Allcap
The smoothest momentum engine. 50 names from the broadest universe. Fortnightly rebalance.
Risk: Moderately High
Universe: Nifty Total Market under ₹5,000
Benchmark: Nifty 50
Equity 100%
Screen the Nifty Total Market (~750 stocks) for names priced under ₹5,000. Apply momentum filter. Hold the top 50 equal-weighted. Rebalance every 2 weeks. The 5-year backtest produced a 611.24% cumulative return against the Nifty 50's 66.10%, the highest Sharpe in the marketplace at 1.77, and the shallowest max drawdown among the high-CAGR cards at 22.70%.
Net Return (5Y)
+611.24%
Nifty 50: +66.10%
Alpha vs Nifty 50
+545.14%
Cumulative outperformance
CAGR
+48.02%
Nifty 50: +10.68%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 611.24% | 66.10% |
| CAGR | 48.02% | 10.68% |
| Sharpe Ratio | 1.77 | 0.79 |
| Sortino Ratio | 1.71 | 0.76 |
| Calmar Ratio | 2.12 | 0.63 |
| Risk |
| Max Drawdown | -22.70% | -16.92% |
| Volatility (Annualised) | 23.83% | 14.03% |
| Best Week | +8.57% | +6.36% |
| Worst Week | -10.97% | -6.33% |
| Efficiency |
| Avg Win | +2.81% | +1.51% |
| Avg Loss | -2.46% | -1.56% |
Configuration
Universe
Nifty Total Market
Cost Decomposition
Gross Return
719.00%
Pre-cost
Estimated Cost
107.77%
Brokerage, STT, taxes
Net Return
611.24%
What investors realise
Year by Year Performance
Monthly Returns Heatmap (5Y)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|
Current Holdings (post 24 Apr 2026 rebalance)
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2024-12-20 | 2026-04-03 | -22.70% | 469 |
| 2022-01-21 | 2022-08-05 | -17.96% | 196 |
| 2021-08-06 | 2021-09-24 | -12.55% | 49 |
| 2023-01-06 | 2023-04-21 | -11.59% | 105 |
| 2024-02-09 | 2024-03-29 | -11.44% | 49 |
Key Insight
The 50-stock equal-weight structure on the broadest universe is what produces the highest Sharpe in the marketplace. Same ~48% CAGR as Midcap Smallcap with smoother distribution: lower volatility (23.83 vs 27.09), shallower drawdown (22.70 vs 26.17), positive 1.14 win-to-loss ratio. The Dec 2024 to April 2026 drawdown ran 469 days. Sit through phases like that and the math works. Sensible sizing for ₹2.35L+ allocators is 30 to 60 percent of equity as the core momentum sleeve.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges (brokerage, STT, taxes) deducted. Net return is computed as Gross 719.00 percent minus Cost 107.77 percent equals 611.24 percent. Past performance is not indicative of future results. RupeeCase platform fee is 0.2 percent on traded value, charged only when trades execute. No subscription, no AUM fee. Markets-linked products carry market risk including loss of principal. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.