Midcap vs Energy Basket
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
Thematic satellite · CAGR 34.4%
Energy Basket
10 stocks from CNX Energy. Weekly rotation. CAGR 34.41%. Sharpe 1.12. The thematic satellite.
| Metric | Midcap | Energy Basket | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 41.30% | ← | 34.41% | 9.80% |
| Sharpe ratio | 1.49 | ← | 1.12 | 0.73 |
| Sortino ratio | 1.46 | ← | 1.19 | 0.70 |
| Calmar ratio | 1.66 | ← | 0.87 | 0.58 |
| Max drawdown | 24.87% | ← | 39.48% | -16.92% |
| Volatility | 25.44% | ← | 30.47% | 14.04% |
| Net return (5Y) | 463.71% | ← | 338.94% | 59.62% |
| Min capital | ₹93842 | → | ₹64836 | — |
| Stocks held | 20 | 10 | 50 | |
| Rebalance cadence | 2 weeks | 1 week | n/a | |
| Universe | MIDCAP | THEMATIC | Nifty 50 | |
| Risk band | High | Very High | Moderate | |
| Tier | Growth core | Thematic satellite | Index benchmark |
The trade-off
- Higher growth: Midcap (CAGR 41.30% vs 34.41%)
- Better risk-adjusted return: Midcap (Sharpe 1.49 vs 1.12)
- Shallower drawdown: Midcap (Max DD 24.87% vs 39.48%)
- Lower entry: Energy Basket (₹64836 vs ₹93842)
Holdings overlap
5 stocks held by both · 25% overlap by name count
Shared: BHELSUZLONGVT&DTHERMAXTORNTPOWER
Only in Midcap: LLOYDSMEBSEMCXHUDCOCOCHINSHIPRADICONATIONALUMMAHABANKPREMIERENESAILNLCINDIAATGLBHARATFORGNAM-INDIAIDEA
Only in Energy Basket: ADANIPOWERADANIGREENADANIENSOLJPPOWERABB