Sector Moderate risk
Financial Alpha
Top performing financial and NBFC stocks that have massively outperformed the broader market.
Minimum allocation₹4,400
Suggested horizon5+ years
Portfolio reviewQuarterly review
Stocks5
Educational backtest
Not live client returnsHistorical performance
1Y return36.05%
Full-window return306.39%
5.03Y CAGR32.17%
Max drawdown-39.38%
5Y return281.57%
5Y CAGR30.72%
Calendar period1836 days
Trading observations1249
Measured period: 2021-09-12 to 2026-09-22. A 5Y figure is shown only when a complete five-year common history exists for all current constituents.
Target allocation
🔒 Portfolio Holdings Locked
This Smartcase contains 5 High-Conviction Stocks.
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Rebalancing, methodology & data
Research review schedule: Quarterly review.
Historical calculation rebalance: target weights reset monthly in the backtest.
Static current constituents, target-weight monthly rebalance, no fees/taxes/slippage; survivorship and look-ahead bias possible.
Data window: 2021-09-12 to 2026-09-22 · Configured master broker daily-history cache.
These analytics are educational, are not a promise/target/guarantee, and do not represent actual client performance.
Historical calculation rebalance: target weights reset monthly in the backtest.
Static current constituents, target-weight monthly rebalance, no fees/taxes/slippage; survivorship and look-ahead bias possible.
Data window: 2021-09-12 to 2026-09-22 · Configured master broker daily-history cache.
These analytics are educational, are not a promise/target/guarantee, and do not represent actual client performance.