Allcap vs Allcap 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.
Full-equity core · CAGR 48.5%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.46%. Highest Sharpe on the lineup at 1.78.
vs
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.
| Metric | Allcap | Allcap Multi Asset | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 48.46% | ← | 43.91% | 9.80% |
| Sharpe ratio | 1.78 | → | 1.81 | 0.73 |
| Sortino ratio | 1.70 | → | 1.71 | 0.70 |
| Calmar ratio | 2.13 | ← | 2.06 | 0.58 |
| Max drawdown | 22.71% | → | 21.32% | -16.92% |
| Volatility | 23.76% | → | 21.41% | 14.04% |
| Net return (5Y) | 621.85% | ← | 517.70% | 59.62% |
| Min capital | ₹229500 | ← | ₹291975 | — |
| Stocks held | 50 | 49 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | ALLCAP | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderate | Moderate | |
| Tier | Full-equity core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: Allcap (CAGR 48.46% vs 43.91%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.78)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.32% vs 22.71%)
- Lower entry: Allcap (₹229500 vs ₹291975)
Holdings overlap
27 stocks held by both · 54% overlap by name count
Shared: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPADANIPOWERJAYNECOINDGALLANTTTDPOWERSYSKRNADANIGREENADANIENSOLAZADLLOYDSMELLOYDSENTACUTAASATHERENERGLLOYDSENGGKIRLOSENGGVT&DTHERMAXOLAELECEIELANGELONEPFOCUS
Only in Allcap: BHELCOHANCEHCCKIRLPNUBALAMINESJAIBALAJIHSCLDATAPATTNSSCISKYGOLDSKIPPERELECONBSEPTCPNBHOUSINGSYRMASUZLONNETWEBDIACABSFINCABLES +3 more
Only in Allcap Multi Asset: NATIONALUMAVANTIFEEDABDLKSBINOXINDIADEEPAKFERTHINDCOPPERKAJARIACERTHANGAMAYLACMESOLAROSWALPUMPSSANSERAFIVESTARMCXAWFISIMFAHEGJINDALSAWVEDLBELRISE +2 more