Midcap vs Energy Basket
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 39.3%
Midcap
20 stocks from the Nifty Midcap 150. Fortnightly rotation.
vs
Thematic satellite · CAGR 33.0%
Energy Basket
10 stocks from CNX Energy, rotated weekly. The thematic satellite.
| Metric | Midcap | Energy Basket | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 39.31% | ← | 33.04% | n/a |
| Sharpe ratio | 1.49 | ← | 1.12 | 0.69 |
| Sortino ratio | 1.46 | ← | 1.19 | 0.67 |
| Calmar ratio | 1.66 | ← | 0.87 | 0.54 |
| Max drawdown | 24.87% | ← | 39.48% | -16.92% |
| Volatility | 25.44% | ← | 30.47% | 14.15% |
| Net return | 421.72% | ← | 314.71% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹97K | → | ₹76K | n/a |
| Stocks held | 20 | 10 | 50 | |
| Rebalance cadence | 2 weeks | 1 week | n/a | |
| Universe | MIDCAP | THEMATIC | Nifty 50 | |
| Risk band | High | High | Moderate | |
| Tier | Growth core | Thematic satellite | Index benchmark |
The trade-off
- Higher growth: Midcap (CAGR 39.31% vs 33.04%)
- Better risk-adjusted return: Midcap (Sharpe 1.49 vs 1.12) (as of 27 Apr 2026)
- Shallower drawdown: Midcap (Max DD 24.87% vs 39.48%) (as of 27 Apr 2026)
- Lower entry: Energy Basket (₹76K vs ₹97K)
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