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2026 Portfolio Analysis
Performance metrics
XIRR 96%
Sharpe ratio 3.29
Sortino ratio 4.43
Alpha vs Nifty +112% ann.
Calmar ratio 8.15
Max drawdown −12%
Ann. volatility 27%
Beta vs Nifty 0.94
Win rate 75%
Profit factor 10.97
Initial capital ₹5,00,000
Capital deployed ₹4,98,734
Idle cash ₹1,266
Exit value ₹6,05,041
Net profit +₹1,05,041
Return on capital +21.01%
Positions
Natco Pharma Pharma
+44.51%
Buy date 27 Jan 2026
Sell date 08 May 2026
Buy price ₹812.87
Sell price ₹1,174.70
Shares 246
Invested ₹1,99,966
P/L +₹89,010
Return +44.51%
NALCO Aluminium (PSU)
+15.06%
Buy date 27 Jan 2026
Sell date 24 Apr 2026
Buy price ₹377.96
Sell price ₹434.88
Shares 330
Invested ₹1,24,727
P/L +₹18,785
Return +15.06%
Vedanta Ltd Metals & Mining
+11.49%
Buy date 27 Jan 2026
Sell date 29 Apr 2026
Buy price ₹693.86
Sell price ₹773.60
Shares 108
Invested ₹74,937
P/L +₹8,612
Return +11.49%
Shriram Finance NBFC / Financials
−11.47%
Buy date 27 Jan 2026
Sell date 11 Jun 2026
Buy price ₹1,001.05
Sell price ₹886.25
Shares 99
Invested ₹99,104
P/L −₹11,365
Return −11.47%