Large Mid Multi Asset
The defensive multi-asset card. Shallowest drawdown in the marketplace. Only positive 2025.
Risk: Moderate
Universe: Nifty LargeMidCap 250 under ₹5,000
Benchmark: Nifty 50
Equity 80 / Debt 10 / Gold 10
Take 40 momentum-ranked stocks from Nifty LargeMidCap 250 and layer 10% LiquidCase debt and 10% GoldBees gold on top. Rebalance every 2 weeks. The 5-year backtest produced 385.08% cumulative against the Nifty 50's 64.36%, the shallowest max drawdown of any strategy filed at 17.61%, and the only positive 2025 calendar year on the marketplace at +10.1%. You give up 6.45 percentage points of CAGR versus the broader Allcap Multi Asset (37.12 vs 43.57) for a 3.74-point shallower max drawdown and a smoother distribution.
Net Return (5Y)
+385.08%
Nifty 50: +64.36%
Alpha vs Nifty 50
+320.72%
Cumulative outperformance
CAGR
+37.12%
Nifty 50: +10.44%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 385.08% | 64.36% |
| CAGR | 37.12% | 10.44% |
| Sharpe Ratio | 1.74 | 0.78 |
| Sortino Ratio | 1.64 | 0.75 |
| Calmar Ratio | 2.11 | 0.62 |
| Risk |
| Max Drawdown | -17.61% | -16.92% |
| Volatility (Annualised) | 19.20% | 14.04% |
| Best Week | +8.11% | +6.36% |
| Worst Week | -7.73% | -6.33% |
| Efficiency |
| Avg Win | +2.19% | +1.51% |
| Avg Loss | -2.21% | -1.56% |
Configuration
Universe
Nifty LargeMidCap 250
Sleeves
Eq 80 / Debt 10 / Gold 10
Cost Decomposition
Gross Return
438.92%
Pre-cost
Estimated Cost
53.84%
Brokerage, STT, taxes
Net Return
385.08%
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) |
|---|
| 2024-09-27 | 2025-09-12 | -17.61% | 350 |
| 2022-04-15 | 2022-08-05 | -14.38% | 112 |
| 2022-12-23 | 2023-05-26 | -12.24% | 154 |
| 2026-03-06 | 2026-04-17 | -11.22% | 42 |
| 2024-02-23 | 2024-03-29 | -7.72% | 35 |
Key Insight
The shallowest-drawdown card on the marketplace. The 80/10/10 overlay on the LargeMidCap 250 universe gave the smoothest ride through the Sep 2024 to Sep 2025 grind: max drawdown 17.61 percent versus the Allcap Multi Asset's 21.35 percent and pure-equity Allcap's 22.70 percent. Recovery from that drawdown took 350 days, fastest among multi-asset cards. The only strategy that closed 2025 positive at plus 10.1 percent while every other card on the marketplace was still digesting the regime shift. Right card for an investor who wants the multi-asset framework with the lowest drawdown profile available.
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 438.92 percent minus Cost 53.84 percent equals 385.08 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.