Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
7.67%
6 Months
6.33%
27.70%
1 Year
−0.99%
47.52%
3 Years
6.26%
23.98%
5 Years
6.47%
15.87%
Since Inception
5.18%
18.55%
Fund Age
19 yrs 5 mo
16 yrs 2 mo
AUM
₹95.89 Cr
₹1,022.92 Cr
Alpha – 1 Year
2.51%
42.80%
Alpha – 3 Years
−2.73%
11.89%
Information Ratio – 3 Years
-0.10
1.12
Volatility – 1 Year
20.93%
28.29%
Volatility – 3 Years
17.77%
20.76%
Beta – 1 Year
1.14
1.36
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
-0.20
1.33
Sharpe Ratio – 3 Years
0.23
0.99
Worst Rolling Year
-21.50%
-4.58%
Value at Worst Rolling Year
₹0.79 Cr
₹0.95 Cr
Deepest Drawdown
−30.66%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
74.63%
97.86%
Median Rolling Year
10.39%
18.35%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 22% · M 32% · S 42%
Number of Stocks
57
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%