Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
0.67%
6 Months
6.33%
1.38%
1 Year
−0.99%
7.78%
3 Years
6.26%
12.37%
5 Years
6.47%
10.07%
Since Inception
5.18%
13.18%
Fund Age
19 yrs 5 mo
6 yrs 8 mo
AUM
₹95.89 Cr
₹1.13 Cr
Alpha – 1 Year
2.51%
8.13%
Alpha – 3 Years
−2.73%
3.37%
Information Ratio – 3 Years
-0.10
0.42
Volatility – 1 Year
20.93%
17.12%
Volatility – 3 Years
17.77%
14.65%
Beta – 1 Year
1.14
0.93
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
-0.20
0.21
Sharpe Ratio – 3 Years
0.23
0.51
Worst Rolling Year
-21.50%
10.01%
Value at Worst Rolling Year
₹0.79 Cr
₹1.10 Cr
Deepest Drawdown
−30.66%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
15.34%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 34% · M 14% · S 34%
Number of Stocks
57
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%