Watch Botsfolio AI trade the India Momentum portfolio on ICICI Prudential Nifty 200 Momentum 30 ETF live
India Momentum
| Holding | Shares | Avg price | Price | Value | Unrealized P&L |
|---|---|---|---|---|---|
| ICICI Prudential Nifty 200 Momentum 30 ETFMOM30IETF | 4,602 | ₹31.03 | ₹31.01 | ₹1,42,708 | -₹92 |
| Zerodha Nifty 1D Rate Liquid ETFLIQUIDCASE | 3,056 | - | ₹116.85 | ₹3,57,094 | earns the overnight rate |
| Cash | ₹13.24 | - | |||
39 starting points, the first trading day of every month from Sep 1, 2022, each held to Nov 11, 2026. Ahead of holding ICICI Prudential Nifty 200 Momentum 30 ETF from 49% 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 ICICI Prudential Nifty 200 Momentum 30 ETF once on the same day. Prices are ICICI Prudential Nifty 200 Momentum 30 ETF's own from Jun 24, 2024; before that, the UTI Nifty200 Momentum 30 Index Fund.
| This portfolio | Holding ICICI Prudential Nifty 200 Momentum 30 ETF | |
|---|---|---|
| Every year since 2022 | +11.2% | +11.5% |
| Biggest drop since 2022 | -12.9% | -31.8% |
| Yearly return, typical start | +1.4% | +2.8% |
| Biggest drop, typical start | -12.9% | -31.8% |
| Total, worst start | -11% | -20% |
| Last 1 year, total | -1% (drop 3%) | -3% (drop 16%) |
| Last 3 years, total | +31% (drop 13%) | +28% (drop 32%) |
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 ICICI Prudential Nifty 200 Momentum 30 ETF 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 2022: 11.2% a year against 11.5% for holding ICICI Prudential Nifty 200 Momentum 30 ETF, biggest drop 12.9% against 31.8%. From 39 monthly starts it was ahead of holding from 49% of them. All stock portfolios in the track record.