Allcap Multi Asset vs TotalMarket Hybrid
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 43.0%
TotalMarket Hybrid
50 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 43.03%. Sharpe 1.77.
| Metric | Allcap Multi Asset | TotalMarket Hybrid | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 43.91% | ← | 43.03% | 9.80% |
| Sharpe ratio | 1.81 | ← | 1.77 | 0.73 |
| Sortino ratio | 1.71 | ← | 1.69 | 0.70 |
| Calmar ratio | 2.06 | ← | 1.97 | 0.58 |
| Max drawdown | 21.32% | ← | 21.82% | -16.92% |
| Volatility | 21.41% | ← | 21.55% | 14.04% |
| Net return (5Y) | 517.70% | ← | 499.05% | 59.62% |
| Min capital | ₹291975 | → | ₹291503 | — |
| Stocks held | 49 | 48 | 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 43.03%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.77)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.32% vs 21.82%)
- Lower entry: TotalMarket Hybrid (₹291503 vs ₹291975)
Holdings overlap
48 stocks held by both · 98% overlap by name count
Shared: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNADANIPOWERWEBELSOLARANGELONEHFCLLLOYDSMEADANIGREENAPOLLOPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDLLOYDSENGGABDLTHERMAXAZADTDPOWERSYSADANIENSOLKSBATHERENERGINOXINDIADEEPAKFERTHINDCOPPERKAJARIACERTHANGAMAYLACUTAASACMESOLARKIRLOSENGOSWALPUMPSSANSERAFIVESTARMCXGVT&DAWFISIMFAHEGJINDALSAWVEDLBELRISELIQUIDCASE
Only in Allcap Multi Asset: GOLDBEES