Smallcap vs Microcap
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 36.8%
Smallcap
50 stocks from the Nifty Smallcap 250. Fortnightly rotation.
vs
Growth core · CAGR 36.8%
Microcap
50 stocks from the Nifty Microcap 250. The deepest cap-curve card on the lineup.
| Metric | Smallcap | Microcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 36.84% | ← | 36.82% | n/a |
| Sharpe ratio | 1.59 | ← | 1.52 | 0.69 |
| Sortino ratio | 1.45 | ← | 1.42 | 0.67 |
| Calmar ratio | 1.85 | ← | 1.52 | 0.54 |
| Max drawdown | 22.34% | ← | 26.43% | -16.92% |
| Volatility | 23.51% | ← | 24.09% | 14.15% |
| Net return | 377.31% | ← | 376.97% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹2.04L | ← | ₹2.16L | n/a |
| Stocks held | 50 | 50 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | n/a | |
| Universe | SMALLCAP | MICROCAP | Nifty 50 | |
| Risk band | Moderately High | Moderately High | Moderate | |
| Tier | Growth core | Growth core | Index benchmark |
The trade-off
- Higher growth: Smallcap (CAGR 36.84% vs 36.82%)
- Better risk-adjusted return: Smallcap (Sharpe 1.59 vs 1.52) (as of 27 Apr 2026)
- Shallower drawdown: Smallcap (Max DD 22.34% vs 26.43%) (as of 27 Apr 2026)
- Lower entry: Smallcap (₹2.04L vs ₹2.16L)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in Smallcap: HFCLWELCORPCOHANCEGALLANTTHSCLDATAPATTNSSCIELECONPNBHOUSINGACUTAASSYRMAATHERENERGNETWEBKIRLOSENGFINCABLESBANDHANBNKRRKABELANGELONEJINDALSAWENGINERSIN +28 more
Only in Microcap: STLTECHWEBELSOLARCUPIDQPOWERAPOLLOJAYNECOINDHCCTDPOWERSYSKRNAZADKIRLPNUBALAMINESJAIBALAJISKYGOLDSKIPPERLLOYDSENTPTCLLOYDSENGGDIACABSGOKULAGRO +28 more