RupeeCase
Education . Rebalance Cadence . 2 of 3
Three speeds. Three different problems.
Too fast eats your CAGR. Too slow loses the edge.
Pulled the rebalance log this week. The cadence is not arbitrary. It sits at the point where edge decay and trading cost meet on the curve.
Cadence
What you give up
What it costs
Continuous Active mutual funds. Discretionary PMS.
The compounding edge. Every rotation prints STT and STCG. Cost stack drags 150 to 200 bps a year.
The fee. 1.65 percent TER on a regular MF. Plus distributor commission. Plus tax.
2 weeks RupeeCase 16-strategy marketplace.
Almost nothing measurable. Momentum signals on the LargeMidCap 250 universe still hold half-life over 14 days.
0.2 percent flat. On traded value. Per leg. Cost is 12.9 percent of gross over 5 years.
Quarterly Most SmallCases. Index funds.
The signal itself. 90 days lets a stock break, recover and break again before you act.
Less explicit fee. Lower trading cost. Higher invisible cost in opportunity terms.
Strategy 11 . Large Midcap 5Y backtest. 30 Apr 2021 to 24 Apr 2026.
40.85%
5Y CAGR
vs Nifty 10.44
1.71
Sharpe
vs Nifty 0.78
-19.30%
Max drawdown
shallowest pure-equity
The honest read
Cadence is the silent variable. The 14-day cycle pays for itself in Sharpe and pays for itself in dip-depth.