Factsheet, model back tested

Allcap factsheet

50 stocks from the Nifty Total Market. Fortnightly rotation. Momentum on the Nifty Total Market, 50 holdings, rebalanced every 2 weeks. Every figure below is model, back tested and after charges; each block names its date.

44.70%CAGR, model, as of 27 Apr 2026
−22.72%deepest model fall
1.68Sharpe ratio, model
₹2.25Lminimum, about ₹2,25,000

Email me the PDF

Read the Allcap strategy page

RupeeCase strategy factsheet

Allcap

Momentum, Nifty Total Market. 50 stocks from the Nifty Total Market. Fortnightly rotation.

Risk band: Moderately High
Returns as of: 27 Apr 2026
Risk metrics as of: 13 Jul 2026
Holdings as of: 6 Jul 2026

CAGR: 44.70%Nifty 50 TRI line 9.8%
Max drawdown: −22.72%peak to trough, model
Sharpe ratio: 1.68Nifty 50 0.69
Minimum capital: ₹2.25Labout ₹2,25,000

Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.

Allcap, model₹611Nifty 50 TRI, 9.8% CAGR line₹160

100 150 200 300 500

₹100 in the model in Jul 2021 became ₹611 by Jul 2026; the Nifty 50 TRI line reached ₹160. Log scale. Model, back tested. As of 27 Apr 2026.

Performance, risk, efficiency

MetricAllcapNifty 50
Performance
CAGR44.70%9.8%
Cumulative return+588.18%+55.09%
Sharpe ratio1.680.69
Sortino ratio1.600.67
Calmar ratio1.960.54
Risk
Max drawdown−22.72%−16.92%
Volatility, a year23.58%14.15%
Best week+8.57%+6.36%
Worst week−10.97%−6.33%
Efficiency
Weeks up62.07%56.32%
Average up week+2.73%+1.53%
Average down week−2.48%−1.57%

Model, back tested, after charges, weekly figures over the rolling 5 years window to 13 Jul 2026; the Nifty 50 over the same window. CAGR and max drawdown as of 27 Apr 2026.

Configuration

Universe: Nifty Total Market (max 5000)
Type: Momentum
Sleeves: Equity 100
Holdings: 50, equal weight in the equity sleeve
Rebalance: Every 2 weeks, 26 a year
Max stock price: ₹5,000
Risk band: Moderately High
Tier: Full equity core
Benchmark: Nifty 50
Minimum capital: About ₹2,25,000, as of 8 Aug 2026
Back test from: 9 Jul 2021
Metrics window: Rolling 5 years
Fee: 0.2% of traded value per rebalance, nothing else

Calendar year returns

2021from Jul+14.7%
2022+28.8%
2023+99.0%
2024+76.5%
2025−4.2%
2026to Jul+26.6%

Model, back tested, after charges, 2021 to Jul 2026.

Deepest falls

−22.72%20 Dec 2024 to 10 Apr 2026476 days
−17.94%21 Jan 2022 to 5 Aug 2022196 days
−12.42%6 Aug 2021 to 24 Sep 202149 days
−11.58%6 Jan 2023 to 21 Apr 2023105 days
−11.44%9 Feb 2024 to 29 Mar 202449 days

Model, back tested, daily record over rolling 5 years: peak to low, and the days until the record was back at that peak.

Monthly returns

2021Janno dataFebno dataMarno dataAprno dataMayno dataJunno dataJul3.0Aug−6.6Sep4.9Oct−0.4Nov1.3Dec12.8Year+14.7%
2022Jan1.9Feb−11.8Mar4.5Apr7.2May−8.7Jun0.5Jul11.6Aug5.1Sep−0.2Oct4.1Nov6.7Dec7.2Year+28.8%
2023Jan−6.7Feb−4.3Mar3.9Apr9.2May4.6Jun10.4Jul13.5Aug9.2Sep6.6Oct3.0Nov13.8Dec9.8Year+99.0%
2024Jan12.2Feb0.2Mar−2.9Apr11.8May8.4Jun9.7Jul3.5Aug4.0Sep5.7Oct−5.4Nov9.2Dec3.5Year+76.5%
2025Jan−12.1Feb−11.4Mar9.4Apr1.0May9.7Jun1.4Jul−5.0Aug2.3Sep−0.2Oct4.2Nov−0.1Dec−0.9Year−4.2%
2026Jan−2.3Feb6.9Mar−8.2Apr18.5May2.3Jun7.5Jul1.2Augno dataSepno dataOctno dataNovno dataDecno dataYTD+26.6%

Model, back tested, after charges. Each cell is one calendar month, in percent.

50 holdings

Equity100%

HFCL2.0%
STLTECH2.0%
WEBELSOLAR2.0%
CUPID2.0%
QPOWER2.0%
APOLLO2.0%
WELCORP2.0%
ADANIPOWER2.0%
JAYNECOIND2.0%
GALLANTT2.0%
TDPOWERSYS2.0%
KRN2.0%
ADANIGREEN2.0%
ADANIENSOL2.0%
AZAD2.0%
LLOYDSME2.0%
LLOYDSENT2.0%
ACUTAAS2.0%
ATHERENERG2.0%
LLOYDSENGG2.0%
KIRLOSENG2.0%
GVT&D2.0%
THERMAX2.0%
BHEL2.0%
COHANCE2.0%
HCC2.0%
KIRLPNU2.0%
BALAMINES2.0%
JAIBALAJI2.0%
HSCL2.0%
DATAPATTNS2.0%
SCI2.0%
SKYGOLD2.0%
SKIPPER2.0%
ELECON2.0%
BSE2.0%
PTC2.0%
PNBHOUSING2.0%
SYRMA2.0%
SUZLON2.0%
NETWEB2.0%
DIACABS2.0%
FINCABLES2.0%
BANDHANBNK2.0%
GOKULAGRO2.0%
ASHAPURMIN2.0%
OLAELEC2.0%
EIEL2.0%
ANGELONE2.0%
PFOCUS2.0%

Weights on the rebalance day, 6 Jul 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock.

Sector allocation

Capital Goods18.0%
Other, not yet mapped18.0%
Power & Utilities16.0%
IT & Technology12.0%
Chemicals10.0%
FMCG & Consumer6.0%
Auto & Components6.0%
Banking & Financial6.0%
Metals & Mining4.0%
Realty & Construction2.0%
Energy & Oil & Gas2.0%

11 sectors in the equity sleeve, mapped against NSE listings; names not yet in the map are counted as other.

How it works

1
Universe
Nifty Total Market, stocks priced under ₹5,000.
2
Rank
A momentum composite scores every stock: price trend over several look backs, risk adjusted.
3
Select
The top 50 names, equal weighted.
4
Rebalance
Every 2 weeks the model runs again; names that fall out are sold, entrants bought, the full list published.

Costs

Platform fee: 0.2% of traded value per rebalance; no subscription, no AUM fee, no performance fee, no lock in
A year on the minimum, about: ₹3,510 (1.56% of capital): 26 rebalances a year, 30% of the book traded each time, an assumption
Inside the back test: Gross +623.74%, estimated costs −94.55 pts, net +529.19%, cumulative over rolling 5 years to 13 Jul 2026
Broker side: Brokerage, STT, exchange charges and GST are paid to your broker

Rebalance record

Published rebalances: 135, from 14 May 2021 to 3 Jul 2026
Cadence: Every 2 weeks, 26 a year, on a fixed calendar
Names on the latest list: 60, which can differ from the 50 stock target

Model portfolio, back tested rebalance record. Every list is public, with the names that came in and went out.

RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost. Prices: NSE BhavCopy; the back test deducts brokerage, STT, exchange charges and GST. https://www.rupeecase.com/strategies/factsheets/allcap

02The PDF

Email me the PDF.

Reading needs no sign up: everything is on this page, and Print saves it as a PDF. Leave an email to get a copy, and a note when Allcap rebalances or the figures change. Two emails a month at most.

03Documents

Everything behind the sheet.

Compare Allcap with

Other factsheets

CAGR and max drawdown on the cards: Model, back tested. As of 27 Apr 2026.

04Questions

The Allcap factsheet,
in plain words.

What does the Allcap factsheet show?

The model, back tested record of Allcap: a CAGR of 44.70%, a deepest fall of −22.72% and a Sharpe ratio of 1.68 as of 27 Apr 2026, with 50 holdings rebalanced every 2 weeks. Every figure is after estimated charges and names its date.

What does it cost to run Allcap?

0.2% of traded value per rebalance, nothing else: no subscription, no AUM fee, no performance fee and no lock in. On the minimum that is about ₹3,510 a year (1.56% of capital), assuming 26 rebalances a year with 30% of the book traded each time. Brokerage, STT, exchange charges and GST are paid to your broker.

How much capital does Allcap need?

About ₹2,25,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. More capital tracks the model weights more closely.

Are these actual returns?

No. RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost.

Explore next

Read the record behind the factsheet.

Allcap.
Read the rules, then decide.

Invest in Allcap Compare Allcap

44.70% CAGR, model, back tested as of 27 Apr 2026. About ₹2.25L to start. 0.2% of traded value per rebalance, no lock in.