Largecap Hybrid
20 Largecap + 20% LIQUIDCASE. 80/20 equity-plus-debt on Nifty 100. CAGR 24.63%. Sharpe 1.25.
0.2% on traded value · No AUM fee · No lock-in · Minimum ₹119315 · Capital stays in your own broker
How It Works
- Step 1 | Universe Start from Nifty 100 filtered to stocks priced under ₹5000. Equity sleeve sits inside a multi-asset frame with debt and gold.
- Step 2 | Rank Score every stock in the universe by a momentum composite (price trend over multiple lookbacks, risk-adjusted). The top names by score become the candidate list.
- Step 3 | Select Hold the top 21 equity holdings plus the configured debt and gold sleeves. Equity is equal-weighted within the sleeve; the multi-asset weights are fixed.
- Step 4 | Rebalance Every 4 weeks the model re-runs end-to-end. Names that fall out of the top 21 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Largecap Hybrid vs Nifty 50
Both indexed to 100 on inception. Hover for date-by-date NAV. Range chips to zoom; expand button for full window.
NAV indexed to 100 on inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.
Performance Metrics
| Metric | Largecap Hybrid | Nifty 50 |
|---|---|---|
| CAGR | 24.63% | 9.80% |
| Cumulative Return | 200.83% | 59.62% |
| Sharpe Ratio | 1.25 | 0.73 |
| Max Drawdown | -22.04% | -16.92% |
| Volatility | 19.12% | 14.04% |
Cost Decomposition
What this would have returned
Your amount run through Largecap Hybrid's backtested monthly returns (2021-05-07 to now, after costs). A backtest, not a promise.
Over 61 months of backtested monthly returns, after estimated costs. Past performance is not indicative of future results. See the factsheet.
Worst 5 Drawdowns
| Started | Recovered | Max DD | 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 |
Yearly Returns
Asset class allocation
Sleeve weights are computed from current holdings. Equity rebalances every cycle; debt and gold sleeves rebalance on the same schedule to maintain target weights.
Sector allocation
6 sectors represented in the equity sleeve. Largest concentration: Power & Utilities at 25.8%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.
86 rebalances . 8 sectors touched . 6 live today.
- 2026-05-08 Diversified +14pp added ADANIGREEN, ADANIENT, VBL, SIEMENS, CGPOWER, NESTLEIND, ADANIPORTS, ENRIN, LODHA, HAL, HINDZINC . removed UNIONBANK, COALINDIA, CUMMINSIND, ONGC, SBIN, DMART, JINDALSTEL, TORNTPHARM, TITAN, POWERGRID, TVSMOTOR
- 2026-04-10 Diversified -14pp added ADANIPOWER, UNIONBANK, CUMMINSIND, DMART, ADANIENSOL, TATAPOWER . removed HINDZINC, CGPOWER, MOTHERSON, CANBK, BEL, BANKBARODA
- 2026-01-16 Diversified -14pp added TITAN, COALINDIA, PNB, TORNTPHARM, TATASTEEL, GODREJCP . removed ASIANPAINT, ADANIENSOL, IOC, HCLTECH, RELIANCE, TECHM
- 2025-10-24 Banking & Financial +14pp added SHRIRAMFIN, HINDZINC, BANKBARODA, AXISBANK, SBIN, PNB, IOC . removed CGPOWER, DMART, MOTHERSON, ADANIGREEN, JINDALSTEL, ADANIENT, ADANIPORTS
- 2025-09-26 Power & Utilities +14pp, Diversified -14pp added CGPOWER, MOTHERSON, JSWSTEEL, CANBK, ADANIENSOL, ADANIGREEN, ADANIENT, ADANIPORTS, CHOLAFIN . removed JIOFIN, HINDUNILVR, TORNTPHARM, SBILIFE, HDFCLIFE, ASIANPAINT, BHARTIARTL, ZYDUSLIFE, TITAN
- 2025-08-29 Diversified -19pp, Metals & Mining +14pp added HYUNDAI, DMART, HINDUNILVR, HDFCLIFE, HINDALCO, ASIANPAINT, JINDALSTEL, TATASTEEL, ZYDUSLIFE, TITAN . removed MAXHEALTH, BPCL, AMBUJACEM, CANBK, DLF, HDFCBANK, ADANIPORTS, ICICIBANK, IOC, PNB
- 2025-04-11 Metals & Mining -19pp added HAL, GODREJCP, HDFCLIFE, DMART, ADANIENSOL, BANKBARODA, TATACONSUM, NTPC, BPCL, UNITDSPR . removed HINDALCO, JSWSTEEL, INDIGO, TATASTEEL, JINDALSTEL, WIPRO, CIPLA, VEDL, BEL, NESTLEIND
- 2025-03-14 Diversified -24pp, Metals & Mining +19pp added HINDALCO, SHRIRAMFIN, TATASTEEL, JINDALSTEL, CIPLA, VEDL, BEL, NESTLEIND . removed TATACONSUM, TVSMOTOR, TECHM, EICHERMOT, M&M, INFY, NAUKRI, HCLTECH
- 2025-02-14 Diversified +14pp added BAJAJFINSV, TATACONSUM, TVSMOTOR, CHOLAFIN, EICHERMOT, INDIGO, JSWSTEEL . removed ETERNAL, TORNTPHARM, SUNPHARMA, DRREDDY, TCS, TITAN, CGPOWER
- 2024-11-22 Diversified +14pp added MAXHEALTH, JSWENERGY, HDFCBANK, ICICIBANK, JSWSTEEL, BEL, WIPRO . removed SHRIRAMFIN, TORNTPHARM, INDIGO, NTPC, ICICIGI, TVSMOTOR, INFY
- 2024-08-30 Diversified +10pp added TVSMOTOR, ICICIGI, SUNPHARMA, TECHM, SBILIFE . removed LODHA, ADANIPOWER, INDIGO, JINDALSTEL, BHARTIARTL, PFC
- 2023-09-01 Diversified -11pp added ADANIPOWER, SOLARINDS, JSWENERGY, NTPC, VBL . removed MAXHEALTH, HDFCLIFE, DLF, ICICIGI, NAUKRI
Current Holdings
21 positions as of 2026-05-11 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
20 stocks from the Nifty 100, equal-weighted, plus 20% LiquidCase debt. Rebalance every 4 weeks. No gold sleeve. The clean equity-plus-debt sibling of Largecap Multi Asset on the Nifty 100 universe.
The 5-year backtest produced a cumulative return of 200.83% against the Nifty 50's 59.62%. CAGR 24.63%. Sharpe 1.25. Max drawdown 22.04%.
Same 5-year cost as Largecap Multi Asset at 28.22 percent (the 4-week cadence keeps both at the lowest cost ratio on the lineup). 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). What you save: cleaner regulatory profile (no commodity), one fewer holding to track. 2025 closed minus 2.9 percent versus the multi-asset twin's plus 0.8 percent, the gold sleeve made the difference that year.
For an investor who explicitly does not want gold exposure on a largecap framework, the 80/20 equity-plus-debt structure is the simplest expression on the lineup at ₹1,19,315 minimum.
CAGR 24.63% versus Nifty's 9.80%. Sharpe 1.25. Max drawdown 22.04%. Volatility 19.12%. Min 119315.
Key Takeaways
- Largecap momentum on Nifty 100 with 80/20 equity-plus-debt overlay
- Same 5-year cost as LCMA at 28.22% | lowest on lineup
- CAGR 24.63% with Sharpe 1.25
- Max drawdown 22.04% over 112 days
Frequently Asked Questions
What is the Largecap Hybrid strategy?
What is the minimum investment for Largecap Hybrid?
How does Largecap Hybrid compare to the Nifty 50?
What is the worst drawdown Largecap Hybrid has experienced?
What are the fees on Largecap Hybrid?
Can I exit Largecap Hybrid at any time?
Documents
Last rebalance | 2026-05-08
Full history →vs 2026-05-01 cycle · 11 added · 11 removed · 10 retained
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Run Largecap Hybrid in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹119315. Cancel any time.
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