Strategies by tier, 3 of 18

Conservative core Largecap led

The Conservative core tier is for capital you want invested through cycles, with picks from the largecap universe. It holds 3 strategies: Focused Largecap 20, Large Cap Multi Asset and Largecap Hybrid, largecap led, built to stay invested through cycles.

3strategies in the tier
22.7% to 26.3%CAGR, model, back tested
From ₹1Lminimum capital
Moderately Highrisk band

See the strategies Take the risk profile

01The strategies

3 strategies, three numbers each.

Model CAGR, the deepest model fall and the minimum to start, with the model line against the Nifty 50 TRI line. Tap a card for the full factsheet.

Moderately HighMomentum Focused Largecap 20 Nifty 100, 20 stocks, every 4 weeks CAGR, model26.29%Max DD−23.6%From₹1L Moderately HighMulti asset Large Cap Multi Asset Nifty 100, 22 stocks, every 4 weeks CAGR, model24.36%Max DD−21.0%From₹1.25L Moderately HighHybrid Largecap Hybrid Nifty 100, 21 stocks, every 4 weeks CAGR, model22.74%Max DD−22.0%From₹1.25L

Model, back tested. As of 27 Apr 2026. After charges, not a promise of future returns. Colour shows the risk band.

02Model curves

3 model curves.
One Nifty 50 line.

Focused Largecap 20₹321Large Cap Multi Asset₹296Largecap Hybrid₹277Nifty 50 TRI, 9.8% CAGR line₹160

150 200 300

₹100 in each model from their common first month, log scale, against the Nifty 50 TRI line. Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.

03How they differ

One universe, every 4 weeks.

The 3 strategies draw on Nifty 100 and rebalance every 4 weeks. All sit in the Moderately High risk band.

Focused Largecap 20Large Cap Multi AssetLargecap Hybrid

UniverseNifty 100Nifty 100Nifty 100

TypeMomentumMulti assetHybrid

SleevesEquity 100Equity 80, debt 10, gold 10Equity 80, debt 20

Holdings202221

RebalanceEvery 4 weeksEvery 4 weeksEvery 4 weeks

Minimum capitalAbout ₹1,00,000About ₹1,25,000About ₹1,25,000

Risk bandModerately HighModerately HighModerately High

CAGR, model26.29%24.36%22.74%

Max drawdown, model−23.56%−20.96%−22.04%

Sharpe, model1.201.321.25

CAGR, Sharpe and max drawdown: Model, back tested. As of 27 Apr 2026. Minimum capital as of 8 Aug 2026; it moves with prices.

04The other tiers

Walk the tiers.

By family

4 strategiesLargeFocused Largecap 20, Largecap Hybrid, Large Cap Multi Asset and Nifty 50 Equal Weight

05Questions

The Conservative core tier,
in plain words.

What is the Conservative core tier?

The Conservative core tier is for capital you want invested through cycles, with picks from the largecap universe. It holds 3 strategies: Focused Largecap 20, Large Cap Multi Asset and Largecap Hybrid. Tiers group the 18 RupeeCase strategies by the job a slice of capital is meant to do; the risk profile uses the same grouping.

What do the back tests show for the Conservative core tier?

The 3 strategies show model CAGRs of 22.74% to 26.29% against 9.8% for the Nifty 50 TRI line, with deepest falls from 20.96% to 23.56%. Model, back tested. As of 27 Apr 2026. After charges; drawdowns of that size can happen again.

What does it take to start in the Conservative core tier?

Minimum capital runs from about ₹1,00,000 to ₹1,25,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. The fee is 0.2% of traded value per rebalance, nothing else, and the stocks stay in your own demat.

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