Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
4.41%
6 Months
6.33%
0.07%
1 Year
−0.99%
4.08%
3 Years
6.26%
6.47%
5 Years
6.47%
—
Since Inception
5.18%
11.08%
Fund Age
19 yrs 5 mo
6 yrs 6 mo
AUM
₹95.89 Cr
₹1.91 Cr
Alpha – 1 Year
2.51%
4.51%
Alpha – 3 Years
−2.73%
−2.09%
Information Ratio – 3 Years
-0.10
-0.44
Volatility – 1 Year
20.93%
16.64%
Volatility – 3 Years
17.77%
14.35%
Beta – 1 Year
1.14
0.98
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.20
-0.01
Sharpe Ratio – 3 Years
0.23
0.13
Worst Rolling Year
-21.50%
5.64%
Value at Worst Rolling Year
₹0.79 Cr
₹1.06 Cr
Deepest Drawdown
−30.66%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
7.94%
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
L 90% · M 7%
Number of Stocks
57
50
Portfolio P/E
—
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –