Midcap Smallcap vs Allcap Multi Asset
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 49.9%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 49.92%.
vs
Multi-asset core · CAGR 43.9%
Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.91%. Sharpe 1.81, highest on the lineup.
| Metric | Midcap Smallcap | Allcap Multi Asset | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 49.92% | ← | 43.91% | 9.80% |
| Sharpe ratio | 1.63 | → | 1.81 | 0.73 |
| Sortino ratio | 1.48 | → | 1.71 | 0.70 |
| Calmar ratio | 1.91 | → | 2.06 | 0.58 |
| Max drawdown | 26.17% | → | 21.32% | -16.92% |
| Volatility | 27.02% | → | 21.41% | 14.04% |
| Net return (5Y) | 658.09% | ← | 517.70% | 59.62% |
| Min capital | ₹71779 | ← | ₹291975 | — |
| Stocks held | 40 | 49 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP - SMALLCAP | EQUITY | Nifty 50 | |
| Risk band | High | Moderate | Moderate | |
| Tier | Growth core | Multi-asset core | Index benchmark |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 49.92% vs 43.91%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.81 vs 1.63)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.32% vs 26.17%)
- Lower entry: Midcap Smallcap (₹71779 vs ₹291975)
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