TotalMarket Hybrid vs Large Mid 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.
Multi-asset core · CAGR 42.6%
TotalMarket Hybrid
50 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 42.62%. Sharpe 1.75.
vs
Multi-asset core · CAGR 36.0%
Large Mid Hybrid
40 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 35.99%. Sharpe 1.68.
| Metric | TotalMarket Hybrid | Large Mid Hybrid | |
|---|---|---|---|
| CAGR (5Y) | 42.62% | ← | 35.99% |
| Sharpe ratio | 1.75 | ← | 1.68 |
| Sortino ratio | 1.69 | ← | 1.60 |
| Calmar ratio | 1.95 | → | 1.97 |
| Max drawdown | 21.85% | → | 18.30% |
| Volatility | 21.67% | → | 19.34% |
| Net return (5Y) | 490.49% | ← | 365.30% |
| Min capital | ₹294000 | → | ₹233000 |
| Stocks held | 48 | 41 | |
| 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: TotalMarket Hybrid (CAGR 42.62% vs 35.99%)
- Better risk-adjusted return: TotalMarket Hybrid (Sharpe 1.75 vs 1.68)
- Shallower drawdown: Large Mid Hybrid (Max DD 18.30% vs 21.85%)
- Lower entry: Large Mid Hybrid (₹233000 vs ₹294000)
Holdings overlap
10 stocks held by both · 21% overlap by name count
Shared: ADANIPOWERLLOYDSMEADANIGREENNATIONALUMTHERMAXADANIENSOLMCXGVT&DVEDLLIQUIDCASE
Only in TotalMarket Hybrid: OLAELECSTLTECHGALLANTTQPOWERLLOYDSENTCUPIDEIELWELCORPKRNWEBELSOLARANGELONEHFCLAPOLLOPFOCUSAVANTIFEEDJAYNECOINDLLOYDSENGGABDLAZADTDPOWERSYS +18 more
Only in Large Mid Hybrid: PREMIERENEBHELBSEMAHABANKHINDALCODMARTBHARATFORGSAILSUZLONAUROPHARMANIACLNTPCGREENSHRIRAMFINLAURUSLABSSIEMENSPFCFEDERALBNKTATASTEELOBEROIRLTYHINDZINC +11 more