Allcap
50 stocks from the broadest universe on the platform. Fortnightly rotation.
0.2% on traded value · No AUM fee · No lock-in · Minimum ₹1,87,000 · Capital stays in your own broker
Advanced metricsSharpe, Sortino, volatility, cumulative return and more
Risk metrics as of 13 Jul 2026
How It Works
- Step 1 | Universe Start from Nifty Total Market (max 5000) filtered to stocks priced under ₹5,000.
- 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 50 names by score. Equal-weight across the book so no single name dominates.
- Step 4 | Rebalance Every 2 weeks the model re-runs end-to-end. Names that fall out of the top 50 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Allcap 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 | Allcap | Nifty 50 |
|---|---|---|
| CAGR | 44.37% | 9.17% |
| Cumulative Return (5Y rolling) | 523.31% | 55.09% |
| Sharpe Ratio | 1.68 | 0.69 |
| Max Drawdown | -22.72% | -16.92% |
| Volatility | 23.58% | 14.15% |
CAGR and cumulative return refresh daily. Sharpe, drawdown, volatility and all benchmark figures are as of 13 Jul 2026.
Cost Decomposition
Figures as of 13 Jul 2026
What this would have returned
Your amount run through Allcap's backtested monthly returns (2021-07-09 to now, after costs). A backtest, not a promise.
Over 61 months of backtested monthly returns, after estimated costs. Past performance is not indicative of future results. See the factsheet.
Worst 5 Drawdowns
| Started | Recovered | Max DD | Duration (days) |
|---|---|---|---|
| 2024-12-20 | 2026-04-10 | -22.72% | 476 |
| 2022-01-21 | 2022-08-05 | -17.94% | 196 |
| 2021-08-06 | 2021-09-24 | -12.42% | 49 |
| 2023-01-06 | 2023-04-21 | -11.58% | 105 |
| 2024-02-09 | 2024-03-29 | -11.44% | 49 |
Yearly Returns
Sector allocation
11 sectors represented in the equity sleeve. Largest concentration: Capital Goods at 18.0%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.
135 rebalances . 13 sectors touched . 10 live today.
- 2026-06-19 Diversified +10pp added PARAS, MSTCLTD, IFCI, AEGISLOG, CARTRADE, TEJASNET, INOXINDIA, ZEEL, DATAPATTNS, HSCL, J&KBANK, THYROCARE, ACMESOLAR . removed WEBELSOLAR, MCX, JAYNECOIND, ADVENZYMES, QPOWER, SCI, LLOYDSENT, LLOYDSME, KRN, NLCINDIA, CARBORUNIV, GOKULAGRO, SAIL, AVANTIFEED, ANGELONE, COHANCE
- 2026-05-22 Diversified +13pp added IDEA, RRKABEL, AVALON, ARVIND, SHAILY, VIJAYA, ADVENZYMES, LAURUSLABS, ADANIENT, NLCINDIA, CARBORUNIV, SAIL . removed OLAELEC, EIEL, PFOCUS, NATIONALUM, ABDL, KSB, INOXINDIA, DEEPAKFERT, HINDCOPPER, KAJARIACER, THANGAMAYL, ACMESOLAR, OSWALPUMPS, FIVESTAR, AWFIS, IMFA, HEG, JINDALSAW, BELRISE
- 2026-05-08 Diversified +13pp added BHEL, COHANCE, HCC, KIRLPNU, BALAMINES, JAIBALAJI, HSCL, DATAPATTNS, SCI, SKYGOLD, SKIPPER, ELECON, BSE, PTC, PNBHOUSING, SYRMA, SUZLON, NETWEB, DIACABS, FINCABLES, BANDHANBNK, ASHAPURMIN . removed MTARTECH, PREMIERENE, ZYDUSWELL, AETHER, GESHIP, KTKBANK, NATCOPHARM, TMB, BHARATFORG, ABSLAMC, LUMAXTECH, GPIL, GRANULES, STAR, SHRIRAMFIN, GAEL, VTL, WAAREEENER, CCL, AUROPHARMA
- 2026-04-10 Diversified -11pp added PFOCUS, WEBELSOLAR, CUPID, PREMIERENE, ZYDUSWELL, LLOYDSME, GOKULAGRO, ACMESOLAR, ADANIPOWER, KSB, TMB, GPIL, GRANULES, STAR, JAYNECOIND, WAAREEENER, THERMAX, QPOWER . removed SHARDACROP, BANDHANBNK, SBIN, UNIONBANK, ONESOURCE, JAMNAAUTO, FEDERALBNK, INDIANB, FINCABLES, BANKINDIA, JINDALSTEL
- 2026-03-27 Diversified -15pp added ACUTAAS, AETHER, KTKBANK, ABSLAMC, SAILIFE, AUROPHARMA, COALINDIA, NTPC, CCL . removed EASEMYTRIP, ENGINERSIN, TARIL, ELGIEQUIP, INGERRAND, KIMS, SCI, MOTHERSON, CIEINDIA, TATASTEEL, YATHARTH, AARTIIND
- 2026-03-13 Diversified -11pp added TEJASNET, NATCOPHARM, J&KBANK, TORNTPHARM, BELRISE, JBCHEPHARM, ONESOURCE, LUPIN, FINCABLES, CHENNPETRO, GAEL . removed RAIN, JKTYRE, APLAPOLLO, SYRMA, ARVIND, UJJIVANSFB, DCBBANK, CUB, AETHER, WAAREEENER, GOKEX, HINDZINC, IDEA, MUTHOOTFIN, M&MFIN, PTC, SAIL
- 2021-07-23 Diversified +11pp added IIFLCAPS, ANGELONE, GRAVITA, CDSL, BSE, EMBDL, JISLJALEQS, MOTILALOFS, WELSPUNLIV, JSL, IMFA, JAIBALAJI, ARVIND, HGINFRA, INDIAGLYCO, PGIL . removed PNBHOUSING, ATGL, ACE, SUZLON, BSOFT, ADANIENSOL, MANINFRA, SHAKTIPUMP, POONAWALLA, HINDCOPPER, J&KBANK, JKPAPER, OLECTRA, CENTRALBK, LAURUSLABS, OPTIEMUS, DIACABS, PATANJALI, CRISIL, SKIPPER, ADANIPOWER, WABAG, PGEL, SAMMAANCAP, RADICO, ASTRAMICRO, PRINCEPIPE, SAIL
Current Holdings
50 positions as of 2026-07-06 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
Allcap holds 50 names from the broadest universe on the platform. The Nifty Total Market is roughly 750 stocks. Filter for prices under 5000, run the standard momentum screen, take the top 50 equal-weighted, rotate every two weeks.
The structure is built for smoother math. Fifty equal-weighted names from a 750-stock universe diversify single-stock noise more than any other equity card on the lineup, while the fortnightly screen keeps the momentum engine fully engaged. Breadth does the risk work. The screen does the return work.
This is not the concentrated bet. Alpha 5 is. This is the steady expression of the same signal, and the trade-off is a larger entry ticket: 50 names cost more to hold than 5. The minimum capital above moves with the prices of the underlying stocks.
Long drawdowns are part of the deal. Even a well-diversified momentum card can sit below its peak for months at a stretch when the broad market chops sideways. The drawdown history above shows the current record. If you cannot stay invested through a stretch like that, this is the wrong card.
What you get for sitting through it is the broadest momentum capture on the platform, re-screened every two weeks, with the yearly results above telling the running story.
The card buys only stocks priced under 5000. The 5000 cap (versus Midcap Smallcap's 2000) admits some larger mid-cap names that sit just below the largecap threshold. It rebalances every 2 weeks regardless of regime. It holds 50 names equal-weighted at roughly 2 percent each. No fixed-income buffer. No gold sleeve. No defensive overlay. Pure equity momentum on the broadest investible universe.
Each rebalance publishes the full 50-name list. The roster typically cuts across power and renewables, capital goods, defence and digital, telecom, pharma, capital markets, and financials, and the current holdings sit alongside this card.
Sensible sizing for most retail allocators who can meet the floor: 30 to 60 percent of equity, used as the core momentum sleeve next to a smaller satellite in Alpha 5 or Energy Basket. This is also not a tax-friendly product if traded in a non-registered account. Two-week rebalances on 50 names mean churn, and churn means short-term capital gains.
Judge the engine by the live metrics above. This text only explains the machine.
Key Takeaways
- The broadest universe on the platform, roughly 750 stocks
- 50 equal-weighted names diversify away single-stock noise
- Fortnightly rotation on the full Nifty Total Market
- The core momentum sleeve most allocators build around
Frequently Asked Questions
What is the Allcap strategy?
What is the minimum investment for Allcap?
How does Allcap compare to the Nifty 50?
What is the worst drawdown Allcap has experienced?
What are the fees on Allcap?
Can I exit Allcap at any time?
Documents
Last rebalance | 2026-07-03
Full history →vs 2026-06-19 cycle · 12 added · 11 removed · 48 retained
Get notified when Allcap 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
Allcap sits in the Moderately High bucket. Take one step in either direction:
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5 pre-built head-to-head comparisons with metrics, holdings overlap, and trade-off summary.
Learn the mechanics behind Allcap
4 modules from the RupeeCase Learn library cover the concepts inside this strategy. Free, no sign-up.
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India's pre-market edge. Daily institutional positioning, options flows, and the levels that matter. Free, on every major podcast platform.
Run Allcap in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹1,87,000. Cancel any time.
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