Walk-forward out-of-sample backtest from Feb 2015 to Apr 2026; live since May 2026.
All returns include 10 bps round-trip slippage. 11.4 years · 150,947 trades · 21 walk-forward windows.
| Year | EFP Wealth | NIFTY LargeMidcap 250 | NIFTY 50 | vs N250 | vs NIFTY 50 |
|---|---|---|---|---|---|
| 2016 | +6.6% | +4.7% | +3.0% | +1.9% | +3.6% |
| 2017 | +35.5% | +42.4% | +28.6% | -6.9% | +6.9% |
| 2018 | -5.4% | -6.2% | +3.2% | +0.8% | -8.6% |
| 2019 | +19.6% | +4.9% | +12.0% | +14.7% | +7.6% |
| 2020 | +17.6% | +19.7% | +14.9% | -2.1% | +2.7% |
| 2021 | +55.2% | +35.7% | +24.1% | +19.5% | +31.1% |
| 2022 | +18.0% | +3.4% | +4.3% | +14.6% | +13.7% |
| 2023 | +87.7% | +31.6% | +20.0% | +56.1% | +67.7% |
| 2024 | +52.8% | +17.7% | +8.8% | +35.1% | +44.0% |
| 2025 | +8.1% | +7.3% | +10.5% | +0.8% | -2.4% |
| 2026 | +2.3% | -8.7% | -8.3% | +11.0% | +10.6% |
All results are out-of-sample, walk-forward validated across 21 non-overlapping windows. No in-sample optimization of parameters. Fixed 60/40 equity/gold allocation. Staggered daily rebalancing (21 tranches) with 10% max single-stock weight cap. Survivorship-bias-free constituent data from 96 NSE official monthly snapshots covering 464 unique stocks. 10 bps round-trip slippage applied to all trades. Strategy execution assumes next-day open prices with one-period signal lag. 150,947 total trades across 11.4 years.
SEBI Registration Applied For (via partner firm).
Investment Advisory under SEBI (IA) Regulations, 2013.