Watch Botsfolio AI trade the India IT portfolio on Nippon India ETF Nifty IT live
India IT
| Holding | Shares | Avg price | Price | Value | Unrealized P&L |
|---|---|---|---|---|---|
| Nippon India ETF Nifty ITITBEES | 9,975 | ₹35.78 | ₹35.76 | ₹3,56,706 | -₹200 |
| Zerodha Nifty 1D Rate Liquid ETFLIQUIDCASE | 1,223 | - | ₹116.85 | ₹1,42,908 | earns the overnight rate |
| Cash | ₹93.89 | - | |||
200 starting points, the first trading day of every month from Apr 1, 2009, each held to Nov 11, 2026. Ahead of holding Nippon India ETF Nifty IT from 70% of them. Both start with the same ₹5,00,000 and pay what the live portfolio pays: whole shares, 0.015% stamp duty on buys, 0.001% securities transaction tax on sales, exchange and SEBI charges with GST, ₹15.34 to the depository on each day an ETF is sold, and fills 0.05% worse than the close. Before income tax. Cash between trades sits in a liquid ETF. Holding means buying Nippon India ETF Nifty IT once on the same day. Prices are Nippon India ETF Nifty IT's own from Oct 1, 2020; before that, the Nifty IT index, which leaves out dividends.
| This portfolio | Holding Nippon India ETF Nifty IT | |
|---|---|---|
| Every year since 2009 | +14.2% | +16.6% |
| Biggest drop since 2009 | -12.8% | -42.1% |
| Yearly return, typical start | +11.4% | +11.3% |
| Biggest drop, typical start | -12.8% | -42.1% |
| Total, worst start | -1% | -24% |
| Last 1 year, total | +2% (drop 4%) | -10% (drop 34%) |
| Last 3 years, total | +28% (drop 9%) | +10% (drop 42%) |
| Last 5 years, total | +26% (drop 13%) | -2% (drop 42%) |
Paper money: ₹5,00,000 at the start, no real orders. Prices come from Yahoo Finance. Buys and sells happen at the 15:30 IST close, in whole shares, each taken 0.05% worse than the closing price. Every order pays what a zero-brokerage delivery account pays: stamp duty on buys, securities transaction tax on sales, the exchange's and SEBI's charges with GST, and the depository's fee on each day an ETF is sold. Results are before income tax, which a person files themselves: an Indian broker withholds none on these trades. Buy and hold is Nippon India ETF Nifty IT bought once at the first close with the same charges. Cash between trades sits in Zerodha Nifty 1D Rate Liquid ETF (NSE LIQUIDCASE). Every trade is stamped in the public trade log. Nothing here is a recommendation to buy or sell. Past performance is not a guarantee of future results.
Backtest since 2009: 14.2% a year against 16.6% for holding Nippon India ETF Nifty IT, biggest drop 12.8% against 42.1%. From 200 monthly starts it was ahead of holding from 70% of them. All stock portfolios in the track record.