Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.25%
6 Months
3.88%
3.36%
1 Year
−7.98%
7.71%
3 Years
11.06%
10.42%
5 Years
10.06%
9.09%
Since Inception
11.56%
10.42%
Fund Age
5 yrs 3 mo
16 yrs 11 mo
AUM
₹106.37 Cr
₹257.93 Cr
Alpha – 1 Year
−10.96%
0.40%
Alpha – 3 Years
−0.82%
2.97%
Information Ratio – 3 Years
0.00
2.62
Volatility – 1 Year
16.00%
1.99%
Volatility – 3 Years
17.59%
1.94%
Beta – 1 Year
0.79
0.35
Beta – 3 Years
0.97
0.35
Sharpe Ratio – 1 Year
-0.78
1.45
Sharpe Ratio – 3 Years
0.42
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%