Largecap Hybrid
Conservative Nifty 100 sleeve plus 20% debt buffer. Lowest cost on the marketplace.
Risk: Mod High
Universe: Nifty 100 under ₹5,000
Benchmark: Nifty 50
Equity 80 / Debt 20
20 momentum-ranked stocks from Nifty 100 plus 20% LiquidCase debt. Rebalance every 4 weeks. The 5-year backtest produced 190.19% cumulative against the Nifty 50's 64.36%, max drawdown 25.19%, and Sharpe 1.22. The 4W cadence and the debt sleeve combine to make this the cheapest-to-run strategy on the marketplace at 28.73% total 5Y cost. Right card for an investor who wants Nifty 100 quality, a debt cushion, and the lowest trading-friction profile available.
Net Return (5Y)
+190.19%
Nifty 50: +64.36%
Alpha vs Nifty 50
+125.83%
Cumulative outperformance
CAGR
+23.74%
Nifty 50: +10.44%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 190.19% | 64.36% |
| CAGR | 23.74% | 10.44% |
| Sharpe Ratio | 1.22 | 0.78 |
| Sortino Ratio | 1.19 | 0.75 |
| Calmar Ratio | 0.94 | 0.62 |
| Risk |
| Max Drawdown | -25.19% | -16.92% |
| Volatility (Annualised) | 18.90% | 14.04% |
| Best Week | +7.70% | +6.36% |
| Worst Week | -6.03% | -6.33% |
| Efficiency |
| Avg Win | +2.09% | +1.51% |
| Avg Loss | -2.17% | -1.56% |
Configuration
Cost Decomposition
Gross Return
218.92%
Pre-cost
Estimated Cost
28.73%
Brokerage, STT, taxes
Net Return
190.19%
What investors realise
Year by Year Performance
Monthly Returns Heatmap (5Y)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|
Current Holdings (post 24 Apr 2026 rebalance)
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2022-12-16 | 2023-06-23 | -13.82% | 189 |
| 2022-04-15 | 2022-07-22 | -13.60% | 98 |
| 2021-10-22 | 2022-03-25 | -9.89% | 154 |
| 2022-09-16 | 2022-10-21 | -5.70% | 35 |
| 2023-10-06 | 2023-11-03 | -5.18% | 28 |
Key Insight
The cheapest-to-run card on the marketplace. The 4-week rebalance cadence and 20 percent debt sleeve combine to produce the lowest 5-year cost ratio of any filed strategy at 28.73 percent of capital, well below the 53 to 67 percent range of the 2W LargeMidCap trio. The trade-off is a slower rotation that left the strategy underwater through Sep 2024 to early 2026 while quicker-rotating cards had already recovered by Oct 2025. Right card for an investor who values low trading friction over rotation speed and wants Nifty 100 quality with a debt cushion.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges (brokerage, STT, taxes) deducted. Net return is computed as Gross 218.92 percent minus Cost 28.73 percent equals 190.19 percent. Past performance is not indicative of future results. RupeeCase platform fee is 0.2 percent on traded value, charged only when trades execute. No subscription, no AUM fee. Market-linked products carry market risk including loss of principal. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.