Large Cap Multi Asset

01At a glance

Large Cap Multi Asset in four numbers.

CAGR: 24.36%Model, back tested
Max drawdown: −20.96%Model, back tested
Minimum investment: ₹1.25LAbout ₹1,25,000
Fee per rebalance: 0.2%Of traded value, nothing else

Large Cap Multi Asset, model₹315Nifty 50 TRI, 9.80% CAGR line₹162

150 200 300

₹100 in May 2021 became ₹315 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.

Compare
Against the other 17 strategies, and funds, PMS and AIF.
Compare strategies
Validate the back test
Every year, fall, holding and rebalance, in the factsheet.
Open the factsheet
Invest
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.
Invest in Large Cap Multi Asset

Invest, screen by screen

Watch the walkthrough, 0:46

1Each strategy page shows its model history and the Invest bar with the minimum.
2The sheet opens with the minimum as the amount; Use minimum puts it back.
3Practice follows the strategy with no real broker 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.

03Factsheet

Large Cap Multi Asset factsheet

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

PDF factsheet

Performance

Calendar year returns

2021from May+24.1%
2022+27.8%
2023+52.0%
2024+27.6%
2025+0.8%
2026to May+3.1%

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

What an amount would have become

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

MonthFeb 2025

Below the last peak−18.2%

Back to the peak

Model value, log scaleBelow the last peak

Month on the record

Deepest falls, daily record

Exact dates of the deepest falls

−16.62%15 Apr 2022 to 5 Aug 2022112 days
−12.77%16 Dec 2022 to 2 Jun 2023168 days
−9.08%22 Oct 2021 to 25 Mar 2022154 days
−6.33%15 Sep 2023 to 3 Nov 202349 days
−5.01%23 Feb 2024 to 22 Mar 202428 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 Cap Multi Asset: monthly model returns, percent, after charges
Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
2021	no data	no data	no data	no data	1.8	2.4	4.0	5.7	4.4	3.9	−3.0	3.1	+24.1%
2022	−0.2	−0.5	4.6	6.6	−8.1	−3.6	12.1	5.3	0.0	6.0	3.3	0.9	+27.8%
2023	−5.9	−4.7	0.7	6.1	2.6	9.1	7.2	−0.5	8.2	−3.2	10.1	15.1	+52.0%
2024	10.3	5.4	0.6	2.8	10.1	1.4	4.1	−3.3	1.9	−8.7	1.4	0.3	+27.6%
2025	−5.7	−5.2	4.1	2.2	2.0	1.0	−4.1	−0.6	2.5	5.1	−0.4	0.4	+0.8%
2026	−1.7	8.6	−12.8	13.2	−2.1	no data	no data	no data	no data	no data	no data	no data	+3.1%

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

Rolling returns

Any 1 year, return

Worst: −14.0%
Median: +22.8%
Best: +104.5%
Positive: 88%of 51 windows

Any 3 years, CAGR

Worst: +20.6%
Median: +30.6%
Best: +46.4%
Positive: 100%of 27 windows

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

Holdings and sectors

22 holdings

Equity70%
Debt10%
Gold10%

LIQUIDCASE9.9%Debt
GOLDBEES9.9%Gold
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. Large-cap 20-stock universe spanning metals, power, financials, consumer, and industrials with equal weight.

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
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.

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, 11 held, 22 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 11 held names are in Holdings.

Model, back tested record. In plus held is the list size, which can differ from the 22 stock target. Not recommendations.

Recent rebalances

The latest 6 rebalances: names on the list, names in and names out
Date	On the list	In	Out
8 May 2026	22	+11	−11
1 May 2026	22	0	0
10 Apr 2026	22	+6	−6
3 Apr 2026	22	0	0
13 Mar 2026	22	+4	−4
6 Mar 2026	22	0	0

Every rebalance with its names Rebalance history, CSV

Sector shifts of 10 points or more

21 such shifts in 86 rebalances.

Show the latest six rebalances, what moved

8 May 2026Other, not yet mapped +15 pts, Banking & Financial −10 pts, Energy & Oil & Gas −10 pts
10 Apr 2026Other, not yet mapped −15 pts
13 Mar 2026Other, not yet mapped −10 pts, Power & Utilities +10 pts
13 Feb 2026Banking & Financial +10 pts, Other, not yet mapped −10 pts
16 Jan 2026Other, not yet mapped −15 pts
24 Oct 2025Banking & 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

Risk metrics

Large Cap Multi Asset against the Nifty 50

Risk and efficiency figures, model, back tested, against the Nifty 50
Metric	Large Cap Multi Asset	Nifty 50
Sharpe ratio	1.32	0.73
Sortino ratio	1.30	0.70
Calmar ratio	1.25	0.58
Volatility, a year	19.00%	14.04%
Max drawdown	−20.96%	−16.92%
Best week	+7.41%	+6.36%
Worst week	−6.12%	−6.33%
Weeks up	59.77%	57.47%
Average up week	+2.20%	+1.49%
Average down week	−2.07%	−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: −20.96%
Time horizon: 5 years or longer. Drawdowns of 21% 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
Universe
Start from the Nifty 100, filtered to stocks priced under ₹5,000. The equity sleeve sits inside a multi asset frame with debt and gold.
2
Rank
Score every stock by a risk adjusted momentum composite over several look backs.
3
Select
Hold the top 22 equity names plus the fixed debt and gold sleeve. Equity is equal weighted within its sleeve; the sleeve weights are fixed.
4
Rebalance
Every 4 weeks the model reruns: names out of the top 22 are sold, new entrants bought, and the full list is published.

Configuration

Universe: Nifty 100
Sleeves: Equity 80, debt 10, gold 10
Holdings: 22
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 Large Cap Multi Asset

Hands typing on a laptop in an office, the screen showing the RupeeCase compare view of Allcap against Dynamic Asset Allocator, growth of 100, model — Comparing strategies, sample data

Largecap momentum on Nifty 100 with 80/10/10 multi-asset overlay
Debt and gold sleeves cushion what the equity sleeve takes in full
4-week cadence keeps turnover and cost low
20% less equity than its pure-equity twin, Focused Largecap 20

Read 4 more paragraphs, 151 words

20 stocks from the Nifty 100, equal-weighted, plus 10% LiquidCase debt and 10% GoldBees. Rebalance every 4 weeks. The overlay is the point: debt and gold pull in different directions from equity, so the whole package rides more quietly than the equity sleeve alone.

The equity engine is the same momentum screen the pure-equity cards run, just wrapped. Twenty names from the Nifty 100, equal weight, re-screened every 4 weeks. The wrapper does not slow the engine down. It catches some of what falls off.

The 4-week rebalance is the cost-saver. The gold sleeve is a separate asset that does not move with the equity sleeve.

Against the pure-equity twin Focused Largecap 20, the overlay trades a slice of equity upside for a softer ride. Same stocks, same cadence, 20% less equity exposure. This suits moderately aggressive investors who want the diversification cushion without giving up most of the equity engine.

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: 9.2 timesthe portfolio
Platform fee a year, about: ₹2,3001.8% 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: +247.69%before costs
Estimated costs: −28.22 ptsbrokerage, STT and taxes
Net return: +219.47%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.

Documents

Download and print

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

Steps in this video

Allcap, model history after charges. Model, back tested. Not a promise of future returns.
The Invest bar shows the minimum for this strategy.
Invest opens the sheet with the minimum as the amount.
Type any amount at or above the minimum.
Use minimum puts the minimum back.
Practice is chosen first. It follows the strategy with no real broker order.
Live shows the cash at your broker.
Nothing is sent until you accept the consent text and press Invest now.
Each portfolio shows its mode, broker and status at the top.

04Questions

Before you
commit capital.

What is the Large Cap Multi Asset strategy?

20 largecap stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the Nifty 100. It selects the top 22 momentum names from Nifty 100 and rebalances every 4 weeks.

What is the minimum investment for Large Cap Multi Asset?

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 Large Cap Multi Asset compare to the Nifty 50?

Large Cap Multi Asset shows a model CAGR of 24.36% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.32. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.

What is the worst drawdown Large Cap Multi Asset has experienced?

20.96% 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 Large Cap Multi Asset?

0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 1.8% 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 9.2 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 ₹2,300 a year, an estimate from the model record, not a promise.

Can I exit Large Cap Multi Asset 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: 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 HighHybrid Largecap Hybrid Nifty 100, 21 stocks, every 4 weeks CAGR, model22.74%Max DD−22.0%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 Large Cap Multi Asset with

Ready when you are

24.36% CAGR, model, back tested. About ₹1.25L to start. Every 4 weeks, you approve each one.

Sign up for RupeeCase Compare head to head

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.

Large Cap Multi Asset Nifty 100 momentum, debt and gold