Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Oro-alpha compounders
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%
2.98%
6 Months
6.33%
−0.13%
1 Year
−0.99%
−2.80%
3 Years
6.26%
13.20%
5 Years
6.47%
—
Since Inception
5.18%
13.51%
Fund Age
19 yrs 5 mo
3 yrs 8 mo
AUM
₹95.89 Cr
₹30.6 Cr
Alpha – 1 Year
2.51%
−5.78%
Alpha – 3 Years
−2.73%
1.30%
Information Ratio – 3 Years
-0.10
0.16
Volatility – 1 Year
20.93%
16.62%
Volatility – 3 Years
17.77%
16.99%
Beta – 1 Year
1.14
0.93
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
-0.20
-0.42
Sharpe Ratio – 3 Years
0.23
0.50
Worst Rolling Year
-21.50%
13.00%
Value at Worst Rolling Year
₹0.79 Cr
₹1.13 Cr
Deepest Drawdown
−30.66%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
17.04%
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
L 44% · M 26% · S 17%
Number of Stocks
57
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%