Large Cap Multi Asset
20 Largecap + LIQUIDCASE + GOLDBEES. 80/10/10 multi-asset on Nifty 100. CAGR 26.14%. Sharpe 1.32.
0.2% on traded value · No AUM fee · No lock-in · Minimum ₹119098 · 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 22 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 22 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Large Cap Multi Asset 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 | Large Cap Multi Asset | Nifty 50 |
|---|---|---|
| CAGR | 26.14% | 9.80% |
| Cumulative Return | 219.48% | 59.62% |
| Sharpe Ratio | 1.32 | 0.73 |
| Max Drawdown | -20.96% | -16.92% |
| Volatility | 19.00% | 14.04% |
Cost Decomposition
What this would have returned
Your amount run through Large Cap Multi Asset'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 | -16.62% | 112 |
| 2022-12-16 | 2023-06-02 | -12.77% | 168 |
| 2021-10-22 | 2022-03-25 | -9.08% | 154 |
| 2023-09-15 | 2023-11-03 | -6.33% | 49 |
| 2024-02-23 | 2024-03-22 | -5.01% | 28 |
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 -18pp, 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 -18pp 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 -23pp, Metals & Mining +18pp 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
- 2023-09-01 Diversified -11pp added ADANIPOWER, SOLARINDS, JSWENERGY, NTPC, VBL . removed MAXHEALTH, HDFCLIFE, DLF, ICICIGI, NAUKRI
- 2023-05-12 Diversified +12pp added IRFC, CHOLAFIN, ETERNAL, INDIGO, DLF, NESTLEIND, INDHOTEL . removed ADANIPORTS, NTPC, MAXHEALTH, CANBK
Current Holdings
22 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 10% LiquidCase debt and 10% GoldBees. Rebalance every 4 weeks. That overlay is why this is the lowest-volatility large-cap card on the lineup at 19.00%, with a worst week of minus 6.12 percent, shallower than the Nifty itself.
The 5-year backtest produced a cumulative return of 219.48% against the Nifty 50's 59.62%. CAGR 26.14%. Sharpe 1.32. Max drawdown 20.96%.
The 4-week rebalance is the cost-saver: cost ratio of 28.22 percent is the cleanest on the lineup, exactly matching Largecap Hybrid. The gold sleeve absorbed the 2024-25 equity drawdown (2025 closed +0.8 percent, positive while the pure-equity Focused Largecap 20 closed -3.5 percent).
Adding the debt + gold overlay versus the pure-equity twin Focused Largecap 20 costs 2.25 percentage points of CAGR (26.14 versus 28.39), but shaves 2.62 percentage points off max drawdown (-20.96 versus -23.58) and adds 0.05 to Sharpe (1.32 versus 1.27). The 'sleep at night' allocation for moderately aggressive investors who want the diversification cushion without giving up most of the equity engine.
CAGR 26.14% versus Nifty's 9.80%. Sharpe 1.32. Max drawdown 20.96%. Volatility 19.00%. Min 119098.
Key Takeaways
- Largecap momentum on Nifty 100 with 80/10/10 multi-asset overlay
- Lowest-volatility large-cap card on the lineup at 19.00%
- CAGR 26.14% with Sharpe 1.32 | cost ratio 28.22%
- 2025 closed positive at +0.8% (gold sleeve dampened the equity drawdown)
Frequently Asked Questions
What is the Large Cap Multi Asset strategy?
What is the minimum investment for Large Cap Multi Asset?
How does Large Cap Multi Asset compare to the Nifty 50?
What is the worst drawdown Large Cap Multi Asset has experienced?
What are the fees on Large Cap Multi Asset?
Can I exit Large Cap Multi Asset at any time?
Documents
Last rebalance | 2026-05-08
Full history →vs 2026-05-01 cycle · 11 added · 11 removed · 11 retained
Get notified when Large Cap Multi Asset rebalances
Free email alert on the morning of every rebalance with the IN / OUT names and rationale. Unsubscribe with one click.
Walk the risk band
Large Cap Multi Asset sits in the Moderately High bucket. Take one step in either direction:
Compare Large Cap Multi Asset with
3 pre-built head-to-head comparisons with metrics, holdings overlap, and trade-off summary.
Learn the mechanics behind Large Cap Multi Asset
4 modules from the RupeeCase Learn library cover the concepts inside this strategy. Free, no sign-up.
Hear it on The Tanmay Edge
India's pre-market edge. Daily institutional positioning, options flows, and the levels that matter. Free, on every major podcast platform.
Run Large Cap Multi Asset in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹119098. Cancel any time.
3 modules to read before you commit capital.
Each strategy has rules. These are the rules. Free, hand-written, and applicable to other systematic strategies too.
Browse all 70 modules →