RupeeCase Nifty 10 vs Allcap
Side-by-side comparison of two RupeeCase strategies. All numbers from a 5-year backtest with all charges deducted. Past performance is not a guarantee.
Starter · CAGR 15.1%
RupeeCase Nifty 10
10 stocks from Nifty 50. 4-week rotation. CAGR 15.10%. The starter card.
vs
Full-equity core · CAGR 48.5%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.46%. Highest Sharpe on the lineup at 1.78.
| Metric | RupeeCase Nifty 10 | Allcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 15.10% | → | 48.46% | 9.80% |
| Sharpe ratio | 0.88 | → | 1.78 | 0.73 |
| Sortino ratio | 0.85 | → | 1.70 | 0.70 |
| Calmar ratio | 0.68 | → | 2.13 | 0.58 |
| Max drawdown | 22.24% | ← | 22.71% | -16.92% |
| Volatility | 17.84% | ← | 23.76% | 14.04% |
| Net return (5Y) | 102.08% | → | 621.85% | 59.62% |
| Min capital | ₹17799 | ← | ₹229500 | — |
| Stocks held | 10 | 50 | 50 | |
| Rebalance cadence | 4 weeks | 2 weeks | n/a | |
| Universe | EQUITY | ALLCAP | Nifty 50 | |
| Risk band | Moderately High | Moderately High | Moderate | |
| Tier | Starter | Full-equity core | Index benchmark |
The trade-off
- Higher growth: Allcap (CAGR 48.46% vs 15.10%)
- Better risk-adjusted return: Allcap (Sharpe 1.78 vs 0.88)
- Shallower drawdown: RupeeCase Nifty 10 (Max DD 22.24% vs 22.71%)
- Lower entry: RupeeCase Nifty 10 (₹17799 vs ₹229500)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in RupeeCase Nifty 10: NESTLEINDADANIPORTSHINDALCOTATASTEELNTPCSHRIRAMFINPOWERGRIDONGCCOALINDIAJSWSTEEL
Only in Allcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPADANIPOWERJAYNECOINDGALLANTTTDPOWERSYSKRNADANIGREENADANIENSOLAZADLLOYDSMELLOYDSENTACUTAASATHERENERGLLOYDSENGG +30 more