Large Cap Multi Asset vs Allcap 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 26.1%
Large Cap Multi Asset
20 Largecap + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on Nifty 100. CAGR 26.14%. Sharpe 1.32.
vs
Multi-asset core · CAGR 43.9%
Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.91%. Sharpe 1.81, highest on the lineup.
| Metric | Large Cap Multi Asset | Allcap Multi Asset | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 26.14% | → | 43.91% | 9.80% |
| Sharpe ratio | 1.32 | → | 1.81 | 0.73 |
| Sortino ratio | 1.30 | → | 1.71 | 0.70 |
| Calmar ratio | 1.25 | → | 2.06 | 0.58 |
| Max drawdown | 20.96% | ← | 21.32% | -16.92% |
| Volatility | 19.00% | ← | 21.41% | 14.04% |
| Net return (5Y) | 219.48% | → | 517.70% | 59.62% |
| Min capital | ₹119098 | ← | ₹291975 | — |
| Stocks held | 22 | 49 | 50 | |
| Rebalance cadence | 4 weeks | 2 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderate | Moderate | |
| Tier | Conservative core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: Allcap Multi Asset (CAGR 43.91% vs 26.14%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.32)
- Shallower drawdown: Large Cap Multi Asset (Max DD 20.96% vs 21.32%)
- Lower entry: Large Cap Multi Asset (₹119098 vs ₹291975)
Holdings overlap
6 stocks held by both · 12% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLVEDLLIQUIDCASEGOLDBEES
Only in Large Cap Multi Asset: ADANIENTVBLSIEMENSCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFIN
Only in Allcap Multi Asset: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNWEBELSOLARANGELONEHFCLLLOYDSMEAPOLLOPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDLLOYDSENGGABDL +23 more