Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Renaissance - Indianext 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%
2.69%
6 Months
6.33%
5.24%
1 Year
−0.99%
2.85%
3 Years
6.26%
13.52%
5 Years
6.47%
17.79%
Since Inception
5.18%
13.89%
Fund Age
19 yrs 5 mo
8 yrs 4 mo
AUM
₹95.89 Cr
₹921.15 Cr
Alpha – 1 Year
2.51%
−1.87%
Alpha – 3 Years
−2.73%
1.43%
Information Ratio – 3 Years
-0.10
0.23
Volatility – 1 Year
20.93%
18.02%
Volatility – 3 Years
17.77%
16.70%
Beta – 1 Year
1.14
0.99
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
-0.20
-0.03
Sharpe Ratio – 3 Years
0.23
0.54
Worst Rolling Year
-21.50%
-0.29%
Value at Worst Rolling Year
₹0.79 Cr
₹1.00 Cr
Deepest Drawdown
−30.66%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
99.64%
Median Rolling Year
10.39%
23.46%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 34% · M 28% · S 35%
Number of Stocks
57
35
Portfolio P/E
—
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%