Investace Capital
Portfolio Overview
Small & Mid Cap · High Conviction · Nifty 400 Benchmark · Inception: 29 Jul 2025
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Total Holdings
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high conviction stocks
In Green 📈
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outperforming cost
Model Return
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equal weight · incl. exits
Sectors
10
well diversified
Strategy
Sm·Mid Cap
High Conviction
Sector Allocation
Portfolio weight by sector
Top 5 Holdings
By portfolio weight (excl. Liquid ETF)
Portfolio Snapshot
All Holdings at a Glance
High conviction stocks
| # | Company | Sector | Return % | Weight | Today | |
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Investace Capital
Portfolio Positions
18 holdings · Live prices via GOOGLEFINANCE · Auto-updated every 15 minutes
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Total Stocks
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active positions
Portfolio Return
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since inception
In Green 📈
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outperforming
Best Performer
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Sectors
10
diversified
Portfolio Builder
Enter your investment amount — get a personalised buy sheet with exact quantities
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Holdings Register
All Positions
15 stocks
| # | Company | Sector | Weight % | CMP ₹ | Return % | Today % |
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Investace Capital
Performance Analytics
Since Inception 29 Jul 2025 · Benchmark: Nifty 400 TRI · SEBI INH000017736
Key Metrics
Performance Summary
📋 Performance Methodology. The model portfolio started on 29 Jul 2025 with 17 equal-weight positions (~5.9% each). The headline return is the equal-weighted average of all positions — including any stocks exited during the period — so realised losses stay in the record. Returns are price-based, not AUM-weighted. Benchmark: Nifty 400 TRI (sourced from Angel One SmartAPI). Alpha = Portfolio Return − Nifty 400 TRI.
Charts
Visual Analytics
Portfolio vs Nifty 400 TRI Benchmark
Monthly cumulative returns since inception · Auto-updated via API
📋 Nifty 400 TRI is fetched from Angel One SmartAPI and cached in your Google Sheet, with Yahoo Finance as a fallback. The Performance tab auto-updates daily. The Performance tab auto-updates daily.
Top Performers
Stocks with highest unrealised return
Underperformers
Stocks currently below buy price
Sector-wise P&L
Unrealised return % grouped by sector
Holdings Detail
Full Performance Table
| # | Company | Sector | CMP ₹ | Return % | Weight % | Today % |
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Investace Capital
Rebalancing Dashboard
Quarterly rebalance cycle · Current vs Target allocation monitoring · SEBI Audit Trail
On Track
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sectors in range
Overweight
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above target
Underweight
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below target
Next Rebalance
Q2 FY26
Jul–Sep 2026
Rebalance Freq
Quarterly
last: inception
Action Required
Latest Rebalance
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📣 A rebalance has been published. Review the changes below and apply them in one tap. Your shares stay in your own demat — you confirm every order.
| Company | Symbol | Action | Qty Changed |
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Allocation Monitor
Current vs Target
Deviation threshold ±3%
| # | Sector | Current % | Target % | Deviation | Status |
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Allocation Drift
Current vs Target weight by sector
Exited Positions
Closed Trades — Full Disclosure
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| Stock | Entry | Exit | Held | Entry ₹ | Exit ₹ | Realised % | Reason |
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No exited positions recorded Add them to the 📤 Exits tab in your Google Sheet — losers are kept on the record for full transparency. | |||||||
Trade Log
Rebalance History
No rebalancing actions yet
All portfolio changes will be logged here with date, rationale and approval for SEBI compliance.
Inception: 29 Jul 2025 · First rebalance: Q1 FY26
Investace Capital · Equity Research
Research Reports
Company deep-dives underpinning the model portfolio · Full PDF reports hosted on Google Drive
Equity Research
Company Reports
Portfolio Thesis
Research Philosophy
Our model portfolio is built on rigorous bottom-up fundamental research across Small and Mid Caps. We focus on businesses with durable competitive advantages, strong balance sheets, and management teams with skin in the game. The portfolio is deliberately concentrated, because we only invest when conviction is high.
Our Edge
We are patient capital. Our holding period is 2–3 years and we rarely trade. Quarterly rebalancing keeps us disciplined. Every stock has a published thesis with entry rationale, target price and exit criteria. SEBI Registered Research Analyst — INH000017736.
INVESTACE CAPITAL · PERSONALISED
My Holdings
Tell us what you hold once. We compute exactly what to buy or sell on each rebalance — no rebuying your whole portfolio.
How this works: enter your investment corpus and the stocks you currently hold. When a rebalance is published, this page builds a basket of only the changes that apply to you — sells for exits, buys for additions scaled to your capital — and lets you execute it on Kite in one tap. Your holdings are saved on this device.
Step 1
Your Investment Corpus
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New here? Enter your corpus and tap "Build model for my corpus" — we size each position to your capital using the model's target weights and live prices. Already invested? Just enter the exact quantities you hold below.
Broker
Angel One
Connect your Angel One account to sync your real holdings automatically — quantities, average buy prices and live values flow straight into this page. You log in on Angel One's own page; Investace never sees your password. Sessions last one trading day (an exchange rule), so you may be asked to reconnect in the morning.
Step 2
Your Current Holdings
0 stocks
| NSE Symbol | Quantity | — |
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Tip: update these after you trade so future rebalances stay accurate.
saved ✓
Add Funds
Invest More (Lump Sum)
Adding money today? Enter the amount and we'll direct it at the holdings you're most underweight on right now, pulling your portfolio toward the current model weights. You buy only what's needed, then execute on Kite in one tap.
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