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Portfolio
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India MF · Basket Backtester · Daily Log
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🎯
Portfolio
Suite
India MF · Basket Backtester · Daily Log · Rolling Returns · Rebalancing
🧛 Basket Backtester
📊 Daily Log & Rebalancing
📦 Saved Baskets
0
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🗑 Clear My Data
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📦 Saved Baskets
0 saved
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All
🧛 Basket
📊 Daily Log
📦
No saved baskets yet.
Run a backtest, then click
💾 Save Basket
in the results area.
💾 Save Basket & Results
BASKET
Saves your fund basket, weights, config, and all result KPIs for quick reference and re-running.
Cancel
💾 Save Basket
Dashboard 1 — Portfolio Basket Backtester
Build · Weight · Backtest · Rolling Returns · Export CSV
1
Build Your Portfolio Basket (up to 15 funds)
All Funds
Equity
Index / ETF
Hybrid / BAF
Debt
Gold / Silver
Liquid
🔍
Fund
Weight (%)
Allocation Bar
+ Search and add funds above to build your basket
2
Configure Backtest
Strategy
SIP (Monthly)
Lumpsum
Amount (₹)
Start Date
End Date
⚡ Run Portfolio Backtest
Loading...
Portfolio Analysis
💾 Save Basket
⬇ Export CSV
📈 Portfolio Growth
🏈 Allocation
📉 Drawdown
from peak
📅 Calendar Year Returns
🏢 Individual Fund Performance
🔄 Portfolio Rolling Returns
· daily sampling · within selected date range
1Y
3Y
5Y
7Y
10Y
📋 Rolling Returns Summary — All Periods
1Y Rolling Returns
Consistency = % of rolling windows landing in each return band
SCHEME
RETURN %
RETURN CONSISTENCY (% OF TIMES)
LATEST
AVERAGE
MEDIAN
MAXIMUM
MINIMUM
< 0%
0% – 8%
8% – 12%
12% – 15%
15% – 20%
> 20%
Run backtest to see portfolio rolling breakdown
Dashboard 2 — Daily Log Backtester
Daily Valuation · Rebalancing Engine · Drift Detection · CSV + PDF Export
1
Select Schemes by Category (Equity · Debt · Commodity)
▴ Equity
📇 Debt
🎉 Commodity
🔍 All Funds
🔍
Add funds above. You can mix Equity, Debt and Commodity funds freely.
0%
No funds added yet
⚖ Equal Weight
🗑 Clear All
2
Configure Backtest Period & Rebalancing
Strategy
Lumpsum (One-time)
SIP (Monthly)
Investment Amount (₹)
Start Date
End Date
⚖ Rebalancing
Quarterly (Mar/Jun/Sep/Dec end)
Drift Threshold:
% deviation triggers rebalance
Disable both to run without rebalancing
⚡ Run Backtest & Generate Daily Log
Loading fund data...
Portfolio Backtest Results
💾 Save Basket
↓ Download CSV
↓ Rebalancing CSV
↓ PDF Report
📈 Portfolio Daily Value
◕ Allocation
📉 Drawdown from Peak
📅 Calendar Year Returns
⚖ Rebalancing Events Log
Q Quarterly
D Drift
↓ Download Rebalancing CSV
#
Date
Trigger
Fund
Action
Before Alloc%
After Alloc%
Target%
Units Changed
Portfolio Value (₹)
📋 Daily Portfolio Log
↓ CSV
↓ PDF
All Years
#
Date
Rebalanced
Portfolio Value (₹)
Daily Change (₹)
Daily Change (%)
Total Return (%)
Drawdown (%)