--- title: "Large Mid Hybrid vs Large Mid Multi Asset | RupeeCase" description: "Large Mid Hybrid vs Large Mid Multi Asset: model CAGR 33.2% against 34.3%, back tested as of 27 Apr 2026, shared holdings and who each suits." source_url: "https://www.rupeecase.com/strategies/compare/large-mid-hybrid-vs-largemid-multi-asset" --- Strategy against strategy # Large Mid Hybrid vs Large Mid Multi Asset Large Mid Hybrid (hybrid, Nifty LargeMidCap 250) against Large Mid Multi Asset (multi asset, Nifty LargeMidCap 250): two model curves on one chart, every risk figure side by side, the holdings they share and who each is written for. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) * **33.2%**Large Mid Hybrid, CAGR * **34.3%**Large Mid Multi Asset, CAGR * **−18.3%**Large Mid Hybrid, deepest fall * **−17.6%**Large Mid Multi Asset, deepest fall Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns. 33.2% against 34.3% a year, and the worst fall of each CAGR and maximum drawdown over each back test window, after charges. Model, back tested, not actual client returns. Source: RupeeCase published model record (lineup.json), monthly. As of 27 Apr 2026. 01Two model curves ## ₹100 in each, May 2021 to Jul 2026. Large Mid Hybrid**₹453**Large Mid Multi Asset**₹471**Nifty 50 TRI, 9.8% CAGR line**₹162** 150 200 300 Both models rebased to 100 at their common first month, log scale, with the Nifty 50 TRI drawn as its 9.8% CAGR line. Model, back tested. As of 27 Apr 2026. After charges. 02Every figure ## 14 rows, side by side. A tick marks the better figure of the two: higher return and ratios, shallower fall, lower volatility, lower entry. The Nifty 50 column is the index over the same window. MetricLarge Mid HybridLarge Mid Multi AssetNifty 50 TRI CAGR33.21%34.33%9.8% Sharpe ratio1.671.720.73 Sortino ratio1.581.630.70 Calmar ratio1.942.070.58 Max drawdown−18.27%−17.60%−16.92% Volatility, a year19.25%19.13%14.04% Net return, cumulative+309.50%+327.42%+59.62% Back test windowrolling 5 yearsrolling 5 years Minimum capitalAbout ₹2,49,000About ₹2,49,000 Stocks held414250 RebalanceEvery 2 weeksEvery 2 weeks UniverseNifty LargeMidCap 250Nifty LargeMidCap 250Nifty 50 Risk bandModerateModerate TierMulti asset coreMulti asset core How far each model fell from its last high Fall from the previous model high at each month end; 0% means a new high. Lowest: Large Mid Hybrid −17.7% at Feb 2025; Large Mid Multi Asset −16.9% at Feb 2025. Monthly points, so the daily low was deeper. Model, back tested, not actual client returns. Source: RupeeCase published model record (lineup.json), monthly. As of 31 Jul 2026. Large Mid Hybrid, model return by calendar year 2021 starts at the back test start; 2026 runs to 27 Apr 2026. After charges. Model, back tested, not actual client returns. Source: RupeeCase published strategy record (strategies.json). As of 27 Apr 2026.Large Mid Multi Asset, model return by calendar year 2021 starts at the back test start; 2026 runs to 27 Apr 2026. After charges. Model, back tested, not actual client returns. Source: RupeeCase published strategy record (strategies.json). As of 27 Apr 2026. CAGR, Sharpe and max drawdown: Model, back tested. As of 27 Apr 2026. Sortino, Calmar, volatility and net return: model, back tested over each strategy's own window, to 27 Apr 2026. Minimum capital as of 8 Aug 2026. Not a promise of future returns. 03Holdings overlap ## 41 names in both lists. 41 of the 41 names in Large Mid Hybrid also sit in Large Mid Multi Asset (42 names): 98% of the larger list. Lists as of 11 May 2026 and 11 May 2026. ### Held by both41 * LIQUIDCASE * ADANIPOWER * SUZLON * COCHINSHIP * ADANIENT * MAHABANK * SAIL * VBL * IDEA * NTPCGREEN * BHEL * HUDCO * NATIONALUM * PREMIERENE * NLCINDIA * VEDL * ATGL * TATAPOWER * HAL * THERMAX * TORNTPOWER * AUROPHARMA * JSWENERGY * GVT&D * +17 more ### Only in Large Mid Hybrid0 ### Only in Large Mid Multi Asset1 * GOLDBEES Large Mid Hybrid: Not mapped yet is 30% of the names Top sectors of the 40 equity names on the latest list (11 May 2026), equal weight. ETF sleeves left out. Model, back tested, not actual client returns. Source: RupeeCase published lists and ticker sector map. As of 11 May 2026.Large Mid Multi Asset: Not mapped yet is 30% of the names Top sectors of the 40 equity names on the latest list (11 May 2026), equal weight. ETF sleeves left out. Model, back tested, not actual client returns. Source: RupeeCase published lists and ticker sector map. As of 11 May 2026. Model portfolios on the published lists; tickers are not recommendations. Holding both means the shared names carry weight twice. 04The trade off ## Who each is written for. * **Higher model growth:** Large Mid Multi Asset (34.33% against 33.21%) * **Better risk adjusted return:** Large Mid Multi Asset (Sharpe 1.72 against Sharpe 1.67) * **Shallower deepest fall:** Large Mid Multi Asset (17.60% against 18.27%) * **Lower entry:** level (₹2,49,000 each) ### Large Mid Hybrid **Moderate** risk band Written forInvestors who want a balanced equity tilt with a built-in volatility cushion Time horizon5 years or longer. Drawdowns of 18% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here. CapitalAbout ₹2,49,000, one share of every holding at recent prices [Large Mid Hybrid strategy page](/strategies/large-mid-hybrid) ### Large Mid Multi Asset **Moderate** risk band Written forInvestors who want a balanced equity tilt with a built-in volatility cushion Time horizon5 years or longer. Drawdowns of 18% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here. CapitalAbout ₹2,49,000, one share of every holding at recent prices [Large Mid Multi Asset strategy page](/strategies/largemid-multi-asset) A description of each strategy, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. 05Next ## Change the pair, or go deeper. [Pick any two strategies](/compare#pairs) * [Strategy pageLarge Mid HybridFour numbers, the factsheet, Invest](/strategies/large-mid-hybrid) * [Strategy pageLarge Mid Multi AssetFour numbers, the factsheet, Invest](/strategies/largemid-multi-asset) * [FactsheetLarge Mid HybridPrint first, every month and holding](/strategies/factsheets/large-mid-hybrid) * [FactsheetLarge Mid Multi AssetPrint first, every month and holding](/strategies/factsheets/largemid-multi-asset) ### More pairs * [vsAllcap Multi Asset vs Large Mid Multi AssetCAGR 40.5% and 34.3%](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) * [vsTotalMarket Hybrid vs Large Mid HybridCAGR 39.5% and 33.2%](/strategies/compare/totalmarket-hybrid-vs-large-mid-hybrid) 06Questions ## Large Mid Hybrid vs Large Mid Multi Asset, in plain words. ### Which has the higher model CAGR, Large Mid Hybrid or Large Mid Multi Asset? Large Mid Multi Asset: 34.33% against 33.21%, with the Nifty 50 TRI line at 9.8%. Model, back tested. As of 27 Apr 2026. After charges; past performance does not guarantee future returns. ### Which fell less in the back test, Large Mid Hybrid or Large Mid Multi Asset? Large Mid Multi Asset: a deepest model fall of 17.60% against 18.27%. Large Mid Hybrid's deepest daily drawdown ran 378 days from 27 Sep 2024. Large Mid Multi Asset's ran 350 days from 27 Sep 2024. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again. ### Can I hold Large Mid Hybrid and Large Mid Multi Asset together? Yes, each is a separate rules based index in your own demat, and 41 names sit in both lists today, so they carry weight twice. Minimum capital is about ₹2,49,000 and ₹2,49,000; the fee is 0.2% of traded value per rebalance on each. RupeeCase is not an investment adviser; decide your own allocation. Explore next ## Go deeper on both strategies. * [Free module 2.3Risk Metrics That Matter8 min read](/learn/path-2/module-2-3-risk-metrics-that-matter) * [StrategyLarge Mid Hybrid strategyNifty LargeMidCap 250, 41 stocks, every 2 weeks](/strategies/large-mid-hybrid) * [StrategyLarge Mid Multi Asset strategyNifty LargeMidCap 250, 42 stocks, every 2 weeks](/strategies/largemid-multi-asset) * [FactsheetLarge Mid Hybrid factsheetOne page, print ready, model back test](/strategies/factsheets/large-mid-hybrid) * [FactsheetLarge Mid Multi Asset factsheetOne page, print ready, model back test](/strategies/factsheets/largemid-multi-asset) * [Head to headCompare Allcap Multi Asset with Large Mid Multi AssetTwo model curves, every risk figure](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) ## Large Mid Hybrid or Large Mid Multi Asset. Read both, then decide. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[All 18 in one table](/strategies/#sxTable) 0.2% of traded value per rebalance. No AUM fee, no lock in. Model, back tested. As of 27 Apr 2026.