Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
4.17%
6 Months
3.36%
19.62%
1 Year
7.71%
12.19%
3 Years
10.42%
23.51%
5 Years
9.09%
13.96%
Since Inception
10.42%
23.13%
Fund Age
16 yrs 11 mo
6 yrs 7 mo
AUM
₹257.93 Cr
₹2,332.81 Cr
Alpha – 1 Year
0.40%
9.21%
Alpha – 3 Years
2.97%
11.63%
Information Ratio – 3 Years
2.62
0.83
Volatility – 1 Year
1.99%
26.11%
Volatility – 3 Years
1.94%
21.82%
Beta – 1 Year
0.35
1.32
Beta – 3 Years
0.35
1.14
Sharpe Ratio – 1 Year
1.45
0.33
Sharpe Ratio – 3 Years
3.79
0.83
Worst Rolling Year
7.00%
12.50%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
—
−24.27%
Recovery Period
—
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 14% · M 33% · S 52%
Number of Stocks
—
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%