Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Monarch Wealth Creator Fund
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%
2.85%
6 Months
6.33%
12.32%
1 Year
−0.99%
—
3 Years
6.26%
—
5 Years
6.47%
—
Since Inception
5.18%
13.81%
Fund Age
19 yrs 5 mo
8 mo
AUM
₹95.89 Cr
₹279.09 Cr
Alpha – 1 Year
2.51%
—
Alpha – 3 Years
−2.73%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
20.93%
—
Volatility – 3 Years
17.77%
—
Beta – 1 Year
1.14
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.20
—
Sharpe Ratio – 3 Years
0.23
—
Worst Rolling Year
-21.50%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−30.66%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
74.63%
—
Median Rolling Year
10.39%
—
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
L 35% · M 34% · S 23%
Number of Stocks
57
40
Portfolio P/E
—
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0.5% / 0.5% / 0%