Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
IFM Largecap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.25%
−0.16%
6 Months
3.36%
−3.46%
1 Year
7.71%
−0.34%
3 Years
10.42%
—
5 Years
9.09%
—
Since Inception
10.42%
−3.49%
Fund Age
16 yrs 11 mo
14 mo
AUM
₹257.93 Cr
₹116.7 Cr
Alpha – 1 Year
0.40%
0.01%
Alpha – 3 Years
2.97%
—
Information Ratio – 3 Years
2.62
—
Volatility – 1 Year
1.99%
17.33%
Volatility – 3 Years
1.94%
—
Beta – 1 Year
0.35
1.08
Beta – 3 Years
0.35
—
Sharpe Ratio – 1 Year
1.45
-0.24
Sharpe Ratio – 3 Years
3.79
—
Worst Rolling Year
7.00%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
—
−16.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—