Large Mid Hybrid vs Large Mid 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.
Multi-asset core · CAGR 33.0%
Large Mid Hybrid
40 equity stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the LargeMidCap 250.
vs
Multi-asset core · CAGR 34.2%
Large Mid Multi Asset
40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250.
| Metric | Large Mid Hybrid | Large Mid Multi Asset | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 33.02% | → | 34.16% | n/a |
| Sharpe ratio | 1.67 | → | 1.72 | 0.69 |
| Sortino ratio | 1.58 | → | 1.63 | 0.67 |
| Calmar ratio | 1.94 | → | 2.07 | 0.54 |
| Max drawdown | 18.27% | → | 17.60% | -16.92% |
| Volatility | 19.25% | → | 19.13% | 14.15% |
| Net return | 314.49% | → | 332.43% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹2.41L | = | ₹2.41L | n/a |
| Stocks held | 41 | 42 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderate | Moderate | Moderate | |
| Tier | Multi-asset core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: Large Mid Multi Asset (CAGR 34.16% vs 33.02%)
- Better risk-adjusted return: Large Mid Multi Asset (Sharpe 1.72 vs 1.67) (as of 27 Apr 2026)
- Shallower drawdown: Large Mid Multi Asset (Max DD 17.60% vs 18.27%) (as of 27 Apr 2026)
- Lower entry: Large Mid Multi Asset (₹2.41L vs ₹2.41L)
Holdings overlap
41 stocks held by both · 98% overlap by name count
Shared: BHELADANIPOWERADANIGREENADANIENSOLLLOYDSMEBSESUZLONGVT&DTHERMAXMCXHUDCOCOCHINSHIPRADICONATIONALUMADANIENTMAHABANKTORNTPOWERPREMIERENESAILVBLNLCINDIASIEMENSVEDLCGPOWERATGLNESTLEINDBHARATFORGADANIPORTSNAM-INDIAIDEAENRINAUROPHARMAHINDALCONTPCGREENLODHAJSWENERGYTATAPOWERHALGODREJINDPFCLIQUIDCASE
Only in Large Mid Multi Asset: GOLDBEES