Midcap Smallcap vs Large 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 49.9%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 49.92%.
vs
Growth core · CAGR 40.2%
Large Midcap
40 stocks. Nifty LargeMidCap 250 universe. Fortnightly rotation. CAGR 40.22%. Sharpe 1.69.
| Metric | Midcap Smallcap | Large Midcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 49.92% | ← | 40.22% | 9.80% |
| Sharpe ratio | 1.63 | → | 1.69 | 0.73 |
| Sortino ratio | 1.48 | → | 1.60 | 0.70 |
| Calmar ratio | 1.91 | → | 2.08 | 0.58 |
| Max drawdown | 26.17% | → | 19.31% | -16.92% |
| Volatility | 27.02% | → | 21.36% | 14.04% |
| Net return (5Y) | 658.09% | ← | 442.52% | 59.62% |
| Min capital | ₹71779 | ← | ₹201756 | — |
| Stocks held | 40 | 40 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP - SMALLCAP | EQUITY | Nifty 50 | |
| Risk band | High | Moderately High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 49.92% vs 40.22%)
- Better risk-adjusted return: Large Midcap (Sharpe 1.69 vs 1.63)
- Shallower drawdown: Large Midcap (Max DD 19.31% vs 26.17%)
- Lower entry: Midcap Smallcap (₹71779 vs ₹201756)
Holdings overlap
5 stocks held by both · 13% overlap by name count
Shared: ADANIPOWERADANIGREENADANIENSOLLLOYDSMEBHEL
Only in Midcap Smallcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPJTLINDJAYNECOINDGALLANTTTDPOWERSYSPRECWIREKRNAEROFLEXBAJAJCONEPIGRALPAISALOLLOYDSENTMANINDSIDEAFORGE +15 more
Only in Large Midcap: BSESUZLONGVT&DTHERMAXMCXRADICONATIONALUMMAHABANKPREMIERENESAILNLCINDIASIEMENSVEDLCGPOWERBHARATFORGNAM-INDIAAUROPHARMAHINDALCONTPCGREENPFC +15 more