Large Midcap vs Midcap
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 40.9%
Large Midcap
40 stocks. Nifty LargeMidCap 250. Fortnightly rotation. CAGR 40.85%. Sharpe 1.71.
vs
Growth core · CAGR 41.2%
Midcap
20 stocks. Nifty Midcap 150 universe. Fortnightly rotation. CAGR 41.21%. Sharpe 1.48.
| Metric | Large Midcap | Midcap | |
|---|---|---|---|
| CAGR (5Y) | 40.85% | → | 41.21% |
| Sharpe ratio | 1.71 | ← | 1.48 |
| Sortino ratio | 1.62 | ← | 1.46 |
| Calmar ratio | 2.12 | ← | 1.66 |
| Max drawdown | 19.30% | ← | 24.87% |
| Volatility | 21.41% | ← | 25.44% |
| Net return (5Y) | 454.71% | → | 461.82% |
| Min capital | ₹187000 | → | ₹94000 |
| Stocks held | 40 | 20 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | EQUITY | MIDCAP | |
| Risk band | Moderately High | High | |
| Tier | Growth core | Growth core |
The trade-off
- Higher growth: Midcap (CAGR 41.21% vs 40.85%)
- Better risk-adjusted return: Large Midcap (Sharpe 1.71 vs 1.48)
- Shallower drawdown: Large Midcap (Max DD 19.30% vs 24.87%)
- Lower entry: Midcap (₹94000 vs ₹187000)
Holdings overlap
20 stocks held by both · 50% overlap by name count
Shared: LLOYDSMENATIONALUMTHERMAXMCXGVT&DPREMIERENEBSEMAHABANKBHARATFORGSAILAUROPHARMALAURUSLABSFEDERALBNKNLCINDIABHELSUZLONNIACLNTPCGREENOBEROIRLTYNAM-INDIA
Only in Large Midcap: ADANIPOWERADANIENSOLVEDLHINDALCODMARTSHRIRAMFINPFCTATASTEELJINDALSTELUNIONBANKTITANINDIANBADANIGREENSIEMENSHINDZINCCGPOWERAUBANKNMDCTATAINVESTRADICO