EQUITY

Focused Largecap 20

20 stocks. Nifty 100. 4-week rotation. CAGR 27.40%. Cost 13% of gross, lowest on the lineup.

Updated 6 May 2026 Rebalances 4 weeks Next: 2026-05-25

CAGR

27.40%

Sharpe Ratio

1.24

Max Drawdown

-27.23%

Min Capital

₹92000

How It Works

Step 1 | Universe Start from Nifty 100 filtered to stocks priced under ₹5000.
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 20 names by score. Equal-weight across the book so no single name dominates.
Step 4 | Rebalance Every 4 weeks the model re-runs end-to-end. Names that fall out of the top 20 are sold; new entrants are bought. You see the full holdings list at every rebalance.

Who This Is For

Suitable for

investors who want growth but read a 25 percent drawdown as opportunity not panic

Suggested allocation

20 to 40 percent of equity capital

Time horizon

5 years or longer. Drawdowns of 27% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

Capital required

₹92000 minimum. This buys roughly one share of every holding at current prices. Investing more buys fractions of additional units and tightens the model's expected behaviour.

Strategy Configuration

Universe

Nifty 100

Holdings

20 stocks

Rebalance

4 weeks

Risk Level

Moderately High

Benchmark

Nifty 50

Max Stock Price

₹5000

Live NAV | Backtested 2021 onwards

Focused Largecap 20 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	Focused Largecap 20	Nifty 50
CAGR	27.40%	10.44%
Cumulative Return	235.82%	64.36%
Sharpe Ratio	1.24	0.78
Max Drawdown	-27.23%	-16.92%
Volatility	21.35%	14.04%

Cost Decomposition

Gross Return

271.66%

Total Cost

35.84%

Net Return

235.82%

Worst 5 Drawdowns

Started	Recovered	Max DD	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

Yearly Returns

2021

+28.2%

2022

+36.9%

2023

+51.2%

2024

+31.5%

2025

-7.9%

2026

+4.5%

Sector allocation

6 sectors represented in the equity sleeve. Largest concentration: Metals & Mining at 25.7%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.

Metals & Mining 25.7%

FMCG & Consumer 20.6%

Power & Utilities 19.8%

Banking & Financial 15.1%

Capital Goods 13.3%

Energy & Oil & Gas 5.5%

Current Holdings

20 positions as of 2026-04-27 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.

ADANIPOWER

4.8%

ADANIGREEN

4.0%

ADANIENSOL

4.7%

VEDL

4.9%

HINDALCO

4.6%

DMART

4.9%

SHRIRAMFIN

4.2%

SIEMENS

4.2%

PFC

4.6%

TATASTEEL

4.9%

HINDZINC

4.8%

JINDALSTEL

4.2%

CGPOWER

4.5%

UNIONBANK

5.0%

TITAN

4.8%

4.4%

TRENT

4.6%

VBL

4.5%

ADANIPORTS

3.5%

ONGC

5.0%

Want live quantities, prices, and book values? View live in the platform →

Why This Strategy

The pure-equity twin of LargeCap Multi Asset. Same 20-stock Nifty 100 momentum sleeve, same 4-week rebalance — but no debt overlay, no gold overlay. 100 percent equity.

The 5-year backtest produced a cumulative return of 235.82% against the Nifty 50's 64.36%. CAGR 27.40%. Sharpe 1.24. Max drawdown 27.23%.

Removing the debt and gold overlay adds 2.37 percentage points of CAGR but increases volatility by 2.57 percentage points, deepens max drawdown by 4.00 percentage points, and shaves 0.04 off Sharpe versus the multi-asset twin. The defensive overlay was working as designed.

This is the right card if you want pure-equity Nifty 100 momentum and can tolerate the deeper drawdown. If ride quality matters more than peak CAGR, LargeCap Multi Asset is the better trade.

CAGR 27.40% versus Nifty's 10.44%. Sharpe 1.24. Max drawdown 27.23%. Cost ratio 13% of gross — lowest on the lineup. Min 92000.

Key Takeaways

Pure-equity twin of LargeCap Multi Asset
20 large-cap momentum stocks from Nifty 100
CAGR 27.40% with Sharpe 1.24
Max drawdown 27.23% (deepest among all strategies)

Frequently Asked Questions

What is the Focused Largecap 20 strategy?

20 stocks. Nifty 100. 4-week rotation. CAGR 27.40%. Cost 13% of gross, lowest on the lineup. It selects the top 20 momentum names from Nifty 100 and rebalances every 4 weeks.

What is the minimum investment for Focused Largecap 20?

₹92000. This is enough to hold one share of every name in the current book at present prices. Higher allocations tighten the equal-weight match.

How does Focused Largecap 20 compare to the Nifty 50?

Over the 5-year backtest, Focused Largecap 20 produced 27.40% CAGR versus Nifty 50's 10.44%. Sharpe ratio 1.24 versus the benchmark's 0.78. Past performance does not guarantee future returns.

What is the worst drawdown Focused Largecap 20 has experienced?

27.23% peak-to-trough in the 5-year backtest. The deepest period ran 98 days from 2022-04-15 to 2022-07-22. Drawdowns of similar magnitude can happen again. Position sizing should reflect this.

What are the fees on Focused Largecap 20?

0.2% on traded value per rebalance. No subscription, no AUM fee, no performance fee. With 4 weeks cadence and typical 30 to 50 percent turnover, annual platform fees on the minimum capital work out to under ₹500. See the pricing page for the full worked example.

Can I exit Focused Largecap 20 at any time?

Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.

Last Rebalance 2026-04-27

Next Rebalance 2026-05-25

Documents

Download Factsheet Rebalance History CSV

Last rebalance | 2026-04-24

Full history →

vs 2026-03-27 cycle · 7 added · 4 removed · 22 retained

Added (7)

ADANIGREENDMARTSIEMENSUNIONBANKTRENTVBLADANIPORTS

Removed (4)

MOTHERSONIOCCANBKJSWSTEEL

Get notified when Focused Largecap 20 rebalances

Free email alert on the morning of every rebalance with the IN / OUT names and rationale. Unsubscribe with one click.

Walk the risk band

Focused Largecap 20 sits in the Moderately High bucket. Take one step in either direction:

One step safer (Moderate)

Allcap Multi Asset

CAGR 43.6% · Sharpe 1.79 · Max DD 21.4%

One step bolder (High)

Midcap Smallcap

CAGR 49.0% · Sharpe 1.61 · Max DD 26.2%

Compare Focused Largecap 20 with

3 pre-built head-to-head comparisons with metrics, holdings overlap, and trade-off summary.

Large Cap Multi Asset

CAGR 25.0% · Sharpe 1.28

Largecap Hybrid

CAGR 23.7% · Sharpe 1.22

RupeeCase Nifty 10

CAGR 14.0% · Sharpe 0.83

Learn the mechanics behind Focused Largecap 20

4 modules from the RupeeCase Learn library cover the concepts inside this strategy. Free, no sign-up.

Modern portfolio theory | core-satellite for largecap books Momentum factor | the engine behind these strategies How backtesting works | reading the 5Y numbers honestly Risk metrics that matter | Sharpe, Sortino, max DD

Hear it on The Tanmay Edge

India's pre-market edge. Daily institutional positioning, options flows, and the levels that matter. Free, on every major podcast platform.

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Phase 49B Compare Focused Largecap 20 side-by-side Match returns, drawdowns and overlap against any other strategy in the lineup.

Disclaimer: Past performance is not indicative of future returns. All returns shown are from backtests conducted by RupeeCase from 2021-04-23. Actual traded returns may differ. Systematic strategies are subject to market risk, and capital can be lost. Investors should conduct their own research and consult a financial advisor before investing.

Learn the mechanics