EQUITY

RupeeCase Nifty 10

10 stocks from Nifty 50. 4-week rotation. CAGR 15.10%. The starter card.

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

Start with RupeeCase Nifty 10 → View factsheet Rebalance history

0.2% on traded value · No AUM fee · No lock-in · Minimum ₹17799 · Capital stays in your own broker

CAGR

15.10%

Sharpe Ratio

0.88

Max Drawdown

-22.24%

Min Capital

₹17799

How It Works

Step 1 | Universe Start from Nifty 50 filtered to stocks priced under ₹2500.
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 10 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 10 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 22% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

Capital required

₹17799 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 50

Holdings

10 stocks

Rebalance

4 weeks

Risk Level

Moderately High

Benchmark

Nifty 50

Max Stock Price

₹2500

Live NAV | Backtested 2021 onwards

RupeeCase Nifty 10 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	RupeeCase Nifty 10	Nifty 50
CAGR	15.10%	9.80%
Cumulative Return	102.08%	59.62%
Sharpe Ratio	0.88	0.73
Max Drawdown	-22.24%	-16.92%
Volatility	17.84%	14.04%

Cost Decomposition

Gross Return

124.98%

Total Cost

22.89%

Net Return

102.08%

What this would have returned

Your amount run through RupeeCase Nifty 10'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)
2021-10-22	2023-08-25	-22.07%	672
2024-03-01	2024-03-22	-5.48%	21
2024-06-07	2024-06-28	-4.98%	21
2021-06-11	2021-07-16	-4.38%	35
2024-07-19	2024-09-13	-4.37%	56

Yearly Returns

2021

+20.7%

2022

-4.4%

2023

+35.7%

2024

+27.1%

2025

-2.7%

2026

+4.4%

Sector allocation

6 sectors represented in the equity sleeve. Largest concentration: Power & Utilities at 21.4%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.

Power & Utilities 21.4%

Energy & Oil & Gas 21.1%

Metals & Mining 20.6%

Diversified 18.6%

Banking & Financial 10.4%

Capital Goods 7.9%

Sector rotation

67 rebalances . 7 sectors touched . 6 live today.

Darker cell . higher weight . blank . sector not held

Diversified

20%

Energy & Oil & Gas

20%

Metals & Mining

20%

Power & Utilities

20%

Banking & Financial

10%

Capital Goods

10%

FMCG & Consumer

out

202120222023202420252026

Equal weighted at the stock level . source rebalance CSV . sector map curated against NSE listings . 1 sector previously held now exited

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

Metals & Mining +3ppPower & Utilities +3ppEnergy & Oil & Gas +3ppCapital Goods +2pp

Out

Banking & Financial -7ppDiversified -5pp

tickers removed: SBIN TECHM

Rotation events . shifts 10pp or more

2026-03-13 Diversified -13pp added POWERGRID, SUNPHARMA . removed SBILIFE, TECHM, NESTLEIND
2026-02-13 Diversified -15pp added ONGC, NTPC . removed HCLTECH, RELIANCE, ADANIPORTS, INFY
2026-01-16 Diversified -11pp added COALINDIA, TATASTEEL, NESTLEIND . removed BHARTIARTL, ETERNAL
2025-12-19 Diversified +10pp added HCLTECH, TECHM, INFY . removed BAJFINANCE, TATASTEEL
2025-10-24 Diversified -25pp, Banking & Financial +23pp added SHRIRAMFIN, AXISBANK, SBIN . removed JIOFIN, HDFCLIFE, BHARTIARTL, MAXHEALTH
2025-08-29 Metals & Mining +15pp, Diversified -15pp added HINDALCO, TATASTEEL . removed RELIANCE
2025-05-09 Metals & Mining -14pp, Diversified +13pp added SBILIFE, BEL, RELIANCE . removed HINDALCO, JSWSTEEL, TATASTEEL, WIPRO
2025-03-14 Diversified -21pp, Metals & Mining +14pp added HINDALCO, SHRIRAMFIN, TATASTEEL, ICICIBANK . removed HCLTECH, ETERNAL, SUNPHARMA, DRREDDY
2024-12-20 Diversified +20pp added WIPRO . removed SHRIRAMFIN, NTPC, HDFCLIFE, HINDALCO
2024-09-27 Diversified +15pp added BAJAJFINSV, HCLTECH . removed POWERGRID, ADANIPORTS
2024-08-30 Metals & Mining -14pp, Diversified +12pp added SUNPHARMA, TECHM . removed HINDALCO, WIPRO, TATASTEEL
2024-08-02 Diversified +19pp added ONGC, INFY, HDFCLIFE, SBILIFE . removed COALINDIA, SBIN, NTPC

See full rebalance history (28 rotation events)

Current Holdings

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

NESTLEIND

8.8%

ADANIPORTS

7.0%

HINDALCO

8.6%

TATASTEEL

9.7%

NTPC

9.4%

SHRIRAMFIN

9.2%

POWERGRID

9.6%

ONGC

9.5%

COALINDIA

9.2%

JSWSTEEL

7.7%

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

Why This Strategy

The starter card. 10 stocks from the Nifty 50 universe, equal-weighted at roughly 10 percent each, rotated every 4 weeks. No debt sleeve. No gold. No price filter beyond 2500. The whole thing is built for first-time systematic investors who want one number to track and a rule that fits on a postcard.

The 5-year backtest produced a cumulative return of 102.08% against the Nifty 50's 59.62%, an alpha of 42.46 percentage points. CAGR 15.10%. The trade-off you accept for the simplicity is modest performance: the Nifty 50 universe is too narrow to generate strong momentum alpha, so this card mostly captures the Nifty's beta with a small tilt. Right card to learn systematic investing. Graduate to Large Midcap or Alpha 5 once you have lived through a drawdown here.

Lowest CAGR (15.10 percent), lowest Sharpe (0.88) on the lineup, but also the lowest minimum capital (₹17,799). 2025 closed -2.7 percent (revised from -9.0; better than half the lineup). 2026 has flipped positive at +4.4 percent YTD after a -8.9 percent March. The 672-day Oct 2021 to Aug 2023 drawdown is the lived experience of holding 10 Nifty names through a sideways regime, instructive, not catastrophic.

CAGR 15.10% versus Nifty's 9.80%. Sharpe 0.88. Max drawdown 22.24%. Volatility 17.84%. Min 17799.

Key Takeaways

10 momentum picks from Nifty 50, the simplest card on the marketplace
Lowest minimum capital at ₹17,799 (down from ₹24,000)
CAGR 15.10% with Sharpe 0.88 | starter card for systematic investors
Max drawdown 22.24% over 672 days (Oct 2021 to Aug 2023)

Frequently Asked Questions

What is the RupeeCase Nifty 10 strategy?

10 stocks from Nifty 50. 4-week rotation. CAGR 15.10%. The starter card. It selects the top 10 momentum names from Nifty 50 and rebalances every 4 weeks.

What is the minimum investment for RupeeCase Nifty 10?

₹17799. 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 RupeeCase Nifty 10 compare to the Nifty 50?

Over the 5-year backtest, RupeeCase Nifty 10 produced 15.10% CAGR versus Nifty 50's 9.80%. Sharpe ratio 0.88 versus the benchmark's 0.73. Past performance does not guarantee future returns.

What is the worst drawdown RupeeCase Nifty 10 has experienced?

22.24% peak-to-trough in the 5-year backtest. The deepest period ran 672 days from 2021-10-22 to 2023-08-25. Drawdowns of similar magnitude can happen again. Position sizing should reflect this.

What are the fees on RupeeCase Nifty 10?

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 RupeeCase Nifty 10 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 · 2 removed · 10 retained

Added (0)

No additions

Removed (2)

SBINTECHM

Get notified when RupeeCase Nifty 10 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

RupeeCase Nifty 10 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 RupeeCase Nifty 10 with

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

5Paisa Focused Alpha 5

CAGR 56.6% · Sharpe 1.60

Focused Largecap 20

CAGR 28.4% · Sharpe 1.27

Allcap

CAGR 48.5% · Sharpe 1.78

Learn the mechanics behind RupeeCase Nifty 10

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

Building your first strategy | the 30-minute primer 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.

EP58 | 2026-06-11

Expiry Gaps Down Onto The Cushion. 73500 Decides

EP57 | 2026-06-10

Banks Roared, Crude Cracked. Sensex Expiry Is A Pin

EP56 | 2026-06-09

Expiry Day. The Line Held, They Got Shorter

All 28+ episodes →

Phase 49B Compare RupeeCase Nifty 10 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