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
Portfolio Return
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since inception
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
18 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 · SEBI INH000017736
Key Metrics
Performance Summary
Charts
Visual Analytics
Portfolio vs Nifty 400 Benchmark
Monthly cumulative returns since inception · Update via Google Sheet → Performance tab
📋 How to add real data: Open your Google Sheet → go to 📉 Performance tab → fill in monthly Portfolio Return % and Nifty 400 % columns.
Dashboard will auto-read and plot the real chart. Nifty 400 data: niftyindices.com
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
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
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
Investment Research
Company deep-dives · Sector notes · Rebalancing reports · Linked to Google Drive
Research Notes
Latest Reports
Portfolio Thesis
Why Alpha Leap
Alpha Leap is a high-conviction Small & Mid Cap model portfolio built on rigorous bottom-up fundamental research. We focus on businesses with durable competitive advantages, strong balance sheets, and management teams with skin in the game. Our portfolio is concentrated — 18 stocks — because we only invest when we have high conviction.
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 Investment Adviser — INH000017736.
INVESTACE CAPITAL · PERSONALISED
My Portfolio
Your actual P&L using real NSE closing prices · 5% equal weight per stock
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