Allcap vs Allcap 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.
Full-equity core · CAGR 48.0%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.02%. Highest Sharpe on the lineup at 1.77.
vs
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.
| Metric | Allcap | Allcap Multi Asset | |
|---|---|---|---|
| CAGR (5Y) | 48.02% | ← | 43.57% |
| Sharpe ratio | 1.77 | → | 1.79 |
| Sortino ratio | 1.71 | → | 1.72 |
| Calmar ratio | 2.12 | ← | 2.04 |
| Max drawdown | 22.70% | → | 21.35% |
| Volatility | 23.83% | → | 21.51% |
| Net return (5Y) | 611.24% | ← | 510.46% |
| Min capital | ₹235000 | ← | ₹294000 |
| Stocks held | 50 | 49 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | ALLCAP | EQUITY | |
| Risk band | Moderately High | Moderate | |
| Tier | Full-equity core | Multi-asset core |
The trade-off
- Higher growth: Allcap (CAGR 48.02% vs 43.57%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.79 vs 1.77)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.35% vs 22.70%)
- Lower entry: Allcap (₹235000 vs ₹294000)
Holdings overlap
47 stocks held by both · 94% overlap by name count
Shared: STLTECHQPOWERCUPIDKRNADANIPOWERWEBELSOLARLLOYDSMEPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDTHERMAXTDPOWERSYSKSBATHERENERGHINDCOPPERTHANGAMAYLACUTAASACMESOLARKIRLOSENGSANSERAMCXGVT&DIMFAVEDLBELRISEOLAELECGALLANTTLLOYDSENTEIELWELCORPANGELONEHFCLADANIGREENAPOLLOLLOYDSENGGABDLAZADADANIENSOLINOXINDIADEEPAKFERTKAJARIACEROSWALPUMPSFIVESTARAWFISHEGJINDALSAW
Only in Allcap: MTARTECHPREMIERENEZYDUSWELL
Only in Allcap Multi Asset: GOLDBEESLIQUIDCASE