EQUITY

Focused Largecap 20

20 largecap stocks. 4-week rotation. CAGR 28.39%. Sharpe 1.27. The conservative core.

Updated 11 Jun 2026 Rebalances 4 weeks Next: 2026-06-08

Start with Focused Largecap 20 → View factsheet Rebalance history

0.2% on traded value · No AUM fee · No lock-in · Minimum ₹95515 · Capital stays in your own broker

CAGR

28.39%

Sharpe Ratio

1.27

Max Drawdown

-23.58%

Min Capital

₹95515

How It Works

Step 1 | Universe Start from Nifty 100 filtered to stocks priced under ₹5000.
Step 2 | Rank Score every stock in the universe by a momentum composite (price trend over multiple lookbacks, risk-adjusted). The top names by score become the candidate list.
Step 3 | Select Hold the top 20 names by score. Equal-weight across the book so no single name dominates.
Step 4 | Rebalance Every 4 weeks the model re-runs end-to-end. Names that fall out of the top 20 are sold; new entrants are bought. You see the full holdings list at every rebalance.

Who This Is For

Suitable for

investors who want growth but read a 25 percent drawdown as opportunity not panic

Suggested allocation

20 to 40 percent of equity capital

Time horizon

5 years or longer. Drawdowns of 24% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

Capital required

₹95515 minimum. This buys roughly one share of every holding at current prices. Investing more buys fractions of additional units and tightens the model's expected behaviour.

Strategy Configuration

Universe

Nifty 100

Holdings

20 stocks

Rebalance

4 weeks

Risk Level

Moderately High

Benchmark

Nifty 50

Max Stock Price

₹5000

Live NAV | Backtested 2021 onwards

Focused Largecap 20 vs Nifty 50

Both indexed to 100 on inception. Hover for date-by-date NAV. Range chips to zoom; expand button for full window.

NAV indexed to 100 on inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.

Performance Metrics

Metric	Focused Largecap 20	Nifty 50
CAGR	28.39%	9.80%
Cumulative Return	249.08%	59.62%
Sharpe Ratio	1.27	0.73
Max Drawdown	-23.58%	-16.92%
Volatility	21.49%	14.04%

Cost Decomposition

Gross Return

284.27%

Total Cost

35.19%

Net Return

249.08%

What this would have returned

Your amount run through Focused Largecap 20's backtested monthly returns (2021-05-07 to now, after costs). A backtest, not a promise.

Invest ₹ per month

You put in

₹0

Backtested value

₹0

Gain

₹0

Over 61 months of backtested monthly returns, after estimated costs. Past performance is not indicative of future results. See the factsheet.

Worst 5 Drawdowns

Started	Recovered	Max DD	Duration (days)
2022-04-15	2022-08-05	-19.22%	112
2022-12-16	2023-06-02	-15.40%	168
2021-10-22	2022-03-25	-10.90%	154
2023-09-15	2023-11-03	-7.30%	49
2022-09-23	2022-10-21	-5.83%	28

Yearly Returns

2021

+30.3%

2022

+31.9%

2023

+58.8%

2024

+29.3%

2025

-3.5%

2026

+2.5%

Sector allocation

6 sectors represented in the equity sleeve. Largest concentration: Power & Utilities at 25.7%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.

Power & Utilities 25.7%

Diversified 24.9%

Metals & Mining 21.9%

Capital Goods 11.4%

Banking & Financial 10.8%

FMCG & Consumer 5.3%

Sector rotation

67 rebalances . 8 sectors touched . 6 live today.

Darker cell . higher weight . blank . sector not held

Diversified

25%

Power & Utilities

25%

Metals & Mining

20%

Capital Goods

15%

Banking & Financial

10%

FMCG & Consumer

Energy & Oil & Gas

out

Pharma & Healthcare

out

202120222023202420252026

Equal weighted at the stock level . source rebalance CSV . sector map curated against NSE listings . 2 sectors previously held now exited

Latest move . 2026-05-08 to 2026-05-11

Power & Utilities +6ppMetals & Mining +4ppDiversified +6ppCapital Goods +2pp

Out

Energy & Oil & Gas out (was 6%)Pharma & Healthcare out (was 3%)Banking & Financial -3ppFMCG & Consumer -5pp

tickers removed: UNIONBANK COALINDIA CUMMINSIND ONGC SBIN DMART JINDALSTEL TORNTPHARM TITAN POWERGRID TVSMOTOR

Rotation events . shifts 10pp or more

2026-04-10 Diversified -10pp added ADANIPOWER, UNIONBANK, CUMMINSIND, DMART, ADANIENSOL, TATAPOWER . removed JSWSTEEL, IOC, AXISBANK, BPCL
2026-02-13 Diversified -11pp added JINDALSTEL, PFC, ONGC, JSWSTEEL, NTPC, BEL, AXISBANK . removed ASIANPAINT, ADANIENSOL, HCLTECH, RELIANCE, TECHM
2026-01-16 Diversified -10pp added COALINDIA, TORNTPHARM, TATASTEEL, GODREJCP . removed BEL, BHARTIARTL, JSWSTEEL
2025-11-21 Diversified +11pp added BPCL, ASIANPAINT, SBILIFE, VEDL, LT, BHARTIARTL, TITAN . removed CGPOWER, DMART, MOTHERSON, ADANIGREEN, JINDALSTEL, ADANIENT, ADANIPORTS
2025-10-24 Banking & Financial +11pp, Diversified -10pp added SHRIRAMFIN, HINDZINC, BANKBARODA, AXISBANK, SBIN, PNB, IOC . removed JIOFIN, HINDUNILVR, TORNTPHARM, SBILIFE, HDFCLIFE, ASIANPAINT, BHARTIARTL, ZYDUSLIFE, TITAN
2025-09-26 Diversified -15pp, Power & Utilities +10pp added CGPOWER, MOTHERSON, JSWSTEEL, ADANIENSOL, ADANIGREEN, ADANIENT, CHOLAFIN . removed MAXHEALTH, BPCL, AMBUJACEM, DLF, HDFCBANK, ICICIBANK, IOC, PNB
2025-08-29 Diversified -16pp, Metals & Mining +10pp added HYUNDAI, DMART, HINDUNILVR, HINDALCO, ASIANPAINT, JINDALSTEL, TATASTEEL, ZYDUSLIFE, TITAN . removed MAZDOCK, LICI, RELIANCE, ICICIGI, GRASIM, LODHA
2025-05-09 Metals & Mining -13pp added SBILIFE, TVSMOTOR, M&M, RELIANCE, AXISBANK . removed HINDALCO, JSWSTEEL, INDIGO, TATASTEEL, JINDALSTEL, WIPRO, CIPLA, VEDL, NESTLEIND
2025-03-14 Metals & Mining +14pp added HINDALCO, SHRIRAMFIN, TATASTEEL, JINDALSTEL, CIPLA, VEDL, BEL, NESTLEIND . removed ETERNAL, TORNTPHARM, SUNPHARMA, DRREDDY, TCS, TITAN, CGPOWER
2024-08-30 Diversified +10pp added TVSMOTOR, ICICIGI, SUNPHARMA, TECHM, SBILIFE . removed LODHA, ADANIPOWER, INDIGO, JINDALSTEL, BHARTIARTL, PFC
2023-09-01 Diversified -11pp added ADANIPOWER, SOLARINDS, JSWENERGY, NTPC, VBL . removed MAXHEALTH, HDFCLIFE, DLF, ICICIGI, NAUKRI
2023-05-12 Diversified +12pp added IRFC, CHOLAFIN, ETERNAL, INDIGO, DLF, NESTLEIND, INDHOTEL . removed ADANIPORTS, NTPC, MAXHEALTH, CANBK

See full rebalance history (16 rotation events)

Current Holdings

20 positions as of 2026-05-11 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.

ADANIPOWER

4.9%

ADANIGREEN

4.3%

ADANIENSOL

4.1%

ADANIENT

2.6%

VBL

4.6%

SIEMENS

3.7%

VEDL

5.0%

CGPOWER

4.3%

NESTLEIND

4.6%

ADANIPORTS

3.6%

ENRIN

3.2%

HINDALCO

4.4%

LODHA

4.5%

TATAPOWER

4.6%

HAL

4.8%

PFC

4.6%

HINDZINC

4.8%

TATASTEEL

4.9%

NTPC

4.8%

SHRIRAMFIN

4.8%

Want live quantities, prices, and book values? View live in the platform →

Why This Strategy

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 percent equity.

The 5-year backtest produced a cumulative return of 249.08% against the Nifty 50's 59.62%. CAGR 28.39%. Sharpe 1.27. Max drawdown 23.58%.

The 4-week rebalance cadence is the differentiator: this is the lowest-turnover strategy on the marketplace, which is why the 5-year cost ratio is only 35.19 percent (versus typical 50-67 percent for the 2-week cards). The trade you accept for the lower turnover and lower cost is lower momentum capture: 28.39 percent CAGR sits at the conservative end of the lineup, but the ride is correspondingly smoother. Volatility 21.49 percent, max drawdown 23.58 percent, among the shallowest pure-equity drawdowns on the lineup.

This is the conservative-core 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 at ₹95,515 minimum is the simplest expression on the lineup. The pitch is steady compounding over a multi-year horizon.

CAGR 28.39% versus Nifty's 9.80%. Sharpe 1.27. Max drawdown 23.58%. Volatility 21.49%. Min 95515.

Key Takeaways

Largecap momentum on Nifty 100 universe
20 stocks equal-weighted, rebalanced every 4 weeks (lowest turnover)
CAGR 28.39% with Sharpe 1.27 | lowest cost ratio at 35.19%
Max drawdown 23.58% over 112 days

Frequently Asked Questions

What is the Focused Largecap 20 strategy?

20 largecap stocks. 4-week rotation. CAGR 28.39%. Sharpe 1.27. The conservative core. It selects the top 20 momentum names from Nifty 100 and rebalances every 4 weeks.

What is the minimum investment for Focused Largecap 20?

₹95515. This is enough to hold one share of every name in the current book at present prices. Higher allocations tighten the equal-weight match.

How does Focused Largecap 20 compare to the Nifty 50?

Over the 5-year backtest, Focused Largecap 20 produced 28.39% CAGR versus Nifty 50's 9.80%. Sharpe ratio 1.27 versus the benchmark's 0.73. Past performance does not guarantee future returns.

What is the worst drawdown Focused Largecap 20 has experienced?

23.58% peak-to-trough in the 5-year backtest. The deepest period ran 112 days from 2022-04-15 to 2022-08-05. Drawdowns of similar magnitude can happen again. Position sizing should reflect this.

What are the fees on Focused Largecap 20?

0.2% on traded value per rebalance. No subscription, no AUM fee, no performance fee. With 4 weeks cadence and typical 30 to 50 percent turnover, annual platform fees on the minimum capital work out to under ₹500. See the pricing page for the full worked example.

Can I exit Focused Largecap 20 at any time?

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.

Last Rebalance 2026-05-11

Next Rebalance 2026-06-08

Documents

View / download factsheet (PDF) Rebalance History CSV

Last rebalance | 2026-05-11

Full history →

vs 2026-05-08 cycle · 0 added · 11 removed · 20 retained

Added (0)

No additions

Removed (11)

UNIONBANKCOALINDIACUMMINSINDONGCSBINDMARTJINDALSTELTORNTPHARMTITANPOWERGRIDTVSMOTOR

Get notified when Focused Largecap 20 rebalances

Free email alert on the morning of every rebalance with the IN / OUT names and rationale. Unsubscribe with one click.

Walk the risk band

Focused Largecap 20 sits in the Moderately High bucket. Take one step in either direction:

One step safer (Moderate)

Allcap Multi Asset

CAGR 43.9% · Sharpe 1.81 · Max DD 21.3%

One step bolder (High)

Midcap Smallcap

CAGR 49.9% · Sharpe 1.63 · Max DD 26.2%

Compare Focused Largecap 20 with

3 pre-built head-to-head comparisons with metrics, holdings overlap, and trade-off summary.

Large Cap Multi Asset

CAGR 26.1% · Sharpe 1.32

Largecap Hybrid

CAGR 24.6% · Sharpe 1.25

RupeeCase Nifty 10

CAGR 15.1% · Sharpe 0.88

Learn the mechanics behind Focused Largecap 20

4 modules from the RupeeCase Learn library cover the concepts inside this strategy. Free, no sign-up.

Modern portfolio theory | core-satellite for largecap books Momentum factor | the engine behind these strategies How backtesting works | reading the 5Y numbers honestly Risk metrics that matter | Sharpe, Sortino, max DD

Hear it on The Tanmay Edge

India's pre-market edge. Daily institutional positioning, options flows, and the levels that matter. Free, on every major podcast platform.

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Phase 49B Compare Focused Largecap 20 side-by-side Match returns, drawdowns and overlap against any other strategy in the lineup.

Disclaimer: Past performance is not indicative of future returns. All returns shown are from backtests conducted by RupeeCase from 2021-05-07. Actual traded returns may differ. Systematic strategies are subject to market risk, and capital can be lost. Investors should conduct their own research and consult a financial advisor before investing.

Learn the mechanics