Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Motilal Oswal-Founders
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%
0.25%
6 Months
6.33%
15.19%
1 Year
−0.99%
3.21%
3 Years
6.26%
19.65%
5 Years
6.47%
—
Since Inception
5.18%
25.09%
Fund Age
19 yrs 5 mo
3 yrs 5 mo
AUM
₹95.89 Cr
₹4,148.34 Cr
Alpha – 1 Year
2.51%
0.23%
Alpha – 3 Years
−2.73%
7.77%
Information Ratio – 3 Years
-0.10
0.62
Volatility – 1 Year
20.93%
21.54%
Volatility – 3 Years
17.77%
22.15%
Beta – 1 Year
1.14
1.06
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
-0.20
-0.01
Sharpe Ratio – 3 Years
0.23
0.68
Worst Rolling Year
-21.50%
19.49%
Value at Worst Rolling Year
₹0.79 Cr
₹1.19 Cr
Deepest Drawdown
−30.66%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
21.76%
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
L 26% · M 35% · S 37%
Number of Stocks
57
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%