Largecap Hybrid
Conservative Nifty 100 sleeve plus 20% debt buffer. Tied for lowest cost on the marketplace.
Risk: Mod High
Universe: Nifty 100 under ₹5,000
Benchmark: Nifty 50
Equity 80 / Debt 20
20 momentum-ranked stocks from Nifty 100 plus 20% LiquidCase debt. Rebalance every 4 weeks. The 5-year backtest produced 200.83% cumulative against the Nifty 50's 59.62%, max drawdown 22.04%, and Sharpe 1.25. The 4W cadence and the debt sleeve combine to make this tied for the cheapest-to-run strategy on the marketplace at 28.22% total 5Y cost (matched exactly by Largecap Multi Asset). Right card for an investor who wants Nifty 100 quality, a debt cushion without gold exposure, and the lowest trading-friction profile available.
Net Return (5Y)
+200.83%
Nifty 50: +59.62%
Alpha vs Nifty 50
+141.21%
Cumulative outperformance
CAGR
+24.63%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 200.83% | 59.62% |
| CAGR | 24.63% | 9.80% |
| Sharpe Ratio | 1.25 | 0.73 |
| Sortino Ratio | 1.25 | 0.70 |
| Calmar Ratio | 1.12 | 0.58 |
| Risk |
| Max Drawdown | -22.04% | -16.92% |
| Volatility (Annualised) | 19.12% | 14.04% |
| Best Week | +7.38% | +6.36% |
| Worst Week | -6.20% | -6.33% |
| Efficiency |
| Win Rate | 58.62% | 57.47% |
| Avg Win | +2.23% | +1.49% |
| Avg Loss | -2.05% | -1.57% |
Configuration
Cost Decomposition
Gross Return
229.04%
Pre-cost
Estimated Cost
28.22%
Tied for lowest on lineup
Net Return
200.83%
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) | 20 equity + Debt
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2022-04-15 | 2022-08-05 | -16.48% | 112 |
| 2022-12-16 | 2023-06-02 | -13.48% | 168 |
| 2021-10-22 | 2022-03-25 | -9.23% | 154 |
| 2023-09-15 | 2023-11-03 | -6.56% | 49 |
| 2024-02-23 | 2024-03-29 | -5.31% | 35 |
Key Insight
Tied for the cheapest-to-run card on the marketplace. The 4-week rebalance cadence and 20 percent debt sleeve combine to produce a 5-year cost ratio of 28.22 percent, exactly matching Largecap Multi Asset and well below the 53 to 67 percent range of the 2W LargeMidCap trio. The trade versus the multi-asset twin: 1.51 percentage points of CAGR (24.63 versus 26.14), a 1.08 percentage point deeper max drawdown (22.04 versus 20.96), and 0.07 lower Sharpe (1.25 versus 1.32). 2025 closed minus 2.9 percent versus the multi-asset twin's plus 0.8 percent, the absence of the gold sleeve made the difference that year. Right card for an investor who wants Nifty 100 quality with a debt cushion but explicitly no commodity exposure, at the cheapest cost on the lineup.
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 229.04 percent minus Cost 28.22 percent equals 200.83 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.