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Factsheet, model back tested

Energy Basket factsheet

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. The Energy Basket factsheet puts its model, back tested record on one printable page.

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

+50%2021from May+18%2022+109%2023+16%2024−15%2025+19%2026to May
Calendar years, model, back tested, after charges.
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Read the Energy Basket strategy page

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RupeeCase strategy factsheet

Energy Basket

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

Risk band
High
Model figures as of
27 Apr 2026
Weekly statistics to
27 Apr 2026
Holdings as of
11 May 2026
CAGR
33.12%Nifty 50 TRI line 9.8%
Max drawdown
−39.48%peak to trough, model
Sharpe ratio
1.12Nifty 50 0.73
Minimum capital
₹75Kabout ₹75,000

Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.

Energy Basket, model₹410Nifty 50 TRI, 9.8% CAGR line₹162
150 200 300

₹100 became ₹410, May 2021 to Jul 2026 (Nifty 50 TRI line ₹162). Log scale.

Performance, risk, efficiency

  • MetricEnergy BasketNifty 50
  • Performance
  • CAGR33.12%9.8%
  • Cumulative return+307.69%+59.62%
  • Sharpe ratio1.120.73
  • Sortino ratio1.190.70
  • Calmar ratio0.870.58
  • Risk
  • Max drawdown−39.48%−16.92%
  • Volatility, a year30.47%14.04%
  • Best week+12.06%+6.36%
  • Worst week−11.29%−6.33%
  • Efficiency
  • Weeks up55.56%57.47%
  • Average up week+3.61%+1.49%
  • Average down week−3.03%−1.57%

Model, after charges; weekly, rolling 5 years to 27 Apr 2026. CAGR, Sharpe and max drawdown as of 27 Apr 2026.

Configuration

Universe
CNX Energy
Sleeves
Equity 100
Holdings
10, equal weight in the equity sleeve
Rebalance
Every week, 52 a year
Max stock price
₹20,000
Tier
Thematic satellite
Benchmark
Nifty 50
Minimum as of
8 Aug 2026
Back test from
7 May 2021
Metrics window
Rolling 5 years

Calendar year returns

  • 2021from May+50.4%
  • 2022+18.0%
  • 2023+108.8%
  • 2024+16.1%
  • 2025−14.6%
  • 2026to May+19.4%

Model, back tested, after charges, 2021 to May 2026.

Deepest falls

  1. −25.22%15 Apr 2022 to 19 Aug 2022126 days
  2. −24.19%16 Sep 2022 to 7 Jul 2023294 days
  3. −13.38%18 Jun 2021 to 3 Sep 202177 days
  4. −12.56%23 Feb 2024 to 19 Apr 202456 days
  5. −11.00%21 Jan 2022 to 1 Apr 202270 days

Daily model record, rolling 5 years: peak to low, days to recover.

Monthly returns

  • 2021no datano datano datano data7.08.8−2.95.88.511.6−5.09.5+50.4%
  • 202211.7−9.43.710.2−8.8−10.615.69.1−3.27.8−1.0−3.8+18.0%
  • 2023−7.8−4.3−3.78.13.49.711.59.515.7−2.320.820.0+108.8%
  • 20245.48.4−4.48.013.5−0.6−1.15.00.6−12.7−4.3−0.1+16.1%
  • 2025−15.3−13.711.12.68.11.4−4.8−5.57.33.0−5.1−1.0−14.6%
  • 2026−4.69.2−6.623.1−0.3no datano datano datano datano datano datano data+19.4%

Model, after charges; one calendar month per cell, in percent.

10 holdings

  • Equity89%
  • BHEL10.0%
  • ADANIPOWER10.0%
  • SUZLON10.0%
  • JPPOWER10.0%
  • ABB9.8%
  • TORNTPOWER9.1%
  • ADANIGREEN8.5%
  • ADANIENSOL8.1%
  • THERMAX7.0%
  • GVT&D6.7%

Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock.

Sector allocation

  • Power & Utilities63.5%
  • Capital Goods26.3%
  • Other, not yet mapped10.2%

3 sectors in the equity sleeve.

How it works

  1. 1
    Universe

    CNX Energy, stocks priced under ₹20,000.

  2. 2
    Rank

    A risk adjusted momentum composite scores every stock.

  3. 3
    Select

    The top 10 names, equal weighted.

  4. 4
    Rebalance

    Every week: names out are sold, entrants bought, the list published.

Costs

Platform fee
0.2% of traded value per rebalance; no AUM or performance fee, no lock in
A year on the minimum, about
₹1,680 (2.3% of capital): 53 rebalances in the year to 11 May 2026, about 11.2 times the portfolio traded (sales and purchases), model record
Inside the back test
Gross +416.69%, costs −77.74 pts, net +338.95%, rolling 5 years to 27 Apr 2026
Broker side
Brokerage, STT, exchange charges, GST

Rebalance record

Published rebalances
262, 14 May 2021 to 11 May 2026
Names on the latest list
10 (target 10)

Every list is public, with the names in and out.

RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost. Prices: NSE BhavCopy; the back test deducts brokerage, STT, exchange charges and GST. https://www.rupeecase.com/strategies/factsheets/energy-basket

02The PDF

Email me the PDF.

No sign up to read; Print saves a PDF. Leave an email for a copy and a note when Energy Basket rebalances. Two emails a month at most.

By submitting you agree to the privacy policy. RupeeCase is not a SEBI registered investment adviser.

In the app

How a strategy is chosen.

  1. The RupeeCase app on a phone. Search finds strategies by name, theme or type: here, mid.
    1Search finds strategies by name, theme or type: here, mid.
  2. The RupeeCase app on a phone. Each card: growth per year beside the NIFTY 50, max drawdown, risk band, minimum, rebalance and stocks.
    2Each card: growth per year beside the NIFTY 50, max drawdown, risk band, minimum, rebalance and stocks.
  3. The RupeeCase app on a phone. The strategy page: model history after charges, the NIFTY 50 beside it, and the risk band.
    3The strategy page: model history after charges, the NIFTY 50 beside it, and the risk band.
  4. The RupeeCase app on a phone. Key figures: today, growth per year and max drawdown, each beside the NIFTY 50.
    4Key figures: today, growth per year and max drawdown, each beside the NIFTY 50.
  5. The RupeeCase app on a phone. The History tab: every rebalance in the model record, with the stocks sold and how each did.
    5The History tab: every rebalance in the model record, with the stocks sold and how each did.

Screens from the RupeeCase app, shown with Allcap. Model, back tested. As of 27 Apr 2026. Watch the walkthrough

03Documents

Everything behind the sheet.

Compare Energy Basket with

Other factsheets

CAGR on the cards: Model, back tested. As of 27 Apr 2026.

04Questions

The Energy Basket factsheet,
in plain words.

What does the Energy Basket factsheet show?

The model, back tested record of Energy Basket: a CAGR of 33.12%, a deepest fall of −39.48% and a Sharpe ratio of 1.12 as of 27 Apr 2026, with 10 holdings rebalanced every week. Every figure is after estimated charges and names its date.

What does it cost to run Energy Basket?

0.2% of traded value per rebalance, nothing else: no subscription, no AUM fee, no performance fee and no lock in. 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.

How much capital does Energy Basket need?

About ₹75,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. More capital tracks the model weights more closely.

Are these actual returns?

No. RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost.

Explore next

Read the record behind the factsheet.

Energy Basket.
Read the rules, then decide.

Sign up for RupeeCaseCompare with Midcap

About ₹75K to start. 0.2% of traded value per rebalance, no lock in.