Large Mid Hybrid
The simpler defensive sibling. 40 stocks plus 20% debt. No gold complexity.
Risk: Moderate
Universe: Nifty LargeMidCap 250 under ₹5,000
Benchmark: Nifty 50
Equity 80 / Debt 20
Same 40-stock momentum sleeve as Large Midcap, with 20% LiquidCase debt as the only buffer. Rebalanced every 2 weeks. The 5-year backtest produced 355.58% cumulative against the Nifty 50's 59.62%, max drawdown 18.27%, and Sharpe 1.67. The 20% debt cushion knocks 13.24 percentage points off the 5-year cost versus the pure-equity twin (53.29% vs 66.53%) and shaves 1.04 points off the deepest drawdown for 4.81 points less CAGR. Right card for an investor who wants the LargeMidCap quality tilt with a simple equity-plus-debt structure and no commodity exposure.
Net Return (5Y)
+355.58%
Nifty 50: +59.62%
Alpha vs Nifty 50
+295.96%
Cumulative outperformance
CAGR
+35.41%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 355.58% | 59.62% |
| CAGR | 35.41% | 9.80% |
| Sharpe Ratio | 1.67 | 0.73 |
| Sortino Ratio | 1.58 | 0.70 |
| Calmar Ratio | 1.94 | 0.58 |
| Risk |
| Max Drawdown | -18.27% | -16.92% |
| Volatility (Annualised) | 19.25% | 14.04% |
| Best Week | +8.09% | +6.36% |
| Worst Week | -7.92% | -6.33% |
| Efficiency |
| Win Rate | 64.37% | 57.47% |
| Avg Win | +2.18% | +1.49% |
| Avg Loss | -2.21% | -1.57% |
Configuration
Universe
Nifty LargeMidCap 250
Cost Decomposition
Gross Return
408.87%
Pre-cost
Estimated Cost
53.29%
Brokerage, STT, taxes
Net Return
355.58%
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) | 40 equity + Debt
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2024-09-27 | 2025-10-10 | -18.27% | 378 |
| 2022-04-15 | 2022-08-05 | -14.19% | 112 |
| 2022-12-23 | 2023-06-02 | -12.83% | 161 |
| 2026-03-06 | 2026-04-10 | -10.29% | 35 |
| 2024-02-23 | 2024-03-29 | -7.98% | 35 |
Key Insight
The clean equity-plus-debt sibling. Same equity sleeve as Large Midcap, same 5-year cost as Large Mid Multi Asset (53.29 percent versus the pure-equity twin's 66.53 percent), but 20 percent of the portfolio in LiquidCase instead of split between debt and gold. The cost saving comes from the debt allocation absorbing 20 percent of the rebalance friction while still letting the equity sleeve compound. Sharpe 1.67 trails the pure-equity twin (Large Midcap 1.69) by 0.02 and the multi-asset twin (LMMA 1.72) by 0.05, the 20 percent LiquidCase sleeve drags returns slightly more than it dampens volatility on this universe. Right card for an investor who wants the LargeMidCap framework with a defensive cushion, no commodity exposure, and one fewer moving part to track.
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 408.87 percent minus Cost 53.29 percent equals 355.58 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.