--- title: "Large Mid Multi Asset | LargeMidCap 250, Gold | RupeeCase" description: "40 Nifty LargeMidCap 250 momentum stocks with 10% LiquidCase debt and 10% GoldBees, rebalanced every 2 weeks. Own it in your demat, 0.2% per rebalance." source_url: "https://www.rupeecase.com/strategies/largemid-multi-asset" --- Multi asset, Nifty LargeMidCap 250 # Large Mid Multi Asset Nifty LargeMidCap 250 momentum, debt and gold 40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250. **Written for** investors who want a balanced equity tilt with a built-in volatility cushion. **Moderate** risk band [Invest in Large Mid Multi Asset](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) [Compare head to head](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) 01At a glance ## Large Mid Multi Asset in four numbers. CAGR**34.33%**Model, back tested Max drawdown**−17.60%**Model, back tested Minimum investment**₹2.49L**About ₹2,49,000 Fee per rebalance**0.2%**Of traded value, nothing else Large Mid Multi Asset, model**₹471**Nifty 50 TRI, 9.80% CAGR line**₹162** 150 200 300 ₹100 in the model in May 2021 became ₹471 by Jul 2026; the Nifty 50 TRI line reached ₹162. Model, back tested. As of 27 Apr 2026. After charges, log scale. Not a promise of future returns. 02Three steps ## Compare. Validate. Invest. 1. ### Invest Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money. [Invest in Large Mid Multi Asset](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) 2. ### Invest Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money. [Invest in Large Mid Multi Asset](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) 3. ### Invest Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money. [Invest in Large Mid Multi Asset](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) 03Factsheet ## Large Mid Multi Asset factsheet Every figure behind the four numbers, in seven parts. Return figures are model, back tested and after charges; each block names its date. Print [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/largemid-multi-asset) Performance Holdings and sectors Rebalances Risk metrics Methodology Costs Documents ### PerformanceYears, months, rolling returns, falls, the stress test ### Performance #### Calendar year returns * 2021from May**+26.8%** * 2022**+39.2%** * 2023**+59.6%** * 2024**+41.9%** * 2025**+10.1%** * 2026to May**+7.8%** Model, back tested, after charges, 2021 to May 2026. Not a promise of future returns. #### What an amount would have become One time Every month Amount, ₹ You put in₹2,49,000 Model value Gain Model, back tested: the published monthly model returns after charges, May 2021 to May 2026 (61 months). A back test, not a promise of future returns. #### Stress test: drag through the falls Move across the record to read how far the model sat below its last peak, and how long it took to climb back. Month**Feb 2025** Below the last peak**−16.9%** Back to the peak Model value, log scaleBelow the last peak Month on the record Deepest falls, daily record **−17.6%**Sep 2024, 350 days to recover **−14.3%**Apr 2022, 112 days to recover **−12.2%**Dec 2022, 154 days to recover **−11.2%**Mar 2026, 35 days to recover Model, back tested. As of 27 Apr 2026. The scrub reads month end model values from May 2021 to Jul 2026, so its falls read shallower than the daily figures on the buttons; days are counted between month ends. Drawdowns of similar size can happen again. Moderate risk band. #### Monthly returns | Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2021 | Janno data | Febno data | Marno data | Aprno data | May0.7 | Jun3.1 | Jul6.9 | Aug2.1 | Sep5.9 | Oct0.5 | Nov−3.2 | Dec8.5 | Year+26.8% | | 2022 | Jan1.1 | Feb−4.1 | Mar8.0 | Apr3.8 | May−5.5 | Jun−3.0 | Jul9.4 | Aug3.9 | Sep−0.9 | Oct6.0 | Nov8.8 | Dec7.4 | Year+39.2% | | 2023 | Jan−8.3 | Feb−2.7 | Mar2.0 | Apr7.8 | May1.0 | Jun8.0 | Jul6.0 | Aug5.0 | Sep10.7 | Oct−2.4 | Nov11.2 | Dec11.6 | Year+59.6% | | 2024 | Jan9.2 | Feb4.3 | Mar−0.5 | Apr6.7 | May9.3 | Jun4.2 | Jul4.5 | Aug0.7 | Sep−0.4 | Oct−5.4 | Nov1.4 | Dec2.6 | Year+41.9% | | 2025 | Jan−10.1 | Feb−5.7 | Mar7.4 | Apr3.6 | May5.9 | Jun2.9 | Jul−4.0 | Aug2.1 | Sep1.2 | Oct4.6 | Nov2.4 | Dec0.9 | Year+10.1% | | 2026 | Jan−1.8 | Feb7.5 | Mar−10.2 | Apr12.6 | May1.0 | Junno data | Julno data | Augno data | Sepno data | Octno data | Novno data | Decno data | Year to date+7.8% | Model, back tested, after charges. Each cell is one calendar month, in percent. Not a promise of future returns. #### Rolling returns ##### Any 1 year Worst−2.6% Median+26.6% Best+113.0% Positive96%of 51 windows Return over each 12 month window. ##### Any 3 years Worst+33.4% Median+41.4% Best+55.1% Positive100%of 27 windows CAGR over each 36 month window. Model, back tested, from the month end model values, May 2021 to Jul 2026. Not a promise of future returns. #### Deepest falls 1. **−7.71%**23 Feb 2024 to 29 Mar 2024*35 days* 2. **−7.71%**23 Feb 2024 to 29 Mar 2024*35 days* 3. **−7.71%**23 Feb 2024 to 29 Mar 2024*35 days* 4. **−7.71%**23 Feb 2024 to 29 Mar 2024*35 days* 5. **−7.71%**23 Feb 2024 to 29 Mar 2024*35 days* Model, back tested, daily record over rolling 5 years: from the peak to the low, and the days until the record was back at that peak. ### Holdings and sectors42 holdings, 8 sectors ### Holdings and sectors #### 42 holdings * Equity**70%** * Debt**10%** * Gold**10%** * LIQUIDCASE**10.0%***Debt* * GOLDBEES**9.9%***Gold* * ADANIPOWER**2.0%** * SUZLON**2.0%** * COCHINSHIP**2.0%** * ADANIENT**2.0%** * MAHABANK**2.0%** * IDEA**2.0%** * NTPCGREEN**2.0%** * TATAPOWER**2.0%** * BHEL**1.9%** * HUDCO**1.9%** * NATIONALUM**1.9%** * PREMIERENE**1.9%** * SAIL**1.9%** * VBL**1.9%** * NLCINDIA**1.9%** * VEDL**1.9%** * ATGL**1.9%** * THERMAX**1.8%** * AUROPHARMA**1.8%** * JSWENERGY**1.8%** * HAL**1.8%** * GVT&D**1.7%** * TORNTPOWER**1.7%** * CGPOWER**1.7%** * NESTLEIND**1.7%** * NAM-INDIA**1.7%** * HINDALCO**1.7%** * LODHA**1.7%** * GODREJIND**1.7%** * PFC**1.7%** * ADANIGREEN**1.6%** * ADANIENSOL**1.6%** * BHARATFORG**1.6%** * BSE**1.5%** * LLOYDSME**1.4%** * RADICO**1.4%** * SIEMENS**1.4%** * ADANIPORTS**1.4%** * MCX**1.3%** * ENRIN**1.2%** [Live quantities, prices and book values are in the app](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock. #### Sector allocation * Other, not yet mapped**30.6%** * Power & Utilities**23.7%** * Capital Goods**13.9%** * Banking & Financial**11.7%** * Metals & Mining**10.6%** * FMCG & Consumer**4.7%** * Pharma & Healthcare**2.6%** * Auto & Components**2.3%** 8 sectors in the equity sleeve; the largest mapped sector is Power & Utilities at 23.7%, and 30.6% of the sleeve is not yet in the sector map. 40-stock large-midcap universe with significant metals, power, financials, and industrial tilt. Sector map curated against NSE listings. #### Sector weight by year | Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now | | --- | --- | --- | --- | --- | --- | --- | --- | | Other, not yet mapped | 74 | 70 | 69 | 72 | 76 | 34 | 30 | | Power & Utilities | 8 | 10 | 8 | 6 | 4 | 10 | 23 | | Capital Goods | 4 | 6 | 5 | 5 | 5 | 6 | 15 | | Banking & Financial | 4 | 6 | 10 | 6 | 9 | 19 | 13 | | Metals & Mining | 7 | 3 | 2 | 5 | 3 | 16 | 10 | | FMCG & Consumer | 2 | 3 | 2 | 1 | 1 | 3 | 5 | | Pharma & Healthcare | 0 | 0 | 2 | 2 | 1 | 4 | 3 | | Auto & Components | 0 | 0 | 1 | 1 | 1 | 5 | 3 | | Energy & Oil & Gas | 1 | 2 | 1 | 1 | 0 | 3 | out | | Realty & Construction | 1 | 0 | 0 | 1 | 0 | 0 | out | 170 published rebalances, 10 sectors touched, 8 held on the latest list (8 May 2026). Each cell is the average weight that year, equal weighted at the stock level; darker is a higher weight. ### Rebalances170 published, latest 8 May 2026 ### Rebalances #### The rebalance record published rebalances170 first in the record14 May 2021 26 a yearEvery 2 weeks latest published8 May 2026 Rebalances run on a fixed calendar; you approve each one before your broker places the orders. #### Latest rebalance, 8 May 2026 Against the list of 1 May 2026: **15 in**, **15 out**, 27 held, 42 on the list. ##### In * HUDCO * COCHINSHIP * ADANIENT * TORNTPOWER * VBL * ATGL * NESTLEIND * ADANIPORTS * IDEA * ENRIN * LODHA * JSWENERGY * TATAPOWER * HAL * GODREJIND ##### Out * DMART * NIACL * SHRIRAMFIN * LAURUSLABS * FEDERALBNK * TATASTEEL * OBEROIRLTY * HINDZINC * JINDALSTEL * UNIONBANK * AUBANK * TITAN * INDIANB * NMDC * TATAINVEST ##### Held * BHEL * ADANIPOWER * ADANIGREEN * ADANIENSOL * LLOYDSME * BSE * SUZLON * GVT&D * THERMAX * MCX * RADICO * NATIONALUM * MAHABANK * PREMIERENE * SAIL * NLCINDIA * SIEMENS * VEDL * CGPOWER * BHARATFORG * NAM-INDIA * AUROPHARMA * HINDALCO * NTPCGREEN * PFC * GOLDBEES * LIQUIDCASE Model portfolio, back tested rebalance record. Entered plus held is that date's list size, which can differ from the 42 stock target. Tickers are not recommendations. #### Recent rebalances | Date | On the list | In | Out | | --- | --- | --- | --- | | 8 May 2026 | 42 | +15 | −15 | | 1 May 2026 | 42 | 0 | 0 | | 24 Apr 2026 | 42 | +14 | −14 | | 17 Apr 2026 | 42 | 0 | 0 | | 10 Apr 2026 | 42 | +7 | −7 | | 3 Apr 2026 | 42 | 0 | 0 | | 27 Mar 2026 | 42 | +10 | −10 | | 20 Mar 2026 | 42 | 0 | 0 | | 13 Mar 2026 | 42 | +7 | −7 | | 6 Mar 2026 | 42 | 0 | 0 | | 27 Feb 2026 | 42 | +10 | −10 | | 20 Feb 2026 | 42 | 0 | 0 | [Every rebalance with its names](/rebalance/largemid-multi-asset/)[Rebalance history, CSV](/data/rebalances/largemid-multi-asset.csv) Names on the list, names in and names out at each date; the history page and the CSV have every name. #### Sector shifts of 10 points or more 1. 6 Jun 2025Other, not yet mapped **−10 pts** 2. 6 Jun 2025Other, not yet mapped **−10 pts** 3. 6 Jun 2025Other, not yet mapped **−10 pts** 4. 6 Jun 2025Other, not yet mapped **−10 pts** 5. 6 Jun 2025Other, not yet mapped **−10 pts** 6. 6 Jun 2025Other, not yet mapped **−10 pts** 6 such shifts in 170 rebalances; the latest six. Equity sleeve, equal weighted at the stock level. ### Risk metricsSharpe 1.72, volatility 19.13% ### Risk metrics #### Large Mid Multi Asset against the Nifty 50 | Metric | Large Mid Multi Asset | Nifty 50 | | --- | --- | --- | | Sharpe ratio | 1.72 | 0.73 | | Sortino ratio | 1.63 | 0.70 | | Calmar ratio | 2.07 | 0.58 | | Volatility, a year | 19.13% | 14.04% | | Max drawdown | −17.60% | −16.92% | | Best week | +8.10% | +6.36% | | Worst week | −7.72% | −6.33% | | Weeks up | 64.37% | 57.47% | | Average up week | +2.19% | +1.49% | | Average down week | −2.18% | −1.57% | Model, back tested, after charges. Weekly figures over the rolling 5 years window to 27 Apr 2026; the Nifty 50 over the same window. Not a promise of future returns. #### Risk band **Moderate** on a scale from Low to Very High Deepest model fall−17.60% Time horizon5 years or longer. Drawdowns of 18% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here. ##### Walk the risk band Already at the conservative end of the lineup. [One step bolder (Moderately High)Large MidcapCAGR 37.8%, Sharpe 1.69, max drawdown −19.3%](/strategies/large-midcap) CAGR, Sharpe and max drawdown on the cards: Model, back tested. As of 27 Apr 2026. [Take the risk profile](/risk-profile) to see which bands sit within yours. ### MethodologyNifty LargeMidCap 250, every 2 weeks ### Methodology #### How it works 1. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 42 are sold; new entrants are bought. The full list is published at every rebalance. 2. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 42 are sold; new entrants are bought. The full list is published at every rebalance. 3. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 42 are sold; new entrants are bought. The full list is published at every rebalance. 4. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 42 are sold; new entrants are bought. The full list is published at every rebalance. #### Configuration UniverseNifty LargeMidCap 250 TypeMulti asset SleevesEquity 80, debt 10, gold 10 Holdings42 RebalanceEvery 2 weeks, 26 a year Max stock price₹5,000 Risk bandModerate BenchmarkNifty 50; charts draw the Nifty 50 TRI as a CAGR line Minimum capitalAbout ₹2,49,000 Back test from7 May 2021 Metrics windowRolling 5 years PricesNSE BhavCopy; the back test deducts brokerage, STT, exchange charges and GST #### Why Large Mid Multi Asset Where the models run Same overlay as Allcap Multi Asset (Eq 80 / Debt 10 / Gold 10), but on the LargeMidCap 250 universe instead of the Nifty Total Market. Drawdown control is the design brief. The narrower equity universe, the top 250 names by market cap, trades some of the broad-market engine for steadier underlying names, and the debt and gold sleeves take the edge off whatever equity drawdowns remain. Two layers of cushioning on one card. When equity regimes turn hostile, this card is built to give back less than its pure-equity twin. The sleeves cannot cancel a drawdown. They shrink it. The lived experience of this card is a large and mid-cap equity sleeve with debt and gold sleeves alongside it. For an investor who wants the LargeMidCap 250 universe with debt and gold sleeves for drawdown control, 40 stocks rotated every 2 weeks is the only card on the lineup that combines them. Sized as the core sleeve of a moderate-risk portfolio. ##### Key takeaways * LargeMidCap 250 momentum with an 80/10/10 multi-asset overlay * Two cushions: a large and mid-cap universe plus debt and gold sleeves * Designed for drawdown control first, momentum capture second * The core sleeve of a moderate-risk portfolio A description of the strategy, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser. #### Who it is written for Written forInvestors who want a balanced equity tilt with a built-in volatility cushion CapitalAbout ₹2,49,000, one share of every holding at recent prices. More capital buys more of each holding and tracks the model weights more closely. #### How the rule was built Machine learning is used in research to search and optimise the model behind each strategy: which signals rank the universe, how many names to hold and how often to rebalance, tested out of sample. The rule that ships is then frozen and published, so the live strategy is a fixed, readable algorithm, not a black box that changes on its own. [The engine, tick by tick execution data and the audit trail](/technology) #### Learn the mechanics * [Modern portfolio theorywhy multi asset cushions help](/learn/path-4/module-4-1-modern-portfolio-theory) * [Risk managementhow the debt and gold sleeves work](/learn/path-4/module-4-5-risk-management) * [Combining factorsthe multi asset construction recipe](/learn/path-3/module-3-6-combining-factors-multi-factor-construction) * [Momentum factorthe engine behind these strategies](/learn/path-3/module-3-1-momentum-factor-deep-dive) Free modules from the RupeeCase Learn library. No sign up. ### Costs0.2% of traded value per rebalance ### Costs #### One fee per rebalance **0.2%**of traded value, charged only when a rebalance trades * No subscription, no AUM fee, no performance fee. * No lock in: the stocks sit in your own demat and you can sell any day the market is open. * Broker side charges (brokerage, STT, exchange charges, GST) are separate and paid to your broker. #### A year on the minimum Minimum capital₹2,49,000 Rebalances a year26, every 2 weeks Book traded each time30%, an assumption Platform fee a year, about₹3,8801.56% of capital Higher turnover or more capital raises the fee in proportion. #### Costs inside the back test Gross return+427.52%before costs Estimated costs−53.29 ptsbrokerage, STT and taxes Net return+374.23%after costs Nifty 50, same window+59.62%cumulative Model, back tested, cumulative over the rolling 5 years window to 27 Apr 2026. Net is gross minus estimated costs, as on the current factsheet. Not a promise of future returns. #### Work it out for your amount [Fee calculator](/fee-calculator)[Pricing, with a worked example](/pricing) ### DocumentsPrint, PDF factsheet, rebalance CSV ### Documents #### Download and print * **Print this factsheet**Or save it as a PDF from the print dialog. Every section above, on clean pages. * [Download the PDF factsheetThe two page factsheet on the current site; enter your email to have a copy sent.](https://www.rupeecase.com/strategies/factsheets/largemid-multi-asset) * [Rebalance history, CSVEvery published list, 170 rebalances, 14 May 2021 to 8 May 2026.](/data/rebalances/largemid-multi-asset.csv) * [Rebalance history pageEach rebalance with what came in and what went out.](/rebalance/largemid-multi-asset/) * [This strategy as plain textMarkdown, for reading tools and AI assistants.](/strategies/largemid-multi-asset.md) * [DisclaimersHow the model figures are made and what they are not.](/disclaimers) RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost. 04Questions ## Before you commit capital. ### What is the Large Mid Multi Asset strategy? 40 equity stocks plus LiquidCase and GoldBees. 80/10/10 multi-asset on the LargeMidCap 250. It selects the top 42 momentum names from Nifty LargeMidCap 250 and rebalances every 2 weeks. ### What is the minimum investment for Large Mid Multi Asset? About ₹2,49,000, enough to hold one share of every name in the current book at recent prices. The figure moves with the prices of the holdings. ### How does Large Mid Multi Asset compare to the Nifty 50? Large Mid Multi Asset shows a model CAGR of 34.33% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.72. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns. ### What is the worst drawdown Large Mid Multi Asset has experienced? 17.60% peak to trough in the model record. The deepest period ran 350 days, from 27 Sep 2024 to 12 Sep 2025. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it. ### What are the fees on Large Mid Multi Asset? 0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. On the minimum capital of ₹2,49,000, the platform fee works out to about ₹3,880 a year (1.56% of capital). Assumptions: 26 rebalances a year (every 2 weeks), 30% of the book traded at each rebalance, 0.2% of traded value. Higher turnover or more capital raises the fee in proportion. Broker side charges (brokerage, STT, exchange charges, GST) are separate. ### Can I exit Large Mid Multi Asset at any time? Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform. 05Same family ## Large and mid: Nifty LargeMidCap 250, Alpha 50. [All 18 strategies](/strategies/#sxPick) [Moderately HighMomentum Large Midcap Nifty LargeMidCap 250, 40 stocks, every 2 weeks CAGR, model37.83%Max DD−19.3%From₹1.99L Moderately High risk, momentum](/strategies/large-midcap) [ModerateHybrid Large Mid Hybrid Nifty LargeMidCap 250, 41 stocks, every 2 weeks CAGR, model33.21%Max DD−18.3%From₹2.49L Moderate risk, hybrid](/strategies/large-mid-hybrid) [Very HighMomentum 5Paisa Focused Alpha 5 Nifty Alpha 50, 5 stocks, every 3 weeks CAGR, model54.08%Max DD−24.2%From₹22K Very High risk, momentum](/strategies/5paisa-focused-alpha-5) CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026. ### Compare Large Mid Multi Asset with * [vsAllcap Multi AssetCAGR 40.5%, Sharpe 1.81](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) * [vsLarge Mid HybridCAGR 33.2%, Sharpe 1.67](/strategies/compare/large-mid-hybrid-vs-largemid-multi-asset) Explore next ## Go deeper on this strategy. * [Free module 6.9Gold, Commodities, and International Investing for Indian Investors8 min read](/learn/path-6/module-6-9-gold-commodities-international) * [TierMulti asset core tier strategies5 strategies grouped by job](/strategies/by-tier/multi-asset) * [CalculatorRetirement plannerFree, with the formula and a worked example](/learn/tools/retirement-calculator) * [Blog noteThe shallow fall compoundsStrategy notes, a short note](/blog/2026-07-28-evening-shallow-fall-compounds/) * [Blog noteLarge Mid Multi Asset: the card that finished 2025 greenStrategy notes, a short note](/blog/2026-06-27-evening-largemid-multi-asset/) * [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods) Ready when you are ## Large Mid Multi Asset 34.33% CAGR, model, back tested. About ₹2.49L to start. Every 2 weeks, you approve each one. [Invest in Large Mid Multi Asset](https://invest.rupeecase.com/signup?strategy=largemid-multi-asset) [Compare head to head](/strategies/compare/allcap-multi-asset-vs-largemid-multi-asset) 0.2% of traded value per rebalance. No AUM fee, no lock in. Line behind: the Large Mid Multi Asset model record, after charges, as of 27 Apr 2026. Not a promise of future returns.