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Statement · a sample report

Where the money sits

This is the report one statement gives, drawn for a family that does not exist: ₹76,07,300 across forty shares and ₹1,95,84,000 across twelve schemes, each placed on three pictures. The corners carry the words; the size of a dot is the money. A real report reads a CAS (Consolidated Account Statement) from CAMS, KFintech, NSDL or CDSL, once, and names every holding.

Nothing on this page is a real holding, a real fund or a real figure. Nothing in a real report is a recommendation to buy, sell, switch or hold anything.

Shares: strength, and which way it is going

Across: how the share has done against every other share over the past year. Up: whether that standing has been rising or fading over the last three months. The size of a dot is the money held.

Strong and getting stronger₹21,85,100 · 29% · 15 namesWeak but turning up₹7,52,300 · 10% · 4 namesWeak and getting weaker₹40,72,800 · 54% · 17 namesStrong but fading₹5,97,100 · 8% · 4 namesLogistics 2 · ₹5,50,700Logistics 2Banks 1 · ₹5,15,100Banks 1Chemicals 1 · ₹4,88,100Chemicals 1Auto parts 1 · ₹4,52,900Auto parts 1Pharma 2 · ₹4,45,100Pharma 2Cement 1 · ₹3,66,600Cement 1Textiles 1 · ₹3,37,400Textiles 1Auto parts 2 · ₹3,24,500Auto parts 2Realty 1 · ₹3,17,100Realty 1Retail 1 · ₹2,89,700Retail 1Retail 3 · ₹2,86,300Retail 3Pharma 1 · ₹2,84,600Pharma 1Retail 2 · ₹2,77,700Retail 2Banks 3 · ₹2,76,300Banks 3Engineering 3 · ₹2,53,700Engineering 3Chemicals 2 · ₹2,37,600Chemicals 2Realty 2 · ₹2,15,100Realty 2Metals 2 · ₹2,05,600Metals 2Power 1 · ₹1,63,700Defence 2 · ₹1,33,200Logistics 1 · ₹1,25,200Power 2 · ₹1,24,000Pharma 3 · ₹1,13,400Auto parts 3 · ₹1,04,900Chemicals 3 · ₹82,600FMCG 1 · ₹65,900Textiles 2 · ₹58,700Banks 2 · ₹58,300Defence 1 · ₹56,800IT 1 · ₹55,600IT 3 · ₹50,700FMCG 3 · ₹48,300Power 3 · ₹37,900Engineering 2 · ₹36,100Engineering 1 · ₹32,800Cement 2 · ₹31,200FMCG 2 · ₹29,500Metals 1 · ₹27,100Cement 3 · ₹26,900IT 2 · ₹20,400weaker than most ← standing against the market → stronger than mostfading ← direction → rising

Shares: price, and whether real buyers are behind it

Across: the price trend over the last three months. Up: how much of the trading was actually taken into demat accounts, against the share’s own normal — above it, holders are accumulating; below it, the moves are traders churning.

Rising on real buying₹23,47,400 · 31% · 12 namesFalling, but being accumulated₹18,37,900 · 24% · 10 namesFalling as holders leave₹21,48,600 · 28% · 11 namesRising on churn₹12,73,400 · 17% · 7 namesLogistics 2 · ₹5,50,700Logistics 2Banks 1 · ₹5,15,100Banks 1Chemicals 1 · ₹4,88,100Chemicals 1Auto parts 1 · ₹4,52,900Auto parts 1Pharma 2 · ₹4,45,100Pharma 2Cement 1 · ₹3,66,600Cement 1Textiles 1 · ₹3,37,400Textiles 1Auto parts 2 · ₹3,24,500Auto parts 2Realty 1 · ₹3,17,100Realty 1Retail 1 · ₹2,89,700Retail 1Retail 3 · ₹2,86,300Retail 3Pharma 1 · ₹2,84,600Pharma 1Retail 2 · ₹2,77,700Retail 2Banks 3 · ₹2,76,300Banks 3Engineering 3 · ₹2,53,700Engineering 3Chemicals 2 · ₹2,37,600Chemicals 2Realty 2 · ₹2,15,100Realty 2Metals 2 · ₹2,05,600Metals 2Power 1 · ₹1,63,700Defence 2 · ₹1,33,200Logistics 1 · ₹1,25,200Power 2 · ₹1,24,000Pharma 3 · ₹1,13,400Auto parts 3 · ₹1,04,900Chemicals 3 · ₹82,600FMCG 1 · ₹65,900Textiles 2 · ₹58,700Banks 2 · ₹58,300Defence 1 · ₹56,800IT 1 · ₹55,600IT 3 · ₹50,700FMCG 3 · ₹48,300Power 3 · ₹37,900Engineering 2 · ₹36,100Engineering 1 · ₹32,800Cement 2 · ₹31,200FMCG 2 · ₹29,500Metals 1 · ₹27,100Cement 3 · ₹26,900IT 2 · ₹20,400falling ← three-month price trend → risingbelow its normal ← real buying → above its normal

Funds: what it holds now, and its record

Across: how much of the fund’s portfolio is in shares that are currently strong, placed among funds of the same category. Up: the share of three-year stretches since launch in which the fund beat the typical fund of its category.

Holds what works, proven record₹13,32,000 · 7% · 1 schemesProven record, holds what is not working₹53,53,000 · 27% · 4 schemesUnproven, holds what is not working₹50,77,000 · 26% · 3 schemesHolds what works, unproven record₹78,22,000 · 40% · 4 schemesValue 1 · ₹25,19,000Value 1Flexi cap 1 · ₹24,12,000Flexi cap 1Large cap 2 · ₹23,66,000Large cap 2Contra 1 · ₹21,64,000Contra 1Small cap 1 · ₹18,85,000Small cap 1ELSS 1 · ₹18,18,000ELSS 1Mid cap 1 · ₹13,32,000Mid cap 1Focused 1 · ₹13,19,000Focused 1Multi cap 1 · ₹12,00,000Multi cap 1Large & mid 1 · ₹10,73,000Large & mid 1Large cap 1 · ₹8,26,000Large cap 1Flexi cap 2 · ₹6,70,000Flexi cap 2holds what is not working ← what it holds, among its peers → holds what is workingunproven ← three-year record → proven

The patterns a report calls out

in these words, for every holding in the corner

Weak and getting weaker
17 names, 54% of the shares. The pattern that preceded further falls more often than not in the past; the report lists each with how far it has already fallen and how long names in this corner have typically taken to turn.
Strong but fading
4 names, 8% of the shares. Still ahead of the market, no longer gaining on it. The report says whether real buyers are still behind each.
Falling as holders leave
11 names, 28% of the shares: falling, and the shares traded are not being kept. Distinct from the 10 that are falling while being accumulated, which is where turnarounds have begun.
Proven record, holds what is not working
4 schemes, 27% of the fund money. Managers who have earned their record, holding a book that is not working now. The report says: watch, and shows the better-placed peers in the same category.
Unproven, holds what is not working
3 schemes, 26%. Weak on both counts. For each, the report states the exit load and the tax a switch would cost before it shows a peer.
Regular plans
Every scheme held in a Regular plan, with what it costs each year over the Direct plan of the same scheme, in rupees — the one fund finding that held up across ten years of data.

How the real one works

one upload, one time, one family

A statement is read once, on upload, and the report is drawn from it. The PDF is not kept by Anveshan: the statement itself goes to the family’s wealth register on Lineage , behind its second sign-in check, where the real decisions are made.

One statement, one family. A statement already read under one account is not read again under another; the PAN on the statement is what ties it, and the PAN is kept only as a one-way fingerprint, never as the number.

Every corner of every picture is a pattern: a place the measures put a holding today, read against what holdings in that place did before. The measures themselves are the research programme’s and are not published; the register says what each was tested on and what held.

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