Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
0.36%
6 Months
6.33%
5.01%
1 Year
−0.99%
−5.33%
3 Years
6.26%
1.25%
5 Years
6.47%
−1.56%
Since Inception
5.18%
10.94%
Fund Age
19 yrs 5 mo
6 yrs 11 mo
AUM
₹95.89 Cr
₹122.91 Cr
Alpha – 1 Year
2.51%
−8.31%
Alpha – 3 Years
−2.73%
−10.64%
Information Ratio – 3 Years
-0.10
-0.98
Volatility – 1 Year
20.93%
16.35%
Volatility – 3 Years
17.77%
16.88%
Beta – 1 Year
1.14
0.87
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
-0.20
-0.59
Sharpe Ratio – 3 Years
0.23
-0.17
Worst Rolling Year
-21.50%
-5.79%
Value at Worst Rolling Year
₹0.79 Cr
₹0.94 Cr
Deepest Drawdown
−30.66%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
54.01%
Median Rolling Year
10.39%
1.42%
5-Year Rolling Windows Positive
82.76%
83.33%
Market-Cap Mix
L 77% · M 12% · S 11%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%