Energy Basket vs Allcap
Side-by-side comparison of two RupeeCase strategies. All numbers from a rolling 5-year backtest with all charges deducted. Past performance is not a guarantee.
Thematic satellite · CAGR 33.0%
Energy Basket
10 stocks from CNX Energy, rotated weekly. The thematic satellite.
vs
Full-equity core · CAGR 44.4%
Allcap
50 stocks from the broadest universe on the platform. Fortnightly rotation.
| Metric | Energy Basket | Allcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 33.04% | → | 44.37% | n/a |
| Sharpe ratio | 1.12 | → | 1.68 | 0.69 |
| Sortino ratio | 1.19 | → | 1.60 | 0.67 |
| Calmar ratio | 0.87 | → | 1.96 | 0.54 |
| Max drawdown | 39.48% | → | 22.72% | -16.92% |
| Volatility | 30.47% | → | 23.58% | 14.15% |
| Net return | 314.71% | → | 523.31% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹76K | ← | ₹1.87L | n/a |
| Stocks held | 10 | 50 | 50 | |
| Rebalance cadence | 1 week | 2 weeks | n/a | |
| Universe | THEMATIC | ALLCAP | Nifty 50 | |
| Risk band | High | Moderately High | Moderate | |
| Tier | Thematic satellite | Full-equity core | Index benchmark |
The trade-off
- Higher growth: Allcap (CAGR 44.37% vs 33.04%)
- Better risk-adjusted return: Allcap (Sharpe 1.68 vs 1.12) (as of 27 Apr 2026 / 13 Jul 2026)
- Shallower drawdown: Allcap (Max DD 22.72% vs 39.48%) (as of 27 Apr 2026 / 13 Jul 2026)
- Lower entry: Energy Basket (₹76K vs ₹1.87L)
Holdings overlap
7 stocks held by both · 14% overlap by name count
Shared: BHELADANIPOWERADANIGREENADANIENSOLSUZLONGVT&DTHERMAX
Only in Energy Basket: JPPOWERTORNTPOWERABB
Only in Allcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPJAYNECOINDGALLANTTTDPOWERSYSKRNAZADLLOYDSMELLOYDSENTACUTAASATHERENERGLLOYDSENGGKIRLOSENGCOHANCEHCC +23 more