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Portfolio Health Score — Methodology

The Health Score is a composite 0–100 score computed across 7 independent dimensions of portfolio quality. Each dimension is scored 0–100, and the overall score is the simple mean of all 7 dimension scores.

Overall Formula

Health Score = (D₁ + D₂ + D₃ + D₄ + D₅ + D₆ + D₇) ÷ 7

where D₁–D₇ are the 7 dimension scores, each independently normalised to 0–100.

Grade Scale

A

85–100

Excellent

A−

75–84

Very Good

B+

65–74

Good

B

55–64

Satisfactory

C+

45–54

Needs Work

C

35–44

Weak

D

0–34

At Risk

The 7 Dimensions

Dimension 1

Risk-Adjusted Return

Metric used

Sharpe Ratio

Formula

Sharpe = (Portfolio Return − Risk-Free Rate) ÷ Portfolio Volatility

Score Bands

ConditionScoreLabel
Sharpe ≥ 1.590–100Excellent
Sharpe 1.2–1.575–89Good
Sharpe 1.0–1.260–74Acceptable
Sharpe 0.5–1.030–59Below average
Sharpe < 0.50–29Poor

Why this matters

Measures how much excess return you earn per unit of risk taken. A Sharpe of 1.0 means you earn 1% extra return for every 1% of volatility — the minimum acceptable standard for an Indian equity portfolio.

Dimension 2

Diversification

Metric used

Sector Count

Formula

Score = min(sector_count ÷ 7, 1) × 100

Score Bands

ConditionScoreLabel
7+ sectors100Excellent
5–6 sectors71–85Good
4 sectors57Moderate
3 sectors43Concentrated
1–2 sectors0–28High risk

Why this matters

Portfolios spread across 7+ sectors (Banking, IT, Pharma, FMCG, Auto, Energy, Infrastructure) have historically shown 20–30% lower volatility than single-sector portfolios during market stress events in India.

Dimension 3

Benchmark Outperformance

Metric used

Jensen's Alpha vs Nifty 50 (3yr)

Formula

Alpha = Portfolio Annual Return − Nifty 50 Annual Return (3-year)

Score Bands

ConditionScoreLabel
Alpha > +4%90–100Strong outperformance
Alpha +2% to +4%70–89Clear outperformance
Alpha 0% to +2%50–69Marginal alpha
Alpha −2% to 0%30–49Slight underperformance
Alpha < −2%0–29Significant lag

Why this matters

After costs and taxes, most actively managed portfolios underperform the Nifty 50. Consistently beating the benchmark by 2%+ over 3 years indicates genuine stock selection skill rather than luck.

Dimension 4

Tax Efficiency

Metric used

Harvestable Tax Savings (STCG + LTCG)

Formula

Tax saved = Unrealised losses eligible for harvesting × applicable tax rate

Score Bands

ConditionScoreLabel
< ₹500 harvestable90Optimised
₹500–₹5,00060Minor opportunity
> ₹5,000 harvestable30Action needed

Why this matters

Leaving tax-loss harvesting opportunities unused is a drag on net returns. STCG tax in India is 20%; LTCG is 12.5% above ₹1.25L. Booking losses before year-end to offset gains is a free improvement to after-tax returns.

Dimension 5

Factor Balance

Metric used

Portfolio Beta

Formula

Score = max(0, 100 − |return × 5| × 50 − |beta − 1| × 50)

Score Bands

ConditionScoreLabel
Beta 0.9–1.170–100Balanced
Beta 1.1–1.250–69Slightly aggressive
Beta > 1.20–49High market sensitivity
Beta < 0.840–60Very defensive

Why this matters

Beta measures sensitivity to Nifty 50 moves. Beta 1.0 = moves exactly with the market. A portfolio with Beta 1.4 falls 14% when the market falls 10% — manageable in bull markets but painful in corrections like Mar 2020.

Dimension 6

Drawdown Management

Metric used

Maximum Drawdown (3-year)

Formula

Score = min(50 + max_drawdown × 250, 100)

Score Bands

ConditionScoreLabel
< −10% drawdown75–100Strong protection
−10% to −20% drawdown50–74Acceptable
−20% to −30% drawdown25–49High drawdown
> −30% drawdown0–24Severe drawdown

Why this matters

Max drawdown is the worst peak-to-trough loss over the lookback period. A −30% drawdown on a ₹10L portfolio means it fell to ₹7L at the worst point — psychologically very hard to hold through, often causing investors to sell at the bottom.

Dimension 7

Position Sizing

Metric used

Largest Single Position Weight

Formula

Largest position weight = max(holding_value ÷ total_portfolio_value)

Score Bands

ConditionScoreLabel
Max position < 12%90Well distributed
Max position 12–18%65Slightly concentrated
Max position > 18%40High concentration

Why this matters

Concentration risk is often overlooked. If a single stock is 35% of your portfolio, a 10% correction in that one stock causes a 3.5% portfolio loss — before other holdings even move. Keeping positions below 12–15% caps idiosyncratic risk.

Disclaimer:Calsify's Health Score is an analytical tool and is not produced by a SEBI-registered Investment Adviser. All scores, grades, and thresholds are illustrative and educational. They do not constitute investment advice, research, or a recommendation to buy, hold, or sell any security. Consult a SEBI-registered adviser before acting on any analysis.

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