Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Fractal Capital - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
5.48%
6 Months
3.36%
13.51%
1 Year
7.71%
1.35%
3 Years
10.42%
13.26%
5 Years
9.09%
—
Since Inception
10.42%
19.28%
Fund Age
16 yrs 11 mo
4 yrs 2 mo
AUM
₹257.93 Cr
₹36.17 Cr
Alpha – 1 Year
0.40%
−3.37%
Alpha – 3 Years
2.97%
1.17%
Information Ratio – 3 Years
2.62
0.14
Volatility – 1 Year
1.99%
24.66%
Volatility – 3 Years
1.94%
18.82%
Beta – 1 Year
0.35
1.31
Beta – 3 Years
0.35
1.10
Sharpe Ratio – 1 Year
1.45
-0.05
Sharpe Ratio – 3 Years
3.79
0.48
Worst Rolling Year
7.00%
12.70%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
—
−26.89%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%