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Hybrid, Nifty LargeMidCap 250

Large Mid Hybrid Nifty LargeMidCap 250 hybrid strategy

Large Mid Hybrid is a RupeeCase index that holds 41 names from the Nifty LargeMidCap 250, ranked by momentum, with 20% in debt, rebalanced every 2 weeks. Model CAGR 33.2% (back tested, as of 27 Apr 2026), minimum about ₹2,49,000 (as of 8 Aug 2026), moderate risk band.

40 equity stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the LargeMidCap 250.

Moderate risk band

Sign up for RupeeCase Compare Large Mid Hybrid

Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name.

01At a glance

Large Mid Hybrid in four numbers.

CAGR
33.21%Model, back tested
Max drawdown
−18.27%Model, back tested
Minimum investment
₹2.49LAbout ₹2,49,000
Fee per rebalance
0.2%Of traded value, nothing else
Large Mid Hybrid, model₹453Nifty 50 TRI, 9.80% CAGR line₹162
150 200 300

₹100 in May 2021 became ₹453 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale.

02Three steps

Compare. Validate. Invest.

  1. Compare

    Against the other 17 strategies, and funds, PMS and AIF.

    Compare strategies

  2. Validate the back test

    Every year, fall, holding and rebalance, in the factsheet.

    Open the factsheet

  3. Invest

    Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.

    Invest in Large Mid Hybrid

Invest, screen by screen

Watch the walkthrough, 0:46
  1. The RupeeCase app on a phone. Each strategy page shows its model history and the Invest bar with the minimum.
    1Each strategy page shows its model history and the Invest bar with the minimum.
  2. The RupeeCase app on a phone. The sheet opens with the minimum as the amount; Use minimum puts it back.
    2The sheet opens with the minimum as the amount; Use minimum puts it back.
  3. The RupeeCase app on a phone. Practice follows the strategy with no real broker order.
    3Practice follows the strategy with no real broker order.
  4. The RupeeCase app on a phone. Live shows your broker cash and asks for your consent before any order.
    4Live shows your broker cash and asks for your consent before any order.

Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration.

Get the next rebalance by emailThe names in and out, on the morning Large Mid Hybrid rebalances. Every 2 weeks. Free, one click to stop.

03Factsheet

Large Mid Hybrid factsheet

Model, back tested, after charges; each block names its date.

PDF factsheet

Performance

Calendar year returns

  • 2021from May+26.8%
  • 2022+38.1%
  • 2023+59.1%
  • 2024+41.5%
  • 2025+7.4%
  • 2026to May+7.5%

Model, back tested, after charges, 2021 to May 2026.

What an amount would have become

You put in
₹2,49,000
Model value
 
Gain
 

Model, back tested monthly returns after charges, May 2021 to May 2026 (61 months).

Stress test: drag through the falls

MonthFeb 2025
Below the last peak−17.7%
Back to the peak 
Model value, log scaleBelow the last peak
Deepest falls, daily record
Exact dates of the deepest falls
  1. −18.27%27 Sep 2024 to 10 Oct 2025378 days
  2. −14.19%15 Apr 2022 to 5 Aug 2022112 days
  3. −12.83%23 Dec 2022 to 2 Jun 2023161 days
  4. −10.29%6 Mar 2026 to 10 Apr 202635 days
  5. −7.98%23 Feb 2024 to 29 Mar 202435 days

Daily model record over rolling 5 years: peak to low, and days until back at that peak.

Model, back tested. As of 27 Apr 2026. Month end values, May 2021 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again.

Monthly returns

Large Mid Hybrid: monthly model returns, percent, after charges
YearJanFebMarAprMayJunJulAugSepOctNovDecYear
2021no datano datano datano data0.53.56.72.26.10.3−3.28.5+26.8%
20221.2−4.57.93.9−5.5−3.09.44.0−0.86.08.57.2+38.1%
2023−8.6−2.51.57.81.18.46.05.110.9−2.811.311.6+59.1%
20249.44.3−1.06.59.54.24.70.6−0.6−5.61.52.7+41.5%
2025−10.5−6.07.23.56.03.0−4.21.80.74.52.10.5+7.4%
2026−2.46.9−9.813.01.1no datano datano datano datano datano datano data+7.5%

Model, back tested, after charges; one calendar month per cell, in percent.

Rolling returns

Any 1 year, return
Worst
−3.9%
Median
+26.4%
Best
+113.0%
Positive
94%of 51 windows
Any 3 years, CAGR
Worst
+31.9%
Median
+40.2%
Best
+54.5%
Positive
100%of 27 windows

Model, back tested, month end values, May 2021 to Jul 2026.

Holdings and sectors

41 holdings

  • Equity70%
  • Debt20%
  • LIQUIDCASE19.9%Debt
  • ADANIPOWER2.0%
  • SUZLON2.0%
  • COCHINSHIP2.0%
  • ADANIENT2.0%
  • MAHABANK2.0%
  • SAIL2.0%
  • VBL2.0%
  • IDEA2.0%
  • NTPCGREEN2.0%
  • BHEL1.9%
  • HUDCO1.9%
  • NATIONALUM1.9%
  • PREMIERENE1.9%
  • NLCINDIA1.9%
  • VEDL1.9%
  • ATGL1.9%
  • TATAPOWER1.9%
  • HAL1.9%
  • THERMAX1.8%
  • TORNTPOWER1.8%
  • AUROPHARMA1.8%
  • JSWENERGY1.8%
  • GVT&D1.7%
  • CGPOWER1.7%
  • NESTLEIND1.7%
  • NAM-INDIA1.7%
  • HINDALCO1.7%
  • LODHA1.7%
  • GODREJIND1.7%
  • PFC1.7%
  • ADANIGREEN1.6%
  • ADANIENSOL1.6%
  • BHARATFORG1.6%
  • BSE1.5%
  • LLOYDSME1.4%
  • RADICO1.4%
  • SIEMENS1.4%
  • ADANIPORTS1.4%
  • MCX1.3%
  • ENRIN1.2%

Live quantities and prices are in the app. Sign up for RupeeCase

Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation.

Sector allocation

  • Other, not yet mapped30.6%
  • Power & Utilities23.6%
  • Capital Goods13.8%
  • Banking & Financial11.7%
  • Metals & Mining10.7%
  • FMCG & Consumer4.8%
  • Pharma & Healthcare2.6%
  • Auto & Components2.3%

8 sectors in the equity sleeve; 30.6% not yet in the sector map. 40-stock large-midcap universe (same equity as multi-asset twin) with 20% debt instead of 10% debt + 10% gold.

Sector weight by year

170 rebalances, 10 sectors touched, 8 held now.

Show the year by year sector table
Average sector weight of the equity sleeve in each year, percent, and the weight on the latest published list
Sector202120222023202420252026Now
Other, not yet mapped74706972763430
Power & Utilities8108641023
Capital Goods46555615
Banking & Financial4610691913
Metals & Mining732531610
FMCG & Consumer2321135
Pharma & Healthcare0022143
Auto & Components0011153
Energy & Oil & Gas121103out
Realty & Construction100100out

Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 8 May 2026.

Rebalances

The rebalance record

published rebalances
170
first in the record
14 May 2021
26 a year
Every 2 weeks
latest published
8 May 2026

A fixed calendar; you approve each rebalance before your broker places the orders.

Latest rebalance, 8 May 2026

Against the list of 1 May 2026: 15 in, 15 out, 26 held, 41 on the list.

In
  • HUDCO
  • COCHINSHIP
  • ADANIENT
  • TORNTPOWER
  • VBL
  • ATGL
  • NESTLEIND
  • ADANIPORTS
  • IDEA
  • ENRIN
  • LODHA
  • JSWENERGY
  • TATAPOWER
  • HAL
  • GODREJIND
Out
  • DMART
  • NIACL
  • SHRIRAMFIN
  • LAURUSLABS
  • FEDERALBNK
  • TATASTEEL
  • OBEROIRLTY
  • HINDZINC
  • JINDALSTEL
  • UNIONBANK
  • AUBANK
  • TITAN
  • INDIANB
  • NMDC
  • TATAINVEST

The 26 held names are in Holdings.

Model, back tested record. In plus held is the list size, which can differ from the 41 stock target. Not recommendations.

Recent rebalances

The latest 6 rebalances: names on the list, names in and names out
DateOn the listInOut
8 May 202641+15−15
1 May 20264100
24 Apr 202641+14−14
17 Apr 20264100
10 Apr 202641+7−7
3 Apr 20264100

Every rebalance with its namesRebalance history, CSV

Sector shifts of 10 points or more

6 such shifts in 170 rebalances.

Show the latest six rebalances, what moved
  1. Other, not yet mapped +30 pts, Banking & Financial −17 pts, Metals & Mining −10 pts
  2. Other, not yet mapped −10 pts
  3. Other, not yet mapped −15 pts
  4. Other, not yet mapped −12 pts
  5. Other, not yet mapped −12 pts
  6. Other, not yet mapped −10 pts

Equity sleeve, between two consecutive lists.

Get the next rebalance by email

The names in and out, on the morning Large Mid Hybrid rebalances. Every 2 weeks. Free, one click to stop.

Risk metrics

Large Mid Hybrid against the Nifty 50

Risk and efficiency figures, model, back tested, against the Nifty 50
MetricLarge Mid HybridNifty 50
Sharpe ratio1.670.73
Sortino ratio1.580.70
Calmar ratio1.940.58
Volatility, a year19.25%14.04%
Max drawdown−18.27%−16.92%
Best week+8.09%+6.36%
Worst week−7.92%−6.33%
Weeks up64.37%57.47%
Average up week+2.18%+1.49%
Average down week−2.21%−1.57%

Model, back tested, after charges. Weekly, rolling 5 years to 27 Apr 2026; Nifty 50 over the same window.

Risk band

Moderate, Low to Very High

Deepest model fall
−18.27%
Time horizon
5 years or longer. Drawdowns of 18% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.
Walk the risk band

Already at the conservative end of the lineup.

One step bolder (Moderately High)Large MidcapCAGR 37.8%, Sharpe 1.69, max drawdown −19.3%

Card figures: Model, back tested. As of 27 Apr 2026. Take the risk profile to find your band.

Watch the figures explained

Methodology

How it works

  1. 1
    Universe

    Start from the Nifty LargeMidCap 250, filtered to stocks priced under ₹5,000. The equity sleeve sits inside a multi asset frame with debt.

  2. 2
    Rank

    Score every stock by a risk adjusted momentum composite over several look backs.

  3. 3
    Select

    Hold the top 41 equity names plus the fixed debt sleeve. Equity is equal weighted within its sleeve; the sleeve weights are fixed.

  4. 4
    Rebalance

    Every 2 weeks the model reruns: names out of the top 41 are sold, new entrants bought, and the full list is published.

Configuration

Universe
Nifty LargeMidCap 250
Sleeves
Equity 80, debt 20
Holdings
41
Rebalance
Every 2 weeks, 26 a year
Max stock price
₹5,000
Benchmark
Nifty 50 (charts: Nifty 50 TRI CAGR line)
Back test from
7 May 2021
Metrics window
Rolling 5 years
Prices
NSE BhavCopy, after brokerage, STT, exchange charges and GST
Written for
Investors who want a balanced equity tilt with a built-in volatility cushion

Why Large Mid Hybrid

A bright family office meeting room with the RupeeCase Allcap strategy on the wall screen
A strategy on the meeting room screen, sample data
  • LargeMidCap 250 momentum with an 80/20 equity-plus-debt overlay
  • A 20% LiquidCase cushion, no gold complexity
  • Same equity engine as the multi-asset twin, one fewer moving part
  • The same LargeMidCap 250 universe, the commodity dropped
Read 4 more paragraphs, 124 words

The simpler equity-plus-debt sibling of Large Mid Multi Asset. Same 40-stock equity sleeve, same LargeMidCap 250 universe, same 2-week rebalance, but the 10% gold sleeve is folded into debt for a 20% LiquidCase cushion.

The equity engine is identical to the multi-asset twin. The difference is what the cushion is made of: all debt, no gold. Debt earns steadily in every regime and hedges nothing. Gold hedges some regimes and earns nothing in others. This card picks the first trade.

What you save: a simpler profile with no commodity holding, and one fewer position to track.

This is for an investor who explicitly does not want gold exposure. The structural ride is similar to the multi-asset twin and the LargeMidCap 250 universe is preserved.

A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.

How the rule was built

Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box.

The engine and the audit trail

Learn the mechanics

Free Learn modules, no sign up.

Costs

One fee per rebalance

0.2%of traded value, charged only when a rebalance trades

No subscription, AUM or performance fee; broker charges are separate. Fee calculator Pricing

A year on the minimum

Minimum capital
₹2,49,000
Rebalances, year to 8 May 2026
53
Traded, about
12.9 timesthe portfolio
Platform fee a year, about
₹6,4102.6% of capital

Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded.

Costs inside the back test

Gross return
+408.87%before costs
Estimated costs
−53.29 ptsbrokerage, STT and taxes
Net return
+355.58%after costs
Nifty 50, same window
+59.62%cumulative

Model, back tested, cumulative, rolling 5 years to 27 Apr 2026. Net is gross minus estimated costs.

RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost.

Invest, the walkthrough

Allcap, model history after charges. Model, back tested. Not a promise of future returns.

Investing: Practice first, then Live

5 chapters, 0:46, no sound

  1. Chapter 1The Invest bar0:08
  2. Chapter 2Amount and Use minimum0:13
  3. Chapter 3Practice0:06
  4. Chapter 4Live0:14
  5. Chapter 5Your portfolio0:05
Steps in this video
  1. Allcap, model history after charges. Model, back tested. Not a promise of future returns.
  2. The Invest bar shows the minimum for this strategy.
  3. Invest opens the sheet with the minimum as the amount.
  4. Type any amount at or above the minimum.
  5. Use minimum puts the minimum back.
  6. Practice is chosen first. It follows the strategy with no real broker order.
  7. Live shows the cash at your broker.
  8. Nothing is sent until you accept the consent text and press Invest now.
  9. Each portfolio shows its mode, broker and status at the top.

04Questions

Before you
commit capital.

What is the Large Mid Hybrid strategy?

40 equity stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the LargeMidCap 250. It selects the top 41 momentum names from Nifty LargeMidCap 250 and rebalances every 2 weeks.

What is the minimum investment for Large Mid Hybrid?

About ₹2,49,000 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings.

How does Large Mid Hybrid compare to the Nifty 50?

Large Mid Hybrid shows a model CAGR of 33.21% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.67. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.

What is the worst drawdown Large Mid Hybrid has experienced?

18.27% peak to trough in the model record. The deepest period ran 378 days, from 27 Sep 2024 to 10 Oct 2025. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.

What are the fees on Large Mid Hybrid?

0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 2.6% of capital a year at 0.2% of traded value, from the published rebalance record: 53 rebalances in the year to 8 May 2026, about 12.9 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹2,49,000 that is about ₹6,410 a year, an estimate from the model record, not a promise.

Can I exit Large Mid Hybrid at any time?

Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.

05Same family

Large and mid: Nifty LargeMidCap 250, Alpha 50.

All 18 strategies
Moderately HighMomentum Large Midcap Nifty LargeMidCap 250, 40 stocks, every 2 weeks CAGR, model37.83%Max DD−19.3%From₹1.99L ModerateMulti asset Large Mid Multi Asset Nifty LargeMidCap 250, 42 stocks, every 2 weeks CAGR, model34.33%Max DD−17.6%From₹2.49L Very HighMomentum 5Paisa Focused Alpha 5 Nifty Alpha 50, 5 stocks, every 3 weeks CAGR, model54.08%Max DD−24.2%From₹22K

CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.

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Ready when you are

Large Mid Hybrid

33.21% CAGR, model, back tested. About ₹2.49L to start. Every 2 weeks, you approve each one.

Sign up for RupeeCase Compare Large Mid Hybrid

0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.