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Factsheet, model back tested

Nifty 50 Equal Weight factsheet

Nifty 50 Equal Weight is a RupeeCase index that holds 50 stocks from the Nifty 50, held at equal weight, rebalanced every 4 weeks. Model CAGR 16.4% (back tested, as of 27 Apr 2026), minimum about ₹2,49,000 (as of 8 Aug 2026), moderate risk band. The Nifty 50 Equal Weight factsheet puts its model, back tested record on one printable page.

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All 50 Nifty names, equal weight. The simplest card on the lineup.

+11%2021from Jul+9%2022+34%2023+18%2024+12%2025−1%2026to Jul
Calendar years, model, back tested, after charges.
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Read the Nifty 50 Equal Weight strategy page

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RupeeCase strategy factsheet

Nifty 50 Equal Weight

Equal weight, Nifty 50. All 50 Nifty names, equal weight. The simplest card on the lineup.

Risk band
Moderate
Model figures as of
27 Apr 2026
Weekly statistics to
13 Jul 2026
Holdings as of
3 Jul 2026
CAGR
16.35%Nifty 50 TRI line 9.8%
Max drawdown
−15.71%peak to trough, model
Sharpe ratio
1.13Nifty 50 0.69
Minimum capital
₹2.49Labout ₹2,49,000

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

Nifty 50 Equal Weight, model₹214Nifty 50 TRI, 9.8% CAGR line₹160
150 200

₹100 became ₹214, Jul 2021 to Jul 2026 (Nifty 50 TRI line ₹160). Log scale.

Performance, risk, efficiency

  • MetricNifty 50 Equal WeightNifty 50
  • Performance
  • CAGR16.35%9.8%
  • Cumulative return+94.73%+55.09%
  • Sharpe ratio1.130.69
  • Sortino ratio1.110.67
  • Calmar ratio1.030.54
  • Risk
  • Max drawdown−15.71%−16.92%
  • Volatility, a year14.23%14.15%
  • Best week+5.50%+6.36%
  • Worst week−6.48%−6.33%
  • Efficiency
  • Weeks up56.70%56.32%
  • Average up week+1.66%+1.53%
  • Average down week−1.50%−1.57%

Model, after charges; weekly, rolling 5 years to 13 Jul 2026. CAGR, Sharpe and max drawdown as of 27 Apr 2026.

Configuration

Universe
Nifty 50
Sleeves
Equity 100
Holdings
50, equal weight in the equity sleeve
Rebalance
Every 4 weeks, 13 a year
Tier
Starter
Benchmark
Nifty 50
Minimum as of
8 Aug 2026
Back test from
9 Jul 2021
Metrics window
Rolling 5 years

Calendar year returns

  • 2021from Jul+11.3%
  • 2022+9.2%
  • 2023+34.1%
  • 2024+17.7%
  • 2025+11.8%
  • 2026to Jul−1.0%

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

Deepest falls

  1. −15.71%4 Oct 2024 to 10 Oct 2025371 days
  2. −13.86%15 Apr 2022 to 29 Jul 2022105 days
  3. −10.28%21 Jan 2022 to 1 Apr 202270 days
  4. −9.94%9 Dec 2022 to 19 May 2023161 days
  5. −8.91%22 Oct 2021 to 7 Jan 202277 days

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

Monthly returns

  • 2021no datano datano datano datano datano data−0.45.04.80.0−2.74.5+11.3%
  • 2022−2.0−1.83.60.7−3.5−4.410.51.9−1.35.91.4−1.2+9.2%
  • 2023−4.0−2.81.35.84.35.73.1−0.63.5−1.75.710.4+34.1%
  • 20241.84.91.61.73.43.94.22.72.8−7.0−0.7−2.1+17.7%
  • 2025−1.5−5.35.54.72.63.8−3.4−0.10.35.00.7−0.6+11.8%
  • 2026−3.31.4−8.99.6−1.30.81.8no datano datano datano datano data−1.0%

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

44 holdings

  • Equity100%
  • ADANIENT
  • MAXHEALTH
  • SHRIRAMFIN
  • ADANIPORTS
  • BAJFINANCE
  • ICICIBANK
  • GRASIM
  • ASIANPAINT
  • TITAN
  • AXISBANK
  • SUNPHARMA
  • NESTLEIND
  • HINDALCO
  • SBIN
  • CIPLA
  • KOTAKBANK
  • DRREDDY
  • COALINDIA
  • LT
  • JSWSTEEL
  • ETERNAL
  • BHARTIARTL
  • BEL
  • TECHM
  • TATACONSUM
  • NTPC
  • M&M
  • BAJAJFINSV
  • POWERGRID
  • TATASTEEL
  • HDFCBANK
  • SBILIFE
  • HINDUNILVR
  • RELIANCE
  • JIOFIN
  • ONGC
  • ITC
  • HDFCLIFE
  • WIPRO
  • HCLTECH
  • INFY
  • TCS
  • TRENT
  • INDIGO

Equal weight across the 44 names on the published list of 3 Jul 2026. Model portfolio, not a recommendation to buy or sell any stock.

Sector allocation

  • Other, not yet mapped68.2%
  • Capital Goods6.8%
  • Banking & Financial6.8%
  • FMCG & Consumer4.5%
  • Metals & Mining4.5%
  • Energy & Oil & Gas4.5%
  • Power & Utilities4.5%

7 sectors in the equity sleeve.

How it works

  1. 1
    Universe

    The Nifty 50.

  2. 2
    Screen

    No ranking screen: every stock in the universe qualifies.

  3. 3
    Weight

    All 50 names at equal weight, about 2% each.

  4. 4
    Rebalance

    Every 4 weeks the book is reset to equal weights and the full list is published.

Costs

Platform fee
0.2% of traded value per rebalance; no AUM or performance fee, no lock in
A year on the minimum, under
₹250 (under 0.1% of capital): 14 rebalances in the year to 3 Jul 2026, no name left the list (3 added, funded by trimming the rest, a weight reset), model record
Inside the back test
Gross +115.10%, costs −2.77 pts, net +112.33%, rolling 5 years to 13 Jul 2026
Broker side
Brokerage, STT, exchange charges, GST

Rebalance record

Published rebalances
65, 6 Aug 2021 to 3 Jul 2026
Names on the latest list
44 (target 50)

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/nifty-50-equal-weight

02The PDF

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No sign up to read; Print saves a PDF. Leave an email for a copy and a note when Nifty 50 Equal Weight 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 Nifty 50 Equal Weight with

Other factsheets

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

04Questions

The Nifty 50 Equal Weight factsheet,
in plain words.

What does the Nifty 50 Equal Weight factsheet show?

The model, back tested record of Nifty 50 Equal Weight: a CAGR of 16.35%, a deepest fall of −15.71% and a Sharpe ratio of 1.13 as of 27 Apr 2026, with 50 holdings rebalanced every 4 weeks. Every figure is after estimated charges and names its date.

What does it cost to run Nifty 50 Equal Weight?

0.2% of traded value per rebalance, nothing else: no subscription, no AUM fee, no performance fee and no lock in. Under 0.1% of capital a year at 0.2% of traded value, from the published rebalance record: 14 rebalances in the year to 3 Jul 2026, no name left the list (3 added, funded by trimming the rest, a weight reset). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹2,49,000 that is under ₹250 a year, an estimate from the model record, not a promise.

How much capital does Nifty 50 Equal Weight need?

About ₹2,49,000, 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.

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Read the record behind the factsheet.

Nifty 50 Equal Weight.
Read the rules, then decide.

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About ₹2.49L to start. 0.2% of traded value per rebalance, no lock in.