Energy Basket vs Allcap
Side-by-side comparison of two RupeeCase strategies. All numbers from a 5-year backtest with all charges deducted. Past performance is not a guarantee.
Thematic satellite · CAGR 35.5%
Energy Basket
Thematic satellite. 10 stocks. Weekly rotation. CAGR 35.51%. Deepest drawdown on the lineup at 39.48%.
vs
Full-equity core · CAGR 48.0%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.02%. Highest Sharpe on the lineup at 1.77.
| Metric | Energy Basket | Allcap | |
|---|---|---|---|
| CAGR (5Y) | 35.51% | → | 48.02% |
| Sharpe ratio | 1.15 | → | 1.77 |
| Sortino ratio | 1.22 | → | 1.71 |
| Calmar ratio | 0.90 | → | 2.12 |
| Max drawdown | 39.48% | → | 22.70% |
| Volatility | 30.57% | → | 23.83% |
| Net return (5Y) | 357.18% | → | 611.24% |
| Min capital | ₹76000 | ← | ₹235000 |
| Stocks held | 10 | 50 | |
| Rebalance cadence | 1 week | 2 weeks | |
| Universe | THEMATIC | ALLCAP | |
| Risk band | Very High | Moderately High | |
| Tier | Thematic satellite | Full-equity core |
The trade-off
- Higher growth: Allcap (CAGR 48.02% vs 35.51%)
- Better risk-adjusted return: Allcap (Sharpe 1.77 vs 1.15)
- Shallower drawdown: Allcap (Max DD 22.70% vs 39.48%)
- Lower entry: Energy Basket (₹76000 vs ₹235000)
Holdings overlap
5 stocks held by both · 10% overlap by name count
Shared: ADANIPOWERADANIGREENTHERMAXADANIENSOLGVT&D
Only in Energy Basket: ABBJPPOWERBHELRPOWERSUZLON
Only in Allcap: STLTECHQPOWERCUPIDKRNWEBELSOLARLLOYDSMEPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDTDPOWERSYSKSBATHERENERGHINDCOPPERTHANGAMAYLACUTAASACMESOLARKIRLOSENGSANSERAMCX +25 more