Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
0.97%
6 Months
19.69%
6.33%
1 Year
25.97%
−0.99%
3 Years
17.02%
6.26%
5 Years
—
6.47%
Since Inception
24.02%
5.18%
Fund Age
4 yrs 2 mo
19 yrs 5 mo
AUM
₹101.01 Cr
₹95.89 Cr
Alpha – 1 Year
21.25%
2.51%
Alpha – 3 Years
4.93%
−2.73%
Information Ratio – 3 Years
0.46
-0.10
Volatility – 1 Year
21.63%
20.93%
Volatility – 3 Years
19.42%
17.77%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
0.93
-0.20
Sharpe Ratio – 3 Years
0.65
0.23
Worst Rolling Year
16.82%
-21.50%
Value at Worst Rolling Year
₹1.17 Cr
₹0.79 Cr
Deepest Drawdown
−20.44%
−30.66%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
19.58%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 26% · M 14% · S 51%
L 77% · M 12% · S 11%
Number of Stocks
—
57
Portfolio P/E
—
—
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%