Smallcap vs Microcap
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%
Smallcap
50 stocks. Nifty Smallcap 250 universe. Fortnightly rotation. CAGR 41.26%. Sharpe 1.59.
vs
Growth core · CAGR 40.2%
Microcap
50 stocks. Nifty Microcap 250 universe. Fortnightly rotation. CAGR 40.22%. Sharpe 1.52.
| Metric | Smallcap | Microcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 41.26% | ← | 40.22% | 9.80% |
| Sharpe ratio | 1.59 | ← | 1.52 | 0.73 |
| Sortino ratio | 1.45 | ← | 1.42 | 0.70 |
| Calmar ratio | 1.85 | ← | 1.52 | 0.58 |
| Max drawdown | 22.34% | ← | 26.43% | -16.92% |
| Volatility | 23.51% | ← | 24.09% | 14.04% |
| Net return (5Y) | 462.93% | ← | 442.45% | 59.62% |
| Min capital | ₹215317 | → | ₹139903 | — |
| 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 41.26% vs 40.22%)
- Better risk-adjusted return: Smallcap (Sharpe 1.59 vs 1.52)
- Shallower drawdown: Smallcap (Max DD 22.34% vs 26.43%)
- Lower entry: Microcap (₹139903 vs ₹215317)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in Smallcap: HFCLWELCORPCOHANCEGALLANTTHSCLDATAPATTNSSCIELECONPNBHOUSINGACUTAASSYRMAATHERENERGNETWEBKIRLOSENGFINCABLESBANDHANBNKRRKABELANGELONEJINDALSAWENGINERSIN +28 more
Only in Microcap: STLTECHWEBELSOLARCUPIDQPOWERAPOLLOJAYNECOINDHCCTDPOWERSYSKRNAZADKIRLPNUBALAMINESJAIBALAJISKYGOLDSKIPPERLLOYDSENTPTCLLOYDSENGGDIACABSGOKULAGRO +28 more