Smallcap
Diversified small-cap momentum. 50 stocks from Nifty Smallcap 250. Fortnightly rebalance.
Risk: Moderately High
Universe: Nifty Smallcap 250
Benchmark: Nifty 50
Equity 100%
Screen the Nifty Smallcap 250 for momentum, hold the top 50 equal-weighted, rebalance every 2 weeks. The 5-year backtest produced 462.93% cumulative return against the Nifty 50's 59.62%, CAGR 41.26%, Sharpe 1.59, max drawdown 22.34%. The 50-stock structure produces the shallowest max drawdown of the focused cap-segment cards. 2023 alone returned 112.7 percent | the best single calendar year of any strategy on the marketplace.
Net Return (5Y)
+462.93%
Nifty 50: +59.62%
Alpha vs Nifty 50
+403.31%
Cumulative outperformance
CAGR
+41.26%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 462.93% | 59.62% |
| CAGR | 41.26% | 9.80% |
| Sharpe Ratio | 1.59 | 0.73 |
| Sortino Ratio | 1.45 | 0.70 |
| Calmar Ratio | 1.85 | 0.58 |
| Risk |
| Max Drawdown | -22.34% | -16.92% |
| Volatility (Annualised) | 23.51% | 14.04% |
| Best Week | +9.04% | +6.36% |
| Worst Week | -9.84% | -6.33% |
| Efficiency |
| Win Rate | 62.84% | 57.47% |
| Avg Win | +2.68% | +1.49% |
| Avg Loss | -2.59% | -1.57% |
Configuration
Universe
Nifty Smallcap 250
Cost Decomposition
Gross Return
536.88%
Pre-cost
Estimated Cost
73.95%
Brokerage, STT, taxes
Net Return
462.93%
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) | 48 names equal-weighted
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2022-01-21 | 2022-04-01 | -14.32% | 70 |
| 2022-04-22 | 2022-07-15 | -14.31% | 84 |
| 2024-02-23 | 2024-04-19 | -11.89% | 56 |
| 2021-08-06 | 2021-09-03 | -9.38% | 28 |
| 2021-10-22 | 2021-12-24 | -7.83% | 63 |
Key Insight
Highest single calendar year of any strategy on the marketplace at +112.7 percent in 2023. The 50-stock equal-weight structure on the Nifty Smallcap 250 produces the shallowest max drawdown among the focused cap-segment cards (-22.34 percent versus Midcap's -24.87 percent and Microcap's -26.43 percent). Diversification works at the cap level. Small-cap regime drawdowns are real (2025 -8.7 percent) but recoveries are fast (2026 already +4.7 percent YTD).
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges deducted. Net = Gross 536.88 percent minus Cost 73.95 percent = 462.93 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.