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 58.3%
5Paisa Focused Alpha 5
Five stocks. Three-week rotation. CAGR 58.34%. Highest on the lineup.
vs
Growth core · CAGR 49.0%
Midcap Smallcap
40 stocks. Fortnightly rotation. CAGR 48.98%.
| Metric | 5Paisa Focused Alpha 5 | Midcap Smallcap | |
|---|---|---|---|
| CAGR (5Y) | 58.34% | ← | 48.98% |
| Sharpe ratio | 1.61 | = | 1.61 |
| Sortino ratio | 1.78 | ← | 1.47 |
| Calmar ratio | 2.36 | ← | 1.87 |
| Max drawdown | 24.72% | ← | 26.17% |
| Volatility | 31.68% | → | 27.09% |
| Net return (5Y) | 896.34% | ← | 634.43% |
| Min capital | ₹15000 | ← | ₹70000 |
| Stocks held | 5 | 40 | |
| Rebalance cadence | 3 weeks | 2 weeks | |
| Universe | EQUITY | MIDCAP - SMALLCAP | |
| Risk band | Very High | High | |
| Tier | Starter | Growth core |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 58.34% vs 48.98%)
- Better risk-adjusted return: Midcap Smallcap (Sharpe 1.61 vs 1.61)
- Shallower drawdown: 5Paisa Focused Alpha 5 (Max DD 24.72% vs 26.17%)
- Lower entry: 5Paisa Focused Alpha 5 (₹15000 vs ₹70000)
Holdings overlap
2 stocks held by both · 5% overlap by name count
Shared: NATIONALUMADANIPOWER
Only in 5Paisa Focused Alpha 5: HINDCOPPERVEDLMCX
Only in Midcap Smallcap: STLTECHCUPIDBAJAJCONWEBELSOLARLLOYDSMEAEROFLEXPRECWIREPFOCUSBLISSGVSAVANTIFEEDAGIILTDPOWERSYSKSBATHERENERGOLAELECGALLANTTQPOWERLLOYDSENTMANINDSEIEL +18 more