Large Mid Hybrid 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 36.0%
Large Mid Hybrid
40 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 35.99%. Sharpe 1.68.
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 | Large Mid Hybrid | Large Mid Multi Asset | |
|---|---|---|---|
| CAGR (5Y) | 35.99% | → | 37.12% |
| Sharpe ratio | 1.68 | → | 1.74 |
| Sortino ratio | 1.60 | → | 1.64 |
| Calmar ratio | 1.97 | → | 2.11 |
| Max drawdown | 18.30% | → | 17.61% |
| Volatility | 19.34% | → | 19.20% |
| Net return (5Y) | 365.30% | → | 385.08% |
| Min capital | ₹233000 | = | ₹233000 |
| Stocks held | 41 | 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: Large Mid Multi Asset (CAGR 37.12% vs 35.99%)
- Better risk-adjusted return: Large Mid Multi Asset (Sharpe 1.74 vs 1.68)
- Shallower drawdown: Large Mid Multi Asset (Max DD 17.61% vs 18.30%)
- Lower entry: Large Mid Multi Asset (₹233000 vs ₹233000)
Holdings overlap
41 stocks held by both · 98% overlap by name count
Shared: ADANIPOWERLLOYDSMEADANIGREENNATIONALUMTHERMAXADANIENSOLMCXGVT&DVEDLPREMIERENEBHELBSEMAHABANKHINDALCODMARTBHARATFORGSAILSUZLONAUROPHARMANIACLNTPCGREENSHRIRAMFINLAURUSLABSSIEMENSPFCFEDERALBNKTATASTEELOBEROIRLTYHINDZINCJINDALSTELNLCINDIANAM-INDIACGPOWERUNIONBANKAUBANKTITANINDIANBNMDCTATAINVESTRADICOLIQUIDCASE
Only in Large Mid Multi Asset: GOLDBEES