Equal weight, Nifty 50
Nifty 50 Equal Weight is a RupeeCase index that holds 50 stocks from the Nifty 50, held at equal weight, rebalanced every 4 weeks. Model CAGR 16.4% (back tested, as of 27 Apr 2026), minimum about ₹2,49,000 (as of 8 Aug 2026), moderate risk band.
All 50 Nifty names, equal weight. The simplest card on the lineup.
Moderate risk band
Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name.
01At a glance
Model, back tested, as of 27 Apr 2026: 16.35% a year since Jul 2021 after charges, with a deepest fall of −15.71%, against 9.80% for the Nifty 50 TRI line. Not a promise of future returns.
₹100 in Jul 2021 became ₹214 by Jul 2026 (Nifty 50 TRI line ₹160). Model, back tested. As of 27 Apr 2026. After charges, log scale.
7% of the equity names on the latest model list (3 Jul 2026): 3 of 44 names at equal weight. Banking & Financial is next at 7%. Model portfolio, not a recommendation.
02Three steps
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.
Invest in Nifty 50 Equal Weight
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 | 5.0 | 4.8 | 0.0 | −2.7 | 4.5 | +11.3% |
| 2022 | −2.0 | −1.8 | 3.6 | 0.7 | −3.5 | −4.4 | 10.5 | 1.9 | −1.3 | 5.9 | 1.4 | −1.2 | +9.2% |
| 2023 | −4.0 | −2.8 | 1.3 | 5.8 | 4.3 | 5.7 | 3.1 | −0.6 | 3.5 | −1.7 | 5.7 | 10.4 | +34.1% |
| 2024 | 1.8 | 4.9 | 1.6 | 1.7 | 3.4 | 3.9 | 4.2 | 2.7 | 2.8 | −7.0 | −0.7 | −2.1 | +17.7% |
| 2025 | −1.5 | −5.3 | 5.5 | 4.7 | 2.6 | 3.8 | −3.4 | −0.1 | 0.3 | 5.0 | 0.7 | −0.6 | +11.8% |
| 2026 | −3.3 | 1.4 | −8.9 | 9.6 | −1.3 | 0.8 | 1.8 | no data | no data | no data | no data | no data | −1.0% |
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
Equal weight across the 44 names on the published list of 3 Jul 2026. Model portfolio, not a recommendation.
7 sectors in the equity sleeve; 68.2% not yet in the sector map. Every sector the Nifty 50 carries, held at equal weight. No sector bet beyond what the index itself contains.
65 rebalances, 7 sectors touched, 7 held now.
| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
|---|---|---|---|---|---|---|---|
| Other, not yet mapped | 67 | 68 | 68 | 68 | 68 | 68 | 68 |
| Capital Goods | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Banking & Financial | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Metals & Mining | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| FMCG & Consumer | 5 | 5 | 5 | 4 | 4 | 5 | 5 |
| Energy & Oil & Gas | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Power & Utilities | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
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: 0 in, 0 out, 44 held, 44 on the list.
The 44 held names are in Holdings.
Model, back tested record. In plus held is the list size, which can differ from the 50 stock target. Not recommendations.
| Date | On the list | In | Out |
|---|---|---|---|
| 3 Jul 2026 | 44 | 0 | 0 |
| 5 Jun 2026 | 44 | 0 | 0 |
| 8 May 2026 | 44 | 0 | 0 |
| 10 Apr 2026 | 44 | +1 | 0 |
| 13 Mar 2026 | 43 | 0 | 0 |
| 13 Feb 2026 | 43 | 0 | 0 |
| Metric | Nifty 50 Equal Weight | Nifty 50 |
|---|---|---|
| Sharpe ratio | 1.13 | 0.69 |
| Sortino ratio | 1.11 | 0.67 |
| Calmar ratio | 1.03 | 0.54 |
| Volatility, a year | 14.23% | 14.15% |
| Max drawdown | −15.71% | −16.92% |
| Best week | +5.50% | +6.36% |
| Worst week | −6.48% | −6.33% |
| Weeks up | 56.70% | 56.32% |
| Average up week | +1.66% | +1.53% |
| Average down week | −1.50% | −1.57% |
Model, back tested, after charges. Weekly, rolling 5 years to 13 Jul 2026; Nifty 50 over the same window.
Moderate, Low to Very High
Already at the conservative end of the lineup.
One step bolder (Moderately High)Focused Largecap 20CAGR 26.3%, Sharpe 1.20, max drawdown −23.6%Card figures: Model, back tested. As of 27 Apr 2026. Take the risk profile to find your band.
Start from the Nifty 50.
There is no ranking screen. Every stock in the universe qualifies, so nobody picks winners.
Hold all 50 names at equal weight, roughly 2% each, so no single company dominates because of its size.
Every 4 weeks the model resets the book to equal weights. Stocks that drifted up are trimmed and stocks that drifted down are topped up. The full list is published at every rebalance.
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.
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.
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, 2:36, with voice and music
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A free account opens the terminal. Nothing is charged until a rebalance trades.
04Questions
All 50 Nifty names, equal weight. The simplest card on the lineup. It selects the top 50 momentum names from Nifty 50 and rebalances every 4 weeks.
About ₹2,49,000 (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.
Nifty 50 Equal Weight shows a model CAGR of 16.35% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.13. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.
15.71% peak to trough in the model record. The deepest period ran 371 days, from 4 Oct 2024 to 10 Oct 2025. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.
For the 18 retail strategies, 0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. Under 0.1% of capital a year at 0.2% of traded value, from the published rebalance record: 14 rebalances in the year to 3 Jul 2026, no name left the list (3 added, funded by trimming the rest, a weight reset). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹2,49,000 that is under ₹250 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.
Explore next
Related reading: the topic Nifty indices and the guide Equal weight vs market cap.
Community
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CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.
Model figures are back tested, not actual client returns. Each date is when that source was last checked or published, not today.
Ready when you are
16.35% CAGR, model, back tested. About ₹2.49L 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.