Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Magadh - Future Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
3.10%
6 Months
6.33%
4.24%
1 Year
−0.99%
17.00%
3 Years
6.26%
21.79%
5 Years
6.47%
20.77%
Since Inception
5.18%
20.65%
Fund Age
19 yrs 5 mo
5 yrs
AUM
₹95.89 Cr
₹88.27 Cr
Alpha – 1 Year
2.51%
12.28%
Alpha – 3 Years
−2.73%
9.70%
Information Ratio – 3 Years
-0.10
1.38
Volatility – 1 Year
20.93%
20.96%
Volatility – 3 Years
17.77%
18.52%
Beta – 1 Year
1.14
1.12
Beta – 3 Years
1.05
1.04
Sharpe Ratio – 1 Year
-0.20
0.60
Sharpe Ratio – 3 Years
0.23
1.04
Worst Rolling Year
-21.50%
21.72%
Value at Worst Rolling Year
₹0.79 Cr
₹1.22 Cr
Deepest Drawdown
−30.66%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
30.26%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 19% · M 45% · S 35%
Number of Stocks
57
25
Portfolio P/E
—
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0% / 0%