Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
0.97%
6 Months
−5.56%
6.33%
1 Year
34.70%
−0.99%
3 Years
27.41%
6.26%
5 Years
32.51%
6.47%
Since Inception
32.15%
5.18%
Fund Age
13 yrs 6 mo
19 yrs 5 mo
AUM
₹2,318.72 Cr
₹95.89 Cr
Alpha – 1 Year
35.05%
2.51%
Alpha – 3 Years
18.41%
−2.73%
Information Ratio – 3 Years
1.03
-0.10
Volatility – 1 Year
21.67%
20.93%
Volatility – 3 Years
15.53%
17.77%
Beta – 1 Year
0.28
1.14
Beta – 3 Years
0.35
1.05
Sharpe Ratio – 1 Year
1.24
-0.20
Sharpe Ratio – 3 Years
1.31
0.23
Worst Rolling Year
-17.36%
-21.50%
Value at Worst Rolling Year
₹0.83 Cr
₹0.79 Cr
Deepest Drawdown
−21.72%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
74.63%
Median Rolling Year
37.79%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 4% · M 6% · S 13%
L 77% · M 12% · S 11%
Number of Stocks
9
57
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%