--- title: "RupeeCase Strategies | 18 Systematic Investing Strategies" description: "18 rules based model portfolios, each run like an index in your own demat: momentum, multi asset, hybrid and thematic. 0.2% of traded value per rebalance." source_url: "https://www.rupeecase.com/strategies/" --- The lineup # 18 systematic investing strategies. One set of rules each. 18 rules based model portfolios, each run like an index in your own demat: momentum, multi asset, hybrid and thematic on NSE. * **15.2% to 54.1%**CAGR range, model, back tested * **From ₹22K**minimum capital * **0.2%**of traded value per rebalance, about 1.2% to 3.3% a year [Sign up for RupeeCase](https://invest.rupeecase.com/signup) Find yours Not sure? [Take the risk profile](/risk-profile), [compare](/compare) or see all 18 in one table Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns. ## Find a strategy Popular searches * [allcap](/search?q=allcap&type=strategies) * [allcap momentum strategy](/search?q=allcap%20momentum%20strategy&type=strategies) * [allcap multi asset](/search?q=allcap%20multi%20asset&type=strategies) * [nifty 50 equal weight](/search?q=nifty%2050%20equal%20weight&type=strategies) * [dynamic asset allocator](/search?q=dynamic%20asset%20allocator&type=strategies) * [midcap momentum strategy](/search?q=midcap%20momentum%20strategy&type=strategies) 01Find yours ## Pick a type. Then a risk band. Each card shows three numbers: model CAGR, the deepest model fall and the minimum to start. Tap a card for the full factsheet. Model, back tested. As of 27 Apr 2026. After charges, not a promise of future returns. All18 Momentum8 Multi asset4 Hybrid3 Thematic2 Equal weight1 Any Moderate5 Moderately High9 High3 Very High1 CAGR Sharpe Shallowest fall Lowest minimum 18 of 18 Sorted by model CAGR, highest first. [Very HighMomentum 5Paisa Focused Alpha 5 Nifty Alpha 50, 5 stocks, every 3 weeks CAGR, model54.08%Max DD−24.2%From₹22K Very High risk, momentum](/strategies/5paisa-focused-alpha-5) [Moderately HighDynamic multi asset Dynamic Asset Allocator Nifty Total Market plus debt and gold, 52 stocks, every 3 weeks CAGR, model45.18%Max DD−10.6%From₹4.76L Moderately High risk, dynamic multi asset](/strategies/dynamic-asset-allocator) [Moderately HighMomentum Allcap Nifty Total Market, 50 stocks, every 2 weeks CAGR, model44.70%Max DD−22.7%From₹2.25L Moderately High risk, momentum](/strategies/allcap) [Moderately HighMomentum Midcap Smallcap NSE Universe, 40 stocks, every 2 weeks CAGR, model42.64%Max DD−26.2%From₹80K Moderately High risk, momentum](/strategies/midcap-smallcap) [ModerateMulti asset Allcap Multi Asset Nifty Total Market, 52 stocks, every 2 weeks CAGR, model40.47%Max DD−21.3%From₹2.81L Moderate risk, multi asset](/strategies/allcap-multi-asset) [ModerateHybrid TotalMarket Hybrid Nifty Total Market, 51 stocks, every 2 weeks CAGR, model39.53%Max DD−21.8%From₹2.81L Moderate risk, hybrid](/strategies/totalmarket-hybrid) [HighMomentum Midcap Nifty Midcap 150, 20 stocks, every 2 weeks CAGR, model38.75%Max DD−24.9%From₹90K High risk, momentum](/strategies/midcap) [Moderately HighMomentum Large Midcap Nifty LargeMidCap 250, 40 stocks, every 2 weeks CAGR, model37.83%Max DD−19.3%From₹1.99L Moderately High risk, momentum](/strategies/large-midcap) [Moderately HighMomentum Smallcap Nifty Smallcap 250, 50 stocks, every 2 weeks CAGR, model37.40%Max DD−22.3%From₹2.19L Moderately High risk, momentum](/strategies/smallcap) [Moderately HighMomentum Microcap Nifty Microcap 250, 50 stocks, every 2 weeks CAGR, model37.33%Max DD−26.4%From₹2.25L Moderately High risk, momentum](/strategies/microcap) [ModerateMulti asset Large Mid Multi Asset Nifty LargeMidCap 250, 42 stocks, every 2 weeks CAGR, model34.33%Max DD−17.6%From₹2.49L Moderate risk, multi asset](/strategies/largemid-multi-asset) [ModerateHybrid Large Mid Hybrid Nifty LargeMidCap 250, 41 stocks, every 2 weeks CAGR, model33.21%Max DD−18.3%From₹2.49L Moderate risk, hybrid](/strategies/large-mid-hybrid) [HighThematic Energy Basket CNX Energy, 10 stocks, every week CAGR, model33.12%Max DD−39.5%From₹75K High risk, thematic](/strategies/energy-basket) [Moderately HighMomentum Focused Largecap 20 Nifty 100, 20 stocks, every 4 weeks CAGR, model26.29%Max DD−23.6%From₹1L Moderately High risk, momentum](/strategies/focused-largecap-20) [Moderately HighMulti asset Large Cap Multi Asset Nifty 100, 22 stocks, every 4 weeks CAGR, model24.36%Max DD−21.0%From₹1.25L Moderately High risk, multi asset](/strategies/largecap-multi-asset) [Moderately HighHybrid Largecap Hybrid Nifty 100, 21 stocks, every 4 weeks CAGR, model22.74%Max DD−22.0%From₹1.25L Moderately High risk, hybrid](/strategies/largecap-hybrid) [ModerateEqual weight Nifty 50 Equal Weight Nifty 50, 50 stocks, every 4 weeks CAGR, model16.35%Max DD−15.7%From₹2.49L Moderate risk, equal weight](/strategies/nifty-50-equal-weight) [HighThematic Healthcare Basket Nifty MidSmall Healthcare, 10 stocks, every week CAGR, model15.19%Max DD−33.3%From₹36K High risk, thematic](/strategies/healthcare-basket) No strategy matches both. Try another risk band or type. [Not sure?Take the risk profile: eight questions, then the strategies within your band.](/risk-profile) [CompareAny two strategies side by side, or RupeeCase against funds, PMS and AIF.](/compare#pairs) 02All 18 at a glance ## How do the 18 strategies compare? Model, back tested, as of 27 Apr 2026: CAGR runs from 15.2% a year (Healthcare Basket) to 54.1% (5Paisa Focused Alpha 5), and the deepest fall from −10.6% to −39.5%. Tap a column to sort; minimums as of 8 Aug 2026; the yearly fee is estimated from each index's published rebalance record. Not a promise of future returns. | Index | Tier | Rule | Stocks | Rebalance | Minimum | CAGR a year | Max drawdown | Fee a year | Risk band | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 5Paisa Focused Alpha 5 | Starter | Top 5 by momentum | 5 | Every 3 weeks | ₹22,000 | 54.1% | −24.2% | 1.9% | Very High | | Dynamic Asset Allocator | Multi asset core | Mix shifts by regime | 52 | Every 3 weeks | ₹4,75,912 | 45.2% | −10.6% | 1.9% | Moderately High | | Allcap | Full equity core | Top 50 by momentum | 50 | Every 2 weeks | ₹2,25,000 | 44.7% | −22.7% | 2.2% | Moderately High | | Midcap Smallcap | Growth core | Top 40 by momentum | 40 | Every 2 weeks | ₹80,000 | 42.6% | −26.2% | 2.6% | Moderately High | | Allcap Multi Asset | Multi asset core | Momentum plus debt, gold | 52 | Every 2 weeks | ₹2,81,000 | 40.5% | −21.3% | 3.3% | Moderate | | TotalMarket Hybrid | Multi asset core | Momentum plus 20% debt | 51 | Every 2 weeks | ₹2,81,000 | 39.5% | −21.8% | 3.3% | Moderate | | Midcap | Growth core | Top 20 by momentum | 20 | Every 2 weeks | ₹90,000 | 38.8% | −24.9% | 1.8% | High | | Large Midcap | Growth core | Top 40 by momentum | 40 | Every 2 weeks | ₹1,99,000 | 37.8% | −19.3% | 1.9% | Moderately High | | Smallcap | Growth core | Top 50 by momentum | 50 | Every 2 weeks | ₹2,19,000 | 37.4% | −22.3% | 1.9% | Moderately High | | Microcap | Growth core | Top 50 by momentum | 50 | Every 2 weeks | ₹2,25,000 | 37.3% | −26.4% | 1.8% | Moderately High | | Large Mid Multi Asset | Multi asset core | Momentum plus debt, gold | 42 | Every 2 weeks | ₹2,49,000 | 34.3% | −17.6% | 2.5% | Moderate | | Large Mid Hybrid | Multi asset core | Momentum plus 20% debt | 41 | Every 2 weeks | ₹2,49,000 | 33.2% | −18.3% | 2.6% | Moderate | | Energy Basket | Thematic satellite | Top 10 by momentum | 10 | Weekly | ₹75,000 | 33.1% | −39.5% | 2.3% | High | | Focused Largecap 20 | Conservative core | Top 20 by momentum | 20 | Every 4 weeks | ₹1,00,000 | 26.3% | −23.6% | 1.2% | Moderately High | | Large Cap Multi Asset | Conservative core | Momentum plus debt, gold | 22 | Every 4 weeks | ₹1,25,000 | 24.4% | −21.0% | 1.8% | Moderately High | | Largecap Hybrid | Conservative core | Momentum plus 20% debt | 21 | Every 4 weeks | ₹1,25,000 | 22.7% | −22.0% | 1.9% | Moderately High | | Nifty 50 Equal Weight | Starter | Nifty 50, equal weight | 50 | Every 4 weeks | ₹2,49,000 | 16.4% | −15.7% | under 0.1% | Moderate | | Healthcare Basket | Thematic satellite | Top 10 by momentum | 10 | Weekly | ₹36,000 | 15.2% | −33.3% | 1.4% | High | Swipe the table sideways for every column.[Download the table as CSV](/data/indices.csv) ### See it in the app [Watch full screen: How a strategy is chosen](/watch/choose) Search finds a strategy by name, theme or type.How a strategy is chosen 5 chapters, 2:37, with voice and music 1. [Chapter 1Search and filters0:26](/instiv2/media/wt3/choose-search-phone-dark-v3-va2.mp4) 2. [Chapter 2A card in Basic0:39](/instiv2/media/wt3/choose-card-phone-dark-v3-va2.mp4) 3. [Chapter 3The strategy page0:25](/instiv2/media/wt3/choose-page-phone-dark-v3-va2.mp4) 4. [Chapter 4Key figures0:36](/instiv2/media/wt3/choose-figures-phone-dark-v3-va2.mp4) 5. [Chapter 5Every rebalance on record0:30](/instiv2/media/wt3/choose-history-phone-dark-v3-va2.mp4) Steps in this video 1. Search finds a strategy by name, theme or type. 2. Filters narrow the list, here by risk. 3. Each card leads with growth per year, after charges, beside the NIFTY 50. 4. Then max drawdown, the risk band, the minimum, the rebalance and the stocks. 5. The strategy page opens on its model history beside the NIFTY 50. 6. The risk band sits at the top; the minimum sits by Invest. 7. Key figures: today, growth per year and max drawdown, each with the NIFTY 50. 8. The History tab lists every rebalance: the date, what was sold and how it did. Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026. [Compare before you pick, the walkthrough](/compare#cxWalk) 03Three views ## The lineup, three ways. 1. **01**Return against riskModel CAGR against the deepest model drawdown, every strategy. 2. **02**What it takes to startMinimum capital, lowest to highest. It moves with prices. 3. **03**How often it tradesEvery strategy rebalances on a fixed calendar. Higher is more return. Further right is a deeper fall. Model, back tested. As of 27 Apr 2026. Colour shows the risk band. Not a promise of future returns. Start from ₹22K. One share of every holding at recent prices; it moves with the market. Colour shows the risk band. Rules run on a calendar, not on a hunch. 0.2% of traded value per rebalance. No subscription, no AUM fee. 04Rebalances ## How often do the strategies rebalance? On a fixed, published calendar, from every week to every 4 weeks depending on the strategy, and every rebalance is published with the names in, out and held. Two of them, replayed from the record. Reviews ## 4,752 and growing. 51 of 59 five star. Real feedback from Google reviews, the WhatsApp community and Apple Podcasts, in their own words. Explore next ## Where to go next. * [RebalancesEvery published rebalanceEach list, every name in and out](/rebalance/) * [StocksEvery stock in the index algosWhich lists named each NSE name, and when](/stocks/) * [SectorsNSE sectors across the 18 index algosWhere the lineup leans, year by year](/sectors/) * [RecordPrediction track recordEvery Tanmay Edge call, graded against NSE data](/track-record) * [Free module 3.1The Momentum Factor11 min read](/learn/path-3/module-3-1-momentum-factor-deep-dive) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me. New to RupeeCase? [Getting started](/getting-started) [See the terminal](/terminal) [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7) [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera 05Questions ## Quantitative indices, in plain words. ### How many strategies does RupeeCase have? 18, each a rules based index algo on NSE: 8 momentum, 4 multi asset, 3 hybrid, 2 thematic and 1 equal weight. Model CAGR runs from 15.2% to 54.1% (model, back tested, as of 27 Apr 2026) and minimum capital from about ₹22,000 (published minimums as of 8 Aug 2026). Every strategy has its own page with a full factsheet. ### What is a quantitative index? A quantitative index picks and weights its stocks by fixed rules written in advance, such as momentum or quality, instead of by company size. An algorithm applies the rules and rebalances on a set schedule, so nobody decides by feel. ### How is a RupeeCase index different from the Nifty 50? The Nifty 50 holds the 50 largest companies weighted by market size. A RupeeCase index picks and weights stocks by fixed rules such as momentum instead. Each is measured against the Nifty 50 in a rolling five year back test (since inception where the record is shorter) with costs deducted. Back tests are not live performance and not a guarantee. ### Do I own the stocks in a RupeeCase index? Yes. The stocks sit in your own demat account with your own broker, and RupeeCase sends the orders the rules generate. RupeeCase is a technology platform, not a fund or PMS, and is not a SEBI registered investment adviser or portfolio manager. ### What does a RupeeCase index cost? For the 18 retail strategies, 0.2% of traded value per rebalance, charged only when trades execute. There is no subscription, no AUM fee, no performance fee and no lock in. Minimum capital starts at about ₹22,000, depending on the index. ### How often does a RupeeCase index rebalance? On a fixed schedule set by its rules, and the schedule is published. Across the lineup it runs from every week to every 4 weeks, depending on the index. Every rebalance is written to a public log. ## Own the rules. Keep your broker. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Take the risk profile](/risk-profile)