Midcap vs Midcap Smallcap
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
Growth core · CAGR 49.0%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 48.98%.
| Metric | Midcap | Midcap Smallcap | |
|---|---|---|---|
| CAGR (5Y) | 41.21% | → | 48.98% |
| Sharpe ratio | 1.48 | → | 1.61 |
| Sortino ratio | 1.46 | → | 1.47 |
| Calmar ratio | 1.66 | → | 1.87 |
| Max drawdown | 24.87% | ← | 26.17% |
| Volatility | 25.44% | ← | 27.09% |
| Net return (5Y) | 461.82% | → | 634.43% |
| Min capital | ₹94000 | → | ₹70000 |
| Stocks held | 20 | 40 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | MIDCAP | MIDCAP - SMALLCAP | |
| Risk band | High | High | |
| Tier | Growth core | Growth core |
The trade-off
- Higher growth: Midcap Smallcap (CAGR 48.98% vs 41.21%)
- Better risk-adjusted return: Midcap Smallcap (Sharpe 1.61 vs 1.48)
- Shallower drawdown: Midcap (Max DD 24.87% vs 26.17%)
- Lower entry: Midcap Smallcap (₹70000 vs ₹94000)
Holdings overlap
2 stocks held by both · 5% overlap by name count
Shared: LLOYDSMENATIONALUM
Only in Midcap: THERMAXMCXGVT&DPREMIERENEBHELBSEMAHABANKBHARATFORGSAILSUZLONAUROPHARMANIACLNTPCGREENLAURUSLABSFEDERALBNKOBEROIRLTYNLCINDIANAM-INDIA
Only in Midcap Smallcap: STLTECHCUPIDBAJAJCONADANIPOWERWEBELSOLARAEROFLEXPRECWIREPFOCUSBLISSGVSAVANTIFEEDAGIILTDPOWERSYSKSBATHERENERGOLAELECGALLANTTQPOWERLLOYDSENTMANINDSEIEL +18 more