Watch Botsfolio AI trade the India Smallcap portfolio on HDFC Nifty Smallcap 250 ETF live
India Smallcap
| Holding | Shares | Avg price | Price | Value | Unrealized P&L |
|---|---|---|---|---|---|
| Zerodha Nifty 1D Rate Liquid ETFLIQUIDCASE | 4,278 | - | ₹116.85 | ₹4,99,884 | earns the overnight rate |
| Cash | ₹22.61 | - | |||
230 starting points, the first trading day of every month from Oct 3, 2006, each held to Nov 11, 2026. Ahead of holding HDFC Nifty Smallcap 250 ETF from 47% 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 HDFC Nifty Smallcap 250 ETF once on the same day. Prices are HDFC Nifty Smallcap 250 ETF's own from Jun 1, 2023; before that, the Nifty Smallcap 250 index, which leaves out dividends.
| This portfolio | Holding HDFC Nifty Smallcap 250 ETF | |
|---|---|---|
| Every year since 2006 | +16.6% | +12.0% |
| Biggest drop since 2006 | -20.6% | -76.0% |
| Yearly return, typical start | +14.7% | +13.6% |
| Biggest drop, typical start | -12.8% | -60.8% |
| Total, worst start | -2% | -4% |
| Last 1 year, total | +3% (drop 7%) | +4% (drop 17%) |
| Last 3 years, total | +35% (drop 9%) | +42% (drop 26%) |
| Last 5 years, total | +65% (drop 12%) | +83% (drop 27%) |
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 HDFC Nifty Smallcap 250 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 2006: 16.6% a year against 12.0% for holding HDFC Nifty Smallcap 250 ETF, biggest drop 20.6% against 76.0%. From 230 monthly starts it was ahead of holding from 47% of them. All stock portfolios in the track record.