Large Cap Multi Asset
20 largecap stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the Nifty 100.
0.2% on traded value · No AUM fee · No lock-in · Minimum ₹1,23,000 · Capital stays in your own broker
Advanced metricsSharpe, Sortino, volatility, cumulative return and more
Risk metrics as of 27 Apr 2026
How It Works
- Step 1 | Universe Start from Nifty 100 filtered to stocks priced under ₹5,000. 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 | 23.99% | 9.80% |
| Cumulative Return (5Y rolling) | 192.00% | 59.62% |
| Sharpe Ratio | 1.32 | 0.73 |
| Max Drawdown | -20.96% | -16.92% |
| Volatility | 19.00% | 14.04% |
CAGR and cumulative return refresh daily. Sharpe, drawdown, volatility and all benchmark figures are as of 27 Apr 2026.
Cost Decomposition
Figures as of 27 Apr 2026
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. 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. Fewer trades mean less churn than the fortnightly cards, which keeps the cost line above at the light end of the lineup. The gold sleeve is the shock absorber, it tends to hold its ground in the years equity gives back.
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 percent less equity exposure. The sleep-at-night allocation for moderately aggressive investors who want the diversification cushion without giving up most of the equity engine.
The metrics panel above carries every performance number, updated daily.
Key Takeaways
- 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
- The sleep-at-night slot on the lineup
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?
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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
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Walk the risk band
Large Cap Multi Asset sits in the Moderately High bucket. Take one step in either direction:
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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.
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Run Large Cap Multi Asset in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹1,23,000. Cancel any time.
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