Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
3.36%
2.17%
1 Year
7.71%
7.07%
3 Years
10.42%
15.12%
5 Years
9.09%
—
Since Inception
10.42%
19.80%
Fund Age
16 yrs 11 mo
7 yrs 3 mo
AUM
₹257.93 Cr
₹7.19 Cr
Alpha – 1 Year
0.40%
7.50%
Alpha – 3 Years
2.97%
6.56%
Information Ratio – 3 Years
2.62
1.22
Volatility – 1 Year
1.99%
19.38%
Volatility – 3 Years
1.94%
16.31%
Beta – 1 Year
0.35
1.18
Beta – 3 Years
0.35
1.13
Sharpe Ratio – 1 Year
1.45
0.17
Sharpe Ratio – 3 Years
3.79
0.62
Worst Rolling Year
7.00%
14.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –