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Hybrid, Nifty 100

Largecap Hybrid Nifty 100 hybrid strategy

Largecap Hybrid is a RupeeCase index that holds 21 names from the Nifty 100, ranked by momentum, with 20% in debt, rebalanced every 4 weeks. Model CAGR 22.7% (back tested, as of 27 Apr 2026), minimum about ₹1,25,000 (as of 8 Aug 2026), moderately high risk band.

20 largecap stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the Nifty 100.

Moderately High risk band

Sign up for RupeeCase Compare Largecap Hybrid

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

01At a glance

What has Largecap Hybrid returned in the back test?

Model, back tested, as of 27 Apr 2026: 22.74% a year since May 2021 after charges, with a deepest fall of −22.04%, against 9.80% for the Nifty 50 TRI line. Not a promise of future returns.

CAGR
22.74%Model, back tested
Max drawdown
−22.04%Model, back tested
Minimum investment
₹1.25LAbout ₹1,25,000
Fee per rebalance
0.2%Of traded value, nothing else
Largecap Hybrid, model₹296Nifty 50 TRI, 9.80% CAGR line₹162
150 200 300

₹100 in May 2021 became ₹296 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale.

How much of Largecap Hybrid is in Power & Utilities?

26% of the equity sleeve on the latest model list (11 May 2026): 5 of 20 names, at rebalance day weights. Metals & Mining is next at 22%. The ETF sleeves sit outside this split. Model portfolio, not a recommendation.

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 Largecap Hybrid

Invest, screen by screen

Watch the walkthrough, 2:36
  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 Largecap Hybrid rebalances. Every 4 weeks. Free, one click to stop.

03Factsheet

Largecap Hybrid factsheet

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

PDF factsheet

Performance

Calendar year returns

  • 2021from May+24.1%
  • 2022+26.8%
  • 2023+51.4%
  • 2024+26.9%
  • 2025−2.9%
  • 2026to May+2.5%

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

What an amount would have become

You put in
₹1,25,000
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−19.3%
Back to the peak 
Model value, log scaleBelow the last peak
Deepest falls, daily record
Exact dates of the deepest falls
  1. −16.48%15 Apr 2022 to 5 Aug 2022112 days
  2. −13.48%16 Dec 2022 to 2 Jun 2023168 days
  3. −9.23%22 Oct 2021 to 25 Mar 2022154 days
  4. −6.56%15 Sep 2023 to 3 Nov 202349 days
  5. −5.31%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

Largecap Hybrid: monthly model returns, percent, after charges
YearJanFebMarAprMayJunJulAugSepOctNovDecYear
2021no datano datano datano data1.62.83.85.84.63.6−3.13.1+24.1%
2022−0.2−1.04.56.7−8.1−3.612.15.30.16.03.00.6+26.8%
2023−6.2−4.50.16.12.79.57.1−0.48.4−3.610.115.1+51.4%
202410.55.40.12.510.31.44.3−3.41.7−9.01.60.3+26.9%
2025−6.2−5.53.82.12.01.1−4.3−1.01.85.0−1.00.0−2.9%
2026−2.57.8−12.413.8−2.1no datano datano datano datano datano datano data+2.5%

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

Rolling returns

Any 1 year, return
Worst
−15.5%
Median
+22.1%
Best
+103.8%
Positive
78%of 51 windows
Any 3 years, CAGR
Worst
+18.6%
Median
+29.4%
Best
+45.6%
Positive
100%of 27 windows

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

Holdings and sectors

21 holdings

  • Equity70%
  • Debt20%
  • LIQUIDCASE19.9%Debt
  • VEDL4.0%
  • ADANIPOWER3.9%
  • TATASTEEL3.9%
  • HAL3.8%
  • HINDZINC3.8%
  • NTPC3.8%
  • SHRIRAMFIN3.8%
  • VBL3.7%
  • TATAPOWER3.7%
  • PFC3.7%
  • NESTLEIND3.6%
  • LODHA3.6%
  • CGPOWER3.5%
  • HINDALCO3.5%
  • ADANIGREEN3.4%
  • ADANIENSOL3.3%
  • SIEMENS2.9%
  • ADANIPORTS2.9%
  • ENRIN2.6%
  • ADANIENT2.1%

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

  • Power & Utilities25.8%
  • Other, not yet mapped24.9%
  • Metals & Mining21.9%
  • Capital Goods11.4%
  • Banking & Financial10.8%
  • FMCG & Consumer5.3%

6 sectors in the equity sleeve; 24.9% not yet in the sector map. Nifty 100 large-cap spread: metals, power, energy, banks, engineering, consumer. Adani group companies sit among the equity holdings at this snapshot.

Sector weight by year

86 rebalances, 8 sectors touched, 6 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 mapped57566274773225
Power & Utilities131610861325
Metals & Mining1144572220
Capital Goods89923415
Banking & Financial446331510
FMCG & Consumer5763265
Energy & Oil & Gas242306out
Pharma & Healthcare011214out

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
86
first in the record
14 May 2021
13 a year
Every 4 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: 11 in, 11 out, 10 held, 21 on the list.

In
  • ADANIGREEN
  • ADANIENT
  • VBL
  • SIEMENS
  • CGPOWER
  • NESTLEIND
  • ADANIPORTS
  • ENRIN
  • LODHA
  • HAL
  • HINDZINC
Out
  • UNIONBANK
  • COALINDIA
  • CUMMINSIND
  • ONGC
  • SBIN
  • DMART
  • JINDALSTEL
  • TORNTPHARM
  • TITAN
  • POWERGRID
  • TVSMOTOR

The 10 held names are in Holdings.

Model, back tested record. In plus held is the list size, which can differ from the 21 stock target. Not recommendations.

Recent rebalances

The latest 6 rebalances: names on the list, names in and names out
DateOn the listInOut
8 May 202621+11−11
1 May 20262100
10 Apr 202621+6−6
3 Apr 20262100
13 Mar 202621+4−4
6 Mar 20262100

Every rebalance with its namesRebalance history, CSV

Sector shifts of 10 points or more

21 such shifts in 86 rebalances.

Show the latest six rebalances, what moved
  1. Other, not yet mapped +15 pts, Banking & Financial −10 pts, Energy & Oil & Gas −10 pts
  2. Other, not yet mapped −15 pts
  3. Other, not yet mapped −10 pts, Power & Utilities +10 pts
  4. Banking & Financial +10 pts, Other, not yet mapped −10 pts
  5. Other, not yet mapped −15 pts
  6. Banking & Financial +15 pts, Other, not yet mapped +10 pts, Power & Utilities −10 pts

Equity sleeve, between two consecutive lists.

Get the next rebalance by email

The names in and out, on the morning Largecap Hybrid rebalances. Every 4 weeks. Free, one click to stop.

Risk metrics

Largecap Hybrid against the Nifty 50

Risk and efficiency figures, model, back tested, against the Nifty 50
MetricLargecap HybridNifty 50
Sharpe ratio1.250.73
Sortino ratio1.250.70
Calmar ratio1.120.58
Volatility, a year19.12%14.04%
Max drawdown−22.04%−16.92%
Best week+7.38%+6.36%
Worst week−6.20%−6.33%
Weeks up58.62%57.47%
Average up week+2.23%+1.49%
Average down week−2.05%−1.57%

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

Risk band

Moderately High, Low to Very High

Deepest model fall
−22.04%
Time horizon
5 years or longer. Drawdowns of 22% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.
Walk the risk band
One step safer (Moderate)Nifty 50 Equal WeightCAGR 16.4%, Sharpe 1.13, max drawdown −15.7%One step bolder (High)MidcapCAGR 38.8%, Sharpe 1.49, max drawdown −24.9%

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 100, 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 21 equity names plus the fixed debt sleeve. Equity is equal weighted within its sleeve; the sleeve weights are fixed.

  4. 4
    Rebalance

    Every 4 weeks the model reruns: names out of the top 21 are sold, new entrants bought, and the full list is published.

Configuration

Universe
Nifty 100
Sleeves
Equity 80, debt 20
Holdings
21
Rebalance
Every 4 weeks, 13 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 growth but read a 25% drawdown as opportunity, not panic

Why Largecap Hybrid

A blue wireframe surface on navy, a lit path descending its slope to the lowest point
Model optimisation, drawn as a surface
  • Largecap momentum on Nifty 100 with an 80/20 equity-plus-debt overlay
  • 4-week cadence keeps turnover and cost at the light end of the lineup
  • A 20% LiquidCase cushion, no gold, no commodity
  • The simplest debt-buffered largecap structure on the lineup
Read 4 more paragraphs, 114 words

20 stocks from the Nifty 100, equal-weighted, plus 20% LiquidCase debt. Rebalance every 4 weeks. No gold sleeve. The equity-plus-debt sibling of Largecap Multi Asset on the Nifty 100 universe.

The debt sleeve is a separate asset from the equity sleeve and does not hedge it.

The trade versus the multi-asset twin is simple: no gold means no inflation hedge and no commodity in the portfolio. Years where gold carries the cushion will show up as a gap between the two cards' figures. Years where gold sits flat will not.

For an investor who explicitly does not want gold exposure on a largecap framework, the 80/20 equity-plus-debt split is the simplest debt-buffered largecap structure.

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
₹1,25,000
Rebalances, year to 8 May 2026
27
Traded, about
9.6 timesthe portfolio
Platform fee a year, about
₹2,4101.9% 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
+229.04%before costs
Estimated costs
−28.22 ptsbrokerage, STT and taxes
Net return
+200.82%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

Watch full screen: Investing: Practice first, then Live
Allcap, model history after charges. Model, back tested. Not a promise of future returns.

Investing: Practice first, then Live

5 chapters, 2:36, with voice and music

  1. Chapter 1The Invest bar0:35
  2. Chapter 2Amount and Use minimum0:36
  3. Chapter 3Practice0:28
  4. Chapter 4Live0:31
  5. Chapter 5Your portfolio0:25
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.
Sample dashboard, figures hidden
A sample portfolio in the RupeeCase dashboard. The figures are hidden here; your own show after you sign up.

Sign up, free

See live portfolios.

A free account opens the terminal. Nothing is charged until a rebalance trades.

  • Your live portfolioValue, holdings and every order from the day you invest, in your own demat.
  • Practice modeFollow a strategy with no broker order before you put money in.
  • Each rebalance before you approve itWhat comes in, what goes out and the cost, then one tap to confirm.
Sign up for RupeeCase How it starts

04Questions

Before you
commit capital.

What is the Largecap Hybrid strategy?

20 largecap stocks plus 20% LiquidCase. 80/20 equity-plus-debt on the Nifty 100. It selects the top 21 momentum names from Nifty 100 and rebalances every 4 weeks.

What is the minimum investment for Largecap Hybrid?

About ₹1,25,000 (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 Largecap Hybrid compare to the Nifty 50?

Largecap Hybrid shows a model CAGR of 22.74% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.25. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.

What is the worst drawdown Largecap Hybrid has experienced?

22.04% peak to trough in the model record. The deepest period ran 112 days, from 15 Apr 2022 to 5 Aug 2022. 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 Largecap Hybrid?

For the 18 retail strategies, 0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 1.9% of capital a year at 0.2% of traded value, from the published rebalance record: 27 rebalances in the year to 8 May 2026, about 9.6 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 ₹1,25,000 that is about ₹2,410 a year, an estimate from the model record, not a promise.

Can I exit Largecap 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.

Explore next

Go deeper on this strategy.

Related reading: the topic SIP in stocks and the guide SIP in stocks: how a stock SIP works, and when a fund SIP is better.

05Same family

Large: Nifty 50 and Nifty 100.

All 18 strategies
Moderately HighMomentum Focused Largecap 20 Nifty 100, 20 stocks, every 4 weeks CAGR, model26.29%Max DD−23.6%From₹1L Moderately HighMulti asset Large Cap Multi Asset Nifty 100, 22 stocks, every 4 weeks CAGR, model24.36%Max DD−21.0%From₹1.25L ModerateEqual weight Nifty 50 Equal Weight Nifty 50, 50 stocks, every 4 weeks CAGR, model16.35%Max DD−15.7%From₹2.49L

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

Compare Largecap Hybrid with

Sources and dates

Model figures are back tested, not actual client returns. Each date is when that source was last checked or published, not today.

Ready when you are

Largecap Hybrid

22.74% CAGR, model, back tested. About ₹1.25L to start. Every 4 weeks, you approve each one.

Sign up for RupeeCase Compare Largecap 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.