Midcap Smallcap vs Allcap Multi Asset
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 42.8%
Midcap Smallcap
40 stocks, fortnightly rotation. Pure mid and small-cap momentum.
vs
Multi-asset core · CAGR 40.2%
Allcap Multi Asset
50 stocks, 10% debt, 10% gold. The broad-market engine with a cushion.
| Metric | Midcap Smallcap | Allcap Multi Asset | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 42.75% | ← | 40.19% | n/a |
| Sharpe ratio | 1.63 | → | 1.81 | 0.69 |
| Sortino ratio | 1.48 | → | 1.71 | 0.67 |
| Calmar ratio | 1.91 | → | 2.06 | 0.54 |
| Max drawdown | 26.17% | → | 21.32% | -16.92% |
| Volatility | 27.02% | → | 21.41% | 14.15% |
| Net return | 489.06% | ← | 438.28% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹79K | ← | ₹2.34L | n/a |
| Stocks held | 40 | 52 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP - SMALLCAP | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderate | Moderate | |
| Tier | Growth core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 42.75% vs 40.19%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.63) (as of 27 Apr 2026)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.32% vs 26.17%) (as of 27 Apr 2026)
- Lower entry: Midcap Smallcap (₹79K vs ₹2.34L)
Holdings overlap
16 stocks held by both · 33% overlap by name count
Shared: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPADANIPOWERJAYNECOINDGALLANTTTDPOWERSYSKRNADANIGREENADANIENSOLLLOYDSMELLOYDSENT
Only in Midcap Smallcap: JTLINDPRECWIREAEROFLEXBAJAJCONEPIGRALPAISALOMANINDSIDEAFORGESUNFLAGBHELCOHANCEHCCCYIENTDLMMANINFRAKIRLPNUBALAMINESJAIBALAJIHSCLKPELSCI +4 more
Only in Allcap Multi Asset: OLAELECEIELANGELONEPFOCUSNATIONALUMAVANTIFEEDLLOYDSENGGABDLTHERMAXAZADKSBATHERENERGINOXINDIADEEPAKFERTHINDCOPPERKAJARIACERTHANGAMAYLACUTAASACMESOLARKIRLOSENG +13 more