Large Midcap vs Midcap
Side-by-side comparison of two RupeeCase strategies. All numbers from a rolling 5-year backtest with all charges deducted. Past performance is not a guarantee.
Growth core · CAGR 37.6%
Large Midcap
40 stocks from the Nifty LargeMidCap 250. The quality-tilted middle path.
vs
Growth core · CAGR 39.3%
Midcap
20 stocks from the Nifty Midcap 150. Fortnightly rotation.
| Metric | Large Midcap | Midcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 37.62% | → | 39.31% | n/a |
| Sharpe ratio | 1.69 | ← | 1.49 | 0.69 |
| Sortino ratio | 1.60 | ← | 1.46 | 0.67 |
| Calmar ratio | 2.08 | ← | 1.66 | 0.54 |
| Max drawdown | 19.31% | ← | 24.87% | -16.92% |
| Volatility | 21.36% | ← | 25.44% | 14.15% |
| Net return | 391.00% | → | 421.72% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹1.93L | → | ₹97K | n/a |
| Stocks held | 40 | 20 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | EQUITY | MIDCAP | Nifty 50 | |
| Risk band | Moderately High | High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Midcap (CAGR 39.31% vs 37.62%)
- Better risk-adjusted return: Large Midcap (Sharpe 1.69 vs 1.49) (as of 27 Apr 2026)
- Shallower drawdown: Large Midcap (Max DD 19.31% vs 24.87%) (as of 27 Apr 2026)
- Lower entry: Midcap (₹97K vs ₹1.93L)
Holdings overlap
20 stocks held by both · 50% overlap by name count
Shared: BHELLLOYDSMEBSESUZLONGVT&DTHERMAXMCXRADICONATIONALUMMAHABANKPREMIERENESAILNLCINDIABHARATFORGNAM-INDIAHUDCOCOCHINSHIPTORNTPOWERATGLIDEA
Only in Large Midcap: ADANIPOWERADANIGREENADANIENSOLSIEMENSVEDLCGPOWERAUROPHARMAHINDALCONTPCGREENPFCADANIENTVBLNESTLEINDADANIPORTSENRINLODHAJSWENERGYTATAPOWERHALGODREJIND