Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 7.5%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.25%
−3.33%
6 Months
3.36%
24.60%
1 Year
7.71%
7.56%
3 Years
10.42%
20.98%
5 Years
9.09%
—
Since Inception
10.42%
24.10%
Fund Age
16 yrs 11 mo
4 yrs 4 mo
AUM
₹257.93 Cr
₹3.89 Cr
Alpha – 1 Year
0.40%
4.58%
Alpha – 3 Years
2.97%
9.08%
Information Ratio – 3 Years
2.62
0.07
Volatility – 1 Year
1.99%
32.74%
Volatility – 3 Years
1.94%
27.24%
Beta – 1 Year
0.35
1.49
Beta – 3 Years
0.35
1.30
Sharpe Ratio – 1 Year
1.45
0.20
Sharpe Ratio – 3 Years
3.79
0.49
Worst Rolling Year
7.00%
17.91%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
—
−34.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%