Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
0.97%
6 Months
24.60%
6.33%
1 Year
7.56%
−0.99%
3 Years
20.98%
6.26%
5 Years
—
6.47%
Since Inception
24.10%
5.18%
Fund Age
4 yrs 4 mo
19 yrs 5 mo
AUM
₹3.89 Cr
₹95.89 Cr
Alpha – 1 Year
4.58%
2.51%
Alpha – 3 Years
9.08%
−2.73%
Information Ratio – 3 Years
0.07
-0.10
Volatility – 1 Year
32.74%
20.93%
Volatility – 3 Years
27.24%
17.77%
Beta – 1 Year
1.49
1.14
Beta – 3 Years
1.30
1.05
Sharpe Ratio – 1 Year
0.20
-0.20
Sharpe Ratio – 3 Years
0.49
0.23
Worst Rolling Year
17.91%
-21.50%
Value at Worst Rolling Year
₹1.18 Cr
₹0.79 Cr
Deepest Drawdown
−34.40%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
25.17%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
—
L 77% · M 12% · S 11%
Number of Stocks
27
57
Portfolio P/E
52.77
—
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%