Focused Largecap 20 vs Largecap 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.
Conservative core · CAGR 28.4%
Focused Largecap 20
20 largecap stocks. 4-week rotation. CAGR 28.39%. Sharpe 1.27. The conservative core.
vs
Conservative core · CAGR 24.6%
Largecap Hybrid
20 Largecap + 20% LIQUIDCASE. 80/20 equity-plus-debt on Nifty 100. CAGR 24.63%. Sharpe 1.25.
| Metric | Focused Largecap 20 | Largecap Hybrid | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 28.39% | ← | 24.63% | 9.80% |
| Sharpe ratio | 1.27 | ← | 1.25 | 0.73 |
| Sortino ratio | 1.27 | ← | 1.25 | 0.70 |
| Calmar ratio | 1.20 | ← | 1.12 | 0.58 |
| Max drawdown | 23.58% | → | 22.04% | -16.92% |
| Volatility | 21.49% | → | 19.12% | 14.04% |
| Net return (5Y) | 249.08% | ← | 200.83% | 59.62% |
| Min capital | ₹95515 | ← | ₹119315 | — |
| 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 28.39% vs 24.63%)
- Better risk-adjusted return: Focused Largecap 20 (Sharpe 1.27 vs 1.25)
- Shallower drawdown: Largecap Hybrid (Max DD 22.04% vs 23.58%)
- Lower entry: Focused Largecap 20 (₹95515 vs ₹119315)
Holdings overlap
20 stocks held by both · 95% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFIN
Only in Largecap Hybrid: LIQUIDCASE