18 strategies. Rules-based. In your demat.
No black box. No lock-in. No AUM fee. Backtested from each strategy's inception (January 2021 for most) with realistic costs deducted. CAGR range 14% to 53%. Sharpe up to 2.32. Capital starts at ₹22K. Built and run by Tanmay Kurtkoti. NISM-certified. 17+ years in systematic trading.
NAV indexed to 100. Pick any combination.
Default view shows Nifty 50 TRI plus 3 strategies that span the spectrum: highest CAGR (5Paisa Focused Alpha 5), best Sharpe (Dynamic Asset Allocator), the starter pick (Large Mid Multi Asset). Toggle any of the 18 strategies into the chart below.
NAV indexed to 100 on each strategy's inception (Jan 2021 or later). Backtested returns include realistic transaction costs. Past performance is not indicative of future results. Source: NSE BhavCopy.
Pick your starting point.
Most investors do not start with the highest-CAGR strategy. Match how you plan to use the capital, then open the full lineup below. Backtested from January 2021, costs deducted. Source: NSE BhavCopy.
New to rules-based investing? Begin with a low minimum and a familiar large-cap book you can hold through a full cycle.
See the entry-level strategies Build a coreFor your main capital. Diversified, multi-asset blends with the steadiest risk-adjusted returns on the lineup.
See the core strategies Add a satelliteA concentrated, higher-risk sleeve for capital you can leave alone for years. Size it as a satellite, not your core.
See the high-growth strategiesHigher up is more return. Further left is a shallower worst-case.
Every strategy on CAGR against its deepest backtested drawdown. Top-left is the sweet spot. Hover a dot for the name; click to open it.
The lineup. Sorted by CAGR. Pick by risk band.
Tap any row for top holdings. Open its full page with View → or grab the factsheet from the right.
| # | Strategy | Sleeve | Stk | Reb | CAGR | Sharpe | Max DD | Min Cap | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 5Paisa Focused Alpha 5 | EQUITY 100% | 5 | 3W | 52.9% | 1.60 | -24.2% | ₹22K | View → |
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Top holdings as of 2026-04-27: ADANIPOWER NATIONALUM HINDCOPPER MCX GVT&D
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| 2 | Allcap | ALLCAP 100% | 50 | 2W | 47.5% | 1.68 | -22.7% | ₹2.25L | View → |
| 3 | Midcap Smallcap | MIDCAP-SMALLCAP 100% | 40 | 2W | 44.8% | 1.63 | -26.2% | ₹80K | View → |
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Top holdings as of 2026-04-27: OLAELEC STLTECH GALLANTT QPOWER LLOYDSENT
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| 4 | Dynamic Asset Allocator | Dynamic | 52 | 3W | 44.0% | 2.32 | -10.6% | ₹4.76L | View → |
| 5 | Allcap Multi Asset | ALLCAP 80% / DEBT 10% / GOLD 10% | 52 | 2W | 43.0% | 1.81 | -21.3% | ₹2.81L | View → |
| 6 | TotalMarket Hybrid | ALLCAP 80% / DEBT 20% | 51 | 2W | 42.1% | 1.77 | -21.8% | ₹2.81L | View → |
| 7 | Microcap | MICROCAP 100% | 50 | 2W | 40.0% | 1.52 | -26.4% | ₹2.25L | View → |
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Top holdings as of 2026-04-27: STLTECH WEBELSOLAR CUPID QPOWER APOLLO
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| 8 | Midcap | MIDCAP 100% | 20 | 2W | 39.6% | 1.49 | -24.9% | ₹90K | View → |
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Top holdings as of 2026-04-27: BHEL LLOYDSME BSE SUZLON GVT&D
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| 9 | Smallcap | SMALLCAP 100% | 50 | 2W | 38.7% | 1.59 | -22.3% | ₹2.19L | View → |
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Top holdings as of 2026-04-27: HFCL WELCORP COHANCE GALLANTT HSCL
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| 10 | Large Midcap | LARGE-MID 100% | 40 | 2W | 37.4% | 1.69 | -19.3% | ₹1.99L | View → |
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Top holdings as of 2026-04-27: BHEL ADANIPOWER ADANIGREEN ADANIENSOL LLOYDSME
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| 11 | Large Mid Multi Asset | LARGE-MID 80% / DEBT 10% / GOLD 10% | 42 | 2W | 34.0% | 1.72 | -17.6% | ₹2.49L | View → |
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Top holdings as of 2026-04-27: BHEL ADANIPOWER ADANIGREEN ADANIENSOL LLOYDSME
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| 12 | Large Mid Hybrid | LARGE-MID 80% / DEBT 20% | 41 | 2W | 32.9% | 1.67 | -18.3% | ₹2.49L | View → |
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Top holdings as of 2026-04-27: BHEL ADANIPOWER ADANIGREEN ADANIENSOL LLOYDSME
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| 13 | Energy Basket | CNX ENERGY 100% | 10 | 1W | 32.7% | 1.12 | -39.5% | ₹75K | View → |
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Top holdings as of 2026-04-27: BHEL ADANIPOWER ADANIGREEN ADANIENSOL SUZLON
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| 14 | Focused Largecap 20 | LARGECAP 100% | 20 | 4W | 22.6% | 1.20 | -23.6% | ₹1L | View → |
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| 15 | Large Cap Multi Asset | LARGECAP 80% / DEBT 10% / GOLD 10% | 22 | 4W | 21.1% | 1.32 | -21.0% | ₹1.25L | View → |
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| 16 | Largecap Hybrid | EQUITY 80% / DEBT 20% | 21 | 4W | 19.4% | 1.25 | -22.0% | ₹1.25L | View → |
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| 17 | Healthcare Basket | HEALTHCARE 100% | 10 | 1W | 16.3% | 0.89 | -33.3% | ₹36K | View → |
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Top holdings as of 2026-04-27: COHANCE ONESOURCE GRANULES AUROPHARMA GLENMARK
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| 18 | Nifty 50 Equal Weight | Equity 100% | 50 | 4W | 14.4% | 1.13 | -15.7% | ₹2.49L | View → |
Click a row to see the top holdings. Click a column header to sort. Every number is backtested net of costs.
What entered and what exited at the latest rebalance.
Year by year. Green is positive. Red is what cost us.
| Strategy | 2021 | 2022 | 2023 | 2024 | 2025 | YTD 2026 |
|---|---|---|---|---|---|---|
| 5Paisa Focused Alpha 5 | +10.9 | +77.5 | +93.7 | +105.2 | -1.7 | +22.6 |
| Allcap | +41.2 | +29.4 | +99.7 | +76.7 | -4.2 | +16.8 |
| Midcap Smallcap | +56.9 | +26.9 | +98.3 | +86.0 | -8.7 | +13.0 |
| Dynamic Asset Allocator | N/A | +1.5 | +85.6 | +53.8 | +18.4 | +12.4 |
| Allcap Multi Asset | +32.9 | +26.0 | +88.0 | +71.9 | -1.7 | +16.1 |
| TotalMarket Hybrid | +32.9 | +25.0 | +87.8 | +71.8 | -3.8 | +16.2 |
| Microcap | +42.1 | +17.9 | +92.8 | +67.7 | -7.3 | +8.1 |
| Midcap | +37.5 | +41.3 | +79.4 | +51.1 | +5.6 | +1.3 |
| Smallcap | +39.2 | +28.2 | +112.7 | +55.2 | -8.7 | +4.7 |
| Large Midcap | +33.6 | +45.2 | +66.7 | +44.6 | +7.5 | +7.8 |
| Large Mid Multi Asset | +26.8 | +39.2 | +59.6 | +41.9 | +10.1 | +7.8 |
| Large Mid Hybrid | +26.8 | +38.1 | +59.1 | +41.5 | +7.4 | +7.5 |
| Energy Basket | +50.4 | +18.0 | +108.8 | +16.1 | -14.6 | +19.4 |
| Focused Largecap 20 | +30.3 | +31.9 | +58.8 | +29.3 | -3.5 | +2.5 |
| Large Cap Multi Asset | +24.1 | +27.8 | +52.0 | +27.6 | +0.8 | +3.1 |
| Largecap Hybrid | +24.1 | +26.8 | +51.4 | +26.9 | -2.9 | +2.5 |
| Healthcare Basket | +4.4 | -19.6 | +57.2 | +40.0 | +0.6 | +16.2 |
| Nifty 50 Equal Weight | +11.3 | +9.2 | +34.1 | +17.7 | +11.8 | -1.0 |
Years are calendar Jan-Dec, net of costs, in INR. 2026 column is YTD through the latest published rebalance. Cumulative metrics in the lineup span each strategy's own backtest window (January 2021 or the strategy's inception, whichever is later). Source: NSE BhavCopy.
Month by month. Last 12, by strategy.
| Strategy | Aug '25 | Sep '25 | Oct '25 | Nov '25 | Dec '25 | Jan '26 | Feb '26 | Mar '26 | Apr '26 | May '26 | Jun '26 | Jul '26 | YTD '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5Paisa Focused Alpha 5 | -2.1 | -1.7 | +3.6 | -0.6 | +4.9 | +11.7 | +3.3 | -11.4 | +18.9 | +0.8 | — | — | +22.6 |
| Allcap | +2.3 | -0.2 | +4.2 | -0.1 | -0.9 | -2.3 | +6.9 | -8.2 | +18.5 | +2.3 | +7.5 | +1.2 | +16.8 |
| Midcap Smallcap | +2.8 | -2.7 | -1.6 | -2.1 | +7.1 | -1.3 | +5.7 | -12.1 | +17.4 | +5.0 | — | — | +13.0 |
| Dynamic Asset Allocator | +2.3 | +2.6 | +3.1 | +1.7 | +1.5 | +0.4 | +6.0 | -6.3 | +5.6 | +2.0 | +2.9 | +1.7 | +12.4 |
| Allcap Multi Asset | +2.4 | +0.3 | +4.1 | +0.2 | -0.5 | -1.7 | +7.1 | -8.3 | +17.2 | +2.5 | — | — | +16.1 |
| TotalMarket Hybrid | +2.3 | -0.2 | +4.0 | -0.1 | -0.8 | -2.2 | +6.7 | -7.9 | +17.7 | +2.7 | — | — | +16.2 |
| Microcap | -0.7 | -0.4 | +4.3 | +0.0 | -3.9 | -5.5 | +4.3 | -8.7 | +17.8 | +1.9 | — | — | +8.1 |
| Midcap | +3.9 | -0.3 | +3.5 | +3.7 | +1.5 | -2.8 | +4.9 | -14.8 | +13.4 | +2.8 | — | — | +1.3 |
| Smallcap | +0.3 | +0.7 | +4.0 | -2.7 | -0.2 | -6.3 | +3.6 | -6.4 | +12.7 | +2.2 | — | — | +4.7 |
| Large Midcap | +1.9 | +0.7 | +4.7 | +2.2 | +0.5 | -2.5 | +7.2 | -10.3 | +13.7 | +1.2 | — | — | +7.8 |
| Large Mid Multi Asset | +2.1 | +1.2 | +4.6 | +2.4 | +0.9 | -1.8 | +7.5 | -10.2 | +12.6 | +1.0 | — | — | +7.8 |
| Large Mid Hybrid | +1.8 | +0.7 | +4.5 | +2.1 | +0.5 | -2.4 | +6.9 | -9.8 | +13.0 | +1.1 | — | — | +7.5 |
| Energy Basket | -5.5 | +7.3 | +3.0 | -5.1 | -1.0 | -4.6 | +9.2 | -6.6 | +23.1 | -0.3 | — | — | +19.4 |
| Focused Largecap 20 | -1.1 | +1.9 | +5.3 | -1.1 | -0.1 | -2.8 | +8.4 | -13.4 | +14.9 | +0.2 | -2.1 | +1.3 | +2.5 |
| Large Cap Multi Asset | -0.6 | +2.5 | +5.1 | -0.4 | +0.4 | -1.7 | +8.6 | -12.8 | +13.2 | -2.1 | — | — | +3.1 |
| Largecap Hybrid | -1.0 | +1.8 | +5.0 | -1.0 | +0.0 | -2.5 | +7.8 | -12.4 | +13.8 | -2.1 | — | — | +2.5 |
| Healthcare Basket | -4.9 | +0.2 | +4.8 | -5.1 | -1.1 | -5.4 | +7.7 | -2.6 | +8.9 | +7.4 | — | — | +16.2 |
| Nifty 50 Equal Weight | -0.1 | +0.3 | +5.0 | +0.7 | -0.6 | -3.3 | +1.4 | -8.9 | +9.6 | -1.3 | +0.8 | +1.8 | -1.0 |
Color scale: dark green ≥15%, green ≥10%, light green ≥5%, lime ≥0%, amber ≥−5%, red ≥−10%, dark red <−10%. Each cell is the calendar-month total return on the backtested NAV, net of costs. Window ends at the latest published rebalance. Source: NSE BhavCopy.
The deepest hole each strategy has been in.
| Strategy | Max DD | Started | Recovered | Duration | |
|---|---|---|---|---|---|
| Healthcare Basket | -33.3% | 2021-07-23 | 2023-07-28 | 735 days | Rebalances during |
| Midcap Smallcap | -26.2% | 2024-12-20 | 2026-05-01 | 497 days | Rebalances during |
| Energy Basket | -25.2% | 2022-04-15 | 2022-08-19 | 126 days | Rebalances during |
| Midcap | -24.9% | 2024-12-20 | 2025-11-07 | 322 days | Rebalances during |
| 5Paisa Focused Alpha 5 | -24.2% | 2025-01-03 | 2025-05-23 | 140 days | Rebalances during |
| Allcap | -22.7% | 2024-12-20 | 2026-04-10 | 476 days | Rebalances during |
| TotalMarket Hybrid | -21.8% | 2024-12-20 | 2026-01-30 | 406 days | Rebalances during |
| Allcap Multi Asset | -21.3% | 2024-12-20 | 2025-12-26 | 371 days | Rebalances during |
| Large Midcap | -19.3% | 2024-09-27 | 2025-10-10 | 378 days | Rebalances during |
| Focused Largecap 20 | -19.2% | 2022-04-15 | 2022-08-05 | 112 days | Rebalances during |
| Microcap | -18.9% | 2022-01-21 | 2022-08-19 | 210 days | Rebalances during |
| Large Mid Hybrid | -18.3% | 2024-09-27 | 2025-10-10 | 378 days | Rebalances during |
| Large Mid Multi Asset | -17.6% | 2024-09-27 | 2025-09-12 | 350 days | Rebalances during |
| Large Cap Multi Asset | -16.6% | 2022-04-15 | 2022-08-05 | 112 days | Rebalances during |
| Largecap Hybrid | -16.5% | 2022-04-15 | 2022-08-05 | 112 days | Rebalances during |
| Smallcap | -14.3% | 2022-01-21 | 2022-04-01 | 70 days | Rebalances during |
Drawdown is peak-to-trough on the backtested NAV. Recovered means the prior peak got reclaimed. "Recovering" means the prior peak has not yet been reclaimed as of 8 Aug 2026. Every drawdown here is real. Every recovery is the rules getting back to work.
How performance is published.
The model decides. We publish what it decided. Every strategy ships with public rules, timestamped rebalances, and the actual holdings on every cycle. Backtests start January 2021 (or the strategy's inception, whichever is later) with ₹100 invested. STT, exchange fees, brokerage, GST, slippage all deducted on every rebalance. No fudged numbers. No survivor bias. No live-trading-only-when-it-works disclaimer. Source: NSE BhavCopy. Updated weekly.
If a number on this page surprises you, click into the rebalance history. Every cycle that produced it is timestamped and on record.
How the lineup is organised 6 tiers, 18 strategies
Match the tier to your risk band first, then pick a strategy inside that tier. Most investors start in Starter, scale into Conservative core or Multi-asset core for the bulk of capital, and add Growth core or Thematic as satellites.
Low minimum capital. The first systematic strategy you should run before scaling into broader baskets.
- 5Paisa Focused Alpha 5 52.9%
- Nifty 50 Equal Weight 14.4%
Largecap-led, multi-asset cushion or 20% debt buffer. Built for a shallow drawdown profile and for the capital you want invested through cycles.
- Focused Largecap 20 22.6%
- Large Cap Multi Asset 21.1%
- Largecap Hybrid 19.4%
Pure equity momentum across mid, small, micro, and large-mid universes. The growth tier where alpha lives. Higher volatility and deeper drawdowns in exchange for growth.
- Midcap Smallcap 44.8%
- Microcap 40.0%
- Midcap 39.6%
- Smallcap 38.7%
- Large Midcap 37.4%
Equity engine wrapped in debt and gold sleeves, built for strong risk-adjusted returns. The "have your alpha and sleep too" allocation.
- Dynamic Asset Allocator 44.0%
- Allcap Multi Asset 43.0%
- TotalMarket Hybrid 42.1%
- Large Mid Multi Asset 34.0%
- Large Mid Hybrid 32.9%
100% equity, broadest universe. Chases risk-adjusted return without a debt cushion: more upside potential, more swing.
- Allcap 47.5%
Single-sector concentration. Built for slices of capital that take a directional sector view. Expect concentrated exposure and deep drawdowns.
- Energy Basket 32.7%