5Paisa Focused Alpha 5 vs Allcap
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 58.3%
5Paisa Focused Alpha 5
Five stocks. Three-week rotation. CAGR 58.34%. Highest on the lineup.
vs
Full-equity core · CAGR 48.0%
Allcap
50 stocks. Fortnightly rotation. CAGR 48.02%. Highest Sharpe on the lineup at 1.77.
| Metric | 5Paisa Focused Alpha 5 | Allcap | |
|---|---|---|---|
| CAGR (5Y) | 58.34% | ← | 48.02% |
| Sharpe ratio | 1.61 | → | 1.77 |
| Sortino ratio | 1.78 | ← | 1.71 |
| Calmar ratio | 2.36 | ← | 2.12 |
| Max drawdown | 24.72% | → | 22.70% |
| Volatility | 31.68% | → | 23.83% |
| Net return (5Y) | 896.34% | ← | 611.24% |
| Min capital | ₹15000 | ← | ₹235000 |
| Stocks held | 5 | 50 | |
| Rebalance cadence | 3 weeks | 2 weeks | |
| Universe | EQUITY | ALLCAP | |
| Risk band | Very High | Moderately High | |
| Tier | Starter | Full-equity core |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 58.34% vs 48.02%)
- Better risk-adjusted return: Allcap (Sharpe 1.77 vs 1.61)
- Shallower drawdown: Allcap (Max DD 22.70% vs 24.72%)
- Lower entry: 5Paisa Focused Alpha 5 (₹15000 vs ₹235000)
Holdings overlap
5 stocks held by both · 10% overlap by name count
Shared: NATIONALUMHINDCOPPERVEDLMCXADANIPOWER
Only in Allcap: STLTECHQPOWERCUPIDKRNWEBELSOLARLLOYDSMEPFOCUSAVANTIFEEDJAYNECOINDTHERMAXTDPOWERSYSKSBATHERENERGTHANGAMAYLACUTAASACMESOLARKIRLOSENGSANSERAGVT&DIMFA +25 more