Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
0.25%
6 Months
3.36%
15.19%
1 Year
7.71%
3.21%
3 Years
10.42%
19.65%
5 Years
9.09%
—
Since Inception
10.42%
25.09%
Fund Age
16 yrs 11 mo
3 yrs 5 mo
AUM
₹257.93 Cr
₹4,148.34 Cr
Alpha – 1 Year
0.40%
0.23%
Alpha – 3 Years
2.97%
7.77%
Information Ratio – 3 Years
2.62
0.62
Volatility – 1 Year
1.99%
21.54%
Volatility – 3 Years
1.94%
22.15%
Beta – 1 Year
0.35
1.06
Beta – 3 Years
0.35
1.15
Sharpe Ratio – 1 Year
1.45
-0.01
Sharpe Ratio – 3 Years
3.79
0.68
Worst Rolling Year
7.00%
19.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%