Midcap Smallcap vs Allcap Multi Asset
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 49.0%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 48.98%.
vs
Multi-asset core · CAGR 43.6%
Allcap Multi Asset
50 stocks. 10% debt. 10% gold. CAGR 43.57%. Sharpe 1.79, highest on the lineup.
| Metric | Midcap Smallcap | Allcap Multi Asset | |
|---|---|---|---|
| CAGR (5Y) | 48.98% | ← | 43.57% |
| Sharpe ratio | 1.61 | → | 1.79 |
| Sortino ratio | 1.47 | → | 1.72 |
| Calmar ratio | 1.87 | → | 2.04 |
| Max drawdown | 26.17% | → | 21.35% |
| Volatility | 27.09% | → | 21.51% |
| Net return (5Y) | 634.43% | ← | 510.46% |
| Min capital | ₹70000 | ← | ₹294000 |
| Stocks held | 40 | 49 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | MIDCAP - SMALLCAP | EQUITY | |
| Risk band | High | Moderate | |
| Tier | Growth core | Multi-asset core |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 48.98% vs 43.57%)
- Better risk-adjusted return: Allcap Multi Asset (Sharpe 1.79 vs 1.61)
- Shallower drawdown: Allcap Multi Asset (Max DD 21.35% vs 26.17%)
- Lower entry: Midcap Smallcap (₹70000 vs ₹294000)
Holdings overlap
26 stocks held by both · 53% overlap by name count
Shared: STLTECHCUPIDADANIPOWERWEBELSOLARLLOYDSMEPFOCUSNATIONALUMAVANTIFEEDTDPOWERSYSKSBATHERENERGOLAELECGALLANTTQPOWERLLOYDSENTEIELWELCORPKRNANGELONEHFCLADANIGREENAPOLLOJAYNECOINDLLOYDSENGGABDLADANIENSOL
Only in Midcap Smallcap: BAJAJCONAEROFLEXPRECWIREBLISSGVSAGIILMANINDSJTLINDVENUSPIPESEPIGRALKRISHANAMONQ50GOLDIAMPAISALOSAMBHV
Only in Allcap Multi Asset: THERMAXAZADINOXINDIADEEPAKFERTHINDCOPPERKAJARIACERTHANGAMAYLACUTAASACMESOLARKIRLOSENGOSWALPUMPSSANSERAFIVESTARMCXGVT&DAWFISIMFAHEGJINDALSAWVEDL +3 more