5Paisa Focused Alpha 5 vs Midcap Smallcap
Side-by-side comparison of two RupeeCase strategies. All numbers from a rolling 5-year backtest with all charges deducted. Past performance is not a guarantee.
Starter · CAGR 53.3%
5Paisa Focused Alpha 5
Five stocks, three-week rotation. The most concentrated card on the lineup.
vs
Growth core · CAGR 42.8%
Midcap Smallcap
40 stocks, fortnightly rotation. Pure mid and small-cap momentum.
| Metric | 5Paisa Focused Alpha 5 | Midcap Smallcap | Nifty 50 TRI (as of 13 Jul 2026) | |
|---|---|---|---|---|
| CAGR | 53.28% | ← | 42.75% | n/a |
| Sharpe ratio | 1.60 | → | 1.63 | 0.69 |
| Sortino ratio | 1.65 | ← | 1.48 | 0.67 |
| Calmar ratio | 2.34 | ← | 1.91 | 0.54 |
| Max drawdown | 24.18% | ← | 26.17% | -16.92% |
| Volatility | 31.06% | → | 27.02% | 14.15% |
| Net return | 739.82% | ← | 489.06% | n/a |
| Backtest window | rolling 5 years | rolling 5 years | n/a | |
| Min capital | ₹22K | ← | ₹79K | n/a |
| Stocks held | 5 | 40 | 50 | |
| Rebalance cadence | 3 weeks | 2 weeks | n/a | |
| Universe | EQUITY | MIDCAP - SMALLCAP | Nifty 50 | |
| Risk band | Very High | Moderately High | Moderate | |
| Tier | Starter | Growth core | Index benchmark |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 53.28% vs 42.75%)
- Better risk-adjusted return: Midcap Smallcap (Sharpe 1.63 vs 1.60) (as of 27 Apr 2026)
- Shallower drawdown: 5Paisa Focused Alpha 5 (Max DD 24.18% vs 26.17%) (as of 27 Apr 2026)
- Lower entry: 5Paisa Focused Alpha 5 (₹22K vs ₹79K)
Holdings overlap
1 stocks held by both · 3% overlap by name count
Shared: ADANIPOWER
Only in 5Paisa Focused Alpha 5: NATIONALUMHINDCOPPERMCXGVT&D
Only in Midcap Smallcap: HFCLSTLTECHWEBELSOLARCUPIDQPOWERAPOLLOWELCORPJTLINDJAYNECOINDGALLANTTTDPOWERSYSPRECWIREKRNADANIGREENADANIENSOLAEROFLEXBAJAJCONEPIGRALPAISALOLLOYDSME +19 more