RupeeCase Nifty 10 vs Focused Largecap 20
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
Conservative core · CAGR 27.4%
Focused Largecap 20
20 stocks. Nifty 100. 4-week rotation. CAGR 27.40%. Cost 13% of gross, lowest on the lineup.
| Metric | RupeeCase Nifty 10 | Focused Largecap 20 | |
|---|---|---|---|
| CAGR (5Y) | 13.97% | → | 27.40% |
| Sharpe ratio | 0.83 | → | 1.24 |
| Sortino ratio | 0.78 | → | 1.21 |
| Calmar ratio | 0.59 | → | 1.01 |
| Max drawdown | 23.47% | ← | 27.23% |
| Volatility | 17.71% | ← | 21.35% |
| Net return (5Y) | 92.31% | → | 235.82% |
| Min capital | ₹24000 | ← | ₹92000 |
| Stocks held | 10 | 20 | |
| Rebalance cadence | 4 weeks | 4 weeks | |
| Universe | EQUITY | EQUITY | |
| Risk band | Moderately High | Moderately High | |
| Tier | Starter | Conservative core |
The trade-off
- Higher growth: Focused Largecap 20 (CAGR 27.40% vs 13.97%)
- Better risk-adjusted return: Focused Largecap 20 (Sharpe 1.24 vs 0.83)
- Shallower drawdown: RupeeCase Nifty 10 (Max DD 23.47% vs 27.23%)
- Lower entry: RupeeCase Nifty 10 (₹24000 vs ₹92000)
Holdings overlap
5 stocks held by both · 25% overlap by name count
Shared: HINDALCOSHRIRAMFINTATASTEELADANIPORTSONGC
Only in RupeeCase Nifty 10: AXISBANKNTPCADANIENTSBINPOWERGRID
Only in Focused Largecap 20: ADANIPOWERADANIGREENADANIENSOLVEDLDMARTSIEMENSPFCHINDZINCJINDALSTELCGPOWERUNIONBANKTITANLTTRENTVBL