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Strategies by tier, 2 of 18

Thematic satellite Sector bet

The Thematic satellite tier is for a small satellite slice that takes a directional view on one sector, with concentrated exposure and deep drawdowns. It holds 2 strategies: Energy Basket and Healthcare Basket, single sector, concentrated exposure.

  • 2strategies in the tier
  • 15.2% to 33.1%CAGR, model, back tested
  • From ₹36Kminimum capital
  • Highrisk band
See the strategies Take the risk profile

01The strategies

2 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.

HighThematic Energy Basket CNX Energy, 10 stocks, every week CAGR, model33.12%Max DD−39.5%From₹75K HighThematic Healthcare Basket Nifty MidSmall Healthcare, 10 stocks, every week CAGR, model15.19%Max DD−33.3%From₹36K

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

02Model curves

2 model curves.
One Nifty 50 line.

Energy Basket₹410Healthcare Basket₹210Nifty 50 TRI, 9.8% CAGR line₹162
100 150 200 300

₹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

2 universes, every week.

The 2 strategies draw on CNX Energy and Nifty MidSmall Healthcare and rebalance every week. All sit in the High risk band.

Energy BasketHealthcare Basket
UniverseCNX EnergyNifty MidSmall Healthcare
TypeThematicThematic
SleevesEquity 100Equity 100
Holdings1010
RebalanceEvery weekEvery week
Minimum capitalAbout ₹75,000About ₹36,000
Risk bandHighHigh
CAGR, model33.12%15.19%
Max drawdown, model−39.48%−33.29%
Sharpe, model1.120.89

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 Thematic satellite tier,
in plain words.

What is the Thematic satellite tier?

The Thematic satellite tier is for a small satellite slice that takes a directional view on one sector, with concentrated exposure and deep drawdowns. It holds 2 strategies: Energy Basket and Healthcare Basket. 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 Thematic satellite tier?

The 2 strategies show model CAGRs of 15.19% to 33.12% against 9.8% for the Nifty 50 TRI line, with deepest falls from 33.29% to 39.48%. 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 Thematic satellite tier?

Minimum capital runs from about ₹36,000 to ₹75,000, 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.

Explore next

From the tier to the strategy.

Thematic satellite.
Single sector, concentrated exposure.

Sign up for RupeeCaseTake the risk profile

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