--- title: "5Paisa Focused Alpha 5 | Nifty Alpha 50 Momentum | RupeeCase" description: "The 5 highest momentum stocks in the Nifty Alpha 50, equal weight, rotated every 3 weeks. Own them in your demat, 0.2% of traded value per rebalance." source_url: "https://www.rupeecase.com/strategies/5paisa-focused-alpha-5" --- Momentum, Nifty Alpha 50 # 5Paisa Focused Alpha 5 momentum strategy 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 [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5) [Compare head to head](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) Runs in your own 5paisa, Zebu or Arrow demat. The shares stay in your name. 01At a glance ## 5Paisa Focused Alpha 5 in four numbers. CAGR**54.08%**Model, back tested Max drawdown**−24.18%**Model, back tested Minimum investment**₹22K**About ₹22,000 Fee per rebalance**0.2%**Of traded value, nothing else 5Paisa Focused Alpha 5, model**₹968**Nifty 50 TRI, 9.80% CAGR line**₹162** 150 200 300 500 700 ₹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 ## Compare. Validate. Invest. 1. ### Compare Against the other 17 strategies, and funds, PMS and AIF. [Compare strategies](/compare) 2. ### Validate the back test Every year, fall, holding and rebalance, in the factsheet. Open the factsheet 3. ### Invest Link your broker and approve each rebalance. Stocks stay in your own demat; RupeeCase never holds your money. [Invest in 5Paisa Focused Alpha 5](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5) ### Invest, screen by screen Watch the walkthrough, 0:46 1. 1Each strategy page shows its model history and the Invest bar with the minimum. 2. 2The sheet opens with the minimum as the amount; Use minimum puts it back. 3. 3Practice follows the strategy with no real broker order. 4. 4Live shows your broker cash and asks for your consent before any order. Screens from the RupeeCase app. Model, back tested figures as of 27 Apr 2026; portfolio screens are a sample for illustration. 03Factsheet ## 5Paisa Focused Alpha 5 factsheet Model, back tested, after charges; each block names its date. Print [PDF factsheet](https://www.rupeecase.com/strategies/factsheets/5paisa-focused-alpha-5) Performance Holdings and sectors Rebalances Risk metrics Methodology Costs Documents ### Performance6 years, 61 months ### Performance #### Calendar year returns * 2021from May**+10.9%** * 2022**+77.5%** * 2023**+93.7%** * 2024**+105.2%** * 2025**−1.7%** * 2026to May**+22.6%** Model, back tested, after charges, 2021 to May 2026. #### What an amount would have become One time Every month Amount, ₹ You put in₹22,000 Model value Gain Model, back tested monthly returns after charges, May 2021 to May 2026 (61 months). #### Stress test: drag through the falls Month**Feb 2025** Below the last peak**−23.7%** Back to the peak Model value, log scaleBelow the last peak Month on the record Deepest falls, daily record **−24.2%**Jan 2025, 140 days to recover **−16.3%**Feb 2026, 56 days to recover **−16.1%**Apr 2022, 91 days to recover **−15.0%**Jul 2025, 175 days to recover Exact dates of the deepest falls 1. **−24.18%**3 Jan 2025 to 23 May 2025*140 days* 2. **−16.30%**13 Feb 2026 to 10 Apr 2026*56 days* 3. **−16.10%**22 Apr 2022 to 22 Jul 2022*91 days* 4. **−14.96%**4 Jul 2025 to 26 Dec 2025*175 days* 5. **−14.40%**13 Jan 2023 to 28 Apr 2023*105 days* 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. #### Monthly returns | 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. #### Rolling returns ##### Any 1 year, return Worst−1.6% Median+48.9% Best+230.6% Positive98%of 51 windows ##### Any 3 years, CAGR Worst+57.6% Median+74.2% Best+91.8% Positive100%of 27 windows Model, back tested, month end values, May 2021 to Jul 2026. ### Holdings and sectors5 holdings, 4 sectors ### Holdings and sectors #### 5 holdings * Equity**96%** * ADANIPOWER**19.9%** * HINDCOPPER**19.9%** * MCX**19.6%** * NATIONALUM**19.3%** * GVT&D**17.3%** Live quantities and prices are in the app. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5) Weights on the rebalance day, 27 Apr 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation. #### Sector allocation * Metals & Mining**40.8%** * Power & Utilities**20.7%** * Banking & Financial**20.4%** * Capital Goods**18.0%** 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. #### Sector weight by year 88 rebalances, 8 sectors touched, 4 held now. Show the year by year sector table | 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. ### Rebalances88 published, latest 27 Apr 2026 ### Rebalances #### The rebalance record published rebalances88 first in the record14 May 2021 about 17 a yearEvery 3 weeks latest published27 Apr 2026 A fixed calendar; you approve each rebalance before your broker places the orders. #### Latest rebalance, 27 Apr 2026 Against the list of 24 Apr 2026: **0 in**, **1 out**, 5 held, 5 on the list. ##### Out * VEDL 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. #### Recent rebalances | 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 | [Every rebalance with its names](/rebalance/5paisa-focused-alpha-5/)[Rebalance history, CSV](/data/rebalances/5paisa-focused-alpha-5.csv) #### Sector shifts of 10 points or more 62 such shifts in 88 rebalances. Show the latest six rebalances, what moved 1. 27 Apr 2026Metals & Mining **−10 pts** 2. 24 Apr 2026Auto & Components **−17 pts**, Power & Utilities **+17 pts** 3. 3 Apr 2026Other, not yet mapped **−29 pts**, Banking & Financial **+17 pts** 4. 13 Mar 2026Banking & Financial **−25 pts**, Auto & Components **+14 pts** 5. 20 Feb 2026Other, not yet mapped **+25 pts**, Auto & Components **−17 pts**, Metals & Mining **−12 pts** 6. 30 Jan 2026Other, not yet mapped **−29 pts**, Metals & Mining **+21 pts** Equity sleeve, between two consecutive lists. ### Risk metricsSharpe 1.60, volatility 31.06% ### Risk metrics #### 5Paisa Focused Alpha 5 against the Nifty 50 | 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. #### Risk band **Very High**, Low to Very High Deepest model fall−24.18% Time horizon5 years or longer. Drawdowns of 24% 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 (High)MidcapCAGR 38.8%, Sharpe 1.49, max drawdown −24.9%](/strategies/midcap)Already at the bold end of the lineup. Card figures: Model, back tested. As of 27 Apr 2026. [Take the risk profile](/risk-profile) to find your band. #### Watch the figures explained ### MethodologyEvery 3 weeks ### Methodology #### How it works 1. 1**Universe**Start from the Nifty Alpha 50, filtered to stocks priced under ₹10,000. 2. 2**Rank**Score every stock by a risk adjusted momentum composite over several look backs. 3. 3**Select**Hold the top 5 names by score, equal weighted so no single name dominates. 4. 4**Rebalance**Every 3 weeks the model reruns: names out of the top 5 are sold, new entrants bought, and the full list is published. #### Configuration UniverseNifty Alpha 50 SleevesEquity 100 Holdings5, equal weight RebalanceEvery 3 weeks, about 17 a year Max stock price₹10,000 BenchmarkNifty 50 (charts: Nifty 50 TRI CAGR line) Back test from7 May 2021 Metrics windowRolling 5 years PricesNSE BhavCopy, after brokerage, STT, exchange charges and GST Written forAggressive investors with a long horizon and tolerance for sharp drawdowns #### Why 5Paisa Focused Alpha 5 The dashboard on sample data * The most concentrated card on the lineup: 5 names, nothing else * Momentum squared: top 5 picks from an already momentum-screened index * Three-week rotation keeps the portfolio pointed at the strongest signal * The trade-off: five-stock concentration swings hard in both directions Read 7 more paragraphs, 365 words 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. #### How the rule was built 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. [The engine and the audit trail](/technology) #### Learn the mechanics * [Building your first strategy](/learn/path-2/module-2-5-building-your-first-strategy) * [Momentum factor](/learn/path-3/module-3-1-momentum-factor-deep-dive) * [How back testing works](/learn/path-2/module-2-4-how-backtesting-works) * [Risk metrics that matter](/learn/path-2/module-2-3-risk-metrics-that-matter) Free Learn modules, no sign up. ### Costs0.2% per rebalance ### Costs #### One fee per rebalance **0.2%**of traded value, charged only when a rebalance trades No subscription, AUM or performance fee; broker charges are separate. [Fee calculator](/fee-calculator) [Pricing](/pricing) #### A year on the minimum Minimum capital₹22,000 Rebalances, year to 27 Apr 202619 Traded, about9.5 timesthe portfolio Platform fee a year, about₹4201.9% of capital Estimate from the model rebalance record at 0.2% of traded value; weight resets and broker charges excluded. #### Costs inside the back test Gross return+928.77%before costs Estimated costs−86.22 ptsbrokerage, STT and taxes Net return+842.55%after costs Nifty 50, same window+59.62%cumulative Model, back tested, cumulative, rolling 5 years to 27 Apr 2026. Net is gross minus estimated costs. ### DocumentsPDF, CSV ### Documents #### Download and print * **Print or save as PDF** * [PDF factsheet by email](https://www.rupeecase.com/strategies/factsheets/5paisa-focused-alpha-5) * [Rebalance history, CSV88 rebalances, 14 May 2021 to 27 Apr 2026.](/data/rebalances/5paisa-focused-alpha-5.csv) * [Rebalance history page](/rebalance/5paisa-focused-alpha-5/) * [Plain text (Markdown)](/strategies/5paisa-focused-alpha-5.md) * [Disclaimers](/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. ## Invest, the walkthrough Allcap, model history after charges. Model, back tested. Not a promise of future returns.Investing: Practice first, then Live 5 chapters, 0:46, no sound 1. [Chapter 1The Invest bar0:08](/instiv2/media/wt3/invest-practice-live-bar-phone-dark-v3.mp4) 2. [Chapter 2Amount and Use minimum0:13](/instiv2/media/wt3/invest-practice-live-amount-phone-dark-v3.mp4) 3. [Chapter 3Practice0:06](/instiv2/media/wt3/invest-practice-live-practice-phone-dark-v3.mp4) 4. [Chapter 4Live0:14](/instiv2/media/wt3/invest-practice-live-live-phone-dark-v3.mp4) 5. [Chapter 5Your portfolio0:05](/instiv2/media/wt3/invest-practice-live-status-phone-dark-v3.mp4) Steps in this video 1. Allcap, model history after charges. Model, back tested. Not a promise of future returns. 2. The Invest bar shows the minimum for this strategy. 3. Invest opens the sheet with the minimum as the amount. 4. Type any amount at or above the minimum. 5. Use minimum puts the minimum back. 6. Practice is chosen first. It follows the strategy with no real broker order. 7. Live shows the cash at your broker. 8. Nothing is sent until you accept the consent text and press Invest now. 9. Each portfolio shows its mode, broker and status at the top. 04Questions ## Before you commit capital. ### What is the 5Paisa Focused Alpha 5 strategy? 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. ### What is the minimum investment for 5Paisa Focused Alpha 5? 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. ### How does 5Paisa Focused Alpha 5 compare to the Nifty 50? 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. ### What is the worst drawdown 5Paisa Focused Alpha 5 has experienced? 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. ### What are the fees on 5Paisa Focused Alpha 5? 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. ### Can I exit 5Paisa Focused Alpha 5 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 ## Large and mid: Nifty LargeMidCap 250, Alpha 50. [All 18 strategies](/strategies/#sxPick) [Moderately HighMomentum Large Midcap Nifty LargeMidCap 250, 40 stocks, every 2 weeks CAGR, model37.83%Max DD−19.3%From₹1.99L](/strategies/large-midcap) [ModerateHybrid Large Mid Hybrid Nifty LargeMidCap 250, 41 stocks, every 2 weeks CAGR, model33.21%Max DD−18.3%From₹2.49L](/strategies/large-mid-hybrid) [ModerateMulti asset Large Mid Multi Asset Nifty LargeMidCap 250, 42 stocks, every 2 weeks CAGR, model34.33%Max DD−17.6%From₹2.49L](/strategies/largemid-multi-asset) CAGR and Max DD on the cards: Model, back tested. As of 27 Apr 2026. ### Compare 5Paisa Focused Alpha 5 with * [vsNifty 50 Equal Weight](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) * [vsMidcap Smallcap](/strategies/compare/5paisa-focused-alpha-5-vs-midcap-smallcap) * [vsAllcap](/strategies/compare/5paisa-focused-alpha-5-vs-allcap) Explore next ## Go deeper on this strategy. * [GuideNifty Alpha 50: how the index works and how to invest in itHow NSE picks and weights it, what it returned, and what it costs to hold.](/guides/nifty-alpha-50) * [Free module 4.3Rebalancing Strategies9 min read](/learn/path-4/module-4-3-rebalancing-strategies) * [TierStarter tier strategies2 strategies grouped by job](/strategies/by-tier/starter) * [Blog noteAlpha 5: concentration is a position sizeStrategy notes, a short note](/blog/2026-06-16-morning-focused-alpha-5-spotlight/) * [Blog note5 vs 20 vs 50 stocks: what concentration buys and takes backStrategy notes, a short note](/blog/2026-05-02-morning-concentration-vs-diversification/) * [SectorMetals & Mining stocksNSE sector across the 18 index algos](/sectors/metals-mining) Ready when you are ## 5Paisa Focused Alpha 5 54.08% CAGR, model, back tested. About ₹22K to start. Every 3 weeks, you approve each one. [Sign up for RupeeCase](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5) [Compare head to head](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) 0.2% of traded value per rebalance. No AUM fee, no lock in. Line: the model record after charges, as of 27 Apr 2026. Not a promise of future returns.