01
Read the hole before the headline. The CAGR is the number on the way up. The drawdown is the one you actually live inside.
02
40 equal-weight names is the cushion. At roughly 2.5 percent each, no single stock can quietly unwind the whole book the way it can in a 5-name card.
03
The fortnightly rebalance is a cost line, not a trophy. It ate 12.9 percent of gross over 5 years. You still kept 40.85.
The fastest card on the shelf is worth nothing if you bail in the drawdown. The one you can actually sit through is the one that pays.
See the full Large Midcap factsheet, holdings and rolling returns.
rupeecase.com/strategies/large-midcap