Large Midcap vs Midcap
Side-by-side comparison of two RupeeCase strategies. All numbers from a 5-year backtest with all charges deducted. Past performance is not a guarantee.
Growth core · CAGR 40.2%
Large Midcap
40 stocks. Nifty LargeMidCap 250 universe. Fortnightly rotation. CAGR 40.22%. Sharpe 1.69.
vs
Growth core · CAGR 41.3%
Midcap
20 stocks. Nifty Midcap 150 universe. Fortnightly rotation. CAGR 41.30%. Sharpe 1.49.
| Metric | Large Midcap | Midcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 40.22% | → | 41.30% | 9.80% |
| Sharpe ratio | 1.69 | ← | 1.49 | 0.73 |
| Sortino ratio | 1.60 | ← | 1.46 | 0.70 |
| Calmar ratio | 2.08 | ← | 1.66 | 0.58 |
| Max drawdown | 19.31% | ← | 24.87% | -16.92% |
| Volatility | 21.36% | ← | 25.44% | 14.04% |
| Net return (5Y) | 442.52% | → | 463.71% | 59.62% |
| Min capital | ₹201756 | → | ₹93842 | — |
| 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 41.30% vs 40.22%)
- Better risk-adjusted return: Large Midcap (Sharpe 1.69 vs 1.49)
- Shallower drawdown: Large Midcap (Max DD 19.31% vs 24.87%)
- Lower entry: Midcap (₹93842 vs ₹201756)
Holdings overlap
20 stocks held by both · 50% overlap by name count
Shared: BHELLLOYDSMEBSESUZLONGVT&DTHERMAXMCXRADICONATIONALUMMAHABANKPREMIERENESAILNLCINDIABHARATFORGNAM-INDIAHUDCOCOCHINSHIPTORNTPOWERATGLIDEA
Only in Large Midcap: ADANIPOWERADANIGREENADANIENSOLSIEMENSVEDLCGPOWERAUROPHARMAHINDALCONTPCGREENPFCADANIENTVBLNESTLEINDADANIPORTSENRINLODHAJSWENERGYTATAPOWERHALGODREJIND