Strategies by tier, 5 of 18

Growth core Compound hard

The Growth core tier is for growth capital that can sit through deeper drawdowns, with pure equity momentum across mid, small, micro and large mid stocks. It holds 5 strategies: Midcap Smallcap, Midcap, Large Midcap, Smallcap and Microcap, pure equity momentum across mid, small and micro caps.

5strategies in the tier
37.3% to 42.6%CAGR, model, back tested
From ₹80Kminimum capital
Moderately High to Highrisk bands

See the strategies Take the risk profile

01The strategies

5 strategies, three numbers each.

Model CAGR, the deepest model fall and the minimum to start, with the model line against the Nifty 50 TRI line. Tap a card for the full factsheet.

Moderately HighMomentum Midcap Smallcap NSE Universe, 40 stocks, every 2 weeks CAGR, model42.64%Max DD−26.2%From₹80K HighMomentum Midcap Nifty Midcap 150, 20 stocks, every 2 weeks CAGR, model38.75%Max DD−24.9%From₹90K Moderately HighMomentum Large Midcap Nifty LargeMidCap 250, 40 stocks, every 2 weeks CAGR, model37.83%Max DD−19.3%From₹1.99L Moderately HighMomentum Smallcap Nifty Smallcap 250, 50 stocks, every 2 weeks CAGR, model37.40%Max DD−22.3%From₹2.19L Moderately HighMomentum Microcap Nifty Microcap 250, 50 stocks, every 2 weeks CAGR, model37.33%Max DD−26.4%From₹2.25L

Model, back tested. As of 27 Apr 2026. After charges, not a promise of future returns. Colour shows the risk band.

02Model curves

5 model curves.
One Nifty 50 line.

Midcap Smallcap₹737Midcap₹560Large Midcap₹538Smallcap₹541Microcap₹534Nifty 50 TRI, 9.8% CAGR line₹162

150 200 300 500 700

₹100 in each model from their common first month, log scale, against the Nifty 50 TRI line. Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.

03How they differ

5 universes, every 2 weeks.

The 5 strategies draw on 5 universes and rebalance every 2 weeks. Risk bands run from Moderately High to High.

Midcap SmallcapMidcapLarge MidcapSmallcapMicrocap

UniverseNSE UniverseNifty Midcap 150Nifty LargeMidCap 250Nifty Smallcap 250Nifty Microcap 250

TypeMomentumMomentumMomentumMomentumMomentum

SleevesEquity 100Equity 100Equity 100Equity 100Equity 100

Holdings4020405050

RebalanceEvery 2 weeksEvery 2 weeksEvery 2 weeksEvery 2 weeksEvery 2 weeks

Minimum capitalAbout ₹80,000About ₹90,000About ₹1,99,000About ₹2,19,000About ₹2,25,000

Risk bandModerately HighHighModerately HighModerately HighModerately High

CAGR, model42.64%38.75%37.83%37.40%37.33%

Max drawdown, model−26.17%−24.87%−19.31%−22.34%−26.43%

Sharpe, model1.631.491.691.591.52

CAGR, Sharpe and max drawdown: Model, back tested. As of 27 Apr 2026. Minimum capital as of 8 Aug 2026; it moves with prices.

04The other tiers

Walk the tiers.

By family

05Questions

The Growth core tier,
in plain words.

What is the Growth core tier?

The Growth core tier is for growth capital that can sit through deeper drawdowns, with pure equity momentum across mid, small, micro and large mid stocks. It holds 5 strategies: Midcap Smallcap, Midcap, Large Midcap, Smallcap and Microcap. Tiers group the 18 RupeeCase strategies by the job a slice of capital is meant to do; the risk profile uses the same grouping.

What do the back tests show for the Growth core tier?

The 5 strategies show model CAGRs of 37.33% to 42.64% against 9.8% for the Nifty 50 TRI line, with deepest falls from 19.31% to 26.43%. Model, back tested. As of 27 Apr 2026. After charges; drawdowns of that size can happen again.

What does it take to start in the Growth core tier?

Minimum capital runs from about ₹80,000 to ₹2,25,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. The fee is 0.2% of traded value per rebalance, nothing else, and the stocks stay in your own demat.

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From the tier to the strategy.

Growth core.
Pure equity momentum across mid, small and micro caps.

0.2% of traded value per rebalance. No AUM fee, no lock in. Model, back tested. As of 27 Apr 2026.