Midcap vs 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 41.3%
Smallcap
50 stocks. Nifty Smallcap 250 universe. Fortnightly rotation. CAGR 41.26%. Sharpe 1.59.
| Metric | Midcap | Smallcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 41.30% | ← | 41.26% | 9.80% |
| Sharpe ratio | 1.49 | → | 1.59 | 0.73 |
| Sortino ratio | 1.46 | ← | 1.45 | 0.70 |
| Calmar ratio | 1.66 | → | 1.85 | 0.58 |
| Max drawdown | 24.87% | → | 22.34% | -16.92% |
| Volatility | 25.44% | → | 23.51% | 14.04% |
| Net return (5Y) | 463.71% | ← | 462.93% | 59.62% |
| Min capital | ₹93842 | ← | ₹215317 | — |
| Stocks held | 20 | 50 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | MIDCAP | SMALLCAP | Nifty 50 | |
| Risk band | High | Moderately High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Midcap (CAGR 41.30% vs 41.26%)
- Better risk-adjusted return: Smallcap (Sharpe 1.59 vs 1.49)
- Shallower drawdown: Smallcap (Max DD 22.34% vs 24.87%)
- Lower entry: Midcap (₹93842 vs ₹215317)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in Midcap: BHELLLOYDSMEBSESUZLONGVT&DTHERMAXMCXHUDCOCOCHINSHIPRADICONATIONALUMMAHABANKTORNTPOWERPREMIERENESAILNLCINDIAATGLBHARATFORGNAM-INDIAIDEA
Only in Smallcap: HFCLWELCORPCOHANCEGALLANTTHSCLDATAPATTNSSCIELECONPNBHOUSINGACUTAASSYRMAATHERENERGNETWEBKIRLOSENGFINCABLESBANDHANBNKRRKABELANGELONEJINDALSAWENGINERSIN +28 more