---
title: "Thematic satellite Tier | 2 Strategies | RupeeCase"
description: "Thematic satellite tier: 2 RupeeCase strategies, single sector, concentrated exposure. Model CAGR 15.2% to 33.1%, back tested, minimum from ₹36K."
source_url: "https://www.rupeecase.com/strategies/by-tier/thematic"
---

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.

        * **2**strategies in the tier

        * **15.2% to 33.1%**CAGR, model, back tested

        * **From ₹36K**minimum capital

        * **High**risk band

        See the strategies
        [Take the risk profile](/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](/strategies/energy-basket)
        [HighThematic
          Healthcare Basket
          Nifty MidSmall Healthcare, 10 stocks, every week

          CAGR, model15.19%Max DD−33.3%From₹36K](/strategies/healthcare-basket)

        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**₹410**Healthcare Basket**₹210**Nifty 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 Basket](/strategies/energy-basket)[Healthcare Basket](/strategies/healthcare-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.

* [2 strategiesStarterLow minimum capital, the place to begin](/strategies/by-tier/starter)
* [3 strategiesConservative coreLargecap led, built to stay invested through cycles](/strategies/by-tier/conservative)
* [5 strategiesGrowth corePure equity momentum across mid, small and micro caps](/strategies/by-tier/mid-aggressive)
* [5 strategiesMulti asset coreAn equity engine wrapped in debt or gold sleeves](/strategies/by-tier/multi-asset)
* [1 strategyFull equity coreThe broadest universe, no debt cushion](/strategies/by-tier/full-equity)

### By family

* [2 strategiesThematicEnergy Basket and Healthcare Basket](/strategies/#sxPick)

          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.

* [GuideSectoral and thematic investing: what thirteen years of NSE sector indices showNine NSE sector indices since 2013: the yearly leaders, the deep falls, the sizing.](/guides/sectoral-thematic-investing)
* [Free module 4.1Modern Portfolio Theory, What Actually Matters11 min read](/learn/path-4/module-4-1-modern-portfolio-theory)
* [StrategyEnergy Basket strategyCNX Energy, 10 stocks, every week](/strategies/energy-basket)
* [StrategyHealthcare Basket strategyNifty MidSmall Healthcare, 10 stocks, every week](/strategies/healthcare-basket)
* [Risk profileTake the 28 question risk profileFind the risk band that fits](/risk-profile)
* [TierStarter tier strategies2 strategies grouped by job](/strategies/by-tier/starter)

## Thematic satellite.
Single sector, concentrated exposure.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Take the risk profile](/risk-profile)

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