Midcap vs Allcap
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 41.3%
Midcap
20 stocks. Nifty Midcap 150 universe. Fortnightly rotation. CAGR 41.30%. Sharpe 1.49.
vs
Full-equity core · CAGR 48.5%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.46%. Highest Sharpe on the lineup at 1.78.
| Metric | Midcap | Allcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 41.30% | → | 48.46% | 9.80% |
| Sharpe ratio | 1.49 | → | 1.78 | 0.73 |
| Sortino ratio | 1.46 | → | 1.70 | 0.70 |
| Calmar ratio | 1.66 | → | 2.13 | 0.58 |
| Max drawdown | 24.87% | → | 22.71% | -16.92% |
| Volatility | 25.44% | → | 23.76% | 14.04% |
| Net return (5Y) | 463.71% | → | 621.85% | 59.62% |
| Min capital | ₹93842 | ← | ₹229500 | — |
| Stocks held | 20 | 50 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP | ALLCAP | Nifty 50 | |
| Risk band | High | Moderately High | Moderate | |
| Tier | Growth core | Full-equity core | Index benchmark |
The trade-off
- Higher growth: Allcap (CAGR 48.46% vs 41.30%)
- Better risk-adjusted return: Allcap (Sharpe 1.78 vs 1.49)
- Shallower drawdown: Allcap (Max DD 22.71% vs 24.87%)
- Lower entry: Midcap (₹93842 vs ₹229500)
Holdings overlap
6 stocks held by both · 12% overlap by name count
Shared: BHELLLOYDSMEBSESUZLONGVT&DTHERMAX
Only in Midcap: MCXHUDCOCOCHINSHIPRADICONATIONALUMMAHABANKTORNTPOWERPREMIERENESAILNLCINDIAATGLBHARATFORGNAM-INDIAIDEA
Only in Allcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPADANIPOWERJAYNECOINDGALLANTTTDPOWERSYSKRNADANIGREENADANIENSOLAZADLLOYDSENTACUTAASATHERENERGLLOYDSENGGKIRLOSENG +24 more