Focused Largecap 20
Pure-equity large-cap momentum. 20 stocks from Nifty 100. Monthly rebalance.
Risk: Moderately High
Universe: Nifty 100
Benchmark: Nifty 50
Equity 100%
Screen the Nifty 100 for momentum, hold the top 20 equal-weighted, rebalance every 4 weeks. Pure equity (no debt or gold overlay). The 5-year backtest produced 235.82% cumulative against the Nifty 50's 64.36%, CAGR 27.40%, Sharpe 1.24, max drawdown 27.23%. Worst week minus 6.98% is shallower than the Nifty's worst week. Lowest min capital among focused large-cap cards at ₹92,000.
Net Return (5Y)
+235.82%
Nifty 50: +64.36%
Alpha vs Nifty 50
+171.47%
Cumulative outperformance
CAGR
+27.40%
Nifty 50: +10.44%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 235.82% | 64.36% |
| CAGR | 27.40% | 10.44% |
| Sharpe Ratio | 1.24 | 0.78 |
| Sortino Ratio | 1.21 | 0.75 |
| Calmar Ratio | 1.01 | 0.62 |
| Risk |
| Max Drawdown | -27.23% | -16.92% |
| Volatility (Annualised) | 21.35% | 14.04% |
| Best Week | +8.67% | +6.36% |
| Worst Week | -6.98% | -6.33% |
| Efficiency |
| Avg Win | +2.37% | +1.51% |
| Avg Loss | -2.43% | -1.56% |
Configuration
Cost Decomposition
Gross Return
271.66%
Pre-cost
Estimated Cost
35.84%
Brokerage, STT, taxes
Net Return
235.82%
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 27 April 2026 rebalance) | 20 names equal-weighted
Worst 5 Drawdown Periods (Completed)
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2022-04-15 | 2022-07-22 | -15.96% | 98 |
| 2022-12-16 | 2023-06-23 | -15.76% | 189 |
| 2021-10-22 | 2022-03-25 | -11.73% | 154 |
| 2022-09-16 | 2022-10-21 | -6.57% | 35 |
| 2023-10-06 | 2023-11-03 | -5.78% | 28 |
Key Insight
The pure-equity twin of Large Cap Multi Asset (Strategy 04). Same 20 Nifty 100 momentum names, same 4-week rebalance, but no debt or gold overlay. Removing the defensive sleeve adds 2.37 percentage points of CAGR (27.40 versus 25.03) but deepens max drawdown by 4.00 percentage points (-27.23 versus -23.23) and shaves Sharpe by 0.04 (1.24 versus 1.28). Pick this card if you want pure large-cap momentum and are willing to size your own risk budget. Lowest min capital among focused largecap cards at ₹92,000.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges deducted. Net = Gross 271.66 percent minus Cost 35.84 percent = 235.82 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 invest.rupeecase.com/disclaimers before investing.