Midcap vs Midcap Smallcap
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
Growth core · CAGR 49.9%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 49.92%.
| Metric | Midcap | Midcap Smallcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 41.30% | → | 49.92% | 9.80% |
| Sharpe ratio | 1.49 | → | 1.63 | 0.73 |
| Sortino ratio | 1.46 | → | 1.48 | 0.70 |
| Calmar ratio | 1.66 | → | 1.91 | 0.58 |
| Max drawdown | 24.87% | ← | 26.17% | -16.92% |
| Volatility | 25.44% | ← | 27.02% | 14.04% |
| Net return (5Y) | 463.71% | → | 658.09% | 59.62% |
| Min capital | ₹93842 | → | ₹71779 | — |
| Stocks held | 20 | 40 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP | MIDCAP - SMALLCAP | Nifty 50 | |
| Risk band | High | High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 49.92% vs 41.30%)
- Better risk-adjusted return: Midcap Smallcap (Sharpe 1.63 vs 1.49)
- Shallower drawdown: Midcap (Max DD 24.87% vs 26.17%)
- Lower entry: Midcap Smallcap (₹71779 vs ₹93842)
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