RupeeCase
Strategy . Focused Alpha 5 . 3 of 3
The whole card in one place
The card you size, not the card you marry.
Universe
Nifty Alpha 50
Holdings
5equal wt
Rebalance
3weeks
CAGR . 5Y backtest
58.34pct
Sharpe . 5Y
1.61
Max DD . 5Y
24.72pct
Volatility . 5Y
31.68pct
Min capital
15000
Risk band
Very High
01
Size it as a satellite, not the core. A 5 to 15 percent sleeve on top of a diversified base, never the whole equity bucket.
02
Buy it only if you can watch a quarter of the sleeve vanish on screen and not sell. The 24.72 percent drawdown is the entry fee, not the surprise.
03
This is not a starter card. Three-week rotations on 5 names mean churn, and churn means short-term tax. Live through a real drawdown on a calmer product first.
Concentration does not turn the return up. It just stops watering down your strongest idea. You pay for that in the depth of the hole. Size it so the hole cannot end the plan.
See the full factsheet and the live drawdown chart
Past performance . backtest net of estimated costs . not a guarantee . concentration risk significant