02 /Portfolio · what-if
Move a weight, see the book move.
A scratch copy of the 31 Jul 2026 weights. Change any position or scale a sector and watch sector mix, cap mix, concentration, forward P/E and macro betas change against the current book. Nothing here is saved or published.
Weights · edit any cell
Named 86.2% · undisclosed 5.4% · cash 8.4%
Quick movesAutomobileBankingBuilding MaterialsChemicalsFMCGHealthCareIndustrialsInfo Tech
| Name | Sector | Cap | Now | What-if | Δ pp |
|---|---|---|---|---|---|
| ICICI Bank | Banking | Large | 7.00 | · | |
| Axis Bank | Banking | Large | 6.00 | · | |
| State Bank of India | Banking | Large | 4.00 | · | |
| Bharti Airtel | Telecom | Large | 4.00 | · | |
| Bajaj Finance | NBFC | Large | 3.50 | · | |
| Shriram Finance | NBFC | Large | 3.50 | · | |
| Hindustan Unilever | FMCG | Large | 3.30 | · | |
| Trent | FMCG | Large | 3.10 | · | |
| ICICI Lombard General Insurance | Insurance | Mid | 3.10 | · | |
| Max Financial Services | Insurance | Mid | 2.90 | · | |
| UltraTech Cement | Building Materials | Large | 2.80 | · | |
| InterGlobe Aviation | Misc | Large | 2.70 | · | |
| Glenmark Pharmaceuticals | HealthCare | Mid | 2.40 | · | |
| Kaynes Technology India | Info Tech | Small | 2.40 | · | |
| Larsen & Toubro | Industrials | Large | 2.40 | · | |
| Dalmia Bharat | Building Materials | Mid | 2.40 | · | |
| IDFC First Bank | Banking | Mid | 2.30 | · | |
| One 97 Communications | Info Tech | Mid | 2.20 | · | |
| Vedanta Aluminium Metal | Materials | Large | 2.20 | · | |
| Ramkrishna Forgings | Automobile | Small | 2.10 | · | |
| Britannia Industries | FMCG | Large | 2.00 | · | |
| HDFC Bank | Banking | Large | 1.80 | · | |
| Aurobindo Pharma | HealthCare | Mid | 1.60 | · | |
| Bajaj Auto | Automobile | Large | 1.60 | · | |
| PVR Inox | Media | Small | 1.50 | · | |
| Avenue Supermarts | Retail | Large | 1.30 | · | |
| Indegene | Info Tech | Small | 1.20 | · | |
| Campus Activewear | Retail | Small | 1.20 | · | |
| SBI Life Insurance Company | Insurance | Large | 1.10 | · | |
| Varun Beverages | FMCG | Large | 1.00 | · | |
| Astral | Industrials | Mid | 1.00 | · | |
| Chambal Fertilisers | Chemicals | Small | 0.90 | · | |
| Medplus Health Services | HealthCare | Small | 0.80 | · | |
| Indo-MIM | Industrials | Mid | 0.80 | · | |
| Varroc Engineering | Automobile | Small | 0.80 | · | |
| Granules India | HealthCare | Small | 0.70 | · | |
| Infosys | Info Tech | Large | 0.70 | · | |
| Dr Reddy's Laboratories | HealthCare | Large | 0.70 | · | |
| Archean Chemical Industries | Chemicals | Small | 0.60 | · | |
| Dilip Buildcon | Industrials | Small | 0.60 | · |
What-if book vs now · 0 names changed
Top 10
40.4%
now 40.4% · ·
Top 5
24.5%
now 24.5% · ·
Top 1
7.0%
now 7.0% · ·
Cash
8.4%
now 8.4% · ·
Fwd P/E FY27E (harmonic)
30.4x
now 30.4x · 83% covered
Names ≥ 1%
31
effective N 28 (now 28)
β · Nifty 500
1.00
now 1.00 · ·
β · Brent crude
-0.00
now -0.00 · ·
Sector mix · what-if vs now vs published (August 2026)
| Sector | What-if | Now | Δ pp | Factsheet |
|---|---|---|---|---|
| Banking | 21.1% | 21.1% | · | 22.1% |
| FMCG | 9.4% | 9.4% | · | 8.8% |
| Insurance | 7.1% | 7.1% | · | 7.5% |
| NBFC | 7.0% | 7.0% | · | 7.1% |
| Info Tech | 6.5% | 6.5% | · | 8.0% |
| HealthCare | 6.2% | 6.2% | · | 7.3% |
| Building Materials | 5.2% | 5.2% | · | 6.9% |
| Industrials | 4.8% | 4.8% | · | 4.2% |
| Automobile | 4.5% | 4.5% | · | 3.6% |
| Telecom | 4.0% | 4.0% | · | 3.8% |
| Misc | 2.7% | 2.7% | · | — |
| Retail | 2.5% | 2.5% | · | — |
| Materials | 2.2% | 2.2% | · | — |
| Media | 1.5% | 1.5% | · | — |
| Chemicals | 1.5% | 1.5% | · | — |
Market cap
| Bucket | What-if | Now |
|---|---|---|
| Large | 54.7% | 54.7% |
| Mid | 18.7% | 18.7% |
| Small | 12.8% | 12.8% |
Buckets from NSE index membership (Nifty 100 = large, Midcap 150 = mid), not the factsheet's SEBI table.
Macro betas · weighted
| Factor | What-if | Now |
|---|---|---|
| Nifty 500 | 1.00 | 1.00 |
| Brent crude | -0.00 | -0.00 |
| USD/INR | 0.58 | 0.58 |
| US 10-year yield | -0.01 | -0.01 |
| India VIX | -0.01 | -0.01 |
Monthly OLS betas per name from Macro → book, weight-averaged over named positions.
Construct
Core49.9%(now 49.9%)Turnaround10.2%(now 10.2%)Cyclical9.9%(now 9.9%)—8.6%(now 8.6%)Value7.6%(now 7.6%)
NoteSizing, not forecasting. Forward P/E uses the July sheet's FY27E multiples per name (harmonic mean, positive earnings only). Betas are the monthly OLS estimates. The sandbox does not re-estimate anything; it re-weights what the research already states.