Margins-Based Portfolios Fail To Consistently Outperform the Nifty

Value of ₹100 invested in July 2007 as of September 2024 in the simulation

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Based on quantitative backtests. Universe: Top Quartile of NSE Companies by Market Cap, financials excluded. Backtest period: Since July 2007. Returns are after transaction costs, and are calculated on a pre-tax basis. Dividends reinvested.

Chart: CapitalmindSource: Capitalmind, Dataset: FactSet