TotalMarket Hybrid vs Large Mid 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.
Multi-asset core · CAGR 39.2%
TotalMarket Hybrid
50 stocks, 20% debt, no gold. Fortnightly rotation.
vs
Multi-asset core · CAGR 33.0%
Large Mid Hybrid
40 equity stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the LargeMidCap 250.
| Metric | TotalMarket Hybrid | Large Mid Hybrid | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 39.23% | ← | 33.02% | n/a |
| Sharpe ratio | 1.77 | ← | 1.67 | 0.69 |
| Sortino ratio | 1.69 | ← | 1.58 | 0.67 |
| Calmar ratio | 1.97 | ← | 1.94 | 0.54 |
| Max drawdown | 21.82% | → | 18.27% | -16.92% |
| Volatility | 21.55% | → | 19.25% | 14.15% |
| Net return | 420.33% | ← | 314.49% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹2.34L | ← | ₹2.41L | n/a |
| Stocks held | 51 | 41 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Moderate | Moderate | Moderate | |
| Tier | Multi-asset core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: TotalMarket Hybrid (CAGR 39.23% vs 33.02%)
- Better risk-adjusted return: TotalMarket Hybrid (Sharpe 1.77 vs 1.67) (as of 27 Apr 2026)
- Shallower drawdown: Large Mid Hybrid (Max DD 18.27% vs 21.82%) (as of 27 Apr 2026)
- Lower entry: TotalMarket Hybrid (₹2.34L vs ₹2.41L)
Holdings overlap
10 stocks held by both · 21% overlap by name count
Shared: ADANIPOWERLLOYDSMEADANIGREENNATIONALUMTHERMAXADANIENSOLMCXGVT&DVEDLLIQUIDCASE
Only in TotalMarket Hybrid: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNWEBELSOLARANGELONEHFCLAPOLLOPFOCUSAVANTIFEEDJAYNECOINDLLOYDSENGGABDLAZADTDPOWERSYS +18 more
Only in Large Mid Hybrid: BHELBSESUZLONHUDCOCOCHINSHIPRADICOADANIENTMAHABANKTORNTPOWERPREMIERENESAILVBLNLCINDIASIEMENSCGPOWERATGLNESTLEINDBHARATFORGADANIPORTSNAM-INDIA +11 more