5Paisa Focused Alpha 5 vs RupeeCase Nifty 10
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
Starter · CAGR 15.1%
RupeeCase Nifty 10
10 stocks from Nifty 50. 4-week rotation. CAGR 15.10%. The starter card.
| Metric | 5Paisa Focused Alpha 5 | RupeeCase Nifty 10 | Nifty 50 TRI | |
|---|---|---|---|---|
| CAGR (5Y) | 56.60% | ← | 15.10% | 9.80% |
| Sharpe ratio | 1.60 | ← | 0.88 | 0.73 |
| Sortino ratio | 1.65 | ← | 0.85 | 0.70 |
| Calmar ratio | 2.34 | ← | 0.68 | 0.58 |
| Max drawdown | 24.18% | → | 22.24% | -16.92% |
| Volatility | 31.06% | → | 17.84% | 14.04% |
| Net return (5Y) | 842.55% | ← | 102.08% | 59.62% |
| Min capital | ₹22045 | → | ₹17799 | — |
| Stocks held | 5 | 10 | 50 | |
| Rebalance cadence | 3 weeks | 4 weeks | n/a | |
| Universe | EQUITY | EQUITY | Nifty 50 | |
| Risk band | Very High | Moderately High | Moderate | |
| Tier | Starter | Starter | Index benchmark |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 56.60% vs 15.10%)
- Better risk-adjusted return: 5Paisa Focused Alpha 5 (Sharpe 1.60 vs 0.88)
- Shallower drawdown: RupeeCase Nifty 10 (Max DD 22.24% vs 24.18%)
- Lower entry: RupeeCase Nifty 10 (₹17799 vs ₹22045)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in 5Paisa Focused Alpha 5: ADANIPOWERNATIONALUMHINDCOPPERMCXGVT&D
Only in RupeeCase Nifty 10: NESTLEINDADANIPORTSHINDALCOTATASTEELNTPCSHRIRAMFINPOWERGRIDONGCCOALINDIAJSWSTEEL