---
title: "Nifty 50 Equal Weight Factsheet | RupeeCase"
description: "Nifty 50 Equal Weight factsheet: model CAGR 16.35%, max drawdown −15.71%, back tested as of 27 Apr 2026. Holdings, months, falls, costs. Print or save as PDF."
source_url: "https://www.rupeecase.com/strategies/factsheets/nifty-50-equal-weight"
---

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.

      [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=nifty-50-equal-weight)

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

      Calendar years, model, back tested, after charges.

        Print or save as PDF
        Email me the PDF

      [Read the Nifty 50 Equal Weight strategy page](/strategies/nifty-50-equal-weight)

            CAGR**16.35%**Nifty 50 TRI line 9.8%

            Max drawdown**−15.71%**peak to trough, model

            Sharpe ratio**1.13**Nifty 50 0.69

            Minimum capital**₹2.49L**about ₹2,49,000

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

            Nifty 50 Equal Weight, model**₹214**Nifty 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

              * Metric**Nifty 50 Equal Weight***Nifty 50*

              * Performance

              * CAGR**16.35%***9.8%*

              * Cumulative return**+94.73%***+55.09%*
* Sharpe ratio**1.13***0.69*
* Sortino ratio**1.11***0.67*
* Calmar ratio**1.03***0.54*

              * Risk

              * Max drawdown**−15.71%***−16.92%*

              * Volatility, a year**14.23%***14.15%*
* Best week**+5.50%***+6.36%*
* Worst week**−6.48%***−6.33%*

              * Efficiency

              * Weeks up**56.70%***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

            UniverseNifty 50
SleevesEquity 100
Holdings50, equal weight in the equity sleeve
RebalanceEvery 4 weeks, 13 a year
TierStarter
BenchmarkNifty 50
Minimum as of8 Aug 2026
Back test from9 Jul 2021
Metrics windowRolling 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 2025*371 days*
2. **−13.86%**15 Apr 2022 to 29 Jul 2022*105 days*
3. **−10.28%**21 Jan 2022 to 1 Apr 2022*70 days*
4. **−9.94%**9 Dec 2022 to 19 May 2023*161 days*
5. **−8.91%**22 Oct 2021 to 7 Jan 2022*77 days*

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

### Monthly returns

* **2021**no 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%**
* **2024**1.84.91.61.73.43.94.22.72.8−7.0−0.7−2.1**+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

* Equity**100%**

* 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 mapped**68.2%**
* Capital Goods**6.8%**
* Banking & Financial**6.8%**
* FMCG & Consumer**4.5%**
* Metals & Mining**4.5%**
* Energy & Oil & Gas**4.5%**
* Power & Utilities**4.5%**

            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 fee0.2% 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 testGross +115.10%, costs −2.77 pts, net +112.33%, rolling 5 years to 13 Jul 2026
Broker sideBrokerage, STT, exchange charges, GST

### Rebalance record

            Published rebalances65, 6 Aug 2021 to 3 Jul 2026
Names on the latest list44 (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

## Email me the PDF.

          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.

          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.

          * [Nifty 50 Equal Weight strategy page](/strategies/nifty-50-equal-weight)

          * [Rebalance history65 rebalances](/rebalance/nifty-50-equal-weight/)

          * [Rebalance history, CSV](/data/rebalances/nifty-50-equal-weight.csv)

          * [Nifty 50 Equal Weight as plain text](/strategies/nifty-50-equal-weight.md)

          * [Starter tier](/strategies/by-tier/starter)

          * [Disclaimers](/disclaimers)

### Compare Nifty 50 Equal Weight with

* [vs5Paisa Focused Alpha 5](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight)
* [vsFocused Largecap 20](/strategies/compare/nifty-50-equal-weight-vs-focused-largecap-20)
* [vsAllcap](/strategies/compare/nifty-50-equal-weight-vs-allcap)

### Other factsheets

* [higher CAGRLargecap HybridCAGR 22.7%](/strategies/factsheets/largecap-hybrid)
* [lower CAGRHealthcare BasketCAGR 15.2%](/strategies/factsheets/healthcare-basket)
* [LargeFocused Largecap 20](/strategies/factsheets/focused-largecap-20)
* [LargeLarge Cap Multi Asset](/strategies/factsheets/largecap-multi-asset)

        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.

    Explore next

## Read the record behind the factsheet.

* [GuideEqual weight vs market cap: what the NSE record shows for the same 100 companiesThe same 100 companies held two ways since 2013: returns, falls and costs.](/guides/equal-weight-vs-market-cap)
* [Free module 1.3Indices & Benchmarks13 min read](/learn/path-1/module-1-3-indices-and-benchmarks)
* [CalculatorSIP calculatorFree, with the formula and a worked example](/learn/tools/sip-calculator)
* [Blog noteThe Nifty 50 is 10 stocks plus 40 footnotesPortfolio construction, a short note](/blog/2026-05-02-morning-equal-weight-vs-cap-weight/)
* [SectorFinancial Services stocksNSE sector across the 18 index algos](/sectors/financial-services)
* [Free module 2.4How Backtesting Works8 min read](/learn/path-2/module-2-4-how-backtesting-works)

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

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=nifty-50-equal-weight)[Compare head to head](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight)

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