Midcap vs Midcap Smallcap
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
Growth core · CAGR 42.8%
Midcap Smallcap
40 stocks, fortnightly rotation. Pure mid and small-cap momentum.
| Metric | Midcap | Midcap Smallcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 39.31% | → | 42.75% | n/a |
| Sharpe ratio | 1.49 | → | 1.63 | 0.69 |
| Sortino ratio | 1.46 | → | 1.48 | 0.67 |
| Calmar ratio | 1.66 | → | 1.91 | 0.54 |
| Max drawdown | 24.87% | ← | 26.17% | -16.92% |
| Volatility | 25.44% | ← | 27.02% | 14.15% |
| Net return | 421.72% | → | 489.06% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹97K | → | ₹79K | n/a |
| Stocks held | 20 | 40 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP | MIDCAP - SMALLCAP | Nifty 50 | |
| Risk band | High | Moderately High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 42.75% vs 39.31%)
- Better risk-adjusted return: Midcap Smallcap (Sharpe 1.63 vs 1.49) (as of 27 Apr 2026)
- Shallower drawdown: Midcap (Max DD 24.87% vs 26.17%) (as of 27 Apr 2026)
- Lower entry: Midcap Smallcap (₹79K vs ₹97K)
Holdings overlap
2 stocks held by both · 5% overlap by name count
Shared: BHELLLOYDSME
Only in Midcap: BSESUZLONGVT&DTHERMAXMCXHUDCOCOCHINSHIPRADICONATIONALUMMAHABANKTORNTPOWERPREMIERENESAILNLCINDIAATGLBHARATFORGNAM-INDIAIDEA
Only in Midcap Smallcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPJTLINDADANIPOWERJAYNECOINDGALLANTTTDPOWERSYSPRECWIREKRNADANIGREENADANIENSOLAEROFLEXBAJAJCONEPIGRALPAISALO +18 more