EQUITY

Large Mid Multi Asset

40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250.

Updated 28 Jul 2026 Rebalances 2 weeks Next: 3 Aug 2026

Start with Large Mid Multi Asset → View factsheet Rebalance history

0.2% on traded value · No AUM fee · No lock-in · Minimum ₹2,41,000 · Capital stays in your own broker

Return (CAGR)

34.16%

Risk (Max Drawdown)

-17.60%

Min Capital

₹2,41,000

Advanced metricsSharpe, Sortino, volatility, cumulative return and more

Sharpe Ratio

1.72

Sortino Ratio

1.63

Calmar Ratio

2.07

Volatility (annualised)

19.13%

Cumulative return (5Y rolling)

332.43%

Cumulative alpha vs Nifty 50 (5Y rolling)

279.85%

Risk metrics as of 27 Apr 2026

How It Works

Step 1 | Universe Start from Nifty LargeMidCap 250 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 42 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 2 weeks the model re-runs end-to-end. Names that fall out of the top 42 are sold; new entrants are bought. You see the full holdings list at every rebalance.

Who This Is For

Suitable for

investors who want a balanced equity tilt with a built-in volatility cushion

Suggested allocation

core equity allocation, 30 to 60 percent of total equity bucket

Time horizon

5 years or longer. Drawdowns of 18% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

Capital required

₹2,41,000 minimum. This buys roughly one share of every holding at current prices. Investing more buys fractions of additional units and tightens the model's expected behaviour.

Strategy Configuration

Universe

Nifty LargeMidCap 250

Holdings

42 stocks

Rebalance

2 weeks

Risk Level

Moderate

Benchmark

Nifty 50

Max Stock Price

₹5,000

Live NAV | Backtested 2021 onwards

Large Mid 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 Mid Multi Asset	Nifty 50
CAGR	34.16%	9.80%
Cumulative Return (5Y rolling)	332.43%	59.62%
Sharpe Ratio	1.72	0.73
Max Drawdown	-17.60%	-16.92%
Volatility	19.13%	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

Gross Return

427.52%

Total Cost

53.29%

Net Return

374.23%

What this would have returned

Your amount run through Large Mid Multi Asset's backtested monthly returns (2021-05-07 to now, after costs). A backtest, not a promise.

Invest ₹ per month

You put in

₹0

Backtested value

₹0

Gain

₹0

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)
2024-09-27	2025-09-12	-17.60%	350
2022-04-15	2022-08-05	-14.34%	112
2022-12-23	2023-05-26	-12.21%	154
2026-03-06	2026-04-10	-11.22%	35
2024-02-23	2024-03-29	-7.71%	35

Yearly Returns

2021

+26.8%

2022

+39.2%

2023

+59.6%

2024

+41.9%

2025

+10.1%

2026

+7.8%

Asset class allocation

Equity 80.1% 40 momentum-ranked stocks, rebalanced 2 weeks

Debt 10.0% LiquidCase | overnight liquid debt ETF | par-value drawdown buffer

Gold 9.9% GoldBees | physical gold ETF | inflation + INR weakness hedge

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

8 sectors represented in the equity sleeve. Largest concentration: Diversified at 30.6%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.

Diversified 30.6%

Power & Utilities 23.7%

Capital Goods 13.9%

Banking & Financial 11.7%

Metals & Mining 10.6%

FMCG & Consumer 4.7%

Pharma & Healthcare 2.6%

Auto & Components 2.3%

Sector rotation

170 rebalances . 10 sectors touched . 8 live today.

Darker cell . higher weight . blank . sector not held

Diversified

33%

Power & Utilities

21%

Capital Goods

14%

Banking & Financial

12%

Metals & Mining

10%

FMCG & Consumer

Auto & Components

Pharma & Healthcare

Energy & Oil & Gas

out

Realty & Construction

out

202120222023202420252026

Equal weighted at the stock level . source rebalance CSV . sector map curated against NSE listings . 2 sectors previously held now exited

Latest move . 2026-05-01 to 2026-05-08

Diversified +29ppCapital Goods +5pp

tickers added: HUDCO COCHINSHIP ADANIENT TORNTPOWER VBL ATGL NESTLEIND ADANIPORTS IDEA ENRIN LODHA JSWENERGY TATAPOWER HAL GODREJIND

Out

Realty & Construction out (was 2%)Metals & Mining -10ppBanking & Financial -17ppFMCG & Consumer -2ppPharma & Healthcare -2pp

tickers removed: DMART NIACL SHRIRAMFIN LAURUSLABS FEDERALBNK TATASTEEL OBEROIRLTY HINDZINC JINDALSTEL UNIONBANK AUBANK TITAN INDIANB NMDC TATAINVEST

Rotation events . shifts 10pp or more

2026-05-08 Diversified +29pp, Banking & Financial -17pp added HUDCO, COCHINSHIP, ADANIENT, TORNTPOWER, VBL, ATGL, NESTLEIND, ADANIPORTS, IDEA, ENRIN, LODHA, JSWENERGY, TATAPOWER, HAL, GODREJIND . removed DMART, NIACL, SHRIRAMFIN, LAURUSLABS, FEDERALBNK, TATASTEEL, OBEROIRLTY, HINDZINC, JINDALSTEL, UNIONBANK, AUBANK, TITAN, INDIANB, NMDC, TATAINVEST
2026-04-10 Diversified -14pp added LLOYDSME, MCX, WAAREEENER, DMART, LAURUSLABS, NLCINDIA, BSE . removed ASTRAL, AJANTPHARM, CGPOWER, IPCALAB, SUNPHARMA, TATAPOWER, IDEA
2026-03-27 Diversified -12pp added AUROPHARMA, PREMIERENE, ADANIPOWER, IPCALAB, SUNPHARMA, TATAPOWER, PFC, ADANIENSOL, THERMAX, OIL . removed HINDZINC, M&MFIN, MOTHERSON, CANBK, BEL, LTF, TORNTPOWER, INDUSTOWER, KEI, TVSMOTOR
2026-02-13 Diversified -12pp added JINDALSTEL, WAAREEENER, SONACOMS, PFC, ONGC, JSWSTEEL, IOC, MOTHERSON, CUMMINSIND, NTPC . removed BANKBARODA, TECHM, COALINDIA, IDFCFIRSTB, TVSMOTOR, TITAN, SUNDARMFIN, HCLTECH, PAYTM, SBILIFE

Current Holdings

42 positions as of 2026-05-11 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.

BHEL

1.9%

ADANIPOWER

2.0%

ADANIGREEN

1.6%

ADANIENSOL

1.6%

LLOYDSME

1.4%

BSE

1.5%

SUZLON

2.0%

GVT&D

1.7%

THERMAX

1.8%

MCX

1.3%

HUDCO

1.9%

COCHINSHIP

2.0%

RADICO

1.4%

NATIONALUM

1.9%

ADANIENT

2.0%

MAHABANK

2.0%

TORNTPOWER

1.7%

PREMIERENE

1.9%

SAIL

1.9%

VBL

1.9%

NLCINDIA

1.9%

SIEMENS

1.4%

VEDL

1.9%

CGPOWER

1.7%

ATGL

1.9%

NESTLEIND

1.7%

BHARATFORG

1.6%

ADANIPORTS

1.4%

NAM-INDIA

1.7%

IDEA

2.0%

ENRIN

1.2%

AUROPHARMA

1.8%

HINDALCO

1.7%

NTPCGREEN

2.0%

LODHA

1.7%

JSWENERGY

1.8%

TATAPOWER

2.0%

HAL

1.8%

GODREJIND

1.7%

PFC

1.7%

LIQUIDCASE

Debt

10.0%

GOLDBEES

Gold

9.9%

Want live quantities, prices, and book values? View live in the platform →

Why This Strategy

Same overlay as Allcap Multi Asset (Eq 80 / Debt 10 / Gold 10), but on the LargeMidCap 250 universe instead of the Nifty Total Market. Drawdown control is the design brief.

The narrower, quality-tilted equity universe trades some of the broad-market engine for steadier underlying names, and the debt and gold sleeves take the edge off whatever equity drawdowns remain. Two layers of cushioning on one card.

When equity regimes turn hostile, this card is built to give back less than its pure-equity twin. The sleeves cannot cancel a drawdown. They shrink it.

The lived experience of this card is the LargeMidCap quality tilt absorbing regime stress while the debt and gold sleeves earn quietly alongside. The drawdown record above shows the current version of that story.

For an investor who wants the LargeMidCap quality tilt with debt and gold sleeves for drawdown control, 40 stocks rotated every 2 weeks is the cleanest expression. Sized as the core sleeve of a moderate-risk portfolio.

Every performance claim this card could make already sits in the panel above, updated daily.

Key Takeaways

LargeMidCap 250 momentum with an 80/10/10 multi-asset overlay
Two cushions: a quality-tilted universe plus debt and gold sleeves
Designed for drawdown control first, momentum capture second
The core sleeve of a moderate-risk portfolio

Frequently Asked Questions

What is the Large Mid Multi Asset strategy?

40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250. It selects the top 42 momentum names from Nifty LargeMidCap 250 and rebalances every 2 weeks.

What is the minimum investment for Large Mid Multi Asset?

₹2,41,000. This is enough to hold one share of every name in the current book at present prices. Higher allocations tighten the equal-weight match.

How does Large Mid Multi Asset compare to the Nifty 50?

Over the rolling 5-year backtest, Large Mid Multi Asset produced 34.16% CAGR versus Nifty 50's 9.80%. Sharpe ratio 1.72 versus the benchmark's 0.73. Past performance does not guarantee future returns.

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

17.60% peak-to-trough in the rolling 5-year backtest. The deepest period ran 350 days from 2024-09-27 to 2025-09-12. Drawdowns of similar magnitude can happen again. Position sizing should reflect this.

What are the fees on Large Mid Multi Asset?

0.2% on traded value per rebalance. No subscription, no AUM fee, no performance fee. With 2 weeks cadence and typical 30 to 50 percent turnover, annual platform fees on the minimum capital work out to under ₹500. See the pricing page for the full worked example.

Can I exit Large Mid 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.

Last Rebalance 11 May 2026

Next Rebalance 3 Aug 2026

Documents

View / download factsheet (PDF) Rebalance History CSV

Last rebalance | 2026-05-08

Full history →

vs 2026-05-01 cycle · 15 added · 15 removed · 27 retained

Added (15)

HUDCOCOCHINSHIPADANIENTTORNTPOWERVBLATGLNESTLEINDADANIPORTSIDEAENRINLODHAJSWENERGYTATAPOWERHALGODREJIND

Removed (15)

DMARTNIACLSHRIRAMFINLAURUSLABSFEDERALBNKTATASTEELOBEROIRLTYHINDZINCJINDALSTELUNIONBANKAUBANKTITANINDIANBNMDCTATAINVEST

Get notified when Large Mid 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 Mid Multi Asset sits in the Moderate bucket. Take one step in either direction:

Already at the conservative end of the lineup.

One step bolder (Moderately High)

Dynamic Asset Allocator

CAGR 44.1% · Sharpe 2.32 · Max DD 10.6%

Compare Large Mid Multi Asset with

2 pre-built head-to-head comparisons with metrics, holdings overlap, and trade-off summary.

Allcap Multi Asset

CAGR 40.2% · Sharpe 1.81

Large Mid Hybrid

CAGR 33.0% · Sharpe 1.67

Learn the mechanics behind Large Mid Multi Asset

4 modules from the RupeeCase Learn library cover the concepts inside this strategy. Free, no sign-up.

Modern portfolio theory | why multi-asset cushions help Risk management | how the debt and gold sleeves work Combining factors | the multi-asset construction recipe Momentum factor | the engine behind these strategies

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.

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All 28+ episodes →

Phase 49B Compare Large Mid Multi Asset side-by-side Match returns, drawdowns and overlap against any other strategy in the lineup.

Disclaimer: Past performance is not indicative of future returns. All returns shown are from backtests conducted by RupeeCase from 2021-05-07. Actual traded returns may differ. Systematic strategies are subject to market risk, and capital can be lost. Investors should conduct their own research and consult a financial advisor before investing.

Learn the mechanics