Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
0.48%
6 Months
3.36%
0.17%
1 Year
7.71%
1.53%
3 Years
10.42%
6.30%
5 Years
9.09%
7.16%
Since Inception
10.42%
16.58%
Fund Age
16 yrs 11 mo
6 yrs 6 mo
AUM
₹257.93 Cr
₹182.72 Cr
Alpha – 1 Year
0.40%
−3.19%
Alpha – 3 Years
2.97%
−5.79%
Information Ratio – 3 Years
2.62
-1.15
Volatility – 1 Year
1.99%
17.17%
Volatility – 3 Years
1.94%
15.94%
Beta – 1 Year
0.35
0.97
Beta – 3 Years
0.35
0.99
Sharpe Ratio – 1 Year
1.45
-0.13
Sharpe Ratio – 3 Years
3.79
0.13
Worst Rolling Year
7.00%
6.16%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
—
−24.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%