Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
0.97%
6 Months
−4.38%
6.33%
1 Year
−4.58%
−0.99%
3 Years
4.80%
6.26%
5 Years
3.85%
6.47%
Since Inception
17.02%
5.18%
Fund Age
25 yrs 6 mo
19 yrs 5 mo
AUM
₹724.64 Cr
₹95.89 Cr
Alpha – 1 Year
−7.56%
2.51%
Alpha – 3 Years
−7.08%
−2.73%
Information Ratio – 3 Years
-1.30
-0.10
Volatility – 1 Year
16.92%
20.93%
Volatility – 3 Years
16.49%
17.77%
Beta – 1 Year
0.94
1.14
Beta – 3 Years
1.01
1.05
Sharpe Ratio – 1 Year
-0.52
-0.20
Sharpe Ratio – 3 Years
0.04
0.23
Worst Rolling Year
-12.59%
-21.50%
Value at Worst Rolling Year
₹0.87 Cr
₹0.79 Cr
Deepest Drawdown
−23.98%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
74.63%
Median Rolling Year
15.09%
10.39%
5-Year Rolling Windows Positive
98.79%
82.76%
Market-Cap Mix
L 55% · M 22% · S 19%
L 77% · M 12% · S 11%
Number of Stocks
22
57
Portfolio P/E
32.63
—
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%