Focused Largecap 20 vs Largecap 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.
Conservative core · CAGR 27.4%
Focused Largecap 20
20 stocks. Nifty 100. 4-week rotation. CAGR 27.40%. Cost 13% of gross, lowest on the lineup.
vs
Conservative core · CAGR 23.7%
Largecap Hybrid
20 stocks. 20% debt. No gold. 4-week rotation. CAGR 23.74%. Lowest cost on the lineup.
| Metric | Focused Largecap 20 | Largecap Hybrid | |
|---|---|---|---|
| CAGR (5Y) | 27.40% | ← | 23.74% |
| Sharpe ratio | 1.24 | ← | 1.22 |
| Sortino ratio | 1.21 | ← | 1.19 |
| Calmar ratio | 1.01 | ← | 0.94 |
| Max drawdown | 27.23% | → | 25.19% |
| Volatility | 21.35% | → | 18.90% |
| Net return (5Y) | 235.82% | ← | 190.19% |
| Min capital | ₹92000 | ← | ₹115000 |
| Stocks held | 20 | 21 | |
| Rebalance cadence | 4 weeks | 4 weeks | |
| Universe | EQUITY | EQUITY | |
| Risk band | Moderately High | Moderately High | |
| Tier | Conservative core | Conservative core |
The trade-off
- Higher growth: Focused Largecap 20 (CAGR 27.40% vs 23.74%)
- Better risk-adjusted return: Focused Largecap 20 (Sharpe 1.24 vs 1.22)
- Shallower drawdown: Largecap Hybrid (Max DD 25.19% vs 27.23%)
- Lower entry: Focused Largecap 20 (₹92000 vs ₹115000)
Holdings overlap
20 stocks held by both · 95% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLVEDLHINDALCODMARTSHRIRAMFINSIEMENSPFCTATASTEELHINDZINCJINDALSTELCGPOWERUNIONBANKTITANLTTRENTVBLADANIPORTSONGC
Only in Largecap Hybrid: LIQUIDCASE