Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Marcellus - Kings of Capital
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
0.50%
6 Months
6.33%
2.02%
1 Year
−0.99%
0.60%
3 Years
6.26%
8.21%
5 Years
6.47%
5.75%
Since Inception
5.18%
9.73%
Fund Age
19 yrs 5 mo
6 yrs
AUM
₹95.89 Cr
₹128.19 Cr
Alpha – 1 Year
2.51%
1.03%
Alpha – 3 Years
−2.73%
−0.36%
Information Ratio – 3 Years
-0.10
0.12
Volatility – 1 Year
20.93%
19.24%
Volatility – 3 Years
17.77%
14.76%
Beta – 1 Year
1.14
1.13
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
-0.20
-0.16
Sharpe Ratio – 3 Years
0.23
0.24
Worst Rolling Year
-21.50%
0.20%
Value at Worst Rolling Year
₹0.79 Cr
₹1.00 Cr
Deepest Drawdown
−30.66%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
98.09%
Median Rolling Year
10.39%
8.37%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 47% · M 42% · S 11%
Number of Stocks
57
—
Portfolio P/E
—
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%