Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Oro-alpha compounders
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%
2.98%
6 Months
3.36%
−0.13%
1 Year
7.71%
−2.80%
3 Years
10.42%
13.20%
5 Years
9.09%
—
Since Inception
10.42%
13.51%
Fund Age
16 yrs 11 mo
3 yrs 8 mo
AUM
₹257.93 Cr
₹30.6 Cr
Alpha – 1 Year
0.40%
−5.78%
Alpha – 3 Years
2.97%
1.30%
Information Ratio – 3 Years
2.62
0.16
Volatility – 1 Year
1.99%
16.62%
Volatility – 3 Years
1.94%
16.99%
Beta – 1 Year
0.35
0.93
Beta – 3 Years
0.35
1.05
Sharpe Ratio – 1 Year
1.45
-0.42
Sharpe Ratio – 3 Years
3.79
0.50
Worst Rolling Year
7.00%
13.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
—
−20.23%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%