Thematic, CNX Energy
Energy Basket is a RupeeCase index that holds 10 stocks from the CNX Energy, ranked by price momentum, rebalanced every week. Model CAGR 33.1% (back tested, as of 27 Apr 2026), minimum about ₹75,000 (as of 8 Aug 2026), high risk band.
An energy momentum basket: 10 stocks from CNX Energy, rotated weekly. The thematic satellite.
High risk band
Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name.
01At a glance
₹100 in May 2021 became ₹410 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale.
02Three steps
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.
Invest in Energy Basket
Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration.
03Factsheet
Model, back tested, after charges; each block names its date.
Model, back tested, after charges, 2021 to May 2026.
Model, back tested monthly returns after charges, May 2021 to May 2026 (61 months).
Daily model record over rolling 5 years: peak to low, and days until back at that peak.
Model, back tested. As of 27 Apr 2026. Month end values, May 2021 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | no data | no data | no data | no data | 7.0 | 8.8 | −2.9 | 5.8 | 8.5 | 11.6 | −5.0 | 9.5 | +50.4% |
| 2022 | 11.7 | −9.4 | 3.7 | 10.2 | −8.8 | −10.6 | 15.6 | 9.1 | −3.2 | 7.8 | −1.0 | −3.8 | +18.0% |
| 2023 | −7.8 | −4.3 | −3.7 | 8.1 | 3.4 | 9.7 | 11.5 | 9.5 | 15.7 | −2.3 | 20.8 | 20.0 | +108.8% |
| 2024 | 5.4 | 8.4 | −4.4 | 8.0 | 13.5 | −0.6 | −1.1 | 5.0 | 0.6 | −12.7 | −4.3 | −0.1 | +16.1% |
| 2025 | −15.3 | −13.7 | 11.1 | 2.6 | 8.1 | 1.4 | −4.8 | −5.5 | 7.3 | 3.0 | −5.1 | −1.0 | −14.6% |
| 2026 | −4.6 | 9.2 | −6.6 | 23.1 | −0.3 | no data | no data | no data | no data | no data | no data | no data | +19.4% |
Model, back tested, after charges; one calendar month per cell, in percent.
Model, back tested, month end values, May 2021 to Jul 2026.
Live quantities and prices are in the app. Sign up for RupeeCase
Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation.
3 sectors in the equity sleeve; 10.2% not yet in the sector map. 100% energy and power complex by design. Power generation, transmission, distribution, and capital goods. Adani group companies sit among the holdings at this snapshot.
262 rebalances, 4 sectors touched, 3 held now.
| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
|---|---|---|---|---|---|---|---|
| Power & Utilities | 47 | 45 | 42 | 27 | 36 | 43 | 60 |
| Capital Goods | 5 | 13 | 16 | 21 | 8 | 19 | 30 |
| Other, not yet mapped | 45 | 35 | 38 | 51 | 54 | 25 | 10 |
| Energy & Oil & Gas | 3 | 7 | 4 | 1 | 2 | 13 | out |
Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 11 May 2026.
A fixed calendar; you approve each rebalance before your broker places the orders.
Against the list of 8 May 2026: 0 in, 1 out, 10 held, 10 on the list.
The 10 held names are in Holdings.
Model, back tested record. In plus held is the list size, which can differ from the 10 stock target. Not recommendations.
| Date | On the list | In | Out |
|---|---|---|---|
| 11 May 2026 | 10 | 0 | −1 |
| 8 May 2026 | 11 | +1 | 0 |
| 1 May 2026 | 10 | 0 | −3 |
| 24 Apr 2026 | 13 | +3 | −3 |
| 17 Apr 2026 | 13 | +3 | −1 |
| 10 Apr 2026 | 11 | +1 | −2 |
48 such shifts in 262 rebalances.
Equity sleeve, between two consecutive lists.
| Metric | Energy Basket | Nifty 50 |
|---|---|---|
| Sharpe ratio | 1.12 | 0.73 |
| Sortino ratio | 1.19 | 0.70 |
| Calmar ratio | 0.87 | 0.58 |
| Volatility, a year | 30.47% | 14.04% |
| Max drawdown | −39.48% | −16.92% |
| Best week | +12.06% | +6.36% |
| Worst week | −11.29% | −6.33% |
| Weeks up | 55.56% | 57.47% |
| Average up week | +3.61% | +1.49% |
| Average down week | −3.03% | −1.57% |
Model, back tested, after charges. Weekly, rolling 5 years to 27 Apr 2026; Nifty 50 over the same window.
High, Low to Very High
Card figures: Model, back tested. As of 27 Apr 2026. Take the risk profile to find your band.
Start from the CNX Energy, filtered to stocks priced under ₹20,000.
Score every stock by a risk adjusted momentum composite over several look backs.
Hold the top 10 names by score, equal weighted so no single name dominates.
Every week the model reruns: names out of the top 10 are sold, new entrants bought, and the full list is published.
One of two thematic satellite cards on the lineup, alongside Healthcare Basket. The index screens the CNX Energy (Nifty Energy) universe for the top 10 momentum-ranked stocks priced under 20000, holds them equal-weighted at roughly 10% each, and rotates every week.
That weekly rotation is the differentiator: this is the fastest cadence on the marketplace. High turnover means the index can lock in regime gains fast when the energy cycle runs, and it also means drawdowns can be sharp when the cycle turns.
Ten names from one sector means the card moves as a bloc. Diversification inside the basket is real but diversification across sectors is zero by design. Expect the ride to look like the energy cycle itself, amplified by the momentum screen.
This is NOT a core holding. Single-sector concentration risk is real, energy stocks rise and fall together when oil, gas, or power policy and commodity cycles shift. Investors without that view should sit out and put the same capital into Allcap or Midcap Smallcap instead.
A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.
Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box.
Free Learn modules, no sign up.
0.2%of traded value, charged only when a rebalance trades
No subscription, AUM or performance fee; broker charges are separate. Fee calculator Pricing
Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded.
Model, back tested, cumulative, rolling 5 years to 27 Apr 2026. Net is gross minus estimated costs.
RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost.
Investing: Practice first, then Live
5 chapters, 0:46, no sound
04Questions
10 stocks from CNX Energy, rotated weekly. The thematic satellite. It selects the top 10 momentum names from CNX Energy and rebalances every week.
About ₹75,000 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings.
Energy Basket shows a model CAGR of 33.12% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.12. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.
39.48% peak to trough in the model record. The deepest period ran 126 days, from 15 Apr 2022 to 19 Aug 2022. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.
0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 2.3% of capital a year at 0.2% of traded value, from the published rebalance record: 53 rebalances in the year to 11 May 2026, about 11.2 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹75,000 that is about ₹1,680 a year, an estimate from the model record, not a promise.
Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.
05Same family
CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.
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Ready when you are
33.12% CAGR, model, back tested. About ₹75K to start. Every week, you approve each one.
0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.
