Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
6.33%
23.02%
1 Year
−0.99%
—
3 Years
6.26%
—
5 Years
6.47%
—
Since Inception
5.18%
13.86%
Fund Age
19 yrs 5 mo
10 mo
AUM
₹95.89 Cr
₹13.6 Cr
Alpha – 1 Year
2.51%
—
Alpha – 3 Years
−2.73%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
20.93%
—
Volatility – 3 Years
17.77%
—
Beta – 1 Year
1.14
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.20
—
Sharpe Ratio – 3 Years
0.23
—
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%
S 97%
Number of Stocks
57
29
Portfolio P/E
—
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%