Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
ORO - All Weather Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
−0.19%
6 Months
6.33%
−0.42%
1 Year
−0.99%
−4.58%
3 Years
6.26%
16.32%
5 Years
6.47%
13.17%
Since Inception
5.18%
13.94%
Fund Age
19 yrs 5 mo
6 yrs 6 mo
AUM
₹95.89 Cr
₹13.16 Cr
Alpha – 1 Year
2.51%
−7.56%
Alpha – 3 Years
−2.73%
4.42%
Information Ratio – 3 Years
-0.10
0.49
Volatility – 1 Year
20.93%
16.90%
Volatility – 3 Years
17.77%
17.54%
Beta – 1 Year
1.14
0.86
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
-0.20
-0.52
Sharpe Ratio – 3 Years
0.23
0.69
Worst Rolling Year
-21.50%
3.91%
Value at Worst Rolling Year
₹0.79 Cr
₹1.04 Cr
Deepest Drawdown
−30.66%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
21.20%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 66% · M 23%
Number of Stocks
57
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%