Allcap Multi Asset vs Large Mid Multi Asset
Side-by-side comparison of two RupeeCase strategies. All numbers from a 5-year backtest with all charges deducted. Past performance is not a guarantee.
Multi-asset core · CAGR 43.9%
Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.91%. Sharpe 1.81, highest on the lineup.
vs
Multi-asset core · CAGR 36.5%
Large Mid Multi Asset
40 equity + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on LargeMidCap 250. CAGR 36.50%. Sharpe 1.72.
| Metric | Allcap Multi Asset | Large Mid Multi Asset | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 43.91% | ← | 36.50% | 9.80% |
| Sharpe ratio | 1.81 | ← | 1.72 | 0.73 |
| Sortino ratio | 1.71 | ← | 1.63 | 0.70 |
| Calmar ratio | 2.06 | = | 2.07 | 0.58 |
| Max drawdown | 21.32% | → | 17.60% | -16.92% |
| Volatility | 21.41% | → | 19.13% | 14.04% |
| Net return (5Y) | 517.70% | ← | 374.23% | 59.62% |
| Min capital | ₹291975 | → | ₹252032 | — |
| Stocks held | 49 | 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 43.91% vs 36.50%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.72)
- Shallower drawdown: Large Mid Multi Asset (Max DD 17.60% vs 21.32%)
- Lower entry: Large Mid Multi Asset (₹252032 vs ₹291975)
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