Nifty 50 Equal Weight
All 50 Nifty names, equal weight. The simplest card on the lineup.
0.2% on traded value · No AUM fee · No lock-in · Minimum ₹2,29,000 · Capital stays in your own broker
Advanced metricsSharpe, Sortino, volatility, cumulative return and more
Risk metrics as of 13 Jul 2026
How It Works
- Step 1 | Universe Start from Nifty 50.
- 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 50 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 50 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Nifty 50 Equal Weight 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 | Nifty 50 Equal Weight | Nifty 50 |
|---|---|---|
| CAGR | 16.24% | 9.17% |
| Cumulative Return (5Y rolling) | 111.67% | 55.09% |
| Sharpe Ratio | 1.13 | 0.69 |
| Max Drawdown | -15.71% | -16.92% |
| Volatility | 14.23% | 14.15% |
CAGR and cumulative return refresh daily. Sharpe, drawdown, volatility and all benchmark figures are as of 13 Jul 2026.
Cost Decomposition
Figures as of 13 Jul 2026
What this would have returned
Your amount run through Nifty 50 Equal Weight's backtested monthly returns (2021-07-09 to now, after costs). A backtest, not a promise.
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) |
|---|---|---|---|
| 2024-10-04 | 2025-10-10 | -15.71% | 371 |
| 2022-04-15 | 2022-07-29 | -13.86% | 105 |
| 2022-01-21 | 2022-04-01 | -10.28% | 70 |
| 2022-12-09 | 2023-05-19 | -9.94% | 161 |
| 2021-10-22 | 2022-01-07 | -8.91% | 77 |
Yearly Returns
Why This Strategy
The simplest card on the lineup. All 50 Nifty names, equal weight, rebalanced every 4 weeks. No momentum screen. No buffer sleeve. No selection at all. The only decision this card makes is to keep every position the same size.
That one decision matters more than it looks. The cap-weighted Nifty concentrates its fate in a handful of giants at the top. Equal weight spreads the same 50 names evenly, so the smaller half of the index actually moves the needle and no single conglomerate decides your month.
This is discipline over selection. Every 4 weeks the card trims what has run and tops up what has lagged, which quietly forces the sell-high, buy-low behaviour most investors never manage by hand. The live figures above show what that discipline is currently producing against the cap-weighted benchmark.
This is the right first card. It suits first-time systematic investors who want index breadth with equal-weight balance instead of cap-weight concentration, one rule they can explain at a dinner table, and a rhythm slow enough to watch and learn from. Graduate to the momentum cards once you have lived through a drawdown here and stayed invested.
Key Takeaways
- All 50 Nifty names, equal weight, no screen, no buffer
- One rule: keep every position the same size
- Index breadth without cap-weight concentration
- The starter card for first-time systematic investors
Frequently Asked Questions
What is the Nifty 50 Equal Weight strategy?
What is the minimum investment for Nifty 50 Equal Weight?
How does Nifty 50 Equal Weight compare to the Nifty 50?
What is the worst drawdown Nifty 50 Equal Weight has experienced?
What are the fees on Nifty 50 Equal Weight?
Can I exit Nifty 50 Equal Weight at any time?
Documents
Last rebalance | 2026-07-03
Full history →vs 2026-06-05 cycle · 0 added · 0 removed · 44 retained
Get notified when Nifty 50 Equal Weight 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
Nifty 50 Equal Weight sits in the Moderate bucket. Take one step in either direction:
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Run Nifty 50 Equal Weight in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹2,29,000. Cancel any time.