Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Marcellus - Rising Giants
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%
0.40%
6 Months
3.36%
4.60%
1 Year
7.71%
−5.85%
3 Years
10.42%
5.64%
5 Years
9.09%
—
Since Inception
10.42%
−0.46%
Fund Age
16 yrs 11 mo
4 yrs 7 mo
AUM
₹257.93 Cr
₹87.75 Cr
Alpha – 1 Year
0.40%
−8.83%
Alpha – 3 Years
2.97%
−6.25%
Information Ratio – 3 Years
2.62
-0.73
Volatility – 1 Year
1.99%
16.46%
Volatility – 3 Years
1.94%
15.18%
Beta – 1 Year
0.35
0.88
Beta – 3 Years
0.35
0.84
Sharpe Ratio – 1 Year
1.45
-0.62
Sharpe Ratio – 3 Years
3.79
0.08
Worst Rolling Year
7.00%
-2.49%
Value at Worst Rolling Year
₹1.07 Cr
₹0.98 Cr
Deepest Drawdown
—
−20.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
11.56%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%