---
title: "Largecap Hybrid | Nifty 100 Momentum plus Debt | RupeeCase"
description: "20 Nifty 100 momentum stocks with 20% LiquidCase debt, rebalanced every 4 weeks. An 80/20 index you own in your demat, 0.2% of traded value per rebalance."
source_url: "https://www.rupeecase.com/strategies/largecap-hybrid"
---

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](https://invest.rupeecase.com/signup?strategy=largecap-hybrid)
            [Compare Largecap Hybrid](/strategies/compare/focused-largecap-20-vs-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**₹1.25L**About ₹1,25,000

          Fee per rebalance**0.2%**Of traded value, nothing else

          Largecap Hybrid, model**₹296**Nifty 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](/compare)

          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](https://invest.rupeecase.com/signup?strategy=largecap-hybrid)

### Invest, screen by screen

            Watch the walkthrough, 2:36

1.

1Each strategy page shows its model history and the Invest bar with the minimum.
2.

2The sheet opens with the minimum as the amount; Use minimum puts it back.
3.

3Practice follows the strategy with no real broker order.
4.

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.

            03Factsheet

## Largecap Hybrid factsheet

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

            Print
            [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/largecap-hybrid)

          Performance
          Holdings and sectors
          Rebalances
          Risk metrics
          Methodology
          Costs
          Documents

### Performance6 years, 61 months

### 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

                  One time
                  Every month

                Amount, ₹

                  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

                  Month**Feb 2025**

                  Below the last peak**−19.3%**

                  Back to the peak

                  Model value, log scaleBelow the last peak

                Month on the record

                  Deepest falls, daily record
                  **−16.5%**Apr 2022, 112 days to recover
                  **−13.5%**Dec 2022, 168 days to recover
                  **−9.2%**Oct 2021, 154 days to recover
                  **−6.6%**Sep 2023, 49 days to recover

              Exact dates of the deepest falls
1. **−16.48%**15 Apr 2022 to 5 Aug 2022*112 days*
2. **−13.48%**16 Dec 2022 to 2 Jun 2023*168 days*
3. **−9.23%**22 Oct 2021 to 25 Mar 2022*154 days*
4. **−6.56%**15 Sep 2023 to 3 Nov 2023*49 days*
5. **−5.31%**23 Feb 2024 to 29 Mar 2024*35 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

| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 2021 | no data | no data | no data | no data | 1.6 | 2.8 | 3.8 | 5.8 | 4.6 | 3.6 | −3.1 | 3.1 | +24.1% |
| 2022 | −0.2 | −1.0 | 4.5 | 6.7 | −8.1 | −3.6 | 12.1 | 5.3 | 0.1 | 6.0 | 3.0 | 0.6 | +26.8% |
| 2023 | −6.2 | −4.5 | 0.1 | 6.1 | 2.7 | 9.5 | 7.1 | −0.4 | 8.4 | −3.6 | 10.1 | 15.1 | +51.4% |
| 2024 | 10.5 | 5.4 | 0.1 | 2.5 | 10.3 | 1.4 | 4.3 | −3.4 | 1.7 | −9.0 | 1.6 | 0.3 | +26.9% |
| 2025 | −6.2 | −5.5 | 3.8 | 2.1 | 2.0 | 1.1 | −4.3 | −1.0 | 1.8 | 5.0 | −1.0 | 0.0 | −2.9% |
| 2026 | −2.5 | 7.8 | −12.4 | 13.8 | −2.1 | no data | no data | no data | no data | no data | no data | no 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%
Positive78%of 51 windows

##### Any 3 years, CAGR
Worst+18.6%
Median+29.4%
Best+45.6%
Positive100%of 27 windows

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

### Holdings and sectors21 holdings, 6 sectors

### Holdings and sectors

#### 21 holdings

* Equity**70%**
* Debt**20%**

* LIQUIDCASE**19.9%***Debt*
* VEDL**4.0%**
* ADANIPOWER**3.9%**
* TATASTEEL**3.9%**
* HAL**3.8%**
* HINDZINC**3.8%**
* NTPC**3.8%**
* SHRIRAMFIN**3.8%**
* VBL**3.7%**
* TATAPOWER**3.7%**
* PFC**3.7%**
* NESTLEIND**3.6%**
* LODHA**3.6%**
* CGPOWER**3.5%**
* HINDALCO**3.5%**
* ADANIGREEN**3.4%**
* ADANIENSOL**3.3%**
* SIEMENS**2.9%**
* ADANIPORTS**2.9%**
* ENRIN**2.6%**
* ADANIENT**2.1%**

              Live quantities and prices are in the app. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largecap-hybrid)

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

#### Sector allocation

* Power & Utilities**25.8%**
* Other, not yet mapped**24.9%**
* Metals & Mining**21.9%**
* Capital Goods**11.4%**
* Banking & Financial**10.8%**
* FMCG & Consumer**5.3%**

              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
| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Other, not yet mapped | 57 | 56 | 62 | 74 | 77 | 32 | 25 |
| Power & Utilities | 13 | 16 | 10 | 8 | 6 | 13 | 25 |
| Metals & Mining | 11 | 4 | 4 | 5 | 7 | 22 | 20 |
| Capital Goods | 8 | 9 | 9 | 2 | 3 | 4 | 15 |
| Banking & Financial | 4 | 4 | 6 | 3 | 3 | 15 | 10 |
| FMCG & Consumer | 5 | 7 | 6 | 3 | 2 | 6 | 5 |
| Energy & Oil & Gas | 2 | 4 | 2 | 3 | 0 | 6 | out |
| Pharma & Healthcare | 0 | 1 | 1 | 2 | 1 | 4 | out |

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

### Rebalances86 published, latest 8 May 2026

### Rebalances

#### The rebalance record

              published rebalances86
first in the record14 May 2021
13 a yearEvery 4 weeks
latest published8 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

| Date | On the list | In | Out |
| --- | --- | --- | --- |
| 8 May 2026 | 21 | +11 | −11 |
| 1 May 2026 | 21 | 0 | 0 |
| 10 Apr 2026 | 21 | +6 | −6 |
| 3 Apr 2026 | 21 | 0 | 0 |
| 13 Mar 2026 | 21 | +4 | −4 |
| 6 Mar 2026 | 21 | 0 | 0 |

              [Every rebalance with its names](/rebalance/largecap-hybrid/)[Rebalance history, CSV](/data/rebalances/largecap-hybrid.csv)

#### Sector shifts of 10 points or more

              21 such shifts in 86 rebalances.

              Show the latest six rebalances, what moved
1. 8 May 2026Other, not yet mapped **+15 pts**, Banking & Financial **−10 pts**, Energy & Oil & Gas **−10 pts**
2. 10 Apr 2026Other, not yet mapped **−15 pts**
3. 13 Mar 2026Other, not yet mapped **−10 pts**, Power & Utilities **+10 pts**
4. 13 Feb 2026Banking & Financial **+10 pts**, Other, not yet mapped **−10 pts**
5. 16 Jan 2026Other, not yet mapped **−15 pts**
6. 24 Oct 2025Banking & Financial **+15 pts**, Other, not yet mapped **+10 pts**, Power & Utilities **−10 pts**

Equity sleeve, between two consecutive lists.

### Risk metricsSharpe 1.25, volatility 19.12%

### Risk metrics

#### Largecap Hybrid against the Nifty 50

| Metric | Largecap Hybrid | Nifty 50 |
| --- | --- | --- |
| Sharpe ratio | 1.25 | 0.73 |
| Sortino ratio | 1.25 | 0.70 |
| Calmar ratio | 1.12 | 0.58 |
| Volatility, a year | 19.12% | 14.04% |
| Max drawdown | −22.04% | −16.92% |
| Best week | +7.38% | +6.36% |
| Worst week | −6.20% | −6.33% |
| Weeks up | 58.62% | 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 horizon5 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%](/strategies/nifty-50-equal-weight)[One step bolder (High)MidcapCAGR 38.8%, Sharpe 1.49, max drawdown −24.9%](/strategies/midcap)

              Card figures: Model, back tested. As of 27 Apr 2026. [Take the risk profile](/risk-profile) to find your band.

#### Watch the figures explained

### MethodologyEvery 4 weeks

### 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

              UniverseNifty 100
SleevesEquity 80, debt 20
Holdings21
RebalanceEvery 4 weeks, 13 a year
Max stock price₹5,000
BenchmarkNifty 50 (charts: Nifty 50 TRI CAGR line)
Back test from7 May 2021
Metrics windowRolling 5 years
PricesNSE BhavCopy, after brokerage, STT, exchange charges and GST
Written forInvestors who want growth but read a 25% drawdown as opportunity, not panic

#### Why Largecap Hybrid

              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](/technology)

#### Learn the mechanics

* [Modern portfolio theory](/learn/path-4/module-4-1-modern-portfolio-theory)
* [Momentum factor](/learn/path-3/module-3-1-momentum-factor-deep-dive)
* [How back testing works](/learn/path-2/module-2-4-how-backtesting-works)
* [Risk metrics that matter](/learn/path-2/module-2-3-risk-metrics-that-matter)

              Free Learn modules, no sign up.

### Costs0.2% per rebalance

### 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](/fee-calculator) [Pricing](/pricing)

#### A year on the minimum

              Minimum capital₹1,25,000
Rebalances, year to 8 May 202627
Traded, about9.6 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.

### DocumentsPDF, CSV

### Documents

#### Download and print

                * **Print or save as PDF**

                * [PDF factsheet by email](https://www.rupeecase.com/strategies/factsheets/largecap-hybrid)

                * [Rebalance history, CSV86 rebalances, 14 May 2021 to 8 May 2026.](/data/rebalances/largecap-hybrid.csv)

                * [Rebalance history page](/rebalance/largecap-hybrid/)

                * [Plain text (Markdown)](/strategies/largecap-hybrid.md)

                * [Disclaimers](/disclaimers)

        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](/watch/invest-practice-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](/instiv2/media/wt3/invest-practice-live-bar-phone-dark-v3-va2.mp4)
2. [Chapter 2Amount and Use minimum0:36](/instiv2/media/wt3/invest-practice-live-amount-phone-dark-v3-va2.mp4)
3. [Chapter 3Practice0:28](/instiv2/media/wt3/invest-practice-live-practice-phone-dark-v3-va2.mp4)
4. [Chapter 4Live0:31](/instiv2/media/wt3/invest-practice-live-live-phone-dark-v3-va2.mp4)
5. [Chapter 5Your portfolio0:25](/instiv2/media/wt3/invest-practice-live-status-phone-dark-v3-va2.mp4)

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.

      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 portfolio**Value, holdings and every order from the day you invest, in your own demat.

        * **Practice mode**Follow a strategy with no broker order before you put money in.

        * **Each rebalance before you approve it**What comes in, what goes out and the cost, then one tap to confirm.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largecap-hybrid)
        [How it starts](/getting-started)

          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.

* [Free module 6.7Bonds and Fixed Income in India8 min read](/learn/path-6/module-6-7-bonds-fixed-income-india)
* [TierConservative core tier strategies3 strategies grouped by job](/strategies/by-tier/conservative)
* [Blog noteLargecap Hybrid: a buffer is a shock absorber, not a shieldStrategy notes, a short note](/blog/2026-07-06-evening-largecap-hybrid-buffer/)
* [SectorMetals & Mining stocksNSE sector across the 18 index algos](/sectors/metals-mining)
* [StockADANIENSOL, Adani Energy SolutionsOn 12 of 18 latest lists](/stocks/ADANIENSOL)
* [Free module 4.3Rebalancing Strategies9 min read](/learn/path-4/module-4-3-rebalancing-strategies)

    Related reading: the topic [SIP in stocks](/topics/sip-in-stocks/) and the guide [SIP in stocks: how a stock SIP works, and when a fund SIP is better](/guides/sip-in-stocks).

      Community

## Join my WhatsApp group.

      Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me.

      New to RupeeCase? [Getting started](/getting-started) [See the terminal](/terminal)

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)
        [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7)

      [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera

            05Same family

## Large: Nifty 50 and Nifty 100.

          [All 18 strategies](/strategies/#sxPick)

      [Moderately HighMomentum

          Focused Largecap 20
          Nifty 100, 20 stocks, every 4 weeks
          CAGR, model26.29%Max DD−23.6%From₹1L](/strategies/focused-largecap-20)
      [Moderately HighMulti asset

          Large Cap Multi Asset
          Nifty 100, 22 stocks, every 4 weeks
          CAGR, model24.36%Max DD−21.0%From₹1.25L](/strategies/largecap-multi-asset)
      [ModerateEqual weight

          Nifty 50 Equal Weight
          Nifty 50, 50 stocks, every 4 weeks
          CAGR, model16.35%Max DD−15.7%From₹2.49L](/strategies/nifty-50-equal-weight)

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

### Compare Largecap Hybrid with

* [vsFocused Largecap 20](/strategies/compare/focused-largecap-20-vs-largecap-hybrid)
* [vsLarge Cap Multi Asset](/strategies/compare/largecap-multi-asset-vs-largecap-hybrid)

    Sources and dates
* [RupeeCase model figures (CAGR, Sharpe, maximum drawdown)](https://www.rupeecase.com/strategies/) RupeeCase. As of 27 Apr 2026. Model, back tested CAGR, Sharpe and drawdown, not actual client returns.
* [RupeeCase published minimum capital](https://www.rupeecase.com/strategies/) RupeeCase. As of 8 Aug 2026. Minimum capital: one share of every holding at recent prices.
* [RupeeCase published rebalance lists](https://www.rupeecase.com/rebalance/) RupeeCase. Record 14 May 2021 to 3 Jul 2026. Which stocks each index algo held on each rebalance date; counts, turnover and first seen dates.
* [NSE daily bhavcopy, equity prices](https://www.nseindia.com/all-reports) NSE. Record 14 May 2021 to 3 Jul 2026. Share prices behind the back tested model record; the pages use the record from the first to the last published rebalance.
* [Nifty equity indices methodology](https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf) NSE Indices. Undated document. How the Nifty equity indices the strategies refer to are built and rebalanced.
* [SEBI circular, Norms for sharing and usage of price data for educational purposes](https://www.sebi.gov.in/legal/circulars/may-2026/norms-for-sharing-and-usage-of-price-data-for-educational-purposes_101293.html) SEBI. Dated 8 May 2026. Why educational pages here carry no market price or index data from the last 30 days.

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](https://invest.rupeecase.com/signup?strategy=largecap-hybrid)
            [Compare Largecap Hybrid](/strategies/compare/focused-largecap-20-vs-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.
