Large Cap Multi Asset vs Largecap Hybrid
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
Conservative core · CAGR 24.6%
Largecap Hybrid
20 Largecap + 20% LIQUIDCASE. 80/20 equity-plus-debt on Nifty 100. CAGR 24.63%. Sharpe 1.25.
| Metric | Large Cap Multi Asset | Largecap Hybrid | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 26.14% | ← | 24.63% | 9.80% |
| Sharpe ratio | 1.32 | ← | 1.25 | 0.73 |
| Sortino ratio | 1.30 | ← | 1.25 | 0.70 |
| Calmar ratio | 1.25 | ← | 1.12 | 0.58 |
| Max drawdown | 20.96% | ← | 22.04% | -16.92% |
| Volatility | 19.00% | ← | 19.12% | 14.04% |
| Net return (5Y) | 219.48% | ← | 200.83% | 59.62% |
| Min capital | ₹119098 | ← | ₹119315 | — |
| Stocks held | 22 | 21 | 50 | |
| Rebalance cadence | 4 weeks | 4 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderately High | Moderate | |
| Tier | Conservative core | Conservative core | Index benchmark |
The trade-off
- Higher growth: Large Cap Multi Asset (CAGR 26.14% vs 24.63%)
- Better risk-adjusted return: Large Cap Multi Asset (Sharpe 1.32 vs 1.25)
- Shallower drawdown: Large Cap Multi Asset (Max DD 20.96% vs 22.04%)
- Lower entry: Large Cap Multi Asset (₹119098 vs ₹119315)
Holdings overlap
21 stocks held by both · 95% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFINLIQUIDCASE
Only in Large Cap Multi Asset: GOLDBEES