Large Cap Multi Asset vs Allcap 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 24.0%
Large Cap Multi Asset
20 largecap stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the Nifty 100.
vs
Multi-asset core · CAGR 40.2%
Allcap Multi Asset
50 stocks, 10% debt, 10% gold. The broad-market engine with a cushion.
| Metric | Large Cap Multi Asset | Allcap Multi Asset | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 23.99% | → | 40.19% | n/a |
| Sharpe ratio | 1.32 | → | 1.81 | 0.69 |
| Sortino ratio | 1.30 | → | 1.71 | 0.67 |
| Calmar ratio | 1.25 | → | 2.06 | 0.54 |
| Max drawdown | 20.96% | ← | 21.32% | -16.92% |
| Volatility | 19.00% | ← | 21.41% | 14.15% |
| Net return | 192.00% | → | 438.28% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹1.23L | ← | ₹2.34L | n/a |
| Stocks held | 22 | 52 | 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 40.19% vs 23.99%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.32) (as of 27 Apr 2026)
- Shallower drawdown: Large Cap Multi Asset (Max DD 20.96% vs 21.32%) (as of 27 Apr 2026)
- Lower entry: Large Cap Multi Asset (₹1.23L vs ₹2.34L)
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