Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Right Horizons - Perennial
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%
−0.19%
6 Months
6.33%
11.46%
1 Year
−0.99%
8.21%
3 Years
6.26%
12.09%
5 Years
6.47%
11.81%
Since Inception
5.18%
13.34%
Fund Age
19 yrs 5 mo
5 yrs 3 mo
AUM
₹95.89 Cr
₹34.29 Cr
Alpha – 1 Year
2.51%
5.23%
Alpha – 3 Years
−2.73%
0.21%
Information Ratio – 3 Years
-0.10
0.17
Volatility – 1 Year
20.93%
24.84%
Volatility – 3 Years
17.77%
21.42%
Beta – 1 Year
1.14
1.25
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
-0.20
0.21
Sharpe Ratio – 3 Years
0.23
0.49
Worst Rolling Year
-21.50%
7.11%
Value at Worst Rolling Year
₹0.79 Cr
₹1.07 Cr
Deepest Drawdown
−30.66%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
18.26%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 5% · M 7% · S 69%
Number of Stocks
57
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%