Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
4.79%
6 Months
6.33%
13.10%
1 Year
−0.99%
18.11%
3 Years
6.26%
14.56%
5 Years
6.47%
8.71%
Since Inception
5.18%
13.67%
Fund Age
19 yrs 5 mo
11 yrs 2 mo
AUM
₹95.89 Cr
₹138.06 Cr
Alpha – 1 Year
2.51%
18.46%
Alpha – 3 Years
−2.73%
5.57%
Information Ratio – 3 Years
-0.10
0.62
Volatility – 1 Year
20.93%
22.83%
Volatility – 3 Years
17.77%
16.72%
Beta – 1 Year
1.14
1.29
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.20
0.61
Sharpe Ratio – 3 Years
0.23
0.55
Worst Rolling Year
-21.50%
-8.44%
Value at Worst Rolling Year
₹0.79 Cr
₹0.92 Cr
Deepest Drawdown
−30.66%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
74.63%
92.53%
Median Rolling Year
10.39%
13.06%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 38% · M 14% · S 45%
Number of Stocks
57
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%