Midcap vs 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 36.8%
Smallcap
50 stocks from the Nifty Smallcap 250. Fortnightly rotation.
| Metric | Midcap | Smallcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 39.31% | ← | 36.84% | n/a |
| Sharpe ratio | 1.49 | → | 1.59 | 0.69 |
| Sortino ratio | 1.46 | ← | 1.45 | 0.67 |
| Calmar ratio | 1.66 | → | 1.85 | 0.54 |
| Max drawdown | 24.87% | → | 22.34% | -16.92% |
| Volatility | 25.44% | → | 23.51% | 14.15% |
| Net return | 421.72% | ← | 377.31% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹97K | ← | ₹2.04L | n/a |
| 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 39.31% vs 36.84%)
- Better risk-adjusted return: Smallcap (Sharpe 1.59 vs 1.49) (as of 27 Apr 2026)
- Shallower drawdown: Smallcap (Max DD 22.34% vs 24.87%) (as of 27 Apr 2026)
- Lower entry: Midcap (₹97K vs ₹2.04L)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in Midcap: BHELLLOYDSMEBSESUZLONGVT&DTHERMAXMCXHUDCOCOCHINSHIPRADICONATIONALUMMAHABANKTORNTPOWERPREMIERENESAILNLCINDIAATGLBHARATFORGNAM-INDIAIDEA
Only in Smallcap: HFCLWELCORPCOHANCEGALLANTTHSCLDATAPATTNSSCIELECONPNBHOUSINGACUTAASSYRMAATHERENERGNETWEBKIRLOSENGFINCABLESBANDHANBNKRRKABELANGELONEJINDALSAWENGINERSIN +28 more