Focused Largecap 20 vs Large Cap 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.
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 26.1%
Large Cap Multi Asset
20 Largecap + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on Nifty 100. CAGR 26.14%. Sharpe 1.32.
| Metric | Focused Largecap 20 | Large Cap Multi Asset | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 28.39% | ← | 26.14% | 9.80% |
| Sharpe ratio | 1.27 | → | 1.32 | 0.73 |
| Sortino ratio | 1.27 | → | 1.30 | 0.70 |
| Calmar ratio | 1.20 | → | 1.25 | 0.58 |
| Max drawdown | 23.58% | → | 20.96% | -16.92% |
| Volatility | 21.49% | → | 19.00% | 14.04% |
| Net return (5Y) | 249.08% | ← | 219.48% | 59.62% |
| Min capital | ₹95515 | ← | ₹119098 | — |
| Stocks held | 20 | 22 | 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 26.14%)
- Better risk-adjusted return: Large Cap Multi Asset (Sharpe 1.32 vs 1.27)
- Shallower drawdown: Large Cap Multi Asset (Max DD 20.96% vs 23.58%)
- Lower entry: Focused Largecap 20 (₹95515 vs ₹119098)
Holdings overlap
20 stocks held by both · 91% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFIN
Only in Large Cap Multi Asset: LIQUIDCASEGOLDBEES