Momentum, Nifty 100
Focused Largecap 20 is a RupeeCase index that holds 20 stocks from the Nifty 100, ranked by price momentum, rebalanced every 4 weeks. Model CAGR 26.3% (back tested, as of 27 Apr 2026), minimum about ₹1,00,000 (as of 8 Aug 2026), moderately high risk band.
20 largecap stocks, 4-week rotation. Pure equity on the Nifty 100.
Moderately High risk band
Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name.
01At a glance
₹100 in Jul 2021 became ₹321 by Jul 2026 (Nifty 50 TRI line ₹160). Model, back tested. As of 27 Apr 2026. After charges, log scale.
02Three steps
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.
Invest in Focused Largecap 20
Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration.
03Factsheet
Model, back tested, after charges; each block names its date.
Model, back tested, after charges, 2021 to Jul 2026.
Model, back tested monthly returns after charges, Jul 2021 to Jul 2026 (61 months).
Daily model record over rolling 5 years: peak to low, and days until back at that peak.
Model, back tested. As of 27 Apr 2026. Month end values, Jul 2021 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | no data | no data | no data | no data | no data | no data | −0.4 | 7.4 | 5.5 | 4.4 | −3.6 | 3.6 | +17.7% |
| 2022 | −0.2 | −1.2 | 5.3 | 7.9 | −9.4 | −4.2 | 14.4 | 6.2 | 0.1 | 6.9 | 3.4 | 0.7 | +31.7% |
| 2023 | −7.1 | −5.2 | 0.1 | 7.1 | 3.1 | 10.9 | 8.1 | −0.4 | 9.5 | −4.0 | 11.3 | 16.7 | +58.7% |
| 2024 | 11.4 | 5.9 | 0.1 | 2.7 | 11.1 | 1.5 | 4.6 | −3.6 | 1.8 | −9.6 | 1.6 | 0.3 | +29.2% |
| 2025 | −6.6 | −5.9 | 4.0 | 2.3 | 2.1 | 1.1 | −4.7 | −1.1 | 1.9 | 5.3 | −1.1 | −0.1 | −3.5% |
| 2026 | −2.8 | 8.4 | −13.4 | 14.9 | 0.2 | −2.1 | 1.3 | no data | no data | no data | no data | no data | +4.3% |
Model, back tested, after charges; one calendar month per cell, in percent.
Model, back tested, month end values, Jul 2021 to Jul 2026.
Live quantities and prices are in the app. Sign up for RupeeCase
Weights on the rebalance day, 6 Jul 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation.
6 sectors in the equity sleeve; 24.9% not yet in the sector map. 20-stock large-cap universe with metals, power, financials, consumer, and industrials concentration.
68 rebalances, 8 sectors touched, 7 held now.
| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
|---|---|---|---|---|---|---|---|
| Other, not yet mapped | 57 | 56 | 62 | 72 | 75 | 37 | 46 |
| Power & Utilities | 13 | 16 | 10 | 8 | 6 | 14 | 14 |
| Metals & Mining | 11 | 4 | 4 | 5 | 8 | 17 | 14 |
| Capital Goods | 8 | 9 | 9 | 2 | 3 | 7 | 11 |
| FMCG & Consumer | 5 | 7 | 6 | 4 | 3 | 6 | 7 |
| Banking & Financial | 3 | 4 | 6 | 4 | 4 | 11 | 4 |
| Pharma & Healthcare | 0 | 1 | 1 | 2 | 1 | 3 | 4 |
| Energy & Oil & Gas | 2 | 4 | 2 | 3 | 0 | 5 | out |
Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 3 Jul 2026.
A fixed calendar; you approve each rebalance before your broker places the orders.
Against the list of 5 Jun 2026: 8 in, 5 out, 20 held, 28 on the list.
The 20 held names are in Holdings.
Model, back tested record. In plus held is the list size, which can differ from the 20 stock target. Not recommendations.
| Date | On the list | In | Out |
|---|---|---|---|
| 3 Jul 2026 | 28 | +8 | −5 |
| 5 Jun 2026 | 25 | +5 | −11 |
| 8 May 2026 | 31 | +9 | −4 |
| 10 Apr 2026 | 26 | +6 | −4 |
| 13 Mar 2026 | 24 | +2 | −6 |
| 13 Feb 2026 | 28 | +7 | −5 |
17 such shifts in 68 rebalances.
Equity sleeve, between two consecutive lists.
| Metric | Focused Largecap 20 | Nifty 50 |
|---|---|---|
| Sharpe ratio | 1.20 | 0.69 |
| Sortino ratio | 1.19 | 0.67 |
| Calmar ratio | 1.11 | 0.54 |
| Volatility, a year | 21.22% | 14.15% |
| Max drawdown | −23.56% | −16.92% |
| Best week | +7.94% | +6.36% |
| Worst week | −6.75% | −6.33% |
| Weeks up | 57.85% | 56.32% |
| Average up week | +2.49% | +1.53% |
| Average down week | −2.31% | −1.57% |
Model, back tested, after charges. Weekly, rolling 5 years to 13 Jul 2026; Nifty 50 over the same window.
Moderately High, Low to Very High
Card figures: Model, back tested. As of 27 Apr 2026. Take the risk profile to find your band.
Start from the Nifty 100, filtered to stocks priced under ₹5,000.
Score every stock by a risk adjusted momentum composite over several look backs.
Hold the top 20 names by score, equal weighted so no single name dominates.
Every 4 weeks the model reruns: names out of the top 20 are sold, new entrants bought, and the full list is published.
The pure-equity twin of LargeCap Multi Asset. Same 20-stock Nifty 100 momentum sleeve, same 4-week rebalance, but no debt overlay, no gold overlay. 100% equity.
Twenty large-cap names, equal-weighted, re-screened every 4 weeks. Nothing here is exotic. The edge is discipline applied to the most liquid shelf of the market.
The trade you accept is lower momentum capture, the screen reacts monthly rather than fortnightly.
This is the pure-equity largecap slot. For a moderately aggressive investor who wants the equity engine without the turnover friction or thematic concentration, 20 largecap names rotated every 4 weeks is the direct expression.
A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.
Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box.
Free Learn modules, no sign up.
0.2%of traded value, charged only when a rebalance trades
No subscription, AUM or performance fee; broker charges are separate. Fee calculator Pricing
Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded.
Model, back tested, cumulative, rolling 5 years to 13 Jul 2026. Net is gross minus estimated costs.
RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost.
Investing: Practice first, then Live
5 chapters, 0:46, no sound
04Questions
20 largecap stocks, 4-week rotation. The conservative core. It selects the top 20 momentum names from Nifty 100 and rebalances every 4 weeks.
About ₹1,00,000 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings.
Focused Largecap 20 shows a model CAGR of 26.29% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.20. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.
23.56% peak to trough in the model record. The deepest period ran 112 days, from 15 Apr 2022 to 5 Aug 2022. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.
0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 1.2% of capital a year at 0.2% of traded value, from the published rebalance record: 14 rebalances in the year to 3 Jul 2026, about 6.2 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹1,00,000 that is about ₹1,240 a year, an estimate from the model record, not a promise.
Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.
05Same family
Moderately HighHybrid
Largecap Hybrid
Nifty 100, 21 stocks, every 4 weeks
CAGR, model22.74%Max DD−22.0%From₹1.25L
Moderately HighMulti asset
Large Cap Multi Asset
Nifty 100, 22 stocks, every 4 weeks
CAGR, model24.36%Max DD−21.0%From₹1.25L
ModerateEqual weight
Nifty 50 Equal Weight
Nifty 50, 50 stocks, every 4 weeks
CAGR, model16.35%Max DD−15.7%From₹2.49L
CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.
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Ready when you are
26.29% CAGR, model, back tested. About ₹1L to start. Every 4 weeks, you approve each one.
0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.