Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Capgrow - 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
3.35%
0.97%
6 Months
3.75%
6.33%
1 Year
−5.76%
−0.99%
3 Years
3.98%
6.26%
5 Years
6.05%
6.47%
Since Inception
9.94%
5.18%
Fund Age
7 yrs 9 mo
19 yrs 5 mo
AUM
₹45.09 Cr
₹95.89 Cr
Alpha – 1 Year
−8.74%
2.51%
Alpha – 3 Years
−7.91%
−2.73%
Information Ratio – 3 Years
-1.11
-0.10
Volatility – 1 Year
21.69%
20.93%
Volatility – 3 Years
18.00%
17.77%
Beta – 1 Year
1.21
1.14
Beta – 3 Years
1.08
1.05
Sharpe Ratio – 1 Year
-0.42
-0.20
Sharpe Ratio – 3 Years
0.01
0.23
Worst Rolling Year
3.08%
-21.50%
Value at Worst Rolling Year
₹1.03 Cr
₹0.79 Cr
Deepest Drawdown
−29.01%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
12.65%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 35% · M 13% · S 51%
L 77% · M 12% · S 11%
Number of Stocks
43
57
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%