Large Cap Multi Asset
Conservative cornerstone. 20 large-caps + debt + gold. 4-week rebalance.
Risk: Moderately High
Universe: Nifty 100 under ₹5,000
Benchmark: Nifty 50
Equity 80 / Debt 10 / Gold 10
Screen the Nifty 100 for stocks under ₹5,000, hold the top 20 momentum names, layer 10% LiquidCase debt and 10% GoldBees on top, rebalance every 4 weeks. The 5-year backtest produced a 205.63% cumulative return against the Nifty 50's 66.10%, Sharpe 1.28, max drawdown 23.23%, and the lowest volatility on the platform at 18.78%. The defensive overlay reduces single-stock noise and produces the smoothest equity-cushioned ride for ₹1,15,000 minimum capital.
Net Return (5Y)
+205.63%
Nifty 50: +66.10%
Alpha vs Nifty 50
+139.53%
Cumulative outperformance
CAGR
+25.03%
Nifty 50: +10.68%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 205.63% | 66.10% |
| CAGR | 25.03% | 10.68% |
| Sharpe Ratio | 1.28 | 0.79 |
| Sortino Ratio | 1.26 | 0.76 |
| Calmar Ratio | 1.08 | 0.63 |
| Risk |
| Max Drawdown | -23.23% | -16.92% |
| Volatility (Annualised) | 18.78% | 14.03% |
| Best Week | +7.56% | +6.36% |
| Worst Week | -6.10% | -6.33% |
| Efficiency |
| Avg Win | +2.12% | +1.51% |
| Avg Loss | -2.10% | -1.56% |
Configuration
Sleeves
Eq 80 / Debt 10 / Gold 10
Cost Decomposition
Gross Return
234.36%
Pre-cost
Estimated Cost
28.73%
Lowest cost ratio in marketplace
Net Return
205.63%
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 27 April 2026 rebalance)
Worst 5 Drawdown Periods (Completed)
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2022-04-15 | 2022-07-22 | -13.74% | 98 |
| 2022-12-16 | 2023-06-09 | -13.07% | 175 |
| 2021-10-22 | 2022-03-25 | -8.92% | 154 |
| 2022-09-16 | 2022-10-21 | -5.75% | 35 |
| 2024-03-15 | 2024-03-22 | -4.83% | 7 |
Key Insight
The conservative cornerstone of the marketplace. CAGR 25.03% is materially lower than the small/mid-cap momentum cards (which run 42 to 58 percent), but volatility is also lower at 18.78% versus 24 to 32 percent for those cards. Worst week at minus 6.10 percent is actually shallower than the Nifty 50 itself. Cost ratio of 12 percent of gross is the lowest in the marketplace because 4-week rebalance + 22 holdings + large-cap focus produces minimal turnover. Right card for a ₹1.15L investor who wants disciplined large-cap momentum with a debt+gold cushion baked in.
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 234.36 percent minus Cost 28.73 percent equals 205.63 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. Markets-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.