Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
4.17%
6 Months
6.33%
19.62%
1 Year
−0.99%
12.19%
3 Years
6.26%
23.51%
5 Years
6.47%
13.96%
Since Inception
5.18%
23.13%
Fund Age
19 yrs 5 mo
6 yrs 7 mo
AUM
₹95.89 Cr
₹2,332.81 Cr
Alpha – 1 Year
2.51%
9.21%
Alpha – 3 Years
−2.73%
11.63%
Information Ratio – 3 Years
-0.10
0.83
Volatility – 1 Year
20.93%
26.11%
Volatility – 3 Years
17.77%
21.82%
Beta – 1 Year
1.14
1.32
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
-0.20
0.33
Sharpe Ratio – 3 Years
0.23
0.83
Worst Rolling Year
-21.50%
12.50%
Value at Worst Rolling Year
₹0.79 Cr
₹1.13 Cr
Deepest Drawdown
−30.66%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
23.13%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 14% · M 33% · S 52%
Number of Stocks
57
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%