Focused Largecap 20
Pure-equity large-cap momentum. 20 stocks from Nifty 100. Monthly rebalance.
Risk: Moderately High
Universe: Nifty 100
Benchmark: Nifty 50
Equity 100%
Screen the Nifty 100 for momentum, hold the top 20 equal-weighted, rebalance every 4 weeks. Pure equity (no debt or gold overlay). The 5-year backtest produced 249.08% cumulative against the Nifty 50's 59.62%, CAGR 28.39%, Sharpe 1.27, max drawdown 23.58%. Lowest-turnover strategy on the marketplace: cost ratio of 35.19 percent is the cleanest on the lineup. Steady-compounder slot at ₹95,515 minimum.
Net Return (5Y)
+249.08%
Nifty 50: +59.62%
Alpha vs Nifty 50
+189.46%
Cumulative outperformance
CAGR
+28.39%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 249.08% | 59.62% |
| CAGR | 28.39% | 9.80% |
| Sharpe Ratio | 1.27 | 0.73 |
| Sortino Ratio | 1.27 | 0.70 |
| Calmar Ratio | 1.20 | 0.58 |
| Risk |
| Max Drawdown | -23.58% | -16.92% |
| Volatility (Annualised) | 21.49% | 14.04% |
| Best Week | +7.96% | +6.36% |
| Worst Week | -6.78% | -6.33% |
| Efficiency |
| Win Rate | 58.62% | 57.47% |
| Avg Win | +2.51% | +1.49% |
| Avg Loss | -2.30% | -1.57% |
Configuration
Cost Decomposition
Gross Return
284.27%
Pre-cost
Estimated Cost
35.19%
Brokerage, STT, taxes
Net Return
249.08%
What investors realise
Year by Year Performance
Monthly Returns Heatmap (5Y)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|
Current Holdings (post 11 May 2026 rebalance) | 20 names equal-weighted
Worst 5 Drawdown Periods (Completed)
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2022-04-15 | 2022-08-05 | -19.22% | 112 |
| 2022-12-16 | 2023-06-02 | -15.40% | 168 |
| 2021-10-22 | 2022-03-25 | -10.90% | 154 |
| 2023-09-15 | 2023-11-03 | -7.30% | 49 |
| 2022-09-23 | 2022-10-21 | -5.83% | 28 |
Key Insight
The pure-equity twin of LargeCap Multi Asset. Same 20 Nifty 100 momentum names, same 4-week rebalance, but no debt or gold overlay. The 4-week cadence is the cost-saver: 35.19 percent cost ratio is the lowest on the lineup, well below the 50 to 80 percent range of the 2-week cards. The trade you accept for lower turnover is lower momentum capture: 28.39 percent CAGR sits at the conservative end of the lineup, but volatility (21.49 percent) and max drawdown (23.58 percent) are correspondingly modest. 2025 closed only minus 3.5 percent (the multi-asset twin and other defensive cards did better in absolute terms, but this card lost less than every pure-equity peer). Right card for the moderately aggressive investor who wants pure equity but explicitly does not want sub-month turnover friction.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges deducted. Net = Gross 284.27 percent minus Cost 35.19 percent = 249.08 percent. Past performance is not indicative of future results. RupeeCase platform fee is 0.2 percent on traded value, charged only when trades execute. No subscription, no AUM fee. Markets-linked products carry market risk including loss of principal. Read invest.rupeecase.com/disclaimers before investing.