Midcap vs Energy Basket
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
Thematic satellite · CAGR 35.5%
Energy Basket
Thematic satellite. 10 stocks. Weekly rotation. CAGR 35.51%. Deepest drawdown on the lineup at 39.48%.
| Metric | Midcap | Energy Basket | |
|---|---|---|---|
| CAGR (5Y) | 41.21% | ← | 35.51% |
| Sharpe ratio | 1.48 | ← | 1.15 |
| Sortino ratio | 1.46 | ← | 1.22 |
| Calmar ratio | 1.66 | ← | 0.90 |
| Max drawdown | 24.87% | ← | 39.48% |
| Volatility | 25.44% | ← | 30.57% |
| Net return (5Y) | 461.82% | ← | 357.18% |
| Min capital | ₹94000 | → | ₹76000 |
| Stocks held | 20 | 10 | |
| Rebalance cadence | 2 weeks | 1 week | |
| Universe | MIDCAP | THEMATIC | |
| Risk band | High | Very High | |
| Tier | Growth core | Thematic satellite |
The trade-off
- Higher growth: Midcap (CAGR 41.21% vs 35.51%)
- Better risk-adjusted return: Midcap (Sharpe 1.48 vs 1.15)
- Shallower drawdown: Midcap (Max DD 24.87% vs 39.48%)
- Lower entry: Energy Basket (₹76000 vs ₹94000)
Holdings overlap
4 stocks held by both · 20% overlap by name count
Shared: THERMAXGVT&DBHELSUZLON
Only in Midcap: LLOYDSMENATIONALUMMCXPREMIERENEBSEMAHABANKBHARATFORGSAILAUROPHARMANIACLNTPCGREENLAURUSLABSFEDERALBNKOBEROIRLTYNLCINDIANAM-INDIA
Only in Energy Basket: ADANIPOWERADANIGREENADANIENSOLABBJPPOWERRPOWER