Large Cap Multi Asset vs Largecap Hybrid
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
Conservative core · CAGR 22.4%
Largecap Hybrid
20 largecap stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the Nifty 100.
| Metric | Large Cap Multi Asset | Largecap Hybrid | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 23.99% | ← | 22.42% | n/a |
| Sharpe ratio | 1.32 | ← | 1.25 | 0.69 |
| Sortino ratio | 1.30 | ← | 1.25 | 0.67 |
| Calmar ratio | 1.25 | ← | 1.12 | 0.54 |
| Max drawdown | 20.96% | ← | 22.04% | -16.92% |
| Volatility | 19.00% | ← | 19.12% | 14.15% |
| Net return | 192.00% | ← | 174.00% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹1.23L | = | ₹1.23L | n/a |
| 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 23.99% vs 22.42%)
- Better risk-adjusted return: Large Cap Multi Asset (Sharpe 1.32 vs 1.25) (as of 27 Apr 2026)
- Shallower drawdown: Large Cap Multi Asset (Max DD 20.96% vs 22.04%) (as of 27 Apr 2026)
- Lower entry: Largecap Hybrid (₹1.23L vs ₹1.23L)
Holdings overlap
21 stocks held by both · 95% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLADANIENTVBLSIEMENSVEDLCGPOWERNESTLEINDADANIPORTSENRINHINDALCOLODHATATAPOWERHALPFCHINDZINCTATASTEELNTPCSHRIRAMFINLIQUIDCASE
Only in Large Cap Multi Asset: GOLDBEES