Strategies by tier, 2 of 18
Starter Start here
The Starter tier is for a first strategy with a low minimum capital, before broader baskets. It holds 2 strategies: 5Paisa Focused Alpha 5 and Nifty 50 Equal Weight, low minimum capital, the place to begin.
- 2strategies in the tier
- 16.4% to 54.1%CAGR, model, back tested
- From ₹22Kminimum capital
- Moderate to Very Highrisk bands
01The strategies
2 strategies, three numbers each.
Model CAGR, the deepest model fall and the minimum to start, with the model line against the Nifty 50 TRI line. Tap a card for the full factsheet.
Model, back tested. As of 27 Apr 2026. After charges, not a promise of future returns. Colour shows the risk band.
02Model curves
2 model curves.
One Nifty 50 line.
₹100 in each model from their common first month, log scale, against the Nifty 50 TRI line. Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.
03How they differ
2 universes, every 3 to 4 weeks.
The 2 strategies draw on Nifty Alpha 50 and Nifty 50 and rebalance every 3 to 4 weeks. Risk bands run from Moderate to Very High.
CAGR, Sharpe and max drawdown: Model, back tested. As of 27 Apr 2026. Minimum capital as of 8 Aug 2026; it moves with prices.
04The other tiers
Walk the tiers.
- 3 strategiesConservative coreLargecap led, built to stay invested through cycles
- 5 strategiesGrowth corePure equity momentum across mid, small and micro caps
- 5 strategiesMulti asset coreAn equity engine wrapped in debt or gold sleeves
- 1 strategyFull equity coreThe broadest universe, no debt cushion
- 2 strategiesThematic satelliteSingle sector, concentrated exposure
By family
05Questions
The Starter tier,
in plain words.
What is the Starter tier?
The Starter tier is for a first strategy with a low minimum capital, before broader baskets. It holds 2 strategies: 5Paisa Focused Alpha 5 and Nifty 50 Equal Weight. Tiers group the 18 RupeeCase strategies by the job a slice of capital is meant to do; the risk profile uses the same grouping.
What do the back tests show for the Starter tier?
The 2 strategies show model CAGRs of 16.35% to 54.08% against 9.8% for the Nifty 50 TRI line, with deepest falls from 15.71% to 24.18%. Model, back tested. As of 27 Apr 2026. After charges; drawdowns of that size can happen again.
What does it take to start in the Starter tier?
Minimum capital runs from about ₹22,000 to ₹2,49,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. The fee is 0.2% of traded value per rebalance, nothing else, and the stocks stay in your own demat.
Explore next
From the tier to the strategy.
- GuideHow to invest ₹1 lakh, ₹5 lakh or ₹10 lakh in stocksHorizon first, then lump sum or staggered, then the split and the costs at each size.
- Free module 4.1Modern Portfolio Theory, What Actually Matters11 min read
- Strategy5Paisa Focused Alpha 5 strategyNifty Alpha 50, 5 stocks, every 3 weeks
- StrategyNifty 50 Equal Weight strategyNifty 50, 50 stocks, every 4 weeks
- Risk profileTake the 28 question risk profileFind the risk band that fits
- TierConservative core tier strategies3 strategies grouped by job
Starter.
Low minimum capital, the place to begin.
0.2% of traded value per rebalance. No AUM fee, no lock in. Model, back tested. As of 27 Apr 2026.