TotalMarket Hybrid vs Large Mid 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.
Multi-asset core · CAGR 43.0%
TotalMarket Hybrid
50 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 43.03%. Sharpe 1.77.
vs
Multi-asset core · CAGR 35.4%
Large Mid Hybrid
40 equity + LIQUIDCASE. 80/20 equity-plus-debt on LargeMidCap 250. CAGR 35.41%. Sharpe 1.67.
| Metric | TotalMarket Hybrid | Large Mid Hybrid | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 43.03% | ← | 35.41% | 9.80% |
| Sharpe ratio | 1.77 | ← | 1.67 | 0.73 |
| Sortino ratio | 1.69 | ← | 1.58 | 0.70 |
| Calmar ratio | 1.97 | ← | 1.94 | 0.58 |
| Max drawdown | 21.82% | → | 18.27% | -16.92% |
| Volatility | 21.55% | → | 19.25% | 14.04% |
| Net return (5Y) | 499.05% | ← | 355.58% | 59.62% |
| Min capital | ₹291503 | → | ₹252195 | — |
| Stocks held | 48 | 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 43.03% vs 35.41%)
- Better risk-adjusted return: TotalMarket Hybrid (Sharpe 1.77 vs 1.67)
- Shallower drawdown: Large Mid Hybrid (Max DD 18.27% vs 21.82%)
- Lower entry: Large Mid Hybrid (₹252195 vs ₹291503)
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