Large Mid Hybrid vs Large Mid 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.
Multi-asset core · CAGR 35.4%
Large Mid Hybrid
40 equity + LIQUIDCASE. 80/20 equity-plus-debt on LargeMidCap 250. CAGR 35.41%. Sharpe 1.67.
vs
Multi-asset core · CAGR 36.5%
Large Mid Multi Asset
40 equity + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on LargeMidCap 250. CAGR 36.50%. Sharpe 1.72.
| Metric | Large Mid Hybrid | Large Mid Multi Asset | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 35.41% | → | 36.50% | 9.80% |
| Sharpe ratio | 1.67 | → | 1.72 | 0.73 |
| Sortino ratio | 1.58 | → | 1.63 | 0.70 |
| Calmar ratio | 1.94 | → | 2.07 | 0.58 |
| Max drawdown | 18.27% | → | 17.60% | -16.92% |
| Volatility | 19.25% | → | 19.13% | 14.04% |
| Net return (5Y) | 355.58% | → | 374.23% | 59.62% |
| Min capital | ₹252195 | → | ₹252032 | — |
| 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 36.50% vs 35.41%)
- Better risk-adjusted return: Large Mid Multi Asset (Sharpe 1.72 vs 1.67)
- Shallower drawdown: Large Mid Multi Asset (Max DD 17.60% vs 18.27%)
- Lower entry: Large Mid Multi Asset (₹252032 vs ₹252195)
Holdings overlap
41 stocks held by both · 98% overlap by name count
Shared: BHELADANIPOWERADANIGREENADANIENSOLLLOYDSMEBSESUZLONGVT&DTHERMAXMCXHUDCOCOCHINSHIPRADICONATIONALUMADANIENTMAHABANKTORNTPOWERPREMIERENESAILVBLNLCINDIASIEMENSVEDLCGPOWERATGLNESTLEINDBHARATFORGADANIPORTSNAM-INDIAIDEAENRINAUROPHARMAHINDALCONTPCGREENLODHAJSWENERGYTATAPOWERHALGODREJINDPFCLIQUIDCASE
Only in Large Mid Multi Asset: GOLDBEES