Midcap vs Allcap
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 41.2%
Midcap
20 stocks. Nifty Midcap 150 universe. Fortnightly rotation. CAGR 41.21%. Sharpe 1.48.
vs
Full-equity core · CAGR 48.0%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.02%. Highest Sharpe on the lineup at 1.77.
| Metric | Midcap | Allcap | |
|---|---|---|---|
| CAGR (5Y) | 41.21% | → | 48.02% |
| Sharpe ratio | 1.48 | → | 1.77 |
| Sortino ratio | 1.46 | → | 1.71 |
| Calmar ratio | 1.66 | → | 2.12 |
| Max drawdown | 24.87% | → | 22.70% |
| Volatility | 25.44% | → | 23.83% |
| Net return (5Y) | 461.82% | → | 611.24% |
| Min capital | ₹94000 | ← | ₹235000 |
| Stocks held | 20 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | MIDCAP | ALLCAP | |
| Risk band | High | Moderately High | |
| Tier | Growth core | Full-equity core |
The trade-off
- Higher growth: Allcap (CAGR 48.02% vs 41.21%)
- Better risk-adjusted return: Allcap (Sharpe 1.77 vs 1.48)
- Shallower drawdown: Allcap (Max DD 22.70% vs 24.87%)
- Lower entry: Midcap (₹94000 vs ₹235000)
Holdings overlap
6 stocks held by both · 12% overlap by name count
Shared: LLOYDSMENATIONALUMTHERMAXMCXGVT&DPREMIERENE
Only in Midcap: BHELBSEMAHABANKBHARATFORGSAILSUZLONAUROPHARMANIACLNTPCGREENLAURUSLABSFEDERALBNKOBEROIRLTYNLCINDIANAM-INDIA
Only in Allcap: STLTECHQPOWERCUPIDKRNADANIPOWERWEBELSOLARPFOCUSAVANTIFEEDJAYNECOINDTDPOWERSYSKSBATHERENERGHINDCOPPERTHANGAMAYLACUTAASACMESOLARKIRLOSENGSANSERAIMFAVEDL +24 more