Large Cap Multi Asset 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.
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.
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 | Large Cap Multi Asset | Allcap Multi Asset | |
|---|---|---|---|
| CAGR (5Y) | 25.03% | → | 43.57% |
| Sharpe ratio | 1.28 | → | 1.79 |
| Sortino ratio | 1.26 | → | 1.72 |
| Calmar ratio | 1.08 | → | 2.04 |
| Max drawdown | 23.23% | → | 21.35% |
| Volatility | 18.78% | ← | 21.51% |
| Net return (5Y) | 205.63% | → | 510.46% |
| Min capital | ₹115000 | ← | ₹294000 |
| Stocks held | 22 | 49 | |
| Rebalance cadence | 4 weeks | 2 weeks | |
| Universe | EQUITY | EQUITY | |
| Risk band | Moderately High | Moderate | |
| Tier | Conservative core | Multi-asset core |
The trade-off
- Higher growth: Allcap Multi Asset (CAGR 43.57% vs 25.03%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.79 vs 1.28)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.35% vs 23.23%)
- Lower entry: Large Cap Multi Asset (₹115000 vs ₹294000)
Holdings overlap
6 stocks held by both · 12% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLVEDLLIQUIDCASEGOLDBEES
Only in Large Cap Multi Asset: HINDALCODMARTSHRIRAMFINSIEMENSPFCTATASTEELHINDZINCJINDALSTELCGPOWERUNIONBANKTITANLTTRENTVBLADANIPORTSONGC
Only in Allcap Multi Asset: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNWEBELSOLARANGELONEHFCLLLOYDSMEAPOLLOPFOCUSNATIONALUMAVANTIFEEDJAYNECOINDLLOYDSENGGABDL +23 more