Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Quest Investment Managers – Flagship
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%
6.42%
6 Months
6.33%
15.63%
1 Year
−0.99%
0.27%
3 Years
6.26%
12.69%
5 Years
6.47%
8.81%
Since Inception
5.18%
15.48%
Fund Age
19 yrs 5 mo
18 yrs 10 mo
AUM
₹95.89 Cr
₹406.27 Cr
Alpha – 1 Year
2.51%
−4.45%
Alpha – 3 Years
−2.73%
0.61%
Information Ratio – 3 Years
-0.10
0.21
Volatility – 1 Year
20.93%
22.89%
Volatility – 3 Years
17.77%
19.09%
Beta – 1 Year
1.14
1.13
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
-0.20
-0.11
Sharpe Ratio – 3 Years
0.23
0.45
Worst Rolling Year
-21.50%
-10.83%
Value at Worst Rolling Year
₹0.79 Cr
₹0.89 Cr
Deepest Drawdown
−30.66%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
91.19%
Median Rolling Year
10.39%
17.32%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 28% · M 26% · S 45%
Number of Stocks
57
29
Portfolio P/E
—
38.78
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 · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%