--- title: "Healthcare Basket Factsheet | Model Back Test | RupeeCase" description: "Healthcare Basket factsheet: model CAGR 15.19%, max drawdown −33.29%, back tested as of 27 Apr 2026. Holdings, months, falls, costs. Print or save as PDF." source_url: "https://www.rupeecase.com/strategies/factsheets/healthcare-basket" --- Factsheet, model back tested # Healthcare Basket factsheet 10 stocks from Nifty MidSmall Healthcare, rotated weekly. The healthcare thematic satellite. Thematic on the Nifty MidSmall Healthcare, 10 holdings, rebalanced every week. Every figure below is model, back tested and after charges; each block names its date. * **15.19%**CAGR, model, as of 27 Apr 2026 * **−33.29%**deepest model fall * **0.89**Sharpe ratio, model * **₹36K**minimum, about ₹36,000 Print or save as PDF Email me the PDF [Read the Healthcare Basket strategy page](/strategies/healthcare-basket) CAGR**15.19%**Nifty 50 TRI line 9.8% Max drawdown**−33.29%**peak to trough, model Sharpe ratio**0.89**Nifty 50 0.73 Minimum capital**₹36K**about ₹36,000 Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns. Healthcare Basket, model**₹210**Nifty 50 TRI, 9.8% CAGR line**₹162** 100 150 200 ₹100 in the model in May 2021 became ₹210 by Jul 2026; the Nifty 50 TRI line reached ₹162. Log scale. Model, back tested. As of 27 Apr 2026. ### Performance, risk, efficiency * Metric**Healthcare Basket***Nifty 50* * Performance * CAGR**15.19%***9.8%* * Cumulative return**+111.66%***+59.62%* * Sharpe ratio**0.89***0.73* * Sortino ratio**0.89***0.70* * Calmar ratio**0.50***0.58* * Risk * Max drawdown**−33.29%***−16.92%* * Volatility, a year**19.44%***14.04%* * Best week**+8.24%***+6.36%* * Worst week**−9.01%***−6.33%* * Efficiency * Weeks up**57.47%***57.47%* * Average up week**+2.10%***+1.49%* * Average down week**−2.05%***−1.57%* Model, back tested, after charges, weekly figures over the rolling 5 years window to 27 Apr 2026; the Nifty 50 over the same window. CAGR and max drawdown as of 27 Apr 2026. ### Configuration UniverseNifty MidSmall Healthcare TypeThematic SleevesEquity 100 Holdings10, equal weight in the equity sleeve RebalanceEvery week, 52 a year Max stock price₹5,000 Risk bandHigh TierThematic satellite BenchmarkNifty 50 Minimum capitalAbout ₹36,000, as of 8 Aug 2026 Back test from7 May 2021 Metrics windowRolling 5 years Fee0.2% of traded value per rebalance, nothing else ### Calendar year returns * 2021from May**+4.4%** * 2022**−19.6%** * 2023**+57.2%** * 2024**+40.0%** * 2025**+0.6%** * 2026to May**+16.2%** Model, back tested, after charges, 2021 to May 2026. ### Deepest falls 1. **−7.13%**6 Oct 2023 to 3 Nov 2023*28 days* 2. **−7.13%**6 Oct 2023 to 3 Nov 2023*28 days* 3. **−7.13%**6 Oct 2023 to 3 Nov 2023*28 days* 4. **−7.13%**6 Oct 2023 to 3 Nov 2023*28 days* 5. **−7.13%**6 Oct 2023 to 3 Nov 2023*28 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 * **2021**Janno dataFebno dataMarno dataAprno dataMay2.8Jun3.0Jul3.2Aug−0.8Sep−1.7Oct−8.3Nov3.6Dec3.2**Year+4.4%** * **2022**Jan−7.5Feb−6.3Mar2.7Apr−2.6May−10.1Jun−7.1Jul9.7Aug−1.8Sep−0.2Oct4.4Nov1.9Dec−2.9**Year−19.6%** * **2023**Jan−6.5Feb0.2Mar3.9Apr7.9May5.5Jun9.8Jul7.0Aug2.2Sep3.4Oct−6.3Nov12.4Dec8.7**Year+57.2%** * **2024**Jan4.7Feb5.4Mar−6.4Apr1.7May−5.7Jun12.1Jul7.4Aug12.8Sep−3.0Oct1.2Nov6.8Dec−0.7**Year+40.0%** * **2025**Jan−8.6Feb−11.0Mar11.5Apr0.8May1.0Jun10.5Jul5.1Aug−4.9Sep0.2Oct4.8Nov−5.1Dec−1.1**Year+0.6%** * **2026**Jan−5.4Feb7.7Mar−2.6Apr8.9May7.4Junno dataJulno dataAugno dataSepno dataOctno dataNovno dataDecno data**YTD+16.2%** Model, back tested, after charges. Each cell is one calendar month, in percent. ### 10 holdings * Equity**100%** * FORTIS**10.9%** * NATCOPHARM**10.7%** * WOCKPHARMA**10.7%** * GLENMARK**10.4%** * COHANCE**10.3%** * AUROPHARMA**10.3%** * GRANULES**10.0%** * SAILIFE**9.8%** * LAURUSLABS**8.8%** * ONESOURCE**8.2%** Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock. ### Sector allocation * Pharma & Healthcare**60.2%** * Other, not yet mapped**39.8%** 2 sectors in the equity sleeve, mapped against NSE listings; names not yet in the map are counted as other. ### How it works 1. 4**Rebalance**Every week the model runs again; names that fall out are sold, entrants bought, the full list published. 2. 4**Rebalance**Every week the model runs again; names that fall out are sold, entrants bought, the full list published. 3. 4**Rebalance**Every week the model runs again; names that fall out are sold, entrants bought, the full list published. 4. 4**Rebalance**Every week the model runs again; names that fall out are sold, entrants bought, the full list published. ### Costs Platform fee0.2% of traded value per rebalance; no subscription, no AUM fee, no performance fee, no lock in A year on the minimum, about₹1,120 (3.11% of capital): 52 rebalances a year, 30% of the book traded each time, an assumption Inside the back testGross +141.80%, estimated costs −25.89 pts, net +115.91%, cumulative over rolling 5 years to 27 Apr 2026 Broker sideBrokerage, STT, exchange charges and GST are paid to your broker ### Rebalance record Published rebalances261, from 14 May 2021 to 8 May 2026 CadenceEvery week, 52 a year, on a fixed calendar Names on the latest list11, which can differ from the 10 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/healthcare-basket 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 Healthcare Basket rebalances or the figures change. Two emails a month at most. Noted on this device. Print saves the PDF any time. 03Documents ## Everything behind the sheet. * [Healthcare Basket strategy pageFour numbers, the full factsheet with the stress test, the FAQ and Invest.](/strategies/healthcare-basket) * [Rebalance historyEvery published list, 261 rebalances, 14 May 2021 to 8 May 2026.](/rebalance/healthcare-basket/) * [Rebalance history, CSVThe record as a file.](/data/rebalances/healthcare-basket.csv) * [Healthcare Basket as plain textMarkdown, for reading tools and AI assistants.](/strategies/healthcare-basket.md) * [Thematic satellite tierSingle sector, concentrated exposure.](/strategies/by-tier/thematic) * [DisclaimersHow the model figures are made and what they are not.](/disclaimers) ### Other factsheets * [higher CAGRNifty 50 Equal WeightCAGR 16.4%, max drawdown −15.7%](/strategies/factsheets/nifty-50-equal-weight) * [ThematicEnergy BasketCAGR 33.1%, max drawdown −39.5%](/strategies/factsheets/energy-basket) CAGR and max drawdown on the cards: Model, back tested. As of 27 Apr 2026. 04Questions ## The Healthcare Basket factsheet, in plain words. ### What does the Healthcare Basket factsheet show? The model, back tested record of Healthcare Basket: a CAGR of 15.19%, a deepest fall of −33.29% and a Sharpe ratio of 0.89 as of 27 Apr 2026, with 10 holdings rebalanced every week. Every figure is after estimated charges and names its date. ### What does it cost to run Healthcare Basket? 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 ₹1,120 a year (3.11% of capital), assuming 52 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 Healthcare Basket need? About ₹36,000, 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. * [Free module 3.1The Momentum Factor11 min read](/learn/path-3/module-3-1-momentum-factor-deep-dive) * [SectorHealthcare stocksNSE sector across the 18 index algos](/sectors/healthcare) * [Free module 2.4How Backtesting Works8 min read](/learn/path-2/module-2-4-how-backtesting-works) ## Healthcare Basket. Read the rules, then decide. [Invest in Healthcare Basket](https://invest.rupeecase.com/signup?strategy=healthcare-basket)[Compare strategies](/compare) 15.19% CAGR, model, back tested as of 27 Apr 2026. About ₹36K to start. 0.2% of traded value per rebalance, no lock in.