Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
4.94%
6 Months
6.33%
11.49%
1 Year
−0.99%
3.89%
3 Years
6.26%
8.19%
5 Years
6.47%
11.02%
Since Inception
5.18%
10.97%
Fund Age
19 yrs 5 mo
13 yrs 8 mo
AUM
₹95.89 Cr
₹360.51 Cr
Alpha – 1 Year
2.51%
0.91%
Alpha – 3 Years
−2.73%
−3.69%
Information Ratio – 3 Years
-0.10
-0.18
Volatility – 1 Year
20.93%
23.04%
Volatility – 3 Years
17.77%
19.34%
Beta – 1 Year
1.14
1.26
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
-0.20
0.04
Sharpe Ratio – 3 Years
0.23
0.30
Worst Rolling Year
-21.50%
-8.10%
Value at Worst Rolling Year
₹0.79 Cr
₹0.92 Cr
Deepest Drawdown
−30.66%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
95.59%
Median Rolling Year
10.39%
11.30%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 38% · M 28% · S 33%
Number of Stocks
57
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%