Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Ksema - Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
0.82%
6 Months
6.33%
2.65%
1 Year
−0.99%
10.76%
3 Years
6.26%
12.77%
5 Years
6.47%
14.58%
Since Inception
5.18%
17.50%
Fund Age
19 yrs 5 mo
7 yrs 7 mo
AUM
₹95.89 Cr
₹83.87 Cr
Alpha – 1 Year
2.51%
11.11%
Alpha – 3 Years
−2.73%
3.77%
Information Ratio – 3 Years
-0.10
0.46
Volatility – 1 Year
20.93%
18.53%
Volatility – 3 Years
17.77%
17.03%
Beta – 1 Year
1.14
1.11
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
-0.20
0.36
Sharpe Ratio – 3 Years
0.23
0.48
Worst Rolling Year
-21.50%
12.58%
Value at Worst Rolling Year
₹0.79 Cr
₹1.13 Cr
Deepest Drawdown
−30.66%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
20.28%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 54% · M 18% · S 28%
Number of Stocks
57
51
Portfolio P/E
—
23.77
Top 5 Holdings
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%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%