Factsheet, model back tested
5Paisa Focused Alpha 5 factsheet
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. The 5Paisa Focused Alpha 5 factsheet puts its model, back tested record on one printable page.
Five stocks, three-week rotation. The most concentrated card on the lineup.
RupeeCase strategy factsheet
5Paisa Focused Alpha 5
Momentum, Nifty Alpha 50. Five stocks, three-week rotation. The most concentrated card on the lineup.
- CAGR
- 54.08%Nifty 50 TRI line 9.8%
- Max drawdown
- −24.18%peak to trough, model
- Sharpe ratio
- 1.60Nifty 50 0.73
- Minimum capital
- ₹22Kabout ₹22,000
Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.
₹100 became ₹968, May 2021 to Jul 2026 (Nifty 50 TRI line ₹162). Log scale.
Performance, risk, efficiency
- Metric5Paisa Focused Alpha 5Nifty 50
- Performance
- CAGR54.08%9.8%
- Cumulative return+722.56%+59.62%
- Sharpe ratio1.600.73
- Sortino ratio1.650.70
- Calmar ratio2.340.58
- Risk
- Max drawdown−24.18%−16.92%
- Volatility, a year31.06%14.04%
- Best week+15.26%+6.36%
- Worst week−10.30%−6.33%
- Efficiency
- Weeks up62.45%57.47%
- Average up week+3.50%+1.49%
- Average down week−3.28%−1.57%
Model, after charges; weekly, rolling 5 years to 27 Apr 2026. CAGR, Sharpe and max drawdown as of 27 Apr 2026.
Configuration
- Universe
- Nifty Alpha 50
- Sleeves
- Equity 100
- Holdings
- 5, equal weight in the equity sleeve
- Rebalance
- Every 3 weeks, about 17 a year
- Max stock price
- ₹10,000
- Tier
- Starter
- Benchmark
- Nifty 50
- Minimum as of
- 8 Aug 2026
- Back test from
- 7 May 2021
- Metrics window
- Rolling 5 years
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.
Deepest falls
- −24.18%3 Jan 2025 to 23 May 2025140 days
- −16.30%13 Feb 2026 to 10 Apr 202656 days
- −16.10%22 Apr 2022 to 22 Jul 202291 days
- −14.96%4 Jul 2025 to 26 Dec 2025175 days
- −14.40%13 Jan 2023 to 28 Apr 2023105 days
Daily model record, rolling 5 years: peak to low, days to recover.
Monthly returns
- 2021no datano datano datano data−2.54.25.9−1.7−1.81.5−3.28.7+10.9%
- 20229.4−7.58.98.2−3.2−6.118.78.8−3.111.69.07.5+77.5%
- 2023−14.11.66.34.5−0.511.99.413.516.81.517.63.7+93.7%
- 20248.610.611.213.88.33.5−3.31.72.14.83.310.9+105.2%
- 2025−14.1−11.28.58.014.04.5−11.1−2.1−1.73.6−0.64.9−1.7%
- 202611.73.3−11.418.90.8no datano datano datano datano datano datano data+22.6%
Model, after charges; one calendar month per cell, in percent.
5 holdings
- Equity96%
- ADANIPOWER19.9%
- HINDCOPPER19.9%
- MCX19.6%
- NATIONALUM19.3%
- GVT&D17.3%
Weights on the rebalance day, 27 Apr 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock.
Sector allocation
- Metals & Mining40.8%
- Power & Utilities20.7%
- Banking & Financial20.4%
- Capital Goods18.0%
4 sectors in the equity sleeve.
How it works
- 1Universe
Nifty Alpha 50, stocks priced under ₹10,000.
- 2Rank
A risk adjusted momentum composite scores every stock.
- 3Select
The top 5 names, equal weighted.
- 4Rebalance
Every 3 weeks: names out are sold, entrants bought, the list published.
Costs
- Platform fee
- 0.2% of traded value per rebalance; no AUM or performance fee, no lock in
- A year on the minimum, about
- ₹420 (1.9% of capital): 19 rebalances in the year to 27 Apr 2026, about 9.5 times the portfolio traded (sales and purchases), model record
- Inside the back test
- Gross +928.77%, costs −86.22 pts, net +842.55%, rolling 5 years to 27 Apr 2026
- Broker side
- Brokerage, STT, exchange charges, GST
Rebalance record
- Published rebalances
- 88, 14 May 2021 to 27 Apr 2026
- Names on the latest list
- 5 (target 5)
Every list is public, with the names in and out.
RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost. Prices: NSE BhavCopy; the back test deducts brokerage, STT, exchange charges and GST. https://www.rupeecase.com/strategies/factsheets/5paisa-focused-alpha-5
02The PDF
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In the app
How a strategy is chosen.
1Search finds strategies by name, theme or type: here, mid. 
2Each card: growth per year beside the NIFTY 50, max drawdown, risk band, minimum, rebalance and stocks. 
3The strategy page: model history after charges, the NIFTY 50 beside it, and the risk band. 
4Key figures: today, growth per year and max drawdown, each beside the NIFTY 50. 
5The History tab: every rebalance in the model record, with the stocks sold and how each did.
Screens from the RupeeCase app, shown with Allcap. Model, back tested. As of 27 Apr 2026. Watch the walkthrough
03Documents
Everything behind the sheet.
- 5Paisa Focused Alpha 5 strategy page
- Rebalance history88 rebalances
- Rebalance history, CSV
- 5Paisa Focused Alpha 5 as plain text
- Starter tier
- Disclaimers
Compare 5Paisa Focused Alpha 5 with
Other factsheets
CAGR on the cards: Model, back tested. As of 27 Apr 2026.
04Questions
The 5Paisa Focused Alpha 5 factsheet,
in plain words.
What does the 5Paisa Focused Alpha 5 factsheet show?
The model, back tested record of 5Paisa Focused Alpha 5: a CAGR of 54.08%, a deepest fall of −24.18% and a Sharpe ratio of 1.60 as of 27 Apr 2026, with 5 holdings rebalanced every 3 weeks. Every figure is after estimated charges and names its date.
What does it cost to run 5Paisa Focused Alpha 5?
0.2% of traded value per rebalance, nothing else: no subscription, no AUM fee, no performance fee and no lock in. 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.
How much capital does 5Paisa Focused Alpha 5 need?
About ₹22,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. More capital tracks the model weights more closely.
Are these actual returns?
No. RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost.
Explore next
Read the record behind the factsheet.
- 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.
- Free module 3.1The Momentum Factor11 min read
- Blog noteAlpha 5: concentration is a position sizeStrategy notes, a short note
- SectorMetals & Mining stocksNSE sector across the 18 index algos
- Free module 2.4How Backtesting Works8 min read
5Paisa Focused Alpha 5.
Read the rules, then decide.
About ₹22K to start. 0.2% of traded value per rebalance, no lock in.