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RUPEECASE NIFTY vs MIRAE LARGE CAP

RupeeCase Allcap vs Mirae Asset Large Cap Fund

Rules-based Nifty 50 momentum vs an actively managed large-cap mutual fund. Same universe in spirit, different selection process and ownership structure.

Side by side

RupeeCase Allcap
Mirae Asset Large Cap Fund
CAGR (5y)
48%
14.8%
Sharpe
1.77
0.77
Max drawdown
-22.7%
-28.9%
Minimum capital
₹2,35,000
₹500 SIP
Fees
0.2% per rebalance
~1.6% TER
Lock-in
None
1 year exit load
Transparency
Full holdings daily
Monthly disclosure

What actually differentiates them

Mirae Large Cap is an active fund benchmarked to Nifty 100, picked by a PM team with monthly portfolio disclosure. RupeeCase Allcap runs a fortnightly momentum screen across Nifty 50 and delivers the 10 stocks to your own demat. Active management can outperform in calm regimes but carries manager-change risk; the systematic screen has no such risk but can lag when a strong narrative outperforms raw price momentum. If you want daily transparency and direct ownership, RupeeCase fits; if you want an outsourced manager across a broader large-cap universe, Mirae fits.

Which one should you pick

The honest answer is that this is rarely a binary. Most Indian investors benefit from a core of low-cost passive (index funds or ETFs) plus a satellite of actively managed or rules-based strategies. Mirae Asset Large Cap Fund is sized for the satellite bucket in most portfolios. RupeeCase Allcap gives you a transparent, rules-based way to tilt the core toward momentum factor, with daily visibility into what you own.

If transparency, flat-fee structure, and no lock-in matter to you more than chasing the last 200 basis points of return, RupeeCase Allcap fits naturally. If you want a larger universe or active manager alpha, the fund is the better fit.

Comparisons use publicly available data as of 2026-04-20 and RupeeCase 5-year backtest metrics. Mutual fund metrics rounded from AMC factsheets. Not investment advice. Do your own due diligence.
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