Allcap Multi Asset vs TotalMarket Hybrid
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 42.6%
TotalMarket Hybrid
50 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 42.62%. Sharpe 1.75.
| Metric | Allcap Multi Asset | TotalMarket Hybrid | |
|---|---|---|---|
| CAGR (5Y) | 43.57% | ← | 42.62% |
| Sharpe ratio | 1.79 | ← | 1.75 |
| Sortino ratio | 1.72 | ← | 1.69 |
| Calmar ratio | 2.04 | ← | 1.95 |
| Max drawdown | 21.35% | ← | 21.85% |
| Volatility | 21.51% | ← | 21.67% |
| Net return (5Y) | 510.46% | ← | 490.49% |
| Min capital | ₹294000 | = | ₹294000 |
| Stocks held | 49 | 48 | |
| 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 42.62%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.79 vs 1.75)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.35% vs 21.85%)
- Lower entry: TotalMarket Hybrid (₹294000 vs ₹294000)
Holdings overlap
48 stocks held by both · 98% overlap by name count
Shared: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNADANIPOWERWEBELSOLARANGELONEHFCLLLOYDSMEADANIGREENAPOLLOPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDLLOYDSENGGABDLTHERMAXAZADTDPOWERSYSADANIENSOLKSBATHERENERGINOXINDIADEEPAKFERTHINDCOPPERKAJARIACERTHANGAMAYLACUTAASACMESOLARKIRLOSENGOSWALPUMPSSANSERAFIVESTARMCXGVT&DAWFISIMFAHEGJINDALSAWVEDLBELRISELIQUIDCASE
Only in Allcap Multi Asset: GOLDBEES