Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
0.97%
6 Months
3.88%
6.33%
1 Year
−7.98%
−0.99%
3 Years
11.06%
6.26%
5 Years
10.06%
6.47%
Since Inception
11.56%
5.18%
Fund Age
5 yrs 3 mo
19 yrs 5 mo
AUM
₹106.37 Cr
₹95.89 Cr
Alpha – 1 Year
−10.96%
2.51%
Alpha – 3 Years
−0.82%
−2.73%
Information Ratio – 3 Years
0.00
-0.10
Volatility – 1 Year
16.00%
20.93%
Volatility – 3 Years
17.59%
17.77%
Beta – 1 Year
0.79
1.14
Beta – 3 Years
0.97
1.05
Sharpe Ratio – 1 Year
-0.78
-0.20
Sharpe Ratio – 3 Years
0.42
0.23
Worst Rolling Year
—
-21.50%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
—
−30.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
74.63%
Median Rolling Year
—
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
—
L 77% · M 12% · S 11%
Number of Stocks
—
57
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%