--- title: "5Paisa Focused Alpha 5 vs Midcap Smallcap | RupeeCase" description: "5Paisa Focused Alpha 5 vs Midcap Smallcap: model CAGR 54.1% against 42.6%, back tested as of 27 Apr 2026, shared holdings and who each suits." source_url: "https://www.rupeecase.com/strategies/compare/5paisa-focused-alpha-5-vs-midcap-smallcap" --- 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**₹968**Midcap Smallcap**₹737**Nifty 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 forAggressive investors with a long horizon and tolerance for sharp drawdowns Time horizon5 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. CapitalAbout ₹22,000, one share of every holding at recent prices [5Paisa Focused Alpha 5 strategy page](/strategies/5paisa-focused-alpha-5) ### Midcap Smallcap **Moderately High** risk band Written forInvestors who want growth but read a 25% drawdown as opportunity, not panic Time horizon5 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. CapitalAbout ₹80,000, one share of every holding at recent prices [Midcap Smallcap strategy page](/strategies/midcap-smallcap) 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](/compare#pairs) * [Strategy page5Paisa Focused Alpha 5Four numbers, the factsheet, Invest](/strategies/5paisa-focused-alpha-5) * [Strategy pageMidcap SmallcapFour numbers, the factsheet, Invest](/strategies/midcap-smallcap) * [Factsheet5Paisa Focused Alpha 5Print first, every month and holding](/strategies/factsheets/5paisa-focused-alpha-5) * [FactsheetMidcap SmallcapPrint first, every month and holding](/strategies/factsheets/midcap-smallcap) ### More pairs * [vs5Paisa Focused Alpha 5 vs Nifty 50 Equal WeightCAGR 54.1% and 16.4%](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) * [vsMidcap vs Midcap SmallcapCAGR 38.8% and 42.6%](/strategies/compare/midcap-vs-midcap-smallcap) * [vsMidcap Smallcap vs Large MidcapCAGR 42.6% and 37.8%](/strategies/compare/midcap-smallcap-vs-large-midcap) * [vs5Paisa Focused Alpha 5 vs AllcapCAGR 54.1% and 44.7%](/strategies/compare/5paisa-focused-alpha-5-vs-allcap) * [vsMidcap Smallcap vs Allcap Multi AssetCAGR 42.6% and 40.5%](/strategies/compare/midcap-smallcap-vs-allcap-multi-asset) 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. * [Free module 2.3Risk Metrics That Matter8 min read](/learn/path-2/module-2-3-risk-metrics-that-matter) * [Strategy5Paisa Focused Alpha 5 strategyNifty Alpha 50, 5 stocks, every 3 weeks](/strategies/5paisa-focused-alpha-5) * [StrategyMidcap Smallcap strategyNSE Universe, 40 stocks, every 2 weeks](/strategies/midcap-smallcap) * [Factsheet5Paisa Focused Alpha 5 factsheetOne page, print ready, model back test](/strategies/factsheets/5paisa-focused-alpha-5) * [FactsheetMidcap Smallcap factsheetOne page, print ready, model back test](/strategies/factsheets/midcap-smallcap) * [Head to headCompare 5Paisa Focused Alpha 5 with Nifty 50 Equal WeightTwo model curves, every risk figure](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) ## 5Paisa Focused Alpha 5 or Midcap Smallcap. Read both, then decide. [Invest in 5Paisa Focused Alpha 5](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5)[Invest in Midcap Smallcap](https://invest.rupeecase.com/signup?strategy=midcap-smallcap) 0.2% of traded value per rebalance. No AUM fee, no lock in. Model, back tested. As of 27 Apr 2026.