Allcap Multi Asset vs Large Mid Multi Asset
Side-by-side comparison of two RupeeCase strategies. All numbers from a 5-year backtest with all charges deducted. Past performance is not a guarantee.
Multi-asset core · CAGR 43.6%
Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.57%. Sharpe 1.79, highest on the lineup.
vs
Multi-asset core · CAGR 37.1%
Large Mid Multi Asset
40 stocks. 10% debt. 10% gold. CAGR 37.12%. Shallowest drawdown on the lineup at 17.61%.
| Metric | Allcap Multi Asset | Large Mid Multi Asset | |
|---|---|---|---|
| CAGR (5Y) | 43.57% | ← | 37.12% |
| Sharpe ratio | 1.79 | ← | 1.74 |
| Sortino ratio | 1.72 | ← | 1.64 |
| Calmar ratio | 2.04 | → | 2.11 |
| Max drawdown | 21.35% | → | 17.61% |
| Volatility | 21.51% | → | 19.20% |
| Net return (5Y) | 510.46% | ← | 385.08% |
| Min capital | ₹294000 | → | ₹233000 |
| Stocks held | 49 | 42 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | EQUITY | EQUITY | |
| Risk band | Moderate | Moderate | |
| Tier | Multi-asset core | Multi-asset core |
The trade-off
- Higher growth: Allcap Multi Asset (CAGR 43.57% vs 37.12%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.79 vs 1.74)
- Shallower drawdown: Large Mid Multi Asset (Max DD 17.61% vs 21.35%)
- Lower entry: Large Mid Multi Asset (₹233000 vs ₹294000)
Holdings overlap
11 stocks held by both · 22% overlap by name count
Shared: ADANIPOWERLLOYDSMEADANIGREENNATIONALUMTHERMAXADANIENSOLMCXGVT&DVEDLGOLDBEESLIQUIDCASE
Only in Allcap Multi Asset: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNWEBELSOLARANGELONEHFCLAPOLLOPFOCUSAVANTIFEEDJAYNECOINDLLOYDSENGGABDLAZADTDPOWERSYS +18 more
Only in Large Mid Multi Asset: PREMIERENEBHELBSEMAHABANKHINDALCODMARTBHARATFORGSAILSUZLONAUROPHARMANIACLNTPCGREENSHRIRAMFINLAURUSLABSSIEMENSPFCFEDERALBNKTATASTEELOBEROIRLTYHINDZINC +11 more