💰 MF Screener & Momentum
Screener
Allocation
Backtest
Single
Plan
Reference
Asset class
All
Equity
Equity (excl. Sectoral)
Sectoral/Thematic
Debt
Hybrid
Index
Solution
FoF
Commodity
Min AUM (Cr)
Returns as of
Run
Select all
Clear all
Loading categories…
Run the screener.
Asset class
Sectoral/Thematic
Equity
Equity (excl. Sectoral)
Debt
Hybrid
Index
All
Min AUM (Cr)
Momentum lookback
1M
3M
6M
1Y
Funds per category
Compute
Universe & window
Asset class
Sectoral/Thematic
Equity
Equity (excl. Sectoral)
Debt
Hybrid
Index
All
Min AUM (Cr)
From
To
Ranking & cadence
Rank lookback (months)
Top funds
Rebalance
3M
1M
3M
6M
1Y
Allocation
Equal
AUM-weighted
Execution lag
Lag
Entry (buy late)
Exit lead (sell early)
Momentum gate
Momentum gate
None
+3M
+1M
+2M
+3M
+6M
+1Y
Gate min %
Book-level floor
Book tuning & cash
Hold buffer %
Fill weaker slots
Fixed share (rest in cash)
Cash → debt
Overlay (optional)
Overlay
Base equity %
Trend sens
Stop-loss (portfolio)
Stop-loss
Off
5%
10%
15%
20%
Ref
Entry
Peak
Check
Daily
Weekly
Monthly
portfolio-level: the EQUITY portion exits to the debt sleeve when it falls sl% below entry/peak
Backtest
Loading categories…
Run combinations (admin)
Run combinations
Yearly returns
Monthly returns
Holdings history
Equity leg
Mode
EMA switch (vs debt)
Buy & hold
Source
Tradepro stock/index
Mutual fund
Symbol
Fund
Signal (daily-candle EMAs) — EMA-switch mode only
Rule
Close > EMA (single)
Dual EMA (100/200)
Heikin-Ashi + EMA
HA candles
Daily
Weekly
Monthly
Exit review
Daily
Weekly
Monthly
Crash guard %
Method
Late entry, early exit
Early entry, late exit
Dual EMA: set EMA = slow (200) and Fast EMA = fast (100)
EMA
Fast EMA
Buffer %
Review
Daily
Weekly
Monthly
Trend
Asset
NIFTY
Window, debt leg & hedge
From
To
Debt fund
Cost %/switch
Annual NIFTY put
Premium %
Run backtest
Switches
Yearly returns
Monthly returns
Strategy parameters (defaults = selected config — tweak to experiment)
Universe
Asset class
Equity
Equity (excl. Sectoral)
Sectoral/Thematic
All
Debt
Min AUM (Cr)
Ranking
Rank lookback
Top funds
Momentum gate
Momentum gate
None
+1M
+3M
+6M
Gate min %
Book-level floor
Cadence
Rebalance
1M
3M
6M
1Y
Lag
Entry (buy late)
Exit lead (sell early)
Book tuning
Hold buffer %
Allocation
Equal
AUM-weighted
Fill slots
Fixed share
Use current data (rank as of today, not the last scheduled rebalance)
Portfolio
Total capital ₹
Cash ₹
Overlay & sleeve
Base equity %
Trend sensitivity
Debt sleeve
Generate plan
Current MFs — pick a fund and its amount (₹)
+ Add fund
Parameter guide
Key picks
Current results (calendar-anchored grid)
✕ Close
Quarterly returns — last
8
12
16
all
quarters
(return + worst intra-quarter drawdown)
Yearly returns
(bar = return, red bar below = max drawdown within the year)