Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
10.24%
6 Months
6.33%
31.65%
1 Year
−0.99%
26.47%
3 Years
6.26%
18.72%
5 Years
6.47%
16.28%
Since Inception
5.18%
14.51%
Fund Age
19 yrs 5 mo
10 yrs 10 mo
AUM
₹95.89 Cr
₹423.36 Cr
Alpha – 1 Year
2.51%
21.75%
Alpha – 3 Years
−2.73%
6.63%
Information Ratio – 3 Years
-0.10
0.36
Volatility – 1 Year
20.93%
28.25%
Volatility – 3 Years
17.77%
24.90%
Beta – 1 Year
1.14
1.32
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
-0.20
0.78
Sharpe Ratio – 3 Years
0.23
0.60
Worst Rolling Year
-21.50%
-5.98%
Value at Worst Rolling Year
₹0.79 Cr
₹0.94 Cr
Deepest Drawdown
−30.66%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
74.63%
86.69%
Median Rolling Year
10.39%
14.66%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 12% · M 6% · S 82%
Number of Stocks
57
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%