Momentum, Nifty Alpha 50
5Paisa Focused Alpha 5 is a RupeeCase index that holds 5 stocks from the Nifty Alpha 50, ranked by price momentum, rebalanced every 3 weeks. Model CAGR 54.1% (back tested, as of 27 Apr 2026), minimum about ₹22,000 (as of 8 Aug 2026), very high risk band.
Five stocks, three-week rotation. The most concentrated card on the lineup.
Very High risk band
Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name.
01At a glance
₹100 in May 2021 became ₹968 by Jul 2026 (Nifty 50 TRI line ₹162). Model, back tested. As of 27 Apr 2026. After charges, log scale.
02Three steps
Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money.
Invest in 5Paisa Focused Alpha 5
Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration.
03Factsheet
Model, back tested, after charges; each block names its date.
Model, back tested, after charges, 2021 to May 2026.
Model, back tested monthly returns after charges, May 2021 to May 2026 (61 months).
Daily model record over rolling 5 years: peak to low, and days until back at that peak.
Model, back tested. As of 27 Apr 2026. Month end values, May 2021 to Jul 2026, so falls read shallower than the daily figures on the buttons. Falls this deep can happen again.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | no data | no data | no data | no data | −2.5 | 4.2 | 5.9 | −1.7 | −1.8 | 1.5 | −3.2 | 8.7 | +10.9% |
| 2022 | 9.4 | −7.5 | 8.9 | 8.2 | −3.2 | −6.1 | 18.7 | 8.8 | −3.1 | 11.6 | 9.0 | 7.5 | +77.5% |
| 2023 | −14.1 | 1.6 | 6.3 | 4.5 | −0.5 | 11.9 | 9.4 | 13.5 | 16.8 | 1.5 | 17.6 | 3.7 | +93.7% |
| 2024 | 8.6 | 10.6 | 11.2 | 13.8 | 8.3 | 3.5 | −3.3 | 1.7 | 2.1 | 4.8 | 3.3 | 10.9 | +105.2% |
| 2025 | −14.1 | −11.2 | 8.5 | 8.0 | 14.0 | 4.5 | −11.1 | −2.1 | −1.7 | 3.6 | −0.6 | 4.9 | −1.7% |
| 2026 | 11.7 | 3.3 | −11.4 | 18.9 | 0.8 | no data | no data | no data | no data | no data | no data | no data | +22.6% |
Model, back tested, after charges; one calendar month per cell, in percent.
Model, back tested, month end values, May 2021 to Jul 2026.
Live quantities and prices are in the app. Sign up for RupeeCase
Weights on the rebalance day, 27 Apr 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation.
4 sectors in the equity sleeve. All 5 names sit in metals, power, and exchanges complex. Adani Power, National Aluminium, Hindustan Copper, MCX, GVT&D. Heavy commodity and capex tilt at this snapshot.
88 rebalances, 8 sectors touched, 4 held now.
| Sector | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
|---|---|---|---|---|---|---|---|
| Metals & Mining | 15 | 3 | 2 | 19 | 4 | 43 | 40 |
| Banking & Financial | 18 | 16 | 24 | 19 | 17 | 20 | 20 |
| Capital Goods | 0 | 2 | 14 | 22 | 9 | 11 | 20 |
| Power & Utilities | 5 | 10 | 7 | 1 | 3 | 5 | 20 |
| Other, not yet mapped | 46 | 67 | 53 | 39 | 63 | 12 | out |
| FMCG & Consumer | 11 | 2 | 0 | 0 | 0 | 0 | out |
| Pharma & Healthcare | 5 | 0 | 0 | 0 | 3 | 0 | out |
| Auto & Components | 0 | 0 | 0 | 0 | 1 | 9 | out |
Average weight of the equity sleeve that year, equal weighted at the stock level; darker is higher. Now: the list of 27 Apr 2026.
A fixed calendar; you approve each rebalance before your broker places the orders.
Against the list of 24 Apr 2026: 0 in, 1 out, 5 held, 5 on the list.
The 5 held names are in Holdings.
Model, back tested record. In plus held is the list size, which can differ from the 5 stock target. Not recommendations.
| Date | On the list | In | Out |
|---|---|---|---|
| 27 Apr 2026 | 5 | 0 | −1 |
| 24 Apr 2026 | 6 | +1 | −1 |
| 3 Apr 2026 | 6 | +1 | −2 |
| 13 Mar 2026 | 7 | +1 | −2 |
| 20 Feb 2026 | 8 | +3 | −1 |
| 30 Jan 2026 | 6 | +1 | −2 |
62 such shifts in 88 rebalances.
Equity sleeve, between two consecutive lists.
| Metric | 5Paisa Focused Alpha 5 | Nifty 50 |
|---|---|---|
| Sharpe ratio | 1.60 | 0.73 |
| Sortino ratio | 1.65 | 0.70 |
| Calmar ratio | 2.34 | 0.58 |
| Volatility, a year | 31.06% | 14.04% |
| Max drawdown | −24.18% | −16.92% |
| Best week | +15.26% | +6.36% |
| Worst week | −10.30% | −6.33% |
| Weeks up | 62.45% | 57.47% |
| Average up week | +3.50% | +1.49% |
| Average down week | −3.28% | −1.57% |
Model, back tested, after charges. Weekly, rolling 5 years to 27 Apr 2026; Nifty 50 over the same window.
Very High, Low to Very High
Already at the bold end of the lineup.
Card figures: Model, back tested. As of 27 Apr 2026. Take the risk profile to find your band.
Start from the Nifty Alpha 50, filtered to stocks priced under ₹10,000.
Score every stock by a risk adjusted momentum composite over several look backs.
Hold the top 5 names by score, equal weighted so no single name dominates.
Every 3 weeks the model reruns: names out of the top 5 are sold, new entrants bought, and the full list is published.
Most diversified portfolios water down their best ideas. This card goes the other way. It runs the Nifty Alpha 50 (the 50 stocks in the broader Nifty universe with the highest alpha vs Nifty 500 over the trailing year) through a momentum filter and holds only the top 5 names. Every three weeks the screen re-runs and the portfolio rotates into whatever the model says is the strongest set of bets for the next cycle.
Concentration is the whole design. Five names means every position pulls real weight. A right call moves the portfolio instead of drowning among fifty others, and a stale one gets rotated out at the next screen. Nothing on this card hides.
The portfolio swings hard. Five stocks cannot smooth each other the way fifty can, so weekly moves run well past what an index investor is used to, in both directions. Drawdowns on this card cut deeper than the Nifty 50's. If you cannot watch a meaningful slice of your stake disappear on paper and stay invested, this is the wrong card on the lineup.
What you get for sitting through the swings is asymmetry. Momentum concentrated into its strongest expressions tends to win bigger than it loses, and that gap is what compounds. The card does not try to be right every week. It tries to be positioned where being right pays the most.
The card buys only stocks priced under 10000. It rebalances every 3 weeks regardless of regime. It holds 5 names equal-weight. No fixed-income buffer. No gold sleeve. No defensive overlay. Pure momentum on a momentum-pre-screened universe.
The three-week cadence keeps the portfolio pointed at whatever the screen currently rates strongest, and the roster turns over as regimes shift. The card does not have favourite stocks. It has a favourite signal.
This is not a starter portfolio. If this is your first systematic card, start with Nifty 50 Equal Weight and graduate to this one once you have lived through a real drawdown on a less aggressive product. This is also not a tax-friendly card if you trade it in a non-registered account. Three-week rebalances on 5 names mean churn, and churn means short-term capital gains.
A description, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser.
Machine learning tested the signals, the number of names and the cadence out of sample. The rule that ships is frozen and published: a fixed, readable algorithm, not a black box.
Free Learn modules, no sign up.
0.2%of traded value, charged only when a rebalance trades
No subscription, AUM or performance fee; broker charges are separate. Fee calculator Pricing
Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded.
Model, back tested, cumulative, rolling 5 years to 27 Apr 2026. Net is gross minus estimated costs.
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.
Investing: Practice first, then Live
5 chapters, 0:46, no sound
04Questions
Five stocks, three-week rotation. The most concentrated card on the lineup. It selects the top 5 momentum names from Nifty Alpha 50 and rebalances every 3 weeks.
About ₹22,000 (as of 8 Aug 2026), enough to hold one share of every name in the book at recent prices. The figure moves with the prices of the holdings.
5Paisa Focused Alpha 5 shows a model CAGR of 54.08% against 9.80% for the Nifty 50 TRI CAGR line (Jan 2021 to Jul 2026), with a Sharpe ratio of 1.60. Model, back tested. As of 27 Apr 2026. Past performance does not guarantee future returns.
24.18% peak to trough in the model record. The deepest period ran 140 days, from 3 Jan 2025 to 23 May 2025. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again, so size the position for it.
0.2% of traded value per rebalance. No subscription, no AUM fee, no performance fee. About 1.9% of capital a year at 0.2% of traded value, from the published rebalance record: 19 rebalances in the year to 27 Apr 2026, about 9.5 times the portfolio traded (sales and purchases). Weight resets and broker side charges (brokerage, STT, exchange charges, GST) are not included. Turnover varies year to year. On the minimum capital of ₹22,000 that is about ₹420 a year, an estimate from the model record, not a promise.
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
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CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026.
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