Midcap Smallcap vs Large 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 42.8%
Midcap Smallcap
40 stocks, fortnightly rotation. Pure mid and small-cap momentum.
vs
Growth core · CAGR 37.6%
Large Midcap
40 stocks from the Nifty LargeMidCap 250. The quality-tilted middle path.
| Metric | Midcap Smallcap | Large Midcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 42.75% | ← | 37.62% | n/a |
| Sharpe ratio | 1.63 | → | 1.69 | 0.69 |
| Sortino ratio | 1.48 | → | 1.60 | 0.67 |
| Calmar ratio | 1.91 | → | 2.08 | 0.54 |
| Max drawdown | 26.17% | → | 19.31% | -16.92% |
| Volatility | 27.02% | → | 21.36% | 14.15% |
| Net return | 489.06% | ← | 391.00% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹79K | ← | ₹1.93L | n/a |
| Stocks held | 40 | 40 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP - SMALLCAP | EQUITY | Nifty 50 | |
| Risk band | Moderately High | Moderately High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 42.75% vs 37.62%)
- Better risk-adjusted return: Large Midcap (Sharpe 1.69 vs 1.63) (as of 27 Apr 2026)
- Shallower drawdown: Large Midcap (Max DD 19.31% vs 26.17%) (as of 27 Apr 2026)
- Lower entry: Midcap Smallcap (₹79K vs ₹1.93L)
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