Arjun Mehta
Demo CAS exampleConcentrated value investor. 12 years, 3 drawdowns, 0 diworsification.
Fictional preview · no real followers
Read-only research, not copy trading
- Fictional identity and portfolio.
- Illustrative performance only.
- Cannot be followed or purchased.
- Not investment advice.
Example trust score
60
Review closely
Demo score based on verification status, returns, drawdown, volatility, consistency, and published holdings.
Evidence breakdown
How the example score works
60/100
Demo profile — not a verified live creator.
CAGR 21.4% with alpha 6.8%.
Max drawdown -31.2% and volatility 18.9%.
Win rate 64% and XIRR 23.1%.
5 published holdings are available for inspection.
Evidence status
Fictional preview, not verified evidence.
Verification date
Not applicable
Source type
Illustrative CAS workflow
Last updated
2026-06-20
Conviction alerts
Only major allocation changes, new stocks, full exits, or top-conviction shifts.
Arjun opened COALINDIA at 9.3%. New commodity conviction added.
Arjun increased ITC from 9.2% to 14.7%. It moved into his top 3 holdings.
Arjun fully exited WIPRO after margins kept slipping.
CAGR
+21.4%
XIRR
+23.1%
Alpha
+6.8%
Max drawdown
-31.2%
Volatility
18.9%
Win rate
64%
Performance evidence
Portfolio growth vs. Nifty 50
Illustrative performance only. These values are not returns earned by a real person.
Indexed to 100
Current holdings
| Ticker | Allocation | Since | Return |
|---|---|---|---|
| HDFCBANK | 22.4% | 2021-03-11 | +39.2% |
| INFY | 18.1% | 2020-11-02 | +12.8% |
| ITC | 14.7% | 2019-06-18 | +108.6% |
| COALINDIA | 9.3% | 2022-01-24 | +155.2% |
| TATASTEEL | 8% | 2022-08-05 | +44.9% |
Portfolio replay
- 2026-06-20Conviction alert
New position COALINDIA 0% to 9.3%
Arjun opened COALINDIA at 9.3%. New commodity conviction added.
- 2026-04-11Conviction alert
Added ITC 9.2% to 14.7%
Arjun increased ITC from 9.2% to 14.7%. It moved into his top 3 holdings.
- 2026-02-03Conviction alert
Full exit WIPRO 5.5% to 0%
Arjun fully exited WIPRO after margins kept slipping.
Audit trail
Every published holding and replay event is tied to an evidence tier. Demo records are explicitly labeled until a CAS or read-only source review is complete.
Change log
Conviction alerts show major additions, reductions, exits, and top-holding changes so users can see behavior over time.
Risk explanation
Drawdown, volatility, concentration, and benchmark comparison are shown beside returns because performance without risk context is incomplete.