RupeeCase Nifty 10 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.
Starter · CAGR 14.0%
RupeeCase Nifty 10
Your first systematic strategy. 10 Nifty 50 names. Monthly rotation. CAGR 13.97%.
vs
Full-equity core · CAGR 48.0%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.02%. Highest Sharpe on the lineup at 1.77.
| Metric | RupeeCase Nifty 10 | Allcap | |
|---|---|---|---|
| CAGR (5Y) | 13.97% | → | 48.02% |
| Sharpe ratio | 0.83 | → | 1.77 |
| Sortino ratio | 0.78 | → | 1.71 |
| Calmar ratio | 0.59 | → | 2.12 |
| Max drawdown | 23.47% | → | 22.70% |
| Volatility | 17.71% | ← | 23.83% |
| Net return (5Y) | 92.31% | → | 611.24% |
| Min capital | ₹24000 | ← | ₹235000 |
| Stocks held | 10 | 50 | |
| Rebalance cadence | 4 weeks | 2 weeks | |
| Universe | EQUITY | ALLCAP | |
| Risk band | Moderately High | Moderately High | |
| Tier | Starter | Full-equity core |
The trade-off
- Higher growth: Allcap (CAGR 48.02% vs 13.97%)
- Better risk-adjusted return: Allcap (Sharpe 1.77 vs 0.83)
- Shallower drawdown: Allcap (Max DD 22.70% vs 23.47%)
- Lower entry: RupeeCase Nifty 10 (₹24000 vs ₹235000)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in RupeeCase Nifty 10: HINDALCOSHRIRAMFINTATASTEELADANIPORTSONGCAXISBANKNTPCADANIENTSBINPOWERGRID
Only in Allcap: STLTECHQPOWERCUPIDKRNADANIPOWERWEBELSOLARLLOYDSMEPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDTHERMAXTDPOWERSYSKSBATHERENERGHINDCOPPERTHANGAMAYLACUTAASACMESOLARKIRLOSENG +30 more