352.65 +1.51 (+0.43%) Buy

Want to invest in RUPA? Consider as it managed to marginally outperform the broader market

13 min read

RUPA managed to marginally outperform the broader market today. On a longer term basis, investors in RUPA & COMPANY LTD made +0.09% per day. Wednesday's performance of +0.43% was a significant outperformance compared to it's daily average.

[Themes containing RUPA]

RUPA showed a strong up trend over the last 3 months. During this period RUPA gained +19.93% and saw a maximum drawdown of -7.09%. There were 3 long signals during this period that returned a cumulative of +1.64% to investors.


RUPA has been outperforming the NIFTY-50 index in recent time. Over the last 3 years and 1 month, RUPA underperformed the NIFTY-50 index on 56% days.

RUPA returned losses on 51% days in the last three months. During this time, it delivered on average +0.31% per day. It delivered it's best daily return of +8.04%, during this period, on Tuesday, 30 Oct, 2018. There was initially a bearish trend during this period which started on 3 Dec, 2018 and went on till 10 Dec, 2018. The trend delivered -5.29% losses to investors. This was followed by a bullish trend that started on 28 Dec, 2018 and ended on 3 Jan, 2019. This bullish trend delivered +10.8% to investors.

On monthly basis, RUPA delivered profits in more months over the last year, than losses. RUPA delivered profits in more months than NIFTY-50 index. RUPA was also a more risky investment than NIFTY-50 index as it's worst month in the last year, Sep 2018, returned -18.92% compared to -6.42% returned by NIFTY-50 index in Sep 2018. RUPA had a longer winning streak of profitable months than NIFTY-50 index. It went up in 4 straight months (from Oct 2018 to Jan 2019) during which period it delivered +21.62%. It is interesting to note that both RUPA and NIFTY-50 index significantly outperform during months when quarterly/annual results are announced.

"Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community.

RUPA is becoming less volatile overall. In comparison, the NIFTY-50 index is seeing a fall in volatility. During the last three months, there was a significant fall in RUPA's volatility from 30 Oct, 2018 to 23 Jan, 2019. While there was a significant fall in the NIFTY-50 index's volatility from 31 Oct, 2018 to 5 Dec, 2018.

Advanced/professional short-term investors should note that RUPA has significant negative skewness in it's return distribution. This indicates that RUPA is very risky for short-term investment and can significantly underperform for long durations.

NIFTY-50 index has more chance of extreme outcomes than RUPA. Therefore, NIFTY-50 must receive a lower allocation than RUPA in your portfolio. NIFTY-50 index usually has shorter drawdown period than RUPA.

On a general note (since you are interested in RUPA), two large cap instruments that deserve special mention are TORNTPHARM and BAJAJFINSV. They have significantly outperformed the overall market.

Want to improve your Portfolio's performance?

Spotalpha's Portfolio optimizer is all you need to improve your returns and reduce your risk.
Optimize Portfolio NOW
If you liked what you read here ...

... we have a small favour to ask. Help us bring the power of algorithmic trading strategies to individual investors.

All content in this article was automatically generated by algorithms. This ensures that there are no human biases in the analysis provided. This approach to investing is not new and has been around for more than three decades. Yet, it has been available to only the most affluent or elite investors leaving individual investors to trade on emotions (such as fear and greed), intuition and poor analysis from third-parties. We want to change this.

We want to empower investors with all the tools and analysis required by them to make a rational investment decision.

If you found Spotalpha useful, consider making a contribution. For as little as $5 you can support our efforts and it takes less than a minute. Thank you. Contribute
Share with friends   WhatsApp   Facebook   Twitter