Allcap Multi Asset

01At a glance

Allcap Multi Asset in four numbers.

CAGR: 40.47%Model, back tested
Max drawdown: −21.32%Model, back tested
Minimum investment: ₹2.81LAbout ₹2,81,000
Fee per rebalance: 0.2%Of traded value, nothing else

Allcap Multi Asset, model₹598Nifty 50 TRI, 9.80% CAGR line₹162

150 200 300 500

₹100 in May 2021 became ₹598 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale.

02Three steps

Compare. Validate. Invest.

Compare
Against the other 17 strategies, and funds, PMS and AIF.
Compare strategies
Validate the back test
Every year, fall, holding and rebalance, in the factsheet.
Open the factsheet
Invest
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.
Invest in Allcap Multi Asset

Invest, screen by screen

Watch the walkthrough, 0:46

1Each strategy page shows its model history and the Invest bar with the minimum.
2The sheet opens with the minimum as the amount; Use minimum puts it back.
3Practice follows the strategy with no real broker order.
4Live shows your broker cash and asks for your consent before any order.

Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration.

03Factsheet

Allcap Multi Asset factsheet

Model, back tested, after charges; each block names its date.

PDF factsheet

Performance

Calendar year returns

2021from May+32.9%
2022+26.0%
2023+88.0%
2024+71.9%
2025−1.7%
2026to May+16.1%

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

What an amount would have become

Amount, ₹

You put in: ₹2,81,000
Model value
Gain

Model, back tested monthly returns after charges, May 2021 to May 2026 (61 months).

Stress test: drag through the falls

MonthFeb 2025

Below the last peak−20.7%

Back to the peak

Model value, log scaleBelow the last peak

Month on the record

Deepest falls, daily record

Exact dates of the deepest falls

−21.32%20 Dec 2024 to 26 Dec 2025371 days
−15.01%21 Jan 2022 to 5 Aug 2022196 days
−10.59%6 Aug 2021 to 1 Oct 202156 days
−10.55%9 Feb 2024 to 29 Mar 202449 days
−9.86%6 Mar 2026 to 10 Apr 202635 days

Daily model record over rolling 5 years: peak to low, and days until back at that peak.

Model, back tested. As of 27 Apr 2026. Month end values, May 2021 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again.

Monthly returns

Allcap Multi Asset: monthly model returns, percent, after charges
Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2021	no data	no data	no data	no data	3.4	8.8	7.6	−5.7	3.9	0.0	1.2	10.8	+32.9%
2022	1.6	−9.8	4.0	6.1	−7.4	0.4	9.9	4.4	−0.3	3.6	6.1	6.6	+26.0%
2023	−5.6	−3.9	3.9	8.1	4.0	8.9	12.2	8.2	5.9	3.1	12.6	9.1	+88.0%
2024	11.2	0.2	−2.3	11.2	7.8	9.2	3.3	3.8	5.6	−5.0	8.6	3.4	+71.9%
2025	−11.3	−10.6	9.1	1.0	9.2	1.3	−4.6	2.4	0.3	4.1	0.2	−0.5	−1.7%
2026	−1.7	7.1	−8.3	17.2	2.5	no data	no data	no data	no data	no data	no data	no data	+16.1%

Model, back tested, after charges; one calendar month per cell, in percent.

Rolling returns

Any 1 year, return

Worst: −1.7%
Median: +27.0%
Best: +132.0%
Positive: 98%of 51 windows

Any 3 years, CAGR

Worst: +41.7%
Median: +53.3%
Best: +63.5%
Positive: 100%of 27 windows

Model, back tested, month end values, May 2021 to Jul 2026.

Holdings and sectors

49 holdings

Equity75%
Gold10%
Debt10%

GOLDBEES10.0%Gold
LIQUIDCASE10.0%Debt
OLAELEC1.6%
STLTECH1.6%
GALLANTT1.6%
QPOWER1.6%
LLOYDSENT1.6%
CUPID1.6%
EIEL1.6%
WELCORP1.6%
KRN1.6%
ADANIPOWER1.6%
WEBELSOLAR1.6%
ANGELONE1.6%
HFCL1.6%
LLOYDSME1.6%
ADANIGREEN1.6%
APOLLO1.6%
PFOCUS1.6%
NATIONALUM1.6%
AVANTIFEED1.6%
JAYNECOIND1.6%
LLOYDSENGG1.6%
ABDL1.6%
THERMAX1.6%
AZAD1.6%
TDPOWERSYS1.6%
ADANIENSOL1.6%
KSB1.6%
ATHERENERG1.6%
INOXINDIA1.6%
DEEPAKFERT1.6%
HINDCOPPER1.6%
KAJARIACER1.6%
THANGAMAYL1.6%
ACUTAAS1.6%
ACMESOLAR1.6%
KIRLOSENG1.6%
OSWALPUMPS1.6%
SANSERA1.6%
FIVESTAR1.6%
MCX1.6%
GVT&D1.6%
AWFIS1.6%
IMFA1.6%
HEG1.6%
JINDALSAW1.6%
VEDL1.6%
BELRISE1.6%

Live quantities and prices are in the app. Sign up for RupeeCase

Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation.

Sector allocation

Capital Goods25.5%
Power & Utilities14.9%
Metals & Mining14.9%
Chemicals12.8%
Auto & Components10.6%
IT & Technology6.4%
Banking & Financial6.4%
FMCG & Consumer6.4%
Realty & Construction2.1%

9 sectors in the equity sleeve. Broad sector spread from 50-stock Allcap universe plus 10% debt and 10% gold defensive overlay.

Sector weight by year

170 rebalances, 13 sectors touched, 11 held now.

Show the year by year sector table

Average sector weight of the equity sleeve in each year, percent, and the weight on the latest published list
Sector	2021	2022	2023	2024	2025	2026	Now
Other, not yet mapped	70	69	71	68	68	25	20
Capital Goods	4	5	4	6	5	9	17
Power & Utilities	8	8	5	5	3	6	17
IT & Technology	3	2	2	2	4	7	11
Chemicals	1	1	0	2	2	5	11
FMCG & Consumer	2	2	2	4	2	5	7
Metals & Mining	5	5	6	5	5	14	4
Banking & Financial	3	3	6	4	5	11	4
Auto & Components	1	1	1	1	2	10	4
Energy & Oil & Gas	0	2	1	1	1	4	2
Realty & Construction	0	0	0	0	0	0	2
Pharma & Healthcare	1	0	2	3	3	4	out
Textiles	0	0	0	0	0	1	out

Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 8 May 2026.

Rebalances

The rebalance record

published rebalances: 170
first in the record: 14 May 2021
26 a year: Every 2 weeks
latest published: 8 May 2026

A fixed calendar; you approve each rebalance before your broker places the orders.

Latest rebalance, 8 May 2026

Against the list of 1 May 2026: 23 in, 24 out, 25 held, 48 on the list.

In

BHEL
COHANCE
HCC
KIRLPNU
BALAMINES
JAIBALAJI
HSCL
DATAPATTNS
SCI
SKYGOLD
SKIPPER
ELECON
BSE
PTC
PNBHOUSING
SYRMA
SUZLON
NETWEB
DIACABS
FINCABLES
BANDHANBNK
GOKULAGRO
ASHAPURMIN

Out

OLAELEC
EIEL
ANGELONE
PFOCUS
NATIONALUM
AVANTIFEED
ABDL
KSB
INOXINDIA
DEEPAKFERT
HINDCOPPER
KAJARIACER
THANGAMAYL
ACMESOLAR
OSWALPUMPS
SANSERA
FIVESTAR
MCX
AWFIS
IMFA
HEG
JINDALSAW
VEDL
BELRISE

The 25 held names are in Holdings.

Model, back tested record. In plus held is the list size, which can differ from the 52 stock target. Not recommendations.

Recent rebalances

The latest 6 rebalances: names on the list, names in and names out
Date	On the list	In	Out
8 May 2026	48	+23	−24
1 May 2026	49	0	0
24 Apr 2026	49	+21	−21
17 Apr 2026	49	0	0
10 Apr 2026	49	+19	−15
3 Apr 2026	45	0	0

Every rebalance with its names Rebalance history, CSV

Sector shifts of 10 points or more

6 such shifts in 170 rebalances.

Show the latest six rebalances, what moved

8 May 2026Other, not yet mapped +20 pts, Metals & Mining −11 pts
24 Apr 2026Capital Goods +15 pts
10 Apr 2026Power & Utilities +10 pts
27 Mar 2026Other, not yet mapped −13 pts
13 Mar 2026Other, not yet mapped −16 pts
13 Feb 2026Other, not yet mapped −11 pts

Equity sleeve, between two consecutive lists.

Get the next rebalance by email

Risk metrics

Allcap Multi Asset against the Nifty 50

Risk and efficiency figures, model, back tested, against the Nifty 50
Metric	Allcap Multi Asset	Nifty 50
Sharpe ratio	1.81	0.73
Sortino ratio	1.71	0.70
Calmar ratio	2.06	0.58
Volatility, a year	21.41%	14.04%
Max drawdown	−21.32%	−16.92%
Best week	+8.11%	+6.36%
Worst week	−10.37%	−6.33%
Weeks up	63.60%	57.47%
Average up week	+2.48%	+1.49%
Average down week	−2.29%	−1.57%

Model, back tested, after charges. Weekly, rolling 5 years to 27 Apr 2026; Nifty 50 over the same window.

Risk band

Moderate, Low to Very High

Deepest model fall: −21.32%
Time horizon: 5 years or longer. Drawdowns of 21% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

Walk the risk band

Already at the conservative end of the lineup.

One step bolder (Moderately High)Dynamic Asset AllocatorCAGR 45.2%, Sharpe 2.32, max drawdown −10.6%

Card figures: Model, back tested. As of 27 Apr 2026. Take the risk profile to find your band.

Watch the figures explained

Methodology

How it works

1
Universe
Start from the Nifty Total Market, filtered to stocks priced under ₹5,000. The equity sleeve sits inside a multi asset frame with debt and gold.
2
Rank
Score every stock by a risk adjusted momentum composite over several look backs.
3
Select
Hold the top 52 equity names plus the fixed debt and gold sleeve. Equity is equal weighted within its sleeve; the sleeve weights are fixed.
4
Rebalance
Every 2 weeks the model reruns: names out of the top 52 are sold, new entrants bought, and the full list is published.

Configuration

Universe: Nifty Total Market (max 5000)
Sleeves: Equity 80, debt 10, gold 10
Holdings: 52
Rebalance: Every 2 weeks, 26 a year
Max stock price: ₹5,000
Benchmark: Nifty 50 (charts: Nifty 50 TRI CAGR line)
Back test from: 7 May 2021
Metrics window: Rolling 5 years
Prices: NSE BhavCopy, after brokerage, STT, exchange charges and GST
Written for: Investors who want a balanced equity tilt with a built-in volatility cushion

Why Allcap Multi Asset

A blue wireframe surface on navy, a lit path descending its slope to the lowest point — Model optimisation, drawn as a surface

The Allcap engine with a 10% debt and 10% gold cushion
Built for ride quality: the overlay softens equity drawdowns
50 names from roughly 750, rotated every 2 weeks
The core multi-asset sleeve for allocators who want one card to anchor

Read 6 more paragraphs, 169 words

Same 50-stock equity sleeve as Allcap, with a 10% LiquidCase debt and 10% GoldBees overlay layered on top. Rebalance every 2 weeks.

The overlay is a straight trade: you hand back a slice of the pure-equity engine and buy a softer ride. The debt and gold sleeves are separate assets that do not move with the equity sleeve.

This is not the concentrated bet and it is not the naked equity card. It is the multi-asset version of the Allcap momentum engine.

The card screens the Nifty Total Market (roughly 750 stocks across all cap segments) for names priced under 5000, applies the standard momentum filter, and holds the top 50 equal-weighted. Debt at 10%, gold at 10%. No defensive overlay beyond that. Rotates every two weeks regardless of regime.

This is also not a tax-friendly product if traded in a non-registered account. Two-week rebalances on 50 stocks mean churn, and churn means short-term capital gains.

For the return and risk readout, look up. The structure does not change.

A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.

How the rule was built

Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box.

The engine and the audit trail

Learn the mechanics

Free Learn modules, no sign up.

Costs

One fee per rebalance

0.2%of traded value, charged only when a rebalance trades

No subscription, AUM or performance fee; broker charges are separate. Fee calculator Pricing

A year on the minimum

Minimum capital: ₹2,81,000
Rebalances, year to 8 May 2026: 53
Traded, about: 16.4 timesthe portfolio
Platform fee a year, about: ₹9,1903.3% of capital

Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded.

Costs inside the back test

Gross return: +602.66%before costs
Estimated costs: −84.96 ptsbrokerage, STT and taxes
Net return: +517.70%after costs
Nifty 50, same window: +59.62%cumulative

Model, back tested, cumulative, rolling 5 years to 27 Apr 2026. Net is gross minus estimated costs.

Documents

Download and print

RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost.

Invest, the walkthrough

Allcap, model history after charges. Model, back tested. Not a promise of future returns.

Investing: Practice first, then Live

5 chapters, 0:46, no sound

Steps in this video

Allcap, model history after charges. Model, back tested. Not a promise of future returns.
The Invest bar shows the minimum for this strategy.
Invest opens the sheet with the minimum as the amount.
Type any amount at or above the minimum.
Use minimum puts the minimum back.
Practice is chosen first. It follows the strategy with no real broker order.
Live shows the cash at your broker.
Nothing is sent until you accept the consent text and press Invest now.
Each portfolio shows its mode, broker and status at the top.

04Questions

Before you
commit capital.

What is the Allcap Multi Asset strategy?

50 stocks, 10% debt, 10% gold. The broad-market engine with a cushion. It selects the top 52 momentum names from Nifty Total Market (max 5000) and rebalances every 2 weeks.

What is the minimum investment for Allcap Multi Asset?

About ₹2,81,000 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings.

How does Allcap Multi Asset compare to the Nifty 50?

Allcap Multi Asset shows a model CAGR of 40.47% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.81. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.

What is the worst drawdown Allcap Multi Asset has experienced?

21.32% peak to trough in the model record. The deepest period ran 371 days, from 20 Dec 2024 to 26 Dec 2025. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.

What are the fees on Allcap Multi Asset?

0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 3.3% of capital a year at 0.2% of traded value, from the published rebalance record: 53 rebalances in the year to 8 May 2026, about 16.4 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹2,81,000 that is about ₹9,190 a year, an estimate from the model record, not a promise.

Can I exit Allcap Multi Asset at any time?

Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.

05Same family

All market: Nifty Total Market.

All 18 strategies

Moderately HighMomentum Allcap Nifty Total Market, 50 stocks, every 2 weeks CAGR, model44.70%Max DD−22.7%From₹2.25L

ModerateHybrid TotalMarket Hybrid Nifty Total Market, 51 stocks, every 2 weeks CAGR, model39.53%Max DD−21.8%From₹2.81L

Moderately HighDynamic multi asset Dynamic Asset Allocator Nifty Total Market plus debt and gold, 52 stocks, every 3 weeks CAGR, model45.18%Max DD−10.6%From₹4.76L

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

Compare Allcap Multi Asset with

Ready when you are

40.47% CAGR, model, back tested. About ₹2.81L to start. Every 2 weeks, you approve each one.

Sign up for RupeeCase Compare Allcap Multi Asset

0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.

Allcap Multi Asset Nifty Total Market momentum, debt and gold