Large Mid Multi Asset
40 stocks. 10% debt. 10% gold. CAGR 37.12%. Shallowest drawdown on the lineup at 17.61%.
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 42 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 42 are sold; new entrants are bought. You see the full holdings list at every rebalance.
Who This Is For
Strategy Configuration
Large Mid 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 Mid Multi Asset | Nifty 50 |
|---|---|---|
| CAGR | 37.12% | 10.44% |
| Cumulative Return | 385.08% | 64.36% |
| Sharpe Ratio | 1.74 | 0.78 |
| Max Drawdown | -17.61% | -16.92% |
| Volatility | 19.20% | 14.04% |
Cost Decomposition
Worst 5 Drawdowns
| Started | Recovered | Max DD | 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 |
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
42 positions as of 2026-04-24 rebalance. Allocation percentages reflect equal-weighted sleeve at rebalance day; current values drift with price.
Why This Strategy
Shallowest-drawdown card on the lineup at 17.61% max DD. Same overlay as Allcap Multi Asset (Eq 80 / Debt 10 / Gold 10), but on the LargeMidCap 250 universe instead of Nifty Total Market.
The narrower equity universe gives lower CAGR (37.12 vs 43.57) but materially shallower max drawdown (17.61 vs 21.35), the lowest volatility among the multi-asset cards at 19.20%, and the strongest 2025 finish on the lineup.
This is the only card filed that closed 2025 positive at +10.1%. Every other multi-asset card and every pure-equity card closed 2025 negative.
The 5-year backtest produced a cumulative return of 385.08% against the Nifty 50's 64.36%. CAGR 37.12%. Sharpe 1.74.
For an investor who wants the multi-asset framework with the lowest drawdown profile on the lineup, this is the card. Sensible sizing: 40 to 60 percent of equity as a core defensive sleeve.
CAGR 37.12% versus Nifty's 10.44%. Sharpe 1.74. Max drawdown 17.61% — shallowest on the lineup. Volatility 19.20%. 2025 finish: +10.1%, only positive 2025 on the lineup. Min 233000.
Key Takeaways
- Shallowest max drawdown of all strategies at -17.61%
- Only strategy to close 2025 positive (+10.1%)
- Sharpe 1.74 with CAGR 37.12%
- Large+mid-cap universe with 10% debt and 10% gold overlay
Frequently Asked Questions
What is the Large Mid Multi Asset strategy?
What is the minimum investment for Large Mid Multi Asset?
How does Large Mid Multi Asset compare to the Nifty 50?
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Can I exit Large Mid Multi Asset at any time?
Documents
Last rebalance | 2026-04-24
Full history →vs 2026-04-17 cycle · 14 added · 14 removed · 28 retained
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Walk the risk band
Large Mid Multi Asset sits in the Moderate bucket. Take one step in either direction:
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