Skip to main content Skip to main content
Systematic investing hub As of 11 May 2026

17 strategies. Rules-based. In your demat.

No black box. No lock-in. No AUM fee. Backtest from January 2021 with realistic costs deducted. CAGR range 15% to 57%. Sharpe up to 1.81. Capital starts at ₹18K. Built and run by Tanmay Kurtkoti. NISM-certified. 16 years in systematic trading.

Live performance | Backtested 2021 onwards

NAV indexed to 100. Pick any combination.

Default view shows Nifty 50 TRI plus three strategies that span the spectrum: highest CAGR (5Paisa Focused Alpha 5), best Sharpe (Allcap Multi Asset), and the Starter (RupeeCase Nifty 10). Toggle any of the 17 strategies into the chart below.

Max 6 series at once for legibility.

NAV indexed to 100 on each strategy's inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.

Risk vs return

Higher up is more return. Further left is a shallower worst-case.

Every strategy on CAGR against its deepest backtested drawdown. Top-left is the sweet spot. Hover a dot for the name; click to open it.

CAGR ↑ Max drawdown → (deeper) 10%20%30%40%50%60%70%5%10%15%20%25%30%35%40%45% 5Paisa Focused Alpha 5 — CAGR 56.6%, max drawdown -24.2%Midcap Smallcap — CAGR 49.9%, max drawdown -26.2%Allcap — CAGR 48.5%, max drawdown -22.7%Allcap Multi Asset — CAGR 43.9%, max drawdown -21.3%TotalMarket Hybrid — CAGR 43.0%, max drawdown -21.8%Midcap — CAGR 41.3%, max drawdown -24.9%Smallcap — CAGR 41.3%, max drawdown -22.3%Microcap — CAGR 40.2%, max drawdown -26.4%Large Midcap — CAGR 40.2%, max drawdown -19.3%Large Mid Multi Asset — CAGR 36.5%, max drawdown -17.6%Large Mid Hybrid — CAGR 35.4%, max drawdown -18.3%Energy Basket — CAGR 34.4%, max drawdown -39.5%Focused Largecap 20 — CAGR 28.4%, max drawdown -23.6%Large Cap Multi Asset — CAGR 26.1%, max drawdown -21.0%Largecap Hybrid — CAGR 24.6%, max drawdown -22.0%Healthcare Basket — CAGR 16.6%, max drawdown -33.3%RupeeCase Nifty 10 — CAGR 15.1%, max drawdown -22.2%
The lineup

The lineup. Sorted by CAGR. Pick by risk band.

As of 11 May 2026

Tap any row for top holdings. Open its full page with View → or grab the factsheet from the right.

# Strategy Sleeve Stk Reb CAGR Sharpe Max DD Min Cap
1 5Paisa Focused Alpha 5 EQUITY 100% 5 3 weeksW 56.6% 1.60 -24.2% ₹22K View →
2 Midcap Smallcap MIDCAP-SMALLCAP 100% 40 2 weeksW 49.9% 1.63 -26.2% ₹72K View →
3 Allcap ALLCAP 100% 50 2 weeksW 48.5% 1.78 -22.7% ₹2.29L View →
4 Allcap Multi Asset ALLCAP 80% / DEBT 10% / GOLD 10% 49 2 weeksW 43.9% 1.81 -21.3% ₹2.92L View →
5 TotalMarket Hybrid ALLCAP 80% / DEBT 20% 48 2 weeksW 43.0% 1.77 -21.8% ₹2.92L View →
6 Midcap MIDCAP 100% 20 2 weeksW 41.3% 1.49 -24.9% ₹94K View →
7 Smallcap SMALLCAP 100% 50 2 weeksW 41.3% 1.59 -22.3% ₹2.15L View →
8 Microcap MICROCAP 100% 50 2 weeksW 40.2% 1.52 -26.4% ₹1.40L View →
9 Large Midcap LARGE-MID 100% 40 2 weeksW 40.2% 1.69 -19.3% ₹2.02L View →
10 Large Mid Multi Asset LARGE-MID 80% / DEBT 10% / GOLD 10% 42 2 weeksW 36.5% 1.72 -17.6% ₹2.52L View →
11 Large Mid Hybrid LARGE-MID 80% / DEBT 20% 41 2 weeksW 35.4% 1.67 -18.3% ₹2.52L View →
12 Energy Basket CNX ENERGY 100% 10 1 weekW 34.4% 1.12 -39.5% ₹65K View →
13 Focused Largecap 20 LARGECAP 100% 20 4 weeksW 28.4% 1.27 -23.6% ₹96K View →
14 Large Cap Multi Asset LARGECAP 80% / DEBT 10% / GOLD 10% 22 4 weeksW 26.1% 1.32 -21.0% ₹1.19L View →
15 Largecap Hybrid EQUITY 80% / DEBT 20% 21 4 weeksW 24.6% 1.25 -22.0% ₹1.19L View →
16 Healthcare Basket HEALTHCARE 100% 10 1 weekW 16.6% 0.89 -33.3% ₹23K View →
17 RupeeCase Nifty 10 NIFTY MOMENTUM 10 100% 10 4 weeksW 15.1% 0.88 -22.2% ₹18K View →

Click a row to see the top holdings. Click a column header to sort. Every number is backtested net of costs.

Sector rotation across the book

What entered and what exited at the latest rebalance.

17 strategies. New entries beat soft gains; full exits beat soft trims.
Added this cycle: Energy & Oil & Gas (2), Diversified (1).
Dropped this cycle: Energy & Oil & Gas (4), Realty & Construction (4), Pharma & Healthcare (2).
Strategy
Last rebal
Top in
Top out
Energy Basket
2026-05-11
Capital Goods +3pp
Power & Utilities -4pp
Focused Largecap 20
2026-05-11
Power & Utilities +6pp
Energy & Oil & Gas out (was 6%)
Large Midcap
2026-05-11
Diversified +8pp
Realty & Construction out (was 2%)
Microcap
2026-05-11
Diversified +11pp
Energy & Oil & Gas out (was 2%)
Midcap
2026-05-11
Diversified +6pp
Pharma & Healthcare out (was 8%)
RupeeCase Nifty 10
2026-05-11
Metals & Mining +3pp
Banking & Financial -7pp
Smallcap
2026-05-11
Diversified +11pp
Realty & Construction out (was 1%)
Allcap Multi Asset
2026-05-08
Energy & Oil & Gas new 2%
Metals & Mining -10pp
Allcap
2026-05-08
Diversified new 13%
Pharma & Healthcare out (was 6%)
Healthcare Basket
2026-05-08
Pharma & Healthcare +1pp
Diversified -1pp
Large + Mid Hybrid
2026-05-08
Diversified +29pp
Realty & Construction out (was 2%)
Largecap Hybrid
2026-05-08
Diversified +14pp
Energy & Oil & Gas out (was 10%)
Largecap Multi Asset
2026-05-08
Diversified +14pp
Energy & Oil & Gas out (was 9%)
Large + Mid Multi Asset
2026-05-08
Diversified +29pp
Realty & Construction out (was 2%)
Midcap Smallcap
2026-05-08
Realty & Construction +2pp
Diversified -2pp
Total Market Hybrid
2026-05-08
Energy & Oil & Gas new 2%
Metals & Mining -10pp
5Paisa Focused Alpha 5
2026-04-27
Banking & Financial +3pp
Metals & Mining -10pp
Per-strategy detail . click any strategy for the full heatmap and events log
Returns by year

Year by year. Green is positive. Red is what cost us.

Strategy20212022202320242025YTD 2026
5Paisa Focused Alpha 5+10.9+77.5+93.7+105.2-1.7+22.6
Midcap Smallcap+56.9+26.9+98.3+86.0-8.7+13.0
Allcap+41.2+29.4+99.7+76.7-4.2+16.8
Allcap Multi Asset+32.9+26.0+88.0+71.9-1.7+16.1
TotalMarket Hybrid+32.9+25.0+87.8+71.8-3.8+16.2
Midcap+37.5+41.3+79.4+51.1+5.6+1.3
Smallcap+39.2+28.2+112.7+55.2-8.7+4.7
Microcap+42.1+17.9+92.8+67.7-7.3+8.1
Large Midcap+33.6+45.2+66.7+44.6+7.5+7.8
Large Mid Multi Asset+26.8+39.2+59.6+41.9+10.1+7.8
Large Mid Hybrid+26.8+38.1+59.1+41.5+7.4+7.5
Energy Basket+50.4+18.0+108.8+16.1-14.6+19.4
Focused Largecap 20+30.3+31.9+58.8+29.3-3.5+2.5
Large Cap Multi Asset+24.1+27.8+52.0+27.6+0.8+3.1
Largecap Hybrid+24.1+26.8+51.4+26.9-2.9+2.5
Healthcare Basket+4.4-19.6+57.2+40.0+0.6+16.2
RupeeCase Nifty 10+20.7-4.4+35.7+27.1-2.7+4.4

Years are calendar Jan-Dec, net of costs, in INR. 2026 column is YTD through the latest published rebalance. Cumulative metrics in the lineup span each strategy's full backtest window from January 2021. Source: NSE BhavCopy.

Trailing 12 months

Month by month. Last 12, by strategy.

StrategyJun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26YTD '26
5Paisa Focused Alpha 5+4.5-11.1-2.1-1.7+3.6-0.6+4.9+11.7+3.3-11.4+18.9+0.8+22.6
Midcap Smallcap+1.9-2.6+2.8-2.7-1.6-2.1+7.1-1.3+5.7-12.1+17.4+5.0+13.0
Allcap+1.4-4.9+2.3-0.2+4.2-0.1-0.9-2.3+6.9-8.2+18.5+2.8+16.8
Allcap Multi Asset+1.3-4.6+2.4+0.3+4.1+0.2-0.5-1.7+7.1-8.3+17.2+2.5+16.1
TotalMarket Hybrid+1.4-4.7+2.3-0.2+4.0-0.1-0.8-2.2+6.7-7.9+17.7+2.7+16.2
Midcap+4.1-5.1+3.9-0.3+3.5+3.7+1.5-2.8+4.9-14.8+13.4+2.8+1.3
Smallcap+2.0-4.9+0.3+0.7+4.0-2.7-0.2-6.3+3.6-6.4+12.7+2.2+4.7
Microcap+2.7-0.3-0.7-0.4+4.3+0.0-3.9-5.5+4.3-8.7+17.8+1.9+8.1
Large Midcap+3.2-4.4+1.9+0.7+4.7+2.2+0.5-2.5+7.2-10.3+13.7+1.2+7.8
Large Mid Multi Asset+2.9-4.0+2.1+1.2+4.6+2.4+0.9-1.8+7.5-10.2+12.6+1.0+7.8
Large Mid Hybrid+3.0-4.2+1.8+0.7+4.5+2.1+0.5-2.4+6.9-9.8+13.0+1.1+7.5
Energy Basket+1.4-4.8-5.5+7.3+3.0-5.1-1.0-4.6+9.2-6.6+23.1-0.3+19.4
Focused Largecap 20+1.1-4.7-1.1+1.9+5.3-1.1-0.1-2.8+8.4-13.4+14.9-2.3+2.5
Large Cap Multi Asset+1.0-4.1-0.6+2.5+5.1-0.4+0.4-1.7+8.6-12.8+13.2-2.1+3.1
Largecap Hybrid+1.1-4.3-1.0+1.8+5.0-1.0+0.0-2.5+7.8-12.4+13.8-2.1+2.5
Healthcare Basket+10.5+5.1-4.9+0.2+4.8-5.1-1.1-5.4+7.7-2.6+8.9+7.4+16.2
RupeeCase Nifty 10+3.9-3.4-2.2+1.5+7.2-1.9-1.2+1.7+5.8-8.9+9.1-2.4+4.4

Color scale: dark green ≥15%, green ≥10%, light green ≥5%, lime ≥0%, amber ≥−5%, red ≥−10%, dark red <−10%. Each cell is the calendar-month total return on the backtested NAV, net of costs. Window ends at the latest published rebalance. Source: NSE BhavCopy.

Worst drawdowns

The deepest hole each strategy has been in.

StrategyMax DDStartedRecoveredDuration
Healthcare Basket -33.3% 2021-07-23 2023-07-28 735 days
Midcap Smallcap -26.2% 2024-12-20 2026-05-01 497 days
Energy Basket -25.2% 2022-04-15 2022-08-19 126 days
Midcap -24.9% 2024-12-20 2025-11-07 322 days
5Paisa Focused Alpha 5 -24.2% 2025-01-03 2025-05-23 140 days
Allcap -22.7% 2024-12-20 2026-04-10 476 days
RupeeCase Nifty 10 -22.1% 2021-10-22 2023-08-25 672 days
TotalMarket Hybrid -21.8% 2024-12-20 2026-01-30 406 days
Allcap Multi Asset -21.3% 2024-12-20 2025-12-26 371 days
Large Midcap -19.3% 2024-09-27 2025-10-10 378 days
Focused Largecap 20 -19.2% 2022-04-15 2022-08-05 112 days
Microcap -18.9% 2022-01-21 2022-08-19 210 days
Large Mid Hybrid -18.3% 2024-09-27 2025-10-10 378 days
Large Mid Multi Asset -17.6% 2024-09-27 2025-09-12 350 days
Large Cap Multi Asset -16.6% 2022-04-15 2022-08-05 112 days
Largecap Hybrid -16.5% 2022-04-15 2022-08-05 112 days
Smallcap -14.3% 2022-01-21 2022-04-01 70 days

Drawdown is peak-to-trough on the backtested NAV. Recovered means the prior peak got reclaimed. "Recovering" means the prior peak has not yet been reclaimed as of 11 May 2026. Every drawdown here is real. Every recovery is the rules getting back to work.

Methodology

How performance is published.

The model decides. We publish what it decided. Every strategy ships with public rules, timestamped rebalances, and the actual holdings on every cycle. Backtests start January 2021 with ₹100 invested. STT, exchange fees, brokerage, GST, slippage all deducted on every rebalance. No fudged numbers. No survivor bias. No live-trading-only-when-it-works disclaimer. Source: NSE BhavCopy. Updated weekly.

If a number on this page surprises you, click into the rebalance history. Every cycle that produced it is timestamped and on record.

How the lineup is organised 6 tiers, 17 strategies

Match the tier to your risk band first, then pick a strategy inside that tier. Most investors start in Starter, scale into Conservative core or Multi-asset core for the bulk of capital, and add Growth core or Thematic as satellites.

Starter 2 strategies

Lowest minimum capital. The first systematic strategy you should run before scaling into broader baskets.

Conservative core 3 strategies

Largecap-led, multi-asset cushion or 20% debt buffer. Lowest drawdown profile in the lineup. Built for the capital you want invested through cycles.

Growth core 5 strategies

Pure equity momentum across mid, small, micro, and large-mid universes. The growth tier where alpha lives. Higher volatility, deeper drawdowns, biggest CAGR.

Multi-asset core 4 strategies

Equity engine wrapped in debt and gold sleeves. Highest Sharpe ratios. The "have your alpha and sleep too" allocation.

Full-equity core 1 strategy

100% equity, broadest universe. Best risk-adjusted return among pure-equity strategies. Sharpe in line with multi-asset, more upside.

Thematic satellite 1 strategy

Single-sector concentration. Built for slices of capital that take a directional sector view. Highest single-sector exposure, highest drawdown.

View as cards (filterable)
17 of 17 shown
Starter
5Paisa Focused Alpha 5
Five stocks. Three-week rotation. CAGR 56.60%. Highest on the lineup.
CAGR: 56.6% Sharpe: 1.60 Min Cap: ₹22045
Growth core
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 49.92%.
CAGR: 49.9% Sharpe: 1.63 Min Cap: ₹71779
Full-equity core
Allcap
50 stocks. Fortnightly rotation. CAGR 48.46%. Highest Sharpe on the lineup at 1.78.
CAGR: 48.5% Sharpe: 1.78 Min Cap: ₹229500
Multi-asset core
Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.91%. Sharpe 1.81, highest on the lineup.
CAGR: 43.9% Sharpe: 1.81 Min Cap: ₹291975
Multi-asset core
TotalMarket Hybrid
50 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 43.03%. Sharpe 1.77.
CAGR: 43.0% Sharpe: 1.77 Min Cap: ₹291503
Growth core
Midcap
20 stocks. Nifty Midcap 150 universe. Fortnightly rotation. CAGR 41.30%. Sharpe 1.49.
CAGR: 41.3% Sharpe: 1.49 Min Cap: ₹93842
Growth core
Smallcap
50 stocks. Nifty Smallcap 250 universe. Fortnightly rotation. CAGR 41.26%. Sharpe 1.59.
CAGR: 41.3% Sharpe: 1.59 Min Cap: ₹215317
Growth core
Microcap
50 stocks. Nifty Microcap 250 universe. Fortnightly rotation. CAGR 40.22%. Sharpe 1.52.
CAGR: 40.2% Sharpe: 1.52 Min Cap: ₹139903
Growth core
Large Midcap
40 stocks. Nifty LargeMidCap 250 universe. Fortnightly rotation. CAGR 40.22%. Sharpe 1.69.
CAGR: 40.2% Sharpe: 1.69 Min Cap: ₹201756
Multi-asset core
Large Mid Multi Asset
40 equity + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on LargeMidCap 250. CAGR 36.50%. Sharpe 1.72.
CAGR: 36.5% Sharpe: 1.72 Min Cap: ₹252032
Multi-asset core
Large Mid Hybrid
40 equity + LIQUIDCASE. 80/20 equity-plus-debt on LargeMidCap 250. CAGR 35.41%. Sharpe 1.67.
CAGR: 35.4% Sharpe: 1.67 Min Cap: ₹252195
Thematic satellite
Energy Basket
10 stocks from CNX Energy. Weekly rotation. CAGR 34.41%. Sharpe 1.12. The thematic satellite.
CAGR: 34.4% Sharpe: 1.12 Min Cap: ₹64836
Conservative core
Focused Largecap 20
20 largecap stocks. 4-week rotation. CAGR 28.39%. Sharpe 1.27. The conservative core.
CAGR: 28.4% Sharpe: 1.27 Min Cap: ₹95515
Conservative core
Large Cap Multi Asset
20 Largecap + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on Nifty 100. CAGR 26.14%. Sharpe 1.32.
CAGR: 26.1% Sharpe: 1.32 Min Cap: ₹119098
Conservative core
Largecap Hybrid
20 Largecap + 20% LIQUIDCASE. 80/20 equity-plus-debt on Nifty 100. CAGR 24.63%. Sharpe 1.25.
CAGR: 24.6% Sharpe: 1.25 Min Cap: ₹119315
Growth core
Healthcare Basket
10 stocks from Nifty MidSmall Healthcare. Weekly rotation. CAGR 16.63%. Sharpe 0.89. Thematic satellite.
CAGR: 16.6% Sharpe: 0.89 Min Cap: ₹23351
Starter
RupeeCase Nifty 10
10 stocks from Nifty 50. 4-week rotation. CAGR 15.10%. The starter card.
CAGR: 15.1% Sharpe: 0.88 Min Cap: ₹17799
Explore RupeeCase

Three more places the data lives.

Sectors
Which strategies hold what, by sector
14 sectors mapped across 17 strategies. Live weights, ticker lists, per-strategy entry and exit dates.
Learn
11 paths, 70 modules, free forever
Indian markets, factor investing, behavioural finance, taxation. Hand-written, calculator-backed.
Podcast
The Tanmay Edge, every trading day
Pre-market analysis with graded predictions. Options positioning, FII flows, levels that matter.
Blog
Systematic investing notes, two a day
Short, data-backed lessons on factors, portfolio theory, the real cost of funds, and behaviour.