Healthcare Basket
The defensive thematic satellite. 10 stocks, weekly rotation, Indian mid+small healthcare.
Risk: Very High (Thematic)
Universe: Nifty MidSmall Healthcare under ₹5,000
Benchmark: Nifty 50
Equity 100 (thematic)
10 momentum-ranked stocks from the Nifty MidSmall Healthcare universe, rebalanced every week. The defensive sibling to Energy Basket on the lineup | 100 percent concentration in India's mid and small cap healthcare complex. The 5-year backtest produced 115.91 percent cumulative against the Nifty 50's 59.62 percent, max drawdown 33.29 percent over 735 days (the 2021-2023 sector correction), and a cost ratio of 25.89 percent (lower than Energy Basket because the universe is narrower and stocks turn over less aggressively despite the 1W cadence). Best year 2023 plus 57.2 percent. Worst year 2022 minus 19.6 percent. This is not a core portfolio. It is a 5 to 10 percent satellite sleeve for investors who already have a diversified core and want explicit thematic exposure to specialty pharma, hospital chains, life sciences, and CDMOs.
Net Return (5Y)
+115.91%
Nifty 50: +59.62%
Alpha vs Nifty 50
+56.29%
Cumulative outperformance
CAGR
+16.63%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 115.91% | 59.62% |
| CAGR | 16.63% | 9.80% |
| Sharpe Ratio | 0.89 | 0.73 |
| Sortino Ratio | 0.89 | 0.70 |
| Calmar Ratio | 0.50 | 0.58 |
| Risk |
| Max Drawdown | -33.29% | -16.92% |
| Volatility (Annualised) | 19.44% | 14.04% |
| Best Week | +8.24% | +6.36% |
| Worst Week | -9.01% | -6.33% |
| Efficiency |
| Win Rate | 57.47% | 57.47% |
| Avg Win | +2.10% | +1.49% |
| Avg Loss | -2.05% | -1.57% |
Configuration
Universe
Nifty MidSmall Healthcare
Sleeves
Equity 100 (thematic)
Cost Decomposition
Gross Return
141.80%
Pre-cost
Estimated Cost
25.89%
Brokerage, STT, taxes
Net Return
115.91%
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) | 10 names equal-weighted
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2021-07-23 | 2023-07-28 | -33.29% | 735 |
| 2024-12-13 | 2025-06-20 | -19.39% | 189 |
| 2025-10-24 | 2026-04-17 | -11.31% | 175 |
| 2024-03-01 | 2024-06-21 | -10.24% | 112 |
| 2023-10-06 | 2023-11-03 | -7.13% | 28 |
Key Insight
The defensive sibling to Energy Basket. Same 1W rebalance cadence, same 10-stock concentration, but on a less volatile universe: mid and small cap pharma, hospitals, and life sciences. Max drawdown 33.29 percent over 735 days vs Energy Basket's 39.48 percent. Cost 25.89 percent vs Energy Basket's 77.74 percent (the healthcare universe is narrower so turnover per cycle is lower). CAGR 16.63 percent | the lowest-CAGR thematic card on the marketplace, but with a Sharpe of 0.89 it delivers most of that return per unit of risk taken. Right card for an investor who wants explicit India healthcare exposure (specialty pharma, hospital chains, CDMOs) as a 5 to 10 percent satellite sleeve, paired with a diversified core elsewhere.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges (brokerage, STT, taxes) deducted. Net return is computed as Gross 141.80 percent minus Cost 25.89 percent equals 115.91 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. Market-linked products carry market risk including loss of principal. Concentration risk is significant given the 10-stock thematic structure with 100 percent exposure to the healthcare complex (pharma, hospitals, life sciences, CDMOs). This is a satellite strategy and should not be used as core portfolio. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.