Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
MOAT - Emerging Moat
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%
2.64%
6 Months
3.36%
5.29%
1 Year
7.71%
2.64%
3 Years
10.42%
8.64%
5 Years
9.09%
—
Since Inception
10.42%
12.31%
Fund Age
16 yrs 11 mo
3 yrs 11 mo
AUM
₹257.93 Cr
₹56.94 Cr
Alpha – 1 Year
0.40%
−2.08%
Alpha – 3 Years
2.97%
−3.45%
Information Ratio – 3 Years
2.62
-0.33
Volatility – 1 Year
1.99%
19.56%
Volatility – 3 Years
1.94%
17.76%
Beta – 1 Year
0.35
1.08
Beta – 3 Years
0.35
1.07
Sharpe Ratio – 1 Year
1.45
-0.05
Sharpe Ratio – 3 Years
3.79
0.31
Worst Rolling Year
7.00%
8.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
14.83%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%