Factor investing is a systematic approach that selects stocks based on proven attributes — value, quality, momentum, or low volatility — historically shown to outperform the broader market. Backtesting applies these factors to historical NSE data to simulate how a strategy would have performed across real market cycles, before risking any capital.
Educational backtesting tool to test value, quality & momentum factor strategies on 18+ years of NSE data. Learn systematic investing with accurate Indian tax calculations (LTCG/STCG). Start with 10 free backtests per month, upgrade for unlimited access.
✅ See results in 2 seconds • ✅ 3 pre-built strategies ready • ✅ No signup to try demo
Watch this 10-minute walkthrough covering: How to use the platform • Low Volatility strategy explained • How to interpret backtest results • Live demo with real data
No signup required for demo • See results in 2 seconds
Many investors implement strategies without understanding how they would have performed historically across different market cycles.
Professional-grade backtesting tools are often expensive or require institutional access, limiting retail investor education.
Many backtesting platforms don't account for Indian tax regulations (LTCG/STCG), leading to unrealistic return expectations.
| Feature | BacktestIndia | Typical Options Tools | Typical Algo Platforms | Desktop Software |
|---|---|---|---|---|
| Focus | Long-term equity investing | Options strategies | Day/swing trading | Technical analysis |
| India tax calculations (LTCG/STCG) | ✅ | ❌ | ❌ | ❌ |
| Sequential factor filtering | ✅ | N/A | Basic only | Manual setup |
| Delisted companies data | ✅ | ❌ | ❌ | Extra cost |
| 18+ years NSE data | ✅ | Varies | Limited | Purchased separately |
| Setup required | None - Web-based | Web-based | Account linking | Installation + data feeds |
| Typical pricing | ₹399/mo | ₹500-1,500/mo | Free to ₹1,000/mo | ₹10,000-20,000 one-time |
Based on publicly available information about competing tools as of December 2024
Evidence-based backtesting analysis using 18+ years of NSE data with tax-aware methodology
18.5-year backtest shows low volatility stocks delivered 12.38% CAGR with 20% lower risk than Nifty 50. Includes automatic LTCG/STCG tax calculations.
Sequential factor filtering delivered 14.61% CAGR—beating pure strategies with superior risk-adjusted returns. Highest Sharpe ratio of all approaches tested.
Reddit users said we cherry-picked 2007-2017. We tested 102 different 10-year entry points. Low Volatility beat Nifty in every single period.
Momentum stocks delivered 14.01% CAGR but required surviving -70% drawdowns. Semi-annual rebalancing triggers STCG tax (20%) vs LTCG (12.5%).
All backtests include automatic LTCG/STCG tax calculations, transaction costs, and slippage modeling for realistic Indian market conditions.
Start Free Backtesting →Four simple steps to start learning factor investing
Start with pre-built templates or create custom strategies with 14+ parameters
Set market cap ranges, factors (value, quality, momentum), and rebalancing periods
Simulate your strategy on 18+ years of data with realistic costs and taxes
Study CAGR, volatility, drawdowns, and compare against Nifty 50 benchmark
Everything you need to understand systematic investing through hands-on backtesting
Test strategies across major market cycles: 2008 financial crisis, 2020 COVID crash, bull markets, and everything in between. Data covering NSE-listed stocks from 2006-2025 via EODHD.
Customize market cap ranges, rebalancing frequency, factor filters (PE, PB, ROE, momentum), and weighting schemes. Your strategy, your parameters, your learning.
Includes transaction costs, brokerage, STCG/LTCG tax calculations per 2024 Indian tax laws, and slippage estimation. See real-world impact on returns.
CAGR, volatility, Sharpe ratio, Sortino ratio, maximum drawdown, recovery time, and benchmark comparisons. Professional-grade analytics for education.
Learn academic investing principles: value (PE, PB), quality (ROE, profitability), momentum, low volatility. Test factor combinations historically.
Works on desktop, tablet, mobile. Intuitive design with educational tooltips, comprehensive manual, and responsive support.
10 free backtests/month with pre-built templates • Upgrade for unlimited custom backtests
✅ 7-day money-back guarantee
✅ Cancel anytime, no questions asked
💡 Investment Perspective: Premium pays for itself with just ONE better-informed decision. Avoid a single poor investment or optimize your tax strategy, and you've saved multiples of the subscription cost.
Yes! Free users get 10 backtests per month using our pre-built strategy templates with full access to 18+ years of data. Premium users (₹399/month or ₹3,999/year) get unlimited backtests and can customize all 14+ parameters for full control.
You can simulate how different factor-based investment strategies would have performed historically using 19 years of data covering NSE-listed stocks (Dec 2006-Dec 2025). The tool includes realistic cost modeling, Indian tax calculations (LTCG/STCG), and allows you to customize market cap ranges, rebalancing frequency, and factor combinations for educational learning.
Absolutely not. Backtesting shows what worked historically, but markets change. This is an educational tool to help you understand strategy behavior, drawdowns, and trade-offs. Always do your own research and consult a SEBI-registered adviser before investing real money.
We use 2024 Indian tax rules: 12.5% LTCG (>1 year), 20% STCG (<1 year), with ₹1.25L exemption. We also model transaction costs (0.11% per trade) and slippage (0.05%). Results show both gross and net-of-tax returns for realistic comparison.
Yes, with Premium! You can set market cap ranges, filter by PE/PB/ROE/momentum, combine multiple factors with custom weights, set rebalancing frequency (monthly/quarterly/annual), and much more. Free users can use our pre-built templates (value, quality, momentum strategies).
We are NOT SEBI-registered and do NOT provide investment advice. This is a DIY educational tool exempt under Regulation 3(1)(d) - we provide statistical/historical data only. YOU control all parameters. We make NO recommendations. Consult a SEBI-registered adviser for personalized investment advice.
BacktestIndia uses historical data sourced from EODHD Financial APIs covering NSE-listed stocks from December 2006 to December 2025 — over 18 years of price history. The dataset includes 500+ NSE-listed companies and importantly includes delisted companies to minimize survivorship bias, which inflates backtest results in platforms that only include stocks currently trading.
BacktestIndia automatically applies Indian tax rules per the 2024 Finance Act: Long-Term Capital Gains (LTCG) tax of 12.5% applies to equity gains from holdings held over 1 year, with a ₹1.25 lakh annual exemption. Short-Term Capital Gains (STCG) tax of 20% applies to gains from holdings sold within 1 year. Every rebalancing event is tracked, holding periods are calculated per stock, and both gross and net-of-tax CAGR are shown — making returns directly comparable to your real post-tax experience as an Indian investor.
This sample backtest shows how a low volatility factor strategy performed historically. Results include realistic transaction costs and Indian tax calculations. Want to test your own factor combinations? Start free today.
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