Large Midcap
Pure-equity momentum on India's quality tilt. Lowest drawdown pure-equity card. CAGR 40.22%.
Risk: Mod High
Universe: Nifty LargeMidCap 250 under ₹5,000
Benchmark: Nifty 50
Equity 100
40 momentum-ranked stocks from Nifty LargeMidCap 250, rebalanced every 2 weeks, no buffer sleeves. The 5-year backtest produced 442.52% cumulative against the Nifty 50's 59.62%, the highest Sharpe of any pure-equity card except Allcap (1.69 vs 1.78), and the shallowest pure-equity drawdown at 19.31%. Every full year positive. The 16.38 percentage points of CAGR you give up versus 5Paisa Alpha 5 (40.22 vs 56.60) buys you a 4.87-point shallower drawdown, half the volatility, and 40-stock diversification instead of 5.
Net Return (5Y)
+442.52%
Nifty 50: +59.62%
Alpha vs Nifty 50
+382.90%
Cumulative outperformance
CAGR
+40.22%
Nifty 50: +9.80%
Performance, Risk, Efficiency (5Y rolling)
| Metric | Strategy | Nifty 50 |
|---|
| Performance |
| Cumulative Return | 442.52% | 59.62% |
| CAGR | 40.22% | 9.80% |
| Sharpe Ratio | 1.69 | 0.73 |
| Sortino Ratio | 1.60 | 0.70 |
| Calmar Ratio | 2.08 | 0.58 |
| Risk |
| Max Drawdown | -19.31% | -16.92% |
| Volatility (Annualised) | 21.36% | 14.04% |
| Best Week | +8.62% | +6.36% |
| Worst Week | -8.36% | -6.33% |
| Efficiency |
| Win Rate | 64.37% | 57.47% |
| Avg Win | +2.43% | +1.49% |
| Avg Loss | -2.45% | -1.57% |
Configuration
Universe
Nifty LargeMidCap 250
Cost Decomposition
Gross Return
509.05%
Pre-cost
Estimated Cost
66.53%
Brokerage, STT, taxes
Net Return
442.52%
What investors realise
Year by Year Performance
Monthly Returns Heatmap (5Y)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|
Current Holdings (post 11 May 2026 rebalance) | 40 names equal-weighted
Worst 5 Drawdown Periods
| Started | Recovered | Max Drawdown | Duration (days) |
|---|
| 2024-09-27 | 2025-10-10 | -19.31% | 378 |
| 2022-04-15 | 2022-08-05 | -16.52% | 112 |
| 2022-12-23 | 2023-06-02 | -14.46% | 161 |
| 2026-03-06 | 2026-04-10 | -10.82% | 35 |
| 2021-10-22 | 2021-12-24 | -9.17% | 63 |
Key Insight
The cleanest pure-equity card on the marketplace. Highest Sharpe of any 100-percent-equity strategy except Allcap (1.69 vs 1.78), shallowest pure-equity drawdown at 19.31 percent, and every full backtest year positive. The Sep 2024 to Oct 2025 grind cost the strategy 13 months underwater, but the ride down was milder than the smaller-cap cards: a Mid-Smallcap investor watched a 26.17 percent peak-to-trough fall over the same period. Right card for an investor who wants pure-equity momentum on India's quality tilt without dropping into smaller-cap volatility bands.
Private and Confidential. Backtest results are 5-year rolling on the platform's standard methodology with all estimated charges (brokerage, STT, taxes) deducted. Net return is computed as Gross 509.05 percent minus Cost 66.53 percent equals 442.52 percent. Past performance is not indicative of future results. RupeeCase platform fee is 0.2 percent on traded value, charged only when trades execute. No subscription, no AUM fee. Market-linked products carry market risk including loss of principal. Read all scheme-related documents at invest.rupeecase.com/disclaimers before investing. This factsheet is for information only and does not constitute investment advice.