One basket, tracked openly.

5 holdings from one investment basket. Performance follows the account chart, not the strategy's model backtest. Balances, quantities and account identifiers are not published.

Updated to 1 Oct 2026Refreshed 5 Oct 2026, 1:21 am IST

Since September 2024

+59.98%

Portfolio+59.98%

Nifty 50−10.83%

Annualised: +25.48%; over 2.1 years
Worst fall: −19.15%; Oct 2024 – Jan 2025
Holdings: 5; Current market-value weights
Next rebalance: 1 Jan; 2027

Growth of ₹100

Portfolio 159.98 +59.98%Nifty 50 89.17 −10.83%5 Sep 2024 – 1 Oct 2026

Rebalance datesBoth lines start at 100 on the first day of the selected range. Portfolio values come from its NAV series.

Trailing returns ending 1 Oct 2026
Returns	1M	3M	6M	1Y	2Y	Since start
Portfolio	+0.36%	+1.95%	+13.70%	+18.41%	+55.74%	+59.98%
Nifty 50	−6.79%	−6.60%	−1.14%	−9.72%	−13.08%	−10.83%
Difference	+7.15 pts	+8.55 pts	+14.84 pts	+28.13 pts	+68.83 pts	+70.81 pts

Trailing returns ending 1 Oct 2026
Period	Portfolio	Nifty 50	Diff.
1M	+0.36%	−6.79%	+7.15 pts
3M	+1.95%	−6.60%	+8.55 pts
6M	+13.70%	−1.14%	+14.84 pts
1Y	+18.41%	−9.72%	+28.13 pts
2Y	+55.74%	−13.08%	+68.83 pts
Since start	+59.98%	−10.83%	+70.81 pts

What I hold

Prices as on 1 Oct 2026

Current holdings
Stock	Weight	Price	Today	Since added
Chennai Petroleum CHENNPETROOil & Gas	22.53%	₹1,346.40	−6.26%	+17.59%
Great Eastern GESHIPTransportation	19.96%	₹1,530.60	−1.88%	+3.47%
PVR INOX PVRINOXMedia	19.44%	₹1,215.30	−2.20%	−2.20%
SAIL SAILMetals & Mining	18.89%	₹174.50	−3.85%	−3.85%
Nuvoco Vistas NUVOCOCement and Construction	19.18%	₹322.10	−4.65%	−4.65%

Weight is the current market-value allocation. "Since added" is the account page's source-reported price change, not unrealized P&L.

Sectors

Oil & Gas22.53%
Transportation19.96%
Media19.44%
Cement and Construction19.18%
Metals & Mining18.89%

My journey

From ₹100 of margin money and a few hard lessons in trading to a basket I invest in, run by rules.

2019₹100 to start
I moved ₹100 from my bank account into a trading account as margin.
First tradesWins that didn't stick
A few trades went my way, but with such a small account, brokerage and charges had eaten the profit by the end of the day.
ThenDoubling down
I added saved pocket money, leaned harder on margin and tried more trades.
The lessonTrading wasn't for me
Unless I traded full-time, probably across several instruments, I wasn't going to succeed at it.
The switchI started investing
The idea had always been to invest, and investing went well for me. Over the years the money I put in grew from hundreds to tens of thousands.
Since Sep 2024A basket, run by rules
Today I invest through the basket on this page: a rules-based screen with light adjustments, rebalanced every quarter.

How it's built

ScopeOne investment basket
This is not the owner's entire portfolio.
PerformanceAccount chart
Normalized source-reported account performance, not model basket returns or cash profit.
WeightingCurrent market-value weights
Current market-value allocation, which can drift from target weights.
RebalancingSource history
Basket changes are shown below; these are not account trade confirmations.

The catch: tax and charges

The chart follows the account as Starfolio reports it. It doesn't show the tax due on each rebalance, and it isn't verified whether brokerage and DP charges are included. Running a basket like this yourself costs more than a mutual fund would:

Short-term capital gains tax. Every rebalance sells stocks that were often bought only months earlier, so most profitable exits are taxed as short-term gains in that year.
DP and transaction charges. Each stock sold from the demat account carries a DP charge, and every trade pays STT, exchange fees, GST and stamp duty.
Concentration. Five stocks can swing much harder than a diversified fund.

A mutual fund does its rebalancing inside the fund, so you pay tax only when you redeem and no per-trade charges in your account. Which one fits you is your call. Compare the two approaches

Month by month

Month-end to month-end NAV

Each cell is the portfolio's NAV change in percent for that month. The series starts on 5 Sept 2024, and the current year runs to date.

Basket rebalance history

17 since 23 Aug 2024

1 Oct 20263 in · 3 out
Added
- Nuvoco Vistas Corporation Ltd.20% at ₹337.80
- Steel Authority of India (SAIL) Ltd.20% at ₹181.49
- PVR INOX Ltd.20% at ₹1,242.70
Removed
- Zerodha Nifty 1D Rate Liquid ETF+1.18% entry → exit
- YES Bank Ltd.−13.75% entry → exit
- Shipping Corporation of India Ltd.−10.40% entry → exit
1 Jul 20263 in · 4 out · 2 reweighted
Added
- YES Bank Ltd.20% at ₹24.29
- Shipping Corporation of India Ltd.20% at ₹301.90
- Great Eastern Shipping Company Ltd.20% at ₹1,479.30
Removed
- Zerodha Nifty 50 ETF−7.78% entry → exit
- Gujarat Mineral Development Corporation Ltd.−2.48% entry → exit
- Nippon India ETF Gold BeES+4.02% entry → exit
- Syrma SGS Technology Ltd.+78.38% entry → exit
Reweighted
- Zerodha Nifty 1D Rate Liquid ETF16.67% → 20%
- Chennai Petroleum Corporation Ltd.16.67% → 20%
2 Apr 20262 in · 2 out
Added
- Syrma SGS Technology Ltd.16.67% at ₹791.00
- Chennai Petroleum Corporation Ltd.16.67% at ₹1,002.10
Removed
- Great Eastern Shipping Company Ltd.+30.54% entry → exit
- Sai Life Science Ltd.+8.40% entry → exit
2 Jan 20261 in · 1 out
Added
- Zerodha Nifty 1D Rate Liquid ETF16.67% at ₹112.15
Removed
- Nippon India ETF Nifty 1D Rate Liquid BeES+0.00% entry → exit

Show 13 earlier rebalances

2 Jan 20263 in · 4 out · 3 reweighted
Added
- Great Eastern Shipping Company Ltd.16.67% at ₹1,114.60
- Nippon India ETF Nifty 1D Rate Liquid BeES16.67% at ₹1,000.00
- Sai Life Science Ltd.16.67% at ₹900.25
Removed
- Lemon Tree Hotels Ltd.−6.13% entry → exit
- Shipping Corporation of India Ltd.+2.87% entry → exit
- Jammu & Kashmir Bank Ltd.−7.62% entry → exit
- Sobha Ltd.−5.76% entry → exit
Reweighted
- Zerodha Nifty 50 ETF10% → 16.67%
- Gujarat Mineral Development Corporation Ltd.10% → 16.67%
- Nippon India ETF Gold BeES40% → 16.67%
18 Dec 20251 out · 1 reweighted
Removed
- Whirlpool of India Ltd.−34.18% entry → exit
Reweighted
- Nippon India ETF Gold BeES30% → 40%
28 Oct 20254 in · 3 out · 1 reweighted
Added
- Zerodha Nifty 50 ETF10% at ₹10.33
- Jammu & Kashmir Bank Ltd.10% at ₹109.38
- Sobha Ltd.10% at ₹1,552.20
- Whirlpool of India Ltd.10% at ₹1,384.90
Removed
- Syrma SGS Technology Ltd.−2.63% entry → exit
- NAVA Ltd.−3.05% entry → exit
- Deepak Fertilisers & Petrochemicals Corporation Ltd.+1.60% entry → exit
Reweighted
- Nippon India ETF Gold BeES40% → 30%
1 Oct 20254 in · 2 out · 2 reweighted
Added
- Lemon Tree Hotels Ltd.10% at ₹167.14
- Shipping Corporation of India Ltd.10% at ₹223.05
- Gujarat Mineral Development Corporation Ltd.10% at ₹602.00
- Deepak Fertilisers & Petrochemicals Corporation Ltd.10% at ₹1,496.10
Removed
- JM Financial Ltd.+2.93% entry → exit
- Transformers & Rectifiers (India) Ltd.−10.20% entry → exit
Reweighted
- Syrma SGS Technology Ltd.15% → 10%
- NAVA Ltd.15% → 10%
5 Aug 20253 in · 3 out · 2 reweighted
Added
- JM Financial Ltd.15% at ₹154.30
- Syrma SGS Technology Ltd.15% at ₹716.10
- Transformers & Rectifiers (India) Ltd.15% at ₹545.10
Removed
- Vardhman Textiles Ltd.−16.56% entry → exit
- Jubilant Pharmova Ltd.−7.38% entry → exit
- Alkyl Amines Chemicals Ltd.−5.61% entry → exit
Reweighted
- NAVA Ltd.20% → 15%
- Nippon India ETF Gold BeES20% → 40%
1 Jul 20254 in · 4 out
Added
- Vardhman Textiles Ltd.20% at ₹499.55
- NAVA Ltd.20% at ₹594.20
- Jubilant Pharmova Ltd.20% at ₹1,209.20
- Alkyl Amines Chemicals Ltd.20% at ₹2,346.60
Removed
- Force Motors Ltd.+30.99% entry → exit
- Motilal Oswal Midcap 100 ETF+4.03% entry → exit
- Sarda Energy & Minerals Ltd.+1.19% entry → exit
- Deepak Fertilisers & Petrochemicals Corporation Ltd.+12.82% entry → exit
4 Jun 20251 in · 1 out · 4 reweighted
Added
- Force Motors Ltd.20% at ₹12,005.95
Removed
- Avanti Feeds Ltd.−12.34% entry → exit
Reweighted
- Motilal Oswal Midcap 100 ETF25% → 20%
- Nippon India ETF Gold BeES25% → 20%
- Sarda Energy & Minerals Ltd.16.67% → 20%
- Deepak Fertilisers & Petrochemicals Corporation Ltd.16.67% → 20%
2 Apr 20252 in · 3 reweighted
Added
- Sarda Energy & Minerals Ltd.16.67% at ₹528.55
- Deepak Fertilisers & Petrochemicals Corporation Ltd.16.67% at ₹1,128.00
Reweighted
- Motilal Oswal Midcap 100 ETF40% → 25%
- Nippon India ETF Gold BeES40% → 25%
- Avanti Feeds Ltd.20% → 16.67%
20 Mar 20251 in · 2 reweighted
Added
- Nippon India ETF Gold BeES40% at ₹74.52
Reweighted
- Avanti Feeds Ltd.70% → 20%
- Motilal Oswal Midcap 100 ETF30% → 40%
1 Jan 20252 in · 5 out
Added
- Motilal Oswal Midcap 100 ETF30% at ₹61.27
- Avanti Feeds Ltd.70% at ₹667.00
Removed
- Vijaya Diagnostic Centre Ltd.+13.50% entry → exit
- Varroc Engineering Ltd.−0.79% entry → exit
- Quess Corp Ltd.−13.59% entry → exit
- Usha Martin Ltd.+6.15% entry → exit
- Saregama India Ltd.−20.51% entry → exit
1 Oct 20245 in · 5 out
Added
- Vijaya Diagnostic Centre Ltd.20% at ₹942.35
- Varroc Engineering Ltd.20% at ₹593.45
- Quess Corp Ltd.20% at ₹766.20
- Usha Martin Ltd.20% at ₹359.15
- Saregama India Ltd.20% at ₹605.05
Removed
- Laxmi Organic Industries Ltd.+1.03% entry → exit
- Just Dial Ltd.−7.89% entry → exit
- FDC Ltd.−1.80% entry → exit
- Ceat Ltd.+10.95% entry → exit
- Balrampur Chini Mills Ltd.+12.86% entry → exit
4 Sept 20243 in · 2 out · 2 reweighted
Added
- Laxmi Organic Industries Ltd.20% at ₹287.35
- Just Dial Ltd.20% at ₹1,264.00
- Ceat Ltd.20% at ₹2,848.55
Removed
- Sunteck Realty Ltd.−10.89% entry → exit
- Vijaya Diagnostic Centre Ltd.−2.01% entry → exit
Reweighted
- FDC Ltd.25% → 20%
- Balrampur Chini Mills Ltd.25% → 20%
23 Aug 20244 in
Added
- Sunteck Realty Ltd.25% at ₹625.25
- Vijaya Diagnostic Centre Ltd.25% at ₹917.20
- Balrampur Chini Mills Ltd.25% at ₹564.55
- FDC Ltd.25% at ₹535.00

Dates are as recorded by the source. "Entry → exit" is a stock's price change from when it was added to when it was removed.

About this data

Last refreshed 5 Oct 2026, 1:21 am IST

Holdings · Complete

All 5 current stocks returned by the source

NAV history · Partial

515 daily values. The source doesn't confirm this is every trading day since launch

Rebalance history · Partial

17 rebalances returned. The source doesn't confirm the list is complete

The series is the normalized investment-account chart from Starfolio, starting at 100 on 5 Sept 2024. It is not the basket model backtest, cash profit or independently verified XIRR. Treatment of cash flows, fees and dividends is not verified. How every number is calculated.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2024	·	·	·	·	·	·	·	·	+0.80	−4.19	−0.26	−2.73	−6.30%
2025	+2.63	−4.43	+24.94	+1.80	+3.21	+7.21	−1.06	+1.22	+2.82	+2.61	−3.91	+1.65	+42.47%
2026	+1.73	+4.65	−2.59	+12.46	+0.03	+1.32	−1.24	+2.37	+2.02	−1.71	·	·	+19.84%

One basket, tracked openly.

Sectors

My journey

How it's built

The catch: tax and charges

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