---
title: "Large Midcap Momentum | Nifty LargeMidCap 250 | RupeeCase"
description: "40 momentum stocks from the Nifty LargeMidCap 250, equal weight, rotated every 2 weeks. A rules based index in your own demat, 0.2% per rebalance."
source_url: "https://www.rupeecase.com/strategies/large-midcap"
---

Momentum, Nifty LargeMidCap 250

# Large Midcap momentum strategy

          Large Midcap is a RupeeCase index that holds 40 stocks from the Nifty LargeMidCap 250, ranked by price momentum, rebalanced every 2 weeks. Model CAGR 37.8% (back tested, as of 27 Apr 2026), minimum about ₹1,99,000 (as of 8 Aug 2026), moderately high risk band.

          40 stocks from the Nifty LargeMidCap 250. The large and mid-cap middle path.

          **Moderately High** risk band

            [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=large-midcap)
            [Compare Large Midcap](/strategies/compare/midcap-smallcap-vs-large-midcap)

          Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name.

          01At a glance

## What has Large Midcap returned in the back test?

          Model, back tested, as of 27 Apr 2026: 37.83% a year since May 2021 after charges, with a deepest fall of −19.31%, against 9.80% for the Nifty 50 TRI line. Not a promise of future returns.

          CAGR**37.83%**Model, back tested

          Max drawdown**−19.31%**Model, back tested

          Minimum investment**₹1.99L**About ₹1,99,000

          Fee per rebalance**0.2%**Of traded value, nothing else

          Large Midcap, model**₹538**Nifty 50 TRI, 9.80% CAGR line**₹162**

            150
            200
            300
            500

        ₹100 in May 2021 became ₹538 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale.

## How much of Large Midcap is in Power & Utilities?

          24% of the equity names on the latest model list (11 May 2026): 9 of 40 names, at rebalance day weights. Capital Goods is next at 14%. Model portfolio, not a recommendation.

          02Three steps

## Compare. Validate. Invest.

          1.
### Compare
Against the other 17 strategies, and funds, PMS and AIF.

[Compare strategies](/compare)

          2.
### Validate the back test
Every year, fall, holding and rebalance, in the factsheet.

Open the factsheet

          3.
### Invest
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.

[Invest in Large Midcap](https://invest.rupeecase.com/signup?strategy=large-midcap)

### Invest, screen by screen

            Watch the walkthrough, 2:36

1.

1Each strategy page shows its model history and the Invest bar with the minimum.
2.

2The sheet opens with the minimum as the amount; Use minimum puts it back.
3.

3Practice follows the strategy with no real broker order.
4.

4Live shows your broker cash and asks for your consent before any order.

          Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration.

            03Factsheet

## Large Midcap factsheet

            Model, back tested, after charges; each block names its date.

            Print
            [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/large-midcap)

          Performance
          Holdings and sectors
          Rebalances
          Risk metrics
          Methodology
          Costs
          Documents

### Performance6 years, 61 months

### Performance

#### Calendar year returns

* 2021from May**+33.6%**
* 2022**+45.2%**
* 2023**+66.7%**
* 2024**+44.6%**
* 2025**+7.5%**
* 2026to May**+7.8%**

              Model, back tested, after charges, 2021 to May 2026.

#### What an amount would have become

                  One time
                  Every month

                Amount, ₹

                  You put in₹1,99,000

                  Model value

                  Gain

              Model, back tested monthly returns after charges, May 2021 to May 2026 (61 months).

#### Stress test: drag through the falls

                  Month**Feb 2025**

                  Below the last peak**−18.7%**

                  Back to the peak

                  Model value, log scaleBelow the last peak

                Month on the record

                  Deepest falls, daily record
                  **−19.3%**Sep 2024, 378 days to recover
                  **−16.5%**Apr 2022, 112 days to recover
                  **−14.5%**Dec 2022, 161 days to recover
                  **−10.8%**Mar 2026, 35 days to recover

              Exact dates of the deepest falls
1. **−19.31%**27 Sep 2024 to 10 Oct 2025*378 days*
2. **−16.52%**15 Apr 2022 to 5 Aug 2022*112 days*
3. **−14.46%**23 Dec 2022 to 2 Jun 2023*161 days*
4. **−10.82%**6 Mar 2026 to 10 Apr 2026*35 days*
5. **−9.17%**22 Oct 2021 to 24 Dec 2021*63 days*

Daily model record over rolling 5 years: peak to low, and days until back at that peak.

              Model, back tested. As of 27 Apr 2026. Month end values, May 2021 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again.

#### Monthly returns

| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 2021 | no data | no data | no data | no data | 0.7 | 4.4 | 8.3 | 2.7 | 7.4 | 0.3 | −3.9 | 10.3 | +33.6% |
| 2022 | 1.4 | −5.3 | 9.4 | 4.6 | −6.4 | −3.5 | 11.1 | 4.6 | −1.0 | 7.0 | 9.8 | 8.2 | +45.2% |
| 2023 | −9.7 | −2.9 | 1.7 | 8.9 | 1.2 | 9.5 | 6.7 | 5.7 | 12.1 | −3.0 | 12.3 | 12.6 | +66.7% |
| 2024 | 10.1 | 4.6 | −1.0 | 7.0 | 10.1 | 4.4 | 4.9 | 0.6 | −0.6 | −5.9 | 1.6 | 2.8 | +44.6% |
| 2025 | −11.1 | −6.4 | 7.6 | 3.7 | 6.3 | 3.2 | −4.4 | 1.9 | 0.7 | 4.7 | 2.2 | 0.5 | +7.5% |
| 2026 | −2.5 | 7.2 | −10.3 | 13.7 | 1.2 | no data | no data | no data | no data | no data | no data | no data | +7.8% |

              Model, back tested, after charges; one calendar month per cell, in percent.

#### Rolling returns

##### Any 1 year, return
Worst−4.3%
Median+31.7%
Best+128.0%
Positive94%of 51 windows

##### Any 3 years, CAGR
Worst+34.5%
Median+45.2%
Best+62.8%
Positive100%of 27 windows

              Model, back tested, month end values, May 2021 to Jul 2026.

### Holdings and sectors40 holdings, 8 sectors

### Holdings and sectors

#### 40 holdings

* Equity**87%**

* SUZLON**2.5%**
* MAHABANK**2.5%**
* NTPCGREEN**2.5%**
* COCHINSHIP**2.5%**
* ADANIENT**2.5%**
* IDEA**2.5%**
* BHEL**2.4%**
* ADANIPOWER**2.4%**
* NATIONALUM**2.4%**
* PREMIERENE**2.4%**
* SAIL**2.4%**
* NLCINDIA**2.4%**
* VEDL**2.4%**
* HUDCO**2.4%**
* VBL**2.4%**
* ATGL**2.4%**
* TATAPOWER**2.4%**
* THERMAX**2.3%**
* JSWENERGY**2.3%**
* HAL**2.3%**
* AUROPHARMA**2.2%**
* NESTLEIND**2.2%**
* LODHA**2.2%**
* GODREJIND**2.2%**
* GVT&D**2.1%**
* CGPOWER**2.1%**
* NAM-INDIA**2.1%**
* HINDALCO**2.1%**
* ADANIGREEN**2.0%**
* ADANIENSOL**2.0%**
* PFC**2.0%**
* TORNTPOWER**2.0%**
* BSE**1.9%**
* BHARATFORG**1.9%**
* LLOYDSME**1.7%**
* RADICO**1.7%**
* SIEMENS**1.7%**
* ADANIPORTS**1.7%**
* MCX**1.6%**
* ENRIN**1.5%**

              Live quantities and prices are in the app. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=large-midcap)

              Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation.

#### Sector allocation

* Other, not yet mapped**30.8%**
* Power & Utilities**23.7%**
* Capital Goods**13.8%**
* Banking & Financial**11.6%**
* Metals & Mining**10.7%**
* FMCG & Consumer**4.7%**
* Pharma & Healthcare**2.5%**
* Auto & Components**2.2%**

              8 sectors in the equity sleeve; 30.8% not yet in the sector map. 40-stock large-midcap universe with heavy metals/energy/power/financials tilt and meaningful diversification.

#### Sector weight by year

              132 rebalances, 10 sectors touched, 8 held now.

              Show the year by year sector table
| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Other, not yet mapped | 74 | 70 | 69 | 71 | 77 | 39 | 30 |
| Power & Utilities | 8 | 10 | 8 | 7 | 4 | 11 | 23 |
| Capital Goods | 4 | 6 | 5 | 5 | 4 | 7 | 15 |
| Banking & Financial | 4 | 6 | 10 | 6 | 8 | 17 | 13 |
| Metals & Mining | 7 | 3 | 2 | 5 | 4 | 13 | 10 |
| FMCG & Consumer | 2 | 3 | 2 | 1 | 1 | 3 | 5 |
| Pharma & Healthcare | 0 | 0 | 2 | 2 | 1 | 3 | 3 |
| Auto & Components | 0 | 0 | 1 | 1 | 1 | 4 | 3 |
| Energy & Oil & Gas | 1 | 2 | 1 | 1 | 0 | 2 | out |
| Realty & Construction | 1 | 0 | 0 | 1 | 0 | 0 | out |

Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 11 May 2026.

### Rebalances132 published, latest 11 May 2026

### Rebalances

#### The rebalance record

              published rebalances132
first in the record14 May 2021
26 a yearEvery 2 weeks
latest published11 May 2026

              A fixed calendar; you approve each rebalance before your broker places the orders.

#### Latest rebalance, 11 May 2026

              Against the list of 8 May 2026: **0 in**, **15 out**, 40 held, 40 on the list.

##### Out

* DMART
* NIACL
* SHRIRAMFIN
* LAURUSLABS
* FEDERALBNK
* TATASTEEL
* OBEROIRLTY
* HINDZINC
* JINDALSTEL
* UNIONBANK
* AUBANK
* TITAN
* INDIANB
* NMDC
* TATAINVEST

              The 40 held names are in Holdings.

              Model, back tested record. In plus held is the list size, which can differ from the 40 stock target. Not recommendations.

#### Recent rebalances

| Date | On the list | In | Out |
| --- | --- | --- | --- |
| 11 May 2026 | 40 | 0 | −15 |
| 8 May 2026 | 55 | +15 | −14 |
| 24 Apr 2026 | 54 | +13 | −6 |
| 10 Apr 2026 | 47 | +7 | −10 |
| 27 Mar 2026 | 50 | +9 | −6 |
| 13 Mar 2026 | 47 | +6 | −9 |

              [Every rebalance with its names](/rebalance/large-midcap/)[Rebalance history, CSV](/data/rebalances/large-midcap.csv)

#### Sector shifts of 10 points or more

              3 such shifts in 132 rebalances.

              Show the latest six rebalances, what moved
1. 8 May 2026Other, not yet mapped **+14 pts**
2. 24 Apr 2026Other, not yet mapped **−14 pts**
3. 10 Apr 2026Other, not yet mapped **−17 pts**

Equity sleeve, between two consecutive lists.

### Risk metricsSharpe 1.69, volatility 21.36%

### Risk metrics

#### Large Midcap against the Nifty 50

| Metric | Large Midcap | Nifty 50 |
| --- | --- | --- |
| Sharpe ratio | 1.69 | 0.73 |
| Sortino ratio | 1.60 | 0.70 |
| Calmar ratio | 2.08 | 0.58 |
| Volatility, a year | 21.36% | 14.04% |
| Max drawdown | −19.31% | −16.92% |
| Best week | +8.62% | +6.36% |
| Worst week | −8.36% | −6.33% |
| Weeks up | 64.37% | 57.47% |
| Average up week | +2.43% | +1.49% |
| Average down week | −2.45% | −1.57% |

              Model, back tested, after charges. Weekly, rolling 5 years to 27 Apr 2026; Nifty 50 over the same window.

#### Risk band

              **Moderately High**, Low to Very High

              Deepest model fall−19.31%
Time horizon5 years or longer. Drawdowns of 19% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

##### Walk the risk band
[One step safer (Moderate)Large Mid Multi AssetCAGR 34.3%, Sharpe 1.72, max drawdown −17.6%](/strategies/largemid-multi-asset)[One step bolder (High)MidcapCAGR 38.8%, Sharpe 1.49, max drawdown −24.9%](/strategies/midcap)

              Card figures: Model, back tested. As of 27 Apr 2026. [Take the risk profile](/risk-profile) to find your band.

#### Watch the figures explained

### MethodologyEvery 2 weeks

### Methodology

#### How it works

1. 1**Universe**Start from the Nifty LargeMidCap 250, filtered to stocks priced under ₹5,000.

2. 2**Rank**Score every stock by a risk adjusted momentum composite over several look backs.

3. 3**Select**Hold the top 40 names by score, equal weighted so no single name dominates.

4. 4**Rebalance**Every 2 weeks the model reruns: names out of the top 40 are sold, new entrants bought, and the full list is published.

#### Configuration

              UniverseNifty LargeMidCap 250
SleevesEquity 100
Holdings40, equal weight
RebalanceEvery 2 weeks, 26 a year
Max stock price₹5,000
BenchmarkNifty 50 (charts: Nifty 50 TRI CAGR line)
Back test from7 May 2021
Metrics windowRolling 5 years
PricesNSE BhavCopy, after brokerage, STT, exchange charges and GST
Written forInvestors who want growth but read a 25% drawdown as opportunity, not panic

#### Why Large Midcap

              A sample portfolio on a phone

* Large and mid-cap momentum from the Nifty LargeMidCap 250
* 40 stocks equal-weighted, rebalanced fortnightly
* Large-caps for liquidity, mid-caps for growth, nothing below
* The middle path between broad-market breadth and concentrated bets

              Read 5 more paragraphs, 160 words
                40 stocks from the Nifty LargeMidCap 250 universe, equal-weighted, rotated every 2 weeks. Pure equity, no buffer sleeves.

                The universe is the argument. LargeMidCap 250 spans the top 250 names, so every holding has size, liquidity, and institutional coverage. Momentum on that shelf behaves differently from momentum on small caps: shallower air pockets.

                Against the concentrated cards you give up some octane and buy a tighter cap-curve: no small-cap regime risk, no micro-cap gap risk.

                This is not the maximum-octane card on the lineup. It is the pure-equity card on the LargeMidCap 250 universe. For an investor who wants pure-equity momentum exposure but does not want the cap-curve risk of Midcap Smallcap or Microcap, the LargeMidCap 250 universe is the answer.

                The universe is narrower than the Nifty Total Market that Allcap screens, so the two cards express the same signal at different breadths. Broader universe, more diversification. Tighter universe, larger and more liquid names. Pick the trade you prefer.

              A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.

#### How the rule was built

              Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box.

              [The engine and the audit trail](/technology)

#### Learn the mechanics

* [Momentum factor](/learn/path-3/module-3-1-momentum-factor-deep-dive)
* [How back testing works](/learn/path-2/module-2-4-how-backtesting-works)
* [Risk metrics that matter](/learn/path-2/module-2-3-risk-metrics-that-matter)
* [Rebalancing](/learn/path-4/module-4-3-rebalancing-strategies)

              Free Learn modules, no sign up.

### Costs0.2% per rebalance

### Costs

#### One fee per rebalance

              **0.2%**of traded value, charged only when a rebalance trades

              No subscription, AUM or performance fee; broker charges are separate. [Fee calculator](/fee-calculator) [Pricing](/pricing)

#### A year on the minimum

              Minimum capital₹1,99,000
Rebalances, year to 11 May 202627
Traded, about9.4 timesthe portfolio
Platform fee a year, about₹3,7301.9% of capital

              Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded.

#### Costs inside the back test

              Gross return+509.05%before costs
Estimated costs−66.53 ptsbrokerage, STT and taxes
Net return+442.52%after costs
Nifty 50, same window+59.62%cumulative

              Model, back tested, cumulative, rolling 5 years to 27 Apr 2026. Net is gross minus estimated costs.

### DocumentsPDF, CSV

### Documents

#### Download and print

                * **Print or save as PDF**

                * [PDF factsheet by email](https://www.rupeecase.com/strategies/factsheets/large-midcap)

                * [Rebalance history, CSV132 rebalances, 14 May 2021 to 11 May 2026.](/data/rebalances/large-midcap.csv)

                * [Rebalance history page](/rebalance/large-midcap/)

                * [Plain text (Markdown)](/strategies/large-midcap.md)

                * [Disclaimers](/disclaimers)

        RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost.

## Invest, the walkthrough

          [Watch full screen: Investing: Practice first, then Live](/watch/invest-practice-live)

Allcap, model history after charges. Model, back tested. Not a promise of future returns.Investing: Practice first, then Live

5 chapters, 2:36, with voice and music

1. [Chapter 1The Invest bar0:35](/instiv2/media/wt3/invest-practice-live-bar-phone-dark-v3-va2.mp4)
2. [Chapter 2Amount and Use minimum0:36](/instiv2/media/wt3/invest-practice-live-amount-phone-dark-v3-va2.mp4)
3. [Chapter 3Practice0:28](/instiv2/media/wt3/invest-practice-live-practice-phone-dark-v3-va2.mp4)
4. [Chapter 4Live0:31](/instiv2/media/wt3/invest-practice-live-live-phone-dark-v3-va2.mp4)
5. [Chapter 5Your portfolio0:25](/instiv2/media/wt3/invest-practice-live-status-phone-dark-v3-va2.mp4)

Steps in this video
1. Allcap, model history after charges. Model, back tested. Not a promise of future returns.
2. The Invest bar shows the minimum for this strategy.
3. Invest opens the sheet with the minimum as the amount.
4. Type any amount at or above the minimum.
5. Use minimum puts the minimum back.
6. Practice is chosen first. It follows the strategy with no real broker order.
7. Live shows the cash at your broker.
8. Nothing is sent until you accept the consent text and press Invest now.
9. Each portfolio shows its mode, broker and status at the top.

      A sample portfolio in the RupeeCase dashboard. The figures are hidden here; your own show after you sign up.

      Sign up, free

## See live portfolios.

      A free account opens the terminal. Nothing is charged until a rebalance trades.

        * **Your live portfolio**Value, holdings and every order from the day you invest, in your own demat.

        * **Practice mode**Follow a strategy with no broker order before you put money in.

        * **Each rebalance before you approve it**What comes in, what goes out and the cost, then one tap to confirm.

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=large-midcap)
        [How it starts](/getting-started)

          04Questions

## Before you
commit capital.

### What is the Large Midcap strategy?
40 stocks from the Nifty LargeMidCap 250. The quality-tilted middle path. It selects the top 40 momentum names from Nifty LargeMidCap 250 and rebalances every 2 weeks.

### What is the minimum investment for Large Midcap?
About ₹1,99,000 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings.

### How does Large Midcap compare to the Nifty 50?
Large Midcap shows a model CAGR of 37.83% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.69. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.

### What is the worst drawdown Large Midcap has experienced?
19.31% peak to trough in the model record. The deepest period ran 378 days, from 27 Sep 2024 to 10 Oct 2025. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.

### What are the fees on Large Midcap?
For the 18 retail strategies, 0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 1.9% of capital a year at 0.2% of traded value, from the published rebalance record: 27 rebalances in the year to 11 May 2026, about 9.4 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹1,99,000 that is about ₹3,730 a year, an estimate from the model record, not a promise.

### Can I exit Large Midcap at any time?
Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.

    Explore next

## Go deeper on this strategy.

* [GuideNifty Next 50 vs Nifty 50: the companies just below the top, and their recordThe 50 companies just below the top: thirteen years of returns, falls and valuations.](/guides/nifty-next-50)
* [TierGrowth core tier strategies5 strategies grouped by job](/strategies/by-tier/mid-aggressive)
* [CalculatorXIRR calculatorFree, with the formula and a worked example](/learn/tools/xirr-calculator)
* [Blog noteLarge Midcap: when the return is a tie, the drawdown decidesStrategy notes, a short note](/blog/2026-06-22-evening-large-midcap-spotlight/)
* [Blog noteTwo week rebalancing and the STCG objectionCosts: MF, PMS, RupeeCase, a short note](/blog/2026-05-13-evening-2w-rebalance-tax-math/)
* [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods)

    Related reading: the topic [Factor investing](/topics/factor-investing-india/) and the guide [Smart beta in India](/guides/smart-beta-india).

      Community

## Join my WhatsApp group.

      Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me.

      New to RupeeCase? [Getting started](/getting-started) [See the terminal](/terminal)

        [Sign up for RupeeCase](https://invest.rupeecase.com/signup)
        [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7)

      [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera

            05Same family

## Large and mid: Nifty LargeMidCap 250, Alpha 50.

          [All 18 strategies](/strategies/#sxPick)

      [ModerateHybrid

          Large Mid Hybrid
          Nifty LargeMidCap 250, 41 stocks, every 2 weeks
          CAGR, model33.21%Max DD−18.3%From₹2.49L](/strategies/large-mid-hybrid)
      [ModerateMulti asset

          Large Mid Multi Asset
          Nifty LargeMidCap 250, 42 stocks, every 2 weeks
          CAGR, model34.33%Max DD−17.6%From₹2.49L](/strategies/largemid-multi-asset)
      [Very HighMomentum

          5Paisa Focused Alpha 5
          Nifty Alpha 50, 5 stocks, every 3 weeks
          CAGR, model54.08%Max DD−24.2%From₹22K](/strategies/5paisa-focused-alpha-5)

        CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.

### Compare Large Midcap with

* [vsMidcap Smallcap](/strategies/compare/midcap-smallcap-vs-large-midcap)
* [vsMidcap](/strategies/compare/large-midcap-vs-midcap)

    Sources and dates
* [RupeeCase model figures (CAGR, Sharpe, maximum drawdown)](https://www.rupeecase.com/strategies/) RupeeCase. As of 27 Apr 2026. Model, back tested CAGR, Sharpe and drawdown, not actual client returns.
* [RupeeCase published minimum capital](https://www.rupeecase.com/strategies/) RupeeCase. As of 8 Aug 2026. Minimum capital: one share of every holding at recent prices.
* [RupeeCase published rebalance lists](https://www.rupeecase.com/rebalance/) RupeeCase. Record 14 May 2021 to 3 Jul 2026. Which stocks each index algo held on each rebalance date; counts, turnover and first seen dates.
* [NSE daily bhavcopy, equity prices](https://www.nseindia.com/all-reports) NSE. Record 14 May 2021 to 3 Jul 2026. Share prices behind the back tested model record; the pages use the record from the first to the last published rebalance.
* [Nifty equity indices methodology](https://www.niftyindices.com/Methodology/Method_NIFTY_Equity_Indices.pdf) NSE Indices. Undated document. How the Nifty equity indices the strategies refer to are built and rebalanced.
* [SEBI circular, Norms for sharing and usage of price data for educational purposes](https://www.sebi.gov.in/legal/circulars/may-2026/norms-for-sharing-and-usage-of-price-data-for-educational-purposes_101293.html) SEBI. Dated 8 May 2026. Why educational pages here carry no market price or index data from the last 30 days.

Model figures are back tested, not actual client returns. Each date is when that source was last checked or published, not today.

          Ready when you are

## Large Midcap

          37.83% CAGR, model, back tested. About ₹1.99L to start. Every 2 weeks, you approve each one.

            [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=large-midcap)
            [Compare Large Midcap](/strategies/compare/midcap-smallcap-vs-large-midcap)

          0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.
