Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
6.33%
2.17%
1 Year
−0.99%
7.07%
3 Years
6.26%
15.12%
5 Years
6.47%
—
Since Inception
5.18%
19.80%
Fund Age
19 yrs 5 mo
7 yrs 3 mo
AUM
₹95.89 Cr
₹7.19 Cr
Alpha – 1 Year
2.51%
7.50%
Alpha – 3 Years
−2.73%
6.56%
Information Ratio – 3 Years
-0.10
1.22
Volatility – 1 Year
20.93%
19.38%
Volatility – 3 Years
17.77%
16.31%
Beta – 1 Year
1.14
1.18
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
-0.20
0.17
Sharpe Ratio – 3 Years
0.23
0.62
Worst Rolling Year
-21.50%
14.31%
Value at Worst Rolling Year
₹0.79 Cr
₹1.14 Cr
Deepest Drawdown
−30.66%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
16.29%
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
L 73% · M 25%
Number of Stocks
57
100
Portfolio P/E
—
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –