Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
MOAT - Moderate Compounders
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%
2.75%
6 Months
3.36%
8.17%
1 Year
7.71%
3.28%
3 Years
10.42%
8.41%
5 Years
9.09%
12.53%
Since Inception
10.42%
11.01%
Fund Age
16 yrs 11 mo
12 yrs 9 mo
AUM
₹257.93 Cr
₹16.57 Cr
Alpha – 1 Year
0.40%
−1.44%
Alpha – 3 Years
2.97%
−3.68%
Information Ratio – 3 Years
2.62
-0.32
Volatility – 1 Year
1.99%
20.74%
Volatility – 3 Years
1.94%
17.91%
Beta – 1 Year
0.35
1.13
Beta – 3 Years
0.35
1.09
Sharpe Ratio – 1 Year
1.45
0.00
Sharpe Ratio – 3 Years
3.79
0.32
Worst Rolling Year
7.00%
-16.89%
Value at Worst Rolling Year
₹1.07 Cr
₹0.83 Cr
Deepest Drawdown
—
−28.21%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
11.56%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%