5Paisa Focused Alpha 5 vs Midcap Smallcap
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
Growth core · CAGR 49.9%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 49.92%.
| Metric | 5Paisa Focused Alpha 5 | Midcap Smallcap | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 56.60% | ← | 49.92% | 9.80% |
| Sharpe ratio | 1.60 | → | 1.63 | 0.73 |
| Sortino ratio | 1.65 | ← | 1.48 | 0.70 |
| Calmar ratio | 2.34 | ← | 1.91 | 0.58 |
| Max drawdown | 24.18% | ← | 26.17% | -16.92% |
| Volatility | 31.06% | → | 27.02% | 14.04% |
| Net return (5Y) | 842.55% | ← | 658.09% | 59.62% |
| Min capital | ₹22045 | ← | ₹71779 | — |
| Stocks held | 5 | 40 | 50 | |
| Rebalance cadence | 3 weeks | 2 weeks | n/a | |
| Universe | EQUITY | MIDCAP - SMALLCAP | Nifty 50 | |
| Risk band | Very High | High | Moderate | |
| Tier | Starter | Growth core | Index benchmark |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 56.60% vs 49.92%)
- Better risk-adjusted return: Midcap Smallcap (Sharpe 1.63 vs 1.60)
- Shallower drawdown: 5Paisa Focused Alpha 5 (Max DD 24.18% vs 26.17%)
- Lower entry: 5Paisa Focused Alpha 5 (₹22045 vs ₹71779)
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