Focused Largecap 20 vs Large Cap Multi Asset
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 24.0%
Large Cap Multi Asset
20 largecap stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the Nifty 100.
| Metric | Focused Largecap 20 | Large Cap Multi Asset | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 25.92% | ← | 23.99% | n/a |
| Sharpe ratio | 1.20 | → | 1.32 | 0.69 |
| Sortino ratio | 1.19 | → | 1.30 | 0.67 |
| Calmar ratio | 1.11 | → | 1.25 | 0.54 |
| Max drawdown | 23.56% | → | 20.96% | -16.92% |
| Volatility | 21.22% | → | 19.00% | 14.15% |
| Net return | 215.36% | ← | 192.00% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹99K | ← | ₹1.23L | n/a |
| 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 25.92% vs 23.99%)
- Better risk-adjusted return: Large Cap Multi Asset (Sharpe 1.32 vs 1.20) (as of 13 Jul 2026 / 27 Apr 2026)
- Shallower drawdown: Large Cap Multi Asset (Max DD 20.96% 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 · 91% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFIN
Only in Large Cap Multi Asset: LIQUIDCASEGOLDBEES