Demo · All algos, performance figures and trades are simulated to illustrate Lantern by Fintrens. Nothing here is investment advice.
FintrensLantern Demo
by Northbeam Capital ✓

Dividend Rotator Equity

Quarterly rotation into high-quality, high-dividend-yield stocks with low leverage, held in equal weight.

IndiaDirectionalFactor RotationNSE · NIFTY 500 universeCash EquityPositional (quarterly)Low risk◻ White box
1Y return
+2.5%
CAGR
+7.5%
Max drawdown
-11.3%
Sharpe
0.12
Win rate
63.0%
Subscribers
500500 slots left

Overview

Backtested Oct 23 – Sep 26 on the maximum allocation of ₹25,00,000, against the NIFTY 50.

1M-3.35%
3M-5.49%
6M+0.69%
1Y+2.49%
Max+24.31%
Dividend Rotator Equity equity curve vs benchmark93117141165189StartMar 24Sep 24Mar 25Sep 25Mar 26Sep 26Dividend Rotator EquityNIFTY 50 (benchmark)
  • Dividend Rotator Equity
  • NIFTY 50 (benchmark)

Characteristics

Market
India
Brokers
Angel One or Zerodha
Trading hours
09:15–15:30 IST, Monday to Friday
Operates on
NSE
Built on
NIFTY 500 universe
Segment
Cash Equity
Holding period
Positional (quarterly)
Favourable in
All market conditions; best in sideways markets
Logic
White box

Performance

Returns on the maximum allocation, by period and by month.

Returns by period

PeriodProfitReturn
1 month-₹83,750-3.35%
3 months-₹1,37,242-5.49%
6 months₹17,131+0.69%
1 year₹62,269+2.49%
3 years₹6,07,836+24.31%
All time₹6,07,836+24.31%

Return profile

Cumulative return
+24.31%
CAGR
+7.52%
Avg. up month
+3.34%
Avg. down month
-2.03%

Monthly returns

-4%7%Oct 23: 6.53%Nov 23: -0.92%Dec 23: -1.06%Jan 24: 4.83%Feb 24: -1.42%Mar 24: -2.17%Apr 24: -1.49%May 24: -2.95%Jun 24: -3.75%Jul 24: 2.51%Aug 24: 5.33%Sep 24: -0.23%Oct 24: 2.4%Nov 24: -1.03%Dec 24: 5.62%Jan 25: 0.9%Feb 25: 2.08%Mar 25: 3.96%Apr 25: 3.75%May 25: -2.71%Jun 25: -1.43%Jul 25: -1.73%Aug 25: -2.03%Sep 25: 5.56%Oct 25: 1.63%Nov 25: -0.6%Dec 25: 1.69%Jan 26: -4.43%Feb 26: -1.15%Mar 26: 4.89%Apr 26: 2.82%May 26: 2.82%Jun 26: 0.77%Jul 26: -4.15%Aug 26: 2.02%Sep 26: -3.35%Oct 23Apr 24Oct 24Apr 25Oct 25Apr 26

Monthly returns distribution

  • -4.43% to -2.71%6 months
  • -2.17% to -1.42%6 months
  • -1.15% to -0.23%6 months
  • 0.77% to 2.08%6 months
  • 2.4% to 3.96%6 months
  • 4.83% to 6.53%6 months

Drawdowns

How deep and how long the strategy fell from its peaks, and how fast it recovered.

Max drawdown-11.26%Jun 24
Avg. drawdown-4.11%across all months under water
Longest drawdown330 daysJan 24 – Dec 24

Underwater plot

Dividend Rotator Equity underwater plot-12%-9%-6%-3%1%StartMar 24Sep 24Mar 25Sep 25Mar 26Sep 26Drawdown from peak

Worst 5 drawdowns

#DepthPeakTroughRecoveredLengthRecovery
1-11.26%Jan 24Jun 24Dec 24330 days180 days
2-7.67%Apr 25Aug 25Dec 25240 days120 days
3-5.53%Dec 25Feb 26Apr 26120 days60 days
4-5.49%Jun 26Sep 26Ongoing90 days–
5-1.97%Oct 23Dec 23Jan 2490 days30 days

Trade metrics

Trading behaviour, risk, consistency and efficiency in one place.

Trades

Frequency
0.3 trades/week
Success ratio
63.00%
Avg. profit per trade
+5.40%
Avg. loss per trade
-3.00%
Risk : reward
1.80
Stop-loss per trade
10.00%

Risk

Risk level
Low
Avg. drawdown
-4.11%
Max drawdown
-11.26%
Avg. time to recovery
98 days
Max time to recovery
180 days
Annualised volatility
10.79%

Consistency

Win days
54.20%
Win months
50.00%
Win quarters
66.67%
Max consecutive wins
8 trades
Max consecutive losses
3 trades
Max consecutive winning months
5

Efficiency

Sharpe
0.12
Sortino
0.19
Calmar
0.67
Alpha
-0.06
Beta to NIFTY 50
0.48

Past trades

Daily profit and loss for any month since Oct 23. Pick a month, then a day to see its trades.

₹0 (0.00%)

Month to date (16 Oct 2026) on the maximum allocation of ₹25,00,000. Select a day to see its trades.

Mon
Tue
Wed
Thu
Fri
1
2
5
6
7
8
9
12
13
14
15
16
19
20
21
22
23
26
27
28
29
30
Trading days
0
Winning days
0
Best day
–
Worst day
–

October 2026

No trades this month.

About Dividend Rotator Equity

Dividend Rotator Equity builds a 20-stock portfolio from the NIFTY 500 ranked by dividend yield, return on equity and balance-sheet strength. It rebalances once a quarter and is designed for investors who want a steady, low-turnover systematic equity strategy rather than active trading.

How it works

  1. Screens for dividend yield above the universe median and positive five-year dividend growth.
  2. Ranks by quality score (ROE, debt/equity, earnings stability).
  3. Holds the top 20 in equal weight; rebalances quarterly.
  4. Exits any stock that cuts its dividend or breaches a 10% stop.

White-box strategy: the provider discloses the rules above so you can judge the logic as well as the track record.

Risk notes

Lowest volatility algo on the marketplace, but returns are also moderate and can lag in strong growth-led rallies.

Combine with other algos

Correlation of monthly returns between Dividend Rotator Equity and other algos. Low or negative correlation means they tend not to draw down at the same time, which steadies a portfolio.

AlgoCorrelation1YMax DDCombined max DD (50/50)
Convex Credit Spread Overnight0.23+27.4%-43.1%-22.0%Combine
Delta-Rotation Credit Spread Expiry0.26+27.0%-14.3%-9.9%Combine
Momentum Pulse Equity0.62+13.1%-16.7%-10.9%Combine
Mean Reversion NIFTY Intraday-0.07+50.9%-7.8%-4.1%Combine
Calm Harbour Iron Condor Weekly0.31+9.1%-4.4%-4.0%Combine
Trend Rider BANKNIFTY Futures0.28+14.2%-27.5%-18.0%Combine
Volatility Harvest Straddle-0.11+51.5%-17.3%-9.0%Combine
Gold Carry MCX0.30+23.3%-7.9%-7.3%Combine
US Large-Cap Momentum-0.16+19.7%-11.3%-6.5%Combine
QQQ Trend Switch-0.08+13.5%-8.4%-6.2%Combine
SPX Weekly Put Spread-0.12+22.2%-8.8%-4.0%Combine
Bitcoin Trend 4H0.07+54.9%-26.4%-15.2%Combine
ETH–BTC Rotation-0.03+51.5%-27.8%-11.3%Combine
Open combine tool

Frequently asked questions

Is it suitable for a first-time algo subscriber?

Yes. It has the lowest minimum capital, lowest risk rating and lowest turnover on Lantern.

How do I subscribe to Dividend Rotator Equity?

Choose a plan on the pricing page, link your broker account, set your allocation (minimum ₹50,000) and the algo starts placing orders from the next session. You pay ₹299 per month plus 10% of net monthly profit above the high-water mark.

Explore similar algos

Momentum Pulse Equity

Buys the strongest 12-week momentum names in the NIFTY 200 and rotates monthly, with a trailing stop on every position.

Min capital
₹2,00,000
1Y return
+13.1%
Risk
Moderate

Convex Credit Spread Overnight

Sells NIFTY put or call spreads when option-surface curvature signals a convexity reversal, holding positions overnight to capture theta and skew normalisation.

Min capital
₹1,00,000
1Y return
+27.4%
Risk
Very High

Delta-Rotation Credit Spread Expiry

Rotates short credit spreads across deltas on NIFTY expiry day, squaring off before close to avoid overnight exposure.

Min capital
₹1,00,000
1Y return
+27.0%
Risk
High

Mean Reversion NIFTY Intraday

Fades intraday extremes in NIFTY futures using VWAP bands and order-flow confirmation, flat by close every day.

Min capital
₹1,50,000
1Y return
+50.9%
Risk
High
Important disclosure. Past performance, including back-tested returns, does not guarantee future results. Algorithmic trading strategies are exposed to market risk and can undergo periods of drawdown. Returns are subject to slippage, which depends on market conditions, the traded instrument and its liquidity. In accordance with exchange regulations, algorithmic strategies place LIMIT orders only, so execution is not guaranteed. Trades on the same instrument across multiple algos or manual orders may conflict. Performance figures and risk disclosures of listed algos are independently verified before listing. This demo uses simulated data.
0 of 5Compare