RupeeCase Nifty 10 vs Focused Largecap 20
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
Conservative core · CAGR 28.4%
Focused Largecap 20
20 largecap stocks. 4-week rotation. CAGR 28.39%. Sharpe 1.27. The conservative core.
| Metric | RupeeCase Nifty 10 | Focused Largecap 20 | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 15.10% | → | 28.39% | 9.80% |
| Sharpe ratio | 0.88 | → | 1.27 | 0.73 |
| Sortino ratio | 0.85 | → | 1.27 | 0.70 |
| Calmar ratio | 0.68 | → | 1.20 | 0.58 |
| Max drawdown | 22.24% | ← | 23.58% | -16.92% |
| Volatility | 17.84% | ← | 21.49% | 14.04% |
| Net return (5Y) | 102.08% | → | 249.08% | 59.62% |
| Min capital | ₹17799 | ← | ₹95515 | — |
| Stocks held | 10 | 20 | 50 | |
| Rebalance cadence | 4 weeks | 4 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderately High | Moderate | |
| Tier | Starter | Conservative core | Index benchmark |
The trade-off
- Higher growth: Focused Largecap 20 (CAGR 28.39% vs 15.10%)
- Better risk-adjusted return: Focused Largecap 20 (Sharpe 1.27 vs 0.88)
- Shallower drawdown: RupeeCase Nifty 10 (Max DD 22.24% vs 23.58%)
- Lower entry: RupeeCase Nifty 10 (₹17799 vs ₹95515)
Holdings overlap
6 stocks held by both · 30% overlap by name count
Shared: NESTLEINDADANIPORTSHINDALCOTATASTEELNTPCSHRIRAMFIN
Only in RupeeCase Nifty 10: POWERGRIDONGCCOALINDIAJSWSTEEL
Only in Focused Largecap 20: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERENRINLODHATATAPOWERHALPFCHINDZINC