaas Chemicals 5.17%Cipla 5.07%Apollo Hospitals Enterprise 4.98%Torrent Pharmaceuticals 4.74%Max Healthcare Institute 4.58%Laurus Labs 4.04%Aurobindo Pharma 3.86%Aster DM Quality Care 3.65%
33 holdings · 98.31% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best35.7%
Median20.8%
Worst-8.3%
Beat 7% a year73% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -2.5%
2024 +43.7%
2023 +39.7%
2022 -5.0%
2021 +21.5%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception17.62% a year
TypeOpen Ended Schemes
ISININF200K01UP2
NAV on 2026-10-01584.6184

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

UTI - Healthcare Fund - Direct Plan - Growth
UTI Mutual Fund
INF789F01TO9
1Y 16.65%
3Y 22.55%
5Y 15.31%
Volatility 15.9% Worst fall (3y) -15.9% Top 29% of category Age 13.7y NAV 378.6495
Sectors Healthcare 94.35%Services 0.73%
Top holdings Sun Pharmaceutical Industries 8.71%Divi's Laboratories 5.57%Ajanta Pharma 4.8%Caplin Point Laboratories 3.95%Lupin 3.59%Gland Pharma 3.56%Apollo Hospitals Enterprise 3.46%Alkem Laboratories 3.1%Dr. Reddy's Laboratories 3.1%Global Health 2.81%
43 holdings · 95.08% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best27.8%
Median17.7%
Worst-5.2%
Beat 7% a year74% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -2.2%
2024 +44.3%
2023 +39.6%
2022 -11.3%
2021 +20.3%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception16.01% a year
TypeOpen Ended Schemes
ISININF789F01TO9
NAV on 2026-10-01378.6495

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

LIC MF Healthcare Fund - Direct Plan - Growth
LIC Mutual Fund
INF397L01LK4
1Y 13.76%
3Y 20.88%
5Y —
Volatility 16.1% Worst fall (3y) -15.1% Top 43% of category Age 3.2y NAV 36.4119
Sectors Healthcare 91.71%Chemicals 5.2%
Top holdings Sun Pharmaceutical Industries 10.69%Divi's Laboratories 9.47%Torrent Pharmaceuticals 6.89%Apollo Hospitals Enterprise 6.62%Neuland Laboratories 5.57%Navin Fluorine International 5.2%Aurobindo Pharma 5.02%Zydus Lifesciences 4.9%Aster DM Quality Care 4.67%Fortis Healthcare 4.16%
22 holdings · 96.91% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -3.2%
2024 +43.9%
Scheme
NAV history from2023-07-31
Track record3.2 years
Since inception20.88% a year
TypeOpen Ended Schemes
ISININF397L01LK4
NAV on 2026-10-0136.4119

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Technology Franklin India Technology Fund - Direct Plan 7.9%3Y 5 screened

Indian IT earns in dollars — a currency position as much as a sector one.

Franklin India Technology Fund - Direct Plan - Growth leads the full screened set on 5-year return (6.45%) — not always the same fund as the 3-year leader above. The category spans 4.05 points between best and worst 5-year performer (Tata Digital India Fund - Direct Plan - Growth Option, 2.4%). Steadiest top-quartile fund: Franklin India Technology Fund - Direct Plan - Growth — 19.2% volatility at a 7.88% 3-year return, the smoothest ride among funds that still beat most of the category.
Franklin India Technology Fund - Direct Plan - Growth
Franklin Templeton Mutual Fund
INF090I01FE6
1Y -10.62%
3Y 7.88%
5Y 6.45%
Volatility 19.2% Worst fall (3y) -24.8% Top 20% of category Age 13.7y NAV 497.3976
Sectors Technology 35.46%Communication 21.8%Services 21.15%
Top holdings Bharti Airtel 21.8%Infosys 13.46%Eternal 7.8%HCL Technologies 7.79%Tata Consultancy Services 5.1%PB Fintech 4.73%Swiggy 3.12%Info Edge (India) 2.76%Amagi Media Labs 2.36%Intellect Design Arena 2.12%
15 holdings · 78.41% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best35.9%
Median17.6%
Worst3.5%
Beat 7% a year92% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -0.4%
2024 +29.8%
2023 +52.8%
2022 -21.5%
2021 +40.3%
Scheme
NAV history from2013-01-01
Track record13.7 years
Since inception14.69% a year
TypeOpen Ended Schemes
ISININF090I01FE6
NAV on 2026-10-01497.3976

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

SBI TECHNOLOGY OPPORTUNITIES FUND - Direct Plan - Growth
SBI Mutual Fund
INF200K01RV6
1Y -8.53%
3Y 7.64%
5Y 6.35%
Volatility 19.8% Worst fall (3y) -24.2% Top 40% of category Age 13.7y NAV 219.7075
Sectors Technology 38.56%Services 24.2%Communication 17.18%
Top holdings Bharti Airtel 17.18%Infosys 10.82%Tata Consultancy Services 7.31%Eternal 6.98%Coforge 4.5%Amagi Media Labs 4.5%Firstsource Solutions 3.95%Swiggy 3.1%Info Edge (India) 2.67%Persistent Systems 2.66%
20 holdings · 80.94% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best41.5%
Median16.2%
Worst1.5%
Beat 7% a year91% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +2.6%
2024 +31.5%
2023 +26.2%
2022 -14.5%
2021 +68.5%
Scheme
NAV history from2013-01-10
Track record13.7 years
Since inception16.2% a year
TypeOpen Ended Schemes
ISININF200K01RV6
NAV on 2026-10-01219.7075

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ICICI Prudential Technology Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
INF109K01Z48
1Y -9.97%
3Y 4.74%
5Y 2.69%
Volatility 20.8% Worst fall (3y) -28.0% Top 60% of category Age 13.7y NAV 191.4
Sectors Technology 50.14%Services 18.3%Communication 14.88%
Top holdings Infosys 12.8%Bharti Airtel 12.56%Tech Mahindra 7.51%Coforge 4.48%Mphasis 4.41%Persistent Systems 2.54%Sagility 2.39%Bharti Hexacom 2.32%HCL Technologies 2.2%Eternal 2.18%
61 holdings · 87.01% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best46.4%
Median14.7%
Worst2.6%
Beat 7% a year91% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -1.2%
2024 +26.4%
2023 +28.5%
2022 -22.3%
2021 +77.8%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception16.73% a year
TypeOpen Ended Schemes
ISININF109K01Z48
NAV on 2026-10-01191.4

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Banking & Financial SBI BANKING & FINANCIAL SERVICES FUND - Dire 14.2%3Y 11 screened

The largest weight in the index. A view here is close to a view on the market.

Sundaram Financial Services Opportunities Fund - Direct Plan - GROWTH leads the full screened set on 5-year return (12.97%) — not always the same fund as the 3-year leader above. The category spans 4.62 points between best and worst 5-year performer (Taurus Banking & Financial Services Fund - Direct Plan - Growth, 8.35%). Steadiest top-quartile fund: SBI BANKING & FINANCIAL SERVICES FUND - Direct Plan - Growth — 14.8% volatility at a 14.22% 3-year return, the smoothest ride among funds that still beat most of the category.
SBI BANKING & FINANCIAL SERVICES FUND - Direct Plan - Growth
SBI Mutual Fund
INF200KA1507
1Y -2.89%
3Y 14.22%
5Y 11.59%
Volatility 14.8% Worst fall (3y) -16.1% Top 9% of category Age 11.6y NAV 46.6459
Sectors Financial 77.44%Insurance 8.93%Services 4.45%
Top holdings HDFC Bank 16.97%ICICI Bank 10.65%Kotak Mahindra Bank 9.68%Bajaj Finance 8.12%State Bank of India 6.93%HDFC Life Insurance Co 4.21%Muthoot Finance 3.34%Bank Of Baroda 2.99%Cholamandalam Investment and Finance Company 2.38%ICICI Prudential Life Insurance Company 2.15%
32 holdings · 90.82% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 103 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best27.7%
Median17.3%
Worst0.7%
Beat 7% a year91% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +21.7%
2024 +20.9%
2023 +20.0%
2022 +14.9%
2021 +13.5%
Scheme
NAV history from2015-03-05
Track record11.6 years
Since inception15.96% a year
TypeOpen Ended Schemes
ISININF200KA1507
NAV on 2026-10-0146.6459

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Baroda BNP Paribas Banking and Financial Services Fund - Direct Plan - Growth Option
Baroda BNP Paribas Mutual Fund
INF955L01971
1Y 0.67%
3Y 12.85%
5Y 10.99%
Volatility 16.3% Worst fall (3y) -16.4% Top 18% of category Age 13.7y NAV 53.4853
Sectors Financial 82.94%Services 8.45%Insurance 2.22%
Top holdings ICICI Bank 8.55%State Bank of India 8.3%HDFC Bank 7.71%Axis Bank 7.04%Bajaj Finance 6.09%Kotak Mahindra Bank 5.23%Indusind Bank 4.35%Shriram Finance Ltd 4.07%Ujjivan Small Finance Bank 3.32%Karur Vysya Bank 3.02%
32 holdings · 95.25% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best28.5%
Median13.7%
Worst-5.1%
Beat 7% a year88% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +16.3%
2024 +14.0%
2023 +21.8%
2022 +16.7%
2021 +9.0%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception14.38% a year
TypeOpen Ended Schemes
ISININF955L01971
NAV on 2026-10-0153.4853

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

UTI - Banking and Financial Services Fund - Direct Plan - Growth
UTI Mutual Fund
INF789F01SN3
1Y 0.04%
3Y 11.65%
5Y 10.79%
Volatility 16.0% Worst fall (3y) -16.5% Top 27% of category Age 13.7y NAV 215.8294
Sectors Financial 84.34%Insurance 8.38%Services 3.53%
Top holdings HDFC Bank 16.24%ICICI Bank 11.53%State Bank of India 10.17%Axis Bank 10.16%Kotak Mahindra Bank 9.39%Bajaj Finance 5.15%Shriram Finance Ltd 4.04%Ujjivan Small Finance Bank 3.71%SBI Life Insurance Company 3.32%Multi Commodity Exchange Of India 2.39%
33 holdings · 96.25% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best31.7%
Median14.3%
Worst-11.3%
Beat 7% a year80% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +17.5%
2024 +12.3%
2023 +20.8%
2022 +16.4%
2021 +15.5%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception14.29% a year
TypeOpen Ended Schemes
ISININF789F01SN3
NAV on 2026-10-01215.8294

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Consumption Tata India Consumer Fund - Direct Plan - Gro 12.8%3Y 8 screened

Domestic demand, slower and less cyclical than the rest of this shelf.

Tata India Consumer Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (12.37%) — not always the same fund as the 3-year leader above. The category spans 8.92 points between best and worst 5-year performer (ICICI Prudential FMCG Fund - Direct Plan - Growth, 3.45%). Steadiest top-quartile fund: HDFC Consumption Fund - Direct Plan - Growth Option — 16.7% volatility at a 8.52% 3-year return, the smoothest ride among funds that still beat most of the category.
Tata India Consumer Fund - Direct Plan - Growth Option
Tata Mutual Fund
INF277K013A6
1Y 1.12%
3Y 12.83%
5Y 12.37%
Volatility 17.5% Worst fall (3y) -20.7% Top 12% of category Age 10.8y NAV 52.3064
Sectors Consumer Staples 33.55%Services 22.39%Consumer Discretionary 12.14%
Top holdings Eternal 8.9%Titan Company 6.86%Nestle India 6.13%Radico Khaitan 5.32%CarTrade Tech 4.44%Varun Beverages 4.12%Tata Consumer Products 4.05%United Spirits 3.78%Trent 3.03%Bikaji Foods International 2.97%
34 holdings · 90.48% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 94 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best25.5%
Median18.4%
Worst4.4%
Beat 7% a year88% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 -0.9%
2024 +28.3%
2023 +37.5%
2022 +2.4%
2021 +29.2%
Scheme
NAV history from2015-12-29
Track record10.8 years
Since inception15.95% a year
TypeOpen Ended Schemes
ISININF277K013A6
NAV on 2026-10-0152.3064

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

HDFC Consumption Fund - Direct Plan - Growth Option
HDFC Mutual Fund
INF179KC1GO3
1Y -9.57%
3Y 8.52%
5Y —
Volatility 16.7% Worst fall (3y) -23.5% Top 25% of category Age 3.2y NAV 13.415
Sectors Consumer Staples 26.33%Automobile 24.58%Services 24.45%
Top holdings Eternal 10.72%Mahindra & Mahindra 8.79%Hindustan Unilever 7.63%Bharti Airtel 5.4%Godrej Consumer Products 4.3%Maruti Suzuki India 3.98%Vishal Mega Mart 3.91%United Spirits 3.38%Asian Paints 3.22%Bajaj Auto 3.16%
48 holdings · 96.94% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +0.5%
2024 +24.2%
Scheme
NAV history from2023-07-12
Track record3.2 years
Since inception8.52% a year
TypeOpen Ended Schemes
ISININF179KC1GO3
NAV on 2026-10-0113.415

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Baroda BNP Paribas India Consumption Fund - Direct Plan - Growth Option
Baroda BNP Paribas Mutual Fund
INF251K01PT7
1Y -9.44%
3Y 8.25%
5Y —
Volatility 16.2% Worst fall (3y) -21.4% Top 38% of category Age 4.6y NAV 32.1569
Sectors Automobile 29.41%Consumer Staples 20.7%Services 16.54%
Top holdings Titan Company 7.66%Bharti Airtel 7.41%Mahindra & Mahindra 6.97%Maruti Suzuki India 6.45%Eicher Motors 5.35%Eternal 4.96%TVS Motor Company 4.86%Nestle India 3.28%The Phoenix Mills 3.1%Trent 2.99%
37 holdings · 97.59% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 19 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best22.1%
Median17.1%
Worst9.4%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +2.3%
2024 +24.3%
2023 +30.9%
Scheme
NAV history from2022-03-14
Track record4.6 years
Since inception9.87% a year
TypeOpen Ended Schemes
ISININF251K01PT7
NAV on 2026-10-0132.1569

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Multi Asset Quant Multi Asset Allocation Fund - Direct P 21.4%3Y 7 screened

Equity, debt and gold in one mandate — at least 10% in each, by rule.

Quant Multi Asset Allocation Fund - Direct Plan - Growth Option leads the full screened set on 5-year return (18.96%) — not always the same fund as the 3-year leader above. The category spans 7.29 points between best and worst 5-year performer (Tata Multi Asset Allocation Fund - Direct Plan - Growth Option, 11.67%). Steadiest top-quartile fund: Quant Multi Asset Allocation Fund - Direct Plan - Growth Option — 12.0% volatility at a 21.42% 3-year return, the smoothest ride among funds that still beat most of the category.
Quant Multi Asset Allocation Fund - Direct Plan - Growth Option
quant Mutual Fund
INF966L01580
1Y 12.92%
3Y 21.42%
5Y 18.96%
Volatility 12.0% Worst fall (3y) -12.5% Top 14% of category Age 13.7y NAV 177.4595
Sectors Financial 12.6%Communication 11.82%Services 8.2%
Top holdings ICICI Bank 9.36%Bharti Airtel 8.36%Adani Enterprises 7.42%Adani Green Energy 6.92%Aurobindo Pharma 4.47%HDFC Life Insurance Co 3.62%Indus Towers 3.46%ICICI Prudential Asset Management Company 3.19%Oil And Natural Gas Corporation 2.75%HDFC Bank 2.26%
25 holdings · 65.73% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best41.9%
Median19.0%
Worst-3.2%
Beat 7% a year77% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +17.7%
2024 +27.6%
2023 +23.9%
2022 +15.3%
2021 +57.0%
Scheme
NAV history from2013-01-07
Track record13.7 years
Since inception16.04% a year
TypeOpen Ended Schemes
ISININF966L01580
NAV on 2026-10-01177.4595

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Nippon India Multi Asset Allocation Fund - Direct Plan - Growth Option
Nippon India Mutual Fund
INF204KB19V4
1Y 7.75%
3Y 18.12%
5Y 14.88%
Volatility 9.9% Worst fall (3y) -10.8% Top 29% of category Age 6.1y NAV 26.2137
Sectors Financial 17.32%Services 9.62%Automobile 5.22%
Top holdings ICICI Bank 3.8%HDFC Bank 2.98%Axis Bank 2.22%State Bank of India 1.88%Eternal 1.69%Mahindra & Mahindra 1.6%Infosys 1.54%Info Edge (India) 1.53%Reliance Industries 1.46%Hindustan Aeronautics 1.39%
89 holdings · 55.78% in equity · as on Aug 31, 2026
Advanced detail
Rolling 3-year return — 38 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best23.9%
Median18.6%
Worst16.0%
Beat 7% a year100% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +21.0%
2024 +20.1%
2023 +25.9%
2022 +4.6%
2021 +21.1%
Scheme
NAV history from2020-08-31
Track record6.1 years
Since inception17.85% a year
TypeOpen Ended Schemes
ISININF204KB19V4
NAV on 2026-10-0126.2137

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Aditya Birla Sun Life Multi Asset Allocation Fund - Direct Plan - GROWTH
Aditya Birla Sun Life Mutual Fund
INF209KB15R9
1Y 7.83%
3Y 15.07%
5Y —
Volatility 10.5% Worst fall (3y) -12.8% Top 43% of category Age 3.7y NAV 17.182
Sectors Financial 18.41%Services 7.86%Automobile 5.97%
Top holdings ICICI Bank 4.22%Axis Bank 2.82%Reliance Industries 2.08%Bharti Airtel 2.03%Infosys 1.85%HDFC Bank 1.62%Hindustan Unilever 1.53%Thermax 1.52%Bank of Maharashtra 1.49%SEDEMAC Mechatronics 1.45%
74 holdings · 66.27% in equity · as on Aug 31, 2026
Advanced detail
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +20.4%
2024 +17.7%
Scheme
NAV history from2023-02-02
Track record3.7 years
Since inception15.07% a year
TypeOpen Ended Schemes
ISININF209KB15R9
NAV on 2026-10-0117.182

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Gold Quantum Gold ETF FOF - Direct Plan - Growth 35.3%3Y 6 screened

Not a business — no earnings, no compounding. It holds gold and moves with it.

SBI GOLD FUND - Direct Plan - Growth leads the full screened set on 5-year return (24.82%) — not always the same fund as the 3-year leader above. The category spans 0.36 points between best and worst 5-year performer (Kotak Gold Fund - Direct Plan - Growth, 24.46%). Steadiest top-quartile fund: Quantum Gold ETF FOF - Direct Plan - Growth Option — 18.5% volatility at a 35.29% 3-year return, the smoothest ride among funds that still beat most of the category.
Quantum Gold ETF FOF - Direct Plan - Growth Option
Quantum Mutual Fund
INF082J01150
1Y 24.39%
3Y 35.29%
5Y 24.81%
Volatility 18.5% Worst fall (3y) -24.5% Top 17% of category Age 15.4y NAV 56.2005
Advanced detail
Rolling 3-year return — 149 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best40.7%
Median7.3%
Worst-8.5%
Beat 7% a year52% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +72.8%
2024 +19.3%
2023 +14.7%
2022 +12.8%
2021 -5.2%
Scheme
NAV history from2011-05-25
Track record15.4 years
Since inception11.05% a year
TypeOpen Ended Schemes
ISININF082J01150
NAV on 2026-10-0156.2005

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Kotak Gold Fund - Direct Plan - Growth
Kotak Mahindra Mutual Fund
INF174K01MP6
1Y 24.5%
3Y 35.21%
5Y 24.46%
Volatility 17.9% Worst fall (3y) -24.1% Top 33% of category Age 13.7y NAV 59.3649
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best40.3%
Median10.9%
Worst-6.1%
Beat 7% a year61% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +71.0%
2024 +19.3%
2023 +14.3%
2022 +12.1%
2021 -4.4%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception11.84% a year
TypeOpen Ended Schemes
ISININF174K01MP6
NAV on 2026-10-0159.3649

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

ICICI Prudential Gold ETF FOF - Direct Plan - Growth
ICICI Prudential Mutual Fund
INF109K01U92
1Y 23.99%
3Y 35.2%
5Y 24.71%
Volatility 19.6% Worst fall (3y) -25.8% Top 50% of category Age 13.7y NAV 46.9408
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best40.6%
Median10.2%
Worst-5.1%
Beat 7% a year58% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +72.5%
2024 +19.7%
2023 +13.8%
2022 +13.0%
2021 -5.0%
Scheme
NAV history from2013-01-02
Track record13.7 years
Since inception12.03% a year
TypeOpen Ended Schemes
ISININF109K01U92
NAV on 2026-10-0146.9408

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Global & overseas DSP World Gold Mining Overseas Equity Omni F 56.7%3Y 11 screened

Rupee returns on foreign assets, so the currency is part of the result. Several are capped for new money under the RBI overseas limit.

DSP World Gold Mining Overseas Equity Omni FoF - Direct Plan - Growth leads the full screened set on 5-year return (30.37%) — not always the same fund as the 3-year leader above. The category spans 25.28 points between best and worst 5-year performer (PGIM India Emerging Markets Equity Fund of Fund - Direct Plan - Direct Growth, 5.09%). Steadiest top-quartile fund: Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Direct Plan - Growth — 16.6% volatility at a 29.94% 3-year return, the smoothest ride among funds that still beat most of the category.
DSP World Gold Mining Overseas Equity Omni FoF - Direct Plan - Growth
DSP Mutual Fund
INF740K01OZ9
1Y 28.42%
3Y 56.7%
5Y 30.37%
Volatility 36.4% Worst fall (3y) -32.6% Top 9% of category Age 13.7y NAV 62.218
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best66.6%
Median7.0%
Worst-19.2%
Beat 7% a year49% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +168.9%
2024 +16.7%
2023 +7.6%
2022 -7.0%
2021 -8.4%
Scheme
NAV history from2013-01-03
Track record13.7 years
Since inception13.82% a year
TypeOpen Ended Schemes
ISININF740K01OZ9
NAV on 2026-10-0162.218

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Direct Plan - Growth
Edelweiss Mutual Fund
INF843K01IZ3
1Y 44.02%
3Y 29.94%
5Y 12.4%
Volatility 16.6% Worst fall (3y) -14.0% Top 18% of category Age 9.8y NAV 31.0787
Advanced detail
Rolling 3-year return — 83 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best30.7%
Median7.4%
Worst-7.2%
Beat 7% a year52% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +42.3%
2024 +6.9%
2023 +6.4%
2022 -16.1%
2021 -5.0%
Scheme
NAV history from2016-11-28
Track record9.8 years
Since inception11.23% a year
TypeOpen Ended Schemes
ISININF843K01IZ3
NAV on 2026-10-0131.0787

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

DSP World Mining Overseas Equity Omni FoF - Direct Plan - Growth
DSP Mutual Fund
INF740K01PF8
1Y 39.45%
3Y 28.46%
5Y 20.72%
Volatility 25.7% Worst fall (3y) -20.7% Top 27% of category Age 13.7y NAV 34.5764
Advanced detail
Rolling 3-year return — 129 start dates

The headline 3Y figure is one window ending today. This is every 3-year hold this fund has ever offered, so you can see the range rather than the one number the calendar happens to produce.

Best35.4%
Median11.3%
Worst-24.1%
Beat 7% a year67% of windows
Calendar year returns

Completed years only — a part-year is never annualised here.

2025 +80.2%
2024 -7.5%
2023 +0.7%
2022 +13.0%
2021 +18.8%
Scheme
NAV history from2013-01-04
Track record13.7 years
Since inception10.84% a year
TypeOpen Ended Schemes
ISININF740K01PF8
NAV on 2026-10-0134.5764

Computed from the full published NAV series, not copied off a factsheet. Open the raw NAV series (JSON) — this is the data source, not a fund page.

Past return is the only thing a NAV series can tell you, and it is the weakest predictor of the next three years there is. A fund at the top of a three-year table is often there because its style was in favour, not because it will stay there. This is a screen, not advice — I am not a SEBI-registered adviser.

NAV as of 2026-10-01. Screen rebuilt weekly.

10 / SWP

And what it pays out

Accumulate to retirement, then draw down. Withdrawals are grossed up for capital gains tax, so the monthly figure is what lands in the bank, not what leaves the fund. The dashed line is the same corpus in today’s rupees.

— at — · —/month · —
11 / PORTFOLIO

The book

Real capital, actually held — not the paper wallet and not a signal list. Risk before profit: each position shows what it can lose to its stop before it shows what it has made, because the first number is the one that is certain.

Exit history →
Editing the book needs your key. Signed in for 48 hours, on this device only — nothing is stored in the browser.
No open positions. Hit + Track on any trade idea, or add one below.

+ Add position manually

SWING/LONG_TERM auto-run the 20%-at-+30% / 50%-of-remainder-at-+50% profit ladder. INTRADAY and INVESTMENT don't.

12 / PAPER WALLET

Positions held — ₹1 Cr

This is what the book already owns, marked to live prices. What it would BUY today — nothing bought yet, entry and size and exits — is the order book →

A mechanical capital allocator, not a recommendation — every signal this ledger produces from here on gets sized by its horizon and grade, nothing more. Started 2026-08-17; no history before that date is replayed in.

Every position shows its side, stop and both targets. Long only as of 2026-08-27 — the rulebook refuses to size a short (SHORT_NOT_TAKEN) though every one an engine files is still recorded in the signal log. Shorts opened before that date are still shown and still graded, and a short's stop sits above its entry. Winners are booked on a ladder — half off at T1, the rest at T2 — so a row that reached the far target is banked at the blend of the two, not as though the whole position ran to T2. Rows booked that way are marked ½, and the ledger's full-position figure is on the tooltip.

Loading the wallet…
13 / SIGNAL LOG LIVE2 min old

Every signal, scored

Nothing hidden. Every Telegram alert ever sent, with entry, stop, target and outcome.

↓ alerts.json
IN THE LOG, OUT OF THE RATES multibagger — weekly, Saturday 12:00 MYT · 6–12 month hold off weekly bars ai_longterm — weekly, Saturday · 2–3 year hold on a 200DMA structure stop magic and magicmagic — weekly Investtech-style screens, logged as WATCH with no stop, no target and no R:R All four are excluded from win rate, expectancy and the equity curve. A multi-month hold cannot resolve on a swing horizon, and counting it would move the only honest number here. The two watch screens carry no levels at all, so there is nothing about them that could ever resolve — they are a shortlist that happens to live in the same table, and their SL, target and P&L columns are empty because those numbers do not exist, not because they are missing.
12
Targets Hit
108
Stops Hit
0
Open
10%
Win Rate
200
Total Signals
DateSymbolSignalRelates toTFGradeEntrySL T1T2RRB/E WRLastExitP&LClosedStatus
2026-10-01 GESHIP BUY · sip_bucket Monthly SIP allocation · 2026-10 · 30.5% of bucket 1M — ₹1526.40 — — — — — — — — — ARCHIVED
2026-09-28 ZYDUSLIFE BUY · breakout Breakout scan — swing horizon. Stop and targets scale to the HOLDING horizon (sqrt-of-time: x2.24 weekly, x4.69 monthly) off daily ATR, floored at 1.41xATR, capped 6-20%; R:R ladder held at 1.6/2.5/3.3. [was 0.29xATR and 90.9% stop-out — sized for a day on a weeks-long trade; corrected 2026-09-02, measured -0.552R to -0.195R] Daily — ₹1215.00 ₹1149.13 ₹1449.50 ₹1508.78 3.6x 22% — ₹1149.13 -5.4% 2026-09-30 ❌ Stop
2026-09-27 HOOD BUY · top5_pick Weekly Top 5 trade idea · 2026-W40-v6 1W — $119.40 $110.08 $153.86 $174.54 3.7x 21% — — — — ARCHIVED
2026-09-27 ARM BUY · top5_pick Weekly Top 5 trade idea · 2026-W40-v6 1W — $310.32 $280.51 $369.94 $396.77 2.0x 33% — $280.51 -9.6% 2026-09-29 ❌ Stop
2026-09-27 CRWD BUY · top5_pick Weekly Top 5 trade idea · 2026-W40-v6 1W — $252.13 $234.43 $288.20 $309.84 2.04x 33% — — — — ARCHIVED
2026-09-27 NET BUY · top5_pick Weekly Top 5 trade idea · 2026-W40-v6 1W — $349.02 $325.40 $405.94 $440.09 2.41x 29% — — — — ARCHIVED
2026-09-27 SMCI BUY · top5_pick Weekly Top 5 trade idea · 2026-W40-v6 1W — $43.26 $39.23 $51.32 $54.95 2.0x 33% — — — — ARCHIVED
2026-09-26 GRANULES BUY · multibagger Weekly multibagger scan — research idea, not a trade. No exit rule is claimed and none should be inferred. [1.57xATR, 72.7% stop-out] 1W — ₹868.65 ₹817.43 ₹992.79 ₹1137.63 2.4x 29% — — — — ARCHIVED
2026-09-26 LAURUSLABS BUY · momentum_quant Quant momentum — cross-sectional rank over the 750-name screen. 12-month and 6-month returns, each skipping the most recent month (it reverses) and divided by the name's ATR, z-scored across the universe and averaged — NSE Indices' own Nifty500 Momentum 50 construction. Tilted toward LOW scaled turnover: a 19-year NSE study found high-turnover momentum returned 8.51% CAGR against 19.43% for the low-turnover half. Gated on absolute momentum (up over 12 months AND above the 200-day), which is the standard defence against momentum crashes; that gate rejects ~58% of the universe. Stop 1.41xATR, ladder 1.6/2.5/3.3R, monthly horizon. [PAPER ONLY — Sharma et al. (2021) find the Indian momentum anomaly fading, and the strongest supporting figures are backtests. 0 closed trades; not cleared for capital] 1M — ₹2026.20 ₹1960.20 ₹2158.19 ₹2217.59 2.0x 33% — ₹1960.20 -3.3% 2026-09-30 ❌ Stop
2026-09-26 SKYGOLD BUY · momentum_quant Quant momentum — cross-sectional rank over the 750-name screen. 12-month and 6-month returns, each skipping the most recent month (it reverses) and divided by the name's ATR, z-scored across the universe and averaged — NSE Indices' own Nifty500 Momentum 50 construction. Tilted toward LOW scaled turnover: a 19-year NSE study found high-turnover momentum returned 8.51% CAGR against 19.43% for the low-turnover half. Gated on absolute momentum (up over 12 months AND above the 200-day), which is the standard defence against momentum crashes; that gate rejects ~58% of the universe. Stop 1.41xATR, ladder 1.6/2.5/3.3R, monthly horizon. [PAPER ONLY — Sharma et al. (2021) find the Indian momentum anomaly fading, and the strongest supporting figures are backtests. 0 closed trades; not cleared for capital] 1M — ₹782.70 ₹735.36 ₹877.39 ₹920.00 2.0x 33% — — — — ARCHIVED
2026-09-26 STLTECH BUY · momentum_quant Quant momentum — cross-sectional rank over the 750-name screen. 12-month and 6-month returns, each skipping the most recent month (it reverses) and divided by the name's ATR, z-scored across the universe and averaged — NSE Indices' own Nifty500 Momentum 50 construction. Tilted toward LOW scaled turnover: a 19-year NSE study found high-turnover momentum returned 8.51% CAGR against 19.43% for the low-turnover half. Gated on absolute momentum (up over 12 months AND above the 200-day), which is the standard defence against momentum crashes; that gate rejects ~58% of the universe. Stop 1.41xATR, ladder 1.6/2.5/3.3R, monthly horizon. [PAPER ONLY — Sharma et al. (2021) find the Indian momentum anomaly fading, and the strongest supporting figures are backtests. 0 closed trades; not cleared for capital] 1M — ₹823.75 ₹765.21 ₹940.83 ₹993.51 2.0x 33% — — — — ARCHIVED
2026-09-23 IKS BUY · breakout Breakout scan — swing horizon. Stop and targets scale to the HOLDING horizon (sqrt-of-time: x2.24 weekly, x4.69 monthly) off daily ATR, floored at 1.41xATR, capped 6-20%; R:R ladder held at 1.6/2.5/3.3. [was 0.29xATR and 90.9% stop-out — sized for a day on a weeks-long trade; corrected 2026-09-02, measured -0.552R to -0.195R] Weekly — ₹1937.80 ₹1698.18 ₹2764.49 ₹2980.15 3.5x 22% — — — — ARCHIVED
2026-09-23 APOLLOHOSP BUY · breakout Breakout scan — swing horizon. Stop and targets scale to the HOLDING horizon (sqrt-of-time: x2.24 weekly, x4.69 monthly) off daily ATR, floored at 1.41xATR, capped 6-20%; R:R ladder held at 1.6/2.5/3.3. [was 0.29xATR and 90.9% stop-out — sized for a day on a weeks-long trade; corrected 2026-09-02, measured -0.552R to -0.195R] Daily — ₹9069.00 ₹8648.47 ₹10519.83 ₹10898.31 3.5x 22% — ₹8582.00 -5.4% 2026-09-30 ❌ Stop
2026-09-23 SILVER BUY · cf_1h Commodity 1h channel scan — intraday horizon. Entry on the 1h bar, gated by 4H EMA alignment and RSI 45-75 long / 25-55 short; targets from swing pivots and day levels, R:R measured not asserted; stop is the WIDER of structural and ATR with a hard ATR floor. [the only engine with a positive baseline: +0.088R over 12 closed] 1H — $67.42 $64.94 $69.98 $72.05 1.87x 35% — $64.94 -3.7% 2026-09-24 ❌ Stop
2026-09-22 BANDHANBNK BUY · ledge — Daily — ₹184.70 ₹158.44 ₹226.71 ₹250.34 2.5x 29% — — — — ARCHIVED
2026-09-21 JYOTICNC BUY · breakout Breakout scan — swing horizon. Stop and targets scale to the HOLDING horizon (sqrt-of-time: x2.24 weekly, x4.69 monthly) off daily ATR, floored at 1.41xATR, capped 6-20%; R:R ladder held at 1.6/2.5/3.3. [was 0.29xATR and 90.9% stop-out — sized for a day on a weeks-long trade; corrected 2026-09-02, measured -0.552R to -0.195R] Daily — ₹1113.80 ₹1047.02 ₹1344.41 ₹1404.56 3.4x 23% — ₹1047.02 -6.0% 2026-09-28 ❌ Stop
2026-09-21 CUB BUY · breakout Breakout scan — swing horizon. Stop and targets scale to the HOLDING horizon (sqrt-of-time: x2.24 weekly, x4.69 monthly) off daily ATR, floored at 1.41xATR, capped 6-20%; R:R ladder held at 1.6/2.5/3.3. [was 0.29xATR and 90.9% stop-out — sized for a day on a weeks-long trade; corrected 2026-09-02, measured -0.552R to -0.195R] Daily — ₹234.90 ₹220.84 ₹283.59 ₹296.28 3.5x 22% — ₹220.84 -6.0% 2026-09-24 ❌ Stop
2026-09-20 META BUY · top5_pick Weekly Top 5 trade idea · 2026-W39-v6 1W — $665.75 $629.74 $788.22 $861.70 3.4x 23% — — — — ARCHIVED
2026-09-20 COIN BUY · top5_pick Weekly Top 5 trade idea · 2026-W39-v6 1W — $194.25 $176.53 $229.69 $245.64 2.0x 33% — — — — ARCHIVED
2026-09-20 ZS BUY · top5_pick Weekly Top 5 trade idea · 2026-W39-v6 1W — $197.31 $180.54 $230.85 $245.94 2.0x 33% — — — — ARCHIVED

You just read a losing month in public.

Most people showing you signals do not show you the stops. If that is the kind of record you want in your inbox, this is where you say so.

The daily email is not sending yet — this puts you on the list for when it does, and nothing else. No advice, no forwarding, no third party: the address sits in my own database until there is something to send.

The evidence

Which engines have earned their place

Every engine, scored on its own closed trades — worst first. magicmagic is reported inside magic: one screen with two spellings that wrote byte-identical levels on ten occasions, so the same idea was being counted twice here and twice again in expectancy. The ledger rows stay separate — rewriting history to tidy a report is not on — and a write-time guard stops new pairs. An engine with fewer than 20 closed trades gets no verdict at all: below that the standard error is wider than any effect worth acting on, and “not significant” would wrongly imply the sample could have settled it.

Measured losses: top5_pick · commodity. These are not runs of bad luck — they clear the significance bar in the wrong direction. They stay published because hiding a losing engine is the one thing this ledger exists not to do, but they no longer receive capital: the paper wallet sizes them at zero and marks the row not funded.
Suppressing them moves the published headline from +0.349R to +0.398R, t 1.80 to 1.96 — almost nothing. That is the point. This is about not funding a loss, not about improving the number; if it were about the number it would not be worth doing.

EngineClosedOpen Win rateExpectancyt Total RVerdict
top5_pick research 20 16 5.0% -0.807R -4.14 -16.1R BLEEDING
commodity 33 0 15.2% -0.617R -3.77 -20.4R BLEEDING not funded
equity_measured 20 4 35.0% -0.346R -1.79 -6.9R FLAT
ohl 25 0 20.0% -0.265R -0.86 -6.6R FLAT
multibagger research 20 22 25.0% -0.256R -0.77 -5.1R FLAT
magic 47 28 29.8% -0.104R -0.49 -4.9R FLAT
breakout 94 15 26.6% -0.094R -0.59 -8.9R FLAT
4h 22 0 27.3% -0.090R -0.27 -2.0R FLAT
cf_1h 368 0 39.7% +0.331R +3.82 +121.7R EDGE
7 more engines have fewer than 20 closed trades — not enough to judge in either direction. Shown for completeness.
EngineClosedOpen Win rateExpectancyTotal R
keel 6 3 16.7% -0.718R -4.3R
momentum_quant 10 2 20.0% -0.345R -3.5R
sip_bucket research 4 4 25.0% -0.250R -1.0R
ledge 3 4 33.3% -0.157R -0.5R
ai_daily 6 0 16.7% -0.106R -0.6R
ai_4h 15 0 53.3% +0.331R +5.0R
intraday 17 0 70.6% +1.472R +25.0R

Hover any verdict for the reasoning behind it. t is the expectancy divided by its own standard error — roughly, how many times larger the result is than the noise around it. Below ±2 a result is not distinguishable from chance, however good or bad the headline number looks.

15 / ENGINE LOG

What the ledger changed

Every rule the engine follows because the record forced it — with the number that forced it. Including the ideas that were tested and thrown away.

  1. CADENCE logged

    The multibagger screen qualified nobody for four weeks

    Evidence

    Corrects what this entry said on 2026-08-27. It read ‘the scan is running on schedule’ and blamed the fixed list on cadence. The ledger says otherwise: the last multibagger row is 2026-08-01, while magic, magicmagic and ai_longterm — the same Saturday job, the same slot — all logged 2026-08-22. Twenty-six days, three Saturdays, nothing written.

    Last multibagger row 2026-08-01 all_signals 26 days
    Siblings, same job 2026-08-22 all_signals current
    Raw candidates today 11 weekly screen ran fine
    Cleared the R:R floor 1 of 11 R:R ≥ 2.0 10 rejected

    The screen is not broken. Run on 2026-08-27 it took 11 candidates and rejected 10 for R:R below 2.0 — CHENNPETRO 1.29, FLUOROCHEM 1.07, GLAXO 0.59, which needs a 63% win rate merely to break even. The defect was that a week qualifying nobody wrote nothing at all, so the page served the 1 August list as though it were current. The attempt is recorded either way now. The gate is NOT loosened: publishing a 0.59 R:R to keep the section busy is the exact trade this screen exists to refuse, and an empty week is a real result.

  2. SELECTION adopted

    Stop buying strength that has already run

    Evidence

    The 4H RSI ceiling for longs was 75. Splitting every closed trade by the RSI recorded at entry showed the engine bleeding above 65 and profitable below it. The ceiling is now 65.

    BUY, 4H RSI 65 and over −0.599R n=90 −5.6 SE
    BUY, 4H RSI under 65 +0.274R n=67 +1.5 SE

    Holds in both halves of the sample and at every cut point tested (60, 65, 70), so it is not one lucky threshold. The threshold was still chosen from this sample, so treat the size as an upper bound.

  3. STOPS rejected

    A break-even stop would not have helped

    Evidence

    The median losing trade was +1.44R in profit before it reversed, and 59% touched a full +1R first. That looks like an obvious fix: move the stop to entry once price pays 1R. Re-walking every trade bar by bar, with winners subject to the same rule, says otherwise.

    baseline +0.194R
    break-even @1R +0.166R worse

    The first version of this test only altered losers, which guarantees a positive answer. Correcting it reversed the conclusion. Nothing tested cleared one standard error, so no stop rule was adopted.

  4. INTEGRITY adopted

    Trades were being closed at prices that never traded

    Evidence

    The grader had never resolved a single trade — an exception was being swallowed silently — leaving a fallback path that could book an exit at a bar from before the signal existed. Every closed trade was re-graded against bars that actually printed.

    reopened, never truly closed 57
    exits corrected to a real price 22
    published expectancy +0.090R → −0.182R

    This moved the headline number against me. It is published anyway, because the earlier number was not real. Pre-correction data is kept in the repo rather than deleted.

  5. TARGETS adopted

    A first target must pay back the risk

    Evidence

    T1 was whichever structural level sat nearest the entry, with no distance test. One signal shipped a T1 worth 0.19R against its own stop, printed beside an R:R of 2.41 quoted off T2. T1 must now return at least 1R.

    signals carrying a sub-1R T1 26
16 / DATA HEALTH

1 market dataset behind.

11 of 12 current · 1 degraded.

Nothing on this page is allowed to look more current than the data behind it. Every section carries the same badge this table explains, from the same build. Machine-readable at /data-health.json.

A failed rebuild never overwrites the last dataset that passed validation. What each badge means →

17 / HOW TO READ THIS

Every number, defined once

What each figure on this page measures, how it is computed, and which of the four kinds of claim it is. If a number here disagrees with a number above, this page is the one that is wrong — report it.

The four labels Fact an observed value — a close, a flow, a filing Model computed by the engine from facts Result what happened to a published signal View a human opinion, labelled as one

Fact 15 figures

An observed value — a close, a flow, a filing.

Volume

The day's volume as a multiple of the name's own average.

2x means twice the usual number of shares changed hands. It carries no direction on its own, which is why the week's move is always printed beside it.

Turnover

Rupees traded in the name per day.

The liquidity measure this build actually has. NSE's delivery percentage lives in the bhavcopy, which nothing here reads, so delivery is never filtered on and never implied.

ROCE

Return on capital employed, from the filed statements.

Blank rather than zero where statements are not in the feed. 'Not measured' and 'measured at zero' are different facts.

From 52w high

Distance below the highest close of the last year.

0.0% means the name is at its own high today.

Total Signals

Every signal ever published to the ledger.

Open and closed together. Nothing is ever deleted from this count — a signal that went wrong stays in it.

Open Setups

Published signals that have neither hit a target nor a stop.

An open setup is not a position. Nothing here has been bought — this ledger cannot place a trade, and says so.

Markets Advancing

How many of the tracked indices closed up.

Counted across the index list on the ticker rail, not across stocks. It is a breadth reading of markets, not of the tape.

FII net

Net rupees bought or sold by foreign institutions.

NSE publishes it once, after the close, so it is never live. FII and DII are usually on opposite sides; the size of the gap says more than the direction of either.

DII net

Net rupees bought or sold by domestic institutions.

Same source and the same once-a-day cadence as the FII figure.

Subscribed

Times an open IPO book has been covered.

Straight from NSE's public issue endpoint. Grey-market premium is deliberately absent everywhere on this page: it is an unofficial quote with no audit trail.

Open now

Mainboard issues whose book is open for applications today.

Mainboard is NSE's own series == EQ. SME issues are a different instrument with different lot sizes and are not counted here.

Opening soon

Issues with a published open date still ahead.

Dates move. A book that slips is re-read on the next build rather than carried forward from the announcement.

Awaiting listing

Closed books that have not yet produced a traded price.

These carry an ISSUE date, not a listing date, and every performance cell is blank rather than zero. Mixing them with names that actually listed is what made this table read as broken.

Invested

Money actually put in, before any return.

The cost base. Paired with Value so the return is the difference rather than a separately computed figure that could disagree with it.

As of

When the underlying data was read, not when the page was built.

A weekly screen rebuilt on Sunday still shows Sunday's date on Thursday. The badge says which, because a stale RSI and a stale ROCE go wrong at very different speeds.

Model 16 figures

Computed by the engine from facts.

Deployed

Capital currently sitting in open paper positions.

Deployed plus Cash is always the full wallet. Tier caps add to more than 100% deliberately; the binding limit is the global cap.

Cash

The wallet minus everything deployed.

Uncommitted money waiting on a signal that clears its tier's rules. A high cash figure is the rules declining, not an error.

Heat

Total capital at risk if every open stop is hit at once.

Sum of (entry − stop) × quantity across open positions, as a percentage of the wallet. This, not deployed capital, is the number that describes a bad day.

R:R

Reward divided by risk on an unfilled idea.

Target distance over stop distance. Every published idea clears a 2:1 floor; the target comes from structure — a 52-week high or a measured move — never from a fixed percentage.

Allocated

What the sizing rules gave this position.

Tier percentage of the wallet, scaled down for grade B and C signals, then clipped by whichever cap binds first.

RSI

14-period relative strength index, on DAILY bars.

The period and the bar were both missing from the column, which is the whole question a reader has when they see 68 — is that a day or a week? It is 14 daily closes (yfinance interval=1d, stock_screen.rsi(c, 14)). Above 70 is stretched, below 30 is washed out. Used here only as an exclusion: an idea already vertical is not published.

median

The middle name's move in a sector, not the average.

It separates a sector that moved from a sector where two names carried the label. The average cannot do that.

Open risk

Money that would be lost if every open stop hit today.

The forward-looking twin of realised P&L. Kept as a separate tile because banked money and money still on the table are different facts, and one blended figure hides which is which.

Unrealised

Open positions marked at the latest price on the ticker rail.

The tile says how many of the open rows could be marked. An unmarked row is one with no live quote, not one worth zero.

Trades sized

Signals the allocator gave a position size to.

Fewer than the ledger publishes: engines outside the mandate are logged but never sized, and the section names which ones.

Apply / Apply-small

How many open books the scorer rates worth applying to.

A reading of public DEMAND and nothing else. NSE's feeds carry no lot size, sector, financials or valuation, so none of those inform the score and none are guessed at. Grey-market premium is deliberately excluded: an unofficial quote with no audit trail.

Avoid

Open books the same scorer rates against applying to.

Printed beside the Apply count on purpose. A scorer that only publishes its positives is a marketing sheet.

Corpus at retirement

What the plan is projected to be worth on the retirement date.

Compounded from the stated contribution and return assumption. It is arithmetic on an assumption, not a forecast of markets.

Corpus required

What the stated withdrawal actually needs to be funded.

Printed next to the projected corpus so the gap is visible. The gap, not either figure alone, is the number that decides anything.

First withdrawal / month

The opening monthly withdrawal the plan supports.

It rises with inflation across the plan; the first year is the smallest one, which is the honest number to quote.

Money lasts till

The year the plan runs out under its own assumptions.

Sensitive to the return assumption more than to anything else. Treat a year past the life expectancy as 'does not run out', not as precision.

Result 8 figures

What happened to a published signal.

Win rate

Closed signals that ended in profit, over all closed signals.

Expiries count as losses. A setup that never triggered and timed out is not a neutral event — the capital was committed and the idea did not work. Excluding them is how a 24% win rate reads as 31%.

Expectancy

Average R made per closed signal.

R is recomputed from the exit price against the entry and stop of that same signal, never read from the stored r_multiple column — a 2026-08-08 re-grade corrupted that column on 168 of 573 rows.

R

One R is the distance from entry to stop: the money at risk.

A trade exited at +2R made twice what it was risking. Quoting returns in R rather than rupees is what makes a 500-rupee stop and a 50,000-rupee stop comparable.

Max drawdown

The deepest peak-to-trough fall of the running R curve.

Measured on closed signals in sequence. It is the number that decides whether a strategy is survivable, not the average.

Targets Hit

Closed signals that reached their published target.

Counted at the target actually printed at publication, never at one moved afterwards.

Stops Hit

Closed signals that reached their published stop.

A stop-out is a -1R outcome by definition; that is what makes R comparable across positions of different sizes.

Realized P&L

Money actually banked by closed paper positions.

Winners book on a ladder — half at the first target, the rest at the second — so a row that reached the far target is banked at the blend, not as though the whole position ran to it.

Listed & measured · 12m

Last year's listings whose post-listing return could be priced.

A listing with no reachable price is excluded from the return rather than counted flat — a delisted or unquoted symbol is missing data, not a 0% outcome.

How fresh is fresh

Every dataset carries one of six badges. They describe the BUILD, not the market: a weekly screen is stale by Thursday and still perfectly usable.

LIVE

Built within a quarter of its refresh interval.

FRESH

Built within its refresh interval.

STALE

Older than its refresh interval, and still valid — a weekly screen on a Thursday is stale by design, not broken.

DEGRADED

Valid data behind a known problem: a newer attempt failed, coverage is thin, or the vintage cannot be read.

FAILED

The build broke and there is nothing valid to fall back on.

UNAVAILABLE

Never published.

A failed rebuild never overwrites the last dataset that passed validation, and a partial rebuild is never published as a complete one. When a newer attempt fails the section keeps serving the last good build and says so — it does not go blank, and it does not pretend the failure did not happen.

Nothing on this page is investment advice. The ledger publishes losses at the same size as wins because a record you can only see the good half of is not a record. Definitions are generated from the same list the page stamps its badges from, so a badge and its definition cannot disagree.

18 / WHO

Who is publishing this

Most AI builders lack domain knowledge. Most finance operators can’t build. Both, here.

Akshay K Kothari
Chartered Accountant · FP&A · AI builder

CA with 10 years in corporate finance. $100M+ P&L managed. I build AI tools finance teams actually pay for — and write the essays, models and calculators behind them.

This page is one of those tools. Every signal below is logged the moment it fires, scored when it closes, and left on the record either way. Wins and losses both. Nothing hidden.

askakshay.com ↗ LinkedIn ↗