---
title: "Nifty 50 Equal Weight Factsheet | RupeeCase"
description: "Nifty 50 Equal Weight factsheet: model CAGR 16.35%, max drawdown −15.71%, back tested as of 27 Apr 2026. Holdings, months, falls, costs. Print or save as PDF."
source_url: "https://www.rupeecase.com/strategies/factsheets/nifty-50-equal-weight"
---

Factsheet, model back tested

# Nifty 50 Equal Weight factsheet

      All 50 Nifty names, equal weight. The simplest card on the lineup. Equal weight on the Nifty 50, 50 holdings, rebalanced every 4 weeks. Every figure below is model, back tested and after charges; each block names its date.

        * **16.35%**CAGR, model, as of 27 Apr 2026

        * **−15.71%**deepest model fall

        * **1.13**Sharpe ratio, model

        * **₹2.49L**minimum, about ₹2,49,000

        Print or save as PDF
        Email me the PDF

      [Read the Nifty 50 Equal Weight strategy page](/strategies/nifty-50-equal-weight)

            CAGR**16.35%**Nifty 50 TRI line 9.8%

            Max drawdown**−15.71%**peak to trough, model

            Sharpe ratio**1.13**Nifty 50 0.69

            Minimum capital**₹2.49L**about ₹2,49,000

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

            Nifty 50 Equal Weight, model**₹214**Nifty 50 TRI, 9.8% CAGR line**₹160**

              150
              200

          ₹100 in the model in Jul 2021 became ₹214 by Jul 2026; the Nifty 50 TRI line reached ₹160. Log scale. Model, back tested. As of 27 Apr 2026.

### Performance, risk, efficiency

              * Metric**Nifty 50 Equal Weight***Nifty 50*

              * Performance

              * CAGR**16.35%***9.8%*

              * Cumulative return**+94.73%***+55.09%*
* Sharpe ratio**1.13***0.69*
* Sortino ratio**1.11***0.67*
* Calmar ratio**1.03***0.54*

              * Risk

              * Max drawdown**−15.71%***−16.92%*

              * Volatility, a year**14.23%***14.15%*
* Best week**+5.50%***+6.36%*
* Worst week**−6.48%***−6.33%*

              * Efficiency

              * Weeks up**56.70%***56.32%*
* Average up week**+1.66%***+1.53%*
* Average down week**−1.50%***−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

            UniverseNifty 50
TypeEqual weight
SleevesEquity 100
Holdings50, equal weight in the equity sleeve
RebalanceEvery 4 weeks, 13 a year
Risk bandModerate
TierStarter
BenchmarkNifty 50
Minimum capitalAbout ₹2,49,000, as of 8 Aug 2026
Back test from9 Jul 2021
Metrics windowRolling 5 years
Fee0.2% of traded value per rebalance, nothing else

### Calendar year returns

* 2021from Jul**+11.3%**
* 2022**+9.2%**
* 2023**+34.1%**
* 2024**+17.7%**
* 2025**+11.8%**
* 2026to Jul**−1.0%**

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

### Deepest falls

1. **−8.91%**22 Oct 2021 to 7 Jan 2022*77 days*
2. **−8.91%**22 Oct 2021 to 7 Jan 2022*77 days*
3. **−8.91%**22 Oct 2021 to 7 Jan 2022*77 days*
4. **−8.91%**22 Oct 2021 to 7 Jan 2022*77 days*
5. **−8.91%**22 Oct 2021 to 7 Jan 2022*77 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 dataMayno dataJunno dataJul−0.4Aug5.0Sep4.8Oct0.0Nov−2.7Dec4.5**Year+11.3%**
* **2022**Jan−2.0Feb−1.8Mar3.6Apr0.7May−3.5Jun−4.4Jul10.5Aug1.9Sep−1.3Oct5.9Nov1.4Dec−1.2**Year+9.2%**
* **2023**Jan−4.0Feb−2.8Mar1.3Apr5.8May4.3Jun5.7Jul3.1Aug−0.6Sep3.5Oct−1.7Nov5.7Dec10.4**Year+34.1%**
* **2024**Jan1.8Feb4.9Mar1.6Apr1.7May3.4Jun3.9Jul4.2Aug2.7Sep2.8Oct−7.0Nov−0.7Dec−2.1**Year+17.7%**
* **2025**Jan−1.5Feb−5.3Mar5.5Apr4.7May2.6Jun3.8Jul−3.4Aug−0.1Sep0.3Oct5.0Nov0.7Dec−0.6**Year+11.8%**
* **2026**Jan−3.3Feb1.4Mar−8.9Apr9.6May−1.3Jun0.8Jul1.8Augno dataSepno dataOctno dataNovno dataDecno data**YTD−1.0%**

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

### 44 holdings

* Equity**100%**

* ADANIENT
* MAXHEALTH
* SHRIRAMFIN
* ADANIPORTS
* BAJFINANCE
* ICICIBANK
* GRASIM
* ASIANPAINT
* TITAN
* AXISBANK
* SUNPHARMA
* NESTLEIND
* HINDALCO
* SBIN
* CIPLA
* KOTAKBANK
* DRREDDY
* COALINDIA
* LT
* JSWSTEEL
* ETERNAL
* BHARTIARTL
* BEL
* TECHM
* TATACONSUM
* NTPC
* M&M
* BAJAJFINSV
* POWERGRID
* TATASTEEL
* HDFCBANK
* SBILIFE
* HINDUNILVR
* RELIANCE
* JIOFIN
* ONGC
* ITC
* HDFCLIFE
* WIPRO
* HCLTECH
* INFY
* TCS
* TRENT
* INDIGO

            Equal weight across the 44 names on the published list of 3 Jul 2026. Model portfolio, not a recommendation to buy or sell any stock.

### Sector allocation

* Other, not yet mapped**68.2%**
* Capital Goods**6.8%**
* Banking & Financial**6.8%**
* FMCG & Consumer**4.5%**
* Metals & Mining**4.5%**
* Energy & Oil & Gas**4.5%**
* Power & Utilities**4.5%**

            7 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 4 weeks the book is reset to equal weights and the full list is published.

2. 4**Rebalance**Every 4 weeks the book is reset to equal weights and the full list is published.

3. 4**Rebalance**Every 4 weeks the book is reset to equal weights and the full list is published.

4. 4**Rebalance**Every 4 weeks the book is reset to equal weights and the full list is 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₹1,940 (0.78% of capital): 13 rebalances a year, 30% of the book traded each time, an assumption
Inside the back testGross +115.10%, estimated costs −2.77 pts, net +112.33%, cumulative over rolling 5 years to 13 Jul 2026
Broker sideBrokerage, STT, exchange charges and GST are paid to your broker

### Rebalance record

            Published rebalances65, from 6 Aug 2021 to 3 Jul 2026
CadenceEvery 4 weeks, 13 a year, on a fixed calendar
Names on the latest list44, 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/nifty-50-equal-weight

          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 Nifty 50 Equal Weight 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.

          * [Nifty 50 Equal Weight strategy pageFour numbers, the full factsheet with the stress test, the FAQ and Invest.](/strategies/nifty-50-equal-weight)

          * [Rebalance historyEvery published list, 65 rebalances, 6 Aug 2021 to 3 Jul 2026.](/rebalance/nifty-50-equal-weight/)

          * [Rebalance history, CSVThe record as a file.](/data/rebalances/nifty-50-equal-weight.csv)

          * [Nifty 50 Equal Weight as plain textMarkdown, for reading tools and AI assistants.](/strategies/nifty-50-equal-weight.md)

          * [Starter tierLow minimum capital, the place to begin.](/strategies/by-tier/starter)

          * [DisclaimersHow the model figures are made and what they are not.](/disclaimers)

### Compare Nifty 50 Equal Weight with

* [vs5Paisa Focused Alpha 5CAGR 54.1%, Sharpe 1.60](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight)
* [vsFocused Largecap 20CAGR 26.3%, Sharpe 1.20](/strategies/compare/nifty-50-equal-weight-vs-focused-largecap-20)
* [vsAllcapCAGR 44.7%, Sharpe 1.68](/strategies/compare/nifty-50-equal-weight-vs-allcap)

### Other factsheets

* [higher CAGRLargecap HybridCAGR 22.7%, max drawdown −22.0%](/strategies/factsheets/largecap-hybrid)
* [lower CAGRHealthcare BasketCAGR 15.2%, max drawdown −33.3%](/strategies/factsheets/healthcare-basket)
* [LargeFocused Largecap 20CAGR 26.3%, max drawdown −23.6%](/strategies/factsheets/focused-largecap-20)
* [LargeLarge Cap Multi AssetCAGR 24.4%, max drawdown −21.0%](/strategies/factsheets/largecap-multi-asset)

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

          04Questions

## The Nifty 50 Equal Weight factsheet,
in plain words.

### What does the Nifty 50 Equal Weight factsheet show?
The model, back tested record of Nifty 50 Equal Weight: a CAGR of 16.35%, a deepest fall of −15.71% and a Sharpe ratio of 1.13 as of 27 Apr 2026, with 50 holdings rebalanced every 4 weeks. Every figure is after estimated charges and names its date.

### What does it cost to run Nifty 50 Equal Weight?
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 ₹1,940 a year (0.78% of capital), assuming 13 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 Nifty 50 Equal Weight need?
About ₹2,49,000, 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.

* [GuideEqual weight vs market cap: what the NSE record shows for the same 100 companiesThe same 100 companies held two ways since 2013: returns, falls and costs.](/guides/equal-weight-vs-market-cap)
* [Free module 1.3Indices & Benchmarks13 min read](/learn/path-1/module-1-3-indices-and-benchmarks)
* [CalculatorSIP calculatorFree, with the formula and a worked example](/learn/tools/sip-calculator)
* [Blog noteThe Nifty 50 is 10 stocks plus 40 footnotesPortfolio construction, a short note](/blog/2026-05-02-morning-equal-weight-vs-cap-weight/)
* [SectorFinancial Services stocksNSE sector across the 18 index algos](/sectors/financial-services)
* [Free module 2.4How Backtesting Works8 min read](/learn/path-2/module-2-4-how-backtesting-works)

## Nifty 50 Equal Weight.
Read the rules, then decide.

        [Invest in Nifty 50 Equal Weight](https://invest.rupeecase.com/signup?strategy=nifty-50-equal-weight)[Compare head to head](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight)

        16.35% CAGR, model, back tested as of 27 Apr 2026. About ₹2.49L to start. 0.2% of traded value per rebalance, no lock in.