Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
6.33%
20.32%
1 Year
−0.99%
29.93%
3 Years
6.26%
—
5 Years
6.47%
—
Since Inception
5.18%
15.24%
Fund Age
19 yrs 5 mo
1 yr 9 mo
AUM
₹95.89 Cr
₹3.17 Cr
Alpha – 1 Year
2.51%
25.21%
Alpha – 3 Years
−2.73%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
20.93%
24.54%
Volatility – 3 Years
17.77%
—
Beta – 1 Year
1.14
1.19
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.20
0.97
Sharpe Ratio – 3 Years
0.23
—
Worst Rolling Year
-21.50%
—
Value at Worst Rolling Year
₹0.79 Cr
—
Deepest Drawdown
−30.66%
−12.48%
Recovery Period
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
57
36
Portfolio P/E
—
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –