Largecap Hybrid
20 stocks. 20% debt. No gold. 4-week rotation. CAGR 23.74%. Lowest cost on the lineup.
How It Works
- Step 1 | Universe Start from Nifty 100 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 21 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 4 weeks the model re-runs end-to-end. Names that fall out of the top 21 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Largecap 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 | Largecap Hybrid | Nifty 50 |
|---|---|---|
| CAGR | 23.74% | 10.44% |
| Cumulative Return | 190.19% | 64.36% |
| Sharpe Ratio | 1.22 | 0.78 |
| Max Drawdown | -25.19% | -16.92% |
| Volatility | 18.90% | 14.04% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | 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 |
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
6 sectors represented in the equity sleeve. Largest concentration: Metals & Mining at 25.6%. Equal-weighted at the stock level, so sector weights drift with which momentum names rank highest.
Current Holdings
21 positions as of 2026-04-24 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
20 stocks from the Nifty 100 universe, equal-weighted at roughly 4 percent each, with a 20% LiquidCase debt sleeve and no gold. Rebalance every 4 weeks.
The 5-year backtest produced a cumulative return of 190.19% against the Nifty 50's 64.36%. CAGR 23.74%. Sharpe 1.22. Max drawdown 25.19%.
The debt buffer does its job. Annualised volatility 18.90%, the lowest among the higher-CAGR cards on the lineup. The worst week was 6.03% down, shallower than the Nifty itself at 6.33% — unusual for a card with a deep cumulative drawdown, but it reflects the debt cushion absorbing single-week shocks.
The card has had four positive calendar years out of five: 2024 +28.9%, 2023 +44.8%, 2022 +30.9%, 2021 +22.5%. 2025 closed at minus 7.0%. 2026 YTD through April is +4.3%.
This is not a high-CAGR card. It is the conservative large-cap card with the lowest cost structure on the lineup at 2.87 percent of capital over 5 years. The trade-off is deliberate: low CAGR (23.74%) and a slow recovery from the late-2024 to March-2026 drawdown, in exchange for low volatility, low cost, and a debt cushion.
For a large-cap investor who wants Nifty 100 quality with a debt buffer and the cheapest cost profile on the lineup, this is the card.
CAGR 23.74% versus Nifty's 10.44%. Sharpe 1.22. Max drawdown 25.19%. Volatility 18.90%. Cost ratio 2.87% of capital over 5 years — lowest on the lineup. Min 115000.
Key Takeaways
- Lowest cost on marketplace at 2.87% over 5 years
- 80% Nifty 100 equity plus 20% debt cushion
- CAGR 23.74% with Sharpe 1.22 and lowest volatility profile
- Only filed strategy with worst week shallower than Nifty itself (-6.03% vs -6.33%)
Frequently Asked Questions
What is the Largecap Hybrid strategy?
What is the minimum investment for Largecap Hybrid?
How does Largecap Hybrid compare to the Nifty 50?
What is the worst drawdown Largecap Hybrid has experienced?
What are the fees on Largecap Hybrid?
Can I exit Largecap Hybrid at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-04-03 cycle · 9 added · 9 removed · 12 retained
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Walk the risk band
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Run Largecap Hybrid in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹115000. Cancel any time.
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