---
title: "Midcap Smallcap Momentum Strategy on NSE | RupeeCase"
description: "40 mid and small cap momentum stocks from the NSE universe under 2000, equal weight, rotated every 2 weeks. Own them in your demat, 0.2% per rebalance."
source_url: "https://www.rupeecase.com/strategies/midcap-smallcap"
---

Momentum, NSE Universe

# Midcap Smallcap momentum strategy

          40 stocks, fortnightly rotation. Momentum on the NSE Universe under 2000.

          **Written for** investors who want growth but read a 25% drawdown as opportunity, not panic.

          **Moderately High** risk band

            [Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap)
            [Compare with Midcap](/strategies/compare/midcap-vs-midcap-smallcap)

          01At a glance

## Midcap Smallcap in four numbers.

          CAGR**42.64%**Model, back tested

          Max drawdown**−26.17%**Model, back tested

          Minimum investment**₹80K**About ₹80,000

          Fee per rebalance**0.2%**Of traded value, nothing else

          Midcap Smallcap, model**₹737**Nifty 50 TRI, 9.80% CAGR line**₹162**

            150
            200
            300
            500
            700

        ₹100 in the model in May 2021 became ₹737 by Jul 2026; the Nifty 50 TRI line reached ₹162. Model, back tested. As of 27 Apr 2026. After charges, log scale. Not a promise of future returns.

          02Three steps

## Compare. Validate. Invest.

          1.
### Invest
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.

[Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap)

          2.
### Invest
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.

[Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap)

          3.
### Invest
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.

[Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap)

            03Factsheet

## Midcap Smallcap factsheet

            Every figure behind the four numbers, in seven parts. Return figures are model, back tested and after charges; each block names its date.

            Print
            [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/midcap-smallcap)

          Performance
          Holdings and sectors
          Rebalances
          Risk metrics
          Methodology
          Costs
          Documents

### PerformanceYears, months, rolling returns, falls, the stress test

### Performance

#### Calendar year returns

* 2021from May**+56.9%**
* 2022**+26.9%**
* 2023**+98.3%**
* 2024**+86.0%**
* 2025**−8.7%**
* 2026to May**+13.0%**

              Model, back tested, after charges, 2021 to May 2026. Not a promise of future returns.

#### What an amount would have become

                  One time
                  Every month

                Amount, ₹

                  You put in₹80,000

                  Model value

                  Gain

              Model, back tested: the published monthly model returns after charges, May 2021 to May 2026 (61 months). A back test, not a promise of future returns.

#### Stress test: drag through the falls

              Move across the record to read how far the model sat below its last peak, and how long it took to climb back.

                  Month**Feb 2025**

                  Below the last peak**−23.5%**

                  Back to the peak

                  Model value, log scaleBelow the last peak

                Month on the record

                  Deepest falls, daily record
                  **−26.2%**Dec 2024, 497 days to recover
                  **−18.1%**Jan 2022, 210 days to recover
                  **−17.8%**Dec 2022, 147 days to recover
                  **−12.2%**Feb 2024, 49 days to recover

              Model, back tested. As of 27 Apr 2026. The scrub reads month end model values from May 2021 to Jul 2026, so its falls read shallower than the daily figures on the buttons; days are counted between month ends. Drawdowns of similar size can happen again. Moderately High risk band.

#### Monthly returns

| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 2021 | Janno data | Febno data | Marno data | Aprno data | May3.1 | Jun16.7 | Jul8.7 | Aug−4.5 | Sep7.0 | Oct0.9 | Nov−0.3 | Dec16.8 | Year+56.9% |
| 2022 | Jan2.7 | Feb−12.0 | Mar5.8 | Apr4.5 | May−7.7 | Jun1.4 | Jul10.3 | Aug7.1 | Sep−0.4 | Oct3.3 | Nov6.4 | Dec4.9 | Year+26.9% |
| 2023 | Jan−8.2 | Feb−6.6 | Mar2.4 | Apr9.2 | May6.2 | Jun11.7 | Jul16.9 | Aug13.4 | Sep2.0 | Oct4.6 | Nov12.5 | Dec9.7 | Year+98.3% |
| 2024 | Jan11.3 | Feb2.2 | Mar−3.8 | Apr12.0 | May7.3 | Jun12.0 | Jul3.5 | Aug7.9 | Sep7.2 | Oct−5.8 | Nov8.5 | Dec3.2 | Year+86.0% |
| 2025 | Jan−10.9 | Feb−14.1 | Mar5.2 | Apr−0.1 | May10.9 | Jun1.9 | Jul−2.6 | Aug2.8 | Sep−2.7 | Oct−1.6 | Nov−2.1 | Dec7.1 | Year−8.7% |
| 2026 | Jan−1.3 | Feb5.7 | Mar−12.1 | Apr17.4 | May5.0 | Junno data | Julno data | Augno data | Sepno data | Octno data | Novno data | Decno data | Year to date+13.0% |

              Model, back tested, after charges. Each cell is one calendar month, in percent. Not a promise of future returns.

#### Rolling returns

##### Any 1 year
Worst−12.0%
Median+32.4%
Best+163.3%
Positive92%of 51 windows
Return over each 12 month window.

##### Any 3 years
Worst+42.1%
Median+58.3%
Best+74.4%
Positive100%of 27 windows
CAGR over each 36 month window.

              Model, back tested, from the month end model values, May 2021 to Jul 2026. Not a promise of future returns.

#### Deepest falls

1. **−11.45%**6 Aug 2021 to 3 Sep 2021*28 days*
2. **−11.45%**6 Aug 2021 to 3 Sep 2021*28 days*
3. **−11.45%**6 Aug 2021 to 3 Sep 2021*28 days*
4. **−11.45%**6 Aug 2021 to 3 Sep 2021*28 days*
5. **−11.45%**6 Aug 2021 to 3 Sep 2021*28 days*

              Model, back tested, daily record over rolling 5 years: from the peak to the low, and the days until the record was back at that peak.

### Holdings and sectors40 holdings, 11 sectors

### Holdings and sectors

#### 40 holdings

* Equity**100%**

* HFCL**2.5%**
* STLTECH**2.5%**
* WEBELSOLAR**2.5%**
* CUPID**2.5%**
* QPOWER**2.5%**
* APOLLO**2.5%**
* WELCORP**2.5%**
* JTLIND**2.5%**
* ADANIPOWER**2.5%**
* JAYNECOIND**2.5%**
* GALLANTT**2.5%**
* TDPOWERSYS**2.5%**
* PRECWIRE**2.5%**
* KRN**2.5%**
* ADANIGREEN**2.5%**
* ADANIENSOL**2.5%**
* AEROFLEX**2.5%**
* BAJAJCON**2.5%**
* EPIGRAL**2.5%**
* PAISALO**2.5%**
* LLOYDSME**2.5%**
* LLOYDSENT**2.5%**
* MANINDS**2.5%**
* IDEAFORGE**2.5%**
* SUNFLAG**2.5%**
* BHEL**2.5%**
* COHANCE**2.5%**
* HCC**2.5%**
* CYIENTDLM**2.5%**
* MANINFRA**2.5%**
* KIRLPNU**2.5%**
* BALAMINES**2.5%**
* JAIBALAJI**2.5%**
* HSCL**2.5%**
* KPEL**2.5%**
* SCI**2.5%**
* SKYGOLD**2.5%**
* SKIPPER**2.5%**
* ELECON**2.5%**
* FUSION**2.5%**

              [Live quantities, prices and book values are in the app](https://invest.rupeecase.com/signup?strategy=midcap-smallcap)

              Weights on the rebalance day, 11 May 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock.

#### Sector allocation

* Other, not yet mapped**27.5%**
* Power & Utilities**17.5%**
* Chemicals**10.0%**
* Metals & Mining**10.0%**
* Capital Goods**10.0%**
* IT & Technology**7.5%**
* FMCG & Consumer**7.5%**
* Pharma & Healthcare**2.5%**
* Banking & Financial**2.5%**
* Realty & Construction**2.5%**
* Energy & Oil & Gas**2.5%**

              11 sectors in the equity sleeve; the largest mapped sector is Power & Utilities at 17.5%, and 27.5% of the sleeve is not yet in the sector map. Wide sector spread across power/energy, metals, capital markets, pharma/health, telecom, cap goods, NBFC, and micro/sme segments. Sector map curated against NSE listings.

#### Sector weight by year

| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Other, not yet mapped | 71 | 71 | 73 | 71 | 73 | 40 | 19 |
| Capital Goods | 4 | 5 | 3 | 5 | 3 | 8 | 16 |
| Metals & Mining | 4 | 4 | 5 | 5 | 4 | 12 | 12 |
| Power & Utilities | 7 | 6 | 5 | 5 | 3 | 6 | 12 |
| FMCG & Consumer | 4 | 3 | 1 | 4 | 3 | 5 | 9 |
| Chemicals | 0 | 2 | 2 | 2 | 3 | 3 | 7 |
| IT & Technology | 4 | 1 | 2 | 1 | 2 | 5 | 7 |
| Banking & Financial | 3 | 3 | 6 | 3 | 3 | 6 | 4 |
| Auto & Components | 1 | 1 | 2 | 0 | 1 | 6 | 4 |
| Pharma & Healthcare | 0 | 0 | 2 | 2 | 2 | 3 | 4 |
| Realty & Construction | 0 | 1 | 0 | 0 | 1 | 1 | 4 |
| Energy & Oil & Gas | 0 | 3 | 0 | 1 | 0 | 3 | 2 |
| Diversified | 0 | 0 | 0 | 0 | 0 | 0 | 2 |
| Textiles | 0 | 0 | 0 | 0 | 1 | 1 | out |

              131 published rebalances, 14 sectors touched, 13 held on the latest list (8 May 2026). Each cell is the average weight that year, equal weighted at the stock level; darker is a higher weight.

### Rebalances131 published, latest 8 May 2026

### Rebalances

#### The rebalance record

              published rebalances131
first in the record14 May 2021
26 a yearEvery 2 weeks
latest published8 May 2026

              Rebalances run on a fixed calendar; you approve each one before your broker places the orders.

#### Latest rebalance, 8 May 2026

              Against the list of 24 Apr 2026: **17 in**, **24 out**, 40 held, 57 on the list.

##### In

* IDEAFORGE
* SUNFLAG
* BHEL
* COHANCE
* HCC
* CYIENTDLM
* MANINFRA
* KIRLPNU
* BALAMINES
* JAIBALAJI
* HSCL
* KPEL
* SCI
* SKYGOLD
* SKIPPER
* ELECON
* FUSION

##### Out

* DEEPINDS
* PREMIERENE
* SILVER1
* SILVERIETF
* SILVERADD
* SILVERBEES
* SBISILVER
* SILVERCASE
* SILVER
* AXISILVER
* HDFCSILVER
* SMSPHARMA
* HINDCOPPER
* SBC
* ZYDUSWELL
* AETHER
* GESHIP
* GOKULAGRO
* VEDL
* ACMESOLAR
* KIRLOSENG
* NOCIL
* KTKBANK
* MBAPL

##### Held

* HFCL
* STLTECH
* WEBELSOLAR
* CUPID
* QPOWER
* APOLLO
* WELCORP
* JTLIND
* ADANIPOWER
* JAYNECOIND
* GALLANTT
* TDPOWERSYS
* PRECWIRE
* KRN
* ADANIGREEN
* ADANIENSOL
* AEROFLEX
* BAJAJCON
* EPIGRAL
* PAISALO
* LLOYDSME
* LLOYDSENT
* MANINDS
* OLAELEC
* EIEL
* VENUSPIPES
* ANGELONE
* PFOCUS
* NATIONALUM
* BLISSGVS
* AVANTIFEED
* LLOYDSENGG
* ABDL
* KRISHANA
* MONQ50
* AGIIL
* GOLDIAM
* SAMBHV
* KSB
* ATHERENERG

              Model portfolio, back tested rebalance record. Entered plus held is that date's list size, which can differ from the 40 stock target. Tickers are not recommendations.

#### Recent rebalances

| Date | On the list | In | Out |
| --- | --- | --- | --- |
| 8 May 2026 | 57 | +17 | −24 |
| 24 Apr 2026 | 64 | +23 | −14 |
| 10 Apr 2026 | 55 | +14 | −4 |
| 27 Mar 2026 | 45 | +4 | −13 |
| 13 Mar 2026 | 54 | +5 | −6 |
| 27 Feb 2026 | 55 | +13 | −12 |
| 13 Feb 2026 | 54 | +12 | −17 |
| 30 Jan 2026 | 59 | +19 | −9 |
| 16 Jan 2026 | 49 | +9 | −8 |
| 2 Jan 2026 | 48 | +6 | −7 |
| 19 Dec 2025 | 49 | +7 | −16 |
| 5 Dec 2025 | 58 | +11 | −10 |

              [Every rebalance with its names](/rebalance/midcap-smallcap/)[Rebalance history, CSV](/data/rebalances/midcap-smallcap.csv)

              Names on the list, names in and names out at each date; the history page and the CSV have every name.

#### Sector shifts of 10 points or more

1. 4 Mar 2022Other, not yet mapped **−10 pts**
2. 4 Mar 2022Other, not yet mapped **−10 pts**
3. 4 Mar 2022Other, not yet mapped **−10 pts**
4. 4 Mar 2022Other, not yet mapped **−10 pts**

              4 such shifts in 131 rebalances; the latest six. Equity sleeve, equal weighted at the stock level.

### Risk metricsSharpe 1.63, volatility 27.02%

### Risk metrics

#### Midcap Smallcap against the Nifty 50

| Metric | Midcap Smallcap | Nifty 50 |
| --- | --- | --- |
| Sharpe ratio | 1.63 | 0.73 |
| Sortino ratio | 1.48 | 0.70 |
| Calmar ratio | 1.91 | 0.58 |
| Volatility, a year | 27.02% | 14.04% |
| Max drawdown | −26.17% | −16.92% |
| Best week | +9.60% | +6.36% |
| Worst week | −13.44% | −6.33% |
| Weeks up | 65.13% | 57.47% |
| Average up week | +2.98% | +1.49% |
| Average down week | −3.13% | −1.57% |

              Model, back tested, after charges. Weekly figures over the rolling 5 years window to 27 Apr 2026; the Nifty 50 over the same window. Not a promise of future returns.

#### Risk band

              **Moderately High** on a scale from Low to Very High

              Deepest model fall−26.17%
Time horizon5 years or longer. Drawdowns of 26% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.

##### Walk the risk band
[One step safer (Moderate)Allcap Multi AssetCAGR 40.5%, Sharpe 1.81, max drawdown −21.3%](/strategies/allcap-multi-asset)[One step bolder (High)MidcapCAGR 38.8%, Sharpe 1.49, max drawdown −24.9%](/strategies/midcap)

              CAGR, Sharpe and max drawdown on the cards: Model, back tested. As of 27 Apr 2026. [Take the risk profile](/risk-profile) to see which bands sit within yours.

### MethodologyNSE Universe, every 2 weeks

### Methodology

#### How it works

1. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 40 are sold; new entrants are bought. The full list is published at every rebalance.

2. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 40 are sold; new entrants are bought. The full list is published at every rebalance.

3. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 40 are sold; new entrants are bought. The full list is published at every rebalance.

4. 4**Rebalance**Every 2 weeks the model runs again end to end. Names that fall out of the top 40 are sold; new entrants are bought. The full list is published at every rebalance.

#### Configuration

              UniverseNSE Universe (max 2000)
TypeMomentum
SleevesEquity 100
Holdings40, equal weight
RebalanceEvery 2 weeks, 26 a year
Max stock price₹2,000
Risk bandModerately High
BenchmarkNifty 50; charts draw the Nifty 50 TRI as a CAGR line
Minimum capitalAbout ₹80,000
Back test from7 May 2021
Metrics windowRolling 5 years
PricesNSE BhavCopy; the back test deducts brokerage, STT, exchange charges and GST

#### Why Midcap Smallcap

              A strategy page on sample data
              The design leans on breadth and hit frequency. Forty names spread single-stock risk thin, and the fortnightly screen keeps the portfolio rotating into whatever the mid and small-cap tape currently rewards. Wins do not need to be huge when they come often enough. Frequency does the compounding work.

              The regime risk is real. Mid and small caps correct as a segment, and when they do, this card goes down with them and stays down until the segment turns. Drawdowns here are measured in months, not weeks. That is the price of running the segment with no debt or gold cushion.

              What you get for sitting through that is the full mid and small-cap engine when the regime is on. The strong stretches on this card have historically been very strong, and the recoveries come from the same breadth that spreads the risk.

              The card buys only stocks priced under 2000, the practical filter that maps the NSE Universe down to actively-tradeable mid and small-cap names. It rebalances every 2 weeks regardless of regime. It holds 40 names equal-weight. No fixed-income buffer. No gold sleeve. No defensive overlay.

              Each rebalance publishes the full list, and the roster typically spans power and renewables, capital goods, metals, pharma, capital markets, and a long tail of smaller names. The current holdings and the next rebalance date sit alongside this card and update on schedule.

              This is not a starter card. If you have not lived through a small-cap correction, start with Nifty 50 Equal Weight or a multi-asset card and graduate. This is also not a tax-friendly product if traded in a non-registered account.

              The numbers beside this card do the talking on performance. The structure they measure does not change.

##### Key takeaways

* 40 momentum leaders picked from the NSE Universe under a price filter
* Equity only: no debt sleeve, no gold sleeve
* Fortnightly rotation keeps the portfolio on the current leaders
* Built for investors who can hold through a small-cap correction

              A description of the strategy, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.

#### Who it is written for

              Written forInvestors who want growth but read a 25% drawdown as opportunity, not panic
CapitalAbout ₹80,000, one share of every holding at recent prices. More capital buys more of each holding and tracks the model weights more closely.

#### How the rule was built

              Machine learning is used in research to search and optimise the model behind each strategy: which signals rank the universe, how many names to hold and how often to rebalance, tested out of sample. The rule that ships is then frozen and published, so the live strategy is a fixed, readable algorithm, not a black box that changes on its own.

              [The engine, tick by tick execution data and the audit trail](/technology)

#### Learn the mechanics

* [Momentum factorthe engine behind these strategies](/learn/path-3/module-3-1-momentum-factor-deep-dive)
* [How back testing worksreading the five year numbers honestly](/learn/path-2/module-2-4-how-backtesting-works)
* [Risk metrics that matterSharpe, Sortino, max drawdown](/learn/path-2/module-2-3-risk-metrics-that-matter)
* [Rebalancingwhy cadence matters](/learn/path-4/module-4-3-rebalancing-strategies)

              Free modules from the RupeeCase Learn library. No sign up.

### Costs0.2% of traded value per rebalance

### Costs

#### One fee per rebalance

              **0.2%**of traded value, charged only when a rebalance trades

* No subscription, no AUM fee, no performance fee.
* No lock in: the stocks sit in your own demat and you can sell any day the market is open.
* Broker side charges (brokerage, STT, exchange charges, GST) are separate and paid to your broker.

#### A year on the minimum

              Minimum capital₹80,000
Rebalances a year26, every 2 weeks
Book traded each time30%, an assumption
Platform fee a year, about₹1,2501.56% of capital

              Higher turnover or more capital raises the fee in proportion.

#### Costs inside the back test

              Gross return+787.03%before costs
Estimated costs−128.94 ptsbrokerage, STT and taxes
Net return+658.09%after costs
Nifty 50, same window+59.62%cumulative

              Model, back tested, cumulative over the rolling 5 years window to 27 Apr 2026. Net is gross minus estimated costs, as on the current factsheet. Not a promise of future returns.

#### Work it out for your amount

              [Fee calculator](/fee-calculator)[Pricing, with a worked example](/pricing)

### DocumentsPrint, PDF factsheet, rebalance CSV

### Documents

#### Download and print

                * **Print this factsheet**Or save it as a PDF from the print dialog. Every section above, on clean pages.

                * [Download the PDF factsheetThe two page factsheet on the current site; enter your email to have a copy sent.](https://www.rupeecase.com/strategies/factsheets/midcap-smallcap)

                * [Rebalance history, CSVEvery published list, 131 rebalances, 14 May 2021 to 8 May 2026.](/data/rebalances/midcap-smallcap.csv)

                * [Rebalance history pageEach rebalance with what came in and what went out.](/rebalance/midcap-smallcap/)

                * [This strategy as plain textMarkdown, for reading tools and AI assistants.](/strategies/midcap-smallcap.md)

                * [DisclaimersHow the model figures are made and what they are not.](/disclaimers)

        RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026. Model figures are after estimated charges and are not actual client returns. Past performance does not guarantee future returns; capital can be lost.

          04Questions

## Before you
commit capital.

### What is the Midcap Smallcap strategy?
40 stocks, fortnightly rotation. Pure mid and small-cap momentum. It selects the top 40 momentum names from NSE Universe (max 2000) and rebalances every 2 weeks.

### What is the minimum investment for Midcap Smallcap?
About ₹80,000, enough to hold one share of every name in the current book at recent prices. The figure moves with the prices of the holdings.

### How does Midcap Smallcap compare to the Nifty 50?
Midcap Smallcap shows a model CAGR of 42.64% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.63. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.

### What is the worst drawdown Midcap Smallcap has experienced?
26.17% peak to trough in the model record. The deepest period ran 497 days, from 20 Dec 2024 to 1 May 2026. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.

### What are the fees on Midcap Smallcap?
0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. On the minimum capital of ₹80,000, the platform fee works out to about ₹1,250 a year (1.56% of capital). Assumptions: 26 rebalances a year (every 2 weeks), 30% of the book traded at each rebalance, 0.2% of traded value. Higher turnover or more capital raises the fee in proportion. Broker side charges (brokerage, STT, exchange charges, GST) are separate.

### Can I exit Midcap Smallcap at any time?
Yes. No lock-in. Holdings sit in your own broker demat account and you can sell any name on any market day. Switching strategies or pausing the rebalance is a one-click action on the platform.

            05Same family

## Mid and small: Midcap 150, Smallcap 250, Microcap.

          [All 18 strategies](/strategies/#sxPick)

      [HighMomentum

          Midcap
          Nifty Midcap 150, 20 stocks, every 2 weeks
          CAGR, model38.75%Max DD−24.9%From₹90K
          High risk, momentum](/strategies/midcap)
      [Moderately HighMomentum

          Smallcap
          Nifty Smallcap 250, 50 stocks, every 2 weeks
          CAGR, model37.40%Max DD−22.3%From₹2.19L
          Moderately High risk, momentum](/strategies/smallcap)
      [Moderately HighMomentum

          Microcap
          Nifty Microcap 250, 50 stocks, every 2 weeks
          CAGR, model37.33%Max DD−26.4%From₹2.25L
          Moderately High risk, momentum](/strategies/microcap)

        CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.

### Compare Midcap Smallcap with

* [vsMidcapCAGR 38.8%, Sharpe 1.49](/strategies/compare/midcap-vs-midcap-smallcap)
* [vsLarge MidcapCAGR 37.8%, Sharpe 1.69](/strategies/compare/midcap-smallcap-vs-large-midcap)
* [vs5Paisa Focused Alpha 5CAGR 54.1%, Sharpe 1.60](/strategies/compare/5paisa-focused-alpha-5-vs-midcap-smallcap)
* [vsAllcap Multi AssetCAGR 40.5%, Sharpe 1.81](/strategies/compare/midcap-smallcap-vs-allcap-multi-asset)

    Explore next

## Go deeper on this strategy.

* [Free module 3.5The Size Factor7 min read](/learn/path-3/module-3-5-size-factor-deep-dive)
* [TierGrowth core tier strategies5 strategies grouped by job](/strategies/by-tier/mid-aggressive)
* [Blog noteMidcap Smallcap: breadth is not diversificationStrategy notes, a short note](/blog/2026-06-30-evening-midcap-smallcap-breadth/)
* [Blog noteYou sorted by return. Here is what you missed.Strategy notes, a short note](/blog/2026-08-03-evening-sort-by-return/)
* [SectorCapital Goods stocksNSE sector across the 18 index algos](/sectors/capital-goods)
* [StockADANIENSOL, Adani Energy SolutionsOn 12 of 18 latest lists](/stocks/ADANIENSOL)

          Ready when you are

## Midcap Smallcap

          42.64% CAGR, model, back tested. About ₹80K to start. Every 2 weeks, you approve each one.

            [Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap)
            [Compare with Midcap](/strategies/compare/midcap-vs-midcap-smallcap)

          0.2% of traded value per rebalance. No AUM fee, no lock in. Line behind: the Midcap Smallcap model record, after charges, as of 27 Apr 2026. Not a promise of future returns.
