RupeeCase Nifty 10
Your first systematic strategy. 10 Nifty 50 names. Monthly rotation. CAGR 13.97%.
How It Works
- Step 1 | Universe Start from Nifty 50 filtered to stocks priced under ₹2500.
- 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 4 weeks 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
RupeeCase Nifty 10 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 | RupeeCase Nifty 10 | Nifty 50 |
|---|---|---|
| CAGR | 13.97% | 10.44% |
| Cumulative Return | 92.31% | 64.36% |
| Sharpe Ratio | 0.83 | 0.78 |
| Max Drawdown | -23.47% | -16.92% |
| Volatility | 17.71% | 14.04% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | Duration (days) |
|---|---|---|---|
| 2021-10-22 | 2023-07-07 | -20.20% | 623 |
| 2024-03-08 | 2024-03-22 | -5.66% | 14 |
| 2021-09-10 | 2021-10-08 | -5.10% | 28 |
| 2024-06-07 | 2024-07-05 | -5.01% | 28 |
| 2021-06-11 | 2021-07-16 | -4.96% | 35 |
Yearly Returns
Sector allocation
5 sectors represented in the equity sleeve. Largest concentration: Banking & Financial at 30.0%. 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 starter card. 10 stocks from the Nifty 50 universe, equal-weighted at roughly 10 percent each, rotated every 4 weeks. No debt sleeve. No gold. No price filter beyond 2500. The whole thing is built for first-time systematic investors who want one number to track and a rule that fits on a postcard.
The 5-year backtest produced a cumulative return of 92.31% against the Nifty 50's 64.36%. CAGR 13.97% with Sharpe 0.83. The Nifty 50 universe is too narrow to generate strong momentum alpha, so this card mostly captures the Nifty's beta with a modest 27.95 percentage point cumulative alpha over five years. Volatility 17.71% sits just 3.67 percentage points above the Nifty itself.
The pain point: the deepest drawdown ran 23.47% from October 2021 for 623 days until July 2023. That is the longest underwater stretch of any card on the lineup. The worst week was 8.75% down. 2025 closed at minus 9.0% and 2026 is down 0.5% year-to-date through April. This is not a card that will impress you in a sideways or down year.
What it teaches: how rules-based momentum behaves on a large-cap universe, what a 23 percent drawdown actually feels like over 20 months, and how rebalances move the portfolio over time. Once you have lived through one full drawdown cycle on this card, the 2.35L Allcap or the 15K Alpha 5 will feel like a different conversation.
This is not where you put your bulk allocation. Min capital 24000 is the lowest minimum on the lineup apart from Alpha 5 at 15000, and that low floor is the point. Allocate 5 to 15 percent of intended equity here, run it for at least 18 months across one full rebalance cycle, and graduate.
The card buys only stocks priced under 2500. It rebalances every 4 weeks regardless of regime. It holds 10 names equal-weight at roughly 10 percent each. No fixed-income buffer. No gold sleeve. No defensive overlay. Pure momentum on the Nifty 50 universe.
CAGR 13.97% versus Nifty's 10.44%. Sharpe 0.83. Sortino 0.78. Calmar 0.59. Max drawdown 23.47%. Volatility 17.71%. Best week 7.05%. Worst week 8.75%.
Key Takeaways
- The entry point for first-time systematic investors
- Top 10 Nifty 50 momentum stocks, monthly rotation, no buffer
- CAGR 13.97% with +27.95 percentage points alpha versus Nifty 50
- Lowest minimum capital on marketplace apart from 5Paisa (24000 vs 15000)
Frequently Asked Questions
What is the RupeeCase Nifty 10 strategy?
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How does RupeeCase Nifty 10 compare to the Nifty 50?
What is the worst drawdown RupeeCase Nifty 10 has experienced?
What are the fees on RupeeCase Nifty 10?
Can I exit RupeeCase Nifty 10 at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-03-27 cycle · 2 added · 2 removed · 11 retained
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Walk the risk band
RupeeCase Nifty 10 sits in the Moderately High bucket. Take one step in either direction:
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