--- title: "Large Mid Multi Asset | LargeMidCap 250, Gold | RupeeCase" description: "40 Nifty LargeMidCap 250 momentum stocks with 10% LiquidCase debt and 10% GoldBees, rebalanced every 2 weeks. Own it in your demat, 0.2% per rebalance." source_url: "https://www.rupeecase.com/strategies/largemid-multi-asset" --- Multi asset, Nifty LargeMidCap 250 # Large Mid Multi Asset Nifty LargeMidCap 250 momentum, debt and gold Large Mid Multi Asset is a RupeeCase index that holds 42 names from the Nifty LargeMidCap 250, ranked by momentum, with 10% in debt and 10% in gold, rebalanced every 2 weeks. Model CAGR 34.3% (back tested, as of 27 Apr 2026), minimum about ₹2,49,000 (as of 8 Aug 2026), moderate risk band. 40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250. **Moderate** risk band [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) [Compare head to head](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name. 01At a glance ## What has Large Mid Multi Asset returned in the back test? Model, back tested, as of 27 Apr 2026: 34.33% a year since May 2021 after charges, with a deepest fall of −17.60%, against 9.80% for the Nifty 50 TRI line. Not a promise of future returns. CAGR**34.33%**Model, back tested Max drawdown**−17.60%**Model, back tested Minimum investment**₹2.49L**About ₹2,49,000 Fee per rebalance**0.2%**Of traded value, nothing else Large Mid Multi Asset, model**₹471**Nifty 50 TRI, 9.80% CAGR line**₹162** 150 200 300 ₹100 in May 2021 became ₹471 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale. ## How much of Large Mid Multi Asset is in Power & Utilities? 24% of the equity sleeve on the latest model list (11 May 2026): 9 of 40 names, at rebalance day weights. Capital Goods is next at 14%. 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 Large Mid Multi Asset](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) ### 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 ## Large Mid Multi Asset factsheet Model, back tested, after charges; each block names its date. Print [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/largemid-multi-asset) Performance Holdings and sectors Rebalances Risk metrics Methodology Costs Documents ### Performance6 years, 61 months ### Performance #### Calendar year returns * 2021from May**+26.8%** * 2022**+39.2%** * 2023**+59.6%** * 2024**+41.9%** * 2025**+10.1%** * 2026to May**+7.8%** Model, back tested, after charges, 2021 to May 2026. #### What an amount would have become One time Every month Amount, ₹ You put in₹2,49,000 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**−16.9%** Back to the peak Model value, log scaleBelow the last peak Month on the record Deepest falls, daily record **−17.6%**Sep 2024, 350 days to recover **−14.3%**Apr 2022, 112 days to recover **−12.2%**Dec 2022, 154 days to recover **−11.2%**Mar 2026, 35 days to recover Exact dates of the deepest falls 1. **−17.60%**27 Sep 2024 to 12 Sep 2025*350 days* 2. **−14.34%**15 Apr 2022 to 5 Aug 2022*112 days* 3. **−12.21%**23 Dec 2022 to 26 May 2023*154 days* 4. **−11.22%**6 Mar 2026 to 10 Apr 2026*35 days* 5. **−7.71%**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 | 0.7 | 3.1 | 6.9 | 2.1 | 5.9 | 0.5 | −3.2 | 8.5 | +26.8% | | 2022 | 1.1 | −4.1 | 8.0 | 3.8 | −5.5 | −3.0 | 9.4 | 3.9 | −0.9 | 6.0 | 8.8 | 7.4 | +39.2% | | 2023 | −8.3 | −2.7 | 2.0 | 7.8 | 1.0 | 8.0 | 6.0 | 5.0 | 10.7 | −2.4 | 11.2 | 11.6 | +59.6% | | 2024 | 9.2 | 4.3 | −0.5 | 6.7 | 9.3 | 4.2 | 4.5 | 0.7 | −0.4 | −5.4 | 1.4 | 2.6 | +41.9% | | 2025 | −10.1 | −5.7 | 7.4 | 3.6 | 5.9 | 2.9 | −4.0 | 2.1 | 1.2 | 4.6 | 2.4 | 0.9 | +10.1% | | 2026 | −1.8 | 7.5 | −10.2 | 12.6 | 1.0 | no data | no data | no data | no data | no data | no data | no data | +7.8% | Model, back tested, after charges; one calendar month per cell, in percent. #### Rolling returns ##### Any 1 year, return Worst−2.6% Median+26.6% Best+113.0% Positive96%of 51 windows ##### Any 3 years, CAGR Worst+33.4% Median+41.4% Best+55.1% Positive100%of 27 windows Model, back tested, month end values, May 2021 to Jul 2026. ### Holdings and sectors42 holdings, 8 sectors ### Holdings and sectors #### 42 holdings * Equity**70%** * Debt**10%** * Gold**10%** * LIQUIDCASE**10.0%***Debt* * GOLDBEES**9.9%***Gold* * ADANIPOWER**2.0%** * SUZLON**2.0%** * COCHINSHIP**2.0%** * ADANIENT**2.0%** * MAHABANK**2.0%** * IDEA**2.0%** * NTPCGREEN**2.0%** * TATAPOWER**2.0%** * BHEL**1.9%** * HUDCO**1.9%** * NATIONALUM**1.9%** * PREMIERENE**1.9%** * SAIL**1.9%** * VBL**1.9%** * NLCINDIA**1.9%** * VEDL**1.9%** * ATGL**1.9%** * THERMAX**1.8%** * AUROPHARMA**1.8%** * JSWENERGY**1.8%** * HAL**1.8%** * GVT&D**1.7%** * TORNTPOWER**1.7%** * CGPOWER**1.7%** * NESTLEIND**1.7%** * NAM-INDIA**1.7%** * HINDALCO**1.7%** * LODHA**1.7%** * GODREJIND**1.7%** * PFC**1.7%** * ADANIGREEN**1.6%** * ADANIENSOL**1.6%** * BHARATFORG**1.6%** * BSE**1.5%** * LLOYDSME**1.4%** * RADICO**1.4%** * SIEMENS**1.4%** * ADANIPORTS**1.4%** * MCX**1.3%** * ENRIN**1.2%** Live quantities and prices are in the app. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation. #### Sector allocation * Other, not yet mapped**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%** 8 sectors in the equity sleeve; 30.6% not yet in the sector map. 40-stock large-midcap universe with significant metals, power, financials, and industrial tilt. #### Sector weight by year 170 rebalances, 10 sectors touched, 8 held now. Show the year by year sector table | Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now | | --- | --- | --- | --- | --- | --- | --- | --- | | Other, not yet mapped | 74 | 70 | 69 | 72 | 76 | 34 | 30 | | Power & Utilities | 8 | 10 | 8 | 6 | 4 | 10 | 23 | | Capital Goods | 4 | 6 | 5 | 5 | 5 | 6 | 15 | | Banking & Financial | 4 | 6 | 10 | 6 | 9 | 19 | 13 | | Metals & Mining | 7 | 3 | 2 | 5 | 3 | 16 | 10 | | FMCG & Consumer | 2 | 3 | 2 | 1 | 1 | 3 | 5 | | Pharma & Healthcare | 0 | 0 | 2 | 2 | 1 | 4 | 3 | | Auto & Components | 0 | 0 | 1 | 1 | 1 | 5 | 3 | | Energy & Oil & Gas | 1 | 2 | 1 | 1 | 0 | 3 | out | | Realty & Construction | 1 | 0 | 0 | 1 | 0 | 0 | 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. ### Rebalances170 published, latest 8 May 2026 ### Rebalances #### The rebalance record published rebalances170 first in the record14 May 2021 26 a yearEvery 2 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: **15 in**, **15 out**, 27 held, 42 on the list. ##### In * HUDCO * COCHINSHIP * ADANIENT * TORNTPOWER * VBL * ATGL * NESTLEIND * ADANIPORTS * IDEA * ENRIN * LODHA * JSWENERGY * TATAPOWER * HAL * GODREJIND ##### Out * DMART * NIACL * SHRIRAMFIN * LAURUSLABS * FEDERALBNK * TATASTEEL * OBEROIRLTY * HINDZINC * JINDALSTEL * UNIONBANK * AUBANK * TITAN * INDIANB * NMDC * TATAINVEST The 27 held names are in Holdings. Model, back tested record. In plus held is the list size, which can differ from the 42 stock target. Not recommendations. #### Recent rebalances | Date | On the list | In | Out | | --- | --- | --- | --- | | 8 May 2026 | 42 | +15 | −15 | | 1 May 2026 | 42 | 0 | 0 | | 24 Apr 2026 | 42 | +14 | −14 | | 17 Apr 2026 | 42 | 0 | 0 | | 10 Apr 2026 | 42 | +7 | −7 | | 3 Apr 2026 | 42 | 0 | 0 | [Every rebalance with its names](/rebalance/largemid-multi-asset/)[Rebalance history, CSV](/data/rebalances/largemid-multi-asset.csv) #### Sector shifts of 10 points or more 6 such shifts in 170 rebalances. Show the latest six rebalances, what moved 1. 8 May 2026Other, not yet mapped **+30 pts**, Banking & Financial **−17 pts**, Metals & Mining **−10 pts** 2. 24 Apr 2026Other, not yet mapped **−10 pts** 3. 10 Apr 2026Other, not yet mapped **−15 pts** 4. 27 Mar 2026Other, not yet mapped **−12 pts** 5. 13 Feb 2026Other, not yet mapped **−12 pts** 6. 6 Jun 2025Other, not yet mapped **−10 pts** Equity sleeve, between two consecutive lists. ### Risk metricsSharpe 1.72, volatility 19.13% ### Risk metrics #### Large Mid Multi Asset against the Nifty 50 | Metric | Large Mid Multi Asset | Nifty 50 | | --- | --- | --- | | Sharpe ratio | 1.72 | 0.73 | | Sortino ratio | 1.63 | 0.70 | | Calmar ratio | 2.07 | 0.58 | | Volatility, a year | 19.13% | 14.04% | | Max drawdown | −17.60% | −16.92% | | Best week | +8.10% | +6.36% | | Worst week | −7.72% | −6.33% | | Weeks up | 64.37% | 57.47% | | Average up week | +2.19% | +1.49% | | Average down week | −2.18% | −1.57% | Model, back tested, after charges. Weekly, rolling 5 years to 27 Apr 2026; Nifty 50 over the same window. #### Risk band **Moderate**, Low to Very High Deepest model fall−17.60% Time horizon5 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. ##### Walk the risk band Already at the conservative end of the lineup. [One step bolder (Moderately High)Large MidcapCAGR 37.8%, Sharpe 1.69, max drawdown −19.3%](/strategies/large-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 2 weeks ### Methodology #### How it works 1. 1**Universe**Start from the Nifty LargeMidCap 250, filtered to stocks priced under ₹5,000. The equity sleeve sits inside a multi asset frame with debt and gold. 2. 2**Rank**Score every stock by a risk adjusted momentum composite over several look backs. 3. 3**Select**Hold the top 42 equity names plus the fixed debt and gold sleeve. Equity is equal weighted within its sleeve; the sleeve weights are fixed. 4. 4**Rebalance**Every 2 weeks the model reruns: names out of the top 42 are sold, new entrants bought, and the full list is published. #### Configuration UniverseNifty LargeMidCap 250 SleevesEquity 80, debt 10, gold 10 Holdings42 RebalanceEvery 2 weeks, 26 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 a balanced equity tilt with a built-in volatility cushion #### Why Large Mid Multi Asset Where the models run * LargeMidCap 250 momentum with an 80/10/10 multi-asset overlay * Two cushions: a large and mid-cap universe plus debt and gold sleeves * Designed for drawdown control first, momentum capture second * The core sleeve of a moderate-risk portfolio Read 5 more paragraphs, 162 words 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 equity universe, the top 250 names by market cap, 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 a large and mid-cap equity sleeve with debt and gold sleeves alongside it. For an investor who wants the LargeMidCap 250 universe with debt and gold sleeves for drawdown control, 40 stocks rotated every 2 weeks is the only card on the lineup that combines them. Sized as the core sleeve of a moderate-risk portfolio. 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) * [Risk management](/learn/path-4/module-4-5-risk-management) * [Combining factors](/learn/path-3/module-3-6-combining-factors-multi-factor-construction) * [Momentum factor](/learn/path-3/module-3-1-momentum-factor-deep-dive) 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₹2,49,000 Rebalances, year to 8 May 202653 Traded, about12.6 timesthe portfolio Platform fee a year, about₹6,2502.5% 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+427.52%before costs Estimated costs−53.29 ptsbrokerage, STT and taxes Net return+374.23%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/largemid-multi-asset) * [Rebalance history, CSV170 rebalances, 14 May 2021 to 8 May 2026.](/data/rebalances/largemid-multi-asset.csv) * [Rebalance history page](/rebalance/largemid-multi-asset/) * [Plain text (Markdown)](/strategies/largemid-multi-asset.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=largemid-multi-asset) [How it starts](/getting-started) 04Questions ## Before you commit capital. ### 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? About ₹2,49,000 (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 Mid Multi Asset compare to the Nifty 50? Large Mid Multi Asset shows a model CAGR of 34.33% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.72. Model, back tested. As of 27 Apr 2026. 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 model record. The deepest period ran 350 days, from 27 Sep 2024 to 12 Sep 2025. 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 Mid Multi Asset? For the 18 retail strategies, 0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 2.5% of capital a year at 0.2% of traded value, from the published rebalance record: 53 rebalances in the year to 8 May 2026, about 12.6 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 ₹2,49,000 that is about ₹6,250 a year, an estimate from the model record, not a promise. ### 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. Explore next ## Go deeper on this strategy. * [Free module 6.9Gold, Commodities, and International Investing for Indian Investors8 min read](/learn/path-6/module-6-9-gold-commodities-international) * [TierMulti asset core tier strategies5 strategies grouped by job](/strategies/by-tier/multi-asset) * [CalculatorRetirement plannerFree, with the formula and a worked example](/learn/tools/retirement-calculator) * [Blog noteThe shallow fall compoundsStrategy notes, a short note](/blog/2026-07-28-evening-shallow-fall-compounds/) * [Blog noteLarge Mid Multi Asset: the card that finished 2025 greenStrategy notes, a short note](/blog/2026-06-27-evening-largemid-multi-asset/) * [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods) Related reading: the topic [PMS alternatives](/topics/pms-alternatives/) and the guide [How to evaluate a PMS](/guides/how-to-evaluate-a-pms). 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 and mid: Nifty LargeMidCap 250, Alpha 50. [All 18 strategies](/strategies/#sxPick) [Moderately HighMomentum Large Midcap Nifty LargeMidCap 250, 40 stocks, every 2 weeks CAGR, model37.83%Max DD−19.3%From₹1.99L](/strategies/large-midcap) [ModerateHybrid Large Mid Hybrid Nifty LargeMidCap 250, 41 stocks, every 2 weeks CAGR, model33.21%Max DD−18.3%From₹2.49L](/strategies/large-mid-hybrid) [Very HighMomentum 5Paisa Focused Alpha 5 Nifty Alpha 50, 5 stocks, every 3 weeks CAGR, model54.08%Max DD−24.2%From₹22K](/strategies/5paisa-focused-alpha-5) CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026. ### Compare Large Mid Multi Asset with * [vsAllcap Multi Asset](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) * [vsLarge Mid Hybrid](/strategies/compare/large-mid-hybrid-vs-largemid-multi-asset) 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 ## Large Mid Multi Asset 34.33% CAGR, model, back tested. About ₹2.49L to start. Every 2 weeks, you approve each one. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) [Compare head to head](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) 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.