Large Mid Hybrid
40 stocks. 20% debt. No gold. Fortnightly rotation. CAGR 35.99%. Sharpe 1.68.
How It Works
- Step 1 | Universe Start from Nifty LargeMidCap 250 filtered to stocks priced under ₹5000. Equity sleeve sits inside a multi-asset frame with debt and gold.
- Step 2 | Rank Score every stock in the universe by a momentum composite (price trend over multiple lookbacks, risk-adjusted). The top names by score become the candidate list.
- Step 3 | Select Hold the top 41 equity holdings plus the configured debt and gold sleeves. Equity is equal-weighted within the sleeve; the multi-asset weights are fixed.
- Step 4 | Rebalance Every 2 weeks the model re-runs end-to-end. Names that fall out of the top 41 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Large Mid Hybrid vs Nifty 50
Both indexed to 100 on inception. Hover for date-by-date NAV. Range chips to zoom; expand button for full window.
NAV indexed to 100 on inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.
Performance Metrics
| Metric | Large Mid Hybrid | Nifty 50 |
|---|---|---|
| CAGR | 35.99% | 10.44% |
| Cumulative Return | 365.30% | 64.36% |
| Sharpe Ratio | 1.68 | 0.78 |
| Max Drawdown | -18.30% | -16.92% |
| Volatility | 19.34% | 14.04% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | Duration (days) |
|---|---|---|---|
| 2024-09-27 | 2025-10-10 | -18.30% | 378 |
| 2022-04-15 | 2022-08-05 | -14.25% | 112 |
| 2022-12-23 | 2023-06-02 | -12.87% | 161 |
| 2026-03-06 | 2026-04-10 | -10.30% | 35 |
| 2024-02-23 | 2024-03-29 | -8.00% | 35 |
Yearly Returns
Asset class allocation
Sleeve weights are computed from current holdings. Equity rebalances every cycle; debt and gold sleeves rebalance on the same schedule to maintain target weights.
Sector allocation
8 sectors represented in the equity sleeve. Largest concentration: Banking & Financial at 30.0%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.
Current Holdings
41 positions as of 2026-04-24 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
The simpler defensive sibling of LargeMid Multi Asset. Same 40-stock equity sleeve, same LargeMidCap 250 universe, same 2-week rebalance — but the 10% gold sleeve is folded into debt for a 20% LiquidCase cushion.
The 5-year backtest produced a cumulative return of 365.30% against the Nifty 50's 64.36%. CAGR 35.99%. Sharpe 1.68. Max drawdown 18.30%.
The trade versus the multi-asset twin: 1.13 percentage points of CAGR (35.99 vs 37.12), a 0.69 percentage point deeper max drawdown (18.30 vs 17.61), and 0.06 lower Sharpe (1.68 vs 1.74). What you save: cleaner regulatory profile (no commodity), one fewer holding to track, and 13.38 points of cost ratio over 5 years (53.84% versus the pure-equity twin's 67.22%) — that cost saving compounds.
This is for an investor who explicitly does not want gold exposure. The structural ride is similar to the multi-asset twin and the LargeMidCap quality tilt is preserved.
CAGR 35.99% versus Nifty's 10.44%. Sharpe 1.68. Max drawdown 18.30%. Min 233000.
Key Takeaways
- Large+mid-cap universe with 20% debt-only buffer
- CAGR 35.99% with Sharpe 1.68
- Max drawdown 18.30% (1% shallower than pure-equity twin)
- Simpler defensive structure without gold complexity
Frequently Asked Questions
What is the Large Mid Hybrid strategy?
What is the minimum investment for Large Mid Hybrid?
How does Large Mid Hybrid compare to the Nifty 50?
What is the worst drawdown Large Mid Hybrid has experienced?
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Can I exit Large Mid Hybrid at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-04-17 cycle · 14 added · 14 removed · 27 retained
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Walk the risk band
Large Mid Hybrid sits in the Moderate bucket. Take one step in either direction:
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Run Large Mid Hybrid in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹233000. Cancel any time.
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