Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
MOAT - Moderate Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
2.75%
6 Months
6.33%
8.17%
1 Year
−0.99%
3.28%
3 Years
6.26%
8.41%
5 Years
6.47%
12.53%
Since Inception
5.18%
11.01%
Fund Age
19 yrs 5 mo
12 yrs 9 mo
AUM
₹95.89 Cr
₹16.57 Cr
Alpha – 1 Year
2.51%
−1.44%
Alpha – 3 Years
−2.73%
−3.68%
Information Ratio – 3 Years
-0.10
-0.32
Volatility – 1 Year
20.93%
20.74%
Volatility – 3 Years
17.77%
17.91%
Beta – 1 Year
1.14
1.13
Beta – 3 Years
1.05
1.09
Sharpe Ratio – 1 Year
-0.20
0.00
Sharpe Ratio – 3 Years
0.23
0.32
Worst Rolling Year
-21.50%
-16.89%
Value at Worst Rolling Year
₹0.79 Cr
₹0.83 Cr
Deepest Drawdown
−30.66%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
73.60%
Median Rolling Year
10.39%
13.43%
5-Year Rolling Windows Positive
82.76%
88.30%
Market-Cap Mix
L 77% · M 12% · 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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%