Allcap Multi Asset vs Large Mid Multi Asset
Side-by-side comparison of two RupeeCase strategies. All numbers from a rolling 5-year backtest with all charges deducted. Past performance is not a guarantee.
Multi-asset core · CAGR 40.2%
Allcap Multi Asset
50 stocks, 10% debt, 10% gold. The broad-market engine with a cushion.
vs
Multi-asset core · CAGR 34.2%
Large Mid Multi Asset
40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250.
| Metric | Allcap Multi Asset | Large Mid Multi Asset | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 40.19% | ← | 34.16% | n/a |
| Sharpe ratio | 1.81 | ← | 1.72 | 0.69 |
| Sortino ratio | 1.71 | ← | 1.63 | 0.67 |
| Calmar ratio | 2.06 | = | 2.07 | 0.54 |
| Max drawdown | 21.32% | → | 17.60% | -16.92% |
| Volatility | 21.41% | → | 19.13% | 14.15% |
| Net return | 438.28% | ← | 332.43% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹2.34L | ← | ₹2.41L | n/a |
| Stocks held | 52 | 42 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderate | Moderate | Moderate | |
| Tier | Multi-asset core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: Allcap Multi Asset (CAGR 40.19% vs 34.16%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.72) (as of 27 Apr 2026)
- Shallower drawdown: Large Mid Multi Asset (Max DD 17.60% vs 21.32%) (as of 27 Apr 2026)
- Lower entry: Allcap Multi Asset (₹2.34L vs ₹2.41L)
Holdings overlap
11 stocks held by both · 22% overlap by name count
Shared: ADANIPOWERLLOYDSMEADANIGREENNATIONALUMTHERMAXADANIENSOLMCXGVT&DVEDLGOLDBEESLIQUIDCASE
Only in Allcap Multi Asset: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNWEBELSOLARANGELONEHFCLAPOLLOPFOCUSAVANTIFEEDJAYNECOINDLLOYDSENGGABDLAZADTDPOWERSYS +18 more
Only in Large Mid Multi Asset: BHELBSESUZLONHUDCOCOCHINSHIPRADICOADANIENTMAHABANKTORNTPOWERPREMIERENESAILVBLNLCINDIASIEMENSCGPOWERATGLNESTLEINDBHARATFORGADANIPORTSNAM-INDIA +11 more