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S&P 500

Thirty US large-caps, picked systematically every month.

Thirty stocks drawn from the S&P 500 universe, ranked monthly by momentum, trend strength, low-volatility and 52-week-high signals — the same playbook proven on Indian markets, applied to US large caps.

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Annual plan: ₹47,990 / yr (save ₹11,998) · 5-year backtested · SEBI-Registered Research Analyst

27.3%
Backtested CAGR Jun 2026
13.30%
S&P 500 · Benchmark CAGR
30
Assets in portfolio
Medium
Risk level
Monthly
Rebalance cycle

30 high-conviction picks from the S&P 500. US large-cap, rules only.

The MindForge S&P 500 strategy selects the top 30 stocks from the 500 largest US-listed companies using a proprietary multi-factor scoring model tuned for efficient US large-cap markets. The portfolio is capped at 4 stocks per GICS sector, held equal-weight, and rebalances monthly. Universe is refreshed from the live S&P 500 constituent list each cycle.

The 5-year backtest delivered 27.3% CAGR vs a 13.30% S&P 500 Index benchmark — a +14.02% annual alpha. The Sharpe ratio of 0.99 reflects strong risk-adjusted returns. Maximum drawdown was -15.3% versus the benchmark — notably shallower than the broader S&P 500's 2022 -25% bear market.

For US-equity exposure. S&P 500 is the world's most-watched index. Factor signals are narrower than in Indian small-cap, but the proprietary model still captures meaningful alpha while smoothing drawdowns through a defensive overlay.
How MindForge S&P 500 stacks up · 5-year CAGR
MindForge S&P 500
27.3%
S&P 500 Index
~13.3%
Average US large-cap MF
~10%
US Treasury 10Y
~4.5%

500-stock universe

Current S&P 500 constituents fetched from the live Wikipedia table each cycle, with GICS sector tags.

Multi-factor scoring

A proprietary factor blend ranks every S&P 500 stock each month. Composition and weighting are MindForge IP, tuned for efficient US large-cap markets.

Equal-weight, sector-capped

Top 30 by composite score, max 4 per GICS sector, held equal-weight (3.33% each). Tech overweight is structural but capped.

USD pricing

Prices and allocations shown in USD. Use platforms like Vested, INDmoney, or IBKR to access these names from India.

5-year backtest results (2021–2026). Simulated performance, not live trading. Past performance is not indicative of future returns. Not investment advice. Currency risk applies for non-USD investors.

Backtest snapshot (5Y)

Portfolio CAGR27.3%
BenchmarkS&P 500 Index
Benchmark CAGR13.30%
Alpha (annual)+14.02%
Sharpe ratio0.99
Max drawdown-15.3%
Beat benchmark~64% of months

Subscription details

Recommended Investment₹1,00,00,000
Monthly₹4,999 / mo
Annual₹47,990 / yr (save ₹11,998)
Portfolio size30 stocks
Backtest results · 2021–2026

Full performance analysis

Performance Summary
S&P 500 performance summary scorecard — key metrics vs benchmark
Growth of $100,000
S&P 500 growth of $100,000 since inception vs benchmark
Rolling 12-Month Returns iTop panel: rolling 1-year CAGR for the strategy vs benchmark. Bottom panel: rolling Sharpe ratio — how much return was earned per unit of risk.
S&P 500 rolling 12-month returns and Sharpe ratio vs benchmark
Drawdown from Peak
S&P 500 drawdown from peak — depth and duration of losses over time
Fund vs Benchmark — Cumulative Returns
S&P 500 cumulative returns vs benchmark since inception

Backtest period: May 2021 → May 2026 · Benchmark: S&P 500 Index · 27.3% CAGR vs 13.30% benchmark · Sharpe 0.99 · Max drawdown -15.3%. Simulated performance, not live trading. Past performance is not indicative of future returns. Currency risk applies for non-USD investors.