Allcap Multi Asset vs TotalMarket Hybrid
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 39.2%
TotalMarket Hybrid
50 stocks, 20% debt, no gold. Fortnightly rotation.
| Metric | Allcap Multi Asset | TotalMarket Hybrid | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 40.19% | ← | 39.23% | n/a |
| Sharpe ratio | 1.81 | ← | 1.77 | 0.69 |
| Sortino ratio | 1.71 | ← | 1.69 | 0.67 |
| Calmar ratio | 2.06 | ← | 1.97 | 0.54 |
| Max drawdown | 21.32% | ← | 21.82% | -16.92% |
| Volatility | 21.41% | ← | 21.55% | 14.15% |
| Net return | 438.28% | ← | 420.33% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹2.34L | = | ₹2.34L | n/a |
| Stocks held | 52 | 51 | 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 39.23%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.77) (as of 27 Apr 2026)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.32% vs 21.82%) (as of 27 Apr 2026)
- Lower entry: TotalMarket Hybrid (₹2.34L vs ₹2.34L)
Holdings overlap
48 stocks held by both · 98% overlap by name count
Shared: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNADANIPOWERWEBELSOLARANGELONEHFCLLLOYDSMEADANIGREENAPOLLOPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDLLOYDSENGGABDLTHERMAXAZADTDPOWERSYSADANIENSOLKSBATHERENERGINOXINDIADEEPAKFERTHINDCOPPERKAJARIACERTHANGAMAYLACUTAASACMESOLARKIRLOSENGOSWALPUMPSSANSERAFIVESTARMCXGVT&DAWFISIMFAHEGJINDALSAWVEDLBELRISELIQUIDCASE
Only in Allcap Multi Asset: GOLDBEES