RupeeCase Nifty 10
Your first systematic strategy. 10 Nifty 50 momentum stocks. Monthly rotation.
Risk: Mod High
Universe: Nifty 50 under ₹2,500
Benchmark: Nifty 50
Equity 100 (starter)
Top 10 momentum-ranked stocks from the Nifty 50, rebalanced every 4 weeks. The simplest card on the marketplace and now the lowest min capital on the entire lineup at ₹17,799. Designed as the entry point for first-time systematic investors. The 5-year backtest produced 102.08 percent cumulative against the Nifty 50's 59.62 percent, an alpha of 42.46 percentage points. CAGR 15.10 percent. The trade-off you accept for the simplicity is modest performance: the Nifty 50 universe is too narrow to generate strong momentum alpha, so this card mostly captures the Nifty's beta with a tilt. Right card to learn systematic investing. Graduate to Large Midcap or Alpha 5 once you have lived through a drawdown here.
Net Return (5Y)
+102.08%
Nifty 50: +59.62%
Alpha vs Nifty 50
+42.46%
Cumulative outperformance
CAGR
+15.10%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 102.08% | 59.62% |
| CAGR | 15.10% | 9.80% |
| Sharpe Ratio | 0.88 | 0.73 |
| Sortino Ratio | 0.85 | 0.70 |
| Calmar Ratio | 0.68 | 0.58 |
| Risk |
| Max Drawdown | -22.24% | -16.92% |
| Volatility (Annualised) | 17.84% | 14.04% |
| Best Week | +6.72% | +6.36% |
| Worst Week | -8.99% | -6.33% |
| Efficiency |
| Win Rate | 56.32% | 57.47% |
| Avg Win | +2.02% | +1.49% |
| Avg Loss | -1.92% | -1.57% |
Configuration
Sleeves
Equity 100 (starter)
Cost Decomposition
Gross Return
124.98%
Pre-cost
Estimated Cost
22.89%
Brokerage, STT, taxes
Net Return
102.08%
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) | 10 names equal-weighted
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2021-10-22 | 2023-08-25 | -22.07% | 672 |
| 2024-03-01 | 2024-03-22 | -5.48% | 21 |
| 2024-06-07 | 2024-06-28 | -4.98% | 21 |
| 2021-06-11 | 2021-07-16 | -4.38% | 35 |
| 2024-07-19 | 2024-09-13 | -4.37% | 56 |
Key Insight
The starter card. Lowest CAGR (15.10 percent), lowest Sharpe (0.88) on the lineup, but also the lowest minimum capital at ₹17,799 (down from ₹24,000). The Nifty 50 universe is too narrow to generate strong momentum alpha, so this card mostly captures the Nifty's beta with a modest tilt. The pitch is simplicity: 10 names, monthly rotation, the cleanest rules-based strategy on the platform. 2026 has flipped positive at +4.4 percent YTD after a -8.9 percent March, and 2025 closed only -2.7 percent (revised from -9.0, better than half the lineup). The 672-day Oct 2021 to Aug 2023 drawdown is the lived experience of holding 10 Nifty names through a sideways regime, instructive, not catastrophic. Right card for an investor learning systematic investing for the first time. Once you have lived through a real drawdown here, graduate to Large Midcap (Strategy 11, CAGR 40.22 percent) for the full alpha experience.
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 124.98 percent minus Cost 22.89 percent equals 102.08 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. Market-linked products carry market risk including loss of principal. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.