Strategies by tier, 5 of 18

Multi asset core Risk adjusted core

The Multi asset core tier is for core capital that wants an equity engine wrapped in debt or gold sleeves. It holds 5 strategies: Dynamic Asset Allocator, Allcap Multi Asset, TotalMarket Hybrid, Large Mid Multi Asset and Large Mid Hybrid, an equity engine wrapped in debt or gold sleeves.

5strategies in the tier
33.2% to 45.2%CAGR, model, back tested
From ₹2.49Lminimum capital
Moderate to Moderately Highrisk bands

See the strategies Take the risk profile

01The strategies

5 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 HighDynamic multi asset Dynamic Asset Allocator Nifty Total Market plus debt and gold, 52 stocks, every 3 weeks CAGR, model45.18%Max DD−10.6%From₹4.76L ModerateMulti asset Allcap Multi Asset Nifty Total Market, 52 stocks, every 2 weeks CAGR, model40.47%Max DD−21.3%From₹2.81L ModerateHybrid TotalMarket Hybrid Nifty Total Market, 51 stocks, every 2 weeks CAGR, model39.53%Max DD−21.8%From₹2.81L ModerateMulti asset Large Mid Multi Asset Nifty LargeMidCap 250, 42 stocks, every 2 weeks CAGR, model34.33%Max DD−17.6%From₹2.49L ModerateHybrid Large Mid Hybrid Nifty LargeMidCap 250, 41 stocks, every 2 weeks CAGR, model33.21%Max DD−18.3%From₹2.49L

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

02Model curves

5 model curves.
One Nifty 50 line.

Dynamic Asset Allocator₹388Allcap Multi Asset₹393TotalMarket Hybrid₹384Large Mid Multi Asset₹290Large Mid Hybrid₹279Nifty 50 TRI, 9.8% CAGR line₹141

100 150 200 300

₹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

3 universes, every 2 to 3 weeks.

The 5 strategies draw on Nifty Total Market plus debt and gold, Nifty Total Market and Nifty LargeMidCap 250 and rebalance every 2 to 3 weeks. Risk bands run from Moderate to Moderately High.

Dynamic Asset AllocatorAllcap Multi AssetTotalMarket HybridLarge Mid Multi AssetLarge Mid Hybrid

UniverseNifty Total Market plus debt and goldNifty Total MarketNifty Total MarketNifty LargeMidCap 250Nifty LargeMidCap 250

TypeDynamic multi assetMulti assetHybridMulti assetHybrid

SleevesEquity, debt and gold, shifted by regimeEquity 80, debt 10, gold 10Equity 80, debt 20Equity 80, debt 10, gold 10Equity 80, debt 20

Holdings5252514241

RebalanceEvery 3 weeksEvery 2 weeksEvery 2 weeksEvery 2 weeksEvery 2 weeks

Minimum capitalAbout ₹4,75,912About ₹2,81,000About ₹2,81,000About ₹2,49,000About ₹2,49,000

Risk bandModerately HighModerateModerateModerateModerate

CAGR, model45.18%40.47%39.53%34.33%33.21%

Max drawdown, model−10.57%−21.32%−21.82%−17.60%−18.27%

Sharpe, model2.321.811.771.721.67

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

05Questions

The Multi asset core tier,
in plain words.

What is the Multi asset core tier?

The Multi asset core tier is for core capital that wants an equity engine wrapped in debt or gold sleeves. It holds 5 strategies: Dynamic Asset Allocator, Allcap Multi Asset, TotalMarket Hybrid, Large Mid Multi Asset and Large Mid 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 Multi asset core tier?

The 5 strategies show model CAGRs of 33.21% to 45.18% against 9.8% for the Nifty 50 TRI line, with deepest falls from 10.57% to 21.82%. 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 Multi asset core tier?

Minimum capital runs from about ₹2,49,000 to ₹4,75,912, 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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From the tier to the strategy.

Multi asset core.
An equity engine wrapped in debt or gold sleeves.

0.2% of traded value per rebalance. No AUM fee, no lock in. Model, back tested. As of 27 Apr 2026.