Midcap Smallcap vs Large 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 49.0%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 48.98%.
vs
Growth core · CAGR 40.9%
Large Midcap
40 stocks. Nifty LargeMidCap 250. Fortnightly rotation. CAGR 40.85%. Sharpe 1.71.
| Metric | Midcap Smallcap | Large Midcap | |
|---|---|---|---|
| CAGR (5Y) | 48.98% | ← | 40.85% |
| Sharpe ratio | 1.61 | → | 1.71 |
| Sortino ratio | 1.47 | → | 1.62 |
| Calmar ratio | 1.87 | → | 2.12 |
| Max drawdown | 26.17% | → | 19.30% |
| Volatility | 27.09% | → | 21.41% |
| Net return (5Y) | 634.43% | ← | 454.71% |
| Min capital | ₹70000 | ← | ₹187000 |
| Stocks held | 40 | 40 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | MIDCAP - SMALLCAP | EQUITY | |
| Risk band | High | Moderately High | |
| Tier | Growth core | Growth core |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 48.98% vs 40.85%)
- Better risk-adjusted return: Large Midcap (Sharpe 1.71 vs 1.61)
- Shallower drawdown: Large Midcap (Max DD 19.30% vs 26.17%)
- Lower entry: Midcap Smallcap (₹70000 vs ₹187000)
Holdings overlap
5 stocks held by both · 13% overlap by name count
Shared: ADANIPOWERLLOYDSMENATIONALUMADANIGREENADANIENSOL
Only in Midcap Smallcap: STLTECHCUPIDBAJAJCONWEBELSOLARAEROFLEXPRECWIREPFOCUSBLISSGVSAVANTIFEEDAGIILTDPOWERSYSKSBATHERENERGOLAELECGALLANTTQPOWERLLOYDSENTMANINDSEIELWELCORP +15 more
Only in Large Midcap: THERMAXMCXGVT&DVEDLPREMIERENEBSEMAHABANKHINDALCODMARTBHARATFORGSAILAUROPHARMASHRIRAMFINLAURUSLABSPFCFEDERALBNKTATASTEELJINDALSTELNLCINDIAUNIONBANK +15 more