Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Right Horizons - Alliance
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%
1.80%
6 Months
6.33%
2.80%
1 Year
−0.99%
4.89%
3 Years
6.26%
12.23%
5 Years
6.47%
10.64%
Since Inception
5.18%
8.93%
Fund Age
19 yrs 5 mo
12 yrs
AUM
₹95.89 Cr
₹134.76 Cr
Alpha – 1 Year
2.51%
−1.08%
Alpha – 3 Years
−2.73%
1.34%
Information Ratio – 3 Years
-0.10
0.07
Volatility – 1 Year
20.93%
10.79%
Volatility – 3 Years
17.77%
9.62%
Beta – 1 Year
1.14
1.04
Beta – 3 Years
1.05
1.10
Sharpe Ratio – 1 Year
-0.20
-0.01
Sharpe Ratio – 3 Years
0.23
0.69
Worst Rolling Year
-21.50%
0.05%
Value at Worst Rolling Year
₹0.79 Cr
₹1.00 Cr
Deepest Drawdown
−30.66%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
74.63%
99.79%
Median Rolling Year
10.39%
10.94%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 50% · M 11% · S 8%
Number of Stocks
57
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –