Large Cap Multi Asset 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 25.0%
Large Cap Multi Asset
20 stocks. 10% debt. 10% gold. CAGR 25.03%. Lowest multi-asset entry at 1.15L.
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 | Large Cap Multi Asset | Largecap Hybrid | |
|---|---|---|---|
| CAGR (5Y) | 25.03% | ← | 23.74% |
| Sharpe ratio | 1.28 | ← | 1.22 |
| Sortino ratio | 1.26 | ← | 1.19 |
| Calmar ratio | 1.08 | ← | 0.94 |
| Max drawdown | 23.23% | ← | 25.19% |
| Volatility | 18.78% | ← | 18.90% |
| Net return (5Y) | 205.63% | ← | 190.19% |
| Min capital | ₹115000 | = | ₹115000 |
| Stocks held | 22 | 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: Large Cap Multi Asset (CAGR 25.03% vs 23.74%)
- Better risk-adjusted return: Large Cap Multi Asset (Sharpe 1.28 vs 1.22)
- Shallower drawdown: Large Cap Multi Asset (Max DD 23.23% vs 25.19%)
- Lower entry: Largecap Hybrid (₹115000 vs ₹115000)
Holdings overlap
21 stocks held by both · 95% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLVEDLHINDALCODMARTSHRIRAMFINSIEMENSPFCTATASTEELHINDZINCJINDALSTELCGPOWERUNIONBANKTITANLTTRENTVBLADANIPORTSONGCLIQUIDCASE
Only in Large Cap Multi Asset: GOLDBEES