Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Right Horizons - Alliance
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.25%
1.80%
6 Months
3.36%
2.80%
1 Year
7.71%
4.89%
3 Years
10.42%
12.23%
5 Years
9.09%
10.64%
Since Inception
10.42%
8.93%
Fund Age
16 yrs 11 mo
12 yrs
AUM
₹257.93 Cr
₹134.76 Cr
Alpha – 1 Year
0.40%
−1.08%
Alpha – 3 Years
2.97%
1.34%
Information Ratio – 3 Years
2.62
0.07
Volatility – 1 Year
1.99%
10.79%
Volatility – 3 Years
1.94%
9.62%
Beta – 1 Year
0.35
1.04
Beta – 3 Years
0.35
1.10
Sharpe Ratio – 1 Year
1.45
-0.01
Sharpe Ratio – 3 Years
3.79
0.69
Worst Rolling Year
7.00%
0.05%
Value at Worst Rolling Year
₹1.07 Cr
₹1.00 Cr
Deepest Drawdown
—
−11.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
11.56%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –