RupeeCase | Systematic Quantitative Investing Terminal by QC AlphaRupeeCase | Systematic Quantitative Investing Terminal by QC Alpha
Start free

Strategy against strategy

5Paisa Focused Alpha 5 vs Midcap Smallcap

5Paisa Focused Alpha 5 (momentum, Nifty Alpha 50) against Midcap Smallcap (momentum, NSE Universe): two model curves on one chart, every risk figure side by side, the holdings they share and who each is written for.

  • 54.1%5Paisa Focused Alpha 5, CAGR
  • 42.6%Midcap Smallcap, CAGR
  • −24.2%5Paisa Focused Alpha 5, deepest fall
  • −26.2%Midcap Smallcap, deepest fall

Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns.

01Two model curves

₹100 in each, May 2021 to Jul 2026.

5Paisa Focused Alpha 5₹968Midcap Smallcap₹737Nifty 50 TRI, 9.8% CAGR line₹162
150 200 300 500 700

Both models rebased to 100 at their common first month, log scale, with the Nifty 50 TRI drawn as its 9.8% CAGR line. Model, back tested. As of 27 Apr 2026. After charges.

02Every figure

14 rows, side by side.

A tick marks the better figure of the two: higher return and ratios, shallower fall, lower volatility, lower entry. The Nifty 50 column is the index over the same window.

Metric5Paisa Focused Alpha 5Midcap SmallcapNifty 50 TRI
CAGR54.08%42.64%9.8%
Sharpe ratio1.601.630.73
Sortino ratio1.651.480.70
Calmar ratio2.341.910.58
Max drawdown−24.18%−26.17%−16.92%
Volatility, a year31.06%27.02%14.04%
Net return, cumulative+722.56%+527.87%+59.62%
Back test windowrolling 5 yearsrolling 5 years
Minimum capitalAbout ₹22,000About ₹80,000
Stocks held54050
RebalanceEvery 3 weeksEvery 2 weeks
UniverseNifty Alpha 50NSE UniverseNifty 50
Risk bandVery HighModerately High
TierStarterGrowth core

CAGR, Sharpe and max drawdown: Model, back tested. As of 27 Apr 2026. Sortino, Calmar, volatility and net return: model, back tested over each strategy's own window, to 27 Apr 2026. Minimum capital as of 8 Aug 2026. Not a promise of future returns.

03Holdings overlap

1 name in both lists.

1 of the 5 names in 5Paisa Focused Alpha 5 also sit in Midcap Smallcap (40 names): 3% of the larger list. Lists as of 27 Apr 2026 and 11 May 2026.

Held by both1

  • ADANIPOWER

Only in 5Paisa Focused Alpha 54

  • HINDCOPPER
  • MCX
  • NATIONALUM
  • GVT&D

Only in Midcap Smallcap39

  • HFCL
  • STLTECH
  • WEBELSOLAR
  • CUPID
  • QPOWER
  • APOLLO
  • WELCORP
  • JTLIND
  • JAYNECOIND
  • GALLANTT
  • TDPOWERSYS
  • PRECWIRE
  • KRN
  • ADANIGREEN
  • ADANIENSOL
  • AEROFLEX
  • BAJAJCON
  • EPIGRAL
  • PAISALO
  • LLOYDSME
  • LLOYDSENT
  • MANINDS
  • IDEAFORGE
  • SUNFLAG
  • +15 more

Model portfolios on the published lists; tickers are not recommendations. Holding both means the shared names carry weight twice.

04The trade off

Who each is written for.

  • Higher model growth: 5Paisa Focused Alpha 5 (54.08% against 42.64%)
  • Better risk adjusted return: Midcap Smallcap (Sharpe 1.63 against Sharpe 1.60)
  • Shallower deepest fall: 5Paisa Focused Alpha 5 (24.18% against 26.17%)
  • Lower entry: 5Paisa Focused Alpha 5 (₹22,000 against ₹80,000)

5Paisa Focused Alpha 5

Very High risk band

Written for
Aggressive investors with a long horizon and tolerance for sharp drawdowns
Time horizon
5 years or longer. Drawdowns of 24% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.
Capital
About ₹22,000, one share of every holding at recent prices
5Paisa Focused Alpha 5 strategy page

Midcap Smallcap

Moderately High risk band

Written for
Investors who want growth but read a 25% drawdown as opportunity, not panic
Time horizon
5 years or longer. Drawdowns of 26% have happened in the backtest and can happen again. Capital you might need within 12 months should not be here.
Capital
About ₹80,000, one share of every holding at recent prices
Midcap Smallcap strategy page

A description of each strategy, not a recommendation. Decide your own allocation, or ask a SEBI registered investment adviser. Model, back tested. As of 27 Apr 2026.

05Next

Change the pair, or go deeper.

Pick any two strategies

More pairs

06Questions

5Paisa Focused Alpha 5 vs Midcap Smallcap,
in plain words.

Which has the higher model CAGR, 5Paisa Focused Alpha 5 or Midcap Smallcap?

5Paisa Focused Alpha 5: 54.08% against 42.64%, with the Nifty 50 TRI line at 9.8%. Model, back tested. As of 27 Apr 2026. After charges; past performance does not guarantee future returns.

Which fell less in the back test, 5Paisa Focused Alpha 5 or Midcap Smallcap?

5Paisa Focused Alpha 5: a deepest model fall of 24.18% against 26.17%. 5Paisa Focused Alpha 5's deepest daily drawdown ran 140 days from 3 Jan 2025. Midcap Smallcap's ran 497 days from 20 Dec 2024. Model, back tested. As of 27 Apr 2026. Drawdowns of similar size can happen again.

Can I hold 5Paisa Focused Alpha 5 and Midcap Smallcap together?

Yes, each is a separate rules based index in your own demat, and 1 name sits in both lists today, so it carries weight twice. Minimum capital is about ₹22,000 and ₹80,000; the fee is 0.2% of traded value per rebalance on each. RupeeCase is not an investment adviser; decide your own allocation.

Explore next

Go deeper on both strategies.

5Paisa Focused Alpha 5 or Midcap Smallcap.
Read both, then decide.

Invest in 5Paisa Focused Alpha 5Invest in Midcap Smallcap

0.2% of traded value per rebalance. No AUM fee, no lock in. Model, back tested. As of 27 Apr 2026.