Midcap vs 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 41.0%
Smallcap
50 stocks. Nifty Smallcap 250. Fortnightly rotation. CAGR 41.03%. Best year +112.8% in 2023.
| Metric | Midcap | Smallcap | |
|---|---|---|---|
| CAGR (5Y) | 41.21% | ← | 41.03% |
| Sharpe ratio | 1.48 | → | 1.58 |
| Sortino ratio | 1.46 | ← | 1.44 |
| Calmar ratio | 1.66 | → | 1.84 |
| Max drawdown | 24.87% | → | 22.35% |
| Volatility | 25.44% | → | 23.54% |
| Net return (5Y) | 461.82% | ← | 458.33% |
| Min capital | ₹94000 | ← | ₹202000 |
| Stocks held | 20 | 50 | |
| Rebalance cadence | 2 weeks | 2 weeks | |
| Universe | MIDCAP | SMALLCAP | |
| Risk band | High | Moderately High | |
| Tier | Growth core | Growth core |
The trade-off
- Higher growth: Midcap (CAGR 41.21% vs 41.03%)
- Better risk-adjusted return: Smallcap (Sharpe 1.58 vs 1.48)
- Shallower drawdown: Smallcap (Max DD 22.35% vs 24.87%)
- Lower entry: Midcap (₹94000 vs ₹202000)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in Midcap: LLOYDSMENATIONALUMTHERMAXMCXGVT&DPREMIERENEBHELBSEMAHABANKBHARATFORGSAILSUZLONAUROPHARMANIACLNTPCGREENLAURUSLABSFEDERALBNKOBEROIRLTYNLCINDIANAM-INDIA
Only in Smallcap: OLAELECGALLANTTWELCORPANGELONEHFCLATHERENERGHINDCOPPERACUTAASACMESOLARKIRLOSENGJINDALSAWBELRISEANANDRATHIHONASAGMDCLTDSYRMAZYDUSWELLABSLAMCNATCOPHARMGESHIP +30 more