Energy Basket
The thematic satellite. 10 stocks, weekly rotation, India's energy and power cycle.
Risk: Very High (Thematic)
Universe: Nifty Energy / CNX Energy under ₹20,000
Benchmark: Nifty 50
Equity 100 (thematic)
10 momentum-ranked stocks from CNX Energy, rebalanced every week. The marketplace's only thematic satellite card | 100 percent concentration in India's energy and power complex. The 5-year backtest produced 357.18 percent cumulative against the Nifty 50's 64.36 percent, max drawdown 39.48 percent (deepest of any filed strategy), and the highest cost ratio at 79.39 percent (driven by the 1W rebalance cadence). Best year 2023 plus 108.9 percent. Worst year 2025 minus 14.6 percent. This is not a core portfolio. It is a 5 to 15 percent satellite sleeve for investors who already have a diversified core and can tolerate concentrated thematic risk.
Net Return (5Y)
+357.18%
Nifty 50: +64.36%
Alpha vs Nifty 50
+292.82%
Cumulative outperformance
CAGR
+35.51%
Nifty 50: +10.44%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 357.18% | 64.36% |
| CAGR | 35.51% | 10.44% |
| Sharpe Ratio | 1.15 | 0.78 |
| Sortino Ratio | 1.22 | 0.75 |
| Calmar Ratio | 0.90 | 0.62 |
| Risk |
| Max Drawdown | -39.48% | -16.92% |
| Volatility (Annualised) | 30.57% | 14.04% |
| Best Week | +12.06% | +6.36% |
| Worst Week | -11.29% | -6.33% |
| Efficiency |
| Avg Win | +3.65% | +1.51% |
| Avg Loss | -3.04% | -1.56% |
Configuration
Sleeves
Equity 100 (thematic)
Cost Decomposition
Gross Return
436.57%
Pre-cost
Estimated Cost
79.39%
Brokerage, STT, taxes
Net Return
357.18%
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) |
|---|
| 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 |
Key Insight
The thematic satellite. Every extreme metric on the marketplace lives here: deepest max drawdown (39.48 percent), highest worst week (11.29 percent), highest cost (79.39 percent), best 2026 YTD (20.3 percent), worst 2025 (minus 14.6 percent). The 1W rebalance cadence and 10-stock concentration on a thematic universe combine to produce the steepest ride on the marketplace in both directions. This card pays a 35.51 percent CAGR for sitting through that volatility. Right card for an investor who already has a diversified core portfolio elsewhere and wants concentrated India energy and power exposure as a 5 to 15 percent satellite 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 436.57 percent minus Cost 79.39 percent equals 357.18 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. Market-linked products carry market risk including loss of principal. Concentration risk is significant given the 10-stock thematic structure with 100 percent exposure to the energy and power complex. This is a satellite strategy and should not be used as core portfolio. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.