Energy Basket
Thematic satellite. 10 stocks. Weekly rotation. CAGR 35.51%. Deepest drawdown on the lineup at 39.48%.
How It Works
- Step 1 | Universe Start from CNX Energy filtered to stocks priced under ₹20000.
- Step 2 | Rank Score every stock in the universe by a momentum composite (price trend over multiple lookbacks, risk-adjusted). The top names by score become the candidate list.
- Step 3 | Select Hold the top 10 names by score. Equal-weight across the book so no single name dominates.
- Step 4 | Rebalance Every 1 week the model re-runs end-to-end. Names that fall out of the top 10 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Energy Basket vs Nifty 50
Both indexed to 100 on inception. Hover for date-by-date NAV. Range chips to zoom; expand button for full window.
NAV indexed to 100 on inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.
Performance Metrics
| Metric | Energy Basket | Nifty 50 |
|---|---|---|
| CAGR | 35.51% | 10.44% |
| Cumulative Return | 357.18% | 64.36% |
| Sharpe Ratio | 1.15 | 0.78 |
| Max Drawdown | -39.48% | -16.92% |
| Volatility | 30.57% | 14.04% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | Duration (days) |
|---|---|---|---|
| 2022-04-15 | 2022-08-19 | -25.23% | 126 |
| 2022-09-16 | 2023-07-07 | -24.20% | 294 |
| 2021-06-18 | 2021-09-03 | -13.40% | 77 |
| 2024-02-23 | 2024-04-19 | -12.56% | 56 |
| 2022-01-21 | 2022-04-01 | -11.01% | 70 |
Yearly Returns
Sector allocation
2 sectors represented in the equity sleeve. Largest concentration: Power & Utilities at 70.0%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.
Current Holdings
10 positions as of 2026-04-24 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
This is the only thematic satellite card on the lineup. The strategy screens the CNX Energy (Nifty Energy) universe for the top 10 momentum-ranked stocks priced under 20000, holds them equal-weighted at roughly 10 percent each, and rotates every week.
That weekly rotation is the differentiator: this card captures momentum within the concentrated 10-stock energy universe at a cadence faster than any other card on the lineup.
The 5-year backtest produced a cumulative return of 357.18% against the Nifty 50's 64.36%. CAGR 35.51%. Sharpe 1.15.
The volatility is extreme. Annualised volatility 30.57%, the second-highest on the lineup. The deepest drawdown was 39.48%, the most severe of any card. Worst week 11.29%, also the deepest weekly loss on the lineup.
What you get for sitting through that: best week 12.06%, the highest best-week of any card. 2026 YTD through April is +20.3%, the strongest single-window performance on the lineup. 65% versus average loss of 3.04% creates asymmetric upside.
2025 closed at minus 14.6%, the deepest 2025 drawdown on the lineup.
This is not a core sleeve. The cost is 18.2% of gross over 5 years, the highest on the lineup, because weekly rebalancing on 10 stocks means roughly 4x the trade frequency of the 4-week cards. Sized as a 5 to 15 percent satellite for an investor who already has a diversified core elsewhere, can tolerate 40% paper losses, and wants concentrated exposure to India's energy and power capex cycle.
CAGR 35.51% versus Nifty's 10.44%. Sharpe 1.15. Sortino 1.22. Calmar 0.90. Max drawdown 39.48%. Volatility 30.57%. Best week 12.06%. Worst week 11.29%.
Key Takeaways
- Only thematic satellite card on the marketplace (+20.3% YTD 2026)
- Deepest max drawdown of any filed strategy (-39.48%)
- Highest best week of any filed strategy (+12.06%)
- 10 energy and power names, weekly rotation, concentrated alpha
Frequently Asked Questions
What is the Energy Basket strategy?
What is the minimum investment for Energy Basket?
How does Energy Basket compare to the Nifty 50?
What is the worst drawdown Energy Basket has experienced?
What are the fees on Energy Basket?
Can I exit Energy Basket at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-04-17 cycle · 3 added · 3 removed · 10 retained
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Walk the risk band
Energy Basket sits in the Very High bucket. Take one step in either direction:
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Capital never leaves your broker. 0.2% on traded value. Minimum ₹76000. Cancel any time.
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