Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
SageOne - Core Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
11.42%
6 Months
6.33%
35.03%
1 Year
−0.99%
37.21%
3 Years
6.26%
27.05%
5 Years
6.47%
21.76%
Since Inception
5.18%
19.33%
Fund Age
19 yrs 5 mo
6 yrs 10 mo
AUM
₹95.89 Cr
₹2,975 Cr
Alpha – 1 Year
2.51%
23.77%
Alpha – 3 Years
−2.73%
6.78%
Information Ratio – 3 Years
-0.10
5.24
Volatility – 1 Year
20.93%
18.59%
Volatility – 3 Years
17.77%
19.39%
Beta – 1 Year
1.14
1.23
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
-0.20
1.44
Sharpe Ratio – 3 Years
0.23
0.98
Worst Rolling Year
-21.50%
-6.18%
Value at Worst Rolling Year
₹0.79 Cr
₹0.94 Cr
Deepest Drawdown
−30.66%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
74.63%
92.59%
Median Rolling Year
10.39%
23.96%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
—
Number of Stocks
57
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%