Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Right Horizons - All Seasons
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%
1.32%
6 Months
6.33%
3.83%
1 Year
−0.99%
9.77%
3 Years
6.26%
13.19%
5 Years
6.47%
12.01%
Since Inception
5.18%
14.38%
Fund Age
19 yrs 5 mo
6 yrs 8 mo
AUM
₹95.89 Cr
₹42.66 Cr
Alpha – 1 Year
2.51%
3.80%
Alpha – 3 Years
−2.73%
2.30%
Information Ratio – 3 Years
-0.10
0.23
Volatility – 1 Year
20.93%
15.84%
Volatility – 3 Years
17.77%
12.64%
Beta – 1 Year
1.14
1.56
Beta – 3 Years
1.05
1.48
Sharpe Ratio – 1 Year
-0.20
0.32
Sharpe Ratio – 3 Years
0.23
0.70
Worst Rolling Year
-21.50%
9.09%
Value at Worst Rolling Year
₹0.79 Cr
₹1.09 Cr
Deepest Drawdown
−30.66%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
15.49%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 37% · M 21% · S 27%
Number of Stocks
57
16
Portfolio P/E
—
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%