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 58.3%
5Paisa Focused Alpha 5
Five stocks. Three-week rotation. CAGR 58.34%. Highest on the lineup.
vs
Starter · CAGR 14.0%
RupeeCase Nifty 10
Your first systematic strategy. 10 Nifty 50 names. Monthly rotation. CAGR 13.97%.
| Metric | 5Paisa Focused Alpha 5 | RupeeCase Nifty 10 | |
|---|---|---|---|
| CAGR (5Y) | 58.34% | ← | 13.97% |
| Sharpe ratio | 1.61 | ← | 0.83 |
| Sortino ratio | 1.78 | ← | 0.78 |
| Calmar ratio | 2.36 | ← | 0.59 |
| Max drawdown | 24.72% | → | 23.47% |
| Volatility | 31.68% | → | 17.71% |
| Net return (5Y) | 896.34% | ← | 92.31% |
| Min capital | ₹15000 | ← | ₹24000 |
| Stocks held | 5 | 10 | |
| Rebalance cadence | 3 weeks | 4 weeks | |
| Universe | EQUITY | EQUITY | |
| Risk band | Very High | Moderately High | |
| Tier | Starter | Starter |
The trade-off
- Higher growth: 5Paisa Focused Alpha 5 (CAGR 58.34% vs 13.97%)
- Better risk-adjusted return: 5Paisa Focused Alpha 5 (Sharpe 1.61 vs 0.83)
- Shallower drawdown: RupeeCase Nifty 10 (Max DD 23.47% vs 24.72%)
- Lower entry: 5Paisa Focused Alpha 5 (₹15000 vs ₹24000)
Holdings overlap
0 stocks held by both · 0% overlap by name count
Only in 5Paisa Focused Alpha 5: NATIONALUMHINDCOPPERVEDLMCXADANIPOWER
Only in RupeeCase Nifty 10: HINDALCOSHRIRAMFINTATASTEELADANIPORTSONGCAXISBANKNTPCADANIENTSBINPOWERGRID