Focused Largecap 20 vs Large Cap 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.
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 25.0%
Large Cap Multi Asset
20 stocks. 10% debt. 10% gold. CAGR 25.03%. Lowest multi-asset entry at 1.15L.
| Metric | Focused Largecap 20 | Large Cap Multi Asset | |
|---|---|---|---|
| CAGR (5Y) | 27.40% | ← | 25.03% |
| Sharpe ratio | 1.24 | → | 1.28 |
| Sortino ratio | 1.21 | → | 1.26 |
| Calmar ratio | 1.01 | → | 1.08 |
| Max drawdown | 27.23% | → | 23.23% |
| Volatility | 21.35% | → | 18.78% |
| Net return (5Y) | 235.82% | ← | 205.63% |
| Min capital | ₹92000 | ← | ₹115000 |
| Stocks held | 20 | 22 | |
| 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 25.03%)
- Better risk-adjusted return: Large Cap Multi Asset (Sharpe 1.28 vs 1.24)
- Shallower drawdown: Large Cap Multi Asset (Max DD 23.23% vs 27.23%)
- Lower entry: Focused Largecap 20 (₹92000 vs ₹115000)
Holdings overlap
20 stocks held by both · 91% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLVEDLHINDALCODMARTSHRIRAMFINSIEMENSPFCTATASTEELHINDZINCJINDALSTELCGPOWERUNIONBANKTITANLTTRENTVBLADANIPORTSONGC
Only in Large Cap Multi Asset: LIQUIDCASEGOLDBEES