Focused Largecap 20 vs Largecap 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.
Conservative core · CAGR 25.9%
Focused Largecap 20
20 largecap stocks, 4-week rotation. The conservative core.
vs
Conservative core · CAGR 22.4%
Largecap Hybrid
20 largecap stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the Nifty 100.
| Metric | Focused Largecap 20 | Largecap Hybrid | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 25.92% | ← | 22.42% | n/a |
| Sharpe ratio | 1.20 | → | 1.25 | 0.69 |
| Sortino ratio | 1.19 | → | 1.25 | 0.67 |
| Calmar ratio | 1.11 | → | 1.12 | 0.54 |
| Max drawdown | 23.56% | → | 22.04% | -16.92% |
| Volatility | 21.22% | → | 19.12% | 14.15% |
| Net return | 215.36% | ← | 174.00% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹99K | ← | ₹1.23L | n/a |
| Stocks held | 20 | 21 | 50 | |
| Rebalance cadence | 4 weeks | 4 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderately High | Moderate | |
| Tier | Conservative core | Conservative core | Index benchmark |
The trade-off
- Higher growth: Focused Largecap 20 (CAGR 25.92% vs 22.42%)
- Better risk-adjusted return: Largecap Hybrid (Sharpe 1.25 vs 1.20) (as of 13 Jul 2026 / 27 Apr 2026)
- Shallower drawdown: Largecap Hybrid (Max DD 22.04% vs 23.56%) (as of 13 Jul 2026 / 27 Apr 2026)
- Lower entry: Focused Largecap 20 (₹99K vs ₹1.23L)
Holdings overlap
20 stocks held by both · 95% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFIN
Only in Largecap Hybrid: LIQUIDCASE