---
title: "Energy Basket Factsheet | Model Back Test | RupeeCase"
description: "Energy Basket factsheet: model CAGR 33.12%, max drawdown −39.48%, back tested as of 27 Apr 2026. Holdings, months, falls, costs. Print or save as PDF."
source_url: "https://www.rupeecase.com/strategies/factsheets/energy-basket"
---

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.

      [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=energy-basket)

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

      Calendar years, model, back tested, after charges.

        Print or save as PDF
        Email me the PDF

      [Read the Energy Basket strategy page](/strategies/energy-basket)

            CAGR**33.12%**Nifty 50 TRI line 9.8%

            Max drawdown**−39.48%**peak to trough, model

            Sharpe ratio**1.12**Nifty 50 0.73

            Minimum capital**₹75K**about ₹75,000

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

            Energy Basket, model**₹410**Nifty 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

              * Metric**Energy Basket***Nifty 50*

              * Performance

              * CAGR**33.12%***9.8%*

              * Cumulative return**+307.69%***+59.62%*
* Sharpe ratio**1.12***0.73*
* Sortino ratio**1.19***0.70*
* Calmar ratio**0.87***0.58*

              * Risk

              * Max drawdown**−39.48%***−16.92%*

              * Volatility, a year**30.47%***14.04%*
* Best week**+12.06%***+6.36%*
* Worst week**−11.29%***−6.33%*

              * Efficiency

              * Weeks up**55.56%***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

            UniverseCNX Energy
SleevesEquity 100
Holdings10, equal weight in the equity sleeve
RebalanceEvery week, 52 a year
Max stock price₹20,000
TierThematic satellite
BenchmarkNifty 50
Minimum as of8 Aug 2026
Back test from7 May 2021
Metrics windowRolling 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 2022*126 days*
2. **−24.19%**16 Sep 2022 to 7 Jul 2023*294 days*
3. **−13.38%**18 Jun 2021 to 3 Sep 2021*77 days*
4. **−12.56%**23 Feb 2024 to 19 Apr 2024*56 days*
5. **−11.00%**21 Jan 2022 to 1 Apr 2022*70 days*

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

### Monthly returns

* **2021**no datano datano datano data7.08.8−2.95.88.511.6−5.09.5**+50.4%**
* **2022**11.7−9.43.710.2−8.8−10.615.69.1−3.27.8−1.0−3.8**+18.0%**
* **2023**−7.8−4.3−3.78.13.49.711.59.515.7−2.320.820.0**+108.8%**
* **2024**5.48.4−4.48.013.5−0.6−1.15.00.6−12.7−4.3−0.1**+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

* Equity**89%**

* BHEL**10.0%**
* ADANIPOWER**10.0%**
* SUZLON**10.0%**
* JPPOWER**10.0%**
* ABB**9.8%**
* TORNTPOWER**9.1%**
* ADANIGREEN**8.5%**
* ADANIENSOL**8.1%**
* THERMAX**7.0%**
* GVT&D**6.7%**

            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 & Utilities**63.5%**
* Capital Goods**26.3%**
* Other, not yet mapped**10.2%**

            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 fee0.2% 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 testGross +416.69%, costs −77.74 pts, net +338.95%, rolling 5 years to 27 Apr 2026
Broker sideBrokerage, STT, exchange charges, GST

### Rebalance record

            Published rebalances262, 14 May 2021 to 11 May 2026
Names on the latest list10 (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.

          Noted on this device. Print saves the PDF any time.

          In the app

## How a strategy is chosen.

1.

1Search finds strategies by name, theme or type: here, mid.
2.

2Each card: growth per year beside the NIFTY 50, max drawdown, risk band, minimum, rebalance and stocks.
3.

3The strategy page: model history after charges, the NIFTY 50 beside it, and the risk band.
4.

4Key figures: today, growth per year and max drawdown, each beside the NIFTY 50.
5.

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](/strategies/#sxChoose)

          03Documents

## Everything behind the sheet.

          * [Energy Basket strategy page](/strategies/energy-basket)

          * [Rebalance history262 rebalances](/rebalance/energy-basket/)

          * [Rebalance history, CSV](/data/rebalances/energy-basket.csv)

          * [Energy Basket as plain text](/strategies/energy-basket.md)

          * [Thematic satellite tier](/strategies/by-tier/thematic)

          * [Disclaimers](/disclaimers)

### Compare Energy Basket with

* [vsMidcap](/strategies/compare/midcap-vs-energy-basket)
* [vsAllcap](/strategies/compare/energy-basket-vs-allcap)

### Other factsheets

* [higher CAGRLarge Mid HybridCAGR 33.2%](/strategies/factsheets/large-mid-hybrid)
* [lower CAGRFocused Largecap 20CAGR 26.3%](/strategies/factsheets/focused-largecap-20)
* [ThematicHealthcare Basket](/strategies/factsheets/healthcare-basket)

        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.

* [Free module 3.1The Momentum Factor11 min read](/learn/path-3/module-3-1-momentum-factor-deep-dive)
* [Blog noteEnergy Basket: the satellite, not the planetStrategy notes, a short note](/blog/2026-05-02-evening-energy-basket-satellite/)
* [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods)
* [Free module 2.4How Backtesting Works8 min read](/learn/path-2/module-2-4-how-backtesting-works)

## Energy Basket.
Read the rules, then decide.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=energy-basket)[Compare with Midcap](/strategies/compare/midcap-vs-energy-basket)

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