Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
2.94%
6 Months
3.36%
19.15%
1 Year
7.71%
14.85%
3 Years
10.42%
14.64%
5 Years
9.09%
—
Since Inception
10.42%
15.52%
Fund Age
16 yrs 11 mo
3 yrs 3 mo
AUM
₹257.93 Cr
₹213.16 Cr
Alpha – 1 Year
0.40%
10.13%
Alpha – 3 Years
2.97%
2.55%
Information Ratio – 3 Years
2.62
0.17
Volatility – 1 Year
1.99%
28.62%
Volatility – 3 Years
1.94%
24.62%
Beta – 1 Year
0.35
1.48
Beta – 3 Years
0.35
1.33
Sharpe Ratio – 1 Year
1.45
0.43
Sharpe Ratio – 3 Years
3.79
0.46
Worst Rolling Year
7.00%
12.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
—
−26.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
15.08%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
33
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%
—
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% / 1% / 0%