5Paisa Focused Alpha 5 vs Allcap
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.
Starter · CAGR 56.6%
5Paisa Focused Alpha 5
Five stocks. Three-week rotation. CAGR 56.60%. Highest on the lineup.
vs
Full-equity core · CAGR 48.5%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.46%. Highest Sharpe on the lineup at 1.78.
| Metric | 5Paisa Focused Alpha 5 | Allcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 56.60% | ← | 48.46% | 9.80% |
| Sharpe ratio | 1.60 | → | 1.78 | 0.73 |
| Sortino ratio | 1.65 | → | 1.70 | 0.70 |
| Calmar ratio | 2.34 | ← | 2.13 | 0.58 |
| Max drawdown | 24.18% | → | 22.71% | -16.92% |
| Volatility | 31.06% | → | 23.76% | 14.04% |
| Net return (5Y) | 842.55% | ← | 621.85% | 59.62% |
| Min capital | ₹22045 | ← | ₹229500 | — |
| Stocks held | 5 | 50 | 50 | |
| Rebalance cadence | 3 weeks | 2 weeks | n/a | |
| Universe | EQUITY | ALLCAP | Nifty 50 | |
| Risk band | Very High | Moderately High | Moderate | |
| Tier | Starter | Full-equity core | Index benchmark |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 56.60% vs 48.46%)
- Better risk-adjusted return: Allcap (Sharpe 1.78 vs 1.60)
- Shallower drawdown: Allcap (Max DD 22.71% vs 24.18%)
- Lower entry: 5Paisa Focused Alpha 5 (₹22045 vs ₹229500)
Holdings overlap
2 stocks held by both · 4% overlap by name count
Shared: ADANIPOWERGVT&D
Only in 5Paisa Focused Alpha 5: NATIONALUMHINDCOPPERMCX
Only in Allcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPJAYNECOINDGALLANTTTDPOWERSYSKRNADANIGREENADANIENSOLAZADLLOYDSMELLOYDSENTACUTAASATHERENERGLLOYDSENGGKIRLOSENG +28 more