Allcap Multi Asset
Highest Sharpe in the marketplace. 50 stocks + debt + gold. Fortnightly rebalance.
Risk: Moderate
Universe: Nifty Total Market under ₹5,000
Benchmark: Nifty 50
Equity 80 / Debt 10 / Gold 10
Take the same 50-stock Nifty Total Market momentum sleeve as the Allcap card and layer 10% LiquidCase debt and 10% GoldBees on top. Rebalance every 2 weeks. The 5-year backtest produced 517.70% cumulative against the Nifty 50's 59.62%, the highest Sharpe of any strategy in the marketplace at 1.81, and the shallowest max drawdown at 21.32%. You give up 4.55 percentage points of CAGR versus pure-equity Allcap for a 22% faster drawdown recovery and a smoother distribution.
Net Return (5Y)
+517.70%
Nifty 50: +59.62%
Alpha vs Nifty 50
+458.08%
Cumulative outperformance
CAGR
+43.91%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 517.70% | 59.62% |
| CAGR | 43.91% | 9.80% |
| Sharpe Ratio | 1.81 | 0.73 |
| Sortino Ratio | 1.71 | 0.70 |
| Calmar Ratio | 2.06 | 0.58 |
| Risk |
| Max Drawdown | -21.32% | -16.92% |
| Volatility (Annualised) | 21.41% | 14.04% |
| Best Week | +8.11% | +6.36% |
| Worst Week | -10.37% | -6.33% |
| Efficiency |
| Win Rate | 63.60% | 57.47% |
| Avg Win | +2.48% | +1.49% |
| Avg Loss | -2.29% | -1.57% |
Configuration
Universe
Nifty Total Market
Sleeves
Eq 80 / Debt 10 / Gold 10
Cost Decomposition
Gross Return
602.66%
Pre-cost
Estimated Cost
84.96%
Brokerage, STT, taxes
Net Return
517.70%
What investors realise
Year by Year Performance
Monthly Returns Heatmap (5Y)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|
Current Holdings (post 11 May 2026 rebalance)
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2024-12-20 | 2025-12-26 | -21.32% | 371 |
| 2022-01-21 | 2022-08-05 | -15.01% | 196 |
| 2021-08-06 | 2021-10-01 | -10.59% | 56 |
| 2024-02-09 | 2024-03-29 | -10.55% | 49 |
| 2026-03-06 | 2026-04-10 | -9.86% | 35 |
Key Insight
The most risk-adjusted-efficient card on the marketplace. Highest Sharpe (1.81), shallowest max drawdown (21.32 percent), positive 1.08 win-to-loss ratio. The 10/10 debt+gold overlay turned what would otherwise be a 476-day equity-only drawdown into a 371-day recovery (105 days faster). The 4.55 percentage point CAGR you give up versus pure-equity Allcap (43.91 vs 48.46) buys you the better Sharpe, lower volatility, and faster recovery. Right card for an investor who values smoothness.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges (brokerage, STT, taxes) deducted. Net return is computed as Gross 602.66 percent minus Cost 84.96 percent equals 517.70 percent. Past performance is not indicative of future results. RupeeCase platform fee is 0.2 percent on traded value, charged only when trades execute. No subscription, no AUM fee. Market-linked products carry market risk including loss of principal. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.