Large Cap Multi Asset
20 stocks. 10% debt. 10% gold. CAGR 25.03%. Lowest multi-asset entry at 1.15L.
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 22 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 22 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Large Cap Multi Asset 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 Cap Multi Asset | Nifty 50 |
|---|---|---|
| CAGR | 25.03% | 10.68% |
| Cumulative Return | 205.63% | 66.10% |
| Sharpe Ratio | 1.28 | 0.79 |
| Max Drawdown | -23.23% | -16.92% |
| Volatility | 18.78% | 14.03% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | 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 |
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
22 positions as of 2026-04-27 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
20 stocks from the Nifty 100, equal-weighted, plus 10% LiquidCase debt and 10% GoldBees. Rebalance every 4 weeks. That overlay is why this is the lowest-volatility card on the lineup at 18.78%, with a worst week of minus 6.10% — shallower than the Nifty itself.
The 5-year backtest produced a cumulative return of 205.66% against the Nifty 50's 64.36%. CAGR 25.03%. Sharpe 1.28. Max drawdown 23.23%.
This is the lowest CAGR card on the lineup. The other cards run 35 to 58 percent. That gap is the price of the defensive overlay, and the trade is deliberate: 1.15L is the lowest minimum capital of any multi-asset card on the lineup, the cost ratio is just 12 percent of gross — also the lowest — and the 4-week rebalance keeps trading friction down.
This is not the flagship. It is the conservative entry point. Built for an investor with 1.15L who wants disciplined large-cap momentum with a debt and gold cushion, and who is willing to give up CAGR for ride quality.
CAGR 25.03% versus Nifty's 10.44%. Sharpe 1.28. Max drawdown 23.23%. Volatility 18.78% — lowest on the lineup. Cost ratio 12% of gross — lowest on the lineup. Min 115000.
Key Takeaways
- Lowest minimum capital among multi-asset cards at 115000
- Large-cap focus with 4-week rebalance
- Lowest volatility on platform at 18.78%
- Built-in 10% debt and 10% gold defensive overlay
Frequently Asked Questions
What is the Large Cap Multi Asset strategy?
What is the minimum investment for Large Cap Multi Asset?
How does Large Cap Multi Asset compare to the Nifty 50?
What is the worst drawdown Large Cap Multi Asset has experienced?
What are the fees on Large Cap Multi Asset?
Can I exit Large Cap Multi Asset at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-04-03 cycle · 9 added · 9 removed · 13 retained
Get notified when Large Cap Multi Asset rebalances
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Walk the risk band
Large Cap Multi Asset sits in the Moderately High bucket. Take one step in either direction:
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Run Large Cap Multi Asset in your own broker account
Capital never leaves your broker. 0.2% on traded value. Minimum ₹115000. Cancel any time.
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