Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.57%. Sharpe 1.79, highest on the lineup.
How It Works
- Step 1 | Universe Start from Nifty Total Market (max 5000) 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 49 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 49 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Allcap 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 | Allcap Multi Asset | Nifty 50 |
|---|---|---|
| CAGR | 43.57% | 10.68% |
| Cumulative Return | 510.46% | 66.10% |
| Sharpe Ratio | 1.79 | 0.79 |
| Max Drawdown | -21.35% | -16.92% |
| Volatility | 21.51% | 14.03% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | Duration (days) |
|---|---|---|---|
| 2024-12-20 | 2025-12-26 | -21.35% | 371 |
| 2022-01-21 | 2022-08-05 | -15.06% | 196 |
| 2021-08-06 | 2021-10-01 | -10.64% | 56 |
| 2024-02-09 | 2024-03-29 | -10.57% | 49 |
| 2026-03-06 | 2026-04-10 | -9.86% | 35 |
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
9 sectors represented in the equity sleeve. Largest concentration: Capital Goods at 25.5%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.
Current Holdings
49 positions as of 2026-04-24 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
Highest Sharpe card on the lineup at 1.79. Same 50-stock equity sleeve as Allcap, but with a 10% LiquidCase debt and 10% GoldBees overlay layered on top. Rebalance every 2 weeks.
The 5-year backtest produced a cumulative return of 510.46% against the Nifty 50's 66.10%. CAGR 43.57%. The 4.45 percentage points of CAGR you give up versus pure-equity Allcap (43.57 vs 48.02) buys you a 21% faster drawdown recovery (371 days vs 469 days), 2.32 percentage points lower volatility, and a 1.35 percentage point shallower drawdown.
This is not the highest CAGR card on the lineup. Alpha 5 has that at 58.34%. This is the smoothest. For an investor who values ride quality and is willing to put up a 2.94L floor, the multi-asset overlay does its job. Sharpe 1.79 is the highest of any card on the lineup, and max drawdown 21.35% is the shallowest of any card.
The card screens the Nifty Total Market (the broadest universe on the platform, roughly 750 stocks) for names priced under 5000, applies the standard momentum filter, and holds the top 50 equal-weighted. Debt at 10%, gold at 10%. No defensive overlay beyond that. Rotates every two weeks regardless of regime.
Sensible sizing for retail allocators who can afford the 2.94L floor: 30 to 60 percent of equity, used as the core multi-asset sleeve. This is also not a tax-friendly product if traded in a non-registered account. Two-week rebalances on 50 stocks mean churn, and churn means short-term capital gains.
CAGR 43.57% versus Nifty's 10.68%. Sharpe 1.79 — highest on the lineup. Max drawdown 21.35% — shallowest on the lineup. Avg-win-to-avg-loss ratio 1.12. Min 294000.
Key Takeaways
- Highest Sharpe in marketplace at 1.79
- Shallowest max drawdown at -21.35%
- CAGR 43.57% with best risk-adjusted profile
- 21% faster drawdown recovery than pure equity AllCap
Frequently Asked Questions
What is the Allcap Multi Asset strategy?
What is the minimum investment for Allcap Multi Asset?
How does Allcap Multi Asset compare to the Nifty 50?
What is the worst drawdown Allcap Multi Asset has experienced?
What are the fees on Allcap Multi Asset?
Can I exit Allcap Multi Asset at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-04-17 cycle · 21 added · 21 removed · 28 retained
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