Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
6.33%
10.94%
1 Year
−0.99%
1.03%
3 Years
6.26%
11.45%
5 Years
6.47%
15.19%
Since Inception
5.18%
27.03%
Fund Age
19 yrs 5 mo
5 yrs 11 mo
AUM
₹95.89 Cr
₹298.71 Cr
Alpha – 1 Year
2.51%
−3.69%
Alpha – 3 Years
−2.73%
−0.64%
Information Ratio – 3 Years
-0.10
-0.04
Volatility – 1 Year
20.93%
27.68%
Volatility – 3 Years
17.77%
23.40%
Beta – 1 Year
1.14
1.45
Beta – 3 Years
1.05
1.22
Sharpe Ratio – 1 Year
-0.20
-0.03
Sharpe Ratio – 3 Years
0.23
0.35
Worst Rolling Year
-21.50%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−30.66%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
74.63%
—
Median Rolling Year
10.39%
—
5-Year Rolling Windows Positive
82.76%
—
Market-Cap Mix
L 77% · M 12% · S 11%
L 2% · M 2% · S 86%
Number of Stocks
57
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%