Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
0.97%
6 Months
26.95%
6.33%
1 Year
13.12%
−0.99%
3 Years
17.80%
6.26%
5 Years
15.04%
6.47%
Since Inception
22.70%
5.18%
Fund Age
8 yrs
19 yrs 5 mo
AUM
₹357.26 Cr
₹95.89 Cr
Alpha – 1 Year
10.14%
2.51%
Alpha – 3 Years
5.90%
−2.73%
Information Ratio – 3 Years
0.31
-0.10
Volatility – 1 Year
32.38%
20.93%
Volatility – 3 Years
25.45%
17.77%
Beta – 1 Year
1.68
1.14
Beta – 3 Years
1.37
1.05
Sharpe Ratio – 1 Year
0.36
-0.20
Sharpe Ratio – 3 Years
0.56
0.23
Worst Rolling Year
11.19%
-21.50%
Value at Worst Rolling Year
₹1.11 Cr
₹0.79 Cr
Deepest Drawdown
−26.50%
−30.66%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
27.28%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 7% · M 19% · S 59%
L 77% · M 12% · S 11%
Number of Stocks
42
57
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%