THEMATIC

Energy Basket

10 stocks from CNX Energy, rotated weekly. The thematic satellite.

Updated 28 Jul 2026 Rebalances 1 week Next: 3 Aug 2026

Start with Energy Basket → View factsheet Rebalance history

0.2% on traded value · No AUM fee · No lock-in · Minimum ₹76,000 · Capital stays in your own broker

Return (CAGR)

33.04%

Risk (Max Drawdown)

-39.48%

Min Capital

₹76,000

Advanced metricsSharpe, Sortino, volatility, cumulative return and more

Sharpe Ratio

1.12

Sortino Ratio

1.19

Calmar Ratio

0.87

Volatility (annualised)

30.47%

Cumulative return (5Y rolling)

314.71%

Cumulative alpha vs Nifty 50 (5Y rolling)

262.13%

Risk metrics as of 27 Apr 2026

How It Works

Step 1 | Universe Start from CNX Energy filtered to stocks priced under ₹20,000.
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 10 names by score. Equal-weight across the book so no single name dominates.
Step 4 | Rebalance Every 1 week the model re-runs end-to-end. Names that fall out of the top 10 are sold; new entrants are bought. You see the full holdings list at every rebalance.

Who This Is For

Suitable for

growth-oriented investors comfortable with double-digit drawdowns

Suggested allocation

15 to 25 percent of equity capital

Time horizon

5 years or longer. Drawdowns of 39% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

Capital required

₹76,000 minimum. This buys roughly one share of every holding at current prices. Investing more buys fractions of additional units and tightens the model's expected behaviour.

Strategy Configuration

Universe

CNX Energy

Holdings

10 stocks

Rebalance

1 week

Risk Level

High

Benchmark

Nifty 50

Max Stock Price

₹20,000

Live NAV | Backtested 2021 onwards

Energy Basket 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	Energy Basket	Nifty 50
CAGR	33.04%	9.80%
Cumulative Return (5Y rolling)	314.71%	59.62%
Sharpe Ratio	1.12	0.73
Max Drawdown	-39.48%	-16.92%
Volatility	30.47%	14.04%

CAGR and cumulative return refresh daily. Sharpe, drawdown, volatility and all benchmark figures are as of 27 Apr 2026.

Cost Decomposition

Figures as of 27 Apr 2026

Gross Return

416.69%

Total Cost

77.74%

Net Return

338.95%

What this would have returned

Your amount run through Energy Basket's backtested monthly returns (2021-05-07 to now, after costs). A backtest, not a promise.

Invest ₹ per month

You put in

₹0

Backtested value

₹0

Gain

₹0

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)
2022-04-15	2022-08-19	-25.22%	126
2022-09-16	2023-07-07	-24.19%	294
2021-06-18	2021-09-03	-13.38%	77
2024-02-23	2024-04-19	-12.56%	56
2022-01-21	2022-04-01	-11.00%	70

Yearly Returns

2021

+50.4%

2022

+18.0%

2023

+108.8%

2024

+16.1%

2025

-14.6%

2026

+19.4%

Sector allocation

3 sectors represented in the equity sleeve. Largest concentration: Power & Utilities at 63.5%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.

Power & Utilities 63.5%

Capital Goods 26.3%

Diversified 10.2%

Sector rotation

262 rebalances . 4 sectors touched . 3 live today.

Darker cell . higher weight . blank . sector not held

Power & Utilities

60%

Capital Goods

30%

Diversified

10%

Energy & Oil & Gas

out

202120222023202420252026

Equal weighted at the stock level . source rebalance CSV . sector map curated against NSE listings . 1 sector previously held now exited

Latest move . 2026-05-08 to 2026-05-11

Capital Goods +3pp

Out

Power & Utilities -4pp

tickers removed: RPOWER

Rotation events . shifts 10pp or more

2026-05-01 Energy & Oil & Gas -15pp removed ONGC, NLCINDIA, COALINDIA
2026-04-17 Power & Utilities +17pp, Diversified -10pp added ADANIGREEN, JPPOWER, ADANIENSOL . removed TATAPOWER
2026-03-20 Power & Utilities +14pp, Diversified -11pp added ADANIENSOL, ADANIPOWER . removed IOC
2025-11-28 Power & Utilities +14pp, Diversified -13pp added JPPOWER, ADANIGREEN . removed CESC
2025-09-26 Power & Utilities +13pp, Diversified -10pp added ADANIENSOL, ADANIGREEN, HINDPETRO, BHEL, NHPC . removed JSWENERGY, BPCL
2025-06-06 Diversified -12pp, Power & Utilities +11pp added CGPOWER . removed CESC, AEGISLOG
2025-05-09 Diversified +15pp, Power & Utilities -15pp added RELIANCE, IOC, GSPL . removed NTPC
2025-03-28 Diversified -10pp added GVT&D, AEGISLOG, HINDPETRO . removed MGL, RELIANCE, INOXWIND, NHPC
2025-02-21 Diversified -11pp added NLCINDIA . removed GSPL, HINDPETRO
2025-02-07 Power & Utilities -15pp, Diversified +12pp removed CGPOWER, JPPOWER
2025-01-17 Diversified -10pp added ONGC, JPPOWER
2025-01-03 Diversified +13pp, Power & Utilities -11pp added GSPL, PETRONET . removed JPPOWER

See full rebalance history (49 rotation events)

Current Holdings

10 positions as of 2026-05-11 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.

BHEL

10.0%

ADANIPOWER

10.0%

ADANIGREEN

8.5%

ADANIENSOL

8.1%

SUZLON

10.0%

GVT&D

6.7%

THERMAX

7.0%

JPPOWER

10.0%

TORNTPOWER

9.1%

ABB

9.8%

Want live quantities, prices, and book values? View live in the platform →

Why This Strategy

One of two thematic satellite cards on the lineup, alongside Healthcare Basket. The strategy screens the CNX Energy (Nifty Energy) universe for the top 10 momentum-ranked stocks priced under 20000, holds them equal-weighted at roughly 10 percent each, and rotates every week.

That weekly rotation is the differentiator: this is the fastest cadence on the marketplace, which is why the cost line above runs the heaviest on the lineup. High turnover means the strategy can lock in regime gains fast when the energy cycle runs, and it also means drawdowns can be sharp when the cycle turns. The yearly figures above show both faces.

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. The right sizing is 5 to 10 percent of equity, as a satellite tilt for an investor with an explicit thematic view on the Indian energy capex cycle (renewables, T&D, power generation). Investors without that view should sit out and put the same capital into Allcap or Midcap Smallcap instead.

Check the live figures above before you size this card. They move with the cycle.

Key Takeaways

Thematic energy momentum on the CNX Energy universe
10 stocks equal-weighted, rotated weekly, the fastest cadence on the lineup
Moves with the Indian energy capex cycle, in both directions
Satellite sizing only: 5 to 10 percent of equity

Frequently Asked Questions

What is the Energy Basket strategy?

10 stocks from CNX Energy, rotated weekly. The thematic satellite. It selects the top 10 momentum names from CNX Energy and rebalances every 1 week.

What is the minimum investment for Energy Basket?

₹76,000. This is enough to hold one share of every name in the current book at present prices. Higher allocations tighten the equal-weight match.

How does Energy Basket compare to the Nifty 50?

Over the rolling 5-year backtest, Energy Basket produced 33.04% CAGR versus Nifty 50's 9.80%. Sharpe ratio 1.12 versus the benchmark's 0.73. Past performance does not guarantee future returns.

What is the worst drawdown Energy Basket has experienced?

39.48% peak-to-trough in the rolling 5-year backtest. The deepest period ran 126 days from 2022-04-15 to 2022-08-19. Drawdowns of similar magnitude can happen again. Position sizing should reflect this.

What are the fees on Energy Basket?

0.2% on traded value per rebalance. No subscription, no AUM fee, no performance fee. With 1 week cadence and typical 30 to 50 percent turnover, annual platform fees on the minimum capital work out to under ₹500. See the pricing page for the full worked example.

Can I exit Energy Basket at any time?

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.

Last Rebalance 11 May 2026

Next Rebalance 3 Aug 2026

Documents

View / download factsheet (PDF) Rebalance History CSV

Last rebalance | 2026-05-11

Full history →

vs 2026-05-08 cycle · 0 added · 1 removed · 10 retained

Added (0)

No additions

Removed (1)

RPOWER

Get notified when Energy Basket 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

Energy Basket sits in the High bucket. Take one step in either direction:

One step safer (Moderately High)

Allcap

CAGR 44.4% · Sharpe 1.68 · Max DD 22.7%

One step bolder (Very High)

5Paisa Focused Alpha 5

CAGR 53.3% · Sharpe 1.60 · Max DD 24.2%

Compare Energy Basket with

2 pre-built head-to-head comparisons with metrics, holdings overlap, and trade-off summary.

Midcap

CAGR 39.3% · Sharpe 1.49

Allcap

CAGR 44.4% · Sharpe 1.68

Learn the mechanics behind Energy Basket

4 modules from the RupeeCase Learn library cover the concepts inside this strategy. Free, no sign-up.

Factor timing | when sector bets work Factor investing in India | the empirical evidence Momentum factor | the engine behind these strategies How backtesting works | reading the 5Y numbers honestly

Hear it on The Tanmay Edge

India's pre-market edge. Daily institutional positioning, options flows, and the levels that matter. Free, on every major podcast platform.

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All 28+ episodes →

Phase 49B Compare Energy Basket side-by-side Match returns, drawdowns and overlap against any other strategy in the lineup.

Disclaimer: Past performance is not indicative of future returns. All returns shown are from backtests conducted by RupeeCase from 2021-05-07. Actual traded returns may differ. Systematic strategies are subject to market risk, and capital can be lost. Investors should conduct their own research and consult a financial advisor before investing.

Learn the mechanics